Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 111 |
Citadel Advisors | 30 | 2 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 82 |
WOLVERINE TRADING, LLC | 12 | 6 | 0.00% | 0.01% | 0.10% | Q2 2016 | Q3 2023 | 77 |
JANE STREET GROUP, LLC | 30 | 2 | 0.00% | 0.01% | 0.09% | Q2 2014 | Q3 2023 | 65 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.04% | 0.23% | Q2 2013 | Q3 2023 | 64 |
HUNTINGTON NATIONAL BANK | 59 | 59 | 0.00% | 0.21% | 0.45% | Q1 2009 | Q3 2023 | 63 |
Cutler Group LLC / CA | 19 | 7 | 0.00% | 0.01% | 0.14% | Q4 2015 | Q3 2023 | 55 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.02% | 0.08% | Q1 2012 | Q3 2023 | 54 |
MUFG Americas Holdings Corp | 48 | 48 | 0.00% | 0.42% | 0.70% | Q4 2010 | Q3 2022 | 48 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.01% | 0.08% | Q1 2012 | Q3 2023 | 48 |
First Horizon Advisors, Inc. | 47 | 47 | 0.02% | 0.35% | 0.96% | Q1 2012 | Q3 2023 | 47 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 46 |
Creative Planning | 42 | 42 | 0.00% | 0.89% | 2.49% | Q2 2013 | Q3 2023 | 45 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.18% | 0.47% | 0.80% | Q4 2012 | Q3 2023 | 44 |
TCI Wealth Advisors, Inc. | 44 | 44 | 0.03% | 0.28% | 1.32% | Q4 2012 | Q3 2023 | 44 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.10% | 0.18% | Q2 2013 | Q3 2023 | 44 |
Rehmann Capital Advisory Group | 34 | 10 | 0.00% | 0.18% | 0.42% | Q1 2011 | Q2 2022 | 44 |
Veritable, L.P. | 43 | 43 | 0.02% | 0.12% | 0.35% | Q4 2012 | Q2 2023 | 43 |
Freedom Investment Management, Inc. | 43 | 43 | 0.05% | 0.21% | 0.66% | Q1 2013 | Q3 2023 | 43 |
Cetera Advisor Networks LLC | 43 | 43 | 0.11% | 0.29% | 0.55% | Q1 2013 | Q3 2023 | 43 |
NBT BANK N A /NY | 42 | 42 | 0.21% | 0.47% | 0.61% | Q2 2013 | Q3 2023 | 42 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 42 | 42 | 0.01% | 0.11% | 0.47% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.04% | 0.07% | 0.13% | Q2 2013 | Q3 2023 | 42 |
Smithfield Trust Co | 42 | 42 | 0.02% | 0.59% | 1.95% | Q2 2013 | Q3 2023 | 42 |
B. Riley Wealth Advisors, Inc. | 42 | 42 | 0.07% | 0.29% | 0.52% | Q2 2013 | Q3 2023 | 42 |
DUNCKER STREETT & CO INC | 42 | 42 | 0.35% | 0.82% | 1.16% | Q2 2013 | Q3 2023 | 42 |
Johnson Financial Group, Inc. | 42 | 42 | 0.01% | 0.16% | 0.91% | Q2 2013 | Q3 2023 | 42 |
HBK Sorce Advisory LLC | 42 | 42 | 0.01% | 0.32% | 1.00% | Q2 2013 | Q3 2023 | 42 |
CAPTRUST FINANCIAL ADVISORS | 42 | 42 | 0.04% | 0.47% | 1.56% | Q2 2013 | Q3 2023 | 42 |
Texas Yale Capital Corp. | 42 | 42 | 0.03% | 0.26% | 0.73% | Q2 2013 | Q3 2023 | 42 |
Cetera Advisors LLC | 42 | 42 | 0.13% | 0.36% | 0.80% | Q2 2013 | Q3 2023 | 42 |
FUKOKU MUTUAL LIFE INSURANCE Co | 42 | 42 | 1.56% | 5.90% | 10.56% | Q2 2013 | Q3 2023 | 42 |
Coastline Trust Co | 42 | 42 | 0.09% | 0.59% | 1.75% | Q2 2013 | Q3 2023 | 42 |
LBMC INVESTMENT ADVISORS, LLC | 42 | 42 | 0.07% | 0.19% | 0.34% | Q2 2013 | Q3 2023 | 42 |
FineMark National Bank & Trust | 42 | 42 | 0.01% | 0.12% | 0.38% | Q2 2013 | Q3 2023 | 42 |
QUEST INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.08% | 0.48% | 1.05% | Q2 2013 | Q3 2023 | 42 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 42 | 42 | 0.02% | 0.61% | 3.21% | Q2 2013 | Q3 2023 | 42 |
KCM INVESTMENT ADVISORS LLC | 42 | 42 | 0.04% | 0.43% | 1.10% | Q2 2013 | Q3 2023 | 42 |
STALEY CAPITAL ADVISERS INC | 42 | 42 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 42 |
WEBSTER BANK, N. A. | 42 | 42 | 0.00% | 0.13% | 1.07% | Q2 2013 | Q3 2023 | 42 |
SYNOVUS FINANCIAL CORP | 42 | 42 | 0.13% | 0.23% | 0.34% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES TRUST N.A. | 42 | 42 | 0.03% | 0.07% | 0.15% | Q2 2013 | Q3 2023 | 42 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 42 | 42 | 0.12% | 0.29% | 0.70% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.09% | 0.35% | 1.04% | Q2 2013 | Q3 2023 | 42 |
CIBC WORLD MARKET INC. | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
WEATHERLY ASSET MANAGEMENT L. P. | 42 | 42 | 0.03% | 0.66% | 2.55% | Q2 2013 | Q3 2023 | 42 |
Plante Moran Financial Advisors, LLC | 42 | 42 | 0.00% | 0.12% | 0.36% | Q2 2013 | Q3 2023 | 42 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 42 | 42 | 0.06% | 0.53% | 1.22% | Q2 2013 | Q3 2023 | 42 |
First Heartland Consultants, Inc. | 42 | 42 | 0.01% | 0.49% | 2.68% | Q2 2013 | Q3 2023 | 42 |
Greenwich Wealth Management LLC | 42 | 42 | 0.04% | 0.16% | 0.60% | Q2 2013 | Q3 2023 | 42 |
BRIGHTON JONES LLC | 42 | 42 | 0.03% | 0.13% | 0.23% | Q2 2013 | Q3 2023 | 42 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 42 | 42 | 0.00% | 0.09% | 0.47% | Q2 2013 | Q3 2023 | 42 |
HighTower Advisors, LLC | 42 | 42 | 0.01% | 0.07% | 0.26% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Valmark Advisers, Inc. | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
AMG National Trust Bank | 42 | 42 | 0.07% | 0.38% | 0.83% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.06% | 0.10% | 0.14% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.06% | 0.18% | 0.89% | Q2 2013 | Q3 2023 | 42 |
Hilltop Holdings Inc. | 42 | 42 | 0.10% | 1.03% | 2.15% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.01% | 0.04% | 0.22% | Q2 2013 | Q3 2023 | 42 |
NOESIS CAPITAL MANGEMENT CORP | 42 | 42 | 0.10% | 0.36% | 0.58% | Q2 2013 | Q3 2023 | 42 |
WEDBUSH SECURITIES INC | 42 | 42 | 0.12% | 0.28% | 0.46% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.03% | 0.09% | 0.22% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.03% | 0.06% | 0.08% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.01% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 42 |
WHITE PINE CAPITAL LLC | 42 | 42 | 0.29% | 0.89% | 6.20% | Q2 2013 | Q3 2023 | 42 |
WADE G W & INC | 42 | 42 | 0.11% | 0.88% | 4.75% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.11% | 0.33% | 0.53% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.23% | 0.62% | 1.32% | Q2 2013 | Q3 2023 | 42 |
PETTYJOHN, WOOD & WHITE, INC | 42 | 42 | 0.35% | 1.17% | 1.97% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.02% | 0.06% | 0.20% | Q2 2013 | Q3 2023 | 42 |
KARPAS STRATEGIES, LLC | 42 | 42 | 0.09% | 0.42% | 0.59% | Q2 2013 | Q3 2023 | 42 |
THRIVENT FINANCIAL FOR LUTHERANS | 42 | 42 | 0.01% | 0.04% | 0.16% | Q2 2013 | Q3 2023 | 42 |
FULTON BREAKEFIELD BROENNIMAN LLC | 42 | 42 | 1.16% | 1.63% | 2.14% | Q2 2013 | Q3 2023 | 42 |
BURNS J W & CO INC/NY | 42 | 42 | 0.17% | 0.87% | 1.78% | Q2 2013 | Q3 2023 | 42 |
Aviance Capital Partners, LLC | 42 | 42 | 0.23% | 0.32% | 0.57% | Q2 2013 | Q3 2023 | 42 |
ST GERMAIN D J CO INC | 39 | 3 | 0.12% | 0.83% | 3.28% | Q2 2013 | Q4 2023 | 42 |
PEAPACK GLADSTONE FINANCIAL CORP | 42 | 42 | 0.05% | 0.15% | 0.27% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.01% | 0.03% | 0.18% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.04% | 0.07% | 0.13% | Q2 2013 | Q3 2023 | 42 |
BESSEMER GROUP INC | 42 | 42 | 0.00% | 0.06% | 0.49% | Q2 2013 | Q3 2023 | 42 |
Bartlett & Co. LLC | 26 | 16 | 0.01% | 0.13% | 0.20% | Q2 2013 | Q4 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.05% | 0.19% | Q2 2013 | Q3 2023 | 42 |
Regal Investment Advisors LLC | 42 | 42 | 0.96% | 1.60% | 2.59% | Q2 2013 | Q3 2023 | 42 |
ProVise Management Group, LLC | 42 | 42 | 0.03% | 0.30% | 1.65% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.10% | 0.50% | 1.51% | Q2 2013 | Q3 2023 | 42 |
Jaffetilchin Investment Partners, LLC | 42 | 42 | 0.48% | 3.63% | 8.39% | Q2 2013 | Q3 2023 | 42 |
Telos Capital Management, Inc. | 42 | 42 | 0.19% | 0.37% | 0.62% | Q2 2013 | Q3 2023 | 42 |
Somerset Group LLC | 42 | 42 | 0.33% | 0.53% | 1.13% | Q2 2013 | Q3 2023 | 42 |
JFS WEALTH ADVISORS, LLC | 42 | 42 | 0.00% | 0.18% | 0.62% | Q2 2013 | Q3 2023 | 42 |
FIRST NATIONAL TRUST CO | 42 | 42 | 0.09% | 0.50% | 2.76% | Q2 2013 | Q3 2023 | 42 |
Prospera Financial Services Inc | 23 | 18 | 0.09% | 0.76% | 1.82% | Q2 2013 | Q3 2023 | 41 |
Gradient Investments LLC | 24 | 17 | 0.00% | 0.07% | 0.40% | Q2 2013 | Q3 2023 | 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.09% | 0.74% | 2.12% | Q2 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 41 |
NewSquare Capital LLC | 41 | 41 | 0.00% | 0.80% | 3.10% | Q2 2013 | Q2 2023 | 41 |
M&T BANK CORP | 26 | 15 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 41 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 41 | 41 | 0.78% | 0.98% | 1.21% | Q3 2013 | Q3 2023 | 41 |
DELTA CAPITAL MANAGEMENT LLC | 41 | 41 | 0.14% | 0.38% | 0.59% | Q3 2013 | Q3 2023 | 41 |
First Financial Bank - Trust Division | 41 | 41 | 0.11% | 0.26% | 0.57% | Q4 2013 | Q4 2023 | 41 |
Janney Montgomery Scott LLC | 41 | 41 | 0.11% | 0.21% | 0.52% | Q3 2013 | Q3 2023 | 41 |
Focused Wealth Management, Inc | 41 | 41 | 0.02% | 0.16% | 2.20% | Q3 2013 | Q3 2023 | 41 |
FMR LLC | 40 | 1 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 41 |
FRANKLIN RESOURCES INC | 38 | 3 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 41 |
Raymond James Financial Services Advisors, Inc. | 30 | 11 | 0.05% | 0.16% | 0.46% | Q2 2013 | Q3 2023 | 41 |
Wharton Business Group, LLC | 33 | 8 | 0.78% | 3.11% | 6.56% | Q2 2013 | Q3 2023 | 41 |
OPTIMUM INVESTMENT ADVISORS | 34 | 7 | 0.10% | 0.21% | 0.33% | Q3 2013 | Q4 2023 | 41 |
Edge Wealth Management LLC | 40 | 1 | 0.00% | 5.29% | 12.15% | Q2 2013 | Q3 2023 | 41 |
BEACON FINANCIAL GROUP | 41 | 41 | 0.05% | 1.17% | 4.26% | Q3 2013 | Q3 2023 | 41 |
WESBANCO BANK INC | 30 | 11 | 0.02% | 0.08% | 0.14% | Q2 2013 | Q3 2023 | 41 |
ASSETMARK, INC | 41 | 41 | 0.02% | 0.46% | 2.30% | Q3 2013 | Q3 2023 | 41 |
HOWE & RUSLING INC | 38 | 3 | 0.00% | 0.10% | 1.48% | Q2 2013 | Q3 2023 | 41 |
Horrell Capital Management, Inc. | 31 | 2 | 0.01% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 40 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 35 | 5 | 0.08% | 1.11% | 3.66% | Q2 2013 | Q3 2023 | 40 |
COMERICA BANK | 39 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 40 |
DAVENPORT & Co LLC | 38 | 2 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 40 |
Ameritas Investment Partners, Inc. | 39 | 1 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q2 2023 | 40 |
CARRET ASSET MANAGEMENT, LLC | 38 | 2 | 0.05% | 0.11% | 0.18% | Q1 2013 | Q3 2023 | 40 |
PINNACLE ASSOCIATES LTD | 39 | 1 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 40 |
CITY HOLDING CO | 40 | 40 | 0.26% | 0.41% | 0.68% | Q4 2013 | Q3 2023 | 40 |
FIRST INTERSTATE BANK | 27 | 3 | 0.03% | 1.39% | 8.43% | Q2 2013 | Q3 2023 | 40 |
Avalon Investment & Advisory | 40 | 40 | 0.18% | 0.66% | 1.27% | Q2 2013 | Q1 2023 | 40 |
Capital Advisors, Ltd. LLC | 40 | 40 | 0.02% | 0.19% | 0.46% | Q4 2013 | Q3 2023 | 40 |
Oakworth Capital, Inc. | 40 | 40 | 0.01% | 0.21% | 2.18% | Q4 2013 | Q3 2023 | 40 |
Blue Fin Capital, Inc. | 40 | 40 | 0.76% | 2.74% | 4.50% | Q4 2013 | Q3 2023 | 40 |
Private Advisor Group, LLC | 40 | 40 | 0.06% | 0.20% | 0.42% | Q4 2013 | Q3 2023 | 40 |
Windsor Capital Management, LLC | 40 | 40 | 0.07% | 3.11% | 4.56% | Q2 2013 | Q1 2023 | 40 |
Perkins Coie Trust Co | 40 | 40 | 0.00% | 0.06% | 1.20% | Q4 2013 | Q3 2023 | 40 |
Fiera Capital Corp | 23 | 17 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 40 |
Mariner, LLC | 40 | 40 | 0.01% | 0.18% | 0.36% | Q4 2013 | Q3 2023 | 40 |
Capital Analysts, LLC | 17 | 1 | 0.00% | 0.15% | 0.74% | Q4 2012 | Q3 2023 | 39 |
DT Investment Partners, LLC | 39 | 39 | 0.00% | 1.19% | 3.14% | Q2 2013 | Q4 2022 | 39 |
CAPITAL CITY TRUST CO/FL | 39 | 39 | 0.12% | 0.31% | 0.82% | Q2 2013 | Q4 2022 | 39 |
ARGI Investment Services, LLC | 39 | 39 | 0.01% | 0.05% | 0.19% | Q2 2013 | Q4 2022 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.02% | 0.06% | 0.11% | Q1 2014 | Q3 2023 | 39 |
Autus Asset Management, LLC | 39 | 39 | 0.26% | 1.43% | 2.13% | Q2 2013 | Q4 2022 | 39 |
Curbstone Financial Management Corp | 39 | 39 | 0.16% | 0.78% | 1.15% | Q2 2014 | Q4 2023 | 39 |
BRAVE ASSET MANAGEMENT INC | 22 | 17 | 0.18% | 3.68% | 8.15% | Q4 2013 | Q3 2023 | 39 |
North Star Investment Management Corp. | 39 | 39 | 0.04% | 0.11% | 0.20% | Q1 2014 | Q3 2023 | 39 |
Dynamic Advisor Solutions LLC | 33 | 6 | 0.04% | 0.45% | 0.94% | Q4 2013 | Q3 2023 | 39 |
Phocas Financial Corp. | 39 | 39 | 0.03% | 0.21% | 0.48% | Q2 2013 | Q4 2022 | 39 |
EFG Asset Management (Americas) Corp. | 22 | 17 | 0.06% | 0.20% | 0.39% | Q4 2013 | Q3 2023 | 39 |
CIBC Private Wealth Group, LLC | 39 | 39 | 0.00% | 0.02% | 0.06% | Q1 2014 | Q3 2023 | 39 |
Mathes Company, Inc. | 37 | 2 | 0.47% | 0.87% | 1.30% | Q4 2013 | Q3 2023 | 39 |
NAPLES GLOBAL ADVISORS, LLC | 24 | 15 | 0.02% | 0.25% | 0.42% | Q4 2013 | Q3 2023 | 39 |
FIRST MANHATTAN CO. LLC. | 26 | 12 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2023 | 38 |
SMITH, MOORE & CO. | 38 | 38 | 0.07% | 0.18% | 0.40% | Q2 2014 | Q3 2023 | 38 |
Advisory Services Network, LLC | 27 | 1 | 0.06% | 0.39% | 1.00% | Q4 2013 | Q3 2023 | 38 |
ROCKLAND TRUST CO | 36 | 1 | 0.01% | 0.09% | 0.23% | Q2 2013 | Q1 2023 | 38 |
Destination Wealth Management | 38 | 38 | 0.02% | 0.13% | 0.39% | Q2 2014 | Q3 2023 | 38 |
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | 31 | 1 | 0.25% | 0.45% | 0.77% | Q3 2013 | Q2 2023 | 38 |
Sequoia Financial Advisors, LLC | 37 | 1 | 0.01% | 0.10% | 0.35% | Q1 2014 | Q3 2023 | 38 |
American Money Management, LLC | 21 | 17 | 0.10% | 0.34% | 1.56% | Q4 2013 | Q3 2023 | 38 |
COUNTRY TRUST BANK | 28 | 10 | 0.01% | 0.46% | 0.70% | Q2 2014 | Q4 2023 | 38 |
Harbour Capital Advisors, LLC | 22 | 4 | 0.06% | 0.26% | 0.62% | Q1 2013 | Q4 2023 | 38 |
Financial Architects, Inc | 27 | 4 | 0.23% | 0.53% | 1.20% | Q2 2013 | Q2 2023 | 38 |
Moors & Cabot, Inc. | 38 | 38 | 0.03% | 0.11% | 0.20% | Q2 2014 | Q3 2023 | 38 |
UBS Group AG | 36 | 36 | 0.00% | 0.07% | 0.10% | Q4 2014 | Q3 2023 | 38 |
Stratos Wealth Partners, LTD. | 38 | 38 | 0.09% | 0.54% | 2.39% | Q2 2014 | Q3 2023 | 38 |
Kovack Advisors, Inc. | 38 | 38 | 0.07% | 0.17% | 0.39% | Q2 2014 | Q3 2023 | 38 |
ALLIANCEBERNSTEIN L.P. | 20 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 38 |
OLD SECOND NATIONAL BANK OF AURORA | 37 | 37 | 0.01% | 0.17% | 2.44% | Q3 2014 | Q3 2023 | 37 |
PRELUDE CAPITAL MANAGEMENT, LLC | 19 | 1 | 0.00% | 0.13% | 0.58% | Q1 2013 | Q3 2023 | 37 |
1832 Asset Management L.P. | 37 | 37 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 37 |
Brinker Capital Investments, LLC | 27 | 10 | 0.00% | 0.33% | 2.75% | Q2 2013 | Q4 2022 | 37 |
Ancora Advisors LLC | 32 | 2 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 37 |
TRUIST FINANCIAL CORP | 34 | 1 | 0.01% | 0.06% | 0.16% | Q3 2013 | Q3 2023 | 37 |
Essex Financial Services, Inc. | 18 | 1 | 0.04% | 0.18% | 0.29% | Q2 2013 | Q3 2023 | 37 |
Atria Investments, Inc | 27 | 1 | 0.02% | 0.26% | 0.87% | Q2 2013 | Q3 2023 | 37 |
SCOTIA CAPITAL INC. | 30 | 3 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q1 2023 | 37 |
GIRARD PARTNERS LTD. | 37 | 37 | 0.03% | 0.13% | 0.24% | Q4 2013 | Q4 2022 | 37 |
WENDELL DAVID ASSOCIATES INC | 37 | 37 | 0.15% | 0.74% | 1.07% | Q3 2014 | Q3 2023 | 37 |
GLENMEDE TRUST CO NA | 20 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 37 |
REGIONS FINANCIAL CORP | 36 | 1 | 0.00% | 0.05% | 0.11% | Q2 2013 | Q4 2022 | 37 |
Hudock, Inc. | 37 | 37 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2022 | 37 |
Montecito Bank & Trust | 37 | 37 | 0.22% | 0.62% | 1.57% | Q4 2014 | Q4 2023 | 37 |
TRAN CAPITAL MANAGEMENT, L.P. | 37 | 37 | 0.01% | 0.02% | 0.04% | Q3 2014 | Q3 2023 | 37 |
WELCH & FORBES LLC | 37 | 37 | 0.01% | 0.43% | 0.73% | Q3 2014 | Q3 2023 | 37 |
Traynor Capital Management, Inc. | 36 | 36 | 0.08% | 0.82% | 2.01% | Q4 2014 | Q3 2023 | 36 |
Baltimore-Washington Financial Advisors, Inc. | 36 | 36 | 0.11% | 1.44% | 2.45% | Q3 2014 | Q2 2023 | 36 |
CHATHAM CAPITAL GROUP, INC. | 36 | 36 | 0.38% | 2.48% | 4.92% | Q4 2014 | Q3 2023 | 36 |
Sunbelt Securities, Inc. | 36 | 36 | 0.04% | 0.34% | 0.77% | Q4 2014 | Q3 2023 | 36 |
Summit Financial Wealth Advisors, LLC | 36 | 36 | 0.66% | 4.43% | 7.59% | Q4 2014 | Q3 2023 | 36 |
