Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
MUFG Americas Holdings Corp | 48 | 48 | 0.00% | 0.19% | 0.66% | Q4 2010 | Q3 2022 | 48 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 47 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.01% | 0.06% | 0.18% | Q4 2012 | Q3 2023 | 44 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.12% | 0.97% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.03% | 0.44% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.07% | 0.20% | Q2 2013 | Q3 2023 | 42 |
JAMES INVESTMENT RESEARCH INC | 42 | 42 | 0.03% | 0.08% | 0.16% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
ClearBridge Investments | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
ROCKLAND TRUST CO | 42 | 42 | 0.04% | 0.09% | 0.24% | Q2 2013 | Q3 2023 | 42 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.00% | 0.10% | 0.90% | Q2 2013 | Q3 2023 | 41 |
ASSETMARK, INC | 41 | 41 | 0.06% | 0.47% | 1.99% | Q3 2013 | Q3 2023 | 41 |
GOLDMAN SACHS GROUP INC | 15 | 1 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 41 |
Checchi Capital Advisers, LLC | 40 | 40 | 0.07% | 0.40% | 1.13% | Q4 2013 | Q3 2023 | 40 |
Gradient Investments LLC | 22 | 1 | 0.00% | 0.07% | 1.40% | Q2 2013 | Q3 2023 | 40 |
NORTHERN TRUST CORP | 39 | 39 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2022 | 39 |
Cambridge Investment Research Advisors, Inc. | 37 | 37 | 0.01% | 0.02% | 0.05% | Q3 2014 | Q3 2023 | 37 |
FIFTH THIRD BANCORP | 31 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.01% | 0.17% | 0.53% | Q4 2014 | Q3 2023 | 36 |
IndexIQ Advisors LLC | 36 | 36 | 0.00% | 0.21% | 0.70% | Q2 2013 | Q1 2022 | 36 |
SONATA CAPITAL GROUP INC | 36 | 36 | 0.12% | 0.28% | 0.42% | Q4 2014 | Q3 2023 | 36 |
CITIGROUP INC | 33 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 35 |
TRUIST FINANCIAL CORP | 25 | 9 | 0.01% | 0.25% | 0.69% | Q2 2013 | Q3 2023 | 34 |
BARCLAYS PLC | 26 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2023 | 33 |
Ameritas Investment Partners, Inc. | 33 | 33 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q4 2022 | 33 |
PICTET ASSET MANAGEMENT LTD | 33 | 33 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2021 | 33 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 30 | 3 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 33 |
MML INVESTORS SERVICES, LLC | 26 | 7 | 0.00% | 0.37% | 2.28% | Q2 2015 | Q3 2023 | 33 |
Anchor Investment Management, LLC | 32 | 32 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q4 2023 | 32 |
NOMURA ASSET MANAGEMENT CO LTD | 15 | 1 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 32 |
CWM, LLC | 23 | 1 | 0.00% | 0.54% | 1.77% | Q4 2013 | Q3 2023 | 32 |
BlackRock Inc. | 32 | 32 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 32 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 32 | 32 | 0.02% | 0.08% | 0.15% | Q2 2013 | Q1 2021 | 32 |
Cetera Advisor Networks LLC | 11 | 2 | 0.00% | 0.03% | 0.12% | Q4 2013 | Q3 2023 | 32 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.01% | 0.06% | Q4 2015 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.49% | 2.02% | Q1 2016 | Q3 2023 | 31 |
Brinker Capital Investments, LLC | 31 | 31 | 0.06% | 0.22% | 1.26% | Q2 2013 | Q4 2020 | 31 |
BLAIR WILLIAM & CO/IL | 30 | 30 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2023 | 30 |
Citadel Advisors | 13 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 29 |
BOYS ARNOLD & CO INC | 28 | 28 | 0.20% | 0.45% | 1.10% | Q2 2013 | Q1 2020 | 28 |
WESBANCO BANK INC | 18 | 10 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q2 2023 | 28 |
Snowden Capital Advisors LLC | 19 | 1 | 0.02% | 0.16% | 0.32% | Q1 2016 | Q3 2023 | 28 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 28 | 28 | 0.01% | 0.20% | 1.25% | Q4 2016 | Q3 2023 | 28 |
SEI INVESTMENTS CO | 15 | 13 | 0.00% | 0.02% | 0.25% | Q3 2015 | Q3 2023 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q4 2019 | 27 |
Janney Montgomery Scott LLC | 27 | 27 | 0.01% | 0.06% | 0.14% | Q1 2017 | Q3 2023 | 27 |
Steward Partners Investment Advisory, LLC | 26 | 26 | 0.00% | 0.06% | 0.12% | Q2 2017 | Q3 2023 | 26 |
AE Wealth Management LLC | 26 | 26 | 0.06% | 1.25% | 2.33% | Q2 2017 | Q3 2023 | 26 |
Raymond James Financial Services Advisors, Inc. | 21 | 5 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 26 |
Destination Wealth Management | 26 | 26 | 0.36% | 0.46% | 0.56% | Q2 2017 | Q3 2023 | 26 |
Harel Insurance Investments & Financial Services Ltd. | 11 | 5 | 0.00% | 0.05% | 0.17% | Q1 2016 | Q3 2023 | 26 |
SeaBridge Investment Advisors LLC | 26 | 26 | 0.24% | 0.73% | 1.20% | Q1 2016 | Q2 2022 | 26 |
BOSTON ADVISORS LLC | 25 | 25 | 0.01% | 0.03% | 0.12% | Q2 2013 | Q2 2019 | 25 |
AllSquare Wealth Management LLC | 25 | 25 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 25 |
JANE STREET GROUP, LLC | 6 | 1 | 0.00% | 0.05% | 0.32% | Q1 2014 | Q3 2023 | 25 |
Simplicity Solutions, LLC | 15 | 1 | 0.01% | 1.22% | 2.72% | Q4 2014 | Q3 2023 | 25 |
CAPTRUST FINANCIAL ADVISORS | 14 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2023 | 25 |
JPMORGAN CHASE & CO | 20 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 25 |
DEUTSCHE BANK AG\ | 16 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 24 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 24 | 24 | 0.08% | 0.11% | 0.20% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 24 | 24 | 0.03% | 0.06% | 0.12% | Q2 2013 | Q1 2019 | 24 |
Kingfisher Capital LLC | 14 | 9 | 0.26% | 0.88% | 1.84% | Q2 2013 | Q3 2023 | 23 |
Advisory Services Network, LLC | 11 | 3 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q1 2023 | 23 |
BB&T SECURITIES, LLC | 14 | 1 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2019 | 23 |
COMERICA BANK | 20 | 1 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 23 |
MONROE BANK & TRUST/MI | 23 | 23 | 0.06% | 0.11% | 0.28% | Q2 2013 | Q4 2018 | 23 |
PFG Advisors | 17 | 5 | 0.03% | 0.37% | 1.07% | Q4 2017 | Q3 2023 | 22 |
COURIER CAPITAL LLC | 22 | 22 | 0.05% | 0.11% | 0.21% | Q2 2013 | Q3 2018 | 22 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 14 | 8 | 0.16% | 0.42% | 0.79% | Q1 2018 | Q3 2023 | 22 |
CAHABA WEALTH MANAGEMENT, INC. | 22 | 22 | 0.05% | 0.19% | 0.42% | Q2 2018 | Q3 2023 | 22 |
OmniStar Financial Group, Inc. | 21 | 21 | 0.25% | 0.33% | 0.42% | Q4 2017 | Q4 2022 | 21 |
OPTIMUM INVESTMENT ADVISORS | 14 | 7 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q2 2021 | 21 |
Psagot Value Holdings Ltd. | 21 | 21 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q2 2018 | 21 |
Private Advisor Group, LLC | 8 | 1 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.13% | 0.30% | Q3 2018 | Q3 2023 | 21 |
FMR LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 17 | 1 | 0.06% | 0.23% | 1.90% | Q1 2017 | Q3 2022 | 20 |
STIFEL FINANCIAL CORP | 14 | 1 | 0.00% | 0.11% | 0.26% | Q1 2015 | Q3 2023 | 20 |
Global Wealth Management Investment Advisory, Inc. | 20 | 20 | 0.62% | 2.30% | 3.62% | Q4 2018 | Q3 2023 | 20 |
Asset Management One Co., Ltd. | 20 | 20 | 0.03% | 0.25% | 0.53% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2022 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.03% | 0.09% | 0.16% | Q4 2018 | Q3 2023 | 20 |
SECURIAN ASSET MANAGEMENT, INC | 20 | 20 | 0.17% | 0.24% | 0.44% | Q4 2018 | Q3 2023 | 20 |
Parallel Advisors, LLC | 13 | 7 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 20 |
CAPRIN ASSET MANAGEMENT LLC /ADV | 16 | 1 | 0.04% | 0.23% | 0.32% | Q4 2016 | Q4 2022 | 20 |
Rockefeller Capital Management L.P. | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
Wealthstar Advisors, LLC | 10 | 9 | 0.31% | 0.54% | 0.95% | Q1 2018 | Q3 2023 | 19 |
Creative Planning | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 19 |
RAYMOND JAMES TRUST N.A. | 14 | 2 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Arden Trust Co | 19 | 19 | 0.18% | 0.62% | 1.77% | Q2 2019 | Q4 2023 | 19 |
SCOTIA CAPITAL INC. | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 19 | 19 | 0.08% | 0.11% | 0.14% | Q1 2019 | Q3 2023 | 19 |
