Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 23 | 1 | 0.00% | 0.00% | 0.05% | Q2 2013 | Q3 2023 | 99 |
Citadel Advisors | 26 | 2 | 0.00% | 0.00% | 0.04% | Q1 2014 | Q3 2023 | 73 |
WOLVERINE TRADING, LLC | 17 | 3 | 0.00% | 0.01% | 0.06% | Q2 2016 | Q2 2023 | 60 |
Rehmann Capital Advisory Group | 42 | 15 | 0.00% | 0.82% | 3.87% | Q1 2009 | Q3 2023 | 57 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.00% | 0.05% | Q1 2012 | Q3 2023 | 48 |
HUNTINGTON NATIONAL BANK | 29 | 1 | 0.00% | 0.25% | 0.64% | Q1 2009 | Q3 2023 | 48 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.01% | 0.15% | 0.42% | Q2 2013 | Q3 2023 | 47 |
MUFG Americas Holdings Corp | 39 | 6 | 0.00% | 0.01% | 0.03% | Q4 2010 | Q3 2022 | 45 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 44 |
HSBC HOLDINGS PLC | 23 | 1 | 0.00% | 0.06% | 0.30% | Q1 2012 | Q3 2023 | 44 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.16% | 0.34% | 0.50% | Q4 2012 | Q3 2023 | 44 |
COMMERCE BANK | 43 | 43 | 0.01% | 0.02% | 0.04% | Q1 2013 | Q3 2023 | 43 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.09% | 0.50% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 42 | 42 | 0.00% | 0.05% | 0.45% | Q2 2013 | Q3 2023 | 42 |
Valmark Advisers, Inc. | 42 | 42 | 0.01% | 1.32% | 3.46% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.07% | 0.27% | 1.57% | Q2 2013 | Q3 2023 | 42 |
JAMES INVESTMENT RESEARCH INC | 42 | 42 | 0.40% | 1.60% | 3.48% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.06% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.01% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
ALESCO ADVISORS LLC | 42 | 42 | 0.02% | 0.19% | 0.49% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.03% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.04% | 0.49% | Q2 2013 | Q3 2023 | 42 |
VISTA CAPITAL PARTNERS, INC. | 42 | 42 | 0.05% | 0.30% | 1.01% | Q2 2013 | Q3 2023 | 42 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 42 | 42 | 0.77% | 1.19% | 3.77% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.02% | 0.05% | 0.14% | Q2 2013 | Q3 2023 | 42 |
Cetera Advisors LLC | 42 | 42 | 0.02% | 0.18% | 0.70% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.05% | 0.11% | 0.23% | Q2 2013 | Q3 2023 | 42 |
Twele Capital Management, Inc. | 42 | 42 | 0.13% | 0.44% | 1.73% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.01% | 0.03% | 0.17% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.07% | 0.28% | Q2 2013 | Q3 2023 | 42 |
Cetera Advisor Networks LLC | 31 | 11 | 0.01% | 0.06% | 0.24% | Q1 2013 | Q3 2023 | 42 |
ASSETMARK, INC | 41 | 41 | 0.00% | 0.50% | 1.57% | Q3 2013 | Q3 2023 | 41 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 41 | 41 | 0.14% | 0.46% | 0.94% | Q3 2013 | Q3 2023 | 41 |
Bank of New York Mellon Corp | 31 | 10 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
REGIONS FINANCIAL CORP | 38 | 3 | 0.00% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 41 |
STOCK YARDS BANK & TRUST CO | 41 | 41 | 0.02% | 0.24% | 0.58% | Q2 2013 | Q2 2023 | 41 |
FMR LLC | 21 | 19 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 40 |
BANK HAPOALIM BM | 40 | 40 | 0.14% | 0.74% | 1.65% | Q4 2013 | Q3 2023 | 40 |
Charles Schwab Investment Advisory, Inc. | 22 | 18 | 0.01% | 0.83% | 6.99% | Q2 2013 | Q3 2023 | 40 |
Creative Planning | 23 | 8 | 0.00% | 0.43% | 1.86% | Q2 2013 | Q3 2023 | 40 |
Checchi Capital Advisers, LLC | 40 | 40 | 0.20% | 0.43% | 0.94% | Q4 2013 | Q3 2023 | 40 |
UBS Group AG | 36 | 36 | 0.00% | 0.06% | 0.13% | Q4 2014 | Q3 2023 | 40 |
WHITTIER TRUST CO | 37 | 2 | 0.01% | 0.12% | 0.20% | Q4 2013 | Q3 2023 | 39 |
D.A. DAVIDSON & CO. | 37 | 1 | 0.00% | 0.04% | 0.13% | Q2 2013 | Q2 2023 | 39 |
AMERICAN INTERNATIONAL GROUP, INC. | 27 | 12 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 39 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 30 | 1 | 0.00% | 0.07% | 0.36% | Q2 2013 | Q3 2023 | 39 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 21 | 18 | 0.02% | 0.10% | 0.31% | Q2 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.18% | 0.37% | 0.88% | Q1 2014 | Q3 2023 | 39 |
Evercore Wealth Management, LLC | 35 | 4 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q2 2023 | 39 |
RAYMOND JAMES & ASSOCIATES | 37 | 1 | 0.01% | 0.05% | 0.14% | Q1 2014 | Q3 2023 | 38 |
M&T BANK CORP | 23 | 15 | 0.00% | 0.10% | 0.79% | Q1 2014 | Q3 2023 | 38 |
Cambridge Investment Research Advisors, Inc. | 36 | 2 | 0.01% | 0.06% | 0.32% | Q2 2013 | Q3 2023 | 38 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 38 | 38 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2022 | 38 |
Acropolis Investment Management, LLC | 37 | 1 | 0.03% | 0.33% | 1.44% | Q3 2013 | Q3 2023 | 38 |
Compagnie Lombard Odier SCmA | 19 | 19 | 0.00% | 0.03% | 0.18% | Q4 2013 | Q2 2023 | 38 |
CAPTRUST FINANCIAL ADVISORS | 26 | 5 | 0.00% | 0.05% | 1.57% | Q2 2013 | Q3 2023 | 37 |
Bangor Savings Bank | 37 | 37 | 0.55% | 4.17% | 8.76% | Q3 2014 | Q3 2023 | 37 |
Private Advisor Group, LLC | 37 | 37 | 0.01% | 0.04% | 0.21% | Q3 2014 | Q3 2023 | 37 |
TRUIST FINANCIAL CORP | 37 | 37 | 0.01% | 0.14% | 0.50% | Q3 2014 | Q3 2023 | 37 |
Personal Capital Advisors Corp | 37 | 37 | 0.06% | 2.43% | 4.08% | Q4 2013 | Q4 2022 | 37 |
Cranbrook Wealth Management, LLC | 37 | 37 | 0.01% | 0.04% | 0.13% | Q3 2014 | Q3 2023 | 37 |
FARMERS & MERCHANTS INVESTMENTS INC | 37 | 37 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 37 |
1832 Asset Management L.P. | 37 | 37 | 0.00% | 0.02% | 0.03% | Q3 2014 | Q3 2023 | 37 |
Ameritas Investment Partners, Inc. | 36 | 36 | 0.01% | 0.02% | 0.05% | Q4 2014 | Q3 2023 | 36 |
Ifrah Financial Services, Inc. | 36 | 36 | 0.12% | 0.79% | 2.74% | Q2 2013 | Q1 2022 | 36 |
VICUS CAPITAL | 34 | 2 | 0.02% | 0.49% | 3.98% | Q4 2013 | Q3 2023 | 36 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 2 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q3 2023 | 36 |
RAYMOND JAMES TRUST N.A. | 35 | 1 | 0.01% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 36 |
Brinker Capital Investments, LLC | 33 | 3 | 0.00% | 0.40% | 1.00% | Q2 2013 | Q3 2022 | 36 |
Stratos Wealth Partners, LTD. | 36 | 36 | 0.01% | 0.03% | 0.11% | Q4 2014 | Q3 2023 | 36 |
ARGI Investment Services, LLC | 35 | 1 | 0.06% | 4.60% | 6.55% | Q3 2013 | Q4 2022 | 36 |
Parkside Advisors LLC | 36 | 36 | 1.52% | 5.01% | 9.53% | Q1 2015 | Q4 2023 | 36 |
BlackRock Inc. | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
Advisory Services Network, LLC | 27 | 2 | 0.00% | 0.10% | 0.40% | Q2 2014 | Q3 2023 | 35 |
EASTERN BANK | 35 | 35 | 0.01% | 0.90% | 4.13% | Q2 2013 | Q4 2021 | 35 |
Atria Investments, Inc | 17 | 1 | 0.01% | 0.26% | 1.00% | Q3 2013 | Q3 2023 | 35 |
Hilltop Holdings Inc. | 35 | 35 | 0.04% | 0.30% | 1.09% | Q2 2013 | Q4 2021 | 35 |
Perigon Wealth Management, LLC | 30 | 1 | 0.02% | 0.26% | 0.79% | Q3 2011 | Q3 2023 | 35 |
Sigma Planning Corp | 35 | 35 | 0.02% | 0.06% | 0.10% | Q1 2015 | Q3 2023 | 35 |
Psagot Value Holdings Ltd. | 34 | 34 | 0.00% | 0.07% | 0.30% | Q2 2013 | Q3 2021 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 34 |
Brookstone Capital Management | 31 | 2 | 0.00% | 0.17% | 0.59% | Q2 2015 | Q3 2023 | 33 |
Clear Harbor Asset Management, LLC | 30 | 1 | 0.01% | 0.19% | 0.40% | Q2 2013 | Q1 2023 | 33 |
FRANKLIN RESOURCES INC | 33 | 33 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 33 |
Raymond James Financial Services Advisors, Inc. | 33 | 33 | 0.01% | 0.08% | 0.26% | Q3 2015 | Q3 2023 | 33 |
Carnegie Capital Asset Management, LLC | 33 | 33 | 0.07% | 0.36% | 1.02% | Q3 2015 | Q3 2023 | 33 |
Janney Montgomery Scott LLC | 29 | 4 | 0.00% | 0.29% | 1.04% | Q4 2014 | Q3 2023 | 33 |
Cetera Investment Advisers | 32 | 32 | 0.03% | 0.11% | 0.24% | Q4 2015 | Q3 2023 | 32 |
Blue Edge Capital, LLC | 26 | 6 | 1.04% | 2.54% | 5.31% | Q3 2015 | Q3 2023 | 32 |
COMERICA BANK | 29 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 32 |
PEOPLES BANK /OH | 32 | 32 | 0.18% | 2.09% | 6.00% | Q4 2015 | Q3 2023 | 32 |
Krilogy Financial LLC | 31 | 1 | 0.08% | 0.60% | 2.38% | Q3 2015 | Q3 2023 | 32 |
Voya Financial Advisors, Inc. | 25 | 7 | 0.09% | 2.00% | 10.22% | Q1 2015 | Q3 2023 | 32 |
IndexIQ Advisors LLC | 26 | 6 | 0.00% | 0.58% | 3.32% | Q2 2013 | Q1 2022 | 32 |
Parallax Volatility Advisers, L.P. | 19 | 1 | 0.00% | 0.01% | 0.08% | Q4 2014 | Q2 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.01% | 0.03% | 0.09% | Q4 2015 | Q3 2023 | 31 |
Relative Value Partners Group, LLC | 31 | 31 | 0.06% | 1.76% | 3.96% | Q1 2016 | Q3 2023 | 31 |
WHITTIER TRUST CO OF NEVADA INC | 31 | 31 | 0.00% | 0.02% | 0.05% | Q1 2016 | Q3 2023 | 31 |
COLONY GROUP LLC | 17 | 4 | 0.00% | 0.56% | 4.23% | Q1 2014 | Q1 2022 | 31 |
Global Endowment Management, LP | 31 | 31 | 0.17% | 0.30% | 1.06% | Q1 2016 | Q3 2023 | 31 |
BADGLEY PHELPS & BELL INC | 31 | 31 | 0.02% | 1.24% | 4.20% | Q2 2013 | Q4 2020 | 31 |
MEEDER ASSET MANAGEMENT INC | 23 | 2 | 0.01% | 1.12% | 11.73% | Q1 2015 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.04% | 0.19% | Q1 2016 | Q3 2023 | 31 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.01% | 0.11% | 1.43% | Q2 2013 | Q3 2020 | 30 |
ETRADE Capital Management LLC | 30 | 30 | 0.10% | 0.30% | 0.81% | Q2 2013 | Q3 2020 | 30 |
Gradient Investments LLC | 17 | 2 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 30 |
LifePlan Financial Group, Inc | 30 | 30 | 0.09% | 0.80% | 1.36% | Q2 2013 | Q3 2020 | 30 |
Jacobi Capital Management LLC | 30 | 30 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q3 2023 | 30 |
JANE STREET GROUP, LLC | 10 | 1 | 0.00% | 0.03% | 0.12% | Q1 2014 | Q3 2023 | 30 |
CIBC WORLD MARKET INC. | 28 | 2 | 0.00% | 0.00% | 0.02% | Q3 2015 | Q1 2023 | 30 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 16 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 29 |
Tanglewood Wealth Management, Inc. | 21 | 1 | 2.86% | 14.39% | 33.63% | Q1 2014 | Q3 2023 | 29 |
First Horizon Advisors, Inc. | 14 | 1 | 0.00% | 1.55% | 15.88% | Q2 2012 | Q3 2023 | 29 |
SFMG, LLC | 15 | 6 | 0.03% | 2.93% | 10.55% | Q2 2013 | Q3 2023 | 29 |
ClearBridge Investments | 29 | 29 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2020 | 29 |
DEUTSCHE BANK AG\ | 23 | 6 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 29 |
CREDIT SUISSE AG/ | 12 | 1 | 0.00% | 0.01% | 0.05% | Q1 2013 | Q1 2023 | 29 |
Pinnacle Advisory Group, Inc. | 27 | 1 | 0.04% | 0.49% | 4.41% | Q3 2013 | Q1 2021 | 29 |
Peak Asset Management, LLC | 28 | 28 | 0.06% | 0.11% | 0.28% | Q4 2014 | Q3 2021 | 28 |
BANK OF THE WEST | 18 | 10 | 0.04% | 0.21% | 0.93% | Q4 2014 | Q4 2022 | 28 |
Perkins Coie Trust Co | 28 | 28 | 0.02% | 0.04% | 0.06% | Q4 2016 | Q3 2023 | 28 |
HighTower Advisors, LLC | 26 | 2 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 28 |
NEXT Financial Group, Inc | 14 | 1 | 0.00% | 0.15% | 0.56% | Q3 2014 | Q4 2021 | 28 |
SYNOVUS FINANCIAL CORP | 26 | 2 | 0.00% | 0.08% | 0.51% | Q2 2013 | Q3 2023 | 28 |
Freedom Investment Management, Inc. | 28 | 28 | 0.03% | 7.05% | 19.38% | Q4 2013 | Q3 2020 | 28 |
Tortoise Investment Management, LLC | 28 | 28 | 0.02% | 0.34% | 0.89% | Q4 2016 | Q3 2023 | 28 |
Simplicity Solutions, LLC | 11 | 2 | 0.01% | 0.41% | 3.22% | Q4 2014 | Q3 2023 | 28 |
BNP PARIBAS FINANCIAL MARKETS | 23 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 28 |
Carroll Financial Associates, Inc. | 27 | 27 | 0.00% | 0.14% | 1.92% | Q2 2015 | Q4 2021 | 27 |
Parallel Advisors, LLC | 27 | 27 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q3 2023 | 27 |
Winfield Associates, Inc. | 27 | 27 | 0.11% | 0.29% | 0.53% | Q3 2015 | Q1 2022 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.00% | 0.12% | 0.28% | Q4 2016 | Q3 2023 | 27 |
SNS Financial Group, LLC | 18 | 9 | 0.43% | 6.03% | 10.87% | Q2 2013 | Q3 2023 | 27 |
Hudock, Inc. | 21 | 1 | 0.01% | 0.06% | 0.20% | Q2 2013 | Q3 2023 | 27 |
Keel Point, LLC | 27 | 27 | 0.06% | 4.27% | 16.99% | Q1 2017 | Q3 2023 | 27 |
AUA CAPITAL MANAGEMENT, LLC | 27 | 27 | 1.24% | 1.90% | 4.36% | Q1 2017 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.03% | 0.31% | 2.38% | Q2 2013 | Q4 2019 | 27 |
FDx Advisors, Inc. | 21 | 2 | 0.04% | 0.68% | 2.09% | Q2 2013 | Q1 2023 | 27 |
MILLENNIUM MANAGEMENT LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2023 | 27 |
Aveo Capital Partners, LLC | 19 | 8 | 0.10% | 0.26% | 1.45% | Q4 2016 | Q3 2023 | 27 |
BLAIR WILLIAM & CO/IL | 26 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 27 |
CWM, LLC | 16 | 1 | 0.00% | 0.14% | 0.25% | Q3 2015 | Q3 2023 | 27 |
RKL Wealth Management LLC | 27 | 27 | 0.21% | 1.03% | 1.53% | Q1 2017 | Q3 2023 | 27 |
SUNTRUST BANKS INC | 26 | 26 | 0.16% | 0.59% | 2.35% | Q2 2013 | Q3 2019 | 26 |
Smith Affiliated Capital Corp. | 26 | 26 | 0.01% | 0.08% | 0.17% | Q2 2011 | Q3 2017 | 26 |
Horan Securities, Inc. | 11 | 1 | 0.01% | 0.35% | 0.87% | Q3 2016 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.04% | 0.13% | 0.30% | Q2 2017 | Q3 2023 | 26 |
SCOTIA CAPITAL INC. | 26 | 26 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 26 |
Steward Partners Investment Advisory, LLC | 18 | 8 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 26 |
S. R. Schill & Associates | 26 | 26 | 0.13% | 0.37% | 0.60% | Q2 2017 | Q3 2023 | 26 |
Bray Capital Advisors | 23 | 2 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 25 |
First Financial Bank - Trust Division | 19 | 6 | 0.03% | 0.52% | 2.25% | Q4 2015 | Q4 2023 | 25 |
Pure Financial Advisors, LLC | 18 | 7 | 0.07% | 0.41% | 1.66% | Q2 2013 | Q1 2020 | 25 |
Migdal Insurance & Financial Holdings Ltd. | 25 | 25 | 0.00% | 0.04% | 0.14% | Q3 2017 | Q3 2023 | 25 |
IHT Wealth Management, LLC | 20 | 5 | 0.00% | 0.11% | 0.42% | Q4 2016 | Q3 2023 | 25 |
STATE STREET CORP | 25 | 25 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q4 2022 | 25 |
Raub Brock Capital Management LP | 14 | 3 | 0.71% | 1.75% | 3.89% | Q4 2015 | Q3 2023 | 25 |
Successful Portfolios LLC | 24 | 24 | 0.17% | 0.27% | 0.40% | Q4 2017 | Q3 2023 | 24 |
Stelac Advisory Services LLC | 15 | 1 | 0.04% | 0.18% | 1.03% | Q4 2014 | Q3 2023 | 24 |
Barrett Asset Management, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2021 | 24 |
Hanson & Doremus Investment Management | 24 | 24 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q1 2019 | 24 |
PACIFIC FINANCIAL GROUP INC | 20 | 1 | 0.07% | 0.80% | 1.77% | Q2 2015 | Q3 2023 | 24 |
TELEMUS CAPITAL, LLC | 24 | 24 | 0.15% | 0.39% | 0.63% | Q4 2017 | Q3 2023 | 24 |
BB&T SECURITIES, LLC | 21 | 1 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2019 | 24 |
NTV ASSET MANAGEMENT LLC | 17 | 2 | 0.03% | 0.11% | 0.24% | Q4 2014 | Q4 2021 | 24 |
ROCKLAND TRUST CO | 24 | 24 | 0.03% | 0.05% | 0.08% | Q4 2017 | Q3 2023 | 24 |
AE Wealth Management LLC | 21 | 3 | 0.01% | 0.21% | 0.38% | Q2 2017 | Q3 2023 | 24 |
PINNACLE ASSOCIATES LTD | 22 | 2 | 0.01% | 0.07% | 0.11% | Q4 2014 | Q3 2023 | 24 |
B. Riley Wealth Advisors, Inc. | 11 | 1 | 0.00% | 0.17% | 2.29% | Q2 2013 | Q3 2023 | 24 |
SCS Capital Management LLC | 15 | 1 | 0.06% | 3.68% | 12.34% | Q3 2015 | Q3 2023 | 24 |
WealthTrust Fairport, LLC | 24 | 24 | 0.10% | 1.71% | 2.20% | Q2 2013 | Q1 2019 | 24 |
Deane Retirement Strategies, Inc. | 23 | 1 | 0.01% | 3.77% | 9.78% | Q4 2014 | Q4 2020 | 24 |