Community Bank, N.A. | 36 | 36 | 0.05% | 0.36% | 0.83% | Q4 2014 | Q3 2023 | 36 |
Dakota Wealth Management | 36 | 36 | 0.06% | 2.37% | 5.33% | Q4 2014 | Q3 2023 | 36 |
SONATA CAPITAL GROUP INC | 36 | 36 | 0.41% | 0.82% | 1.21% | Q4 2014 | Q3 2023 | 36 |
Arete Wealth Advisors, LLC | 36 | 36 | 0.04% | 0.29% | 0.79% | Q4 2014 | Q3 2023 | 36 |
Sigma Planning Corp | 36 | 36 | 0.08% | 0.56% | 1.44% | Q4 2014 | Q3 2023 | 36 |
IMA Wealth, Inc. | 27 | 9 | 0.59% | 2.77% | 6.29% | Q2 2013 | Q3 2023 | 36 |
Neuberger Berman Group LLC | 19 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 36 |
NOTTINGHAM ADVISORS, INC. | 36 | 36 | 0.04% | 0.48% | 3.09% | Q4 2014 | Q3 2023 | 36 |
Mirae Asset Global Investments Co., Ltd. | 28 | 1 | 0.00% | 0.03% | 0.14% | Q2 2013 | Q3 2023 | 36 |
Manchester Capital Management LLC | 27 | 9 | 0.00% | 0.94% | 5.57% | Q2 2013 | Q3 2023 | 36 |
MEEDER ASSET MANAGEMENT INC | 36 | 36 | 0.00% | 0.01% | 0.12% | Q2 2013 | Q1 2022 | 36 |
Chicago Partners Investment Group LLC | 36 | 36 | 0.07% | 0.20% | 0.40% | Q4 2014 | Q3 2023 | 36 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 33 | 1 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q4 2022 | 36 |
GAMBLE JONES INVESTMENT COUNSEL | 22 | 13 | 0.02% | 0.06% | 0.19% | Q2 2013 | Q4 2022 | 35 |
AllSquare Wealth Management LLC | 25 | 10 | 0.01% | 0.06% | 0.26% | Q4 2014 | Q3 2023 | 35 |
Carroll Financial Associates, Inc. | 35 | 35 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2021 | 35 |
Citizens Business Bank | 28 | 2 | 0.04% | 2.06% | 4.76% | Q4 2012 | Q3 2023 | 35 |
Haverford Trust Co | 35 | 35 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q3 2023 | 35 |
D'Orazio & Associates, Inc. | 35 | 35 | 0.03% | 0.48% | 3.44% | Q4 2013 | Q2 2022 | 35 |
REILLY FINANCIAL ADVISORS, LLC | 35 | 35 | 0.02% | 0.10% | 0.53% | Q2 2013 | Q4 2021 | 35 |
Allworth Financial LP | 35 | 35 | 0.00% | 0.03% | 0.12% | Q1 2015 | Q3 2023 | 35 |
FAS Wealth Partners, Inc. | 17 | 5 | 0.04% | 0.18% | 0.38% | Q4 2013 | Q3 2023 | 35 |
Kingfisher Capital LLC | 22 | 13 | 0.05% | 0.35% | 1.54% | Q2 2013 | Q1 2022 | 35 |
PARSONS CAPITAL MANAGEMENT INC/RI | 35 | 35 | 0.02% | 0.23% | 0.61% | Q1 2015 | Q3 2023 | 35 |
Ironwood Financial, llc | 31 | 4 | 0.13% | 0.74% | 2.00% | Q4 2014 | Q3 2023 | 35 |
BRYN MAWR TRUST Co | 34 | 1 | 0.01% | 0.06% | 0.12% | Q2 2014 | Q3 2023 | 35 |
Adams Asset Advisors, LLC | 13 | 2 | 0.04% | 0.14% | 0.24% | Q2 2013 | Q3 2022 | 35 |
Brookstone Capital Management | 35 | 35 | 0.04% | 0.40% | 3.32% | Q1 2015 | Q3 2023 | 35 |
HOLLENCREST CAPITAL MANAGEMENT | 19 | 16 | 0.05% | 0.19% | 0.92% | Q4 2013 | Q3 2023 | 35 |
Palouse Capital Management, Inc. | 35 | 35 | 0.29% | 1.90% | 2.80% | Q1 2015 | Q3 2023 | 35 |
Baird Financial Group, Inc. | 34 | 34 | 0.05% | 0.12% | 0.25% | Q2 2015 | Q3 2023 | 34 |
INVESTMENT HOUSE LLC | 34 | 34 | 0.02% | 0.05% | 0.12% | Q2 2015 | Q3 2023 | 34 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 34 | 34 | 0.10% | 0.34% | 2.48% | Q2 2014 | Q3 2022 | 34 |
BARCLAYS PLC | 17 | 4 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 34 |
BURNEY CO/ | 31 | 1 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 34 |
Barrett Asset Management, LLC | 34 | 34 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2021 | 34 |
DUBUQUE BANK & TRUST CO | 24 | 10 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q1 2023 | 34 |
KLINGENSTEIN FIELDS & CO LP | 34 | 34 | 0.02% | 0.06% | 0.11% | Q2 2013 | Q3 2021 | 34 |
Ashfield Capital Partners, LLC | 27 | 7 | 0.02% | 0.08% | 0.22% | Q2 2013 | Q2 2022 | 34 |
Alexandria Capital, LLC | 34 | 34 | 0.04% | 0.45% | 1.83% | Q2 2013 | Q3 2021 | 34 |
NEW ENGLAND ASSET MANAGEMENT INC | 27 | 6 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 33 |
Koshinski Asset Management, Inc. | 15 | 2 | 0.05% | 0.30% | 0.86% | Q4 2014 | Q3 2023 | 33 |
Waldron Private Wealth LLC | 33 | 33 | 0.04% | 0.34% | 0.76% | Q4 2013 | Q4 2021 | 33 |
COLONY GROUP LLC | 22 | 5 | 0.01% | 0.08% | 0.20% | Q3 2014 | Q3 2023 | 33 |
FIRST HAWAIIAN BANK | 33 | 33 | 0.03% | 0.38% | 1.09% | Q3 2015 | Q3 2023 | 33 |
Beacon Capital Management, Inc. | 23 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 33 |
Cypress Capital Group | 29 | 4 | 0.04% | 0.16% | 0.33% | Q2 2013 | Q3 2023 | 33 |
Carnegie Capital Asset Management, LLC | 20 | 3 | 0.01% | 0.02% | 0.04% | Q3 2014 | Q3 2023 | 33 |
BANK OF THE WEST | 33 | 33 | 0.05% | 0.14% | 0.30% | Q4 2014 | Q4 2022 | 33 |
MML INVESTORS SERVICES, LLC | 26 | 7 | 0.09% | 0.52% | 2.37% | Q2 2015 | Q3 2023 | 33 |
WRAPMANAGER INC | 14 | 7 | 0.13% | 0.36% | 0.80% | Q3 2012 | Q2 2022 | 33 |
FIRST NATIONAL BANK OF OMAHA | 27 | 6 | 0.01% | 0.05% | 0.19% | Q2 2013 | Q3 2021 | 33 |
LINCOLN NATIONAL CORP | 33 | 33 | 0.02% | 0.05% | 0.08% | Q3 2015 | Q3 2023 | 33 |
Endurance Wealth Management, Inc. | 33 | 33 | 0.03% | 0.06% | 0.08% | Q2 2015 | Q2 2023 | 33 |
GREENWOOD CAPITAL ASSOCIATES LLC | 20 | 12 | 0.06% | 0.79% | 1.97% | Q3 2013 | Q3 2023 | 32 |
Sheaff Brock Investment Advisors, LLC | 32 | 32 | 0.05% | 0.08% | 0.15% | Q4 2015 | Q3 2023 | 32 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 19 | 4 | 0.13% | 1.07% | 2.88% | Q2 2015 | Q3 2023 | 32 |
NORTH AMERICAN MANAGEMENT CORP | 32 | 32 | 0.24% | 0.36% | 0.50% | Q2 2013 | Q1 2021 | 32 |
New England Private Wealth Advisors LLC | 32 | 32 | 0.21% | 0.34% | 0.59% | Q4 2015 | Q3 2023 | 32 |
Cetera Investment Advisers | 32 | 32 | 0.08% | 0.33% | 0.82% | Q4 2015 | Q3 2023 | 32 |
Jackson, Grant Investment Advisers, Inc. | 32 | 32 | 0.76% | 2.12% | 3.54% | Q4 2015 | Q3 2023 | 32 |
CWM, LLC | 24 | 8 | 0.00% | 0.02% | 0.04% | Q3 2015 | Q3 2023 | 32 |
AOZORA BANK, LTD. | 32 | 32 | 7.75% | 37.01% | 77.40% | Q4 2015 | Q3 2023 | 32 |
Affiance Financial, LLC | 32 | 32 | 0.02% | 1.24% | 4.15% | Q1 2015 | Q4 2022 | 32 |
High Falls Advisors, Inc | 32 | 32 | 0.16% | 2.73% | 5.23% | Q4 2015 | Q3 2023 | 32 |
ENTERPRISE FINANCIAL SERVICES CORP | 31 | 1 | 0.01% | 0.04% | 0.12% | Q3 2013 | Q3 2021 | 32 |
Pekin Hardy Strauss, Inc. | 32 | 32 | 0.03% | 0.41% | 0.88% | Q2 2014 | Q1 2022 | 32 |
BBVA USA Bancshares, Inc. | 32 | 32 | 0.08% | 0.18% | 0.50% | Q2 2013 | Q1 2021 | 32 |
CREDIT SUISSE AG/ | 13 | 1 | 0.00% | 0.01% | 0.08% | Q1 2013 | Q2 2023 | 32 |
Marquette Asset Management, LLC | 31 | 31 | 0.43% | 1.11% | 3.74% | Q2 2013 | Q4 2020 | 31 |
Intersect Capital LLC | 31 | 31 | 3.52% | 7.76% | 11.43% | Q4 2014 | Q2 2022 | 31 |
Brick & Kyle, Associates | 15 | 1 | 0.52% | 0.78% | 1.05% | Q4 2014 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.22% | 0.50% | 0.94% | Q1 2016 | Q3 2023 | 31 |
GLENVIEW STATE BANK TRUST DEPT. | 31 | 31 | 0.87% | 1.35% | 1.74% | Q4 2013 | Q2 2021 | 31 |
Dorsey & Whitney Trust CO LLC | 22 | 4 | 0.03% | 0.06% | 0.15% | Q2 2013 | Q1 2022 | 31 |
Lido Advisors, LLC | 31 | 31 | 0.01% | 0.13% | 0.59% | Q1 2016 | Q3 2023 | 31 |
Northside Capital Management, LLC | 31 | 31 | 0.22% | 3.41% | 6.42% | Q1 2016 | Q3 2023 | 31 |
QS Investors, LLC | 29 | 2 | 0.00% | 0.48% | 1.63% | Q2 2013 | Q1 2021 | 31 |
MILLENNIUM MANAGEMENT LLC | 12 | 2 | 0.00% | 0.00% | 0.02% | Q1 2014 | Q1 2023 | 31 |
AE Wealth Management LLC | 28 | 28 | 0.00% | 0.07% | 0.26% | Q4 2016 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.04% | 0.26% | 0.53% | Q4 2015 | Q3 2023 | 31 |
Occidental Asset Management, LLC | 19 | 12 | 0.05% | 1.46% | 4.37% | Q1 2014 | Q3 2023 | 31 |
SFMG, LLC | 30 | 1 | 0.02% | 0.07% | 0.12% | Q1 2015 | Q3 2023 | 31 |
NEXT Financial Group, Inc | 31 | 31 | 0.01% | 0.35% | 0.73% | Q2 2014 | Q4 2021 | 31 |
HEADINVEST, LLC | 21 | 10 | 0.06% | 0.10% | 0.13% | Q2 2013 | Q3 2023 | 31 |
Jacobi Capital Management LLC | 30 | 30 | 0.05% | 0.07% | 0.12% | Q2 2016 | Q3 2023 | 30 |
Snowden Capital Advisors LLC | 22 | 8 | 0.04% | 0.23% | 1.02% | Q1 2016 | Q3 2023 | 30 |
Alpha Omega Wealth Management LLC | 15 | 15 | 0.08% | 0.11% | 0.19% | Q4 2015 | Q3 2023 | 30 |
Parallax Volatility Advisers, L.P. | 20 | 2 | 0.00% | 0.01% | 0.08% | Q4 2014 | Q3 2022 | 30 |
RMB Capital Management, LLC | 22 | 4 | 0.01% | 0.10% | 0.46% | Q4 2015 | Q3 2023 | 30 |
Joel Isaacson & Co., LLC | 17 | 13 | 0.01% | 0.05% | 0.14% | Q4 2012 | Q3 2023 | 30 |
CULBERTSON A N & CO INC | 30 | 30 | 0.08% | 0.22% | 0.39% | Q2 2016 | Q3 2023 | 30 |
Bath Savings Trust Co | 30 | 30 | 0.08% | 0.28% | 0.45% | Q2 2016 | Q3 2023 | 30 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.18% | 0.50% | 1.10% | Q2 2013 | Q3 2020 | 30 |
FOUNDERS FINANCIAL SECURITIES LLC | 30 | 30 | 0.05% | 0.21% | 0.51% | Q2 2016 | Q3 2023 | 30 |
TCTC Holdings, LLC | 16 | 14 | 0.02% | 0.13% | 0.32% | Q2 2013 | Q3 2023 | 30 |
StrategIQ Financial Group, LLC | 30 | 30 | 0.12% | 0.24% | 0.49% | Q2 2016 | Q3 2023 | 30 |
People's United Financial, Inc. | 17 | 12 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q1 2022 | 29 |
Versant Capital Management, Inc | 29 | 29 | 0.00% | 0.02% | 0.08% | Q4 2016 | Q4 2023 | 29 |
M&R CAPITAL MANAGEMENT INC | 24 | 5 | 0.00% | 0.02% | 0.05% | Q2 2016 | Q4 2023 | 29 |
Sageworth Trust Co | 28 | 1 | 0.02% | 0.48% | 2.26% | Q1 2015 | Q3 2022 | 29 |
Laurel Wealth Advisors, Inc. | 29 | 29 | 0.06% | 0.14% | 0.29% | Q4 2015 | Q4 2022 | 29 |
HANCOCK WHITNEY CORP | 17 | 1 | 0.01% | 0.05% | 0.38% | Q2 2013 | Q3 2023 | 29 |
PINNACLE FINANCIAL PARTNERS INC | 15 | 1 | 0.00% | 0.14% | 0.32% | Q2 2013 | Q2 2023 | 29 |
FULTON BANK, N.A. | 29 | 29 | 0.02% | 0.05% | 0.09% | Q4 2016 | Q4 2023 | 29 |
CPWM, LLC | 15 | 1 | 0.06% | 0.11% | 0.21% | Q4 2011 | Q3 2022 | 29 |
Van Hulzen Asset Management, LLC | 19 | 10 | 0.03% | 0.46% | 2.52% | Q4 2015 | Q3 2023 | 29 |
TD ASSET MANAGEMENT INC | 29 | 29 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q2 2020 | 29 |
DEUTSCHE BANK AG\ | 23 | 6 | 0.01% | 0.02% | 0.05% | Q3 2013 | Q3 2023 | 29 |
King Wealth Management Group | 29 | 29 | 0.12% | 0.22% | 0.34% | Q3 2016 | Q3 2023 | 29 |
GUGGENHEIM CAPITAL LLC | 13 | 3 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.03% | 0.17% | 0.45% | Q4 2016 | Q3 2023 | 28 |
Sterling Investment Advisors, Ltd. | 28 | 28 | 1.19% | 2.32% | 4.58% | Q4 2016 | Q3 2023 | 28 |
HCR Wealth Advisors | 28 | 28 | 0.32% | 0.91% | 1.80% | Q4 2016 | Q3 2023 | 28 |
Perennial Advisors, LLC | 28 | 28 | 0.12% | 0.89% | 2.30% | Q4 2016 | Q3 2023 | 28 |
Meridian Wealth Management, LLC | 28 | 28 | 0.02% | 0.13% | 0.34% | Q4 2016 | Q3 2023 | 28 |
LEVEL FOUR ADVISORY SERVICES, LLC | 28 | 28 | 0.11% | 0.50% | 1.66% | Q4 2016 | Q3 2023 | 28 |
Good Life Advisors, LLC | 28 | 28 | 0.05% | 0.11% | 0.21% | Q4 2016 | Q3 2023 | 28 |
Norway Savings Bank | 28 | 28 | 0.10% | 0.88% | 1.65% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.02% | 0.05% | 0.17% | Q4 2016 | Q3 2023 | 28 |
Ausdal Financial Partners, Inc. | 26 | 2 | 0.03% | 0.41% | 0.96% | Q4 2015 | Q2 2023 | 28 |
Cottage Street Advisors LLC | 28 | 28 | 0.00% | 0.75% | 1.79% | Q4 2015 | Q3 2022 | 28 |
Capital Investment Advisory Services, LLC | 28 | 28 | 0.01% | 0.72% | 2.52% | Q4 2016 | Q3 2023 | 28 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 27 | 1 | 0.02% | 0.07% | 0.17% | Q2 2015 | Q3 2023 | 28 |
Elgethun Capital Management | 28 | 28 | 0.01% | 0.29% | 0.86% | Q4 2016 | Q3 2023 | 28 |
Anchor Investment Management, LLC | 28 | 28 | 0.00% | 0.01% | 0.05% | Q1 2017 | Q4 2023 | 28 |
Bison Wealth, LLC | 28 | 28 | 0.06% | 0.16% | 0.24% | Q3 2015 | Q2 2022 | 28 |
FAGAN ASSOCIATES, INC. | 15 | 13 | 0.09% | 0.61% | 1.50% | Q4 2014 | Q1 2022 | 28 |
Avantax Planning Partners, Inc. | 28 | 28 | 0.02% | 0.14% | 0.95% | Q4 2016 | Q3 2023 | 28 |
E&G Advisors, LP | 28 | 28 | 0.13% | 0.18% | 0.28% | Q4 2016 | Q3 2023 | 28 |
EVERGREEN CAPITAL MANAGEMENT LLC | 28 | 28 | 0.02% | 1.08% | 5.43% | Q4 2016 | Q3 2023 | 28 |
Asset Management One Co., Ltd. | 28 | 28 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 28 |
1492 Capital Management LLC | 20 | 2 | 0.11% | 0.18% | 0.27% | Q1 2015 | Q2 2023 | 28 |
Alpha Cubed Investments, LLC | 18 | 1 | 0.02% | 0.78% | 2.60% | Q4 2013 | Q1 2022 | 28 |
Advisory Alpha, LLC | 20 | 1 | 0.00% | 2.04% | 5.84% | Q4 2013 | Q1 2023 | 28 |
Winfield Associates, Inc. | 20 | 8 | 0.34% | 0.92% | 1.63% | Q4 2013 | Q1 2022 | 28 |
Strategic Advisors LLC | 20 | 8 | 0.04% | 0.37% | 3.24% | Q2 2013 | Q3 2021 | 28 |
CITIZENS FINANCIAL GROUP INC/RI | 28 | 28 | 0.01% | 0.03% | 0.06% | Q3 2016 | Q2 2023 | 28 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 28 | 28 | 0.01% | 0.06% | 0.12% | Q4 2016 | Q3 2023 | 28 |
ADVISORS MANAGEMENT GROUP INC /ADV | 25 | 3 | 0.84% | 2.52% | 7.50% | Q4 2015 | Q3 2023 | 28 |
ClearBridge Investments | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
Simplicity Solutions, LLC | 20 | 3 | 0.01% | 0.18% | 1.24% | Q2 2015 | Q3 2023 | 28 |
Rathbones Group PLC | 28 | 28 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 28 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
SEGALL BRYANT & HAMILL, LLC | 21 | 7 | 0.01% | 0.02% | 0.05% | Q3 2016 | Q3 2023 | 28 |
Lee Financial Co | 28 | 28 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 28 |
UNIVEST FINANCIAL Corp | 27 | 27 | 0.10% | 0.15% | 0.23% | Q4 2015 | Q2 2022 | 27 |
Frontier Wealth Management LLC | 18 | 9 | 0.00% | 0.11% | 0.34% | Q4 2014 | Q2 2022 | 27 |
Partnervest Advisory Services LLC | 26 | 1 | 0.08% | 0.52% | 1.04% | Q2 2013 | Q3 2020 | 27 |
SG Americas Securities, LLC | 10 | 1 | 0.00% | 0.02% | 0.24% | Q2 2013 | Q4 2021 | 27 |
Bellecapital International Ltd. | 17 | 1 | 0.13% | 0.38% | 0.67% | Q4 2013 | Q3 2023 | 27 |
Somerset Trust Co | 27 | 27 | 0.06% | 0.27% | 0.49% | Q2 2017 | Q4 2023 | 27 |
Verity Asset Management, Inc. | 10 | 1 | 0.26% | 1.20% | 4.33% | Q4 2014 | Q3 2023 | 27 |
SPC Financial, Inc. | 27 | 27 | 0.07% | 0.54% | 1.84% | Q1 2017 | Q3 2023 | 27 |
MYCIO WEALTH PARTNERS, LLC | 27 | 27 | 0.01% | 0.21% | 0.90% | Q2 2013 | Q4 2019 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.21% | 0.40% | 0.88% | Q2 2013 | Q4 2019 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.04% | 0.08% | 0.29% | Q4 2016 | Q3 2023 | 27 |
RITHOLTZ WEALTH MANAGEMENT | 26 | 1 | 0.04% | 1.06% | 4.99% | Q4 2016 | Q3 2023 | 27 |
Jefferies Group LLC | 15 | 1 | 0.00% | 0.01% | 0.06% | Q3 2013 | Q3 2022 | 27 |
VALICENTI ADVISORY SERVICES INC | 27 | 27 | 0.82% | 1.77% | 2.76% | Q2 2013 | Q4 2019 | 27 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 22 | 5 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q4 2020 | 27 |
MV CAPITAL MANAGEMENT, INC. | 27 | 27 | 0.05% | 0.54% | 1.03% | Q4 2015 | Q2 2022 | 27 |
Argent Trust Co | 23 | 4 | 0.01% | 0.09% | 0.38% | Q4 2015 | Q4 2022 | 27 |
MASSMUTUAL TRUST CO FSB/ADV | 25 | 2 | 0.02% | 0.15% | 0.24% | Q2 2014 | Q4 2023 | 27 |
Polaris Wealth Advisory Group, LLC | 19 | 1 | 0.01% | 1.74% | 7.24% | Q2 2013 | Q4 2021 | 27 |
Azimuth Capital Management LLC | 20 | 7 | 0.10% | 0.27% | 0.42% | Q2 2013 | Q1 2022 | 27 |
Noven Financial Group, Inc. | 26 | 26 | 1.28% | 2.10% | 3.32% | Q4 2013 | Q1 2020 | 26 |
VICUS CAPITAL | 16 | 2 | 0.03% | 0.19% | 0.46% | Q1 2014 | Q3 2022 | 26 |
CONNING INC. | 25 | 1 | 0.00% | 0.79% | 1.14% | Q2 2014 | Q3 2023 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.07% | 0.15% | 0.24% | Q2 2013 | Q3 2019 | 26 |
SRS Capital Advisors, Inc. | 10 | 7 | 0.01% | 0.20% | 0.77% | Q4 2016 | Q3 2023 | 26 |
BB&T SECURITIES, LLC | 26 | 26 | 0.04% | 0.13% | 0.35% | Q2 2013 | Q3 2019 | 26 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 26 | 26 | 0.02% | 0.07% | 0.11% | Q2 2013 | Q3 2019 | 26 |
Winslow, Evans & Crocker, Inc. | 25 | 1 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q4 2020 | 26 |
NewEdge Advisors, LLC | 24 | 1 | 0.06% | 0.16% | 0.32% | Q3 2016 | Q3 2023 | 26 |
HM PAYSON & CO | 16 | 10 | 0.00% | 0.01% | 0.05% | Q2 2015 | Q3 2023 | 26 |
WEALTHSOURCE PARTNERS, LLC | 15 | 2 | 0.02% | 0.13% | 0.44% | Q2 2016 | Q3 2023 | 26 |
SMITH SHELLNUT WILSON LLC /ADV | 21 | 2 | 0.37% | 1.11% | 2.13% | Q4 2016 | Q3 2023 | 26 |
CHOREO, LLC | 14 | 3 | 0.01% | 0.11% | 0.35% | Q2 2014 | Q3 2023 | 26 |
Wealthcare Advisory Partners LLC | 25 | 1 | 0.02% | 0.06% | 0.12% | Q2 2016 | Q3 2023 | 26 |