Private Capital Group, LLC | 18 | 18 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2022 | 18 |
GREENLEAF TRUST | 14 | 4 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 18 |
Truvestments Capital LLC | 15 | 3 | 0.02% | 0.36% | 0.77% | Q1 2019 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2017 | 18 |
Fisher Asset Management, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
RHS Financial, LLC | 18 | 18 | 0.23% | 1.23% | 3.27% | Q2 2019 | Q3 2023 | 18 |
Diligent Investors, LLC | 18 | 18 | 0.63% | 1.09% | 1.64% | Q2 2019 | Q3 2023 | 18 |
VICUS CAPITAL | 18 | 18 | 0.04% | 0.05% | 0.07% | Q3 2016 | Q4 2020 | 18 |
Manning & Napier Group, LLC | 18 | 18 | 0.02% | 0.22% | 0.40% | Q2 2019 | Q3 2023 | 18 |
ALTERNA WEALTH MANAGEMENT, INC | 9 | 8 | 0.15% | 1.04% | 1.52% | Q4 2018 | Q3 2023 | 17 |
Cetera Advisors LLC | 9 | 1 | 0.00% | 0.05% | 0.14% | Q1 2017 | Q3 2023 | 17 |
Smithfield Trust Co | 17 | 17 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2017 | 17 |
Integrated Wealth Concepts LLC | 17 | 17 | 0.01% | 0.03% | 0.05% | Q3 2019 | Q3 2023 | 17 |
MA Private Wealth | 14 | 3 | 0.09% | 0.22% | 0.55% | Q4 2018 | Q3 2023 | 17 |
WEBSTER BANK, N. A. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2022 | 17 |
ISLAY CAPITAL MANAGEMENT, LLC | 16 | 16 | 0.03% | 0.07% | 0.18% | Q4 2019 | Q3 2023 | 16 |
Global Retirement Partners, LLC | 7 | 1 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 16 |
NEXT Financial Group, Inc | 8 | 1 | 0.00% | 0.01% | 0.04% | Q3 2014 | Q4 2021 | 16 |
WEALTHSOURCE PARTNERS, LLC | 13 | 1 | 0.02% | 0.06% | 0.18% | Q2 2019 | Q3 2023 | 16 |
Patten Group, Inc. | 15 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q4 2018 | 16 |
Cornerstone Wealth Management, LLC | 16 | 16 | 0.07% | 0.11% | 0.18% | Q1 2017 | Q4 2020 | 16 |
Brown Advisory Securities, LLC | 16 | 16 | 0.05% | 0.11% | 0.17% | Q2 2015 | Q1 2019 | 16 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 10 | 6 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q4 2022 | 16 |
Venture Visionary Partners LLC | 16 | 16 | 0.06% | 0.18% | 0.40% | Q4 2019 | Q3 2023 | 16 |
Avidian Wealth Solutions, LLC | 16 | 16 | 0.05% | 1.47% | 2.31% | Q4 2019 | Q3 2023 | 16 |
FDx Advisors, Inc. | 9 | 2 | 0.01% | 0.84% | 2.59% | Q2 2013 | Q3 2023 | 15 |
MetLife Investment Management, LLC | 15 | 15 | 0.26% | 0.37% | 0.57% | Q1 2020 | Q3 2023 | 15 |
Full Sail Capital, LLC | 15 | 15 | 0.02% | 0.05% | 0.10% | Q1 2019 | Q3 2022 | 15 |
CIBC WORLD MARKET INC. | 9 | 6 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 15 |
Stratos Wealth Partners, LTD. | 11 | 2 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.03% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Brookstone Capital Management | 13 | 1 | 0.01% | 0.51% | 1.15% | Q1 2019 | 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 |
Sandy Spring Bank | 11 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 15 |
Bogart Wealth, LLC | 15 | 15 | 0.00% | 0.41% | 2.05% | Q1 2020 | Q3 2023 | 15 |
BlackRock Japan Co. Ltd | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
HHM Wealth Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Canal Capital Management, LLC | 15 | 15 | 0.49% | 2.07% | 5.40% | Q4 2014 | Q2 2018 | 15 |
First Horizon Advisors, Inc. | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.01% | 0.02% | 0.09% | Q2 2013 | Q4 2016 | 15 |
UBS ASSET MANAGEMENT AMERICAS INC | 14 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2019 | 15 |
CAPE COD FIVE CENTS SAVINGS BANK | 15 | 15 | 0.03% | 0.15% | 1.20% | Q1 2020 | Q3 2023 | 15 |
Stadion Money Management, LLC | 15 | 15 | 0.47% | 0.58% | 0.79% | Q4 2018 | Q2 2022 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q4 2019 | 15 |
PARK AVENUE SECURITIES LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
OLD MISSION CAPITAL LLC | 5 | 1 | 0.02% | 0.20% | 0.80% | Q2 2018 | Q2 2023 | 14 |
Independent Portfolio Consultants, Inc. | 14 | 14 | 0.00% | 0.09% | 0.28% | Q1 2014 | Q2 2017 | 14 |
Atria Investments, Inc | 9 | 1 | 0.02% | 0.06% | 0.11% | Q4 2013 | Q3 2023 | 14 |
Capital Investment Advisory Services, LLC | 11 | 3 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 14 |
LINCOLN NATIONAL CORP | 14 | 14 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2022 | 14 |
HSBC HOLDINGS PLC | 14 | 14 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
AdvisorNet Financial, Inc | 12 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 14 |
Sigma Planning Corp | 13 | 1 | 0.01% | 0.02% | 0.05% | Q2 2018 | Q1 2022 | 14 |
Winfield Associates, Inc. | 14 | 14 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q4 2017 | 14 |
COLONY GROUP LLC | 14 | 14 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q2 2022 | 14 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 13 |
AMG National Trust Bank | 13 | 13 | 0.01% | 0.05% | 0.07% | Q2 2020 | Q2 2023 | 13 |
Larson Financial Group LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
JNBA Financial Advisors | 12 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2021 | 13 |
HUNTINGTON NATIONAL BANK | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 13 |
B. Riley Wealth Advisors, Inc. | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 8 | 1 | 0.00% | 0.19% | 0.57% | Q2 2013 | Q4 2022 | 13 |
MV CAPITAL MANAGEMENT, INC. | 13 | 13 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q4 2017 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Endurance Wealth Management, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 13 |
Bluefin Trading, LLC | 6 | 1 | 0.03% | 0.75% | 2.91% | Q2 2013 | Q4 2017 | 13 |
WT Wealth Management | 12 | 12 | 0.10% | 3.39% | 6.36% | Q2 2020 | Q1 2023 | 12 |
Destiny Wealth Partners, LLC | 12 | 12 | 0.05% | 0.09% | 0.16% | Q4 2020 | Q3 2023 | 12 |
1900 WEALTH MANAGEMENT LLC | 12 | 12 | 0.53% | 1.25% | 3.03% | Q4 2020 | Q3 2023 | 12 |
Mirae Asset Global Investments Co., Ltd. | 12 | 12 | 0.00% | 0.05% | 0.09% | Q4 2020 | Q3 2023 | 12 |
Virtu KCG Holdings LLC | 8 | 1 | 0.00% | 0.04% | 0.19% | Q3 2013 | Q2 2017 | 12 |
SALEM INVESTMENT COUNSELORS INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.37% | 0.44% | 0.52% | Q4 2018 | Q3 2021 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.01% | 0.02% | 0.06% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 12 |
ADE, LLC | 12 | 12 | 0.37% | 1.05% | 2.55% | Q4 2020 | Q3 2023 | 12 |
IVC Wealth Advisors LLC | 12 | 12 | 1.48% | 1.72% | 2.29% | Q4 2020 | Q3 2023 | 12 |
Sound Income Strategies, LLC | 10 | 2 | 0.00% | 0.04% | 0.11% | Q4 2017 | Q3 2023 | 12 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 8 | 4 | 0.02% | 0.07% | 0.17% | Q3 2020 | Q3 2023 | 12 |
NewEdge Wealth, LLC | 12 | 12 | 0.40% | 1.01% | 3.23% | Q4 2020 | Q3 2023 | 12 |
Bellwether Advisors, LLC | 12 | 12 | 0.46% | 1.66% | 3.60% | Q4 2020 | Q3 2023 | 12 |
LYELL WEALTH MANAGEMENT, LP | 12 | 12 | 0.06% | 0.12% | 0.18% | Q4 2020 | Q3 2023 | 12 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2016 | 12 |
Ledyard National Bank | 12 | 12 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2016 | 12 |
McKinley Carter Wealth Services, Inc. | 12 | 12 | 0.04% | 0.76% | 0.96% | Q4 2020 | Q3 2023 | 12 |
Renaissance Technologies | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2022 | 12 |
1832 Asset Management L.P. | 12 | 12 | 0.00% | 0.10% | 0.28% | Q4 2020 | Q3 2023 | 12 |
HARBOR INVESTMENT ADVISORY, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
LifePlan Financial Group, Inc | 11 | 11 | 0.02% | 0.02% | 0.03% | Q1 2018 | Q3 2020 | 11 |
Prospera Financial Services Inc | 8 | 3 | 0.01% | 0.03% | 0.07% | Q2 2019 | Q2 2022 | 11 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 11 | 11 | 0.09% | 0.22% | 0.41% | Q1 2021 | Q3 2023 | 11 |
Shelter Mutual Insurance Co | 11 | 11 | 1.83% | 2.33% | 3.90% | Q1 2021 | Q3 2023 | 11 |
ETRADE Capital Management LLC | 11 | 11 | 6.75% | 8.08% | 10.17% | Q2 2013 | Q4 2015 | 11 |
Spectrum Management Group, LLC | 11 | 11 | 0.00% | 0.12% | 1.27% | Q1 2020 | Q3 2022 | 11 |