Ballew Advisors, Inc | 24 | 24 | 0.16% | 3.21% | 10.28% | Q4 2017 | Q3 2023 | 24 |
Trilogy Capital Inc. | 24 | 24 | 1.56% | 2.84% | 5.85% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.02% | 0.03% | 0.05% | Q4 2017 | Q3 2023 | 24 |
Clearstead Advisors, LLC | 23 | 23 | 0.01% | 0.09% | 0.17% | Q4 2017 | Q2 2023 | 23 |
COMERICA SECURITIES INC | 23 | 23 | 0.35% | 1.38% | 3.43% | Q2 2013 | Q4 2018 | 23 |
Allworth Financial LP | 22 | 1 | 0.00% | 0.12% | 0.42% | Q1 2017 | Q3 2023 | 23 |
OPPENHEIMER ASSET MANAGEMENT INC. | 15 | 1 | 0.00% | 0.12% | 0.25% | Q1 2017 | Q3 2023 | 23 |
IMA Wealth, Inc. | 22 | 1 | 0.06% | 0.12% | 0.17% | Q2 2015 | Q3 2023 | 23 |
Edelman Financial Services, LLC | 23 | 23 | 0.00% | 2.00% | 2.32% | Q2 2013 | Q4 2018 | 23 |
BerganKDV Wealth Management, LLC | 23 | 23 | 0.00% | 0.10% | 0.21% | Q4 2017 | Q2 2023 | 23 |
Slow Capital, Inc. | 22 | 22 | 0.02% | 0.69% | 1.08% | Q4 2017 | Q1 2023 | 22 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 10 | 1 | 0.01% | 0.50% | 0.99% | Q3 2013 | Q3 2021 | 22 |
BANQUE PICTET & CIE SA | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Robinson Value Management, Ltd. | 12 | 1 | 0.88% | 1.61% | 2.06% | Q4 2016 | Q3 2023 | 22 |
Forefront Analytics, LLC | 22 | 22 | 0.51% | 1.68% | 5.52% | Q2 2018 | Q3 2023 | 22 |
SIGNATUREFD, LLC | 17 | 5 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 22 |
MATHER GROUP, LLC. | 22 | 22 | 0.11% | 3.68% | 10.19% | Q2 2018 | Q3 2023 | 22 |
GenWealth Group, Inc. | 17 | 1 | 0.11% | 0.89% | 6.40% | Q2 2017 | Q3 2023 | 22 |
Pinnacle Wealth Management Advisory Group, LLC | 22 | 22 | 0.26% | 0.87% | 1.61% | Q2 2018 | Q3 2023 | 22 |
Exchange Capital Management, Inc. | 22 | 22 | 0.14% | 0.71% | 1.16% | Q2 2013 | Q3 2018 | 22 |
BBVA USA Bancshares, Inc. | 21 | 21 | 0.02% | 0.41% | 1.32% | Q1 2016 | Q1 2021 | 21 |
Banco Santander, S.A. | 10 | 5 | 0.00% | 0.06% | 0.37% | Q4 2016 | Q3 2023 | 21 |
Goelzer Investment Management, Inc. | 21 | 21 | 0.02% | 0.04% | 0.09% | Q2 2018 | Q2 2023 | 21 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 21 | 21 | 0.02% | 0.42% | 1.42% | Q3 2018 | Q3 2023 | 21 |
CEDAR CAPITAL, LLC | 16 | 1 | 0.14% | 3.11% | 15.15% | Q4 2015 | Q3 2021 | 21 |
CAMDEN NATIONAL BANK | 20 | 1 | 0.05% | 0.43% | 0.75% | Q2 2018 | Q3 2023 | 21 |
AdvisorNet Financial, Inc | 17 | 1 | 0.00% | 0.02% | 0.22% | Q4 2017 | Q3 2023 | 21 |
PRUDENTIAL FINANCIAL INC | 21 | 21 | 0.00% | 0.02% | 0.06% | Q3 2018 | Q3 2023 | 21 |
WEALTHSOURCE PARTNERS, LLC | 7 | 1 | 0.02% | 0.14% | 0.77% | Q3 2016 | Q3 2023 | 21 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 13 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q2 2019 | 21 |
Covington Capital Management | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2022 | 21 |
Wealthcare Advisory Partners LLC | 11 | 2 | 0.00% | 0.03% | 0.13% | Q3 2017 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.30% | 0.87% | Q3 2018 | Q3 2023 | 21 |
PROFFITT & GOODSON INC | 21 | 21 | 0.38% | 8.54% | 15.28% | Q3 2018 | Q3 2023 | 21 |
LFA - Lugano Financial Advisors SA | 16 | 5 | 0.12% | 2.97% | 8.10% | Q2 2018 | Q3 2023 | 21 |
PFG Advisors | 8 | 5 | 0.06% | 0.16% | 0.40% | Q4 2017 | Q3 2023 | 21 |
BFSG, LLC | 20 | 20 | 0.10% | 2.22% | 5.55% | Q4 2018 | Q3 2023 | 20 |
Larson Financial Group LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Bell Bank | 20 | 20 | 0.27% | 0.75% | 1.61% | Q3 2015 | Q2 2020 | 20 |
Financial Engines Advisors L.L.C. | 20 | 20 | 1.20% | 1.84% | 3.19% | Q4 2018 | Q3 2023 | 20 |
FOUNDERS FINANCIAL SECURITIES LLC | 11 | 2 | 0.04% | 0.42% | 1.38% | Q2 2017 | Q2 2023 | 20 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 11 | 2 | 0.01% | 0.04% | 0.28% | Q2 2015 | Q2 2021 | 20 |
MASSMUTUAL TRUST CO FSB/ADV | 10 | 1 | 0.00% | 0.03% | 0.06% | Q2 2014 | Q4 2023 | 20 |
Fieldpoint Private Securities, LLC | 20 | 20 | 0.01% | 0.33% | 1.23% | Q3 2017 | Q2 2022 | 20 |
Sage Advisory Services, Ltd.Co. | 7 | 1 | 0.19% | 1.94% | 5.61% | Q1 2014 | Q4 2022 | 20 |
Archer Investment Corp | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
FIRST MANHATTAN CO. LLC. | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
ALTFEST L J & CO INC | 20 | 20 | 0.04% | 2.56% | 19.60% | Q2 2018 | Q1 2023 | 20 |
Fluent Financial, LLC | 20 | 20 | 0.19% | 0.98% | 2.05% | Q4 2018 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.01% | 0.02% | 0.10% | Q4 2018 | Q3 2023 | 20 |
Belpointe Asset Management LLC | 16 | 2 | 0.01% | 0.11% | 0.54% | Q3 2017 | Q1 2023 | 20 |
Prospera Financial Services Inc | 7 | 1 | 0.00% | 0.15% | 1.20% | Q2 2013 | Q3 2023 | 20 |
WEBSTER BANK, N. A. | 18 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 20 |
HM PAYSON & CO | 11 | 1 | 0.00% | 0.08% | 0.12% | Q2 2014 | Q2 2022 | 20 |
STEPHENS GROUP ASSET MANAGEMENT, LLC | 19 | 1 | 0.01% | 0.04% | 0.09% | Q3 2018 | Q3 2023 | 20 |
MA Private Wealth | 20 | 20 | 0.60% | 1.15% | 2.14% | Q4 2018 | Q3 2023 | 20 |
Wealthspire Advisors, LLC | 20 | 20 | 0.02% | 0.48% | 2.10% | Q4 2018 | Q3 2023 | 20 |
CENTRAL TRUST Co | 12 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2021 | 20 |
One Day In July LLC | 20 | 20 | 4.25% | 7.64% | 12.51% | Q4 2018 | Q3 2023 | 20 |
Wolf Group Capital Advisors | 20 | 20 | 0.11% | 3.05% | 4.95% | Q3 2018 | Q2 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.02% | 0.19% | 0.34% | Q4 2017 | Q3 2022 | 20 |
TFG Advisers LLC | 20 | 20 | 0.12% | 0.20% | 0.31% | Q4 2018 | Q3 2023 | 20 |
ERTS Wealth Advisors, LLC | 20 | 20 | 0.16% | 1.26% | 6.44% | Q4 2018 | Q3 2023 | 20 |
Rockefeller Capital Management L.P. | 19 | 19 | 0.02% | 0.05% | 0.21% | Q1 2019 | Q3 2023 | 19 |
SRS Capital Advisors, Inc. | 10 | 4 | 0.00% | 0.47% | 5.37% | Q4 2016 | Q3 2023 | 19 |
Tower Research Capital LLC (TRC) | 5 | 1 | 0.00% | 0.00% | 0.02% | Q1 2014 | Q3 2023 | 19 |
CENTAURUS FINANCIAL, INC. | 18 | 1 | 0.01% | 0.09% | 0.46% | Q2 2018 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.01% | 0.03% | 0.06% | Q1 2019 | Q3 2023 | 19 |
Martin Capital Partners, LLC | 19 | 19 | 0.51% | 0.80% | 1.03% | Q2 2019 | Q4 2023 | 19 |
Coastline Trust Co | 19 | 19 | 0.04% | 0.05% | 0.11% | Q4 2014 | Q2 2019 | 19 |
Bellecapital International Ltd. | 19 | 19 | 0.09% | 0.13% | 0.20% | Q1 2019 | Q3 2023 | 19 |
Archford Capital Strategies, LLC | 13 | 6 | 0.01% | 0.57% | 2.96% | Q1 2014 | Q2 2019 | 19 |
BEACON FINANCIAL GROUP | 11 | 1 | 0.03% | 0.52% | 8.01% | Q3 2013 | Q4 2021 | 19 |
NORTHERN TRUST CORP | 17 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 19 |
Invesco Ltd. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2017 | 19 |
Cornerstone Wealth Management, LLC | 10 | 1 | 0.02% | 0.08% | 0.35% | Q3 2016 | Q2 2022 | 19 |
COMERICA SECURITIES,INC. | 19 | 19 | 0.20% | 0.33% | 0.44% | Q1 2019 | Q3 2023 | 19 |
BARCLAYS PLC | 10 | 1 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2021 | 19 |
LEUTHOLD GROUP, LLC | 19 | 19 | 0.10% | 0.27% | 0.69% | Q2 2013 | Q4 2017 | 19 |
DAVENPORT & Co LLC | 19 | 19 | 0.00% | 0.06% | 0.16% | Q1 2019 | Q3 2023 | 19 |
Western Wealth Management, LLC | 11 | 8 | 0.03% | 0.08% | 0.58% | Q4 2018 | Q3 2023 | 19 |
STEPHENS INC /AR/ | 15 | 1 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 18 |
TAP Consulting, LLC | 17 | 1 | 0.06% | 1.31% | 3.47% | Q1 2019 | Q3 2023 | 18 |
Transamerica Financial Advisors, Inc. | 15 | 1 | 0.00% | 0.27% | 0.46% | Q2 2015 | Q2 2022 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2017 | 18 |
Visionary Asset Management, Inc. | 17 | 1 | 0.06% | 6.00% | 15.93% | Q3 2013 | Q3 2018 | 18 |
TD Ameritrade Trust Co | 18 | 18 | 1.63% | 2.22% | 2.73% | Q2 2013 | Q3 2017 | 18 |
Stadion Money Management, LLC | 17 | 1 | 0.21% | 0.78% | 1.51% | Q2 2013 | Q1 2018 | 18 |
ST GERMAIN D J CO INC | 13 | 2 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q4 2023 | 18 |
Hudson Capital Management LLC | 18 | 18 | 0.10% | 0.18% | 0.24% | Q4 2017 | Q1 2022 | 18 |
OneDigital Investment Advisors LLC | 15 | 1 | 0.00% | 0.02% | 0.08% | Q3 2017 | Q3 2023 | 18 |
SUMMIT FINANCIAL GROUP, INC. | 18 | 18 | 1.13% | 2.59% | 5.02% | Q2 2019 | Q3 2023 | 18 |
Vectors Research Management, LLC | 18 | 18 | 0.01% | 0.60% | 1.49% | Q3 2018 | Q4 2022 | 18 |
THRIVENT FINANCIAL FOR LUTHERANS | 15 | 1 | 0.00% | 0.05% | 0.18% | Q3 2014 | Q3 2023 | 18 |
Swan Global Investments, LLC | 18 | 18 | 0.01% | 0.10% | 0.16% | Q1 2016 | Q2 2020 | 18 |
Dynamic Advisor Solutions LLC | 15 | 1 | 0.02% | 0.26% | 0.74% | Q4 2018 | Q3 2023 | 18 |
Cutler Group LLC / CA | 5 | 4 | 0.00% | 0.02% | 0.26% | Q3 2016 | Q3 2020 | 18 |
Capital Investment Services of America, Inc. | 18 | 18 | 0.16% | 1.01% | 1.64% | Q2 2019 | Q3 2023 | 18 |
WASHINGTON TRUST BANK | 18 | 18 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2018 | 18 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 18 | 18 | 0.01% | 0.15% | 2.22% | Q4 2015 | Q1 2020 | 18 |
NewEdge Advisors, LLC | 17 | 1 | 0.02% | 0.08% | 0.11% | Q4 2018 | Q3 2023 | 18 |
ALLIANCEBERNSTEIN L.P. | 17 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2020 | 18 |
RITHOLTZ WEALTH MANAGEMENT | 15 | 3 | 0.05% | 3.33% | 28.91% | Q4 2018 | Q3 2023 | 18 |
SII INVESTMENTS INC/WI | 13 | 5 | 0.02% | 0.08% | 0.42% | Q2 2013 | Q4 2017 | 18 |
SEI INVESTMENTS CO | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2021 | 18 |
FULTON BREAKEFIELD BROENNIMAN LLC | 17 | 17 | 0.03% | 0.05% | 0.10% | Q3 2019 | Q3 2023 | 17 |
Integrated Wealth Concepts LLC | 16 | 1 | 0.01% | 0.23% | 1.52% | Q4 2018 | Q3 2023 | 17 |
WINTRUST INVESTMENTS LLC | 5 | 1 | 0.02% | 0.07% | 0.22% | Q3 2016 | Q2 2023 | 17 |
StrategIQ Financial Group, LLC | 17 | 17 | 0.20% | 1.01% | 2.00% | Q4 2015 | Q4 2019 | 17 |
DUBUQUE BANK & TRUST CO | 11 | 6 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q4 2018 | 17 |
FIRST NATIONAL TRUST CO | 9 | 2 | 0.01% | 0.02% | 0.05% | Q3 2017 | Q3 2022 | 17 |
Cordasco Financial Network | 17 | 17 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q2 2022 | 17 |
PARK AVENUE SECURITIES LLC | 12 | 1 | 0.01% | 0.04% | 0.10% | Q4 2015 | Q3 2023 | 17 |
Mutual Advisors, LLC | 13 | 4 | 0.02% | 0.07% | 0.19% | Q2 2019 | Q3 2023 | 17 |
DT Investment Partners, LLC | 14 | 1 | 0.01% | 0.06% | 0.32% | Q2 2014 | Q3 2023 | 17 |
PICTET BANK & TRUST Ltd | 11 | 6 | 0.31% | 0.47% | 0.66% | Q2 2018 | Q2 2023 | 17 |
NORTHWEST WEALTH MANAGEMENT, LLC | 6 | 2 | 0.03% | 0.26% | 0.59% | Q1 2018 | Q3 2023 | 17 |
Whitegate Investment Counselors, Inc. | 8 | 1 | 0.04% | 0.39% | 0.82% | Q1 2014 | Q3 2022 | 17 |
Snowden Capital Advisors LLC | 6 | 1 | 0.00% | 0.27% | 1.01% | Q3 2016 | Q3 2023 | 17 |
Capital Analysts, LLC | 15 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 17 |
Capital Investment Advisory Services, LLC | 15 | 2 | 0.02% | 1.14% | 3.02% | Q3 2018 | Q3 2023 | 17 |
Argent Trust Co | 17 | 17 | 0.02% | 0.03% | 0.06% | Q3 2019 | Q3 2023 | 17 |
Avidian Wealth Solutions, LLC | 9 | 1 | 0.02% | 0.55% | 5.23% | Q2 2015 | Q3 2023 | 17 |
NATIXIS ADVISORS, L.P. | 7 | 1 | 0.01% | 0.08% | 0.30% | Q2 2013 | Q2 2022 | 17 |
Strategic Wealth Partners, Ltd. | 11 | 6 | 0.05% | 1.35% | 2.65% | Q4 2017 | Q1 2023 | 17 |
PINNACLE FINANCIAL PARTNERS INC | 16 | 1 | 0.02% | 0.51% | 1.55% | Q1 2019 | Q3 2023 | 17 |
Dorsey & Whitney Trust CO LLC | 10 | 3 | 0.04% | 0.22% | 0.52% | Q1 2017 | Q4 2022 | 17 |
Ancora Advisors LLC | 9 | 1 | 0.00% | 0.68% | 2.48% | Q4 2016 | Q3 2023 | 17 |
Prime Capital Investment Advisors, LLC | 8 | 1 | 0.00% | 0.04% | 0.19% | Q4 2018 | Q3 2023 | 16 |
BOYS ARNOLD & CO INC | 16 | 16 | 0.14% | 0.19% | 0.32% | Q2 2016 | Q1 2020 | 16 |
Stanley-Laman Group, Ltd. | 8 | 3 | 0.02% | 0.31% | 1.25% | Q1 2016 | Q3 2023 | 16 |
Schoolcraft Capital LLC | 16 | 16 | 0.09% | 4.92% | 9.31% | Q4 2019 | Q3 2023 | 16 |
Great Diamond Partners, LLC | 16 | 16 | 1.16% | 1.50% | 1.97% | Q4 2019 | Q3 2023 | 16 |
PICTET ASSET MANAGEMENT LTD | 16 | 16 | 0.02% | 0.04% | 0.08% | Q3 2017 | Q2 2021 | 16 |
Patriot Financial Group Insurance Agency, LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q2 2022 | 16 |
Juniper Hill Capital Management LP | 16 | 16 | 4.46% | 27.95% | 92.78% | Q4 2019 | Q3 2023 | 16 |
Rice Partnership, LLC | 10 | 1 | 0.02% | 0.05% | 0.12% | Q2 2019 | Q3 2023 | 16 |
Israel Discount Bank of New York | 9 | 7 | 0.28% | 2.67% | 4.36% | Q3 2019 | Q3 2023 | 16 |
Lido Advisors, LLC | 16 | 16 | 0.00% | 0.01% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Richard Bernstein Advisors LLC | 11 | 1 | 0.00% | 0.37% | 1.82% | Q1 2015 | Q4 2022 | 16 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Advisory Alpha, LLC | 13 | 3 | 0.01% | 0.11% | 0.18% | Q4 2013 | Q3 2021 | 16 |
WealthShield Partners, LLC | 12 | 1 | 0.00% | 0.56% | 3.90% | Q4 2017 | Q3 2023 | 16 |
Visionary Wealth Advisors | 16 | 16 | 0.04% | 1.03% | 2.57% | Q4 2019 | Q3 2023 | 16 |
Sowell Financial Services LLC | 8 | 1 | 0.01% | 0.31% | 1.00% | Q4 2016 | Q2 2023 | 16 |
Financial Architects, Inc | 5 | 1 | 0.00% | 0.07% | 0.51% | Q3 2013 | Q2 2023 | 16 |
FLC Capital Advisors | 16 | 16 | 0.10% | 0.26% | 0.42% | Q4 2018 | Q3 2022 | 16 |
PFS INVESTMENTS INC. | 7 | 1 | 0.03% | 0.25% | 0.90% | Q4 2017 | Q2 2023 | 16 |
Redhawk Wealth Advisors, Inc. | 7 | 2 | 0.07% | 0.84% | 7.66% | Q4 2018 | Q3 2023 | 16 |
Betterment LLC | 12 | 4 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 16 |
Mine & Arao Wealth Creation & Management, LLC. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Values First Advisors, Inc. | 16 | 16 | 0.00% | 1.04% | 1.94% | Q4 2019 | Q3 2023 | 16 |
Midwest Professional Planners, LTD. | 10 | 3 | 0.02% | 1.22% | 2.17% | Q4 2017 | Q3 2023 | 16 |
Matson Money. Inc. | 16 | 16 | 4.08% | 6.54% | 8.16% | Q4 2019 | Q3 2023 | 16 |
JMG Financial Group, Ltd. | 12 | 4 | 0.01% | 0.24% | 1.05% | Q1 2019 | Q3 2023 | 16 |
Alhambra Investment Management LLC | 16 | 16 | 0.80% | 7.63% | 13.10% | Q4 2019 | Q3 2023 | 16 |
Gunma Bank,Ltd. | 16 | 16 | 9.12% | 10.63% | 15.41% | Q2 2013 | Q1 2017 | 16 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 16 | 16 | 0.00% | 0.10% | 0.18% | Q4 2019 | Q3 2023 | 16 |
BRYN MAWR TRUST Co | 15 | 1 | 0.02% | 0.03% | 0.05% | Q3 2013 | Q3 2023 | 16 |
Certified Advisory Corp | 7 | 4 | 0.00% | 0.25% | 0.88% | Q4 2017 | Q3 2022 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Advisor Group, Inc. | 15 | 15 | 0.03% | 0.06% | 0.16% | Q2 2016 | Q4 2019 | 15 |
FineMark National Bank & Trust | 12 | 1 | 0.01% | 0.06% | 0.25% | Q1 2014 | Q4 2019 | 15 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 14 | 1 | 0.11% | 0.85% | 1.66% | Q4 2016 | Q3 2023 | 15 |
BAR HARBOR WEALTH MANAGEMENT | 13 | 2 | 0.02% | 0.03% | 0.05% | Q4 2018 | Q3 2022 | 15 |
Capital Asset Advisory Services LLC | 11 | 4 | 0.01% | 0.08% | 0.34% | Q4 2019 | Q3 2023 | 15 |
TWO SIGMA SECURITIES, LLC | 4 | 1 | 0.00% | 0.05% | 0.52% | Q4 2016 | Q3 2023 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
Kingsview Wealth Management, LLC | 7 | 2 | 0.06% | 0.22% | 0.36% | Q1 2017 | Q3 2023 | 15 |
Concert Wealth Management Inc. | 14 | 1 | 0.04% | 0.12% | 0.29% | Q2 2013 | Q2 2017 | 15 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 8 | 1 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2023 | 15 |
Disciplined Investments, LLC | 15 | 15 | 0.02% | 0.03% | 0.07% | Q4 2019 | Q2 2023 | 15 |