OneDigital Investment Advisors LLC | 26 | 26 | 0.05% | 0.50% | 2.03% | Q2 2017 | Q3 2023 | 26 |
Clearwater Capital Advisors, LLC | 26 | 26 | 0.15% | 0.41% | 0.90% | Q2 2016 | Q3 2022 | 26 |
NORTHWEST WEALTH MANAGEMENT, LLC | 19 | 7 | 0.11% | 0.49% | 1.65% | Q4 2016 | Q3 2023 | 26 |
LeJeune Puetz Investment Counsel LLC | 26 | 26 | 0.71% | 1.17% | 2.06% | Q4 2016 | Q1 2023 | 26 |
STABLEFORD CAPITAL II LLC | 24 | 2 | 0.19% | 3.19% | 9.22% | Q4 2016 | Q3 2023 | 26 |
Sutton Wealth Advisors Inc. | 17 | 9 | 0.01% | 0.02% | 0.13% | Q1 2016 | Q3 2023 | 26 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 26 | 26 | 0.72% | 1.89% | 4.58% | Q2 2017 | Q3 2023 | 26 |
Camarda Financial Advisors, LLC | 25 | 25 | 0.01% | 3.19% | 7.45% | Q2 2013 | Q2 2019 | 25 |
Voya Financial Advisors, Inc. | 25 | 25 | 0.06% | 0.46% | 1.32% | Q1 2015 | Q1 2021 | 25 |
BDO Wealth Advisors, LLC | 25 | 25 | 0.04% | 0.26% | 0.65% | Q2 2017 | Q2 2023 | 25 |
Relative Value Partners Group, LLC | 19 | 6 | 0.05% | 0.08% | 0.10% | Q4 2015 | Q3 2022 | 25 |
Country Club Trust Company, n.a. | 14 | 1 | 0.02% | 0.21% | 0.62% | Q2 2013 | Q4 2021 | 25 |
Transamerica Financial Advisors, Inc. | 20 | 1 | 0.00% | 0.03% | 0.26% | Q2 2013 | Q4 2022 | 25 |
Shamrock Asset Management LLC | 23 | 2 | 0.01% | 0.28% | 0.90% | Q2 2013 | Q3 2019 | 25 |
JOHNSON INVESTMENT COUNSEL INC | 25 | 25 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q2 2019 | 25 |
IHT Wealth Management, LLC | 9 | 4 | 0.00% | 0.05% | 0.21% | Q4 2016 | Q3 2023 | 25 |
Pflug Koory, LLC | 23 | 2 | 0.01% | 0.03% | 0.03% | Q4 2016 | Q3 2023 | 25 |
INGALLS & SNYDER LLC | 25 | 25 | 0.01% | 0.03% | 0.04% | Q2 2016 | Q2 2022 | 25 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 18 | 7 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 25 |
SIGNATUREFD, LLC | 22 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 25 |
ADVISORY RESEARCH INC | 22 | 1 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2021 | 25 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 25 | 25 | 0.02% | 0.03% | 0.06% | Q3 2016 | Q3 2022 | 25 |
Friedenthal Financial | 20 | 2 | 0.16% | 5.70% | 31.42% | Q4 2013 | Q4 2021 | 25 |
MONROE BANK & TRUST/MI | 25 | 25 | 0.46% | 0.90% | 1.16% | Q2 2013 | Q2 2019 | 25 |
Private Ocean, LLC | 21 | 4 | 0.00% | 0.06% | 0.23% | Q4 2013 | Q1 2023 | 25 |
StoneX Group Inc. | 22 | 3 | 0.09% | 1.03% | 3.32% | Q3 2016 | Q3 2023 | 25 |
Capital Investment Advisors, LLC | 12 | 1 | 0.01% | 0.51% | 1.72% | Q4 2013 | Q4 2023 | 25 |
Pinnacle Wealth Management Advisory Group, LLC | 14 | 11 | 0.03% | 0.23% | 0.53% | Q3 2015 | Q3 2023 | 25 |
FCG ADVISORS, LLC | 24 | 1 | 0.06% | 0.13% | 0.26% | Q2 2014 | Q3 2020 | 25 |
STEPHENS INC /AR/ | 22 | 3 | 0.26% | 0.70% | 1.55% | Q2 2013 | Q3 2023 | 25 |
PITTENGER & ANDERSON INC | 21 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2022 | 25 |
GenWealth Group, Inc. | 19 | 6 | 0.08% | 0.11% | 0.17% | Q2 2017 | Q3 2023 | 25 |
Financial Management Professionals, Inc. | 23 | 2 | 0.00% | 0.02% | 0.04% | Q2 2016 | Q3 2023 | 25 |
BOKF, NA | 15 | 9 | 0.23% | 0.34% | 0.66% | Q3 2017 | Q3 2023 | 24 |
CADENCE BANK NA | 11 | 5 | 0.10% | 0.25% | 0.58% | Q2 2013 | Q2 2022 | 24 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q4 2016 | 24 |
PRINCETON CAPITAL MANAGEMENT LLC | 24 | 24 | 0.08% | 0.12% | 0.17% | Q4 2017 | Q3 2023 | 24 |
Steinberg Global Asset Management | 24 | 24 | 0.03% | 1.63% | 2.96% | Q2 2013 | Q1 2019 | 24 |
Hartford Financial Management Inc. | 9 | 3 | 0.00% | 1.39% | 2.79% | Q2 2013 | Q2 2020 | 24 |
Keel Point, LLC | 12 | 1 | 0.03% | 0.21% | 0.61% | Q4 2015 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.01% | 0.16% | 0.30% | Q4 2017 | Q3 2023 | 24 |
IndexIQ Advisors LLC | 12 | 12 | 0.01% | 0.59% | 2.11% | Q1 2016 | Q1 2022 | 24 |
Evercore Wealth Management, LLC | 12 | 1 | 0.00% | 0.02% | 0.05% | Q2 2014 | Q4 2021 | 24 |
Lattice Strategies LLC | 24 | 24 | 0.17% | 0.56% | 0.87% | Q2 2013 | Q1 2019 | 24 |
FDx Advisors, Inc. | 20 | 1 | 0.01% | 0.39% | 1.33% | Q2 2013 | Q2 2020 | 24 |
LifePlan Financial Group, Inc | 21 | 3 | 0.05% | 0.34% | 3.39% | Q3 2013 | Q3 2020 | 24 |
Sowell Financial Services LLC | 10 | 2 | 0.04% | 0.14% | 0.46% | Q4 2016 | Q3 2023 | 24 |
IBEX WEALTH ADVISORS | 20 | 2 | 0.71% | 1.34% | 2.80% | Q3 2016 | Q4 2022 | 24 |
Corient Capital Partners, LLC | 24 | 24 | 0.04% | 0.21% | 0.60% | Q3 2016 | Q2 2022 | 24 |
Mutual Advisors, LLC | 24 | 24 | 0.11% | 0.30% | 1.00% | Q4 2017 | Q3 2023 | 24 |
NVWM, LLC | 24 | 24 | 0.07% | 0.63% | 1.17% | Q4 2017 | Q3 2023 | 24 |
Slow Capital, Inc. | 24 | 24 | 0.04% | 0.39% | 0.92% | Q4 2017 | Q3 2023 | 24 |
Belpointe Asset Management LLC | 18 | 6 | 0.04% | 0.21% | 0.43% | Q3 2017 | Q3 2023 | 24 |
Cypress Wealth Services, LLC | 24 | 24 | 1.32% | 1.69% | 2.13% | Q4 2017 | Q3 2023 | 24 |
SeaCrest Wealth Management, LLC | 24 | 24 | 0.08% | 0.17% | 0.32% | Q4 2017 | Q3 2023 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.04% | 0.06% | 0.09% | Q4 2017 | Q3 2023 | 24 |
Global Trust Asset Management, LLC | 24 | 24 | 0.19% | 0.91% | 3.33% | Q4 2017 | Q3 2023 | 24 |
Crewe Advisors LLC | 24 | 24 | 0.05% | 0.34% | 1.92% | Q4 2017 | Q3 2023 | 24 |
Financial Advocates Investment Management | 24 | 24 | 0.02% | 0.10% | 0.25% | Q4 2017 | Q3 2023 | 24 |
Carmichael Hill & Associates, Inc. | 24 | 24 | 0.33% | 0.58% | 0.77% | Q4 2017 | Q3 2023 | 24 |
Ballast, Inc. | 24 | 24 | 0.14% | 2.09% | 4.68% | Q4 2017 | Q3 2023 | 24 |
Independence Bank of Kentucky | 24 | 24 | 0.24% | 1.12% | 1.65% | Q4 2017 | Q3 2023 | 24 |
Providence Capital Advisors, LLC | 24 | 24 | 0.00% | 0.01% | 0.09% | Q4 2017 | Q3 2023 | 24 |
Sound Income Strategies, LLC | 24 | 24 | 0.01% | 0.18% | 0.40% | Q4 2017 | Q3 2023 | 24 |
Prime Capital Investment Advisors, LLC | 24 | 24 | 0.02% | 0.77% | 3.04% | Q4 2017 | Q3 2023 | 24 |
Cornell Pochily Investment Advisors, Inc. | 24 | 24 | 0.12% | 0.27% | 0.83% | Q4 2017 | Q3 2023 | 24 |
Kingsview Wealth Management, LLC | 14 | 4 | 0.04% | 0.25% | 0.76% | Q1 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.11% | 0.22% | 0.48% | Q4 2017 | Q3 2023 | 24 |
FIRST WILSHIRE SECURITIES MANAGEMENT INC | 24 | 24 | 0.07% | 0.15% | 0.21% | Q2 2016 | Q1 2022 | 24 |
TOTH FINANCIAL ADVISORY CORP | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
CENTAURUS FINANCIAL, INC. | 24 | 24 | 0.04% | 0.25% | 0.46% | Q4 2017 | Q3 2023 | 24 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.08% | 0.38% | Q1 2017 | Q3 2023 | 23 |
KING LUTHER CAPITAL MANAGEMENT CORP | 8 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 23 |
Patriot Wealth Management, Inc. | 23 | 23 | 1.58% | 2.30% | 3.73% | Q2 2013 | Q4 2018 | 23 |
CALTON & ASSOCIATES, INC. | 23 | 23 | 0.24% | 0.57% | 0.89% | Q4 2017 | Q2 2023 | 23 |
WealthTrust-Arizona, LLC | 23 | 23 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2018 | 23 |
SouthState Corp | 13 | 10 | 0.03% | 0.36% | 1.20% | Q2 2014 | Q3 2023 | 23 |
B. Riley Wealth Management, Inc. | 16 | 1 | 0.00% | 0.16% | 0.46% | Q1 2014 | Q2 2022 | 23 |
W.G. Shaheen & Associates DBA Whitney & Co | 23 | 23 | 0.06% | 0.60% | 1.11% | Q1 2018 | Q3 2023 | 23 |
NTV ASSET MANAGEMENT LLC | 22 | 1 | 0.14% | 1.00% | 1.83% | Q2 2013 | Q1 2021 | 23 |
CWA Asset Management Group, LLC | 18 | 5 | 0.02% | 0.06% | 0.17% | Q3 2017 | Q3 2023 | 23 |
Almanack Investment Partners, LLC. | 23 | 23 | 0.03% | 0.11% | 0.37% | Q4 2016 | Q2 2022 | 23 |
ATLAS CAPITAL ADVISORS LLC | 23 | 23 | 0.02% | 0.92% | 1.56% | Q1 2018 | Q3 2023 | 23 |
HL FINANCIAL SERVICES LLC | 18 | 5 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q1 2019 | 23 |
WestEnd Advisors, LLC | 22 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 23 |
PRUDENTIAL FINANCIAL INC | 22 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 23 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 16 | 7 | 0.01% | 0.09% | 0.46% | Q4 2016 | Q3 2023 | 23 |
Berkshire Money Management, Inc. | 21 | 1 | 0.00% | 3.79% | 8.21% | Q1 2013 | Q2 2022 | 23 |
TELEMUS CAPITAL, LLC | 21 | 2 | 0.03% | 0.07% | 0.20% | Q3 2013 | Q1 2021 | 23 |
Patriot Financial Group Insurance Agency, LLC | 23 | 23 | 0.01% | 0.05% | 0.14% | Q4 2016 | Q2 2022 | 23 |
Integrated Wealth Concepts LLC | 14 | 9 | 0.02% | 0.14% | 0.73% | Q4 2017 | Q3 2023 | 23 |
LS Investment Advisors, LLC | 21 | 2 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q2 2023 | 23 |
SeaBridge Investment Advisors LLC | 23 | 23 | 0.01% | 0.04% | 0.06% | Q1 2015 | Q3 2020 | 23 |
HAP Trading, LLC | 10 | 2 | 0.00% | 0.01% | 0.09% | Q4 2018 | Q2 2023 | 22 |
Shepherd Financial Partners LLC | 16 | 6 | 0.03% | 0.83% | 2.50% | Q4 2016 | Q3 2023 | 22 |
SIGNET FINANCIAL MANAGEMENT, LLC | 21 | 1 | 0.00% | 0.27% | 0.62% | Q4 2014 | Q4 2021 | 22 |
CAPITAL FUND MANAGEMENT S.A. | 6 | 1 | 0.00% | 0.03% | 0.14% | Q4 2016 | Q3 2023 | 22 |
SALEM INVESTMENT COUNSELORS INC | 18 | 4 | 0.07% | 0.27% | 0.68% | Q2 2016 | Q3 2023 | 22 |
Capital Asset Advisory Services LLC | 15 | 7 | 0.04% | 0.24% | 0.50% | Q2 2016 | Q2 2023 | 22 |
Uniplan Investment Counsel, Inc. | 16 | 6 | 0.14% | 0.67% | 1.29% | Q2 2015 | Q1 2021 | 22 |
PFG Advisors | 17 | 5 | 0.06% | 0.41% | 0.90% | Q4 2017 | Q3 2023 | 22 |
Capital Advisory Group Advisory Services, LLC | 21 | 1 | 0.00% | 0.36% | 1.55% | Q1 2018 | Q3 2023 | 22 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 13 | 9 | 0.10% | 1.89% | 4.69% | Q4 2016 | Q3 2023 | 22 |
TRUST CO OF VERMONT | 21 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2023 | 22 |
Blue Edge Capital, LLC | 22 | 22 | 0.67% | 1.43% | 1.94% | Q4 2013 | Q1 2019 | 22 |
WASHINGTON TRUST BANK | 21 | 1 | 0.00% | 0.09% | 0.54% | Q2 2013 | Q4 2018 | 22 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 7 | 2 | 0.02% | 0.03% | 0.16% | Q2 2010 | Q4 2021 | 22 |
SEI INVESTMENTS CO | 13 | 1 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q3 2023 | 22 |
BlackRock Investment Management, LLC | 15 | 15 | 0.00% | 0.06% | 0.11% | Q2 2013 | Q4 2016 | 22 |
Keystone Financial Group | 20 | 2 | 0.20% | 0.85% | 1.95% | Q1 2018 | Q3 2023 | 22 |
RFG Advisory, LLC | 21 | 1 | 0.12% | 0.50% | 0.90% | Q2 2015 | Q3 2023 | 22 |
American Research & Management Co. | 10 | 3 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q3 2022 | 22 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 22 | 22 | 0.13% | 0.40% | 1.07% | Q2 2018 | Q3 2023 | 22 |
CIBC BANK USA | 22 | 22 | 0.03% | 0.32% | 0.80% | Q2 2013 | Q3 2018 | 22 |
BANTA ASSET MANAGEMENT LP | 12 | 10 | 1.00% | 8.25% | 20.47% | Q2 2013 | Q3 2023 | 22 |
PARK AVENUE SECURITIES LLC | 14 | 1 | 0.05% | 0.17% | 0.36% | Q3 2015 | Q3 2023 | 22 |
Buffington Mohr McNeal | 21 | 1 | 0.12% | 0.59% | 5.03% | Q2 2013 | Q4 2021 | 22 |
Mascoma Wealth Management LLC | 11 | 1 | 0.00% | 0.02% | 0.08% | Q4 2016 | Q3 2023 | 21 |
WealthPLAN Partners, LLC | 8 | 1 | 0.01% | 0.05% | 0.20% | Q1 2015 | Q4 2023 | 21 |
Cypress Capital Management LLC (WY) | 21 | 21 | 0.39% | 1.91% | 4.76% | Q4 2016 | Q4 2021 | 21 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 15 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2021 | 21 |
MARKSTON INTERNATIONAL LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2021 | 21 |
Private Advisory Group LLC | 19 | 2 | 0.26% | 0.75% | 1.67% | Q4 2016 | Q1 2023 | 21 |
Creegan & Nassoura Financial Group, LLC | 14 | 7 | 0.32% | 1.43% | 2.69% | Q1 2015 | Q3 2023 | 21 |
TD Capital Management LLC | 21 | 21 | 0.00% | 0.03% | 0.09% | Q3 2018 | Q3 2023 | 21 |
Mount Lucas Management LP | 7 | 1 | 0.07% | 0.55% | 1.68% | Q1 2016 | Q3 2023 | 21 |
MCF Advisors LLC | 19 | 2 | 0.00% | 0.03% | 0.11% | Q1 2013 | Q4 2018 | 21 |
Triangle Securities Wealth Management | 11 | 10 | 0.15% | 0.25% | 0.49% | Q2 2013 | Q3 2018 | 21 |
LFA - Lugano Financial Advisors SA | 16 | 5 | 0.11% | 1.53% | 3.11% | Q2 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.08% | 0.54% | 1.99% | Q3 2018 | Q3 2023 | 21 |
A. D. Beadell Investment Counsel, Inc. | 21 | 21 | 0.29% | 0.41% | 0.54% | Q4 2016 | Q4 2021 | 21 |
Clearstead Advisors, LLC | 15 | 6 | 0.01% | 0.02% | 0.05% | Q4 2016 | Q3 2023 | 21 |
Lenox Wealth Advisors, LLC | 16 | 1 | 0.00% | 0.08% | 0.50% | Q2 2013 | Q1 2022 | 21 |
COHEN & STEERS, INC. | 12 | 9 | 0.00% | 0.07% | 0.64% | Q2 2018 | Q3 2023 | 21 |
Perigon Wealth Management, LLC | 11 | 1 | 0.01% | 0.26% | 0.85% | Q3 2011 | Q3 2023 | 21 |
FIDUCIARY TRUST CO | 12 | 4 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q3 2023 | 21 |
Bogart Wealth, LLC | 14 | 7 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 21 |
Fieldpoint Private Securities, LLC | 20 | 1 | 0.11% | 0.65% | 1.41% | Q1 2017 | Q2 2022 | 21 |
Flaharty Asset Management, LLC | 18 | 3 | 0.05% | 1.78% | 9.46% | Q1 2017 | Q1 2023 | 21 |
KINGS POINT CAPITAL MANAGEMENT | 21 | 21 | 0.03% | 0.05% | 0.20% | Q1 2017 | Q1 2022 | 21 |
UMB Bank, n.a. | 13 | 8 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 21 |
Vantage Financial Partners Ltd., Inc. | 21 | 21 | 0.14% | 0.20% | 0.32% | Q4 2016 | Q4 2021 | 21 |
MONETA GROUP INVESTMENT ADVISORS LLC | 13 | 8 | 0.01% | 0.05% | 0.21% | Q3 2016 | Q3 2022 | 21 |
Cordasco Financial Network | 21 | 21 | 0.10% | 0.21% | 0.32% | Q4 2013 | Q4 2018 | 21 |
BerganKDV Wealth Management, LLC | 21 | 21 | 0.00% | 0.05% | 0.10% | Q2 2018 | Q2 2023 | 21 |
Angeles Investment Advisors, LLC | 20 | 20 | 0.00% | 0.93% | 4.21% | Q4 2018 | Q3 2023 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.07% | 0.39% | 1.56% | Q4 2018 | Q3 2023 | 20 |
Guidance Point Advisors, LLC | 20 | 20 | 0.35% | 0.47% | 0.56% | Q4 2018 | Q3 2023 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.00% | 0.17% | 0.49% | Q4 2018 | Q3 2023 | 20 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.01% | 0.07% | 0.13% | Q4 2014 | Q3 2019 | 20 |
Symmetry Partners, LLC | 20 | 20 | 0.54% | 1.16% | 1.72% | Q4 2016 | Q3 2021 | 20 |
ROMAN BUTLER FULLERTON & CO | 20 | 20 | 1.23% | 2.20% | 3.72% | Q4 2018 | Q3 2023 | 20 |
Perella Weinberg Partners Capital Management LP | 10 | 1 | 0.20% | 0.97% | 2.88% | Q4 2015 | Q2 2022 | 20 |
FIRST NATIONAL CORP /MA/ /ADV | 20 | 20 | 0.05% | 0.80% | 4.16% | Q4 2018 | Q3 2023 | 20 |
GYL FINANCIAL SYNERGIES, LLC | 20 | 20 | 0.06% | 0.25% | 0.42% | Q4 2018 | Q3 2023 | 20 |
TFG Advisers LLC | 20 | 20 | 0.81% | 1.29% | 1.76% | Q4 2018 | Q3 2023 | 20 |
AFFINITY WEALTH MANAGEMENT LLC | 9 | 5 | 0.14% | 5.13% | 27.40% | Q4 2014 | Q3 2022 | 20 |
Rockefeller Capital Management L.P. | 20 | 20 | 0.00% | 0.09% | 0.27% | Q4 2018 | Q3 2023 | 20 |
Cresset Asset Management, LLC | 20 | 20 | 0.01% | 0.06% | 0.13% | Q4 2018 | Q3 2023 | 20 |
Simply Money Advisors | 20 | 20 | 1.06% | 2.73% | 5.12% | Q2 2013 | Q1 2018 | 20 |
CreativeOne Wealth, LLC | 20 | 20 | 0.08% | 0.17% | 0.27% | Q4 2018 | Q3 2023 | 20 |
Insight Wealth Strategies, LLC | 20 | 20 | 0.62% | 3.80% | 6.20% | Q4 2018 | Q3 2023 | 20 |
Charles Schwab Investment Advisory, Inc. | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q1 2023 | 20 |
WealthBridge Capital Management, LLC | 20 | 20 | 0.09% | 0.22% | 0.34% | Q4 2018 | Q3 2023 | 20 |
ARROW FINANCIAL CORP | 18 | 1 | 0.00% | 0.25% | 1.17% | Q2 2013 | Q4 2021 | 20 |
American Portfolios Advisors | 20 | 20 | 0.17% | 0.29% | 0.44% | Q4 2017 | Q3 2022 | 20 |
MONECO Advisors, LLC | 20 | 20 | 0.20% | 0.44% | 1.04% | Q4 2018 | Q3 2023 | 20 |
Financial Gravity Asset Management, Inc. | 12 | 3 | 0.00% | 0.04% | 0.11% | Q1 2018 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.04% | 0.13% | 0.23% | Q4 2018 | Q3 2023 | 20 |
Evanson Asset Management, LLC | 7 | 2 | 0.02% | 0.07% | 0.24% | Q4 2013 | Q1 2022 | 20 |
Avior Wealth Management, LLC | 8 | 1 | 0.00% | 0.02% | 0.06% | Q1 2014 | Q3 2023 | 20 |
Starfire Investment Advisers, Inc. | 10 | 10 | 0.13% | 0.71% | 1.30% | Q1 2015 | Q2 2020 | 20 |
Overbrook Management Corp | 13 | 7 | 0.03% | 1.47% | 3.95% | Q1 2015 | Q1 2022 | 20 |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 20 | 20 | 0.38% | 0.94% | 2.25% | Q4 2017 | Q3 2022 | 20 |
Traverso Chambers Private Wealth Management, LLC | 20 | 20 | 1.85% | 2.94% | 4.48% | Q4 2018 | Q3 2023 | 20 |