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 11 | 11 | 0.18% | 0.32% | 0.69% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Carmichael Hill & Associates, Inc. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2022 | 11 |
Lloyd Advisory Services, LLC. | 11 | 11 | 0.28% | 0.35% | 0.42% | Q4 2019 | Q2 2022 | 11 |
BLACKROCK ADVISORS LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2016 | 11 |
Allworth Financial LP | 10 | 1 | 0.00% | 1.16% | 2.06% | Q4 2019 | Q3 2023 | 11 |
AlphaStar Capital Management, LLC | 11 | 11 | 0.04% | 0.08% | 0.13% | Q3 2020 | Q1 2023 | 11 |
Aveo Capital Partners, LLC | 3 | 1 | 0.49% | 0.84% | 1.44% | Q2 2017 | Q3 2023 | 11 |
Allianz Asset Management GmbH | 9 | 2 | 0.00% | 0.04% | 0.11% | Q3 2017 | Q2 2020 | 11 |
Carroll Financial Associates, Inc. | 8 | 3 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q4 2021 | 11 |
MD Financial Management Inc. | 11 | 11 | 0.81% | 1.75% | 3.10% | Q2 2019 | Q4 2021 | 11 |
Hilltop Holdings Inc. | 10 | 1 | 0.10% | 0.13% | 0.14% | Q1 2015 | Q4 2017 | 11 |
SUNTRUST BANKS INC | 8 | 3 | 0.02% | 0.14% | 0.44% | Q2 2013 | Q3 2019 | 11 |
HighMark Wealth Management LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
STATE OF WISCONSIN INVESTMENT BOARD | 11 | 11 | 0.02% | 0.04% | 0.06% | Q1 2020 | Q3 2022 | 11 |
First Heartland Consultants, Inc. | 9 | 1 | 0.01% | 0.06% | 0.12% | Q2 2013 | Q3 2022 | 11 |
Selective Wealth Management, Inc. | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2022 | 11 |
Smith, Salley & Associates | 11 | 11 | 0.02% | 0.46% | 0.76% | Q1 2021 | Q3 2023 | 11 |
Canton Hathaway, LLC | 6 | 5 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 11 |
55I, LLC | 8 | 2 | 0.02% | 0.14% | 0.41% | Q4 2018 | Q1 2022 | 10 |
Valmark Advisers, Inc. | 7 | 3 | 0.00% | 1.26% | 2.07% | Q2 2020 | Q3 2023 | 10 |
Prestige Wealth Management Group LLC | 5 | 5 | 0.01% | 0.02% | 0.05% | Q4 2018 | Q2 2021 | 10 |
CLEAR STREET MARKETS LLC | 3 | 1 | 0.00% | 0.34% | 1.86% | Q2 2013 | Q1 2023 | 10 |
BlackRock Investment Management, LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2016 | 10 |
Physician Wealth Advisors, Inc. | 10 | 10 | 0.10% | 0.17% | 0.27% | Q2 2020 | Q3 2022 | 10 |
Newbridge Financial Services Group, Inc. | 10 | 10 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q2 2023 | 10 |
Sowell Financial Services LLC | 7 | 1 | 0.02% | 0.07% | 0.13% | Q4 2018 | Q1 2023 | 10 |
Van Hulzen Asset Management, LLC | 10 | 10 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 10 |
FARMERS & MERCHANTS INVESTMENTS INC | 8 | 2 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q2 2022 | 10 |
Ancora Advisors LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2022 | 10 |
WealthPLAN Partners, LLC | 8 | 2 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q2 2023 | 10 |
Commonwealth Financial Services, LLC | 10 | 10 | 0.02% | 0.02% | 0.06% | Q4 2014 | Q1 2017 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 10 |
Foundations Investment Advisors, LLC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Compagnie Lombard Odier SCmA | 10 | 10 | 0.01% | 0.05% | 0.08% | Q2 2021 | Q3 2023 | 10 |
Birchcreek Wealth Management, LLC | 10 | 10 | 0.32% | 0.53% | 0.74% | Q4 2020 | Q1 2023 | 10 |
NWAM LLC | 10 | 10 | 0.05% | 0.09% | 0.12% | Q4 2020 | Q1 2023 | 10 |
Edgemoor Investment Advisors, Inc. | 9 | 1 | 0.03% | 0.76% | 1.36% | Q2 2020 | Q3 2023 | 10 |
BerganKDV Wealth Management, LLC | 10 | 10 | 0.14% | 0.25% | 0.33% | Q1 2021 | Q2 2023 | 10 |
CITY HOLDING CO | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q1 2023 | 10 |
Beaumont Financial Partners, LLC | 2 | 1 | 0.02% | 0.36% | 1.96% | Q2 2013 | Q4 2021 | 10 |
Ratio Wealth Group | 6 | 1 | 0.44% | 1.85% | 3.90% | Q4 2020 | Q3 2023 | 9 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 9 | 9 | 0.00% | 1.00% | 3.05% | Q4 2013 | Q4 2015 | 9 |
Wealthcare Advisory Partners LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2021 | 9 |
Intelligence Driven Advisers, LLC | 9 | 9 | 0.08% | 0.52% | 0.87% | Q2 2021 | Q2 2023 | 9 |
Golden State Equity Partners | 6 | 3 | 0.13% | 0.21% | 0.46% | Q4 2020 | Q3 2023 | 9 |
Accel Wealth Management | 9 | 9 | 0.00% | 0.09% | 0.18% | Q4 2020 | Q4 2022 | 9 |
3EDGE Asset Management, LP | 9 | 9 | 0.14% | 0.19% | 0.27% | Q2 2020 | Q2 2022 | 9 |
Cribstone Capital Management, LLC | 9 | 9 | 0.00% | 0.05% | 0.10% | Q2 2016 | Q2 2018 | 9 |
Patriot Financial Group Insurance Agency, LLC | 9 | 9 | 0.02% | 0.04% | 0.05% | Q1 2018 | Q1 2020 | 9 |
Delos Wealth Advisors, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
SYNOVUS FINANCIAL CORP | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2022 | 9 |
One Wealth Advisors, LLC | 8 | 1 | 0.04% | 0.18% | 0.65% | Q1 2020 | Q4 2022 | 9 |
LAZARD ASSET MANAGEMENT LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2016 | 9 |
ARKANSAS FINANCIAL GROUP, INC. | 9 | 9 | 0.16% | 0.28% | 0.33% | Q4 2013 | Q4 2015 | 9 |
FLAGSTAR ADVISORS INC | 9 | 9 | 0.08% | 0.12% | 0.18% | Q3 2021 | Q3 2023 | 9 |
ASHFORD CAPITAL MANAGEMENT INC | 9 | 9 | 0.12% | 0.76% | 1.12% | Q1 2016 | Q1 2018 | 9 |
Baird Financial Group, Inc. | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2022 | 9 |
RELIANCE TRUST CO OF DELAWARE | 7 | 2 | 0.10% | 1.49% | 1.85% | Q2 2013 | Q4 2016 | 9 |
CENTRAL TRUST Co | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2016 | 9 |
Lion Street Advisors, LLC | 9 | 9 | 0.28% | 0.51% | 0.65% | Q3 2021 | Q3 2023 | 9 |
Archer Investment Corp | 9 | 9 | 0.03% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Bison Wealth, LLC | 8 | 1 | 0.00% | 0.02% | 0.15% | Q1 2016 | Q3 2021 | 9 |
Clearstead Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.05% | Q4 2021 | Q3 2023 | 8 |
MANAGED ACCOUNT ADVISORS LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2015 | 8 |
New Legacy Group, LLC | 8 | 8 | 0.09% | 0.77% | 1.16% | Q4 2021 | Q3 2023 | 8 |
MERCER GLOBAL ADVISORS INC /ADV | 4 | 1 | 0.00% | 0.01% | 0.06% | Q1 2021 | Q2 2023 | 8 |
Advocacy Wealth Management Services, LLC | 4 | 1 | 0.00% | 1.61% | 3.48% | Q2 2013 | Q4 2017 | 8 |
AIRE ADVISORS, LLC | 8 | 8 | 0.87% | 1.26% | 1.62% | Q4 2021 | Q3 2023 | 8 |
RiverFront Investment Group, LLC | 8 | 8 | 0.30% | 2.07% | 4.81% | Q4 2008 | Q3 2010 | 8 |
J.W. COLE ADVISORS, INC. | 4 | 1 | 0.01% | 0.03% | 0.13% | Q3 2020 | Q3 2023 | 8 |
Compass Financial Group, Inc. | 8 | 8 | 3.67% | 4.24% | 5.58% | Q3 2020 | Q2 2022 | 8 |
Mizuho Securities Co. Ltd. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 8 |
EP Wealth Advisors, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 8 |
Sage Advisory Services, Ltd.Co. | 8 | 8 | 4.30% | 4.75% | 5.04% | Q2 2013 | Q1 2015 | 8 |
BlackRock Fund Advisors | 8 | 8 | 0.02% | 0.03% | 0.04% | Q1 2015 | Q4 2016 | 8 |
Banco Santander, S.A. | 8 | 8 | 0.00% | 0.13% | 0.21% | Q4 2021 | Q3 2023 | 8 |
WOLVERINE TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2021 | 8 |
Security Financial Services, INC. | 8 | 8 | 0.14% | 0.25% | 0.37% | Q4 2021 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2023 | 8 |
Key FInancial Inc | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.08% | 0.13% | 0.22% | Q4 2021 | Q3 2023 | 8 |
Sumitomo Mitsui Trust Holdings, Inc. | 8 | 8 | 0.00% | 0.01% | 0.04% | Q3 2019 | Q2 2021 | 8 |
Peterson Financial Group, Inc. | 8 | 8 | 0.44% | 0.61% | 0.93% | Q4 2021 | Q3 2023 | 8 |
NewEdge Advisors, LLC | 8 | 8 | 0.01% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.00% | 0.12% | 0.81% | Q4 2021 | Q3 2023 | 8 |
MARIPAU WEALTH MANAGEMENT LLC | 8 | 8 | 0.54% | 0.81% | 1.09% | Q4 2021 | Q3 2023 | 8 |
Goodwin Investment Advisory | 8 | 8 | 0.00% | 0.07% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Tower Research Capital LLC (TRC) | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 8 |
ASB Consultores, LLC | 8 | 8 | 0.14% | 0.19% | 0.38% | Q4 2021 | Q3 2023 | 8 |
Teza Capital Management LLC | 8 | 8 | 0.04% | 0.09% | 0.15% | Q2 2020 | Q1 2022 | 8 |