SG Americas Securities, LLC | 6 | 1 | 0.00% | 0.07% | 0.27% | Q2 2015 | Q2 2021 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.02% | 0.09% | 0.36% | Q2 2013 | Q4 2016 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q3 2023 | 15 |
J. W. Coons Advisors, LLC | 15 | 15 | 0.27% | 0.36% | 0.45% | Q1 2020 | Q3 2023 | 15 |
Mirae Asset Global Investments Co., Ltd. | 11 | 2 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 15 |
BlackRock Japan Co. Ltd | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
IPG Investment Advisors LLC | 15 | 15 | 0.08% | 0.23% | 0.48% | Q3 2016 | Q1 2020 | 15 |
Retirement Group, LLC | 14 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 15 |
People's United Financial, Inc. | 12 | 3 | 0.00% | 0.04% | 0.06% | Q2 2013 | Q1 2022 | 15 |
SIMPLEX TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q2 2023 | 15 |
Orion Portfolio Solutions, LLC | 12 | 3 | 0.00% | 0.36% | 0.71% | Q4 2019 | Q3 2023 | 15 |
Faithward Advisors, LLC | 11 | 4 | 0.00% | 1.66% | 8.35% | Q4 2019 | Q3 2023 | 15 |
Rain Capital Management, LLC | 11 | 4 | 0.07% | 5.21% | 15.33% | Q3 2019 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.05% | 0.08% | 0.13% | Q1 2020 | Q3 2023 | 15 |
Investors Research Corp | 15 | 15 | 0.01% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 15 |
WFG Advisors, LP | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
WestEnd Advisors, LLC | 15 | 15 | 0.00% | 2.54% | 4.54% | Q1 2020 | Q3 2023 | 15 |
9258 Wealth Management, LLC | 15 | 15 | 0.19% | 0.71% | 0.93% | Q1 2020 | Q3 2023 | 15 |
Karpus Management, Inc. | 7 | 3 | 0.01% | 0.07% | 0.26% | Q2 2013 | Q3 2018 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.53% | 1.12% | 1.91% | Q1 2020 | Q3 2023 | 15 |
UBS ASSET MANAGEMENT AMERICAS INC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 15 |
Lyons Wealth Management, LLC. | 9 | 1 | 0.30% | 6.16% | 18.56% | Q3 2013 | Q4 2019 | 15 |
TRANSCEND CAPITAL ADVISORS, LLC | 9 | 6 | 0.03% | 0.28% | 0.56% | Q4 2019 | Q3 2023 | 15 |
J.W. COLE ADVISORS, INC. | 8 | 7 | 0.08% | 0.16% | 0.47% | Q4 2019 | Q3 2023 | 15 |
Stratos Wealth Advisors, LLC | 15 | 15 | 0.07% | 0.24% | 0.41% | Q1 2020 | Q3 2023 | 15 |
Almanack Investment Partners, LLC. | 8 | 7 | 0.04% | 0.38% | 1.47% | Q1 2019 | Q3 2023 | 15 |
Financial Enhancement Group LLC | 11 | 4 | 0.01% | 0.65% | 3.07% | Q2 2015 | Q4 2021 | 15 |
Concorde Asset Management, LLC | 11 | 3 | 0.26% | 0.92% | 2.61% | Q4 2014 | Q2 2019 | 14 |
Virtu KCG Holdings LLC | 7 | 7 | 0.01% | 0.12% | 0.46% | Q3 2013 | Q1 2017 | 14 |
Polaris Wealth Advisory Group, LLC | 7 | 1 | 0.00% | 2.08% | 5.19% | Q4 2015 | Q3 2023 | 14 |
OmniStar Financial Group, Inc. | 11 | 3 | 0.28% | 1.13% | 1.52% | Q4 2017 | Q3 2022 | 14 |
Sequoia Financial Advisors, LLC | 12 | 1 | 0.02% | 0.13% | 0.31% | Q4 2013 | Q1 2020 | 14 |
CULLEN/FROST BANKERS, INC. | 12 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 14 |
Vantage Investment Advisors, LLC | 14 | 14 | 0.01% | 0.03% | 0.03% | Q4 2013 | Q1 2017 | 14 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 12 | 2 | 0.14% | 0.30% | 0.41% | Q1 2017 | Q3 2021 | 14 |
SIGNET FINANCIAL MANAGEMENT, LLC | 13 | 1 | 0.01% | 0.12% | 0.23% | Q3 2015 | Q4 2021 | 14 |
BDO Wealth Advisors, LLC | 11 | 3 | 0.00% | 0.07% | 0.26% | Q3 2019 | Q2 2023 | 14 |
SevenBridge Financial Group, LLC | 13 | 1 | 0.00% | 0.01% | 0.06% | Q2 2016 | Q3 2023 | 14 |
Vestmark Advisory Solutions, Inc. | 14 | 14 | 0.09% | 0.43% | 0.66% | Q1 2020 | Q2 2023 | 14 |
MADISON INVESTMENT HOLDINGS INC | 14 | 14 | 0.01% | 1.04% | 2.86% | Q1 2015 | Q2 2018 | 14 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 4 | 0.00% | 0.02% | 0.05% | Q2 2018 | Q1 2023 | 14 |
NorthCoast Asset Management LLC | 14 | 14 | 0.32% | 0.86% | 1.26% | Q2 2018 | Q3 2021 | 14 |
Boltwood Capital Management | 14 | 14 | 0.44% | 2.45% | 5.93% | Q3 2020 | Q4 2023 | 14 |
CVA Family Office, LLC | 14 | 14 | 0.01% | 0.02% | 0.07% | Q1 2020 | Q2 2023 | 14 |
Burleson & Company, LLC | 14 | 14 | 0.11% | 0.67% | 1.33% | Q3 2019 | Q4 2022 | 14 |
Bigelow Investment Advisors, LLC | 14 | 14 | 0.34% | 0.84% | 1.45% | Q2 2020 | Q3 2023 | 14 |
55I, LLC | 14 | 14 | 0.07% | 0.77% | 1.81% | Q4 2018 | Q1 2022 | 14 |
Laffer Tengler Investments, Inc. | 14 | 14 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q3 2016 | 14 |
Cedar Mountain Advisors, LLC | 14 | 14 | 0.00% | 1.04% | 2.65% | Q2 2020 | Q3 2023 | 14 |
HERON FINANCIAL GROUP, LLC | 12 | 2 | 0.30% | 0.49% | 0.84% | Q4 2019 | Q2 2023 | 14 |
Members Trust Co | 10 | 1 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q3 2023 | 14 |
GOFEN & GLOSSBERG LLC /IL/ | 11 | 3 | 0.01% | 0.01% | 0.04% | Q1 2016 | Q1 2022 | 14 |
QUATTRO FINANCIAL ADVISORS LLC | 7 | 3 | 0.19% | 2.47% | 6.38% | Q2 2018 | Q3 2023 | 14 |
CreativeOne Wealth, LLC | 14 | 14 | 0.03% | 0.07% | 0.30% | Q2 2020 | Q3 2023 | 14 |
Brown Advisory Securities, LLC | 13 | 1 | 0.05% | 0.18% | 0.49% | Q3 2015 | Q1 2019 | 14 |
Bell Rock Capital LLC | 13 | 13 | 0.03% | 0.07% | 0.20% | Q4 2016 | Q4 2019 | 13 |
HighVista Strategies LLC | 8 | 1 | 0.03% | 0.24% | 0.44% | Q2 2013 | Q3 2017 | 13 |
Key FInancial Inc | 12 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 13 |
Walkner Condon Financial Advisors LLC | 13 | 13 | 0.14% | 0.54% | 1.25% | Q3 2020 | Q3 2023 | 13 |
ANCHOR CAPITAL ADVISORS LLC | 13 | 13 | 0.26% | 0.74% | 1.28% | Q3 2020 | Q3 2023 | 13 |
Regal Investment Advisors LLC | 10 | 3 | 0.01% | 0.33% | 1.12% | Q2 2013 | Q3 2023 | 13 |
Kingfisher Capital LLC | 13 | 13 | 0.51% | 1.01% | 1.64% | Q2 2013 | Q2 2016 | 13 |
TrinityPoint Wealth, LLC | 8 | 5 | 0.27% | 0.52% | 0.88% | Q1 2020 | Q3 2023 | 13 |
FLOW TRADERS U.S. LLC | 2 | 1 | 0.04% | 0.41% | 0.96% | Q3 2016 | Q2 2023 | 13 |
New Harbor Financial Group, LLC | 13 | 13 | 9.56% | 15.02% | 25.99% | Q3 2013 | Q3 2016 | 13 |
MEITAV INVESTMENT HOUSE LTD | 7 | 1 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 13 |
Merriman Wealth Management, LLC | 8 | 1 | 0.31% | 1.75% | 4.78% | Q4 2013 | Q2 2023 | 13 |
Mount Lucas Management LP | 5 | 2 | 0.07% | 3.29% | 12.65% | Q1 2016 | Q2 2023 | 13 |
Vigilant Capital Management, LLC | 11 | 2 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q1 2018 | 13 |
ACG Wealth | 12 | 1 | 0.00% | 0.06% | 0.11% | Q1 2017 | Q2 2022 | 13 |
Lloyd Advisory Services, LLC. | 13 | 13 | 0.02% | 1.68% | 3.45% | Q4 2019 | Q4 2022 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Horizon Investments, LLC | 4 | 1 | 0.00% | 1.40% | 4.82% | Q3 2013 | Q3 2023 | 13 |
RMR Wealth Builders | 7 | 6 | 0.08% | 0.47% | 1.79% | Q2 2020 | Q3 2023 | 13 |
Proficio Capital Partners LLC | 8 | 1 | 0.00% | 1.26% | 5.34% | Q4 2015 | Q4 2022 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.06% | 0.09% | 0.13% | Q3 2020 | Q3 2023 | 13 |
Sound Income Strategies, LLC | 10 | 1 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q1 2023 | 13 |
Cambria Investment Management, L.P. | 6 | 1 | 0.00% | 1.01% | 2.22% | Q4 2014 | Q2 2020 | 13 |
GM Advisory Group, LLC | 13 | 13 | 0.03% | 2.05% | 7.05% | Q1 2019 | Q1 2022 | 13 |
OARSMAN CAPITAL, INC. | 13 | 13 | 0.44% | 0.53% | 0.71% | Q3 2014 | Q3 2017 | 13 |
AdvicePeriod, LLC | 13 | 13 | 0.06% | 0.23% | 0.39% | Q2 2018 | Q2 2021 | 13 |
Capital Investment Advisors, LLC | 10 | 3 | 0.01% | 0.03% | 0.04% | Q4 2015 | Q4 2023 | 13 |
Venturi Wealth Management, LLC | 9 | 1 | 0.00% | 0.09% | 0.41% | Q4 2015 | Q3 2023 | 13 |
Quantitative Advantage, LLC | 13 | 13 | 0.28% | 0.55% | 3.26% | Q1 2020 | Q1 2023 | 13 |
PineBridge Investments, L.P. | 11 | 2 | 0.02% | 0.05% | 0.07% | Q2 2013 | Q4 2018 | 13 |
Berkshire Bank | 13 | 13 | 3.86% | 4.51% | 5.88% | Q3 2020 | Q3 2023 | 13 |
HAP Trading, LLC | 6 | 2 | 0.00% | 0.06% | 0.60% | Q1 2020 | Q2 2023 | 13 |
NORTHSTAR INVESTMENT ADVISORS LLC | 13 | 13 | 0.08% | 0.21% | 0.49% | Q2 2013 | Q2 2016 | 13 |
BLACKROCK ADVISORS LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2016 | 13 |
CWA Asset Management Group, LLC | 9 | 3 | 0.04% | 0.66% | 3.69% | Q1 2019 | Q3 2023 | 12 |
Renasant Bank | 12 | 12 | 0.26% | 0.36% | 0.48% | Q4 2020 | Q3 2023 | 12 |
Bridge Advisory, LLC | 12 | 12 | 0.11% | 6.33% | 16.81% | Q4 2020 | Q3 2023 | 12 |
HARBOR INVESTMENT ADVISORY, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Renaissance Technologies | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q4 2022 | 12 |
Independent Portfolio Consultants, Inc. | 7 | 2 | 0.01% | 0.11% | 0.30% | Q1 2014 | Q2 2017 | 12 |
HNP Capital LLC | 11 | 1 | 0.26% | 0.92% | 1.43% | Q4 2018 | Q4 2022 | 12 |
Cerity Partners LLC | 12 | 12 | 0.00% | 0.12% | 0.70% | Q4 2020 | Q3 2023 | 12 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 12 | 12 | 0.22% | 0.40% | 0.59% | Q4 2020 | Q3 2023 | 12 |
SALEM INVESTMENT COUNSELORS INC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 12 |
Center For Asset Management LLC | 12 | 12 | 0.51% | 0.86% | 1.45% | Q4 2020 | Q3 2023 | 12 |
Estate Counselors, LLC | 10 | 2 | 0.46% | 1.37% | 2.02% | Q1 2016 | Q1 2021 | 12 |
MinichMacGregor Wealth Management, LLC | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2015 | Q3 2018 | 12 |
Valeo Financial Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2021 | 12 |
NewSquare Capital LLC | 11 | 1 | 0.00% | 0.06% | 0.36% | Q1 2014 | Q4 2022 | 12 |
Centennial Wealth Advisory LLC | 12 | 12 | 1.15% | 2.09% | 3.30% | Q4 2020 | Q3 2023 | 12 |
Willis Johnson & Associates, Inc. | 12 | 12 | 1.75% | 2.00% | 2.12% | Q4 2020 | Q3 2023 | 12 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2021 | 12 |
Financial Gravity Asset Management, Inc. | 5 | 1 | 0.00% | 1.51% | 9.56% | Q1 2018 | Q3 2023 | 12 |
Arete Wealth Advisors, LLC | 8 | 4 | 0.02% | 0.14% | 0.29% | Q1 2019 | Q2 2023 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2021 | 12 |
Ciovacco Capital Management LLC | 12 | 12 | 0.23% | 0.61% | 1.69% | Q4 2020 | Q3 2023 | 12 |
Crabel Capital Management, LLC | 5 | 3 | 0.25% | 1.19% | 3.34% | Q2 2020 | Q3 2023 | 12 |
FINANCIAL CONSULATE, INC | 12 | 12 | 0.10% | 0.15% | 0.25% | Q3 2019 | Q2 2022 | 12 |
Danda Trouve Investment Management, Inc. | 12 | 12 | 0.70% | 3.19% | 5.32% | Q4 2019 | Q3 2022 | 12 |
S.A. Mason LLC | 12 | 12 | 0.01% | 0.07% | 0.12% | Q4 2019 | Q3 2022 | 12 |
Fund Evaluation Group, LLC | 10 | 2 | 0.70% | 4.84% | 15.08% | Q1 2015 | Q1 2018 | 12 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 10 | 1 | 0.00% | 0.45% | 1.04% | Q3 2015 | Q3 2019 | 12 |
McKinley Carter Wealth Services, Inc. | 12 | 12 | 0.03% | 0.15% | 0.31% | Q4 2020 | Q3 2023 | 12 |
TSFG, LLC | 7 | 5 | 0.01% | 0.06% | 0.22% | Q2 2019 | Q3 2023 | 12 |
Leonetti & Associates, LLC | 12 | 12 | 0.16% | 0.20% | 0.24% | Q1 2016 | Q4 2018 | 12 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q1 2022 | 12 |
Aptus Capital Advisors, LLC | 8 | 4 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2023 | 12 |
AMG National Trust Bank | 9 | 3 | 0.04% | 0.08% | 0.16% | Q2 2020 | Q3 2023 | 12 |
GeoWealth Management, LLC | 7 | 5 | 0.27% | 0.87% | 2.52% | Q2 2020 | Q3 2023 | 12 |
Dakota Wealth Management | 12 | 12 | 0.04% | 0.15% | 0.23% | Q1 2019 | Q4 2021 | 12 |
Bragg Financial Advisors, Inc | 8 | 4 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q4 2016 | 12 |
BALLAST ADVISORS LLC | 12 | 12 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q2 2023 | 12 |
Ferguson Shapiro LLC | 9 | 3 | 0.13% | 3.13% | 11.67% | Q1 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
FIRSTMERIT BANK N A TRUSTEE | 11 | 11 | 0.47% | 1.02% | 1.49% | Q4 2013 | Q2 2016 | 11 |
Friedenthal Financial | 10 | 1 | 0.50% | 1.17% | 7.38% | Q4 2013 | Q2 2020 | 11 |
Jackson Hole Capital Partners, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
STABLEFORD CAPITAL II LLC | 9 | 2 | 0.15% | 3.78% | 6.22% | Q2 2017 | Q2 2022 | 11 |
PITCAIRN CO | 11 | 11 | 0.05% | 0.06% | 0.08% | Q1 2021 | Q3 2023 | 11 |
Allianz Asset Management GmbH | 5 | 2 | 0.00% | 0.02% | 0.06% | Q3 2015 | Q3 2023 | 11 |
Capital Advisory Group Advisory Services, LLC | 11 | 11 | 0.01% | 0.56% | 1.74% | Q1 2019 | Q3 2021 | 11 |
REDW Wealth LLC | 11 | 11 | 0.09% | 0.09% | 0.10% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.02% | 0.06% | 0.12% | Q1 2021 | Q3 2023 | 11 |
INNEALTA CAPITAL, LLC | 5 | 1 | 0.12% | 2.25% | 6.84% | Q1 2019 | Q3 2023 | 11 |
HOLDERNESS INVESTMENTS CO | 9 | 2 | 0.10% | 0.42% | 0.98% | Q1 2017 | Q2 2020 | 11 |
1834 INVESTMENT ADVISORS CO | 8 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2022 | 11 |
Element Wealth, LLC | 11 | 11 | 0.02% | 0.21% | 0.45% | Q1 2021 | Q3 2023 | 11 |
InTrack Investment Management Inc | 11 | 11 | 0.26% | 0.34% | 0.43% | Q4 2020 | Q2 2023 | 11 |
Transform Wealth, LLC | 5 | 1 | 0.03% | 0.19% | 1.16% | Q1 2017 | Q3 2022 | 11 |
CALTON & ASSOCIATES, INC. | 8 | 3 | 0.04% | 0.56% | 1.75% | Q4 2017 | Q4 2020 | 11 |
WOODMONT INVESTMENT COUNSEL LLC | 4 | 1 | 0.02% | 0.05% | 0.12% | Q2 2015 | Q3 2023 | 11 |
SevenOneSeven Capital Management | 11 | 11 | 1.59% | 2.57% | 7.94% | Q1 2021 | Q3 2023 | 11 |
CONSULTIVA WEALTH MANAGEMENT, CORP. | 8 | 1 | 2.89% | 3.25% | 3.64% | Q2 2019 | Q2 2023 | 11 |
JFS WEALTH ADVISORS, LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2018 | 11 |
RFG Advisory, LLC | 7 | 1 | 0.02% | 0.22% | 1.07% | Q3 2017 | Q3 2022 | 11 |
MBA Advisors LLC | 11 | 11 | 0.12% | 1.74% | 3.78% | Q1 2021 | Q3 2023 | 11 |
Rede Wealth, LLC | 11 | 11 | 0.18% | 0.38% | 0.52% | Q1 2021 | Q3 2023 | 11 |
BOKF, NA | 9 | 1 | 0.00% | 0.02% | 0.02% | Q3 2017 | Q3 2023 | 11 |
Lionsbridge Wealth Management LLC | 11 | 11 | 0.58% | 0.72% | 0.94% | Q4 2019 | Q2 2022 | 11 |
Bedel Financial Consulting, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2020 | 11 |
Asset Dedication, LLC | 6 | 5 | 0.00% | 0.08% | 0.25% | Q4 2017 | Q3 2021 | 11 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11 | 11 | 0.07% | 0.23% | 0.51% | Q2 2020 | Q4 2022 | 11 |
Smith, Salley & Associates | 8 | 3 | 0.03% | 0.17% | 0.43% | Q4 2020 | Q3 2023 | 11 |
SUNFLOWER BANK, NA WEALTH MANAGEMENT | 11 | 11 | 0.08% | 0.28% | 0.49% | Q4 2017 | Q2 2020 | 11 |
Gemmer Asset Management LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2022 | 11 |
BENJAMIN EDWARDS INC | 5 | 3 | 0.00% | 0.55% | 1.29% | Q2 2019 | Q3 2023 | 11 |
TOMPKINS FINANCIAL CORP | 8 | 3 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q4 2023 | 11 |
Strategic Investment Advisors / MI | 8 | 1 | 0.16% | 0.34% | 0.99% | Q2 2020 | Q3 2023 | 11 |
Laidlaw Wealth Management LLC | 6 | 5 | 0.04% | 0.14% | 0.32% | Q4 2019 | Q1 2023 | 11 |
Eldridge Investment Advisors, Inc. | 7 | 1 | 0.10% | 1.14% | 1.88% | Q1 2018 | Q3 2021 | 11 |
Selective Wealth Management, Inc. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2022 | 11 |
FIFTH THIRD SECURITIES, INC. | 6 | 1 | 0.13% | 0.45% | 1.57% | Q2 2016 | Q3 2023 | 11 |
UNITED BANK | 11 | 11 | 0.24% | 0.27% | 0.36% | Q2 2018 | Q4 2020 | 11 |
NWK Group, Inc. | 11 | 11 | 0.09% | 0.13% | 0.20% | Q4 2019 | Q2 2022 | 11 |
CURIAN CAPITAL LLC | 11 | 11 | 0.06% | 0.35% | 0.69% | Q2 2013 | Q4 2015 | 11 |
CAPRIN ASSET MANAGEMENT LLC /ADV | 9 | 2 | 0.02% | 3.14% | 32.86% | Q4 2015 | Q2 2020 | 11 |
Klaas Financial Asset Advisors, LLC | 11 | 11 | 2.17% | 3.99% | 5.13% | Q1 2021 | Q3 2023 | 11 |
FFT WEALTH MANAGEMENT LLC | 9 | 2 | 0.09% | 1.39% | 3.13% | Q4 2015 | Q3 2023 | 11 |