WealthShield Partners, LLC | 17 | 3 | 0.02% | 0.15% | 0.38% | Q4 2017 | Q3 2023 | 20 |
Gladstone Institutional Advisory LLC | 20 | 20 | 0.04% | 0.11% | 0.21% | Q4 2018 | Q3 2023 | 20 |
CHEMICAL BANK | 19 | 1 | 0.03% | 0.05% | 0.11% | Q3 2013 | Q2 2019 | 20 |
TRUSTCORE FINANCIAL SERVICES, LLC | 16 | 4 | 0.00% | 0.03% | 0.16% | Q4 2017 | Q4 2022 | 20 |
Magnus Financial Group LLC | 20 | 20 | 0.03% | 0.16% | 0.43% | Q4 2018 | Q3 2023 | 20 |
MGO ONE SEVEN LLC | 17 | 1 | 0.02% | 0.19% | 0.38% | Q4 2017 | Q3 2023 | 20 |
Sage Advisory Services, Ltd.Co. | 13 | 2 | 0.20% | 2.36% | 4.72% | Q2 2013 | Q4 2020 | 20 |
Aspen Investment Management Inc | 19 | 19 | 0.45% | 1.44% | 2.69% | Q2 2013 | Q4 2017 | 19 |
VALLEY NATIONAL ADVISERS INC | 16 | 1 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q2 2023 | 19 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 8 | 5 | 0.01% | 0.04% | 0.14% | Q2 2013 | Q1 2021 | 19 |
Day & Ennis, LLC | 19 | 19 | 0.17% | 0.95% | 1.69% | Q1 2019 | Q3 2023 | 19 |
Crabel Capital Management, LLC | 8 | 3 | 0.46% | 1.11% | 3.29% | Q4 2017 | Q3 2023 | 19 |
Archer Investment Corp | 15 | 4 | 0.07% | 0.18% | 0.28% | Q4 2018 | Q3 2023 | 19 |
AJ WEALTH STRATEGIES, LLC | 19 | 19 | 0.04% | 0.77% | 3.21% | Q4 2018 | Q2 2023 | 19 |
SAGE RHINO CAPITAL LLC | 19 | 19 | 0.20% | 0.29% | 0.43% | Q1 2019 | Q3 2023 | 19 |
First National Bank of South Miami | 19 | 19 | 1.29% | 1.64% | 1.99% | Q4 2018 | Q2 2023 | 19 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 19 | 19 | 0.12% | 0.33% | 0.77% | Q1 2019 | Q3 2023 | 19 |
RDA Financial Network | 19 | 19 | 0.14% | 0.31% | 0.56% | Q1 2019 | Q3 2023 | 19 |
Joseph P. Lucia & Associates, LLC | 19 | 19 | 1.28% | 2.13% | 3.70% | Q1 2019 | Q3 2023 | 19 |
Realta Investment Advisors | 19 | 19 | 0.40% | 0.63% | 0.96% | Q1 2019 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.00% | 0.02% | 0.06% | Q4 2017 | Q2 2022 | 19 |
Titus Wealth Management | 19 | 19 | 0.26% | 0.63% | 1.44% | Q4 2017 | Q2 2022 | 19 |
Weaver Consulting Group | 19 | 19 | 0.19% | 0.30% | 0.39% | Q1 2019 | Q3 2023 | 19 |
Keudell/Morrison Wealth Management | 19 | 19 | 0.06% | 0.24% | 0.45% | Q1 2019 | Q3 2023 | 19 |
Strategic Wealth Partners, Ltd. | 8 | 4 | 0.04% | 0.20% | 1.68% | Q4 2017 | Q1 2023 | 19 |
QUATTRO FINANCIAL ADVISORS LLC | 8 | 1 | 0.22% | 1.67% | 4.09% | Q1 2017 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.03% | 0.06% | 0.10% | Q1 2019 | Q3 2023 | 19 |
Princeton Global Asset Management LLC | 19 | 19 | 0.02% | 0.27% | 0.42% | Q1 2019 | Q3 2023 | 19 |
Private Portfolio Partners LLC | 19 | 19 | 0.06% | 0.38% | 0.59% | Q4 2018 | Q2 2023 | 19 |
Canal Capital Management, LLC | 15 | 1 | 0.07% | 0.94% | 3.07% | Q4 2014 | Q4 2022 | 19 |
Mechanics Bank Trust Department | 19 | 19 | 0.06% | 0.76% | 1.56% | Q3 2016 | Q1 2021 | 19 |
Aptus Capital Advisors, LLC | 19 | 19 | 0.00% | 0.04% | 0.20% | Q1 2019 | Q3 2023 | 19 |
Western Wealth Management, LLC | 11 | 8 | 0.08% | 0.21% | 0.40% | Q4 2018 | Q3 2023 | 19 |
AlphaStar Capital Management, LLC | 9 | 3 | 0.00% | 0.26% | 1.74% | Q3 2017 | Q1 2023 | 19 |
CONGRESS ASSET MANAGEMENT CO /MA | 11 | 8 | 0.03% | 0.05% | 0.07% | Q1 2018 | Q3 2023 | 19 |
Bell Bank | 18 | 1 | 0.04% | 0.25% | 3.18% | Q2 2016 | Q3 2023 | 19 |
SII INVESTMENTS INC/WI | 19 | 19 | 0.06% | 0.17% | 0.30% | Q2 2013 | Q4 2017 | 19 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 19 | 19 | 0.08% | 0.12% | 0.17% | Q1 2019 | Q3 2023 | 19 |
Wealthstar Advisors, LLC | 10 | 9 | 0.30% | 0.60% | 0.99% | Q1 2018 | Q3 2023 | 19 |
IFC Holdings Incorporated/FL | 19 | 19 | 0.09% | 0.25% | 0.43% | Q2 2013 | Q4 2017 | 19 |
WHALEROCK POINT PARTNERS, LLC | 10 | 9 | 0.12% | 0.34% | 0.56% | Q4 2013 | Q3 2018 | 19 |
Omega Financial Group, LLC | 19 | 19 | 0.12% | 0.15% | 0.17% | Q1 2019 | Q3 2023 | 19 |
Miracle Mile Advisors, LLC | 19 | 19 | 0.02% | 0.24% | 0.76% | Q1 2019 | Q3 2023 | 19 |
Sandy Spring Bank | 12 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q2 2023 | 19 |
AFT, FORSYTH & COMPANY, INC. | 17 | 2 | 0.47% | 1.57% | 3.30% | Q2 2013 | Q4 2021 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.04% | 0.09% | 0.14% | Q1 2019 | Q3 2023 | 19 |
CULLEN/FROST BANKERS, INC. | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
PineBridge Investments, L.P. | 16 | 1 | 0.00% | 0.27% | 1.24% | Q1 2017 | Q2 2023 | 19 |
CapWealth Advisors, LLC | 14 | 5 | 0.01% | 0.06% | 0.14% | Q2 2013 | Q4 2021 | 19 |
CUMBERLAND ADVISORS INC | 12 | 2 | 0.08% | 0.21% | 0.30% | Q4 2018 | Q3 2023 | 18 |
M Holdings Securities, Inc. | 15 | 1 | 0.02% | 0.17% | 0.31% | Q3 2014 | Q1 2022 | 18 |
MACKENZIE FINANCIAL CORP | 11 | 2 | 0.00% | 0.01% | 0.11% | Q1 2017 | Q4 2022 | 18 |
AGF Investments LLC | 14 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2022 | 18 |
MidWestOne Financial Group, Inc. | 18 | 18 | 0.06% | 0.30% | 0.61% | Q2 2019 | Q3 2023 | 18 |
Jacobus Wealth Management, Inc. | 18 | 18 | 0.57% | 1.15% | 1.78% | Q2 2013 | Q3 2017 | 18 |
GeoWealth Management, LLC | 18 | 18 | 0.00% | 0.18% | 1.12% | Q2 2019 | Q3 2023 | 18 |
Investors Research Corp | 16 | 2 | 0.00% | 0.20% | 0.52% | Q1 2019 | Q3 2023 | 18 |
Semmax Financial Advisors Inc. | 17 | 1 | 0.00% | 0.01% | 0.10% | Q4 2018 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.50% | 0.60% | 0.95% | Q2 2013 | Q3 2017 | 18 |
Jackson Hole Capital Partners, LLC | 18 | 18 | 0.05% | 0.06% | 0.09% | Q2 2019 | Q3 2023 | 18 |
Burleson & Company, LLC | 10 | 8 | 0.03% | 0.66% | 3.06% | Q4 2017 | Q4 2022 | 18 |
Altium Wealth Management LLC | 17 | 1 | 0.05% | 0.14% | 0.26% | Q4 2017 | Q2 2022 | 18 |
WEST CHESTER CAPITAL ADVISORS, INC | 8 | 1 | 0.28% | 1.38% | 4.24% | Q2 2013 | Q3 2022 | 18 |
REIK & CO., LLC | 18 | 18 | 0.06% | 0.11% | 0.16% | Q2 2019 | Q3 2023 | 18 |
White Lighthouse Investment Management Inc. | 18 | 18 | 0.07% | 0.17% | 0.39% | Q4 2017 | Q1 2022 | 18 |
Barnett & Company, Inc. | 18 | 18 | 0.08% | 0.12% | 0.17% | Q2 2013 | Q3 2017 | 18 |
WBI INVESTMENTS, LLC | 13 | 1 | 0.32% | 1.86% | 3.16% | Q2 2013 | Q4 2021 | 18 |
PARK NATIONAL CORP /OH/ | 18 | 18 | 0.01% | 0.03% | 0.05% | Q4 2014 | Q1 2019 | 18 |
Glovista Investments LLC | 10 | 1 | 0.04% | 0.76% | 4.34% | Q2 2013 | Q2 2018 | 18 |
Shulman DeMeo Asset Management LLC | 9 | 9 | 1.18% | 1.84% | 4.74% | Q1 2019 | Q3 2023 | 18 |
Compagnie Lombard Odier SCmA | 12 | 2 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q2 2022 | 18 |
SVB WEALTH LLC | 18 | 18 | 0.34% | 1.00% | 1.54% | Q2 2019 | Q3 2023 | 18 |
FormulaFolio Investments, LLC | 13 | 1 | 0.07% | 0.28% | 0.93% | Q4 2014 | Q4 2020 | 18 |
DAVIDSON & GARRARD INC | 18 | 18 | 2.24% | 2.41% | 2.83% | Q2 2013 | Q3 2017 | 18 |
EP Wealth Advisors, LLC | 18 | 18 | 0.01% | 0.03% | 0.11% | Q2 2019 | Q3 2023 | 18 |
Northstar Group, Inc. | 18 | 18 | 0.17% | 0.75% | 1.30% | Q3 2016 | Q4 2020 | 18 |
FARMERS & MERCHANTS INVESTMENTS INC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 18 |
NATIONAL PLANNING CORP | 18 | 18 | 0.11% | 0.19% | 0.26% | Q2 2013 | Q3 2017 | 18 |
Sound View Wealth Advisors Group, LLC | 18 | 18 | 0.33% | 0.77% | 1.28% | Q2 2019 | Q3 2023 | 18 |
INVESTMENT CENTERS OF AMERICA INC | 18 | 18 | 0.94% | 1.24% | 1.48% | Q2 2013 | Q3 2017 | 18 |
Cerity Partners LLC | 12 | 5 | 0.01% | 0.03% | 0.13% | Q2 2019 | Q3 2023 | 17 |
FIRST MERCHANTS CORP | 17 | 17 | 0.04% | 0.08% | 0.15% | Q3 2019 | Q3 2023 | 17 |
Horizon Investments, LLC | 15 | 1 | 0.00% | 0.18% | 1.74% | Q2 2015 | Q3 2023 | 17 |
KMG FIDUCIARY PARTNERS, LLC | 7 | 3 | 0.04% | 0.23% | 0.43% | Q4 2018 | Q3 2023 | 17 |
Principle Wealth Partners LLC | 17 | 17 | 0.03% | 0.06% | 0.10% | Q3 2019 | Q3 2023 | 17 |
Concert Wealth Management Inc. | 17 | 17 | 0.18% | 0.26% | 0.57% | Q2 2013 | Q2 2017 | 17 |
DONALDSON CAPITAL MANAGEMENT, LLC | 17 | 17 | 0.08% | 0.15% | 0.23% | Q3 2019 | Q3 2023 | 17 |
SIMPLEX TRADING, LLC | 5 | 1 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q3 2023 | 17 |
Concorde Asset Management, LLC | 13 | 1 | 0.19% | 0.52% | 0.79% | Q3 2015 | Q1 2021 | 17 |
PRIO WEALTH LIMITED PARTNERSHIP | 17 | 17 | 0.01% | 0.03% | 0.04% | Q3 2019 | Q3 2023 | 17 |
WINTRUST INVESTMENTS LLC | 17 | 17 | 0.04% | 0.15% | 0.32% | Q3 2016 | Q3 2020 | 17 |
Checchi Capital Advisers, LLC | 17 | 17 | 0.04% | 0.14% | 0.70% | Q3 2019 | Q3 2023 | 17 |
Farmers National Bank | 15 | 2 | 0.66% | 1.19% | 1.45% | Q4 2014 | Q2 2019 | 17 |
Palisade Asset Management, LLC | 9 | 8 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q1 2022 | 17 |
LGL PARTNERS, LLC | 17 | 17 | 0.14% | 0.80% | 1.33% | Q4 2015 | Q4 2019 | 17 |
TimeScale Financial, Inc. | 17 | 17 | 0.06% | 0.11% | 0.21% | Q4 2018 | Q4 2022 | 17 |
1st Global Advisors, Inc. | 17 | 17 | 0.03% | 0.08% | 0.33% | Q2 2013 | Q2 2017 | 17 |
ASSOCIATED BANC-CORP | 17 | 17 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
Geneva Advisors, LLC | 17 | 17 | 0.01% | 0.02% | 0.07% | Q2 2013 | Q2 2017 | 17 |
Pacifica Partners Inc. | 17 | 17 | 0.02% | 0.04% | 0.05% | Q4 2019 | Q4 2023 | 17 |
KELLEHER FINANCIAL ADVISORS | 17 | 17 | 0.28% | 0.44% | 0.66% | Q2 2013 | Q2 2017 | 17 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 13 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 17 |
Renaissance Technologies | 8 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2023 | 17 |
BEACON TRUST CO | 17 | 17 | 0.28% | 0.44% | 0.69% | Q1 2013 | Q1 2017 | 17 |
Apriem Advisors | 16 | 1 | 0.03% | 0.05% | 0.14% | Q2 2013 | Q2 2018 | 17 |
Manifold Partners, LLC | 17 | 17 | 0.93% | 7.64% | 14.40% | Q1 2014 | Q1 2018 | 17 |
Ranch Capital Advisors Inc. | 17 | 17 | 0.31% | 0.54% | 0.82% | Q3 2019 | Q3 2023 | 17 |
Bragg Financial Advisors, Inc | 17 | 17 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q3 2023 | 17 |
GRAND JEAN CAPITAL MANAGEMENT INC | 17 | 17 | 0.11% | 0.25% | 0.43% | Q1 2017 | Q1 2021 | 17 |
Providence First Trust Co | 17 | 17 | 0.24% | 0.63% | 0.74% | Q3 2019 | Q3 2023 | 17 |
Bull Street Advisors, LLC | 17 | 17 | 0.11% | 0.68% | 1.11% | Q3 2019 | Q3 2023 | 17 |
MD Financial Management Inc. | 17 | 17 | 0.83% | 2.90% | 5.95% | Q4 2017 | Q4 2021 | 17 |
IFG Advisory, LLC | 17 | 17 | 0.12% | 0.15% | 0.20% | Q3 2019 | Q3 2023 | 17 |
Lowe Wealth Advisors, LLC | 9 | 8 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q4 2022 | 17 |
MURPHY CAPITAL MANAGEMENT INC | 14 | 1 | 0.02% | 0.27% | 0.84% | Q2 2013 | Q2 2021 | 17 |
1ST SOURCE BANK | 15 | 2 | 0.02% | 0.15% | 0.50% | Q3 2013 | Q1 2021 | 17 |
WFG Advisors, LP | 17 | 17 | 0.12% | 0.18% | 0.24% | Q2 2013 | Q2 2017 | 17 |
Hilton Capital Management, LLC | 9 | 1 | 0.01% | 1.31% | 7.20% | Q2 2015 | Q3 2023 | 17 |
Beacon Harbor Wealth Advisors, Inc. | 13 | 4 | 0.80% | 1.13% | 1.85% | Q2 2019 | Q3 2023 | 17 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 17 | 17 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q3 2022 | 17 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.00% | 0.08% | 0.22% | Q4 2019 | Q3 2023 | 17 |
Spectrum Asset Management, Inc. | 7 | 1 | 0.04% | 16.19% | 54.84% | Q4 2016 | Q3 2023 | 16 |
Strategic Wealth Investment Group, LLC | 16 | 16 | 2.68% | 3.61% | 6.76% | Q4 2019 | Q3 2023 | 16 |
Powell Investment Advisors, LLC | 16 | 16 | 0.99% | 3.08% | 5.64% | Q4 2019 | Q3 2023 | 16 |
Key FInancial Inc | 16 | 16 | 0.35% | 0.97% | 1.95% | Q4 2019 | Q3 2023 | 16 |
BELLEVUE ASSET MANAGEMENT, LLC | 16 | 16 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Bank of Marin | 16 | 16 | 0.97% | 1.23% | 1.44% | Q4 2019 | Q3 2023 | 16 |
Arkfeld Wealth Strategies, L.L.C. | 16 | 16 | 0.20% | 3.52% | 6.91% | Q4 2019 | Q3 2023 | 16 |
S.A. Mason LLC | 16 | 16 | 0.02% | 0.04% | 0.07% | Q4 2019 | Q3 2023 | 16 |
EVOKE WEALTH, LLC | 15 | 1 | 0.00% | 0.02% | 0.05% | Q3 2019 | Q3 2023 | 16 |
XML Financial, LLC | 16 | 16 | 0.18% | 0.34% | 0.62% | Q4 2019 | Q3 2023 | 16 |
SkyOak Wealth, LLC | 16 | 16 | 0.14% | 0.24% | 0.46% | Q4 2019 | Q3 2023 | 16 |
Lineweaver Wealth Advisors, LLC | 16 | 16 | 0.21% | 0.54% | 1.21% | Q4 2019 | Q3 2023 | 16 |
Detalus Advisors, LLC | 16 | 16 | 0.26% | 0.49% | 0.70% | Q4 2019 | Q3 2023 | 16 |
ATTICUS WEALTH MANAGEMENT, LLC | 16 | 16 | 0.07% | 0.77% | 1.57% | Q4 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.01% | 0.07% | 0.13% | Q4 2019 | Q3 2023 | 16 |
THOMPSON DAVIS & CO., INC. | 11 | 1 | 0.01% | 0.07% | 0.20% | Q4 2013 | Q4 2021 | 16 |
BRINKER CAPITAL INC | 11 | 1 | 0.01% | 0.22% | 1.43% | Q4 2013 | Q2 2020 | 16 |
BAR HARBOR WEALTH MANAGEMENT | 14 | 2 | 0.04% | 0.06% | 0.09% | Q3 2019 | Q3 2023 | 16 |
ATWOOD & PALMER INC | 12 | 1 | 0.00% | 0.42% | 1.18% | Q1 2016 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.02% | 0.06% | 0.19% | Q4 2019 | Q3 2023 | 16 |
Allianz Asset Management GmbH | 15 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q1 2022 | 16 |
VNBTrust, National Association | 16 | 16 | 0.09% | 0.14% | 0.17% | Q2 2013 | Q1 2017 | 16 |
Madden Advisory Services, Inc. | 16 | 16 | 0.07% | 2.28% | 3.61% | Q2 2013 | Q1 2017 | 16 |
Samalin Investment Counsel, LLC | 16 | 16 | 0.13% | 0.31% | 0.62% | Q4 2019 | Q3 2023 | 16 |
RWA WEALTH PARTNERS, LLC | 14 | 2 | 0.05% | 0.14% | 0.35% | Q1 2017 | Q3 2023 | 16 |
Baystate Wealth Management LLC | 13 | 3 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 16 |
Stonehearth Capital Management, LLC | 15 | 1 | 0.25% | 0.41% | 0.56% | Q4 2018 | Q4 2022 | 16 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 15 | 1 | 0.01% | 1.30% | 2.92% | Q3 2018 | Q3 2023 | 16 |
Ledyard National Bank | 10 | 3 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2018 | 16 |
SNS Financial Group, LLC | 9 | 2 | 0.06% | 0.22% | 0.84% | Q1 2013 | Q4 2019 | 16 |
Hanson & Doremus Investment Management | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 16 |
Hochman Cole Investment Advisors, Inc. | 9 | 7 | 0.17% | 0.72% | 1.25% | Q4 2015 | Q3 2021 | 16 |
WASHINGTON TRUST Co | 15 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 16 |
BOYS ARNOLD & CO INC | 16 | 16 | 0.04% | 0.07% | 0.11% | Q2 2016 | Q1 2020 | 16 |
FIRST AMERICAN TRUST, FSB | 16 | 16 | 0.05% | 0.13% | 0.18% | Q4 2019 | Q3 2023 | 16 |
RELIANCE TRUST CO OF DELAWARE | 11 | 5 | 0.04% | 0.05% | 0.07% | Q4 2013 | Q1 2019 | 16 |
Winch Advisory Services, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Heritage Wealth Advisors | 16 | 16 | 0.04% | 0.12% | 0.30% | Q4 2018 | Q3 2022 | 16 |
Capstone Financial Advisors, Inc. | 12 | 4 | 0.02% | 0.23% | 0.62% | Q4 2013 | Q3 2021 | 16 |
Newfound Research LLC | 12 | 4 | 1.23% | 3.12% | 5.24% | Q4 2015 | Q4 2019 | 16 |
CUE ADVISORY SERVICES, INC. | 16 | 16 | 0.28% | 0.50% | 1.20% | Q4 2014 | Q3 2018 | 16 |
Efficient Market Advisors, LLC | 16 | 16 | 0.65% | 2.58% | 5.55% | Q2 2013 | Q1 2017 | 16 |
PRENTISS SMITH & CO INC | 16 | 16 | 0.02% | 0.04% | 0.06% | Q4 2014 | Q3 2018 | 16 |
MATRIX PRIVATE CAPITAL GROUP LLC | 16 | 16 | 0.77% | 2.06% | 2.59% | Q4 2019 | Q3 2023 | 16 |
Integrated Advisors Network LLC | 16 | 16 | 0.07% | 0.27% | 0.61% | Q4 2019 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.01% | 0.04% | 0.08% | Q4 2019 | Q3 2023 | 16 |
Wealthspire Advisors, L.P. | 14 | 2 | 0.00% | 0.03% | 0.05% | Q4 2015 | Q2 2020 | 16 |
Fortis Advisors, LLC | 12 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 16 |
Avestar Capital, LLC | 9 | 7 | 0.04% | 0.24% | 0.90% | Q4 2017 | Q4 2021 | 16 |
Parkside Investments, LLC | 14 | 2 | 0.10% | 1.93% | 2.82% | Q2 2018 | Q3 2023 | 16 |
Valeo Financial Advisors, LLC | 15 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 16 |
Clarus Wealth Advisors | 16 | 16 | 0.17% | 0.30% | 0.49% | Q4 2017 | Q3 2021 | 16 |
ISLAY CAPITAL MANAGEMENT, LLC | 16 | 16 | 0.02% | 0.05% | 0.20% | Q4 2019 | Q3 2023 | 16 |
Winthrop Advisory Group LLC | 16 | 16 | 0.05% | 0.08% | 0.18% | Q4 2019 | Q3 2023 | 16 |
Disciplined Investments, LLC | 16 | 16 | 0.87% | 1.39% | 1.74% | Q4 2019 | Q3 2023 | 16 |
Truvestments Capital LLC | 6 | 2 | 0.00% | 0.19% | 1.08% | Q2 2018 | Q4 2022 | 16 |
Vectors Research Management, LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q2 2022 | 16 |
Sowa Financial Group, Inc. | 16 | 16 | 5.97% | 7.32% | 8.61% | Q4 2019 | Q3 2023 | 16 |