Catalyst Capital Advisors LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q1 2022 | 8 |
Sargent Bickham Lagudis LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q4 2017 | 8 |
D.A. DAVIDSON & CO. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 8 |
KANALY TRUST CO | 8 | 8 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q1 2015 | 8 |
Clearview Wealth Advisors LLC | 8 | 8 | 0.01% | 0.07% | 0.08% | Q4 2020 | Q3 2022 | 8 |
Realta Investment Advisors | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 8 |
WealthShield Partners, LLC | 5 | 1 | 0.00% | 0.03% | 0.03% | Q4 2017 | Q1 2021 | 8 |
M&T BANK CORP | 6 | 2 | 0.00% | 0.06% | 0.10% | Q3 2020 | Q3 2023 | 8 |
Placemark Investments, Inc. | 7 | 7 | 0.07% | 0.09% | 0.12% | Q2 2013 | Q4 2014 | 7 |
Pantheon Investment Group, LLC | 7 | 7 | 0.20% | 0.42% | 0.65% | Q2 2020 | Q4 2021 | 7 |
MCF Advisors LLC | 7 | 7 | 0.02% | 1.55% | 2.43% | Q1 2022 | Q3 2023 | 7 |
MATHER GROUP, LLC. | 6 | 1 | 0.01% | 0.26% | 0.93% | Q4 2020 | Q3 2023 | 7 |
Apriem Advisors | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 7 |
AMI INVESTMENT MANAGEMENT INC | 2 | 1 | 0.08% | 0.11% | 0.18% | Q4 2013 | Q2 2016 | 7 |
Delek Group, Ltd. | 7 | 7 | 0.02% | 0.05% | 0.09% | Q4 2017 | Q2 2019 | 7 |
Newport Capital Group, LLC | 6 | 1 | 0.16% | 0.18% | 0.20% | Q4 2020 | Q3 2022 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.02% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
MEITAV INVESTMENT HOUSE LTD | 5 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2023 | 7 |
Center For Asset Management LLC | 7 | 7 | 1.21% | 2.29% | 3.14% | Q1 2022 | Q3 2023 | 7 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
NOESIS CAPITAL MANGEMENT CORP | 7 | 7 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Cornerstone Financial Partners, LLC | 7 | 7 | 0.08% | 0.68% | 1.06% | Q2 2016 | Q4 2017 | 7 |
OneDigital Investment Advisors LLC | 5 | 2 | 0.01% | 0.07% | 0.12% | Q3 2021 | Q3 2023 | 7 |
TUCKER ASSET MANAGEMENT LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Investors Research Corp | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Weaver Consulting Group | 7 | 7 | 0.03% | 0.07% | 0.09% | Q1 2019 | Q3 2020 | 7 |
Meiji Yasuda Life Insurance Co | 7 | 7 | 0.93% | 1.15% | 1.40% | Q1 2022 | Q3 2023 | 7 |
Csenge Advisory Group | 3 | 1 | 0.07% | 0.10% | 0.14% | Q3 2020 | Q3 2023 | 7 |
Sensible Financial Planning & Management, LLC. | 7 | 7 | 7.69% | 14.37% | 16.18% | Q1 2022 | Q3 2023 | 7 |
Koshinski Asset Management, Inc. | 4 | 3 | 0.00% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 7 |
Koss-Olinger Consulting, LLC | 7 | 7 | 0.05% | 0.07% | 0.10% | Q1 2022 | Q3 2023 | 7 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2022 | 7 |
Savior LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2021 | 7 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 7 | 7 | 0.05% | 0.10% | 0.12% | Q3 2020 | Q1 2022 | 7 |
CreativeOne Wealth, LLC | 4 | 3 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 7 |
Investors Capital Advisory Services | 4 | 3 | 0.05% | 0.05% | 0.06% | Q3 2014 | Q2 2016 | 7 |
Hudson Capital Management LLC | 7 | 7 | 0.21% | 0.31% | 0.39% | Q4 2017 | Q2 2019 | 7 |
Fosun International Ltd | 5 | 2 | 0.22% | 1.88% | 3.27% | Q4 2019 | Q4 2021 | 7 |
NATIONAL BANK OF CANADA /FI/ | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
ROBSHAW & JULIAN ASSOCIATES INC | 7 | 7 | 0.15% | 0.24% | 0.42% | Q4 2015 | Q2 2017 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 7 |
Continuum Advisory, LLC | 7 | 7 | 0.06% | 0.09% | 0.13% | Q1 2022 | Q3 2023 | 7 |
Transamerica Financial Advisors, Inc. | 5 | 1 | 0.01% | 0.02% | 0.11% | Q1 2015 | Q2 2020 | 6 |
Azimuth Capital Management LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
CREDIT SUISSE AG/ | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q1 2015 | 6 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 6 |
LIBERTY WEALTH MANAGEMENT LLC | 6 | 6 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q3 2021 | 6 |
Mosaic Family Wealth, LLC | 6 | 6 | 0.11% | 0.54% | 0.99% | Q4 2017 | Q1 2019 | 6 |
Tradewinds Capital Management, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 6 |
BARINGS LLC | 6 | 6 | 0.06% | 0.30% | 0.64% | Q3 2019 | Q4 2020 | 6 |
CAPITAL ONE FINANCIAL CORP | 6 | 6 | 2.75% | 3.59% | 4.43% | Q4 2020 | Q1 2022 | 6 |
Intrua Financial, LLC | 6 | 6 | 0.06% | 0.11% | 0.17% | Q1 2021 | Q2 2022 | 6 |
MASSACHUSETTS MUTUAL LIFE INSURANCE CO | 5 | 1 | 0.32% | 0.85% | 1.15% | Q3 2013 | Q1 2015 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
TORONTO DOMINION BANK | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 6 |
Bedel Financial Consulting, Inc. | 5 | 1 | 0.00% | 0.33% | 0.42% | Q3 2018 | Q4 2021 | 6 |
Strategic Investment Advisors / MI | 5 | 1 | 0.38% | 0.50% | 0.58% | Q1 2022 | Q3 2023 | 6 |
HighTower Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 6 |
Fermata Advisors, LLC | 6 | 6 | 0.07% | 0.38% | 1.01% | Q1 2021 | Q2 2022 | 6 |
SG Americas Securities, LLC | 6 | 6 | 0.00% | 0.02% | 0.07% | Q1 2016 | Q2 2017 | 6 |
Firestone Capital Management | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2021 | 6 |
Betterment LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 6 |
Cordasco Financial Network | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q1 2015 | 6 |
BROWN BROTHERS HARRIMAN & CO | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 6 |
Eudaimonia Partners, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q1 2021 | 6 |
TCI Wealth Advisors, Inc. | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2012 | Q2 2022 | 6 |
New Millennium Group LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
RWA WEALTH PARTNERS, LLC | 6 | 6 | 0.01% | 0.03% | 0.06% | Q1 2017 | Q2 2018 | 6 |
CVA Family Office, LLC | 4 | 2 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2022 | 6 |
Congress Wealth Management LLC / DE / | 4 | 2 | 0.00% | 0.02% | 0.06% | Q4 2021 | Q3 2023 | 6 |
Glassy Mountain Advisors, Inc. | 3 | 1 | 0.99% | 1.52% | 2.67% | Q4 2021 | Q3 2023 | 6 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2017 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Financial Network Wealth Management LLC | 6 | 6 | 0.13% | 0.16% | 0.21% | Q4 2020 | Q1 2022 | 6 |
HL FINANCIAL SERVICES LLC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q3 2014 | 6 |
UBS AG | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
Sanchez Wealth Management Group | 6 | 6 | 0.25% | 3.88% | 8.88% | Q2 2020 | Q3 2021 | 6 |
Strategic Blueprint, LLC | 5 | 1 | 0.00% | 0.04% | 0.07% | Q3 2019 | Q2 2022 | 6 |
Stratos Wealth Advisors, LLC | 5 | 1 | 0.00% | 0.04% | 0.08% | Q1 2020 | Q3 2023 | 6 |
SIGNATUREFD, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 6 |
Trilogy Capital Inc. | 6 | 6 | 0.85% | 1.02% | 1.24% | Q2 2022 | Q3 2023 | 6 |
Saba Capital Management, L.P. | 5 | 1 | 0.01% | 0.24% | 0.77% | Q2 2013 | Q4 2014 | 6 |
Stifel Trust Company, N.A. | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q3 2014 | 6 |
Tolleson Wealth Management, Inc. | 6 | 6 | 0.54% | 1.26% | 2.13% | Q2 2022 | Q3 2023 | 6 |
FIRST NATIONAL CORP /MA/ /ADV | 6 | 6 | 0.23% | 0.31% | 0.59% | Q4 2018 | Q1 2020 | 6 |
Ausdal Financial Partners, Inc. | 5 | 1 | 0.04% | 0.07% | 0.08% | Q4 2015 | Q3 2022 | 6 |
DOW CHEMICAL CO /DE/ | 6 | 6 | 0.39% | 1.36% | 2.04% | Q2 2021 | Q3 2022 | 6 |
MONEY CONCEPTS CAPITAL CORP | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 5 |
Merit Financial Group, LLC | 5 | 5 | 0.14% | 0.17% | 0.19% | Q3 2022 | Q3 2023 | 5 |
Global Wealth Strategies & Associates | 5 | 5 | 0.00% | 0.61% | 2.95% | Q4 2022 | Q4 2023 | 5 |
BESSEMER GROUP INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2022 | 5 |
Meadow Creek Wealth Advisors LLC | 4 | 1 | 0.43% | 0.53% | 0.70% | Q4 2019 | Q3 2022 | 5 |
Avion Wealth | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Rehmann Capital Advisory Group | 3 | 2 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2019 | 5 |