Dana Investment Advisors, Inc. | 6 | 1 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 11 |
Integrated Advisors Network LLC | 8 | 2 | 0.03% | 0.10% | 0.20% | Q4 2019 | Q3 2022 | 10 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 10 | 10 | 0.01% | 0.07% | 0.18% | Q2 2021 | Q3 2023 | 10 |
AVANTAX ADVISORY SERVICES, INC. | 9 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 10 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 10 | 10 | 0.10% | 0.14% | 0.19% | Q2 2021 | Q3 2023 | 10 |
FIL Ltd | 10 | 10 | 0.28% | 0.43% | 0.56% | Q3 2016 | Q4 2018 | 10 |
Lombard Odier Asset Management (USA) Corp | 5 | 5 | 1.33% | 4.00% | 7.77% | Q3 2022 | Q3 2023 | 10 |
Antonetti Capital Management LLC | 9 | 1 | 3.43% | 4.41% | 5.31% | Q2 2010 | Q3 2023 | 10 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 8 | 2 | 0.02% | 0.08% | 0.26% | Q2 2016 | Q4 2020 | 10 |
DRW Securities, LLC | 4 | 1 | 0.02% | 0.38% | 1.32% | Q2 2013 | Q4 2017 | 10 |
Qube Research & Technologies Ltd | 8 | 1 | 0.00% | 0.25% | 1.03% | Q3 2020 | Q3 2023 | 10 |
Invst, LLC | 10 | 10 | 0.04% | 2.37% | 6.88% | Q1 2019 | Q2 2021 | 10 |
Riggs Asset Managment Co. Inc. | 5 | 1 | 0.00% | 0.76% | 5.05% | Q3 2014 | Q3 2023 | 10 |
Madison Asset Management, LLC | 10 | 10 | 0.29% | 0.45% | 0.88% | Q2 2021 | Q3 2023 | 10 |
Intelligence Driven Advisers, LLC | 10 | 10 | 0.10% | 0.73% | 2.62% | Q4 2020 | Q1 2023 | 10 |
CADINHA & CO LLC | 8 | 2 | 0.04% | 0.09% | 0.13% | Q3 2019 | Q2 2022 | 10 |
OLD MISSION CAPITAL LLC | 4 | 1 | 0.04% | 0.12% | 0.30% | Q3 2018 | Q4 2022 | 10 |
MONEY CONCEPTS CAPITAL CORP | 8 | 2 | 0.02% | 0.08% | 0.25% | Q4 2020 | Q3 2023 | 10 |
Delta Investment Management, LLC | 4 | 3 | 0.08% | 1.00% | 2.27% | Q1 2019 | Q4 2021 | 10 |
Advisors Preferred, LLC | 3 | 1 | 0.01% | 3.08% | 13.10% | Q4 2013 | Q1 2022 | 10 |
Mariner, LLC | 7 | 1 | 0.00% | 0.27% | 0.54% | Q3 2016 | Q3 2023 | 10 |
GREAT VALLEY ADVISOR GROUP, INC. | 10 | 10 | 0.07% | 0.16% | 0.24% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Avalon Advisory Group | 10 | 10 | 1.66% | 2.35% | 2.78% | Q4 2019 | Q1 2022 | 10 |
Wealthquest Corp | 8 | 2 | 3.43% | 4.30% | 5.65% | Q3 2019 | Q1 2022 | 10 |
FIRST TRUST ADVISORS LP | 6 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 10 |
Braun-Bostich & Associates Inc. | 7 | 3 | 0.07% | 0.16% | 0.31% | Q4 2017 | Q2 2020 | 10 |
Sandy Spring Bank | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 10 |
SVB WEALTH LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2022 | 10 |
Weaver Consulting Group | 9 | 1 | 0.11% | 0.38% | 0.57% | Q1 2019 | Q4 2022 | 10 |
One Charles Private Wealth Services, LLC | 6 | 4 | 0.80% | 1.43% | 2.30% | Q1 2021 | Q3 2023 | 10 |
Bartlett & Co. LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2023 | 10 |
Smithfield Trust Co | 9 | 9 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2015 | 9 |
TRUST CO OF VERMONT | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 9 |
IFC Holdings Incorporated/FL | 3 | 1 | 0.02% | 0.12% | 0.76% | Q4 2013 | Q4 2017 | 9 |
Sanford Advisory Services, LLC | 9 | 9 | 0.09% | 0.13% | 0.22% | Q4 2020 | Q4 2022 | 9 |
UBS AG | 6 | 6 | 0.00% | 0.04% | 0.06% | Q2 2013 | Q3 2014 | 9 |
Investors Financial Group, LLC | 9 | 9 | 0.13% | 0.19% | 0.26% | Q4 2019 | Q4 2021 | 9 |
Lehman & Derafelo Financial Resources LLC | 7 | 2 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q3 2022 | 9 |
MID CONTINENT CAPITAL LLC/IL | 9 | 9 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q2 2015 | 9 |
Barrington Strategic Wealth Management Group LLC | 9 | 9 | 0.16% | 1.06% | 3.09% | Q3 2015 | Q3 2017 | 9 |
Southeast Asset Advisors Inc. | 9 | 9 | 0.03% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Stearns Financial Services Group | 9 | 9 | 0.00% | 4.45% | 6.38% | Q3 2018 | Q3 2020 | 9 |
Gladstone Institutional Advisory LLC | 9 | 9 | 0.02% | 0.41% | 0.79% | Q1 2020 | Q1 2022 | 9 |
Lumature Wealth Partners, LLC | 9 | 9 | 0.00% | 0.19% | 0.35% | Q4 2020 | Q4 2022 | 9 |
Stonebridge Capital Advisors LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q4 2022 | 9 |
NOVARE CAPITAL MANAGEMENT LLC | 9 | 9 | 0.03% | 0.08% | 0.17% | Q1 2020 | Q1 2022 | 9 |
Versant Capital Management, Inc | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 9 |
WRAPMANAGER INC | 7 | 2 | 1.08% | 2.37% | 6.39% | Q3 2012 | Q3 2023 | 9 |
RDA Financial Network | 9 | 9 | 0.39% | 0.87% | 1.27% | Q1 2019 | Q1 2021 | 9 |
WEST PACES ADVISORS INC. | 9 | 9 | 0.17% | 0.33% | 0.50% | Q3 2021 | Q3 2023 | 9 |
KANALY TRUST CO | 5 | 1 | 0.00% | 0.02% | 0.03% | Q1 2014 | Q4 2016 | 9 |
SPRENG CAPITAL MANAGEMENT, INC. | 9 | 9 | 0.13% | 0.23% | 0.36% | Q4 2019 | Q4 2021 | 9 |
BROWN BROTHERS HARRIMAN & CO | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2023 | 9 |
Simmons Bank | 9 | 9 | 0.03% | 0.11% | 0.17% | Q2 2021 | Q2 2023 | 9 |
CFS Investment Advisory Services, LLC | 5 | 1 | 0.14% | 0.97% | 1.84% | Q4 2020 | Q3 2023 | 9 |
US FINANCIAL ADVISORS, LLC | 8 | 1 | 2.28% | 3.85% | 4.82% | Q4 2020 | Q3 2023 | 9 |
Pacifica Partners Inc. | 9 | 9 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q4 2023 | 9 |
STUDIO INVESTMENT MANAGEMENT LLC | 9 | 9 | 0.11% | 1.17% | 1.97% | Q3 2021 | Q3 2023 | 9 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
D. SCOTT NEAL, INC. | 5 | 4 | 0.00% | 3.83% | 7.19% | Q4 2016 | Q1 2021 | 9 |
Integrated Wealth Management | 9 | 9 | 0.07% | 0.09% | 0.10% | Q1 2015 | Q1 2017 | 9 |
Clark Capital Management Group, Inc. | 7 | 1 | 0.02% | 1.32% | 5.09% | Q4 2014 | Q1 2023 | 9 |
FLAGSTAR ADVISORS INC | 9 | 9 | 0.08% | 0.09% | 0.10% | Q3 2021 | Q3 2023 | 9 |
First City Capital Management, Inc. | 9 | 9 | 0.04% | 0.06% | 0.06% | Q1 2014 | Q1 2016 | 9 |
Lombard Odier Asset Management (Switzerland) SA | 5 | 1 | 0.60% | 0.65% | 0.78% | Q2 2014 | Q1 2018 | 9 |
Advocacy Wealth Management Services, LLC | 9 | 9 | 0.01% | 1.82% | 5.84% | Q1 2019 | Q1 2021 | 9 |
BANK PICTET & CIE (ASIA) LTD | 9 | 9 | 0.10% | 0.14% | 0.16% | Q4 2018 | Q4 2020 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.01% | 0.21% | 0.65% | Q2 2013 | Q2 2015 | 9 |
GARRISON POINT ADVISORS, LLC | 9 | 9 | 0.14% | 0.18% | 0.28% | Q1 2020 | Q1 2022 | 9 |
Clear Perspectives Financial Planning, LLC | 9 | 9 | 0.00% | 0.58% | 2.35% | Q4 2020 | Q4 2022 | 9 |
Savior LLC | 9 | 9 | 0.00% | 0.03% | 0.22% | Q4 2019 | Q4 2021 | 9 |
tru Independence LLC | 7 | 1 | 0.07% | 0.09% | 0.11% | Q4 2019 | Q1 2023 | 9 |
LGL PARTNERS, LLC | 8 | 1 | 0.17% | 1.65% | 3.87% | Q4 2015 | Q3 2023 | 9 |
Compass Ion Advisors, LLC | 9 | 9 | 0.30% | 0.49% | 0.78% | Q1 2020 | Q1 2022 | 9 |
Bellwether Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2022 | 9 |
ProVise Management Group, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q4 2019 | 8 |
LAU ASSOCIATES LLC | 4 | 4 | 0.30% | 0.56% | 0.89% | Q1 2017 | Q4 2019 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q2 2023 | 8 |
D.B. Root & Company, LLC | 8 | 8 | 0.09% | 0.12% | 0.15% | Q4 2018 | Q3 2020 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
New Legacy Group, LLC | 8 | 8 | 0.08% | 0.81% | 1.22% | Q4 2021 | Q3 2023 | 8 |
Ascent Group, LLC | 8 | 8 | 0.23% | 0.26% | 0.31% | Q4 2021 | Q3 2023 | 8 |
SPINNAKER TRUST | 8 | 8 | 0.03% | 1.00% | 1.47% | Q1 2019 | Q4 2020 | 8 |
Virtue Capital Management, LLC | 4 | 2 | 0.00% | 3.06% | 7.92% | Q4 2017 | Q3 2020 | 8 |
HRT FINANCIAL LP | 2 | 1 | 0.01% | 0.05% | 0.15% | Q1 2019 | Q3 2023 | 8 |
REGATTA CAPITAL GROUP, LLC | 8 | 8 | 0.37% | 0.46% | 0.55% | Q4 2021 | Q3 2023 | 8 |
Montecito Bank & Trust | 7 | 1 | 0.08% | 0.11% | 0.13% | Q4 2014 | Q4 2016 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
HL FINANCIAL SERVICES LLC | 6 | 2 | 0.01% | 0.03% | 0.10% | Q2 2013 | Q1 2016 | 8 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 3 | 2 | 0.02% | 0.20% | 0.34% | Q3 2020 | Q3 2023 | 8 |
WARNER FINANCIAL, INC | 8 | 8 | 0.17% | 0.25% | 0.41% | Q4 2021 | Q3 2023 | 8 |
CSS LLC/IL | 8 | 8 | 0.02% | 0.02% | 0.03% | Q1 2018 | Q4 2019 | 8 |
Alpha Omega Wealth Management LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2017 | 8 |
Unconventional Investor, LLC | 8 | 8 | 0.89% | 1.12% | 1.48% | Q4 2021 | Q3 2023 | 8 |
GUERRA PAN ADVISORS, LLC | 8 | 8 | 0.63% | 0.71% | 0.82% | Q4 2021 | Q3 2023 | 8 |
Spearhead Capital Advisors, LLC | 6 | 2 | 0.07% | 0.12% | 0.19% | Q1 2020 | Q2 2022 | 8 |
Financial Management Professionals, Inc. | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2023 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.04% | 0.44% | 1.19% | Q4 2021 | Q3 2023 | 8 |
BESSEMER GROUP INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2022 | 8 |
B. Riley Wealth Management, Inc. | 5 | 1 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q2 2022 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2015 | 8 |
SINECERA CAPITAL, LLC | 8 | 8 | 2.23% | 2.76% | 3.87% | Q4 2021 | Q3 2023 | 8 |
Kathleen S. Wright Associates Inc. | 8 | 8 | 0.53% | 0.66% | 0.83% | Q4 2021 | Q3 2023 | 8 |
EATON VANCE MANAGEMENT | 8 | 8 | 0.00% | 0.05% | 0.11% | Q4 2020 | Q3 2022 | 8 |
INVESTMENT CENTERS OF AMERICA INC | 7 | 1 | 0.03% | 0.09% | 0.13% | Q3 2015 | Q3 2017 | 8 |
Lenox Wealth Management, Inc. | 8 | 8 | 0.00% | 0.71% | 3.42% | Q3 2018 | Q2 2020 | 8 |
CAMBRIDGE TRUST CO | 8 | 8 | 0.02% | 0.04% | 0.07% | Q1 2021 | Q4 2022 | 8 |
Integrity Financial Corp /WA | 8 | 8 | 0.00% | 0.01% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Madden Advisory Services, Inc. | 5 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2017 | 8 |
SBB Research Group LLC | 8 | 8 | 0.48% | 3.19% | 12.40% | Q4 2021 | Q3 2023 | 8 |
Simply Money Advisors | 8 | 8 | 0.05% | 5.17% | 8.65% | Q2 2016 | Q1 2018 | 8 |
Destination Wealth Management | 6 | 1 | 0.00% | 0.02% | 0.09% | Q1 2018 | Q4 2022 | 8 |
HBW ADVISORY SERVICES LLC | 5 | 1 | 0.06% | 0.43% | 1.65% | Q3 2019 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.02% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Roble, Belko & Company, Inc | 5 | 3 | 0.01% | 0.10% | 0.78% | Q2 2019 | Q3 2023 | 8 |
My Personal CFO, LLC | 8 | 8 | 0.19% | 0.31% | 0.68% | Q4 2021 | Q3 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 5 | 3 | 0.04% | 0.08% | 0.14% | Q2 2013 | Q3 2016 | 8 |
Gould Capital, LLC | 8 | 8 | 8.12% | 9.00% | 9.90% | Q4 2021 | Q3 2023 | 8 |
Realta Investment Advisors | 4 | 2 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 8 |
VERUS CAPITAL PARTNERS, LLC | 7 | 1 | 0.03% | 0.08% | 0.15% | Q1 2020 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.06% | 0.14% | 0.27% | Q4 2021 | Q3 2023 | 8 |
JMAC ENTERPRISES LLC | 8 | 8 | 0.36% | 0.39% | 0.43% | Q4 2021 | Q3 2023 | 8 |
St. James Investment Company, LLC | 5 | 3 | 0.12% | 0.24% | 0.35% | Q4 2020 | Q2 2023 | 8 |
Wealthfront Advisers LLC | 5 | 3 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2015 | 8 |
HARRELL INVESTMENT PARTNERS, LLC | 8 | 8 | 1.05% | 1.36% | 1.76% | Q1 2020 | Q4 2021 | 8 |
HBK Sorce Advisory LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q1 2023 | 8 |
LINCOLN NATIONAL CORP | 7 | 1 | 0.01% | 0.09% | 0.15% | Q2 2020 | Q4 2022 | 8 |
McIlrath & Eck, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2019 | 8 |
Cavalier Investments, LLC | 6 | 2 | 0.61% | 1.15% | 1.90% | Q4 2018 | Q2 2021 | 8 |
JACKSON THORNTON ASSET MANAGEMENT, LLC | 8 | 8 | 0.10% | 0.12% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Spectrum Planning & Advisory Services Inc. | 8 | 8 | 0.32% | 0.41% | 0.49% | Q4 2020 | Q3 2022 | 8 |
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 7 | 7 | 7.07% | 14.14% | 17.88% | Q2 2016 | Q4 2017 | 7 |
Wealthspire Advisors, L.P. | 6 | 1 | 0.00% | 0.05% | 0.35% | Q4 2017 | Q3 2020 | 7 |
CABOT WEALTH MANAGEMENT INC | 7 | 7 | 0.10% | 0.37% | 0.96% | Q1 2022 | Q3 2023 | 7 |
Triumph Capital Management | 4 | 3 | 0.09% | 0.15% | 0.23% | Q3 2021 | Q3 2023 | 7 |
BOK Financial Private Wealth, Inc. | 6 | 1 | 0.01% | 0.04% | 0.07% | Q2 2016 | Q1 2023 | 7 |
Insight Wealth Partners, LLC | 6 | 1 | 1.11% | 2.55% | 5.02% | Q4 2019 | Q4 2021 | 7 |
PrairieView Partners, LLC | 7 | 7 | 0.01% | 0.03% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Chemistry Wealth Management LLC | 7 | 7 | 0.12% | 0.15% | 0.18% | Q1 2022 | Q3 2023 | 7 |
BOOTHBAY FUND MANAGEMENT, LLC | 6 | 1 | 0.02% | 0.46% | 0.98% | Q4 2021 | Q3 2023 | 7 |
Squar Milner Financial Services LLC | 5 | 2 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q1 2020 | 7 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 7 | 7 | 2.11% | 2.40% | 2.75% | Q1 2022 | Q3 2023 | 7 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 6 | 1 | 0.05% | 0.07% | 0.10% | Q4 2018 | Q3 2021 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.02% | 0.10% | 0.19% | Q2 2013 | Q4 2014 | 7 |
IFG Advisors, LLC | 7 | 7 | 0.19% | 0.23% | 0.26% | Q2 2021 | Q4 2022 | 7 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 7 | 7 | 0.45% | 0.80% | 1.46% | Q1 2022 | Q3 2023 | 7 |
Blueprint Investment Partners LLC | 5 | 2 | 0.11% | 0.32% | 1.05% | Q4 2021 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Haverford Trust Co | 7 | 7 | 0.14% | 0.22% | 0.26% | Q1 2022 | Q3 2023 | 7 |
Chicago Partners Investment Group LLC | 5 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2018 | 7 |
VCU Investment Management Co | 7 | 7 | 10.44% | 15.01% | 18.61% | Q4 2016 | Q2 2018 | 7 |
SURIENCE PRIVATE WEALTH LLC | 7 | 7 | 0.41% | 1.49% | 6.32% | Q4 2021 | Q2 2023 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 4 | 3 | 0.29% | 0.98% | 2.73% | Q2 2013 | Q1 2023 | 7 |
Pinion Investment Advisors, LLC | 5 | 2 | 0.14% | 0.21% | 0.36% | Q3 2021 | Q3 2023 | 7 |
Curi Wealth Management, LLC | 7 | 7 | 0.96% | 2.03% | 2.98% | Q1 2022 | Q3 2023 | 7 |
NinePointTwo Capital LLC | 7 | 7 | 0.10% | 0.14% | 0.18% | Q4 2020 | Q2 2022 | 7 |
ARS Wealth Advisors, LLC | 5 | 2 | 0.06% | 0.27% | 0.40% | Q3 2015 | Q4 2020 | 7 |
EVERGREEN CAPITAL MANAGEMENT LLC | 6 | 1 | 0.02% | 1.37% | 2.18% | Q2 2020 | Q3 2023 | 7 |
PSI Advisors, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Vontobel Holding Ltd. | 6 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Wealthstar Advisors, LLC | 7 | 7 | 0.85% | 1.44% | 2.13% | Q1 2022 | Q3 2023 | 7 |
MGO ONE SEVEN LLC | 4 | 3 | 0.04% | 0.08% | 0.17% | Q4 2020 | Q3 2023 | 7 |
OPPENHEIMER & CO INC | 6 | 1 | 0.01% | 0.03% | 0.03% | Q3 2015 | Q3 2023 | 7 |
Sowa Financial Group, Inc. | 7 | 7 | 0.14% | 0.76% | 1.39% | Q4 2019 | Q2 2021 | 7 |
SeaBridge Investment Advisors LLC | 6 | 1 | 0.09% | 0.11% | 0.14% | Q3 2019 | Q2 2022 | 7 |
REILLY FINANCIAL ADVISORS, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2021 | 7 |
LAZARD ASSET MANAGEMENT LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 7 |
Inspire Advisors, LLC | 7 | 7 | 0.13% | 0.24% | 0.39% | Q4 2020 | Q2 2022 | 7 |
Continuum Advisory, LLC | 7 | 7 | 0.05% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 7 |
First National Bank of South Miami | 4 | 3 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q3 2021 | 7 |
GODSEY & GIBB, INC | 5 | 2 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 7 |
FIDUCIARY TRUST CO | 5 | 2 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 7 |
W.G. Shaheen & Associates DBA Whitney & Co | 7 | 7 | 0.06% | 0.41% | 0.93% | Q1 2022 | Q3 2023 | 7 |