Independent Family Office, LLC | 16 | 16 | 0.22% | 0.38% | 0.63% | Q4 2019 | Q3 2023 | 16 |
BALLAST ADVISORS LLC | 16 | 16 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 16 |
Mine & Arao Wealth Creation & Management, LLC. | 16 | 16 | 0.12% | 0.19% | 0.27% | Q4 2019 | Q3 2023 | 16 |
HOWARD WEALTH MANAGEMENT, LLC | 16 | 16 | 2.42% | 2.91% | 4.20% | Q4 2019 | Q3 2023 | 16 |
Element Wealth, LLC | 16 | 16 | 0.01% | 0.05% | 0.08% | Q4 2019 | Q3 2023 | 16 |
Edge Capital Group, LLC | 16 | 16 | 0.02% | 0.06% | 0.09% | Q4 2018 | Q3 2022 | 16 |
HOHIMER WEALTH MANAGEMENT, LLC | 16 | 16 | 0.07% | 0.13% | 0.18% | Q4 2019 | Q3 2023 | 16 |
Liberty Capital Management, Inc. | 12 | 1 | 0.02% | 1.67% | 2.80% | Q3 2017 | Q3 2023 | 15 |
ETRADE Capital Management LLC | 13 | 1 | 0.05% | 0.12% | 0.40% | Q2 2013 | Q4 2019 | 15 |
Cornerstone Wealth Management, LLC | 14 | 1 | 0.03% | 0.11% | 0.28% | Q1 2016 | Q4 2019 | 15 |
PrairieView Partners, LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Sanctuary Wealth Management, L.L.C. | 11 | 1 | 0.04% | 0.46% | 0.75% | Q1 2010 | Q3 2023 | 15 |
Fernwood Investment Management, LLC | 4 | 1 | 0.08% | 0.20% | 0.44% | Q4 2015 | Q4 2021 | 15 |
Pinnacle Bancorp, Inc. | 9 | 1 | 0.02% | 0.03% | 0.05% | Q1 2017 | Q2 2023 | 15 |
HIGH POINT BANK & TRUST CO | 15 | 15 | 0.03% | 0.07% | 0.17% | Q2 2013 | Q4 2016 | 15 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 3 | 0.02% | 0.08% | 0.40% | Q2 2013 | Q2 2021 | 15 |
HERON FINANCIAL GROUP, LLC | 15 | 15 | 0.64% | 2.39% | 4.57% | Q4 2019 | Q2 2023 | 15 |
Full Sail Capital, LLC | 15 | 15 | 0.60% | 1.67% | 3.43% | Q1 2020 | Q3 2023 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.11% | 0.20% | 0.33% | Q1 2020 | Q3 2023 | 15 |
Nichols Asset Management LLC | 15 | 15 | 0.52% | 2.51% | 10.80% | Q2 2013 | Q4 2016 | 15 |
ZEKE CAPITAL ADVISORS, LLC | 15 | 15 | 0.05% | 0.09% | 0.25% | Q2 2019 | Q4 2022 | 15 |
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 15 | 15 | 0.31% | 0.40% | 0.61% | Q2 2016 | Q4 2019 | 15 |
Ipswich Investment Management Co., Inc. | 13 | 1 | 0.00% | 0.23% | 0.39% | Q1 2016 | Q3 2023 | 15 |
Advocacy Wealth Management Services, LLC | 13 | 1 | 0.01% | 0.23% | 0.94% | Q2 2013 | Q2 2021 | 15 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 1 | 0.01% | 0.03% | 0.07% | Q3 2017 | Q3 2023 | 15 |
RMR Wealth Builders | 14 | 1 | 0.04% | 0.14% | 0.27% | Q4 2019 | Q3 2023 | 15 |
Vantage Investment Advisors, LLC | 14 | 1 | 0.00% | 0.03% | 0.06% | Q4 2013 | Q4 2017 | 15 |
Gerber Kawasaki Wealth & Investment Management | 12 | 3 | 0.00% | 0.13% | 0.35% | Q4 2019 | Q3 2023 | 15 |
Krilogy Financial LLC | 9 | 1 | 0.00% | 0.03% | 0.04% | Q3 2015 | Q3 2023 | 15 |
OMERS ADMINISTRATION Corp | 15 | 15 | 0.18% | 0.69% | 3.42% | Q3 2016 | Q1 2020 | 15 |
AT Bancorp | 15 | 15 | 0.04% | 0.20% | 0.49% | Q3 2015 | Q1 2019 | 15 |
QCI ASSET MANAGEMENT INC/NY | 14 | 1 | 0.00% | 0.38% | 1.87% | Q3 2013 | Q1 2020 | 15 |
HHM Wealth Advisors, LLC | 15 | 15 | 0.00% | 0.03% | 0.06% | Q1 2020 | Q3 2023 | 15 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 15 | 15 | 0.00% | 0.13% | 0.38% | Q1 2016 | Q3 2019 | 15 |
Moser Wealth Advisors, LLC | 13 | 2 | 4.72% | 5.94% | 8.09% | Q4 2019 | Q3 2023 | 15 |
Sage Capital Advisors,llc | 15 | 15 | 0.12% | 0.35% | 0.46% | Q2 2017 | Q4 2020 | 15 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 7 | 2 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 15 |
Summit X, LLC | 11 | 4 | 0.06% | 0.20% | 0.46% | Q4 2017 | Q4 2022 | 15 |
Vanguard Capital Wealth Advisors | 9 | 1 | 0.22% | 0.82% | 1.66% | Q4 2017 | Q4 2021 | 15 |
FORTEM FINANCIAL GROUP, LLC | 15 | 15 | 0.25% | 1.21% | 6.74% | Q1 2020 | Q3 2023 | 15 |
Virtue Capital Management, LLC | 7 | 4 | 0.06% | 0.43% | 1.12% | Q4 2017 | Q4 2021 | 15 |
Stolper Co | 15 | 15 | 0.19% | 0.22% | 0.26% | Q1 2020 | Q3 2023 | 15 |
ARS Wealth Advisors, LLC | 8 | 7 | 0.10% | 0.28% | 0.66% | Q2 2014 | Q3 2018 | 15 |
Calamos Advisors LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2022 | 15 |
Chevy Chase Trust Holdings, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2018 | 15 |
Retirement Group, LLC | 14 | 1 | 0.00% | 0.13% | 0.29% | Q4 2019 | Q3 2023 | 15 |
Petix & Botte Co | 12 | 3 | 0.30% | 0.52% | 1.00% | Q4 2019 | Q3 2023 | 15 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 14 | 1 | 0.01% | 0.23% | 1.16% | Q4 2018 | Q3 2023 | 15 |
BNP PARIBAS FINANCIAL MARKETS | 6 | 1 | 0.00% | 0.01% | 0.04% | Q3 2015 | Q3 2023 | 15 |
LIBERTY WEALTH MANAGEMENT LLC | 13 | 1 | 0.01% | 0.11% | 0.20% | Q4 2018 | Q1 2023 | 15 |
IBERIABANK CORP | 15 | 15 | 0.08% | 0.14% | 0.21% | Q4 2016 | Q2 2020 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.25% | 0.45% | 0.94% | Q2 2013 | Q4 2016 | 15 |
INTEGRATED WEALTH COUNSEL, LLC | 15 | 15 | 0.04% | 1.15% | 6.38% | Q2 2013 | Q4 2016 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.08% | 0.14% | 0.21% | Q1 2020 | Q3 2023 | 15 |
Cribstone Capital Management, LLC | 14 | 1 | 0.03% | 0.04% | 0.07% | Q2 2016 | Q1 2022 | 15 |
Canton Hathaway, LLC | 9 | 6 | 0.04% | 0.09% | 0.14% | Q3 2018 | Q4 2022 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.16% | 0.25% | 0.46% | Q2 2016 | Q4 2019 | 15 |
Stelac Advisory Services LLC | 11 | 1 | 0.07% | 0.14% | 0.33% | Q2 2018 | Q1 2023 | 15 |
Red Spruce Capital, LLC | 13 | 2 | 0.16% | 0.33% | 0.49% | Q4 2019 | Q4 2023 | 15 |
EXENCIAL WEALTH ADVISORS, LLC | 8 | 7 | 0.04% | 0.65% | 1.25% | Q4 2019 | Q3 2023 | 15 |
OXFORD FINANCIAL GROUP, LTD. LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
EATON VANCE MANAGEMENT | 15 | 15 | 0.02% | 0.05% | 0.11% | Q1 2019 | Q3 2022 | 15 |
BROOKS, MOORE & ASSOCIATES, INC. | 14 | 14 | 1.30% | 1.73% | 1.96% | Q4 2018 | Q1 2022 | 14 |
Iowa State Bank | 6 | 2 | 0.11% | 0.13% | 0.18% | Q2 2013 | Q2 2017 | 14 |
Longer Investments Inc. | 8 | 6 | 2.06% | 3.45% | 4.98% | Q4 2013 | Q1 2019 | 14 |
Tower Research Capital LLC (TRC) | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2022 | 14 |
Busey Bank | 9 | 5 | 0.02% | 0.07% | 0.14% | Q4 2018 | Q3 2023 | 14 |
BANK OF STOCKTON | 5 | 4 | 0.11% | 0.47% | 1.32% | Q3 2015 | Q3 2023 | 14 |
Nikulski Financial, Inc. | 14 | 14 | 0.15% | 0.92% | 1.74% | Q4 2017 | Q1 2021 | 14 |
WATERS PARKERSON & CO., LLC | 10 | 1 | 0.02% | 0.03% | 0.04% | Q1 2015 | Q2 2022 | 14 |
Allen Capital Group, LLC | 7 | 3 | 0.00% | 0.05% | 0.13% | Q2 2019 | Q4 2021 | 14 |
Stonebridge Capital Advisors LLC | 11 | 3 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q3 2023 | 14 |
FFT WEALTH MANAGEMENT LLC | 14 | 14 | 0.10% | 0.92% | 3.07% | Q4 2015 | Q1 2019 | 14 |
AXA S.A. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2017 | 14 |
Northwest Bancshares, Inc. | 14 | 14 | 0.38% | 0.69% | 0.92% | Q2 2020 | Q3 2023 | 14 |
SUMMIT FINANCIAL GROUP, INC. | 8 | 6 | 0.28% | 1.16% | 1.54% | Q1 2020 | Q3 2023 | 14 |
SevenBridge Financial Group, LLC | 13 | 1 | 0.00% | 0.03% | 0.27% | Q2 2016 | Q4 2021 | 14 |
Annex Advisory Services, LLC | 12 | 2 | 0.08% | 0.37% | 0.71% | Q2 2013 | Q3 2023 | 14 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 14 | 14 | 0.07% | 0.19% | 0.30% | Q4 2019 | Q1 2023 | 14 |
3D ASSET MANAGEMENT, INC | 14 | 14 | 0.11% | 0.13% | 0.14% | Q2 2013 | Q3 2016 | 14 |
Mosaic Family Wealth, LLC | 14 | 14 | 0.03% | 0.04% | 0.04% | Q4 2015 | Q1 2019 | 14 |
BKS ADVISORS, LLC | 12 | 2 | 0.11% | 0.21% | 0.28% | Q1 2015 | Q1 2019 | 14 |
ACG Wealth | 13 | 1 | 0.06% | 0.14% | 0.26% | Q2 2013 | Q3 2019 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2022 | 14 |
Betterment LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 14 |
PRUDENTIAL PLC | 13 | 1 | 0.00% | 0.01% | 0.04% | Q3 2016 | Q3 2023 | 14 |
Bowie Capital Management, LLC | 7 | 7 | 0.06% | 0.13% | 0.57% | Q1 2020 | Q3 2023 | 14 |
RPg Family Wealth Advisory, LLC | 9 | 1 | 0.03% | 0.52% | 1.02% | Q2 2017 | Q3 2023 | 14 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 7 | 3 | 0.00% | 1.09% | 5.69% | Q4 2017 | Q3 2023 | 14 |
Pure Financial Advisors, LLC | 14 | 14 | 0.05% | 0.38% | 0.48% | Q3 2020 | Q4 2023 | 14 |
Kerntke Otto McGlone Wealth Management Group | 7 | 1 | 2.22% | 3.75% | 6.63% | Q4 2019 | Q3 2023 | 14 |
Shinko Asset Management Co., Ltd. | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2016 | 14 |
Texas Capital Bank Wealth Management Services Inc | 14 | 14 | 0.03% | 0.06% | 0.09% | Q2 2020 | Q3 2023 | 14 |
Bell Rock Capital LLC | 13 | 1 | 0.10% | 0.17% | 0.23% | Q4 2016 | Q4 2021 | 14 |
CORRADO ADVISORS, LLC | 14 | 14 | 1.66% | 2.12% | 2.79% | Q2 2020 | Q3 2023 | 14 |
WILLIAMS JONES & ASSOCIATES LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2018 | 14 |
Robertson Stephens Wealth Management, LLC | 8 | 1 | 0.02% | 0.13% | 0.41% | Q4 2018 | Q3 2023 | 14 |
Moisand Fitzgerald Tamayo, LLC | 13 | 1 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 14 |
BENJAMIN EDWARDS INC | 14 | 14 | 0.15% | 0.85% | 1.81% | Q2 2020 | Q3 2023 | 14 |
Tiller Private Wealth, Inc. | 10 | 4 | 0.16% | 3.36% | 5.93% | Q4 2015 | Q1 2023 | 14 |
Grandview Asset Management LLC | 6 | 1 | 0.32% | 1.16% | 2.16% | Q3 2019 | Q3 2023 | 14 |
ZACKS INVESTMENT MANAGEMENT | 5 | 1 | 0.01% | 0.04% | 0.14% | Q2 2013 | Q3 2023 | 14 |
Atlas Private Wealth Advisors | 14 | 14 | 0.54% | 1.38% | 2.81% | Q2 2020 | Q3 2023 | 14 |
Prudent Man Advisors, LLC | 14 | 14 | 0.08% | 0.11% | 0.21% | Q2 2020 | Q3 2023 | 14 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.07% | 0.25% | 0.44% | Q4 2019 | Q3 2023 | 14 |
Milestone Advisory Partners | 14 | 14 | 0.15% | 0.17% | 0.22% | Q1 2018 | Q2 2021 | 14 |
Westover Capital Advisors, LLC | 13 | 1 | 0.11% | 1.80% | 3.23% | Q1 2019 | Q3 2023 | 14 |
Formidable Asset Management, LLC | 11 | 3 | 0.05% | 0.07% | 0.19% | Q3 2013 | Q4 2019 | 14 |
HERITAGE INVESTORS MANAGEMENT CORP | 14 | 14 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2022 | 14 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 13 | 1 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2018 | 14 |
Independent Portfolio Consultants, Inc. | 14 | 14 | 0.11% | 0.43% | 0.91% | Q1 2014 | Q2 2017 | 14 |
EASTERN BANK | 13 | 13 | 0.03% | 0.08% | 0.24% | Q2 2013 | Q2 2016 | 13 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 13 | 13 | 0.01% | 0.11% | 0.22% | Q4 2016 | Q4 2019 | 13 |
Arkadios Wealth Advisors | 10 | 1 | 0.02% | 0.06% | 0.21% | Q4 2019 | Q3 2023 | 13 |
Guidant Wealth Advisors | 13 | 13 | 0.26% | 2.15% | 3.87% | Q3 2016 | Q3 2019 | 13 |
TRANSCEND CAPITAL ADVISORS, LLC | 13 | 13 | 0.07% | 0.12% | 0.32% | Q3 2020 | Q3 2023 | 13 |
Willingdon Wealth Management | 13 | 13 | 0.09% | 2.85% | 4.45% | Q1 2017 | Q1 2020 | 13 |
Kessler Investment Group, LLC | 12 | 1 | 0.01% | 0.04% | 0.24% | Q3 2013 | Q4 2018 | 13 |
AM INVESTMENT STRATEGIES LLC | 13 | 13 | 0.17% | 0.35% | 1.09% | Q3 2020 | Q3 2023 | 13 |
Abbrea Capital, LLC | 13 | 13 | 0.05% | 0.12% | 0.21% | Q4 2016 | Q4 2019 | 13 |
Sabal Trust CO | 10 | 3 | 0.02% | 0.03% | 0.05% | Q2 2019 | Q3 2022 | 13 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 8 | 1 | 0.02% | 0.05% | 0.20% | Q1 2017 | Q3 2023 | 13 |
ADELL HARRIMAN & CARPENTER INC | 13 | 13 | 0.05% | 0.20% | 0.50% | Q3 2020 | Q3 2023 | 13 |
Cornerstone Capital, Inc. | 13 | 13 | 0.07% | 0.16% | 0.22% | Q3 2020 | Q3 2023 | 13 |
Financial Insights, Inc. | 11 | 1 | 0.08% | 0.21% | 0.30% | Q4 2018 | Q3 2023 | 13 |
Invst, LLC | 11 | 2 | 0.08% | 0.18% | 0.31% | Q1 2020 | Q3 2023 | 13 |
Cordatus Wealth Management LLC | 4 | 1 | 0.11% | 0.76% | 1.23% | Q1 2019 | Q2 2023 | 13 |
Atlantic Union Bankshares Corp | 13 | 13 | 0.05% | 0.06% | 0.07% | Q3 2020 | Q3 2023 | 13 |
Lehman & Derafelo Financial Resources LLC | 11 | 2 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2022 | 13 |
Ballentine Partners, LLC | 8 | 2 | 0.01% | 0.03% | 0.06% | Q2 2017 | Q3 2023 | 13 |
CGN Advisors LLC | 13 | 13 | 0.07% | 0.16% | 0.27% | Q4 2020 | Q4 2023 | 13 |
BROWN BROTHERS HARRIMAN & CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 13 |
PagnatoKarp Partners LLC | 13 | 13 | 0.71% | 4.47% | 11.20% | Q1 2017 | Q1 2020 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.05% | 0.13% | 0.21% | Q3 2020 | Q3 2023 | 13 |
Zions Bancorporation | 13 | 13 | 0.09% | 0.35% | 1.53% | Q1 2015 | Q1 2018 | 13 |
Yellowstone Partners, LLC | 12 | 1 | 0.14% | 0.23% | 0.53% | Q4 2013 | Q3 2017 | 13 |
Investors Capital Advisory Services | 13 | 13 | 0.24% | 0.34% | 0.46% | Q2 2013 | Q2 2016 | 13 |
SHINE INVESTMENT ADVISORY SERVICES INC | 9 | 4 | 0.00% | 2.22% | 7.38% | Q4 2016 | Q2 2020 | 13 |
1834 INVESTMENT ADVISORS CO | 9 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2022 | 13 |
Windsor Wealth Management, Inc. | 13 | 13 | 0.11% | 0.41% | 0.84% | Q3 2020 | Q3 2023 | 13 |
Money Design Co.,Ltd. | 11 | 2 | 0.27% | 0.74% | 2.06% | Q3 2017 | Q2 2021 | 13 |
Raab & Moskowitz Asset Management LLC | 3 | 1 | 0.01% | 0.11% | 0.24% | Q4 2014 | Q3 2023 | 13 |
Inscription Capital, LLC | 8 | 5 | 0.07% | 0.23% | 0.38% | Q4 2018 | Q3 2022 | 13 |
Invesco Ltd. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2016 | 13 |
State of Tennessee, Treasury Department | 9 | 1 | 0.00% | 0.05% | 0.18% | Q4 2017 | Q3 2021 | 13 |
VSR Financial Services, Inc. | 13 | 13 | 0.20% | 0.40% | 0.87% | Q2 2013 | Q2 2016 | 13 |
MAGNOLIA CAPITAL ADVISORS LLC | 13 | 13 | 0.15% | 0.30% | 0.68% | Q2 2020 | Q2 2023 | 13 |
APPLETON GROUP, LLC | 12 | 1 | 0.30% | 2.78% | 6.53% | Q4 2013 | Q4 2022 | 13 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 11 | 1 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q1 2021 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.11% | 0.16% | 0.29% | Q3 2020 | Q3 2023 | 13 |
UNITED BANK | 13 | 13 | 0.03% | 0.04% | 0.05% | Q3 2020 | Q3 2023 | 13 |
Benchmark Financial Wealth Advisors, LLC | 10 | 3 | 0.14% | 0.30% | 0.63% | Q3 2018 | Q1 2022 | 13 |
PRING TURNER CAPITAL GROUP INC | 8 | 1 | 0.04% | 1.33% | 3.95% | Q4 2013 | Q3 2023 | 13 |
ICONIQ Capital, LLC | 12 | 1 | 1.78% | 4.78% | 25.07% | Q1 2013 | Q2 2016 | 13 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 13 |
OPUS INVESTMENT MANAGEMENT INC | 8 | 5 | 0.03% | 0.15% | 0.20% | Q1 2018 | Q2 2021 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.09% | 0.19% | 0.26% | Q3 2020 | Q3 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.03% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 13 |
FIRSTMERIT BANK N A TRUSTEE | 13 | 13 | 0.17% | 0.19% | 0.20% | Q2 2013 | Q2 2016 | 13 |
Intellectus Partners, LLC | 8 | 2 | 0.03% | 0.08% | 0.12% | Q4 2016 | Q1 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.10% | 0.17% | 0.26% | Q3 2020 | Q3 2023 | 13 |
Round Table Services, LLC | 11 | 2 | 0.08% | 0.13% | 0.20% | Q4 2014 | Q3 2018 | 13 |
BEAM WEALTH ADVISORS, INC. | 6 | 3 | 0.18% | 0.42% | 1.03% | Q4 2019 | Q3 2023 | 13 |
SHUFRO ROSE & CO LLC | 13 | 13 | 0.07% | 0.10% | 0.18% | Q3 2020 | Q3 2023 | 13 |
HMS Capital Management, LLC | 11 | 2 | 0.11% | 1.90% | 4.70% | Q3 2016 | Q4 2022 | 13 |
TIEMANN INVESTMENT ADVISORS, LLC | 13 | 13 | 0.21% | 0.26% | 0.32% | Q3 2015 | Q3 2018 | 13 |
Procyon Advisors, LLC | 11 | 2 | 0.00% | 0.12% | 0.22% | Q1 2020 | Q3 2023 | 13 |
MOSELEY INVESTMENT MANAGEMENT INC | 13 | 13 | 0.13% | 0.30% | 0.56% | Q1 2019 | Q1 2022 | 13 |
SPINNAKER TRUST | 11 | 2 | 0.02% | 0.21% | 0.61% | Q1 2014 | Q3 2022 | 13 |
LVW Advisors, LLC | 9 | 4 | 0.11% | 0.21% | 0.44% | Q4 2014 | Q1 2018 | 13 |
Venture Visionary Partners LLC | 12 | 12 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
First PREMIER Bank | 10 | 2 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q4 2020 | 12 |
Tactical Allocation Group LLC | 12 | 12 | 1.37% | 3.76% | 12.79% | Q3 2013 | Q2 2016 | 12 |
SANDERS MORRIS HARRIS LLC | 7 | 2 | 0.04% | 0.06% | 0.12% | Q3 2019 | Q3 2023 | 12 |
COMERICA SECURITIES,INC. | 7 | 5 | 0.02% | 0.18% | 0.36% | Q1 2019 | Q3 2023 | 12 |
WASATCH ADVISORS LP | 12 | 12 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q4 2016 | 12 |
HHG & Company, LLC | 12 | 12 | 0.75% | 0.92% | 1.04% | Q2 2013 | Q1 2016 | 12 |