Royal Fund Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 5 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Fort Point Capital Partners LLC | 5 | 5 | 0.03% | 0.04% | 0.07% | Q3 2022 | Q3 2023 | 5 |
WIN ADVISORS, INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 5 | 5 | 0.11% | 0.30% | 0.53% | Q4 2019 | Q4 2020 | 5 |
Wealth & Pension Services Group, Inc. | 5 | 5 | 1.19% | 1.34% | 1.72% | Q3 2018 | Q3 2019 | 5 |
Mariner, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
TD Capital Management LLC | 5 | 5 | 0.01% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
TOWNSQUARE CAPITAL LLC | 3 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 5 |
Freedom Investment Management, Inc. | 3 | 2 | 0.04% | 0.16% | 0.28% | Q1 2013 | Q3 2015 | 5 |
TDAM USA INC. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
CITIZENS FINANCIAL GROUP INC/RI | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2016 | 5 |
AlphaMark Advisors, LLC | 3 | 2 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 5 |
Verition Fund Management LLC | 3 | 1 | 0.00% | 0.07% | 0.20% | Q3 2020 | Q1 2023 | 5 |
EVERGREEN CAPITAL MANAGEMENT LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 5 | 5 | 0.12% | 0.93% | 4.02% | Q4 2020 | Q4 2021 | 5 |
Ascent Group, LLC | 3 | 2 | 0.12% | 0.19% | 0.28% | Q4 2021 | Q3 2023 | 5 |
WBH ADVISORY INC | 3 | 2 | 0.06% | 0.11% | 0.18% | Q2 2022 | Q3 2023 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2017 | 5 |
Long Run Wealth Advisors, LLC | 5 | 5 | 4.48% | 7.45% | 11.92% | Q3 2022 | Q3 2023 | 5 |
VALLEY NATIONAL ADVISERS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Ruggie Capital Group | 4 | 1 | 0.15% | 0.52% | 0.93% | Q2 2018 | Q3 2019 | 5 |
SouthState Corp | 3 | 2 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q1 2023 | 5 |
B.O.S.S. Retirement Advisors, LLC | 5 | 5 | 0.14% | 0.15% | 0.16% | Q4 2022 | Q4 2023 | 5 |
CAROLINAS WEALTH CONSULTING LLC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q2 2023 | 5 |
Crewe Advisors LLC | 5 | 5 | 0.02% | 0.04% | 0.05% | Q4 2017 | Q4 2018 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Snider Financial Group | 5 | 5 | 0.14% | 0.20% | 0.33% | Q2 2021 | Q2 2022 | 5 |
Apollon Wealth Management, LLC | 3 | 1 | 0.02% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 5 |
WBI INVESTMENTS, LLC | 5 | 5 | 0.39% | 0.71% | 0.92% | Q3 2015 | Q3 2016 | 5 |
FLAGSHIP HARBOR ADVISORS, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2020 | 5 |
Seascape Capital Management | 4 | 1 | 0.12% | 0.34% | 0.41% | Q2 2022 | Q3 2023 | 5 |
Asset Dedication, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 5 |
Icon Wealth Partners, LLC | 3 | 1 | 0.00% | 0.02% | 0.02% | Q1 2019 | Q3 2023 | 5 |
Baker Avenue Asset Management, LP | 5 | 5 | 0.00% | 0.13% | 0.26% | Q3 2022 | Q3 2023 | 5 |
Qube Research & Technologies Ltd | 4 | 1 | 0.00% | 0.03% | 0.14% | Q3 2021 | Q3 2023 | 5 |
Tri-Star Advisors Inc. | 3 | 2 | 0.09% | 0.38% | 1.47% | Q2 2020 | Q3 2021 | 5 |
Karp Capital Management Corp | 4 | 1 | 0.00% | 0.02% | 0.02% | Q4 2014 | Q4 2018 | 5 |
Global Trust Asset Management, LLC | 5 | 5 | 0.10% | 0.12% | 0.15% | Q1 2021 | Q1 2022 | 5 |
FinTrust Investment Advisory Services, LLC | 2 | 2 | 0.18% | 0.59% | 1.03% | Q2 2013 | Q4 2017 | 4 |
Simplicity Wealth,LLC | 4 | 4 | 4.07% | 4.48% | 4.81% | Q4 2022 | Q3 2023 | 4 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 4 | 4 | 4.41% | 4.97% | 5.42% | Q2 2016 | Q1 2017 | 4 |
Fluent Financial, LLC | 4 | 4 | 1.41% | 1.65% | 1.85% | Q4 2022 | Q3 2023 | 4 |
Cypress Wealth Services, LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q3 2020 | Q2 2021 | 4 |
Erickson Financial Group, LLC | 4 | 4 | 3.32% | 3.38% | 3.49% | Q4 2022 | Q3 2023 | 4 |
METROPOLITAN LIFE INSURANCE CO/NY | 4 | 4 | 0.10% | 0.11% | 0.11% | Q1 2016 | Q4 2016 | 4 |
RIDGECREST WEALTH PARTNERS, LLC | 4 | 4 | 0.31% | 0.41% | 0.57% | Q1 2021 | Q4 2021 | 4 |
Pinnacle Advisory Group, Inc. | 4 | 4 | 2.82% | 4.21% | 5.06% | Q2 2020 | Q1 2021 | 4 |
JARISLOWSKY, FRASER Ltd | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
PRUDENTIAL FINANCIAL INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 4 |
Azimuth Capital Investment Management LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Family Asset Management, LLC | 4 | 4 | 0.21% | 0.33% | 0.47% | Q4 2022 | Q3 2023 | 4 |
Aprio Wealth Management, LLC | 2 | 2 | 0.12% | 1.73% | 6.29% | Q3 2022 | Q3 2023 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
CITY NATIONAL BANK | 3 | 1 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q1 2015 | 4 |
Triumph Capital Management | 2 | 2 | 0.10% | 0.15% | 0.26% | Q3 2021 | Q1 2023 | 4 |
Columbus Macro, LLC | 4 | 4 | 1.04% | 1.35% | 1.68% | Q4 2022 | Q3 2023 | 4 |
JANUS HENDERSON GROUP PLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
Moloney Securities Asset Management, LLC | 4 | 4 | 0.15% | 0.19% | 0.22% | Q1 2017 | Q4 2017 | 4 |
ALESCO ADVISORS LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 4 |
MTM Investment Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Ameritas Investment Company, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2021 | 4 |
FRANKLIN RESOURCES INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2022 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Valeo Financial Advisors, LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Capital Advisory Group Advisory Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 4 |
Kore Private Wealth LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2020 | 4 |
Ionic Capital Management LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q4 2015 | 4 |
HRT FINANCIAL LP | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2023 | 4 |
Blue Trust, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.02% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Financial Advocates Investment Management | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 4 |
Gryphon Financial Partners LLC | 4 | 4 | 0.03% | 0.06% | 0.07% | Q2 2022 | Q1 2023 | 4 |
WealthOne, LLC | 2 | 1 | 0.11% | 0.26% | 0.50% | Q2 2019 | Q3 2021 | 4 |
Interchange Capital Partners, LLC | 4 | 4 | 0.26% | 0.34% | 0.43% | Q4 2020 | Q3 2021 | 4 |
People's United Financial, Inc. | 4 | 4 | 0.29% | 0.44% | 0.74% | Q2 2021 | Q1 2022 | 4 |
Wescott Financial Advisory Group, LLC | 4 | 4 | 0.07% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Plante Moran Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2020 | 4 |
Retirement Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Jaffetilchin Investment Partners, LLC | 4 | 4 | 0.06% | 0.15% | 0.22% | Q2 2019 | Q1 2020 | 4 |
PayPay Securities Corp | 4 | 4 | 0.35% | 0.66% | 1.07% | Q4 2022 | Q3 2023 | 4 |
NATIONAL PLANNING CORP | 3 | 1 | 0.00% | 0.58% | 1.83% | Q2 2013 | Q4 2014 | 4 |
JGP Wealth Management, LLC | 4 | 4 | 0.08% | 0.28% | 0.87% | Q4 2018 | Q3 2019 | 4 |
Beacon Pointe Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Clal Insurance Enterprises Holdings Ltd | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2015 | 4 |
First Command Advisory Services, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.03% | 0.11% | 0.25% | Q4 2022 | Q3 2023 | 4 |
FIRST FINANCIAL CORP /IN/ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
WASHINGTON TRUST BANK | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2018 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
NATIXIS ADVISORS, L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 4 |
NatWest Group plc | 2 | 2 | 0.05% | 0.08% | 0.15% | Q3 2016 | Q3 2017 | 4 |
BOSTON FINANCIAL MANGEMENT LLC | 4 | 4 | 0.70% | 0.72% | 0.76% | Q4 2022 | Q3 2023 | 4 |
SWMG, LLC | 4 | 4 | 1.10% | 1.26% | 1.41% | Q3 2022 | Q2 2023 | 4 |
US FINANCIAL ADVISORS, LLC | 4 | 4 | 1.64% | 1.75% | 1.85% | Q4 2022 | Q3 2023 | 4 |
THRIVENT FINANCIAL FOR LUTHERANS | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 4 |
Beaumont Capital Management, LLC | 3 | 1 | 1.75% | 1.99% | 2.09% | Q4 2021 | Q3 2023 | 4 |