Omega Financial Group, LLC | 7 | 7 | 0.34% | 0.46% | 0.56% | Q1 2022 | Q3 2023 | 7 |
Weatherstone Capital Management | 2 | 1 | 0.28% | 3.92% | 13.22% | Q3 2013 | Q1 2019 | 7 |
Argentus Capital Management, LLC | 5 | 1 | 0.31% | 3.07% | 14.96% | Q3 2013 | Q3 2016 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Core Wealth Advisors, Inc. | 6 | 1 | 0.02% | 3.11% | 4.89% | Q4 2019 | Q2 2022 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 7 |
Beacon Pointe Advisors, LLC | 7 | 7 | 0.04% | 0.08% | 0.20% | Q1 2021 | Q3 2022 | 7 |
PAYDEN & RYGEL | 7 | 7 | 0.18% | 0.46% | 0.63% | Q2 2015 | Q4 2016 | 7 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 7 | 7 | 0.17% | 4.86% | 8.42% | Q1 2022 | Q3 2023 | 7 |
Csenge Advisory Group | 3 | 1 | 0.00% | 0.02% | 0.06% | Q3 2018 | Q3 2023 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.01% | 0.32% | 1.93% | Q2 2013 | Q4 2014 | 7 |
Financial Advocates Investment Management | 6 | 1 | 0.02% | 0.05% | 0.09% | Q4 2019 | Q4 2022 | 7 |
Private Ocean, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
UMB Bank, n.a. | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
COUNTRY CLUB BANK /GFN | 7 | 7 | 0.02% | 0.11% | 0.16% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.21% | 0.24% | 0.30% | Q1 2022 | Q3 2023 | 7 |
Connectus Wealth, LLC | 7 | 7 | 0.43% | 0.67% | 0.95% | Q1 2022 | Q3 2023 | 7 |
ARS Investment Partners, LLC | 6 | 6 | 0.19% | 0.90% | 1.20% | Q4 2016 | Q1 2018 | 6 |
Bogart Wealth, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
ShoreHaven Wealth Partners, LLC | 6 | 6 | 0.53% | 2.11% | 2.60% | Q4 2020 | Q1 2022 | 6 |
Capital Advisors Wealth Management, LLC | 6 | 6 | 0.07% | 0.24% | 0.83% | Q1 2021 | Q2 2022 | 6 |
TCTC Holdings, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 6 |
ESL Trust Services, LLC | 6 | 6 | 0.18% | 0.35% | 0.44% | Q1 2020 | Q2 2021 | 6 |
Hilton Capital Management, LLC | 4 | 2 | 0.07% | 5.14% | 8.94% | Q1 2022 | Q3 2023 | 6 |
Rise Advisors, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Trek Financial, LLC | 4 | 2 | 0.03% | 0.19% | 0.49% | Q1 2019 | Q3 2020 | 6 |
Good Life Advisors, LLC | 4 | 1 | 0.08% | 0.14% | 0.31% | Q4 2016 | Q1 2021 | 6 |
Coury Firm Asset Management LLC | 3 | 3 | 1.18% | 1.99% | 3.59% | Q4 2021 | Q2 2023 | 6 |
MACKAY SHIELDS LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Windsor Wealth Management, Inc. | 6 | 6 | 0.11% | 0.29% | 0.71% | Q3 2020 | Q4 2021 | 6 |
Parisi Gray Wealth Management | 5 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q2 2021 | 6 |
Badgley Phelps Wealth Managers, LLC | 6 | 6 | 0.02% | 1.44% | 2.01% | Q3 2021 | Q4 2022 | 6 |
AVIANCE CAPITAL MANAGEMENT, LLC | 6 | 6 | 0.05% | 0.18% | 0.40% | Q2 2015 | Q3 2016 | 6 |
Peak Capital Management LLC | 6 | 6 | 0.98% | 1.27% | 1.54% | Q3 2017 | Q4 2018 | 6 |
DOCK STREET ASSET MANAGEMENT INC | 6 | 6 | 0.95% | 1.24% | 1.52% | Q2 2022 | Q3 2023 | 6 |
NATIONAL PLANNING CORP | 4 | 1 | 0.01% | 0.41% | 0.81% | Q2 2013 | Q4 2017 | 6 |
American Trust | 6 | 6 | 0.05% | 0.10% | 0.14% | Q1 2022 | Q2 2023 | 6 |
East Coast Asset Management, LLC. | 6 | 6 | 0.09% | 0.12% | 0.18% | Q2 2016 | Q3 2017 | 6 |
MIRSKY FINANCIAL MANAGEMENT CORP. | 6 | 6 | 0.11% | 0.13% | 0.16% | Q3 2020 | Q4 2021 | 6 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
MATRIX ASSET ADVISORS INC/NY | 6 | 6 | 0.04% | 0.04% | 0.05% | Q4 2019 | Q1 2021 | 6 |
Parkside Financial Bank & Trust | 4 | 2 | 0.01% | 0.02% | 0.03% | Q3 2015 | Q2 2017 | 6 |
Tarbox Family Office, Inc. | 6 | 6 | 0.10% | 0.13% | 0.17% | Q2 2016 | Q3 2017 | 6 |
Concord Wealth Partners | 4 | 2 | 0.00% | 0.05% | 0.08% | Q1 2022 | Q3 2023 | 6 |
Bond & Devick Financial Network, Inc. | 6 | 6 | 1.28% | 5.93% | 7.81% | Q2 2022 | Q3 2023 | 6 |
WBI INVESTMENTS, LLC | 6 | 6 | 0.04% | 0.38% | 1.49% | Q2 2015 | Q3 2016 | 6 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 6 | 6 | 0.08% | 0.87% | 2.95% | Q2 2015 | Q3 2016 | 6 |
CANTOR FITZGERALD, L. P. | 6 | 6 | 1.23% | 1.55% | 1.67% | Q2 2022 | Q3 2023 | 6 |
COOPERMAN LEON G | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Glovista Investments LLC | 4 | 2 | 0.12% | 1.02% | 3.34% | Q4 2014 | Q4 2020 | 6 |
Allegis Investment Advisors, LLC | 3 | 1 | 0.08% | 0.11% | 0.15% | Q4 2015 | Q3 2017 | 6 |
RAND WEALTH, LLC | 6 | 6 | 0.03% | 0.04% | 0.04% | Q2 2017 | Q3 2018 | 6 |
Analyst IMS Investment Management Services Ltd. | 3 | 3 | 0.00% | 0.11% | 0.25% | Q2 2015 | Q3 2018 | 6 |
HCR Wealth Advisors | 3 | 1 | 0.00% | 0.04% | 0.07% | Q4 2019 | Q3 2023 | 6 |
First Capital Advisors Group, LLC. | 4 | 2 | 0.02% | 1.77% | 5.53% | Q4 2021 | Q2 2023 | 6 |
EFG Asset Management (Americas) Corp. | 5 | 1 | 0.17% | 0.50% | 0.84% | Q4 2014 | Q3 2023 | 6 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 6 | 6 | 0.06% | 0.09% | 0.16% | Q3 2021 | Q4 2022 | 6 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2022 | 6 |
E&G Advisors, LP | 6 | 6 | 0.10% | 0.10% | 0.11% | Q2 2022 | Q3 2023 | 6 |
Baystate Wealth Management LLC | 6 | 6 | 0.00% | 0.01% | 0.04% | Q2 2022 | Q3 2023 | 6 |
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 6 | 6 | 1.65% | 1.79% | 1.94% | Q2 2022 | Q3 2023 | 6 |
FormulaFolio Investments, LLC | 6 | 6 | 0.03% | 0.19% | 0.51% | Q3 2019 | Q4 2020 | 6 |
Carmichael Hill & Associates, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
GDS Wealth Management | 6 | 6 | 1.28% | 1.36% | 1.45% | Q4 2021 | Q1 2023 | 6 |
Solstein Capital, LLC | 6 | 6 | 0.19% | 0.20% | 0.22% | Q2 2022 | Q3 2023 | 6 |
Charles Schwab Trust Co | 6 | 6 | 0.04% | 0.06% | 0.10% | Q2 2022 | Q3 2023 | 6 |
Shepherd Financial Partners LLC | 6 | 6 | 0.05% | 0.09% | 0.14% | Q2 2018 | Q3 2019 | 6 |
Psagot Value Holdings Ltd. / (Israel) | 6 | 6 | 0.24% | 0.28% | 0.32% | Q3 2021 | Q4 2022 | 6 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.07% | 0.32% | Q4 2018 | Q3 2023 | 6 |
Aries Wealth Management | 5 | 1 | 0.13% | 0.20% | 0.50% | Q1 2022 | Q3 2023 | 6 |
TOWNSQUARE CAPITAL LLC | 4 | 2 | 0.01% | 0.10% | 0.32% | Q2 2020 | Q4 2021 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Strategic Wealth Partners Group, LLC | 4 | 2 | 0.06% | 0.10% | 0.19% | Q2 2020 | Q4 2021 | 6 |
VICTORY CAPITAL MANAGEMENT INC | 6 | 6 | 0.00% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 6 |
MOTCO | 4 | 2 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2018 | 6 |
AlphaStar Capital Management, LLC | 6 | 6 | 0.14% | 0.17% | 0.23% | Q4 2017 | Q1 2019 | 6 |
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 6 | 6 | 2.19% | 3.01% | 3.61% | Q4 2020 | Q1 2022 | 6 |
Manning & Napier Group, LLC | 6 | 6 | 0.14% | 0.17% | 0.20% | Q4 2017 | Q1 2019 | 6 |
Fullerton Fund Management Co Ltd. | 6 | 6 | 0.08% | 2.85% | 4.11% | Q1 2022 | Q2 2023 | 6 |
Foundations Investment Advisors, LLC | 6 | 6 | 0.01% | 0.04% | 0.07% | Q2 2022 | Q3 2023 | 6 |
Knowledge Leaders Capital, LLC | 6 | 6 | 0.10% | 1.62% | 4.63% | Q1 2016 | Q2 2017 | 6 |
VALLEY WEALTH MANAGERS, INC. | 6 | 6 | 0.04% | 0.07% | 0.08% | Q2 2022 | Q3 2023 | 6 |
Stonehearth Capital Management, LLC | 4 | 2 | 0.15% | 0.34% | 0.82% | Q1 2022 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.02% | 0.03% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Silverleafe Capital Partners, LLC | 4 | 2 | 1.77% | 2.33% | 2.88% | Q1 2022 | Q3 2023 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2019 | 6 |
Arkadios Wealth Advisors | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2023 | 6 |
MANNING & NAPIER ADVISORS LLC | 6 | 6 | 0.00% | 0.05% | 0.13% | Q2 2016 | Q3 2017 | 6 |
Portfolio Solutions, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2018 | 5 |
COLDSTREAM CAPITAL MANAGEMENT INC | 5 | 5 | 0.05% | 0.08% | 0.13% | Q4 2018 | Q4 2019 | 5 |
ADVISOR PARTNERS LLC | 5 | 5 | 0.03% | 0.05% | 0.06% | Q1 2021 | Q1 2022 | 5 |
JNBA Financial Advisors | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2023 | 5 |
NBT BANK N A /NY | 5 | 5 | 0.10% | 0.12% | 0.15% | Q3 2022 | Q3 2023 | 5 |
Clear Creek Financial Management, LLC | 3 | 2 | 0.04% | 0.08% | 0.22% | Q2 2020 | Q3 2021 | 5 |
Highland Private Wealth Management | 3 | 2 | 0.10% | 0.12% | 0.13% | Q2 2016 | Q3 2017 | 5 |
Enterprise Trust & Investment Co | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2020 | 5 |
CAPE COD FIVE CENTS SAVINGS BANK | 5 | 5 | 1.67% | 2.37% | 3.05% | Q1 2017 | Q1 2018 | 5 |
THOMASPARTNERS, INC. | 4 | 1 | 0.00% | 0.60% | 1.20% | Q2 2013 | Q2 2017 | 5 |
EPG Wealth Management LLC | 3 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 5 |
True Link Financial Advisors, LLC | 5 | 5 | 0.02% | 0.17% | 0.41% | Q4 2020 | Q4 2021 | 5 |
Royal Fund Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2019 | 5 |
Capital Advisors, Ltd. LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2019 | 5 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2021 | 5 |
Legacy Private Trust Co. | 3 | 1 | 0.02% | 0.05% | 0.08% | Q3 2013 | Q3 2023 | 5 |
Capital Directions Investment Advisors, LLC | 3 | 1 | 0.00% | 0.07% | 0.31% | Q2 2017 | Q3 2022 | 5 |
Ionic Capital Management LLC | 2 | 2 | 0.01% | 0.05% | 0.09% | Q3 2015 | Q4 2015 | 5 |
Cadence Bank | 5 | 5 | 0.03% | 0.09% | 0.14% | Q3 2022 | Q3 2023 | 5 |
Wunderlich Capital Managemnt | 5 | 5 | 0.24% | 0.32% | 0.36% | Q3 2022 | Q3 2023 | 5 |
Elevated Capital Advisors, LLC | 3 | 1 | 1.52% | 2.34% | 3.45% | Q1 2019 | Q4 2020 | 5 |
MONECO Advisors, LLC | 4 | 1 | 0.08% | 1.07% | 1.98% | Q2 2020 | Q3 2021 | 5 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q4 2021 | 5 |
EXANE DERIVATIVES | 5 | 5 | 0.04% | 0.06% | 0.11% | Q1 2021 | Q1 2022 | 5 |
MBL Wealth, LLC | 5 | 5 | 1.46% | 1.92% | 2.38% | Q3 2022 | Q3 2023 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.15% | 0.37% | 1.22% | Q3 2021 | Q3 2022 | 5 |
Rinkey Investments | 5 | 5 | 0.79% | 2.11% | 3.48% | Q3 2022 | Q3 2023 | 5 |
Biltmore Family Office, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2020 | 5 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2023 | 5 |
Ellevest, Inc. | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q1 2021 | 5 |
Banque Cantonale Vaudoise | 3 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 5 |
Index Fund Advisors, Inc. | 5 | 5 | 0.08% | 0.11% | 0.19% | Q4 2021 | Q4 2022 | 5 |
Mosaic Family Wealth, LLC | 5 | 5 | 0.00% | 0.03% | 0.04% | Q4 2017 | Q4 2018 | 5 |
Donoghue Forlines LLC | 4 | 1 | 1.20% | 4.97% | 7.41% | Q1 2022 | Q3 2023 | 5 |
180 WEALTH ADVISORS, LLC | 5 | 5 | 0.15% | 0.16% | 0.18% | Q4 2017 | Q4 2018 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Hirtle Callaghan & Co LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2021 | 5 |
LEVEL FOUR ADVISORY SERVICES, LLC | 4 | 1 | 0.01% | 0.10% | 0.24% | Q2 2020 | Q3 2023 | 5 |
TFO Wealth Partners, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2021 | 5 |
IronBridge Private Wealth, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2021 | 5 |
Godshalk Welsh Capital Management, Inc. | 5 | 5 | 0.26% | 0.27% | 0.28% | Q4 2015 | Q4 2016 | 5 |
BANK OF NOVA SCOTIA | 1 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q4 2022 | 5 |
Mach-1 Financial Group, LLC | 3 | 1 | 0.00% | 0.09% | 0.18% | Q4 2020 | Q1 2023 | 5 |
B.O.S.S. Retirement Advisors, LLC | 5 | 5 | 0.16% | 0.17% | 0.18% | Q4 2022 | Q4 2023 | 5 |
Golden State Equity Partners | 3 | 1 | 0.26% | 0.35% | 0.59% | Q1 2021 | Q3 2023 | 5 |
Outlook Wealth Advisors, LLC | 5 | 5 | 0.30% | 1.85% | 3.65% | Q1 2020 | Q1 2021 | 5 |
Shamrock Asset Management LLC | 4 | 1 | 0.07% | 0.09% | 0.13% | Q3 2013 | Q1 2017 | 5 |
SIMON QUICK ADVISORS, LLC | 3 | 1 | 0.00% | 0.01% | 0.05% | Q1 2017 | Q1 2020 | 5 |
LaFleur & Godfrey LLC | 3 | 2 | 0.05% | 0.45% | 1.67% | Q2 2013 | Q4 2014 | 5 |
BALDWIN BROTHERS LLC/MA | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.01% | 0.07% | 0.17% | Q4 2016 | Q4 2017 | 5 |
KLS Professional Advisors Group, LLC | 5 | 5 | 0.02% | 3.23% | 5.53% | Q1 2018 | Q1 2019 | 5 |
Astor Investment Management LLC | 3 | 2 | 0.14% | 2.03% | 4.49% | Q2 2020 | Q3 2021 | 5 |
Running Point Capital Advisors, LLC | 5 | 5 | 0.02% | 0.30% | 0.42% | Q4 2020 | Q4 2021 | 5 |
Apollon Wealth Management, LLC | 3 | 2 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 5 |
Counterpoint Mutual Funds LLC | 4 | 1 | 1.11% | 7.44% | 17.80% | Q1 2022 | Q3 2023 | 5 |
Ruggie Capital Group | 5 | 5 | 0.17% | 0.37% | 0.67% | Q2 2018 | Q2 2019 | 5 |
AFAM CAPITAL, INC. | 4 | 1 | 0.15% | 0.29% | 0.58% | Q2 2016 | Q1 2018 | 5 |
Blue Fin Capital, Inc. | 5 | 5 | 0.16% | 0.32% | 0.45% | Q3 2022 | Q3 2023 | 5 |
AlphaCore Capital LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 5 |
K2 PRINCIPAL FUND, L.P. | 3 | 1 | 0.66% | 1.45% | 2.95% | Q2 2022 | Q3 2023 | 5 |
Jaffetilchin Investment Partners, LLC | 5 | 5 | 0.31% | 0.38% | 0.58% | Q1 2019 | Q1 2020 | 5 |
Divergent Wealth Advisors | 5 | 5 | 0.29% | 0.37% | 0.48% | Q3 2022 | Q3 2023 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Bison Wealth, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2022 | 5 |
Nuveen Fund Advisors, LLC | 5 | 5 | 0.07% | 0.13% | 0.20% | Q1 2017 | Q1 2018 | 5 |
Mayflower Financial Advisors, LLC | 5 | 5 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q4 2021 | 5 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 5 |
Armbruster Capital Management, Inc. | 4 | 1 | 0.00% | 0.03% | 0.04% | Q4 2015 | Q4 2017 | 5 |
New Potomac Partners, LLC | 5 | 5 | 1.93% | 2.01% | 2.20% | Q3 2022 | Q3 2023 | 5 |
RETIREMENT INCOME SOLUTIONS, INC | 5 | 5 | 0.12% | 1.28% | 1.83% | Q3 2022 | Q3 2023 | 5 |
David J Yvars Group | 5 | 5 | 0.19% | 0.36% | 0.56% | Q4 2020 | Q4 2021 | 5 |
Menard Financial Group LLC | 5 | 5 | 1.62% | 2.82% | 4.94% | Q1 2020 | Q1 2021 | 5 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q1 2022 | 5 |
LITTLE HOUSE CAPITAL LLC | 4 | 1 | 0.11% | 0.93% | 1.30% | Q1 2019 | Q4 2021 | 5 |
SILVER OAK SECURITIES, INCORPORATED | 5 | 5 | 0.03% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
PALLADIEM, LLC | 5 | 5 | 0.99% | 5.35% | 9.02% | Q4 2020 | Q4 2021 | 5 |
Capital Wealth Planning, LLC | 2 | 2 | 0.17% | 0.19% | 0.22% | Q3 2015 | Q4 2018 | 4 |
Smart Money Group LLC | 3 | 1 | 1.90% | 3.79% | 7.03% | Q1 2020 | Q2 2021 | 4 |
NOMURA ASSET MANAGEMENT CO LTD | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q4 2022 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
First Farmers & Merchants Bank / Trust | 4 | 4 | 0.72% | 0.77% | 0.81% | Q4 2021 | Q3 2022 | 4 |
KM Capital Management Ltd. | 4 | 4 | 0.15% | 0.30% | 0.45% | Q4 2022 | Q3 2023 | 4 |
VSR Financial Services, Inc. | 4 | 4 | 0.04% | 0.16% | 0.50% | Q3 2015 | Q2 2016 | 4 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 2 | 1 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q1 2023 | 4 |
VALLEY NATIONAL ADVISERS INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 4 |
AMERICAN NATIONAL BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
SADOFF INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2016 | Q3 2017 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Trellus Management Company, LLC | 4 | 4 | 0.51% | 0.76% | 0.99% | Q1 2019 | Q4 2019 | 4 |
CYPRESS CAPITAL MANAGEMENT LLC | 4 | 4 | 0.29% | 0.34% | 0.37% | Q4 2021 | Q3 2022 | 4 |
Armor Investment Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