HUTCHENS INVESTMENT MANAGEMENT INC | 8 | 4 | 0.00% | 1.28% | 1.60% | Q4 2014 | Q4 2017 | 12 |
SMITH HAYES Advisers, Inc | 12 | 12 | 0.11% | 0.15% | 0.22% | Q2 2013 | Q1 2016 | 12 |
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 7 | 1 | 0.09% | 0.22% | 0.30% | Q3 2016 | Q4 2020 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.04% | 0.07% | 0.14% | Q4 2020 | Q3 2023 | 12 |
Concentrum Wealth Management | 11 | 1 | 0.10% | 0.32% | 0.64% | Q4 2018 | Q4 2021 | 12 |
Cadent Capital Advisors, LLC | 12 | 12 | 0.15% | 0.46% | 2.45% | Q4 2020 | Q3 2023 | 12 |
Corbenic Partners LLC | 12 | 12 | 0.00% | 2.22% | 4.54% | Q1 2015 | Q4 2017 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.08% | 0.13% | 0.21% | Q4 2020 | Q3 2023 | 12 |
Evolution Wealth Advisors, LLC | 12 | 12 | 0.09% | 0.13% | 0.17% | Q4 2020 | Q3 2023 | 12 |
INSIGHT 2811, INC. | 4 | 1 | 0.20% | 0.53% | 1.22% | Q1 2015 | Q1 2022 | 12 |
Apollon Wealth Management, LLC | 11 | 1 | 0.03% | 0.20% | 0.31% | Q2 2020 | Q3 2023 | 12 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 9 | 1 | 0.00% | 0.04% | 0.06% | Q3 2018 | Q4 2022 | 12 |
Asset Advisors Investment Management, LLC | 12 | 12 | 0.01% | 0.06% | 0.11% | Q1 2019 | Q4 2021 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.20% | 0.59% | 1.28% | Q4 2018 | Q3 2021 | 12 |
TAP Consulting, LLC | 11 | 1 | 0.83% | 2.56% | 4.05% | Q1 2019 | Q1 2022 | 12 |
Charter Oak Capital Management, LLC | 12 | 12 | 0.04% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Foundations Investment Advisors, LLC | 9 | 1 | 0.01% | 1.86% | 8.52% | Q4 2018 | Q4 2022 | 12 |
Mayfair Advisory Group, LLC | 12 | 12 | 0.39% | 0.58% | 1.01% | Q4 2019 | Q3 2022 | 12 |
Braun-Bostich & Associates Inc. | 7 | 1 | 0.02% | 0.50% | 5.71% | Q4 2017 | Q4 2021 | 12 |
Quaker Wealth Management, LLC | 6 | 6 | 3.97% | 6.71% | 8.39% | Q4 2019 | Q1 2023 | 12 |
ROCKEFELLER FINANCIAL SERVICES INC | 8 | 4 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2016 | 12 |
GPS Wealth Strategies Group, LLC | 12 | 12 | 0.05% | 0.10% | 0.13% | Q4 2020 | Q3 2023 | 12 |
OPPENHEIMER ASSET MANAGEMENT INC. | 12 | 12 | 0.01% | 0.01% | 0.03% | Q1 2017 | Q4 2019 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Hoxton Financial, Inc. | 12 | 12 | 2.96% | 4.02% | 6.79% | Q2 2013 | Q1 2016 | 12 |
TORONTO DOMINION BANK | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2020 | 12 |
NewFocus Financial Group, LLC | 9 | 3 | 0.07% | 0.13% | 0.17% | Q3 2017 | Q4 2020 | 12 |
Accel Wealth Management | 12 | 12 | 0.65% | 1.01% | 1.40% | Q4 2020 | Q3 2023 | 12 |
LifePro Asset Management | 12 | 12 | 0.23% | 0.64% | 2.07% | Q4 2020 | Q3 2023 | 12 |
Falcon Wealth Planning | 12 | 12 | 0.32% | 1.91% | 3.21% | Q4 2020 | Q3 2023 | 12 |
Journey Advisory Group, LLC | 12 | 12 | 0.06% | 0.08% | 0.12% | Q4 2020 | Q3 2023 | 12 |
TOMPKINS FINANCIAL CORP | 6 | 6 | 0.00% | 0.03% | 0.08% | Q4 2017 | Q2 2023 | 12 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 12 | 12 | 0.05% | 0.09% | 0.26% | Q4 2020 | Q3 2023 | 12 |
Jacobsen Capital Management | 9 | 3 | 0.12% | 0.42% | 1.31% | Q2 2019 | Q2 2022 | 12 |
Running Point Capital Advisors, LLC | 12 | 12 | 0.00% | 0.03% | 0.11% | Q4 2020 | Q3 2023 | 12 |
BALDWIN BROTHERS LLC/MA | 7 | 2 | 0.00% | 0.06% | 0.19% | Q2 2013 | Q2 2023 | 12 |
TCG Advisory Services, LLC | 12 | 12 | 0.10% | 0.55% | 1.44% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.06% | 0.14% | 0.24% | Q4 2020 | Q3 2023 | 12 |
Williams Jones Wealth Management, LLC. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q4 2022 | 12 |
BOOTHBAY FUND MANAGEMENT, LLC | 5 | 3 | 0.03% | 0.14% | 0.30% | Q2 2016 | Q4 2019 | 12 |
Dana Investment Advisors, Inc. | 11 | 1 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2023 | 12 |
Charles Schwab Trust Co | 12 | 12 | 0.09% | 0.49% | 0.86% | Q4 2020 | Q3 2023 | 12 |
DB Wealth Management Group, LLC | 12 | 12 | 0.33% | 0.57% | 0.79% | Q4 2020 | Q3 2023 | 12 |
Icon Wealth Partners, LLC | 6 | 1 | 0.00% | 0.05% | 0.14% | Q2 2018 | Q3 2023 | 12 |
Csenge Advisory Group | 7 | 1 | 0.01% | 0.04% | 0.08% | Q3 2017 | Q3 2023 | 12 |
CoreFirst Bank & Trust | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
FOCUS Wealth Advisors, LLC | 12 | 12 | 1.32% | 1.45% | 1.61% | Q4 2020 | Q3 2023 | 12 |
SAX WEALTH ADVISORS, LLC | 12 | 12 | 0.62% | 1.14% | 1.56% | Q4 2020 | Q3 2023 | 12 |
WESPAC Advisors SoCal, LLC | 10 | 2 | 0.04% | 0.12% | 0.44% | Q4 2015 | Q4 2018 | 12 |
Global Financial Private Capital, Inc | 12 | 12 | 0.01% | 0.04% | 0.16% | Q3 2017 | Q2 2020 | 12 |
Pacific Center for Financial Services | 8 | 1 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q1 2022 | 12 |
STEEL GROVE CAPITAL ADVISORS, LLC | 8 | 4 | 0.05% | 0.21% | 0.75% | Q2 2013 | Q4 2017 | 12 |
Moloney Securities Asset Management, LLC | 7 | 5 | 0.06% | 0.08% | 0.12% | Q4 2017 | Q1 2022 | 12 |
Merrion Investment Management Co, LLC | 12 | 12 | 0.26% | 0.28% | 0.32% | Q4 2020 | Q3 2023 | 12 |
Chesley Taft & Associates LLC | 12 | 12 | 0.04% | 0.19% | 0.28% | Q4 2015 | Q3 2018 | 12 |
TWO SIGMA SECURITIES, LLC | 4 | 1 | 0.00% | 0.08% | 0.32% | Q4 2015 | Q3 2023 | 12 |
UBS AG | 6 | 6 | 0.00% | 0.05% | 0.16% | Q2 2013 | Q3 2014 | 12 |
Willis Johnson & Associates, Inc. | 12 | 12 | 0.06% | 0.12% | 0.19% | Q4 2020 | Q3 2023 | 12 |
Towercrest Capital Management | 12 | 12 | 1.02% | 2.45% | 3.04% | Q4 2014 | Q3 2017 | 12 |
Faithward Advisors, LLC | 10 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 12 |
Asset Planning Services, Ltd. | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2019 | 12 |
SUNFLOWER BANK, NA WEALTH MANAGEMENT | 12 | 12 | 0.25% | 0.34% | 0.51% | Q4 2017 | Q3 2020 | 12 |
HOEY INVESTMENTS, INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Guardian Wealth Advisors, LLC | 12 | 12 | 0.23% | 3.61% | 5.15% | Q4 2020 | Q3 2023 | 12 |
NewEdge Wealth, LLC | 12 | 12 | 0.14% | 0.28% | 0.66% | Q4 2020 | Q3 2023 | 12 |
Catamount Wealth Management | 12 | 12 | 0.04% | 0.24% | 0.82% | Q2 2016 | Q1 2019 | 12 |
Bristlecone Advisors, LLC | 12 | 12 | 0.01% | 0.06% | 0.08% | Q3 2020 | Q2 2023 | 12 |
Granite Investment Advisors, LLC | 10 | 1 | 0.07% | 0.12% | 0.28% | Q4 2017 | Q3 2021 | 11 |
Blue Chip Wealth Management, Inc. | 11 | 11 | 0.17% | 0.34% | 0.64% | Q1 2018 | Q3 2020 | 11 |
NATIXIS ADVISORS, L.P. | 11 | 11 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2015 | 11 |
Pinnacle Summer Investments, Inc. | 11 | 11 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2015 | 11 |
BOK Financial Private Wealth, Inc. | 6 | 5 | 0.00% | 0.08% | 0.20% | Q3 2020 | Q3 2023 | 11 |
Cohen Klingenstein LLC | 11 | 11 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q3 2021 | 11 |
MARCO INVESTMENT MANAGEMENT LLC | 9 | 2 | 0.08% | 0.15% | 0.21% | Q3 2014 | Q3 2017 | 11 |
Weiss Asset Management LP | 6 | 5 | 0.23% | 1.70% | 3.96% | Q4 2018 | Q4 2022 | 11 |
Wealth Enhancement & Preservation of GA, LLC | 11 | 11 | 0.24% | 0.69% | 3.80% | Q1 2020 | Q3 2022 | 11 |
Baldrige Asset Management LLC | 11 | 11 | 0.56% | 0.76% | 0.93% | Q3 2020 | Q1 2023 | 11 |
PATTON ALBERTSON MILLER GROUP, LLC | 9 | 2 | 0.09% | 0.15% | 0.22% | Q3 2014 | Q4 2017 | 11 |
CURIAN CAPITAL LLC | 11 | 11 | 0.96% | 1.48% | 1.95% | Q2 2013 | Q4 2015 | 11 |
Antonetti Capital Management LLC | 6 | 1 | 0.00% | 0.84% | 1.97% | Q2 2010 | Q4 2022 | 11 |
Spire Wealth Management | 11 | 11 | 0.05% | 0.11% | 0.20% | Q1 2021 | Q3 2023 | 11 |
BANK OF NOVA SCOTIA | 10 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 11 |
Connecticut Wealth Management, LLC | 7 | 1 | 0.02% | 0.08% | 0.20% | Q2 2019 | Q3 2023 | 11 |
BlackRock Fund Advisors | 8 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.01% | 0.04% | 0.06% | Q4 2020 | Q2 2023 | 11 |
Legacy Capital Wealth Partners, LLC | 9 | 2 | 0.30% | 0.98% | 1.80% | Q4 2020 | Q3 2023 | 11 |
LBA Wealth Management, LLC | 11 | 11 | 0.03% | 0.07% | 0.18% | Q3 2014 | Q1 2017 | 11 |
AVIANCE CAPITAL MANAGEMENT, LLC | 11 | 11 | 0.63% | 1.03% | 2.42% | Q3 2016 | Q1 2019 | 11 |
ATHERTON LANE ADVISERS, LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2015 | 11 |
Aldebaran Financial Inc. | 11 | 11 | 0.42% | 0.50% | 0.56% | Q4 2013 | Q2 2016 | 11 |
Bramshill Investments, LLC | 5 | 1 | 0.01% | 4.94% | 19.30% | Q4 2017 | Q3 2022 | 11 |
Summit Place Financial Advisors, LLC | 11 | 11 | 0.18% | 0.26% | 0.38% | Q1 2021 | Q3 2023 | 11 |
SAGE FINANCIAL GROUP INC | 11 | 11 | 0.08% | 0.61% | 2.96% | Q2 2020 | Q4 2022 | 11 |
CMG Global Holdings, LLC | 11 | 11 | 1.08% | 1.65% | 2.20% | Q1 2021 | Q3 2023 | 11 |
Core Wealth Advisors, Inc. | 11 | 11 | 0.01% | 0.38% | 1.57% | Q4 2019 | Q2 2022 | 11 |
Robbins Farley | 11 | 11 | 0.01% | 0.98% | 2.13% | Q1 2021 | Q3 2023 | 11 |
Ameritas Investment Company, LLC | 11 | 11 | 0.08% | 0.19% | 0.43% | Q1 2019 | Q3 2021 | 11 |
Highstreet Asset Management Inc. | 11 | 11 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q4 2019 | 11 |
Main Management LLC | 11 | 11 | 0.06% | 0.66% | 1.16% | Q3 2020 | Q1 2023 | 11 |
Golden Green, Inc. | 9 | 2 | 1.30% | 3.37% | 4.92% | Q4 2020 | Q3 2023 | 11 |
Quantitative Advantage, LLC | 10 | 1 | 0.57% | 0.71% | 1.37% | Q2 2013 | Q3 2016 | 11 |
Bradley & Co. Private Wealth Management, LLC | 11 | 11 | 0.04% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 11 |
Grove Bank & Trust | 7 | 4 | 0.07% | 0.13% | 0.22% | Q3 2016 | Q2 2023 | 11 |
SUN LIFE FINANCIAL INC | 11 | 11 | 0.01% | 0.04% | 0.06% | Q1 2017 | Q3 2019 | 11 |
Sierra Capital LLC | 11 | 11 | 0.33% | 0.45% | 0.54% | Q1 2021 | Q3 2023 | 11 |
McClarren Financial Advisors, Inc. | 6 | 5 | 0.10% | 0.12% | 0.14% | Q4 2020 | Q3 2023 | 11 |
Silver Lake Advisory, LLC | 11 | 11 | 0.44% | 0.74% | 1.37% | Q1 2020 | Q3 2022 | 11 |
COMERICA SECURITIES INC | 5 | 1 | 0.03% | 0.17% | 0.36% | Q1 2015 | Q4 2018 | 11 |
Proficio Capital Partners LLC | 8 | 1 | 0.00% | 0.18% | 0.97% | Q4 2015 | Q4 2022 | 11 |
Squar Milner Financial Services LLC | 11 | 11 | 0.41% | 1.04% | 1.88% | Q4 2017 | Q2 2020 | 11 |
Lumature Wealth Partners, LLC | 11 | 11 | 0.14% | 0.19% | 0.34% | Q4 2020 | Q2 2023 | 11 |
Signature Wealth Management Partners, LLC | 11 | 11 | 0.20% | 0.25% | 0.28% | Q4 2020 | Q2 2023 | 11 |
David J Yvars Group | 11 | 11 | 0.66% | 1.04% | 1.30% | Q4 2020 | Q2 2023 | 11 |
ALBION FINANCIAL GROUP /UT | 10 | 1 | 0.14% | 0.27% | 0.36% | Q4 2020 | Q3 2023 | 11 |
V Wealth Advisors LLC | 4 | 1 | 0.05% | 0.53% | 1.21% | Q4 2016 | Q2 2022 | 11 |
FC Advisory LLC | 11 | 11 | 0.20% | 0.61% | 0.82% | Q2 2021 | Q4 2023 | 11 |
SP Asset Management | 11 | 11 | 0.10% | 2.91% | 6.24% | Q1 2020 | Q3 2022 | 11 |
Harvest Investment Services, LLC | 11 | 11 | 0.13% | 0.20% | 0.32% | Q1 2019 | Q3 2021 | 11 |
TrueWealth Advisors, LLC | 11 | 11 | 0.12% | 1.30% | 3.73% | Q1 2021 | Q3 2023 | 11 |
Sumitomo Mitsui Trust Holdings, Inc. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2019 | 11 |
Bard Financial Services, Inc. | 11 | 11 | 0.86% | 1.80% | 2.13% | Q4 2020 | Q2 2023 | 11 |
GSB Wealth Management, LLC | 11 | 11 | 0.26% | 0.78% | 0.98% | Q1 2021 | Q3 2023 | 11 |
MCDONALD PARTNERS LLC | 7 | 4 | 0.08% | 0.15% | 0.23% | Q4 2020 | Q3 2023 | 11 |
Meristem Family Wealth, LLC | 11 | 11 | 0.02% | 0.08% | 0.11% | Q3 2019 | Q1 2022 | 11 |
Ratio Wealth Group | 9 | 2 | 0.86% | 1.28% | 1.98% | Q4 2020 | Q3 2023 | 11 |
COLLECTIVE FAMILY OFFICE LLC | 11 | 11 | 0.24% | 1.44% | 2.48% | Q1 2021 | Q3 2023 | 11 |
Paradigm Financial Advisors, LLC | 11 | 11 | 0.06% | 0.14% | 0.22% | Q2 2019 | Q4 2021 | 11 |
EVERMAY WEALTH MANAGEMENT LLC | 7 | 4 | 0.00% | 0.07% | 0.20% | Q4 2017 | Q4 2022 | 11 |
Oliver Luxxe Assets LLC | 11 | 11 | 0.28% | 2.34% | 6.28% | Q4 2015 | Q2 2018 | 11 |
Capital Advisors Wealth Management, LLC | 11 | 11 | 0.13% | 1.07% | 2.80% | Q1 2021 | Q3 2023 | 11 |
BHK Investment Advisors, LLC | 11 | 11 | 0.12% | 0.25% | 0.35% | Q1 2018 | Q3 2020 | 11 |
Curran Financial Partners, LLC | 11 | 11 | 0.23% | 1.18% | 1.79% | Q1 2021 | Q3 2023 | 11 |
Northstar Advisory Group, LLC | 8 | 3 | 0.64% | 0.83% | 1.14% | Q4 2020 | Q3 2023 | 11 |
Piscataqua Savings Bank | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
EPG Wealth Management LLC | 5 | 3 | 0.01% | 0.09% | 0.29% | Q4 2019 | Q3 2023 | 11 |
NWAM LLC | 7 | 4 | 0.08% | 0.25% | 0.37% | Q1 2013 | Q1 2018 | 11 |
Aft, Forsyth & Sober, LLC | 10 | 10 | 0.57% | 4.34% | 8.12% | Q4 2019 | Q1 2022 | 10 |
HARVEST VOLATILITY MANAGEMENT LLC | 8 | 2 | 0.01% | 2.01% | 19.33% | Q4 2020 | Q3 2023 | 10 |
PSI Advisors, LLC | 9 | 1 | 0.01% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 10 |
Lyons Wealth Management, LLC. | 6 | 1 | 0.00% | 0.79% | 2.04% | Q2 2013 | Q2 2018 | 10 |
S. R. Schill & Associates | 7 | 1 | 0.51% | 1.06% | 1.64% | Q3 2017 | Q3 2021 | 10 |
HC FINANCIAL ADVISORS INC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2022 | 10 |
Suncoast Equity Management | 10 | 10 | 0.04% | 0.07% | 0.11% | Q2 2018 | Q3 2020 | 10 |
MONEY CONCEPTS CAPITAL CORP | 8 | 2 | 0.07% | 0.13% | 0.22% | Q4 2020 | Q3 2023 | 10 |
QUADRANT CAPITAL GROUP LLC | 6 | 4 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 10 |
HoyleCohen, LLC | 8 | 2 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q1 2022 | 10 |
Peak Capital Management LLC | 10 | 10 | 0.14% | 0.24% | 0.62% | Q2 2017 | Q3 2019 | 10 |
Donoghue Forlines LLC | 10 | 10 | 0.93% | 2.75% | 4.89% | Q4 2017 | Q1 2020 | 10 |
Fiduciary Group LLC | 10 | 10 | 0.06% | 0.07% | 0.10% | Q2 2016 | Q3 2018 | 10 |
WESTWOOD HOLDINGS GROUP INC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q4 2022 | 10 |
NorthCoast Asset Management LLC | 9 | 1 | 0.31% | 0.43% | 0.77% | Q3 2018 | Q3 2021 | 10 |
CORDA Investment Management, LLC. | 10 | 10 | 0.13% | 0.33% | 0.44% | Q3 2016 | Q4 2018 | 10 |
KCS Wealth Advisory | 10 | 10 | 0.22% | 0.47% | 0.96% | Q4 2017 | Q1 2020 | 10 |
BLB&B Advisors, LLC | 10 | 10 | 0.04% | 0.07% | 0.10% | Q2 2016 | Q3 2018 | 10 |
Soltis Investment Advisors LLC | 10 | 10 | 0.04% | 0.08% | 0.27% | Q4 2019 | Q1 2022 | 10 |
MCRAE CAPITAL MANAGEMENT INC | 10 | 10 | 0.05% | 0.92% | 1.20% | Q2 2021 | Q3 2023 | 10 |
Mayflower Financial Advisors, LLC | 10 | 10 | 0.03% | 0.05% | 0.06% | Q4 2020 | Q1 2023 | 10 |
Hefty Wealth Partners | 10 | 10 | 0.11% | 0.14% | 0.20% | Q4 2015 | Q1 2018 | 10 |
CHILTON CAPITAL MANAGEMENT LLC | 7 | 3 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 10 |
JTC Employer Solutions Trustee Ltd | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
CVA Family Office, LLC | 7 | 3 | 0.01% | 0.06% | 0.12% | Q4 2020 | Q2 2023 | 10 |
EQ LLC | 10 | 10 | 0.37% | 0.64% | 0.94% | Q4 2020 | Q1 2023 | 10 |
Executive Wealth Management, LLC | 5 | 2 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q1 2022 | 10 |
Kalos Management, Inc. | 9 | 1 | 0.01% | 0.14% | 0.32% | Q4 2015 | Q1 2022 | 10 |
Austin Private Wealth, LLC | 10 | 10 | 0.06% | 0.41% | 1.22% | Q4 2019 | Q1 2022 | 10 |
HYMAN CHARLES D | 9 | 1 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q4 2020 | 10 |
Bernardo Wealth Planning LLC | 5 | 2 | 0.15% | 0.31% | 0.43% | Q4 2018 | Q3 2022 | 10 |
Virtu KCG Holdings LLC | 6 | 1 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q4 2016 | 10 |
Beaumont Financial Partners, LLC | 6 | 1 | 0.02% | 0.48% | 1.96% | Q2 2013 | Q3 2021 | 10 |
HALL CAPITAL MANAGEMENT CO INC | 10 | 10 | 0.26% | 0.53% | 0.65% | Q2 2021 | Q3 2023 | 10 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 10 | 10 | 0.01% | 0.07% | 0.29% | Q2 2021 | Q3 2023 | 10 |
Wakefield Asset Management LLLP | 3 | 1 | 0.01% | 0.67% | 1.32% | Q3 2018 | Q1 2023 | 10 |
Select Asset Management & Trust | 3 | 1 | 1.40% | 3.41% | 5.92% | Q1 2014 | Q3 2021 | 10 |
Solstein Capital, LLC | 10 | 10 | 0.00% | 0.01% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Monument Capital Management | 6 | 1 | 0.02% | 0.38% | 0.67% | Q3 2018 | Q3 2023 | 10 |
Clear Creek Financial Management, LLC | 10 | 10 | 0.04% | 0.06% | 0.08% | Q2 2021 | Q3 2023 | 10 |
Mader & Shannon Wealth Management, Inc. | 3 | 1 | 3.02% | 15.60% | 30.53% | Q2 2014 | Q2 2022 | 10 |
Ballew Advisors, Inc | 10 | 10 | 0.22% | 1.67% | 3.00% | Q4 2017 | Q1 2020 | 10 |