First Allied Advisory Services, Inc. | 2 | 1 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2020 | 4 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 4 | 4 | 0.12% | 0.14% | 0.16% | Q4 2017 | Q3 2018 | 4 |
FLOW TRADERS U.S. LLC | 2 | 2 | 0.01% | 0.22% | 0.84% | Q2 2020 | Q4 2021 | 4 |
Riggs Asset Managment Co. Inc. | 4 | 4 | 0.00% | 0.64% | 2.53% | Q4 2019 | Q3 2020 | 4 |
FourThought Financial, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Temasek Holdings (Private) Ltd | 2 | 1 | 0.16% | 0.68% | 1.03% | Q3 2020 | Q4 2021 | 3 |
Old North State Trust, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2021 | 3 |
DHK Financial Advisors, Inc. | 3 | 3 | 0.54% | 0.64% | 0.79% | Q1 2023 | Q3 2023 | 3 |
Americana Partners, LLC | 2 | 1 | 0.00% | 1.56% | 2.38% | Q4 2019 | Q3 2023 | 3 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 2 | 1 | 0.02% | 0.04% | 0.08% | Q1 2022 | Q3 2023 | 3 |
CFS Investment Advisory Services, LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q2 2022 | 3 |
Japan Science & Technology Agency | 3 | 3 | 3.93% | 4.03% | 4.18% | Q1 2023 | Q3 2023 | 3 |
Partnervest Advisory Services LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q4 2013 | 3 |
Perella Weinberg Partners Capital Management LP | 3 | 3 | 0.26% | 0.34% | 0.45% | Q2 2017 | Q4 2017 | 3 |
Arkadios Wealth Advisors | 1 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 3 |
Princeton Global Asset Management LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Beacon Capital Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2022 | Q3 2023 | 3 |
SII INVESTMENTS INC/WI | 3 | 3 | 0.08% | 0.35% | 0.70% | Q2 2013 | Q4 2013 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
WFG Advisors, LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Baystate Wealth Management LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 3 |
B. Riley Wealth Management, Inc. | 3 | 3 | 0.00% | 0.02% | 0.03% | Q4 2021 | Q2 2022 | 3 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2019 | 3 |
Marcum Wealth, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q1 2023 | 3 |
Colonial Trust Co / SC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Truadvice, LLC | 3 | 3 | 0.07% | 0.17% | 0.36% | Q4 2020 | Q2 2021 | 3 |
RFG Advisory, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Perigon Wealth Management, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 3 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 2.36% | 2.40% | 2.45% | Q1 2023 | Q3 2023 | 3 |
Register Financial Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.06% | 0.12% | 0.20% | Q2 2013 | Q4 2013 | 3 |
TFB Advisors LLC | 3 | 3 | 0.27% | 0.35% | 0.40% | Q4 2022 | Q2 2023 | 3 |
FEDERAL RESERVE BANK OF NEW YORK | 3 | 3 | 2.08% | 2.20% | 2.40% | Q4 2020 | Q2 2021 | 3 |
STRATEGY ASSET MANAGERS LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q1 2023 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 3 |
Vontobel Holding Ltd. | 3 | 3 | 0.08% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
ATTICUS WEALTH MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2022 | 3 |
Western Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Cerity Partners LLC | 3 | 3 | 0.00% | 0.05% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Clark Capital Management Group, Inc. | 1 | 1 | 0.02% | 0.07% | 0.11% | Q4 2021 | Q3 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Lenox Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
MONETA GROUP INVESTMENT ADVISORS LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
CAPITAL ADVISORS INC/OK | 3 | 3 | 0.82% | 0.85% | 0.90% | Q1 2023 | Q3 2023 | 3 |
PEOPLES BANK /OH | 3 | 3 | 0.13% | 0.14% | 0.14% | Q4 2015 | Q2 2016 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 3 |
Financial Gravity Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Financial Avengers, Inc. | 3 | 3 | 0.03% | 0.15% | 0.28% | Q1 2023 | Q3 2023 | 3 |
Headlands Technologies LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Empowered Funds, LLC | 2 | 1 | 0.60% | 1.54% | 3.32% | Q4 2019 | Q3 2020 | 3 |
PALLADIUM PARTNERS LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 3 |
INVESTMENT CENTERS OF AMERICA INC | 2 | 1 | 0.68% | 1.27% | 2.44% | Q2 2013 | Q1 2014 | 3 |
ARGI Investment Services, LLC | 3 | 3 | 0.55% | 0.59% | 0.63% | Q2 2022 | Q4 2022 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
STEPHENS INC /AR/ | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
Mach-1 Financial Group, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q1 2023 | 3 |
TrueWealth Advisors, LLC | 3 | 3 | 0.09% | 0.14% | 0.17% | Q4 2021 | Q2 2022 | 3 |
Midwest Professional Planners, LTD. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q2 2018 | 3 |
TD Waterhouse Canada Inc. | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
ENZI WEALTH | 3 | 3 | 0.60% | 1.12% | 1.45% | Q3 2022 | Q1 2023 | 3 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
CAHILL FINANCIAL ADVISORS INC | 2 | 1 | 0.00% | 0.08% | 0.13% | Q3 2021 | Q3 2023 | 3 |
EPG Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Manchester Capital Management LLC | 3 | 3 | 0.03% | 0.04% | 0.06% | Q1 2015 | Q3 2015 | 3 |
Westover Capital Advisors, LLC | 3 | 3 | 2.90% | 3.00% | 3.13% | Q1 2023 | Q3 2023 | 3 |
DFPG INVESTMENTS, LLC | 3 | 3 | 0.08% | 0.14% | 0.22% | Q1 2023 | Q3 2023 | 3 |
ShoreHaven Wealth Partners, LLC | 1 | 1 | 0.48% | 0.80% | 1.35% | Q2 2022 | Q3 2023 | 3 |
BDO Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 3 |
Strategic Income Management, LLC | 3 | 3 | 2.57% | 2.59% | 2.62% | Q4 2014 | Q2 2015 | 3 |
FundX Investment Group, LLC | 3 | 3 | 3.21% | 4.56% | 6.95% | Q2 2020 | Q4 2020 | 3 |
Insight Wealth Partners, LLC | 3 | 3 | 2.25% | 2.77% | 3.25% | Q1 2022 | Q3 2022 | 3 |
One Capital Management, LLC | 3 | 3 | 0.52% | 1.00% | 1.29% | Q1 2023 | Q3 2023 | 3 |
Virtue Capital Management, LLC | 3 | 3 | 0.24% | 0.27% | 0.34% | Q1 2023 | Q3 2023 | 3 |
ALBION FINANCIAL GROUP /UT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Swift Run Capital | 3 | 3 | 0.34% | 0.38% | 0.41% | Q2 2020 | Q4 2020 | 3 |
Miracle Mile Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
IFC Holdings Incorporated/FL | 3 | 3 | 0.15% | 0.59% | 1.27% | Q2 2013 | Q4 2013 | 3 |
Montecito Bank & Trust | 3 | 3 | 0.13% | 0.24% | 0.41% | Q2 2023 | Q4 2023 | 3 |
McAdam, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
NTV ASSET MANAGEMENT LLC | 3 | 3 | 0.09% | 0.10% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3 | 3 | 0.06% | 0.10% | 0.14% | Q3 2016 | Q1 2017 | 3 |
Horan Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q1 2023 | 3 |
Trivant Custom Portfolio Group, LLC | 3 | 3 | 2.36% | 2.43% | 2.50% | Q1 2023 | Q3 2023 | 3 |
First Personal Financial Services | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
THEORY FINANCIAL LLC | 3 | 3 | 0.31% | 6.91% | 10.63% | Q4 2021 | Q2 2022 | 3 |
Permanens Capital L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Hanlon Investment Management, Inc. | 3 | 3 | 0.11% | 0.11% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.04% | 0.08% | Q4 2022 | Q4 2023 | 2 |
WEDBUSH SECURITIES INC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q2 2016 | 2 |
Industrial Alliance Investment Management Inc. | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Wealthspire Advisors, L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
TRUSTCORE FINANCIAL SERVICES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2019 | 2 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Capital Analysts, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 2 |
Capital Advisors, Ltd. LLC | 2 | 2 | 0.10% | 0.17% | 0.23% | Q4 2013 | Q1 2014 | 2 |
Phoenix Holdings Ltd. | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2019 | Q4 2019 | 2 |
Quantitative Strategies, Inc. | 2 | 2 | 3.32% | 3.32% | 3.32% | Q2 2023 | Q3 2023 | 2 |
Advisors Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2021 | 2 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q4 2021 | 2 |
San Luis Wealth Advisors LLC | 1 | 1 | 1.78% | 2.15% | 2.53% | Q3 2021 | Q1 2022 | 2 |