AXS Investments LLC | 4 | 4 | 0.43% | 0.46% | 0.49% | Q2 2022 | Q1 2023 | 4 |
Rainsberger Wealth Advisors, Inc. | 4 | 4 | 2.68% | 3.68% | 4.74% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Clarity Financial LLC | 2 | 2 | 0.37% | 2.40% | 4.73% | Q4 2020 | Q3 2023 | 4 |
ANCORA FAMILY WEALTH ADVISORS, LLC | 3 | 1 | 0.07% | 0.08% | 0.09% | Q3 2015 | Q3 2016 | 4 |
Jackson Wealth Management, LLC | 1 | 1 | 0.04% | 0.45% | 1.63% | Q3 2015 | Q4 2021 | 4 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 4 | 4 | 0.00% | 0.02% | 0.09% | Q1 2020 | Q4 2020 | 4 |
Castleview Partners, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
RGT Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.04% | 0.08% | Q4 2021 | Q3 2022 | 4 |
Greystone Financial Group, LLC | 4 | 4 | 0.73% | 2.08% | 2.82% | Q4 2020 | Q3 2021 | 4 |
Bryn Mawr Capital Management, LLC | 4 | 4 | 0.14% | 0.18% | 0.20% | Q4 2022 | Q3 2023 | 4 |
MONTAG A & ASSOCIATES INC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
NorthCrest Asset Manangement, LLC | 3 | 1 | 0.22% | 0.55% | 0.77% | Q3 2022 | Q3 2023 | 4 |
Parker Financial LLC | 4 | 4 | 1.63% | 1.99% | 2.29% | Q4 2022 | Q3 2023 | 4 |
COMMUNITY TRUST & INVESTMENT CO | 4 | 4 | 0.08% | 0.24% | 0.30% | Q4 2022 | Q3 2023 | 4 |
F3Logic, LLC | 3 | 1 | 0.03% | 0.08% | 0.14% | Q4 2018 | Q4 2020 | 4 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2017 | 4 |
Eley Financial Management, Inc | 4 | 4 | 7.69% | 7.86% | 7.99% | Q4 2022 | Q3 2023 | 4 |
Pacific Sage Partners, LLC | 4 | 4 | 11.18% | 11.68% | 12.26% | Q4 2022 | Q3 2023 | 4 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 4 | 4 | 0.64% | 0.88% | 1.37% | Q4 2019 | Q3 2020 | 4 |
Cable Hill Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2017 | 4 |
Freestate Advisors LLC | 4 | 4 | 2.52% | 14.05% | 47.52% | Q1 2020 | Q4 2020 | 4 |
Cardan Capital Partners, LLC | 3 | 1 | 0.79% | 1.29% | 1.56% | Q2 2020 | Q3 2021 | 4 |
Independence Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 4 |
IFG Advisory, LLC | 4 | 4 | 0.03% | 0.05% | 0.07% | Q1 2022 | Q4 2022 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Highview Capital Management LLC/DE/ | 4 | 4 | 5.30% | 9.28% | 10.65% | Q4 2022 | Q3 2023 | 4 |
Hedeker Wealth, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2014 | Q3 2016 | 4 |
CapWealth Advisors, LLC | 3 | 1 | 0.01% | 0.03% | 0.03% | Q3 2013 | Q1 2016 | 4 |
UBP Investment Advisors SA | 4 | 4 | 0.62% | 0.72% | 0.79% | Q4 2017 | Q3 2018 | 4 |
Oxbow Advisors, LLC | 4 | 4 | 0.15% | 0.19% | 0.24% | Q4 2022 | Q3 2023 | 4 |
MORRIS FINANCIAL CONCEPTS, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Good Harbor Financial, LLC | 2 | 1 | 0.02% | 9.50% | 37.73% | Q3 2013 | Q3 2015 | 4 |
Wellesley Investment Partners, LLC | 4 | 4 | 0.32% | 0.46% | 0.56% | Q4 2019 | Q3 2020 | 4 |
Fortis Group Advisors, LLC | 3 | 1 | 0.22% | 2.36% | 8.72% | Q3 2020 | Q3 2023 | 4 |
High Falls Advisors, Inc | 3 | 1 | 0.01% | 0.50% | 0.85% | Q1 2016 | Q2 2021 | 4 |
Beacon Bridge Wealth Partners, LLC | 4 | 4 | 0.13% | 0.17% | 0.23% | Q4 2022 | Q3 2023 | 4 |
SeaCrest Wealth Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.02% | 0.05% | 0.09% | Q4 2019 | Q3 2021 | 4 |
Morton Brown Family Wealth, LLC | 4 | 4 | 0.11% | 0.16% | 0.19% | Q4 2022 | Q3 2023 | 4 |
TIEDEMANN ADVISORS, LLC | 4 | 4 | 0.08% | 0.13% | 0.28% | Q2 2022 | Q1 2023 | 4 |
Independence Bank of Kentucky | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Ameritas Investment Company, LLC | 3 | 1 | 0.01% | 0.01% | 0.03% | Q3 2019 | Q1 2021 | 4 |
CADENCE BANK NA | 4 | 4 | 0.09% | 0.11% | 0.14% | Q4 2019 | Q3 2020 | 4 |
TCG Advisory Services, LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Edenbrook Capital, LLC | 4 | 4 | 2.09% | 9.61% | 14.66% | Q2 2021 | Q1 2022 | 4 |
PALLADIUM PARTNERS LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q1 2014 | 4 |
Camarda Financial Advisors, LLC | 2 | 1 | 0.01% | 1.42% | 3.51% | Q2 2013 | Q2 2023 | 4 |
Advance Capital Management, Inc. | 4 | 4 | 0.04% | 0.05% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Heirloom Wealth Management | 4 | 4 | 0.24% | 5.74% | 8.11% | Q4 2022 | Q3 2023 | 4 |
Crosspoint Capital Strategies, LLC | 4 | 4 | 0.00% | 0.03% | 0.12% | Q1 2015 | Q4 2015 | 4 |
StoneX Group Inc. | 3 | 1 | 0.04% | 0.10% | 0.18% | Q1 2020 | Q1 2021 | 4 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q1 2018 | 4 |
Evanson Asset Management, LLC | 3 | 1 | 0.02% | 0.05% | 0.05% | Q4 2017 | Q2 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.13% | 0.14% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Delap Wealth Advisory, LLC | 4 | 4 | 2.25% | 2.49% | 2.77% | Q4 2022 | Q3 2023 | 4 |
Main Street Financial Solutions, LLC | 3 | 1 | 0.12% | 0.39% | 0.57% | Q1 2021 | Q2 2022 | 4 |
Northstar Advisory Group, LLC | 2 | 1 | 0.40% | 6.94% | 16.37% | Q4 2020 | Q3 2022 | 4 |
Global Financial Private Capital, Inc | 3 | 1 | 0.20% | 0.40% | 0.91% | Q1 2017 | Q2 2020 | 4 |
Peachtree Investment Advisors, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q2 2015 | 4 |
Claraphi Advisory Network, LLC | 2 | 1 | 0.00% | 0.11% | 0.28% | Q4 2018 | Q1 2020 | 4 |
Cresset Asset Management, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2022 | 4 |
Johnson Financial Group, LLC | 4 | 4 | 0.19% | 0.43% | 1.05% | Q1 2017 | Q4 2017 | 4 |
Lake Hills Wealth Management, LLC | 4 | 4 | 0.36% | 1.41% | 4.10% | Q4 2022 | Q3 2023 | 4 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 4 |
Johnson Financial Group, Inc. | 2 | 2 | 0.00% | 4.54% | 9.64% | Q2 2016 | Q3 2023 | 4 |
Ballentine Partners, LLC | 4 | 4 | 0.02% | 0.03% | 0.06% | Q3 2020 | Q2 2021 | 4 |
Perennial Investment Advisors, LLC | 4 | 4 | 0.04% | 0.06% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Crewe Advisors LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q3 2022 | Q3 2023 | 4 |
SPROTT INC. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q2 2021 | 4 |
First Command Advisory Services, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2023 | 4 |
Clearview Wealth Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 4 |
ACAS, LLC | 4 | 4 | 0.35% | 0.48% | 0.57% | Q4 2022 | Q3 2023 | 4 |
Bank of New Hampshire | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Choate Investment Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
Greenspring Advisors, LLC | 4 | 4 | 0.06% | 0.11% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Ken Stern & Associates, Inc. | 2 | 1 | 0.14% | 0.17% | 0.22% | Q4 2015 | Q3 2016 | 3 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q1 2023 | 3 |
KAYS FINANCIAL ADVISORY CORP /ADV | 2 | 1 | 0.04% | 0.13% | 0.26% | Q2 2019 | Q3 2020 | 3 |
Neuberger Berman Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2022 | 3 |
Thomas J. Herzfeld Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 3 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 2 | 1 | 0.01% | 0.13% | 0.22% | Q1 2020 | Q4 2022 | 3 |
NatWest Group plc | 3 | 3 | 0.07% | 0.10% | 0.12% | Q2 2016 | Q4 2016 | 3 |
WEDBUSH SECURITIES INC | 3 | 3 | 0.08% | 0.12% | 0.16% | Q2 2020 | Q4 2020 | 3 |
Inspire Investing, LLC | 3 | 3 | 0.02% | 0.06% | 0.10% | Q4 2021 | Q2 2022 | 3 |
KCS Wealth Advisory | 3 | 3 | 0.45% | 0.50% | 0.57% | Q4 2017 | Q2 2018 | 3 |
Private Advisory Group LLC | 2 | 1 | 0.32% | 0.38% | 0.44% | Q2 2020 | Q2 2023 | 3 |
Principle Wealth Partners LLC | 3 | 3 | 0.73% | 1.70% | 2.27% | Q1 2023 | Q3 2023 | 3 |
Tuttle Capital Management, LLC | 2 | 1 | 0.29% | 6.20% | 14.44% | Q3 2020 | Q2 2021 | 3 |
Oakworth Capital, Inc. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q2 2020 | 3 |
BRIGHTON JONES LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
HORIZON BANCORP INC /IN/ | 3 | 3 | 0.07% | 0.09% | 0.11% | Q4 2019 | Q2 2020 | 3 |
Newbridge Financial Services Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2022 | 3 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.45% | 0.55% | 0.64% | Q1 2023 | Q3 2023 | 3 |
Clean Yield Group | 3 | 3 | 0.09% | 0.09% | 0.09% | Q2 2016 | Q4 2016 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 3 |
Cedar Brook Financial Partners, LLC | 3 | 3 | 0.92% | 1.00% | 1.14% | Q4 2018 | Q2 2019 | 3 |
VisionPoint Advisory Group, LLC | 3 | 3 | 0.06% | 0.18% | 0.31% | Q1 2023 | Q3 2023 | 3 |
Manifold Partners, LLC | 1 | 1 | 0.09% | 1.12% | 3.09% | Q2 2013 | Q3 2016 | 3 |
SONATA CAPITAL GROUP INC | 3 | 3 | 0.12% | 0.13% | 0.15% | Q1 2020 | Q3 2020 | 3 |
Hall Kathryn A. | 3 | 3 | 0.43% | 0.58% | 0.69% | Q4 2014 | Q2 2015 | 3 |
Manchester Capital Management LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 3 |
TUCKER ASSET MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 3 |
CITIZENS FINANCIAL GROUP INC/RI | 3 | 3 | 0.01% | 0.34% | 0.54% | Q1 2023 | Q3 2023 | 3 |
Semmax Financial Advisors Inc. | 3 | 3 | 0.00% | 0.15% | 0.34% | Q4 2018 | Q2 2019 | 3 |
Sepio Capital, LP | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q2 2019 | 3 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 3 | 3 | 0.05% | 0.07% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Your Advocates Ltd., LLP | 3 | 3 | 0.05% | 0.06% | 0.07% | Q1 2020 | Q3 2020 | 3 |
Avion Wealth | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q4 2022 | 3 |
Founders Capital Management | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2022 | 3 |
Tradewinds Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q1 2016 | 3 |
Flagship Private Wealth, LLC | 3 | 3 | 0.01% | 0.02% | 0.06% | Q4 2020 | Q2 2021 | 3 |
JONES FINANCIAL COMPANIES LLLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 3 |
Birchcreek Wealth Management, LLC | 2 | 1 | 0.07% | 0.13% | 0.19% | Q4 2020 | Q2 2023 | 3 |
ALBION FINANCIAL GROUP /UT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Compass Efficient Model Portfolios, LLC | 3 | 3 | 1.49% | 5.16% | 12.19% | Q2 2013 | Q4 2013 | 3 |
DDFG, Inc | 3 | 3 | 6.18% | 7.10% | 8.64% | Q1 2023 | Q3 2023 | 3 |
JARISLOWSKY, FRASER Ltd | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
Apriem Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2018 | 3 |
Pathway Financial Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
FIRST HORIZON CORP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2021 | 3 |
Noble Family Wealth, LLC | 3 | 3 | 0.29% | 0.33% | 0.36% | Q1 2023 | Q3 2023 | 3 |
Advisor Resource Council | 2 | 1 | 0.02% | 0.10% | 0.17% | Q4 2021 | Q4 2022 | 3 |
Clarus Wealth Advisors | 3 | 3 | 0.40% | 0.70% | 1.22% | Q1 2020 | Q3 2020 | 3 |
Annandale Capital, LLC | 3 | 3 | 0.23% | 0.24% | 0.26% | Q1 2022 | Q3 2022 | 3 |
AlphaMark Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
USA FINANCIAL FORMULAS | 2 | 1 | 0.08% | 4.57% | 8.63% | Q2 2015 | Q1 2016 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 1.24% | 1.90% | 2.26% | Q4 2017 | Q4 2018 | 3 |
Guidant Wealth Advisors | 3 | 3 | 0.14% | 0.15% | 0.15% | Q1 2019 | Q3 2019 | 3 |
IMC-Chicago, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q4 2022 | 3 |
SouthState Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Trivant Custom Portfolio Group, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q4 2022 | 3 |
Partnervest Advisory Services LLC | 3 | 3 | 0.12% | 0.16% | 0.19% | Q2 2019 | Q4 2019 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2022 | 3 |
AGILIS PARTNERS LLC | 3 | 3 | 1.63% | 1.80% | 2.00% | Q4 2014 | Q2 2015 | 3 |
CUMBERLAND ADVISORS INC | 3 | 3 | 0.10% | 0.51% | 0.78% | Q4 2022 | Q2 2023 | 3 |
WestHill Financial Advisors, Inc. | 3 | 3 | 0.08% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Pensionmark Financial Group, LLC | 3 | 3 | 0.32% | 0.58% | 1.11% | Q1 2020 | Q3 2020 | 3 |
BRINKER CAPITAL INC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q3 2016 | 3 |
V Wealth Advisors LLC | 2 | 1 | 0.05% | 0.26% | 0.68% | Q1 2016 | Q2 2023 | 3 |
FAS Wealth Partners, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 2.74% | 3.09% | 3.47% | Q4 2014 | Q2 2015 | 3 |
Jump Financial, LLC | 2 | 1 | 0.04% | 0.22% | 0.32% | Q3 2021 | Q3 2022 | 3 |
Land & Buildings Investment Management | 3 | 3 | 0.80% | 0.83% | 0.88% | Q3 2022 | Q1 2023 | 3 |
CALDWELL SUTTER CAPITAL, INC. | 3 | 3 | 0.04% | 0.08% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Wayfinding Financial, LLC | 3 | 3 | 0.18% | 0.20% | 0.22% | Q1 2023 | Q3 2023 | 3 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 2 | 1 | 0.57% | 0.85% | 1.04% | Q2 2019 | Q2 2023 | 3 |
Permanens Capital L.P. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2021 | 3 |
Great Lakes Retirement, Inc. | 3 | 3 | 0.33% | 0.37% | 0.42% | Q1 2023 | Q3 2023 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 3 |
SPRING CREEK CAPITAL LLC | 3 | 3 | 0.04% | 0.15% | 0.30% | Q2 2018 | Q4 2018 | 3 |
CHOREO, LLC | 3 | 3 | 0.03% | 0.10% | 0.23% | Q1 2023 | Q3 2023 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
PETRA FINANCIAL ADVISORS INC | 2 | 1 | 0.30% | 0.35% | 0.40% | Q4 2022 | Q3 2023 | 3 |
QS Investors, LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q1 2016 | Q1 2021 | 3 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 3 | 3 | 0.01% | 0.05% | 0.09% | Q1 2023 | Q3 2023 | 3 |
TFB Advisors LLC | 3 | 3 | 1.12% | 1.82% | 2.18% | Q4 2022 | Q2 2023 | 3 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 3 | 3 | 2.31% | 3.37% | 5.38% | Q1 2023 | Q3 2023 | 3 |
Joseph P. Lucia & Associates, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Prentice Wealth Management LLC | 3 | 3 | 0.13% | 2.03% | 5.78% | Q3 2022 | Q1 2023 | 3 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.04% | 0.18% | 0.26% | Q4 2015 | Q2 2017 | 3 |
Columbus Macro, LLC | 2 | 1 | 0.35% | 0.43% | 0.53% | Q4 2022 | Q3 2023 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.02% | 0.28% | 0.81% | Q4 2022 | Q3 2023 | 3 |
Venture Visionary Partners LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2022 | 3 |
Treynor Bancshares, Inc. | 3 | 3 | 1.77% | 1.96% | 2.07% | Q4 2021 | Q2 2022 | 3 |
SkyView Investment Advisors, LLC | 3 | 3 | 1.73% | 2.20% | 2.84% | Q3 2021 | Q1 2022 | 3 |
Wealth & Pension Services Group, Inc. | 3 | 3 | 1.60% | 1.61% | 1.61% | Q1 2019 | Q3 2019 | 3 |
Legacy Capital Group California, Inc. | 3 | 3 | 0.12% | 0.13% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Anfield Capital Management, LLC | 2 | 1 | 0.03% | 0.08% | 0.13% | Q4 2019 | Q1 2021 | 3 |
Total Clarity Wealth Management, Inc. | 3 | 3 | 0.51% | 0.62% | 0.72% | Q2 2020 | Q4 2020 | 3 |
Fulcrum Equity Management | 2 | 1 | 0.01% | 0.10% | 0.16% | Q3 2019 | Q2 2020 | 3 |
Lauer Wealth, LLC | 3 | 3 | 5.15% | 6.19% | 8.09% | Q1 2023 | Q3 2023 | 3 |
Noven Financial Group, Inc. | 1 | 1 | 11.26% | 16.35% | 19.01% | Q3 2015 | Q1 2020 | 3 |
SECURITY NATIONAL TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Leucadia National | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 3 |
HHM Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Eudaimonia Partners, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q1 2021 | 3 |
Mayfair Advisory Group, LLC | 3 | 3 | 0.38% | 0.40% | 0.42% | Q2 2022 | Q4 2022 | 3 |
Corient Private Wealth LLC | 3 | 3 | 0.01% | 0.02% | 0.06% | Q1 2023 | Q3 2023 | 3 |
DeGreen Capital Management LLC | 3 | 3 | 2.95% | 5.09% | 6.28% | Q1 2021 | Q3 2021 | 3 |
Vision Capital Management, Inc. | 3 | 3 | 0.36% | 0.38% | 0.39% | Q3 2021 | Q1 2022 | 3 |