Fort Sheridan Advisors LLC | 7 | 3 | 0.08% | 0.15% | 0.20% | Q2 2020 | Q3 2023 | 10 |
Iron Horse Wealth Management, LLC | 6 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 10 |
Taylor Hoffman Wealth Management | 9 | 1 | 0.01% | 0.07% | 0.54% | Q4 2017 | Q2 2020 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.04% | 0.07% | 0.12% | Q1 2021 | Q3 2023 | 10 |
Advisors Preferred, LLC | 4 | 1 | 0.02% | 0.33% | 0.89% | Q3 2014 | Q4 2022 | 10 |
EMFO, LLC | 10 | 10 | 0.05% | 0.11% | 0.16% | Q2 2021 | Q3 2023 | 10 |
Caprock Group, LLC | 10 | 10 | 0.09% | 0.22% | 0.38% | Q4 2014 | Q1 2017 | 10 |
Segment Wealth Management, LLC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q2 2022 | 9 |
Lake Point Wealth Management | 4 | 2 | 0.00% | 0.01% | 0.06% | Q4 2018 | Q1 2022 | 9 |
Financial Engines Advisors L.L.C. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 9 |
Stanford Investment Group, Inc. | 9 | 9 | 0.03% | 0.13% | 0.27% | Q4 2014 | Q4 2016 | 9 |
OLD NATIONAL BANCORP /IN/ | 5 | 4 | 0.03% | 0.10% | 0.17% | Q3 2014 | Q3 2023 | 9 |
Private Wealth Partners, LLC | 5 | 4 | 0.04% | 0.21% | 0.45% | Q3 2016 | Q3 2022 | 9 |
Global Wealth Management Investment Advisory, Inc. | 9 | 9 | 0.00% | 0.01% | 0.08% | Q4 2018 | Q4 2020 | 9 |
Risk Paradigm Group, LLC | 6 | 3 | 0.83% | 1.99% | 3.42% | Q3 2016 | Q4 2018 | 9 |
PFS INVESTMENTS INC. | 9 | 9 | 0.61% | 0.76% | 0.84% | Q4 2017 | Q4 2019 | 9 |
WOLVERINE ASSET MANAGEMENT LLC | 3 | 2 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2020 | 9 |
Pinnacle Advisory Group, Inc. | 7 | 1 | 0.01% | 0.03% | 0.06% | Q2 2016 | Q1 2021 | 9 |
PEDDOCK CAPITAL ADVISORS, LLC | 9 | 9 | 0.11% | 0.25% | 0.38% | Q1 2021 | Q1 2023 | 9 |
Sanford Advisory Services, LLC | 9 | 9 | 0.07% | 0.16% | 0.21% | Q4 2020 | Q4 2022 | 9 |
REGENTATLANTIC CAPITAL LLC | 4 | 1 | 0.00% | 0.02% | 0.02% | Q4 2014 | Q2 2019 | 9 |
LAZARD ASSET MANAGEMENT LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Aletheian Wealth Advisors LLC | 9 | 9 | 0.94% | 1.12% | 1.57% | Q4 2021 | Q4 2023 | 9 |
HAYS ADVISORY LLC | 6 | 3 | 0.07% | 0.13% | 0.17% | Q3 2014 | Q2 2017 | 9 |
Fragasso Group Inc. | 5 | 1 | 0.06% | 0.52% | 1.33% | Q3 2018 | Q4 2023 | 9 |
Sargent Bickham Lagudis LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2022 | 9 |
INFRASTRUCTURE CAPITAL ADVISORS, LLC | 8 | 1 | 0.04% | 0.06% | 0.12% | Q4 2016 | Q2 2020 | 9 |
Barry Investment Advisors, LLC | 9 | 9 | 0.08% | 0.09% | 0.10% | Q1 2017 | Q1 2019 | 9 |
CAPITAL ONE FINANCIAL CORP | 9 | 9 | 0.11% | 0.21% | 0.50% | Q1 2020 | Q1 2022 | 9 |
AGF INVESTMENTS INC. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2021 | 9 |
Clark Capital Management Group, Inc. | 5 | 1 | 0.02% | 0.11% | 0.26% | Q2 2013 | Q3 2023 | 9 |
Integrated Wealth Management | 9 | 9 | 0.13% | 0.55% | 1.34% | Q1 2015 | Q1 2017 | 9 |
CABOT WEALTH MANAGEMENT INC | 9 | 9 | 0.05% | 0.25% | 0.44% | Q2 2013 | Q2 2015 | 9 |
Integrated Investment Consultants, LLC | 7 | 1 | 0.02% | 0.07% | 0.20% | Q1 2016 | Q4 2021 | 9 |
TRUE Private Wealth Advisors | 5 | 1 | 0.00% | 1.60% | 5.23% | Q3 2018 | Q3 2023 | 9 |
Cornerstone Advisory, LLC | 9 | 9 | 0.04% | 0.07% | 0.11% | Q4 2019 | Q4 2021 | 9 |
Pettinga Financial Advisors LLC | 5 | 4 | 0.07% | 0.10% | 0.16% | Q1 2020 | Q2 2022 | 9 |
FLAGSTAR ADVISORS INC | 9 | 9 | 0.08% | 0.33% | 0.57% | Q3 2021 | Q3 2023 | 9 |
Graypoint LLC | 9 | 9 | 0.12% | 0.66% | 0.98% | Q3 2021 | Q3 2023 | 9 |
Summit Trail Advisors, LLC | 7 | 1 | 0.01% | 0.03% | 0.07% | Q4 2017 | Q2 2022 | 9 |
Bryn Mawr Capital Management, LLC | 7 | 2 | 0.08% | 0.20% | 0.30% | Q3 2017 | Q1 2022 | 9 |
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 9 | 9 | 0.03% | 0.34% | 0.64% | Q2 2017 | Q2 2019 | 9 |
Capital Bank & Trust Co | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2019 | 9 |
Gs Investments, Inc. | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
THOMPSON SIEGEL & WALMSLEY LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2019 | 9 |
TRUEWEALTH LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q2 2020 | 9 |
One Charles Private Wealth Services, LLC | 6 | 3 | 0.13% | 0.21% | 0.30% | Q4 2019 | Q3 2022 | 9 |
Mach-1 Financial Group, LLC | 4 | 3 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 9 |
Apella Capital, LLC | 9 | 9 | 0.03% | 0.08% | 0.16% | Q1 2020 | Q1 2022 | 9 |
Chronos Wealth Management, LLC | 9 | 9 | 1.49% | 1.98% | 2.43% | Q4 2019 | Q4 2021 | 9 |
Twele Capital Management, Inc. | 9 | 9 | 0.10% | 0.85% | 1.60% | Q2 2013 | Q2 2015 | 9 |
Mattern Wealth Management LLC | 9 | 9 | 0.14% | 0.26% | 0.55% | Q4 2019 | Q4 2021 | 9 |
StrongBox Wealth, LLC | 9 | 9 | 0.27% | 0.99% | 1.25% | Q1 2020 | Q1 2022 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.05% | 0.24% | 0.42% | Q3 2021 | Q3 2023 | 9 |
Aurora Private Wealth, Inc. | 9 | 9 | 0.03% | 0.11% | 0.14% | Q2 2020 | Q2 2022 | 9 |
New England Investment & Retirement Group, Inc. | 8 | 1 | 1.28% | 2.82% | 4.67% | Q2 2013 | Q3 2016 | 9 |
Family Management Corp | 5 | 4 | 0.00% | 0.71% | 2.04% | Q1 2019 | Q2 2023 | 9 |
Sonora Investment Management, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2021 | 9 |
BCWM, LLC | 9 | 9 | 0.14% | 0.18% | 0.22% | Q3 2021 | Q3 2023 | 9 |
Ironwood Investment Counsel, LLC | 5 | 1 | 0.06% | 0.22% | 0.46% | Q2 2013 | Q3 2023 | 9 |
Bluefin Trading, LLC | 5 | 1 | 0.03% | 0.12% | 0.37% | Q4 2015 | Q1 2019 | 9 |
Tacita Capital Inc | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
Wilson & Boucher Capital Management, LLC | 8 | 8 | 0.30% | 0.41% | 0.48% | Q4 2021 | Q3 2023 | 8 |
Fortitude Advisory Group L.L.C. | 8 | 8 | 0.15% | 0.21% | 0.26% | Q4 2021 | Q3 2023 | 8 |
Lucia Wealth Services, LLC | 8 | 8 | 0.01% | 0.02% | 0.05% | Q2 2018 | Q1 2020 | 8 |
Industrial Alliance Investment Management Inc. | 8 | 8 | 0.02% | 0.07% | 0.16% | Q4 2021 | Q3 2023 | 8 |
NORTHSTAR WEALTH PARTNERS LLC | 5 | 3 | 0.10% | 0.53% | 0.99% | Q1 2017 | Q1 2019 | 8 |
Perfromance Wealth Partners, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Ridgewood Investments LLC | 8 | 8 | 0.14% | 0.20% | 0.26% | Q3 2021 | Q2 2023 | 8 |
Karp Capital Management Corp | 8 | 8 | 1.34% | 2.11% | 3.85% | Q4 2014 | Q3 2016 | 8 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.08% | 0.14% | 0.19% | Q1 2022 | Q3 2023 | 8 |
LOEB PARTNERS CORP | 8 | 8 | 0.15% | 0.30% | 0.43% | Q2 2013 | Q1 2015 | 8 |
WealthTrust Fairport, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 8 |
Parkside Financial Bank & Trust | 8 | 8 | 0.02% | 0.02% | 0.03% | Q3 2015 | Q2 2017 | 8 |
Powers Advisory Group, LLC | 8 | 8 | 0.32% | 0.48% | 0.66% | Q4 2021 | Q3 2023 | 8 |
Yarbrough Capital, LLC | 8 | 8 | 0.10% | 0.23% | 0.51% | Q4 2021 | Q3 2023 | 8 |
Financial Network Wealth Management LLC | 8 | 8 | 0.13% | 0.21% | 0.26% | Q4 2020 | Q3 2022 | 8 |
Clarity Financial LLC | 6 | 2 | 0.05% | 5.42% | 10.24% | Q4 2020 | Q4 2022 | 8 |
RiverFront Investment Group, LLC | 8 | 8 | 0.02% | 0.06% | 0.28% | Q4 2021 | Q3 2023 | 8 |
Intercontinental Wealth Advisors, LLC | 5 | 3 | 0.01% | 0.06% | 0.14% | Q1 2017 | Q4 2019 | 8 |
WARNER FINANCIAL, INC | 8 | 8 | 0.18% | 0.29% | 0.42% | Q4 2021 | Q3 2023 | 8 |
ETF Store, Inc. | 8 | 8 | 0.21% | 0.29% | 0.33% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.03% | 0.19% | Q4 2021 | Q3 2023 | 8 |
Clal Insurance Enterprises Holdings Ltd | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2016 | 8 |
Leicht Financial Planning & Wealth Management, Inc. | 8 | 8 | 0.19% | 3.20% | 5.52% | Q2 2018 | Q1 2020 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.44% | 0.59% | 0.71% | Q4 2021 | Q3 2023 | 8 |
Great Diamond Partners, LLC | 5 | 1 | 0.20% | 0.98% | 1.46% | Q1 2021 | Q3 2023 | 8 |
GFS Advisors, LLC | 4 | 1 | 0.03% | 0.08% | 0.14% | Q1 2016 | Q1 2022 | 8 |
Wagner Wealth Management, LLC | 4 | 4 | 0.05% | 0.18% | 0.31% | Q4 2017 | Q3 2022 | 8 |
Darwin Wealth Management, LLC | 6 | 2 | 0.06% | 0.73% | 2.56% | Q2 2016 | Q1 2020 | 8 |
Stonegate Investment Group, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Hutchens & Kramer Investment Management Group, LLC | 8 | 8 | 0.22% | 0.25% | 0.28% | Q4 2021 | Q3 2023 | 8 |
ArrowMark Colorado Holdings LLC | 4 | 4 | 0.10% | 0.22% | 0.53% | Q1 2020 | Q1 2022 | 8 |
MKT Advisors LLC | 8 | 8 | 0.30% | 0.36% | 0.46% | Q4 2021 | Q3 2023 | 8 |
Clientfirst Wealth Management, LLC | 8 | 8 | 1.18% | 1.42% | 2.12% | Q4 2021 | Q3 2023 | 8 |
ANDERSON HOAGLAND & CO | 8 | 8 | 0.56% | 0.85% | 1.81% | Q2 2013 | Q1 2015 | 8 |
Wells Financial Advisors INC | 8 | 8 | 0.09% | 0.09% | 0.10% | Q4 2020 | Q3 2022 | 8 |
Sterling Financial Planning, Inc. | 8 | 8 | 0.42% | 0.50% | 0.69% | Q4 2020 | Q3 2022 | 8 |
Richwood Investment Advisors, LLC | 8 | 8 | 0.84% | 0.95% | 1.10% | Q4 2021 | Q3 2023 | 8 |
OAK HARBOR WEALTH PARTNERS, LLC | 8 | 8 | 0.22% | 0.28% | 0.34% | Q4 2021 | Q3 2023 | 8 |
FirstPurpose Wealth LLC | 8 | 8 | 1.35% | 3.58% | 5.86% | Q4 2021 | Q3 2023 | 8 |
Guild Investment Management, Inc. | 6 | 1 | 0.36% | 3.77% | 7.48% | Q4 2014 | Q4 2020 | 8 |
Legacy Financial Strategies, LLC | 7 | 1 | 0.07% | 0.11% | 0.19% | Q2 2018 | Q3 2023 | 8 |
Mizuho Securities Co. Ltd. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.07% | 0.08% | 0.13% | Q2 2013 | Q1 2015 | 8 |
Addison Advisors LLC | 8 | 8 | 0.01% | 0.04% | 0.07% | Q4 2021 | Q3 2023 | 8 |
ASPIRIANT, LLC | 5 | 3 | 0.02% | 0.26% | 0.44% | Q1 2017 | Q3 2019 | 8 |
Beck Bode, LLC | 6 | 1 | 0.01% | 0.61% | 0.84% | Q3 2020 | Q3 2023 | 8 |
Beaird Harris Wealth Management, LLC | 8 | 8 | 0.00% | 0.02% | 0.10% | Q4 2021 | Q3 2023 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.20% | 0.38% | 0.81% | Q2 2013 | Q1 2015 | 8 |
JT Stratford LLC | 5 | 3 | 0.16% | 0.18% | 0.20% | Q2 2019 | Q2 2021 | 8 |
Hugh Johnson Advisors LLC | 8 | 8 | 0.08% | 0.09% | 0.10% | Q1 2015 | Q4 2016 | 8 |
Hanlon Investment Management, Inc. | 8 | 8 | 1.71% | 2.42% | 2.90% | Q3 2020 | Q2 2022 | 8 |
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
First Allied Asset Management, Inc. | 8 | 8 | 1.24% | 1.78% | 2.53% | Q2 2013 | Q1 2015 | 8 |
Pensionmark Financial Group, LLC | 5 | 3 | 0.05% | 0.10% | 0.15% | Q2 2019 | Q4 2021 | 8 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 8 | 8 | 0.08% | 0.16% | 0.27% | Q4 2015 | Q3 2017 | 8 |
DMC Group, LLC | 8 | 8 | 0.23% | 0.44% | 0.57% | Q4 2021 | Q3 2023 | 8 |
WULFF, HANSEN & CO. | 8 | 8 | 0.51% | 0.58% | 0.66% | Q4 2021 | Q3 2023 | 8 |
LOGAN CAPITAL MANAGEMENT INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
Operose Advisors LLC | 8 | 8 | 1.52% | 1.93% | 2.50% | Q4 2021 | Q3 2023 | 8 |
CITY NATIONAL BANK | 5 | 1 | 0.00% | 0.09% | 0.25% | Q2 2013 | Q3 2015 | 8 |
WEST MICHIGAN ADVISORS, LLC | 8 | 8 | 0.12% | 0.19% | 0.26% | Q4 2021 | Q3 2023 | 8 |
Avidian Wealth Solutions, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
MMBG INVESTMENT ADVISORS CO. | 8 | 8 | 0.13% | 0.14% | 0.20% | Q4 2021 | Q3 2023 | 8 |
Beacon Pointe Advisors, LLC | 7 | 1 | 0.01% | 0.02% | 0.07% | Q3 2021 | Q3 2023 | 8 |
Vigilant Capital Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2019 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Future Financial Wealth Managment LLC | 8 | 8 | 0.29% | 0.37% | 0.44% | Q4 2020 | Q3 2022 | 8 |
EnTrustPermal Management LLC | 8 | 8 | 2.37% | 3.18% | 4.15% | Q1 2015 | Q4 2016 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.08% | 0.09% | 0.10% | Q4 2021 | Q3 2023 | 8 |
FIFTH THIRD SECURITIES, INC. | 6 | 2 | 0.34% | 0.42% | 0.60% | Q3 2021 | Q3 2023 | 8 |
Collaborative Wealth Managment Inc. | 6 | 1 | 0.17% | 0.24% | 0.28% | Q1 2021 | Q3 2023 | 8 |
FINANCIAL ADVISORY PARTNERS, LLC | 8 | 8 | 2.45% | 2.82% | 3.27% | Q4 2021 | Q3 2023 | 8 |
C2C Wealth Management, LLC | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Treynor Bancshares, Inc. | 8 | 8 | 3.53% | 3.87% | 4.18% | Q4 2021 | Q3 2023 | 8 |
Investment Advisory Group, LLC | 8 | 8 | 0.31% | 0.35% | 0.38% | Q4 2021 | Q3 2023 | 8 |
REDMONT WEALTH ADVISORS LLC | 8 | 8 | 1.21% | 2.64% | 5.10% | Q4 2021 | Q3 2023 | 8 |
Lindbrook Capital, LLC | 8 | 8 | 0.02% | 0.10% | 0.39% | Q4 2021 | Q3 2023 | 8 |
Orcam Financial Group | 8 | 8 | 1.07% | 1.49% | 1.67% | Q4 2021 | Q3 2023 | 8 |
MONOGRAPH WEALTH ADVISORS, LLC | 8 | 8 | 0.19% | 0.27% | 0.34% | Q4 2021 | Q3 2023 | 8 |
CBIZ Investment Advisory Services, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2021 | 8 |
YorkBridge Wealth Partners, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2018 | 8 |
Fusion Family Wealth LLC | 8 | 8 | 0.01% | 0.04% | 0.13% | Q4 2016 | Q3 2018 | 8 |
Castleview Partners, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
AIRE ADVISORS, LLC | 8 | 8 | 0.06% | 0.20% | 0.36% | Q4 2021 | Q3 2023 | 8 |
JB Capital LLC | 8 | 8 | 0.02% | 0.07% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Winthrop Partners - WNY, LLC | 8 | 8 | 0.38% | 0.93% | 1.57% | Q4 2017 | Q3 2019 | 8 |
Banco Santander, S.A. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2021 | 8 |
EASTERLY INVESTMENT PARTNERS LLC | 8 | 8 | 0.06% | 0.07% | 0.09% | Q4 2021 | Q3 2023 | 8 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 5 | 1 | 0.01% | 0.07% | 0.15% | Q4 2020 | Q3 2023 | 8 |
Wellington Shields Capital Management, LLC | 3 | 2 | 0.01% | 0.06% | 0.15% | Q2 2013 | Q3 2022 | 8 |
Wealthspire Advisors, LLC | 6 | 1 | 0.01% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 8 |
Asset Dedication, LLC | 3 | 1 | 0.00% | 0.03% | 0.24% | Q4 2015 | Q3 2023 | 8 |
Enterprise Trust & Investment Co | 5 | 3 | 0.01% | 0.03% | 0.06% | Q2 2019 | Q2 2022 | 8 |
City State Bank | 8 | 8 | 0.38% | 0.79% | 1.64% | Q4 2021 | Q3 2023 | 8 |
Benchmark Investment Advisors LLC | 8 | 8 | 0.64% | 0.83% | 1.06% | Q4 2021 | Q3 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.01% | 0.04% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Certified Advisory Corp | 4 | 2 | 0.00% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.03% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Stone Point Wealth LLC | 8 | 8 | 0.31% | 0.50% | 0.67% | Q4 2021 | Q3 2023 | 8 |
CAMBRIDGE TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2022 | 8 |
HFG Advisors, Inc. | 8 | 8 | 1.36% | 2.06% | 2.48% | Q4 2021 | Q3 2023 | 8 |
BERNZOTT CAPITAL ADVISORS | 8 | 8 | 0.05% | 0.06% | 0.06% | Q2 2014 | Q1 2016 | 8 |
DEARBORN CAPITAL MANAGEMENT LLC | 8 | 8 | 2.51% | 5.69% | 7.33% | Q4 2016 | Q3 2018 | 8 |
Banque Cantonale Vaudoise | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Navis Wealth Advisors, LLC | 8 | 8 | 0.22% | 0.39% | 1.22% | Q4 2020 | Q3 2022 | 8 |
Bouchey Financial Group Ltd | 8 | 8 | 0.51% | 2.17% | 3.58% | Q4 2013 | Q3 2015 | 8 |
Byrne Asset Management LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
CNO Financial Group, Inc. | 4 | 4 | 9.18% | 12.81% | 17.83% | Q4 2016 | Q4 2018 | 8 |
Finer Wealth Management, Inc. | 8 | 8 | 1.29% | 1.90% | 2.52% | Q4 2021 | Q3 2023 | 8 |
American Financial Network Advisory Services LLC | 8 | 8 | 0.20% | 0.68% | 1.98% | Q3 2017 | Q2 2019 | 8 |
Bank of Kentucky, Inc. | 8 | 8 | 0.24% | 0.27% | 0.31% | Q2 2013 | Q1 2015 | 8 |
DIVIDEND ASSETS CAPITAL, LLC | 8 | 8 | 0.00% | 0.02% | 0.03% | Q2 2019 | Q1 2021 | 8 |
JCIC Asset Management Inc. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q2 2016 | 8 |
ASSET ADVISORS CORP | 4 | 2 | 0.00% | 0.12% | 0.58% | Q2 2013 | Q3 2016 | 8 |
BALTIMORE CAPITAL MANAGEMENT, INC | 7 | 1 | 0.63% | 0.67% | 0.72% | Q1 2017 | Q1 2019 | 8 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 4 | 1 | 0.02% | 0.08% | 0.26% | Q4 2018 | Q4 2021 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
UNITED MARITIME CAPITAL LLC | 7 | 7 | 0.32% | 1.07% | 2.55% | Q4 2020 | Q2 2022 | 7 |
FOUNDERS BANK & TRUST | 7 | 7 | 0.40% | 1.04% | 2.57% | Q2 2013 | Q4 2014 | 7 |
Greytown Advisors Inc. | 7 | 7 | 0.15% | 0.17% | 0.20% | Q1 2022 | Q3 2023 | 7 |
9258 Wealth Management, LLC | 2 | 1 | 0.05% | 0.10% | 0.20% | Q4 2018 | Q4 2021 | 7 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 7 | 7 | 0.02% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 7 |
BLODGETT WEALTH ADVISORS, LLC | 7 | 7 | 1.01% | 2.25% | 3.12% | Q4 2021 | Q2 2023 | 7 |