PRINCIPAL FINANCIAL GROUP INC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q1 2023 | 2 |
Zions Bancorporation, N.A. | 1 | 1 | 0.00% | 0.03% | 0.05% | Q4 2018 | Q3 2020 | 2 |
CMH Wealth Management LLC | 2 | 2 | 1.35% | 1.35% | 1.35% | Q2 2022 | Q3 2022 | 2 |
Cedar Brook Financial Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 2 |
Veery Capital, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Concorde Asset Management, LLC | 2 | 2 | 0.42% | 0.51% | 0.60% | Q4 2014 | Q1 2015 | 2 |
Mine & Arao Wealth Creation & Management, LLC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
FIRETHORN WEALTH PARTNERS, LLC | 2 | 2 | 0.28% | 0.56% | 0.85% | Q4 2020 | Q1 2021 | 2 |
Concord Wealth Partners | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q1 2022 | 2 |
Wayfinding Financial, LLC | 1 | 1 | 1.95% | 1.95% | 1.95% | Q4 2021 | Q4 2022 | 2 |
Catamount Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
Summit Financial, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CNO Financial Group, Inc. | 2 | 2 | 14.78% | 16.09% | 17.40% | Q4 2020 | Q1 2021 | 2 |
Aspire Private Capital, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
DUBUQUE BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 2 |
FC Advisory LLC | 2 | 2 | 0.14% | 0.15% | 0.15% | Q4 2017 | Q1 2018 | 2 |
Wilshire Advisors LLC | 2 | 2 | 0.80% | 0.81% | 0.82% | Q3 2022 | Q4 2022 | 2 |
AVANTAX ADVISORY SERVICES, INC. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 2 |
FWL INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
Cutler Group LLC / CA | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q2 2016 | 2 |
Moisand Fitzgerald Tamayo, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2020 | 2 |
CARDIFF PARK ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Center for Financial Planning, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2023 | 2 |
Kingdom Financial Group LLC. | 2 | 2 | 5.64% | 5.70% | 5.76% | Q2 2023 | Q3 2023 | 2 |
Oakworth Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 2 |
20/20 Capital Management, Inc. | 2 | 2 | 0.12% | 0.43% | 0.74% | Q3 2020 | Q4 2020 | 2 |
Eagle Bay Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Arete Wealth Advisors, LLC | 2 | 2 | 0.04% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
FULTON BREAKEFIELD BROENNIMAN LLC | 2 | 2 | 0.06% | 0.22% | 0.38% | Q2 2023 | Q3 2023 | 2 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Pallas Capital Advisors LLC | 1 | 1 | 0.04% | 0.11% | 0.18% | Q2 2021 | Q3 2023 | 2 |
Virtu Financial LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q2 2018 | 2 |
Baldrige Asset Management LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Jefferies Group LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Waverly Advisors, LLC | 2 | 2 | 0.16% | 0.27% | 0.38% | Q3 2016 | Q4 2016 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
LGT Financial Advisors LLC | 2 | 2 | 0.01% | 0.04% | 0.06% | Q2 2023 | Q3 2023 | 2 |
KMS FINANCIAL SERVICES, INC | 2 | 2 | 0.05% | 0.06% | 0.08% | Q2 2013 | Q3 2013 | 2 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 2 |
AlphaCore Capital LLC | 1 | 1 | 0.00% | 0.25% | 0.50% | Q1 2020 | Q3 2021 | 2 |
Allred Capital Management, LLC | 2 | 2 | 0.22% | 0.23% | 0.24% | Q1 2022 | Q2 2022 | 2 |
Bellecapital International Ltd. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
FineMark National Bank & Trust | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2013 | 2 |
First Command Bank | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Versant Capital Management, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
OXFORD FINANCIAL GROUP, LTD. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 2 |
Kalos Management, Inc. | 2 | 2 | 0.21% | 0.24% | 0.28% | Q1 2021 | Q2 2021 | 2 |
BANK OF NOVA SCOTIA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
JFS WEALTH ADVISORS, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2022 | Q3 2022 | 2 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2015 | 2 |
Laurel Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Sage Mountain Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 2 | 2 | 0.22% | 0.40% | 0.58% | Q2 2023 | Q3 2023 | 2 |
Mirador Capital Partners LP | 2 | 2 | 0.13% | 0.21% | 0.30% | Q3 2019 | Q4 2019 | 2 |
CABANA LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 2 |
Provident Investment Management, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.55% | 1.08% | Q4 2020 | Q3 2022 | 2 |
STOCK YARDS BANK & TRUST CO | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2016 | Q3 2016 | 2 |
Cape Investment Advisory, Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
ADVISOR PARTNERS II, LLC | 2 | 2 | 0.01% | 0.04% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Advisory Alpha, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
NORTHWESTERN MUTUAL LIFE INSURANCE CO | 2 | 2 | 2.64% | 3.74% | 4.83% | Q2 2013 | Q3 2013 | 2 |
Clearstead Trust, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
First Command Financial Services, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
S.A. Mason LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2020 | 2 |
OXFORD ASSET MANAGEMENT LLP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
Beaumont Financial Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Arcadia Wealth Management, LLC | 2 | 2 | 2.36% | 2.41% | 2.47% | Q4 2022 | Q1 2023 | 2 |
Avior Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 2 |
True Wealth Design, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Crow Point Partners, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2017 | Q4 2017 | 2 |
Red Door Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2020 | 2 |
Stonebridge Capital Advisors LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 2 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 2 | 2 | 0.09% | 0.12% | 0.14% | Q4 2021 | Q1 2022 | 2 |
True Link Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Ullmann Wealth Partners Group, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2017 | Q2 2017 | 1 |
Laird Norton Wetherby Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
CAMBRIDGE TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Waterloo Capital, L.P. | 1 | 1 | 0.87% | 0.87% | 0.87% | Q3 2023 | Q3 2023 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 2.55% | 2.55% | 2.55% | Q2 2013 | Q2 2013 | 1 |
Dynamic Technology Lab Private Ltd | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
TIAA Kaspick, LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q2 2020 | Q2 2020 | 1 |
Camelot Portfolios, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
TIAA, FSB | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Semmax Financial Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Hall Kathryn A. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2014 | Q4 2014 | 1 |
Glass Jacobson Investment Advisors llc | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Charles Schwab Investment Advisory, Inc. | 1 | 1 | 5.09% | 5.09% | 5.09% | Q2 2013 | Q2 2013 | 1 |
BOKF, NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Tortoise Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
KerberRose Wealth Management, LLC | 1 | 1 | 2.10% | 2.10% | 2.10% | Q2 2022 | Q2 2022 | 1 |
AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2013 | Q4 2013 | 1 |
Pensionmark Financial Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
DRW Securities, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2013 | Q3 2013 | 1 |
Cornerstone Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Detalus Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
tru Independence LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Sound Financial Strategies Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Radnor Capital Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Clarkston Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Leucadia National | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2023 | Q2 2023 | 1 |