PRIVATE CAPITAL MANAGEMENT LLC | 3 | 3 | 0.09% | 0.11% | 0.13% | Q1 2023 | Q3 2023 | 3 |
IEQ CAPITAL, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Ledyard National Bank | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
PAX Financial Group, LLC | 3 | 3 | 0.05% | 0.11% | 0.19% | Q4 2021 | Q2 2022 | 3 |
Stephens Consulting, LLC | 3 | 3 | 0.05% | 0.06% | 0.08% | Q2 2022 | Q4 2022 | 3 |
Insight Wealth Strategies, LLC | 3 | 3 | 0.06% | 0.10% | 0.17% | Q2 2020 | Q4 2020 | 3 |
Pacific Wealth Management | 3 | 3 | 2.61% | 2.64% | 2.69% | Q1 2023 | Q3 2023 | 3 |
RE Dickinson Investment Advisors, LLC | 3 | 3 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q2 2022 | 3 |
Icon Wealth Partners, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
CPWM, LLC | 3 | 3 | 0.14% | 0.16% | 0.19% | Q4 2011 | Q2 2012 | 3 |
McAdam, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Family Management Corp | 1 | 1 | 0.00% | 1.42% | 4.23% | Q3 2019 | Q3 2023 | 3 |
Meridian Wealth Management, LLC | 3 | 3 | 0.07% | 0.10% | 0.13% | Q4 2018 | Q2 2019 | 3 |
AdvisorShares Investments LLC | 2 | 1 | 0.05% | 0.12% | 0.17% | Q4 2020 | Q3 2021 | 3 |
Opus Capital Group, LLC | 2 | 1 | 0.04% | 0.06% | 0.10% | Q3 2015 | Q4 2022 | 3 |
ASHFORD CAPITAL MANAGEMENT INC | 3 | 3 | 0.08% | 0.34% | 0.60% | Q2 2018 | Q4 2018 | 3 |
Vanguard Personalized Indexing Management, LLC | 1 | 1 | 0.02% | 0.06% | 0.11% | Q3 2020 | Q1 2022 | 3 |
Certus Wealth Management, LLC | 2 | 2 | 0.21% | 0.39% | 0.57% | Q2 2023 | Q3 2023 | 2 |
SAXON INTERESTS, INC. | 2 | 2 | 0.60% | 0.66% | 0.72% | Q1 2023 | Q2 2023 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.38% | 0.42% | 0.45% | Q2 2013 | Q3 2013 | 2 |
DAYMARK WEALTH PARTNERS, LLC | 2 | 2 | 0.03% | 0.04% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Pioneer Wealth Management Group | 2 | 2 | 0.24% | 0.25% | 0.26% | Q2 2023 | Q3 2023 | 2 |
Cribstone Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
IAMS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.18% | 0.31% | 0.45% | Q2 2023 | Q3 2023 | 2 |
Asset Planning Services, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 2 |
CI Global Investments Inc. | 2 | 2 | 0.01% | 0.11% | 0.21% | Q3 2017 | Q4 2017 | 2 |
Fortune Financial Advisors, LLC | 2 | 2 | 2.00% | 2.01% | 2.01% | Q2 2023 | Q3 2023 | 2 |
Bay Harbor Wealth Management, LLC | 2 | 2 | 0.21% | 0.22% | 0.24% | Q2 2020 | Q3 2020 | 2 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.04% | 0.12% | 0.20% | Q3 2017 | Q3 2018 | 2 |
PRELUDE CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
Latitude Advisors, LLC | 2 | 2 | 0.18% | 0.18% | 0.19% | Q3 2022 | Q4 2022 | 2 |
Cleary Gull Holdings Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
American Planning Services, Inc. | 2 | 2 | 0.21% | 0.24% | 0.26% | Q3 2022 | Q4 2022 | 2 |
All Season Financial Advisors, Inc. | 2 | 2 | 5.66% | 6.25% | 6.84% | Q1 2023 | Q2 2023 | 2 |
NewDay Solutions, LLC | 2 | 2 | 0.18% | 0.28% | 0.37% | Q2 2019 | Q3 2019 | 2 |
Security National Bank | 2 | 2 | 0.12% | 0.14% | 0.16% | Q1 2020 | Q2 2020 | 2 |
IFS Advisors, LLC | 2 | 2 | 0.30% | 0.33% | 0.37% | Q4 2020 | Q1 2021 | 2 |
Legacy Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Cyndeo Wealth Partners, LLC | 2 | 2 | 0.04% | 0.56% | 1.07% | Q4 2022 | Q1 2023 | 2 |
Bank Pictet & Cie (Europe) AG | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Mechanics Bank Trust Department | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2018 | Q3 2018 | 2 |
TRUSTCO BANK CORP N Y | 2 | 2 | 0.26% | 0.27% | 0.28% | Q2 2023 | Q3 2023 | 2 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 2 | 2 | 0.08% | 6.81% | 13.54% | Q1 2020 | Q2 2020 | 2 |
Pettinga Financial Advisors LLC | 2 | 2 | 0.16% | 0.20% | 0.24% | Q4 2018 | Q1 2019 | 2 |
RATIONAL ADVISORS LLC | 2 | 2 | 0.12% | 0.39% | 0.66% | Q3 2020 | Q4 2020 | 2 |
ENTERPRISE FINANCIAL SERVICES CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2017 | 2 |
ETF Store, Inc. | 2 | 2 | 2.79% | 2.81% | 2.82% | Q2 2023 | Q3 2023 | 2 |
Imprint Wealth LLC | 2 | 2 | 0.17% | 0.18% | 0.18% | Q1 2023 | Q2 2023 | 2 |
Halpern Financial, Inc. | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q1 2020 | 2 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
FIRST CITIZENS BANK & TRUST CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Arrow Investment Advisors, LLC | 1 | 1 | 4.88% | 4.91% | 4.94% | Q3 2015 | Q1 2016 | 2 |
Financial Services Advisory Inc | 2 | 2 | 0.46% | 0.57% | 0.68% | Q1 2023 | Q2 2023 | 2 |
Paragon Wealth Strategies, LLC | 1 | 1 | 2.93% | 2.99% | 3.05% | Q4 2016 | Q1 2020 | 2 |
ASSOCIATED BANC-CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2022 | 2 |
Blue Trust, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
RWA WEALTH PARTNERS, LLC | 1 | 1 | 0.02% | 0.08% | 0.15% | Q1 2020 | Q3 2023 | 2 |
Aevitas Wealth Management, Inc. | 2 | 2 | 1.11% | 1.41% | 1.71% | Q3 2022 | Q4 2022 | 2 |
PIN OAK INVESTMENT ADVISORS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
Waterloo Capital, L.P. | 2 | 2 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q2 2023 | 2 |
Providence Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2019 | 2 |
IBERIABANK CORP | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2017 | Q4 2017 | 2 |
Winslow, Evans & Crocker, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2017 | 2 |
Strid Group, LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q1 2022 | Q2 2022 | 2 |
ING GROEP NV | 2 | 2 | 0.07% | 0.10% | 0.13% | Q2 2023 | Q3 2023 | 2 |
Tevis Investment Management | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
TOTAL INVESTMENT MANAGEMENT INC | 1 | 1 | 0.12% | 0.22% | 0.32% | Q2 2020 | Q2 2021 | 2 |
PhaseCapital LP | 2 | 2 | 0.10% | 0.19% | 0.29% | Q1 2015 | Q2 2015 | 2 |
AlphaCentric Advisors LLC | 2 | 2 | 0.38% | 0.41% | 0.44% | Q1 2023 | Q2 2023 | 2 |
Meixler Investment Management, Ltd. | 2 | 2 | 0.20% | 0.23% | 0.26% | Q4 2021 | Q1 2022 | 2 |
Natixis Investment Managers International | 2 | 2 | 0.25% | 0.26% | 0.27% | Q2 2015 | Q3 2015 | 2 |
LWM Advisory Services, LLC | 2 | 2 | 0.36% | 0.37% | 0.38% | Q1 2022 | Q2 2022 | 2 |
Pinnacle Summer Investments, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
Aspire Private Capital, LLC | 2 | 2 | 0.47% | 0.49% | 0.51% | Q2 2020 | Q3 2020 | 2 |
Spruce Investment Advisors LLC | 2 | 2 | 1.12% | 9.70% | 18.29% | Q2 2013 | Q3 2013 | 2 |
R. W. Roge & Company, Inc. | 2 | 2 | 0.62% | 0.73% | 0.84% | Q4 2022 | Q1 2023 | 2 |
ALPS ADVISORS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
Trail Ridge Investment Advisors, LLC | 2 | 2 | 0.24% | 0.31% | 0.38% | Q2 2022 | Q3 2022 | 2 |
Avior Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Secrest Blakey & Associates, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2019 | 2 |
KINGS POINT CAPITAL MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2021 | 2 |
Sutton Wealth Advisors Inc. | 2 | 2 | 0.01% | 0.04% | 0.07% | Q2 2023 | Q3 2023 | 2 |
KING LUTHER CAPITAL MANAGEMENT CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Lee Capital Holdings LLC | 2 | 2 | 0.32% | 0.34% | 0.36% | Q4 2019 | Q1 2020 | 2 |
Gallacher Capital Management LLC | 2 | 2 | 0.12% | 0.13% | 0.13% | Q4 2022 | Q1 2023 | 2 |
Sargent Bickham Lagudis LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2022 | 2 |
ACCESS FINANCIAL SERVICES, INC. | 2 | 2 | 3.39% | 5.37% | 7.36% | Q2 2021 | Q3 2021 | 2 |
Argent Advisors, Inc. | 2 | 2 | 0.25% | 0.25% | 0.25% | Q2 2023 | Q3 2023 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Q3 Asset Management | 1 | 1 | 1.78% | 7.38% | 12.97% | Q4 2018 | Q1 2020 | 2 |
L.M. KOHN & COMPANY | 2 | 2 | 0.15% | 0.17% | 0.19% | Q4 2022 | Q1 2023 | 2 |
Worth Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Acorn Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
Tidal Investments LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q3 2022 | 2 |
Cassady Schiller Wealth Management, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q2 2023 | 2 |
Avestar Capital, LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q2 2019 | 2 |
HOWE & RUSLING INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.05% | 0.11% | Q1 2019 | Q2 2020 | 2 |
Idaho Trust Bank | 2 | 2 | 0.50% | 0.59% | 0.69% | Q2 2023 | Q3 2023 | 2 |
Centiva Capital, LP | 1 | 1 | 0.12% | 0.38% | 0.64% | Q3 2022 | Q3 2023 | 2 |
Strategic Point Investment Advisors, LLC | 2 | 2 | 5.35% | 5.47% | 5.60% | Q2 2023 | Q3 2023 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q4 2014 | Q1 2015 | 2 |
TCI Wealth Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Leelyn Smith, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q4 2021 | 2 |
J.P. Turner & Co Capital Mnagement, LLC | 1 | 1 | 0.22% | 0.22% | 0.23% | Q4 2014 | Q3 2015 | 2 |
DIVIDEND ASSETS CAPITAL, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2015 | 2 |
Castle Rock Wealth Management, LLC | 2 | 2 | 0.79% | 0.93% | 1.06% | Q1 2020 | Q2 2020 | 2 |
SHINE INVESTMENT ADVISORY SERVICES INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
Newport Capital Group, LLC | 2 | 2 | 0.47% | 0.55% | 0.64% | Q2 2023 | Q3 2023 | 2 |
M&R CAPITAL MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.69% | 1.38% | Q2 2023 | Q3 2023 | 2 |
Claro Advisors LLC | 1 | 1 | 0.01% | 0.08% | 0.16% | Q4 2018 | Q3 2023 | 2 |
TTP Investments, Inc. | 2 | 2 | 0.39% | 0.44% | 0.50% | Q3 2019 | Q4 2019 | 2 |
Vanguard Capital Wealth Advisors | 2 | 2 | 0.23% | 0.23% | 0.24% | Q3 2021 | Q4 2021 | 2 |
BOSTON FINANCIAL MANGEMENT LLC | 2 | 2 | 0.07% | 0.09% | 0.11% | Q2 2022 | Q3 2022 | 2 |
Penserra Capital Management LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q3 2018 | Q1 2020 | 2 |
Centerpoint Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Randolph Co Inc | 2 | 2 | 3.56% | 5.62% | 7.68% | Q4 2018 | Q1 2019 | 2 |
First Allied Asset Management, Inc. | 1 | 1 | 0.05% | 0.07% | 0.08% | Q3 2013 | Q4 2014 | 2 |
TRUE Private Wealth Advisors | 2 | 2 | 0.11% | 0.12% | 0.13% | Q2 2018 | Q3 2018 | 2 |
KMS FINANCIAL SERVICES, INC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2013 | Q3 2013 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2021 | 2 |
Aureus Asset Management, LLC | 2 | 2 | 0.11% | 0.12% | 0.12% | Q1 2015 | Q2 2015 | 2 |
Accel Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Cornerstone Wealth Group, LLC | 2 | 2 | 0.87% | 0.87% | 0.87% | Q2 2023 | Q3 2023 | 2 |
GTS SECURITIES LLC | 2 | 2 | 0.02% | 0.15% | 0.28% | Q2 2023 | Q3 2023 | 2 |
Stegent Equity Advisors, Inc. | 2 | 2 | 0.30% | 0.30% | 0.30% | Q4 2021 | Q1 2022 | 2 |
Pallas Capital Advisors LLC | 2 | 2 | 0.44% | 0.54% | 0.63% | Q1 2023 | Q2 2023 | 2 |
BBVA USA | 2 | 2 | 0.13% | 0.13% | 0.13% | Q2 2021 | Q3 2021 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 2 |
Laurel Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Paragon Capital Management Ltd | 2 | 2 | 0.23% | 0.89% | 1.56% | Q2 2023 | Q3 2023 | 2 |
Counsel Portfolio Services Inc. | 2 | 2 | 0.06% | 0.14% | 0.21% | Q1 2016 | Q2 2016 | 2 |
LMCG INVESTMENTS, LLC | 2 | 2 | 0.12% | 0.14% | 0.15% | Q1 2022 | Q2 2022 | 2 |
ONE PLUS ONE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.18% | 0.74% | 1.30% | Q1 2021 | Q1 2022 | 2 |
Tranquilli Financial Advisor LLC | 2 | 2 | 0.57% | 0.60% | 0.62% | Q1 2023 | Q2 2023 | 2 |
D'Orazio & Associates, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
QCI ASSET MANAGEMENT INC/NY | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2020 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q4 2022 | 2 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 2 |
Family Asset Management, LLC | 2 | 2 | 0.03% | 0.28% | 0.54% | Q2 2023 | Q3 2023 | 2 |
Marks Wealth, LLC | 1 | 1 | 7.44% | 14.48% | 21.53% | Q4 2020 | Q2 2022 | 2 |
Zions Bancorporation, N.A. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
FinTrust Investment Advisory Services, LLC | 2 | 2 | 0.67% | 0.68% | 0.69% | Q2 2013 | Q3 2013 | 2 |
ORG Partners LLC | 2 | 2 | 0.01% | 0.04% | 0.08% | Q2 2023 | Q3 2023 | 2 |
TPG Financial Advisors, LLC | 2 | 2 | 1.68% | 1.86% | 2.04% | Q2 2023 | Q3 2023 | 2 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 2 |
WEST CHESTER CAPITAL ADVISORS, INC | 2 | 2 | 0.79% | 1.19% | 1.59% | Q2 2023 | Q3 2023 | 2 |
Dorsey Wright & Associates | 1 | 1 | 3.34% | 3.89% | 4.44% | Q3 2015 | Q1 2016 | 2 |
Catamount Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Fiduciary Alliance LLC | 2 | 2 | 0.08% | 0.11% | 0.14% | Q2 2023 | Q3 2023 | 2 |
COWEN AND COMPANY, LLC | 2 | 2 | 0.06% | 0.16% | 0.26% | Q2 2023 | Q3 2023 | 2 |
Moloney Securities Asset Management, LLC | 2 | 2 | 0.34% | 0.36% | 0.39% | Q1 2019 | Q2 2019 | 2 |
Oxler Private Wealth LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 2 |
GoalVest Advisory LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 2 |
TBH Global Asset Management, LLC | 2 | 2 | 0.17% | 0.35% | 0.53% | Q2 2023 | Q3 2023 | 2 |
Epstein & White Financial LLC | 2 | 2 | 0.13% | 0.24% | 0.35% | Q4 2017 | Q1 2018 | 2 |
Bluefin Trading, LLC | 1 | 1 | 0.29% | 0.47% | 0.65% | Q2 2013 | Q4 2013 | 2 |
Facet Wealth, Inc. | 2 | 2 | 2.10% | 2.14% | 2.19% | Q2 2023 | Q3 2023 | 2 |
TITLEIST ASSET MANAGEMENT, LLC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Jenkins Wealth | 1 | 1 | 1.87% | 1.95% | 2.04% | Q4 2021 | Q4 2022 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q1 2023 | Q2 2023 | 2 |
Kensington Asset Management, LLC | 2 | 2 | 7.85% | 17.59% | 27.32% | Q4 2021 | Q1 2022 | 2 |
Redwood Investment Management, LLC | 1 | 1 | 16.74% | 25.68% | 34.63% | Q1 2018 | Q4 2018 | 2 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 2 |
Merit Financial Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Biltmore Wealth Management, LLC | 2 | 2 | 1.29% | 1.34% | 1.40% | Q2 2017 | Q3 2017 | 2 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2021 | 2 |
HC FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Atlas Private Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Semus Wealth Partners LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2023 | Q2 2023 | 1 |
Rafferty Asset Management, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2013 | Q2 2013 | 1 |
FIRST FINANCIAL CORP /IN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
TECTONIC ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
WHITENER CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Signature Wealth Management Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Verition Fund Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Well Done, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Anchor Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Integrated Investment Consultants, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
PIERSHALE FINANCIAL GROUP, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Milestone Investment Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
BANK OF HAWAII | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
DFPG INVESTMENTS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
RETIREMENT CAPITAL STRATEGIES | 1 | 1 | 5.04% | 5.04% | 5.04% | Q2 2023 | Q2 2023 | 1 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FRONTIER INVESTMENT MGMT CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q1 2023 | 1 |