CETERA INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2016 | Q4 2016 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
ARROW FINANCIAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Campbell Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Financial Architects, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
BANK HAPOALIM BM | 1 | 1 | 1.98% | 1.98% | 1.98% | Q3 2023 | Q3 2023 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
GoalVest Advisory LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2013 | Q1 2013 | 1 |
WealthBridge Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Capital Planning LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2020 | Q4 2020 | 1 |
Personal Capital Advisors Corp | 1 | 1 | 2.32% | 2.32% | 2.32% | Q4 2022 | Q4 2022 | 1 |
MAGNOLIA CAPITAL ADVISORS LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
Crabel Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
FSC Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Regal Investment Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
SNS Financial Group, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2013 | Q1 2013 | 1 |
OTA Financial Group L.P. | 1 | 1 | 1.39% | 1.39% | 1.39% | Q3 2013 | Q3 2013 | 1 |
Strategic Financial Concepts, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
American Trust | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
WHITTIER TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Kovitz Investment Group Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2023 | Q3 2023 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2020 | Q4 2020 | 1 |
MONECO Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
Kistler-Tiffany Companies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 1.24% | 1.24% | 1.24% | Q2 2021 | Q2 2021 | 1 |
Cosner Financial Group, LLC | 1 | 1 | 9.69% | 9.69% | 9.69% | Q3 2023 | Q3 2023 | 1 |
Neuberger Berman Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
WestEnd Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Connecticut Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Meridian Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
H&H Retirement Design & Management INC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2020 | Q2 2020 | 1 |
SIENA CAPITAL LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Founders Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
CI INVESTMENTS INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Financial Advisory Group | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
VALLEY WEALTH MANAGERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Invesco Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
ST GERMAIN D J CO INC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2023 | Q4 2023 | 1 |
Bremer Bank National Association | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
PSI Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Voya Financial Advisors, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2015 | Q1 2015 | 1 |
Jacobi Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
First Western Capital Management Co | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2014 | Q4 2014 | 1 |
Gleason Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
AXA S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Certified Advisory Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Yorktown Management & Research Co Inc | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q2 2013 | 1 |
Freestone Capital Holdings, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
SYM FINANCIAL Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
BlackRock Group LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Braver Wealth Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2016 | Q4 2016 | 1 |
ENTERPRISE FINANCIAL SERVICES CORP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
Meristem Family Wealth, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
CONNING INC. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2019 | Q4 2019 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Focused Wealth Management, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
THOMASPARTNERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Icon Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Hudock, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Bristlecone Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Cedar Mountain Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
OAK HARBOR WEALTH PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Clarity Wealth Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
McIlrath & Eck, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Chicago Partners Investment Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
Prostatis Group LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
DB Wealth Management Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2019 | Q1 2019 | 1 |
VitalStone Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
HORIZON FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Parisi Gray Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Rotella Capital Management, Inc. | 1 | 1 | 0.87% | 0.87% | 0.87% | Q4 2013 | Q4 2013 | 1 |
BBVA USA Bancshares, Inc. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2021 | Q1 2021 | 1 |
Empirical Finance, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2017 | Q4 2017 | 1 |
Timber Creek Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
SJS Investment Consulting Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Annapolis Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Keystone Financial Services | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
CHANNEL WEALTH LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2023 | Q1 2023 | 1 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2023 | Q1 2023 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 1 | 1 | 2.46% | 2.46% | 2.46% | Q3 2014 | Q3 2014 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Friedenthal Financial | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2019 | Q2 2019 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Efficient Market Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Nemes Rush Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Penobscot Investment Management Company, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
DAVENPORT & Co LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2020 | Q1 2020 | 1 |
American Family Insurance Mutual Holding Co | 1 | 1 | 6.24% | 6.24% | 6.24% | Q2 2022 | Q2 2022 | 1 |
Scott Capital Advisors, LLC | 1 | 1 | 0.98% | 0.98% | 0.98% | Q1 2022 | Q1 2022 | 1 |
WASHINGTON TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Lido Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Hoxton Planning & Management, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2020 | Q4 2020 | 1 |
HM PAYSON & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Disciplined Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
KCS Wealth Advisory | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2019 | Q3 2019 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Ten Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
HARBOR CAPITAL ADVISORS, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
WealthPlan Investment Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Analyst IMS Investment Management Services Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Buck Wealth Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Sandbox Financial Partners, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2021 | Q2 2021 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
THOMPSON SIEGEL & WALMSLEY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Private Portfolio Partners LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2019 | Q2 2019 | 1 |
New Republic Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Laffer Tengler Investments, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.