Resurgent Financial Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Kozak & Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Empowered Funds, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2020 | Q2 2020 | 1 |
AXA S.A. | 1 | 1 | 3.09% | 3.09% | 3.09% | Q3 2015 | Q3 2015 | 1 |
LifePro Asset Management | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q2 2023 | 1 |
HARTLINE INVESTMENT CORP/ | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2022 | Q3 2022 | 1 |
ALLEGHANY CORP /DE | 1 | 1 | 15.10% | 15.10% | 15.10% | Q3 2017 | Q3 2017 | 1 |
Veritable, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
3D ASSET MANAGEMENT, INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2020 | Q2 2020 | 1 |
Pinnacle Bancorp, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Grey Fox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
CETERA INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q4 2015 | Q4 2015 | 1 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Investment Research & Advisory Group, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2021 | Q2 2021 | 1 |
Genesee Capital Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Midwest Wealth Management Inc. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2020 | Q4 2020 | 1 |
ZEKE CAPITAL ADVISORS, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2019 | Q2 2019 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
VAN ECK ASSOCIATES CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Elite Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2013 | Q1 2013 | 1 |
Williams Financial, LLC | 1 | 1 | 8.05% | 8.05% | 8.05% | Q2 2022 | Q2 2022 | 1 |
Glassman Wealth Services | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
EisnerAmper Wealth Management Corporate Benefits, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2022 | Q2 2022 | 1 |
COHEN & STEERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Zhang Financial LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
First Heartland Consultants, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
DAVIS R M INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
KWMG, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Norway Savings Bank | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
KRAEMATON INVESTMENT ADVISORS, INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Pegasus Partners Ltd. | 1 | 1 | 1.24% | 1.24% | 1.24% | Q3 2023 | Q3 2023 | 1 |
CAMDEN NATIONAL CORP | 1 | 1 | 0.55% | 0.55% | 0.55% | Q1 2021 | Q1 2021 | 1 |
COUNTRY TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
WAYCROSS PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Vigilare Wealth Management | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2019 | Q4 2019 | 1 |
EFG CAPITAL INTERNATIONAL CORP. | 1 | 1 | 0.51% | 0.51% | 0.51% | Q2 2023 | Q2 2023 | 1 |
Berman Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Holloway Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Moss Adams Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
EHP Funds Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q1 2023 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Round Table Services, LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q3 2015 | Q3 2015 | 1 |
BELLEVUE ASSET MANAGEMENT, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2020 | Q1 2020 | 1 |
EP Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Golden State Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
FIRST HAWAIIAN BANK | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Windhaven Investment Management, Inc. | 1 | 1 | 2.68% | 2.68% | 2.68% | Q1 2016 | Q1 2016 | 1 |
TimeScale Financial, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Buckingham Capital Management, Inc. | 1 | 1 | 2.69% | 2.69% | 2.69% | Q3 2023 | Q3 2023 | 1 |
BTS Asset Management, Inc. | 1 | 1 | 54.26% | 54.26% | 54.26% | Q1 2023 | Q1 2023 | 1 |
WealthTrust-Arizona, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2016 | Q1 2016 | 1 |
BlackRock Fund Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
SMITH CHAS P & ASSOCIATES PA CPAS | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
TD Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Camelot Portfolios, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2015 | Q3 2015 | 1 |
Aspen Grove Capital, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
Summit Financial, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
CUTLER INVESTMENT COUNSEL LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2016 | Q1 2016 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.89% | 0.89% | 0.89% | Q2 2021 | Q2 2021 | 1 |
Harfst & Associates, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2016 | Q3 2016 | 1 |
Cascadia Advisory Services, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2020 | Q2 2020 | 1 |
Laird Norton Wetherby Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
MATRIX PRIVATE CAPITAL GROUP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Lehman Financial Resources, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
ROOSEVELT INVESTMENT GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
PEAK FINANCIAL ADVISORS LLC | 1 | 1 | 3.14% | 3.14% | 3.14% | Q1 2022 | Q1 2022 | 1 |
Global Trust Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
CCG WEALTH MANAGEMENT, LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q3 2021 | Q3 2021 | 1 |
Capstone Financial Advisors, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2018 | Q1 2018 | 1 |
First Personal Financial Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Emerald Advisors, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2019 | Q4 2019 | 1 |
Horan Capital Advisors, LLC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Grove Bank & Trust | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
Three Bridge Wealth Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2022 | Q2 2022 | 1 |
HoyleCohen, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
New Republic Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV | 1 | 1 | 2.79% | 2.79% | 2.79% | Q1 2021 | Q1 2021 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q4 2012 | 1 |
Accuvest Global Advisors | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2013 | Q2 2013 | 1 |
Astoria Portfolio Advisors LLC. | 1 | 1 | 2.56% | 2.56% | 2.56% | Q3 2022 | Q3 2022 | 1 |
Frontier Asset Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
ZACKS INVESTMENT MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
BECKER CAPITAL MANAGEMENT INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Susquehanna International Group Ltd. | 1 | 1 | 0.96% | 0.96% | 0.96% | Q3 2023 | Q3 2023 | 1 |
Pictet North America Advisors SA | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2022 | Q3 2022 | 1 |
Burns Matteson Capital Management, LLC | 1 | 1 | 0.79% | 0.79% | 0.79% | Q1 2021 | Q1 2021 | 1 |
BSW Wealth Partners | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2022 | Q4 2022 | 1 |
CABANA LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2022 | Q1 2022 | 1 |
HighTower Trust Company, N.A. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2022 | Q2 2022 | 1 |
GSB Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Ten Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Americana Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
GHP Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Trexquant Investment LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Efficient Market Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
QUADRANT CAPITAL GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Nemes Rush Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Penobscot Investment Management Company, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
FOUNDERS BANK & TRUST | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WNY Asset Management, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2020 | Q4 2020 | 1 |
ADIRONDACK TRUST CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Balentine LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Buffington Mohr McNeal | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Next Level Private LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2022 | Q2 2022 | 1 |
Hutchens & Kramer Investment Management Group, LLC | 1 | 1 | 1.33% | 1.33% | 1.33% | Q1 2023 | Q1 2023 | 1 |
HighMark Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
JANICZEK WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Austin Wealth Management, LLC | 1 | 1 | 2.77% | 2.77% | 2.77% | Q3 2023 | Q3 2023 | 1 |
Heritage Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Jacobsen Capital Management | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2019 | Q3 2019 | 1 |
JGP Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
Savant Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
FIRST UNITED BANK & TRUST | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2020 | Q2 2020 | 1 |
Operose Advisors LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Walleye Trading LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
BBR PARTNERS, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
Wambolt & Associates, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2018 | Q4 2018 | 1 |
NorthRock Partners, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Watermark Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
PRUDENTIAL PLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Pine Valley Investments Ltd Liability Co | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
MARSHALL WACE, LLP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2019 | Q3 2019 | 1 |
Permit Capital Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Wealth Enhancement & Preservation of GA, LLC | 1 | 1 | 0.94% | 0.94% | 0.94% | Q2 2022 | Q2 2022 | 1 |
Live Your Vision, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Willingdon Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
COURIER CAPITAL LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2018 | Q2 2018 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
NICOLET BANKSHARES INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2019 | Q3 2019 | 1 |
Donald L. Hagan, LLC | 1 | 1 | 4.14% | 4.14% | 4.14% | Q4 2019 | Q4 2019 | 1 |
Destiny Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Verdad Advisers, LP | 1 | 1 | 20.25% | 20.25% | 20.25% | Q2 2022 | Q2 2022 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Royal Harbor Partners, LLC | 1 | 1 | 4.09% | 4.09% | 4.09% | Q4 2019 | Q4 2019 | 1 |
JUNCTURE WEALTH STRATEGIES, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2022 | Q2 2022 | 1 |
First Command Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
TRUEWEALTH LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Turim 21 Investimentos Ltda. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
ALERUS FINANCIAL NA | 1 | 1 | 1.62% | 1.62% | 1.62% | Q3 2019 | Q3 2019 | 1 |
Buck Wealth Strategies, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Coston, McIsaac & Partners | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Janney Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
CNB Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
INVESTMENT PARTNERS, LTD. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2015 | Q1 2015 | 1 |
Essex Savings Bank | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Verus Financial Partners, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
QUANTRES ASSET MANAGEMENT Ltd | 1 | 1 | 3.50% | 3.50% | 3.50% | Q4 2014 | Q4 2014 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 1.44% | 1.44% | 1.44% | Q2 2021 | Q2 2021 | 1 |
Legacy Trust | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
BAR HARBOR TRUST SERVICES | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Edge Wealth Management LLC | 1 | 1 | 0.71% | 0.71% | 0.71% | Q3 2023 | Q3 2023 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Covestor Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Veracity Capital LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
Resonant Capital Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
ZRC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Carnick & Kubik, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2015 | Q3 2015 | 1 |
CENTRAL BANK & TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Mid-American Wealth Advisory Group, Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2021 | Q4 2021 | 1 |
Team Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
VitalStone Financial, LLC | 1 | 1 | 0.76% | 0.76% | 0.76% | Q1 2023 | Q1 2023 | 1 |
Aldebaran Financial Inc. | 1 | 1 | 0.64% | 0.64% | 0.64% | Q4 2016 | Q4 2016 | 1 |
Arlington Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Kistler-Tiffany Companies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
DB Wealth Management Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Annex Advisory Services, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q3 2013 | Q3 2013 | 1 |
ARMSTRONG ADVISORY GROUP, INC | 1 | 1 | 2.57% | 2.57% | 2.57% | Q3 2023 | Q3 2023 | 1 |
Human Investing LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Olympiad Research LP | 1 | 1 | 2.71% | 2.71% | 2.71% | Q4 2019 | Q4 2019 | 1 |
MCF Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2016 | Q2 2016 | 1 |
AGF INVESTMENTS INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Strategic Capital Alternatives LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
6 Meridian | 1 | 1 | 1.03% | 1.03% | 1.03% | Q2 2021 | Q2 2021 | 1 |
Segment Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
Crescent Grove Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Fortis Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TORONTO DOMINION BANK | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q2 2013 | 1 |
Financial Consulate Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2021 | Q2 2021 | 1 |
Prostatis Group LLC | 1 | 1 | 0.96% | 0.96% | 0.96% | Q2 2020 | Q2 2020 | 1 |
IAG Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Core Wealth Partners LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2023 | Q2 2023 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2017 | Q1 2017 | 1 |
WealthOne, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
HANCOCK WHITNEY CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
SECURITY ASSET MANAGEMENT | 1 | 1 | 0.36% | 0.36% | 0.36% | Q1 2023 | Q1 2023 | 1 |
STRINGER ASSET MANAGEMENT, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2022 | Q3 2022 | 1 |
HB Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
WBH ADVISORY INC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2023 | Q3 2023 | 1 |
Connecticut Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Virtu Financial LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q3 2017 | 1 |
Pension Partners, LLC | 1 | 1 | 21.41% | 21.41% | 21.41% | Q3 2016 | Q3 2016 | 1 |
Davidson Capital Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Rezny Wealth Management, Inc. | 1 | 1 | 4.14% | 4.14% | 4.14% | Q3 2016 | Q3 2016 | 1 |
Missouri Trust & Investment Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.