HRT FINANCIAL LP | 3 | 1 | 0.03% | 0.26% | 0.70% | Q3 2017 | Q3 2023 | 7 |
Maryland Capital Management | 7 | 7 | 0.02% | 0.04% | 0.05% | Q1 2021 | Q3 2022 | 7 |
Transform Wealth, LLC | 4 | 3 | 0.06% | 0.12% | 0.19% | Q4 2020 | Q3 2023 | 7 |
Glassman Wealth Services | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 7 |
PROFFITT & GOODSON INC | 5 | 2 | 0.01% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 7 |
Financial Enhancement Group LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
Man Group plc | 7 | 7 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q4 2021 | 7 |
Connectus Wealth, LLC | 7 | 7 | 0.01% | 0.14% | 0.27% | Q1 2022 | Q3 2023 | 7 |
Blue Sky Asset Management, LLC | 7 | 7 | 0.16% | 0.69% | 3.83% | Q1 2017 | Q3 2018 | 7 |
SIMON QUICK ADVISORS, LLC | 6 | 1 | 0.01% | 0.01% | 0.03% | Q2 2019 | Q1 2022 | 7 |
Armor Investment Advisors, LLC | 3 | 2 | 0.00% | 0.02% | 0.03% | Q4 2016 | Q2 2022 | 7 |
Chemistry Wealth Management LLC | 7 | 7 | 0.13% | 0.16% | 0.18% | Q1 2022 | Q3 2023 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.05% | 0.14% | 0.25% | Q4 2021 | Q2 2023 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.07% | 0.09% | 0.13% | Q2 2013 | Q4 2014 | 7 |
McAdam, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 7 |
South Shore Capital Advisors | 7 | 7 | 0.24% | 0.42% | 0.48% | Q1 2021 | Q3 2022 | 7 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 6 | 1 | 0.01% | 0.07% | 0.16% | Q4 2021 | Q3 2023 | 7 |
GenTrust, LLC | 7 | 7 | 0.04% | 0.08% | 0.11% | Q4 2018 | Q2 2020 | 7 |
Beacon Financial Advisory LLC | 6 | 1 | 0.10% | 0.12% | 0.22% | Q4 2019 | Q2 2022 | 7 |
Regent Investment Management LLC | 7 | 7 | 0.20% | 0.25% | 0.36% | Q2 2013 | Q4 2014 | 7 |
TCG Advisors, LP | 7 | 7 | 0.65% | 0.91% | 1.48% | Q4 2018 | Q2 2020 | 7 |
AXXCESS WEALTH MANAGEMENT, LLC | 5 | 2 | 0.01% | 0.04% | 0.08% | Q4 2021 | Q3 2023 | 7 |
Ignite Planners, LLC | 7 | 7 | 0.16% | 0.21% | 0.26% | Q4 2021 | Q2 2023 | 7 |
H&H Retirement Design & Management INC | 4 | 3 | 0.35% | 2.87% | 3.90% | Q1 2020 | Q4 2021 | 7 |
SAWGRASS ASSET MANAGEMENT LLC | 7 | 7 | 0.08% | 0.11% | 0.14% | Q1 2022 | Q3 2023 | 7 |
MARSHALL WACE, LLP | 4 | 1 | 0.00% | 0.05% | 0.19% | Q3 2019 | Q1 2022 | 7 |
Baker Ellis Asset Management LLC | 4 | 3 | 0.03% | 0.03% | 0.06% | Q1 2017 | Q4 2019 | 7 |
Biltmore Capital Advisors LLC | 7 | 7 | 1.61% | 1.98% | 2.38% | Q1 2019 | Q3 2020 | 7 |
GODSEY & GIBB, INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
Stratos Wealth Advisors, LLC | 3 | 1 | 0.02% | 0.09% | 0.18% | Q1 2020 | Q4 2022 | 7 |
REGATTA CAPITAL GROUP, LLC | 7 | 7 | 0.09% | 0.11% | 0.14% | Q4 2021 | Q2 2023 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
AlphaCore Capital LLC | 3 | 2 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 7 |
Golden State Equity Partners | 5 | 2 | 0.07% | 0.18% | 0.28% | Q4 2020 | Q3 2023 | 7 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 4 | 3 | 0.00% | 0.03% | 0.18% | Q2 2016 | Q3 2018 | 7 |
Compass Financial Group, Inc. | 7 | 7 | 1.40% | 1.57% | 1.91% | Q3 2020 | Q1 2022 | 7 |
Parisi Gray Wealth Management | 6 | 1 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q2 2021 | 7 |
Redwood Investment Management, LLC | 4 | 1 | 0.02% | 2.43% | 4.18% | Q4 2017 | Q3 2023 | 7 |
Taylor & Morgan Wealth Management, LLC | 7 | 7 | 0.16% | 0.23% | 0.30% | Q4 2021 | Q2 2023 | 7 |
Merit Financial Group, LLC | 5 | 1 | 0.01% | 0.03% | 0.08% | Q3 2019 | Q2 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.10% | 0.12% | 0.15% | Q4 2021 | Q3 2023 | 7 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 7 | 7 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q4 2014 | 7 |
Ironsides Asset Advisors, LLC | 7 | 7 | 0.20% | 0.37% | 0.59% | Q2 2014 | Q4 2015 | 7 |
AlphaCentric Advisors LLC | 6 | 1 | 0.06% | 0.10% | 0.16% | Q3 2020 | Q3 2023 | 7 |
MANAGED ACCOUNT ADVISORS LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q2 2015 | 7 |
Levy Wealth Management Group, LLC | 5 | 2 | 0.09% | 0.13% | 0.15% | Q4 2021 | Q3 2023 | 7 |
HOLDERNESS INVESTMENTS CO | 7 | 7 | 0.29% | 0.38% | 0.45% | Q1 2017 | Q3 2018 | 7 |
MMA ASSET MANAGEMENT LLC | 5 | 2 | 0.53% | 1.61% | 2.14% | Q4 2020 | Q3 2023 | 7 |
Benchmark Wealth Management, LLC | 7 | 7 | 0.17% | 0.28% | 0.54% | Q4 2019 | Q2 2021 | 7 |
Archford Capital Strategies, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2018 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
PETERSON WEALTH MANAGEMENT | 4 | 3 | 1.16% | 1.72% | 2.39% | Q2 2021 | Q1 2023 | 7 |
WESPAC Advisors, LLC | 6 | 1 | 1.23% | 1.50% | 1.74% | Q2 2013 | Q4 2016 | 7 |
Claybrook Capital, LLC | 3 | 2 | 0.14% | 0.38% | 0.52% | Q3 2020 | Q3 2023 | 7 |
Riggs Asset Managment Co. Inc. | 7 | 7 | 0.01% | 0.02% | 0.02% | Q2 2015 | Q4 2016 | 7 |
SOUTH GEORGIA CAPITAL, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2015 | 7 |
MARATHON CAPITAL MANAGEMENT | 7 | 7 | 0.06% | 0.08% | 0.10% | Q2 2020 | Q4 2021 | 7 |
Triumph Capital Management | 7 | 7 | 0.20% | 0.31% | 0.38% | Q1 2022 | Q3 2023 | 7 |
ANGELES WEALTH MANAGEMENT, LLC | 7 | 7 | 0.91% | 1.07% | 1.39% | Q1 2022 | Q3 2023 | 7 |
HBC Financial Services, PLLC | 4 | 3 | 0.00% | 1.32% | 9.26% | Q4 2019 | Q3 2021 | 7 |
WealthPlan Investment Management, LLC | 6 | 1 | 0.04% | 0.05% | 0.07% | Q1 2022 | Q4 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.06% | 0.10% | 0.18% | Q1 2021 | Q4 2022 | 7 |
BOSTON RESEARCH & MANAGEMENT INC | 7 | 7 | 0.10% | 0.19% | 0.22% | Q1 2022 | Q3 2023 | 7 |
INTRUST BANK NA | 7 | 7 | 0.11% | 0.14% | 0.27% | Q2 2013 | Q4 2014 | 7 |
L.M. KOHN & COMPANY | 7 | 7 | 0.21% | 0.26% | 0.29% | Q1 2022 | Q3 2023 | 7 |
DFPG INVESTMENTS, LLC | 7 | 7 | 0.14% | 0.34% | 0.70% | Q4 2018 | Q2 2020 | 7 |
Clearshares LLC | 4 | 3 | 0.64% | 0.88% | 0.96% | Q1 2020 | Q4 2021 | 7 |
Stokes Capital Advisors, LLC | 7 | 7 | 0.10% | 0.27% | 0.60% | Q1 2022 | Q3 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.08% | 0.09% | 0.10% | Q2 2020 | Q4 2021 | 7 |
WFA of San Diego, LLC | 2 | 1 | 0.05% | 0.08% | 0.09% | Q2 2020 | Q3 2023 | 7 |
Bensler, LLC | 7 | 7 | 0.14% | 0.22% | 0.27% | Q1 2022 | Q3 2023 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.03% | 0.04% | 0.06% | Q4 2016 | Q2 2018 | 7 |
JANUS HENDERSON GROUP PLC | 6 | 1 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2018 | 7 |
KEMPER Corp | 7 | 7 | 1.40% | 17.90% | 94.64% | Q2 2021 | Q4 2022 | 7 |
Quad-Cities Investment Group, LLC | 7 | 7 | 0.13% | 0.18% | 0.28% | Q1 2018 | Q3 2019 | 7 |
Concord Wealth Partners | 4 | 3 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Houlihan Financial Resource Group, Ltd. | 3 | 1 | 2.55% | 3.71% | 5.29% | Q4 2019 | Q3 2023 | 7 |
Lion Street Advisors, LLC | 4 | 1 | 0.02% | 0.33% | 0.40% | Q1 2020 | Q2 2023 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.21% | 0.37% | 0.85% | Q2 2013 | Q4 2014 | 7 |
Cowen Prime Services LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 7 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 7 | 7 | 0.05% | 0.06% | 0.07% | Q2 2013 | Q4 2014 | 7 |
All Season Financial Advisors, Inc. | 4 | 1 | 0.93% | 2.35% | 3.66% | Q3 2021 | Q3 2023 | 7 |
Ascendant Capital Management, LLC | 5 | 1 | 1.55% | 3.95% | 5.73% | Q4 2020 | Q1 2023 | 7 |
RS CRUM INC. | 7 | 7 | 5.20% | 9.38% | 13.89% | Q4 2021 | Q2 2023 | 7 |
GREAT VALLEY ADVISOR GROUP, INC. | 6 | 1 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 7 |
NORTHERN CAPITAL MANAGEMENT LLC | 7 | 7 | 0.38% | 0.58% | 0.76% | Q2 2013 | Q4 2014 | 7 |
United Capital Management of KS, Inc. | 7 | 7 | 1.72% | 2.25% | 2.87% | Q3 2018 | Q1 2020 | 7 |
BROWN ADVISORY INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
SOL Capital Management CO | 4 | 3 | 0.05% | 0.09% | 0.16% | Q1 2017 | Q3 2023 | 7 |
Windham Capital Management, LLC | 3 | 2 | 0.02% | 0.16% | 0.40% | Q2 2013 | Q3 2023 | 7 |
CUTLER INVESTMENT COUNSEL LLC | 7 | 7 | 0.07% | 0.08% | 0.10% | Q1 2022 | Q3 2023 | 7 |
Aft, Forsyth & Sober, LLC | 3 | 1 | 0.00% | 5.19% | 17.19% | Q2 2013 | Q4 2016 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.04% | 0.07% | 0.10% | Q1 2022 | Q3 2023 | 7 |
BTS Asset Management, Inc. | 7 | 7 | 0.01% | 1.83% | 8.81% | Q2 2019 | Q4 2020 | 7 |
Keebeck Wealth Management, LLC | 6 | 1 | 0.04% | 3.10% | 5.74% | Q4 2019 | Q2 2022 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Meridian Wealth Advisors, LLC | 7 | 7 | 0.23% | 0.36% | 0.42% | Q2 2020 | Q4 2021 | 7 |
JNBA Financial Advisors | 3 | 1 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q1 2023 | 7 |
Strategic Point Investment Advisors, LLC | 7 | 7 | 4.90% | 18.61% | 98.28% | Q2 2016 | Q4 2017 | 7 |
Fortis Capital Management LLC | 7 | 7 | 0.11% | 0.84% | 2.22% | Q1 2022 | Q3 2023 | 7 |
FMA ADVISORY INC | 4 | 1 | 0.21% | 0.34% | 0.58% | Q1 2014 | Q4 2020 | 7 |
Mariner Wealth Advisors-Cincinnati, LLC | 7 | 7 | 0.02% | 0.05% | 0.07% | Q4 2015 | Q2 2017 | 7 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 6 | 1 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2022 | 7 |
JANUS HENDERSON INVESTORS US LLC | 5 | 2 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q1 2017 | 7 |
NOMURA ASSET MANAGEMENT CO LTD | 7 | 7 | 0.00% | 0.00% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Stadion Money Management, LLC | 7 | 7 | 0.02% | 0.05% | 0.14% | Q1 2014 | Q3 2015 | 7 |
Klingman & Associates, LLC | 7 | 7 | 0.59% | 0.69% | 0.77% | Q4 2014 | Q2 2016 | 7 |
BANK HAPOALIM BM | 6 | 1 | 0.06% | 0.12% | 0.16% | Q4 2013 | Q3 2018 | 7 |
My Legacy Advisors, LLC | 7 | 7 | 0.18% | 0.32% | 0.45% | Q1 2022 | Q3 2023 | 7 |
Venturi Wealth Management, LLC | 3 | 1 | 0.00% | 0.33% | 1.76% | Q4 2018 | Q3 2023 | 7 |
PRIVATE TRUST CO NA | 6 | 6 | 0.09% | 0.10% | 0.13% | Q2 2022 | Q3 2023 | 6 |
RB Capital Management, LLC | 6 | 6 | 0.00% | 0.19% | 0.27% | Q1 2017 | Q2 2018 | 6 |
Allegis Investment Advisors, LLC | 4 | 2 | 0.13% | 0.33% | 1.05% | Q4 2015 | Q1 2018 | 6 |
KMS FINANCIAL SERVICES, INC | 6 | 6 | 0.10% | 0.18% | 0.30% | Q2 2013 | Q3 2014 | 6 |
B & T Capital Management DBA Alpha Capital Management | 6 | 6 | 0.38% | 0.44% | 0.59% | Q2 2013 | Q3 2014 | 6 |
New Millennium Group LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
TEXAS CAPITAL BANCSHARES INC/TX | 6 | 6 | 0.98% | 1.54% | 1.83% | Q4 2013 | Q1 2015 | 6 |
Centric Wealth Management | 6 | 6 | 0.60% | 0.97% | 1.35% | Q4 2020 | Q1 2022 | 6 |
Newport Capital Group, LLC | 6 | 6 | 1.01% | 1.13% | 1.23% | Q4 2020 | Q1 2022 | 6 |
First Capital Advisors Group, LLC. | 6 | 6 | 0.12% | 0.21% | 0.35% | Q4 2016 | Q1 2018 | 6 |
Lenox Wealth Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2017 | 6 |
Bruderman Asset Management, LLC | 5 | 1 | 0.02% | 0.03% | 0.04% | Q2 2017 | Q1 2019 | 6 |
Golden State Wealth Management, LLC | 3 | 3 | 0.07% | 0.13% | 0.17% | Q1 2019 | Q3 2020 | 6 |
RATIONAL ADVISORS LLC | 4 | 1 | 0.01% | 0.20% | 0.63% | Q2 2011 | Q4 2018 | 6 |
ALESCO ADVISORS LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 6 |
Elk River Wealth Management, LLC | 6 | 6 | 0.12% | 0.19% | 0.25% | Q4 2020 | Q1 2022 | 6 |
Prestige Wealth Management Group LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Chicago Capital, LLC | 6 | 6 | 0.01% | 0.03% | 0.06% | Q1 2018 | Q2 2019 | 6 |
COMPASS FINANCIAL ADVISORS LLC | 6 | 6 | 0.88% | 1.02% | 1.14% | Q4 2021 | Q1 2023 | 6 |
Vigilare Wealth Management | 5 | 1 | 0.15% | 0.21% | 0.30% | Q4 2020 | Q4 2023 | 6 |
Shilanski & Associates, Inc. | 6 | 6 | 0.55% | 0.62% | 0.75% | Q1 2021 | Q2 2022 | 6 |
Raub Brock Capital Management LP | 6 | 6 | 0.15% | 0.19% | 0.25% | Q3 2020 | Q4 2021 | 6 |
Aevitas Wealth Management, Inc. | 6 | 6 | 0.11% | 0.14% | 0.18% | Q4 2017 | Q1 2019 | 6 |
US FINANCIAL ADVISORS, LLC | 6 | 6 | 0.01% | 0.27% | 0.47% | Q4 2014 | Q1 2016 | 6 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
HB Wealth Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 6 |
Taconic Capital Advisors LP | 4 | 2 | 0.03% | 0.19% | 0.76% | Q2 2021 | Q2 2023 | 6 |
WHITENER CAPITAL MANAGEMENT, INC. | 5 | 1 | 0.01% | 0.07% | 0.12% | Q4 2017 | Q3 2019 | 6 |
Latitude Advisors, LLC | 6 | 6 | 0.15% | 0.66% | 1.08% | Q4 2020 | Q1 2022 | 6 |
CAROLINAS WEALTH CONSULTING LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q2 2021 | 6 |
Azimuth Capital Investment Management LLC | 6 | 6 | 0.04% | 0.10% | 0.21% | Q2 2022 | Q3 2023 | 6 |
Waverly Advisors, LLC | 3 | 1 | 0.02% | 0.07% | 0.10% | Q3 2014 | Q3 2023 | 6 |
COMMUNITY BANK SYSTEM, INC. | 6 | 6 | 0.76% | 0.84% | 1.00% | Q2 2013 | Q3 2014 | 6 |
LOWE BROCKENBROUGH & CO INC | 6 | 6 | 0.03% | 0.03% | 0.04% | Q3 2019 | Q4 2020 | 6 |
OLD MISSION CAPITAL LLC | 3 | 1 | 0.01% | 0.24% | 0.65% | Q4 2017 | Q2 2023 | 6 |
Fisher Asset Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2020 | 6 |
Commonwealth Financial Services, LLC | 4 | 2 | 0.01% | 0.03% | 0.09% | Q4 2014 | Q2 2016 | 6 |
Covington Capital Management | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2022 | 6 |
SWS Partners | 4 | 2 | 0.01% | 0.10% | 0.17% | Q4 2017 | Q3 2023 | 6 |
Wedmont Private Capital | 5 | 1 | 0.04% | 0.09% | 0.20% | Q4 2021 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Kohmann Bosshard Financial Services, LLC | 5 | 1 | 0.10% | 0.20% | 0.34% | Q1 2022 | Q3 2023 | 6 |
MARINO, STRAM & ASSOCIATES LLC | 6 | 6 | 0.03% | 0.04% | 0.05% | Q4 2017 | Q1 2019 | 6 |
Householder Group Estate & Retirement Specialist, LLC | 4 | 1 | 0.08% | 0.18% | 0.28% | Q4 2021 | Q3 2023 | 6 |
1900 WEALTH MANAGEMENT LLC | 6 | 6 | 0.02% | 0.07% | 0.11% | Q4 2020 | Q1 2022 | 6 |
Innova Wealth Partners | 6 | 6 | 0.16% | 0.19% | 0.22% | Q4 2020 | Q1 2022 | 6 |
Karn, Couzens & Associates, Inc. | 6 | 6 | 0.24% | 0.46% | 0.62% | Q4 2020 | Q1 2022 | 6 |
KilterHowling LLC | 4 | 2 | 0.22% | 0.33% | 0.41% | Q4 2021 | Q2 2023 | 6 |
Corsicana & Co. | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2022 | 6 |
SS&H Financial Advisors, Inc. | 5 | 1 | 0.56% | 1.10% | 1.74% | Q1 2022 | Q3 2023 | 6 |
Southern Wealth Management, LLP | 6 | 6 | 0.10% | 0.12% | 0.14% | Q4 2020 | Q1 2022 | 6 |
WELLINGTON MANAGEMENT GROUP LLP | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2017 | 6 |
IPG Investment Advisors LLC | 3 | 1 | 0.04% | 0.18% | 0.32% | Q3 2014 | Q4 2021 | 6 |
Berkeley Capital Partners, LLC | 4 | 1 | 0.09% | 0.12% | 0.18% | Q4 2015 | Q1 2022 | 6 |
InterOcean Capital Group, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Objective Capital Management, LLC | 4 | 2 | 0.20% | 0.35% | 0.44% | Q4 2021 | Q3 2023 | 6 |
Estate Counselors, LLC | 5 | 1 | 0.08% | 0.28% | 0.41% | Q2 2013 | Q4 2015 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.09% | 0.10% | 0.11% | Q2 2013 | Q3 2014 | 6 |
Worth Asset Management, LLC | 6 | 6 | 0.10% | 0.23% | 0.37% | Q1 2022 | Q2 2023 | 6 |
Stifel Trust Company, N.A. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Capital Wealth Planning, LLC | 5 | 1 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q4 2020 | 6 |
Costello Asset Management, INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
JANICZEK WEALTH MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
ICA Group Wealth Management, LLC | 6 | 6 | 0.01% | 0.06% | 0.09% | Q1 2022 | Q2 2023 | 6 |
Arcus Capital Partners, LLC | 5 | 1 | 0.00% | 0.56% | 0.73% | Q4 2016 | Q4 2022 | 6 |
Sunflower Bank, N.A. | 6 | 6 | 0.03% | 0.06% | 0.09% | Q4 2020 | Q1 2022 | 6 |
McAdams Wright Ragen, Inc. | 6 | 6 | 0.01% | 0.07% | 0.20% | Q2 2013 | Q3 2014 | 6 |
Anson Capital, Inc. | 6 | 6 | 0.60% | 3.68% | 5.36% | Q4 2021 | Q1 2023 | 6 |
Paulson Wealth Management Inc. | 4 | 1 | 0.07% | 1.29% | 2.58% | Q4 2017 | Q3 2021 | 6 |
OAK FAMILY ADVISORS, LLC | 6 | 6 | 0.08% | 0.28% | 0.48% | Q4 2020 | Q1 2022 | 6 |
Birchcreek Wealth Management, LLC | 6 | 6 | 0.15% | 0.20% | 0.23% | Q4 2020 | Q1 2022 | 6 |
McIlrath & Eck, LLC | 4 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 6 |
Sharkey, Howes & Javer | 5 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q3 2016 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Orion Capital Management LLC | 6 | 6 | 0.30% | 0.75% | 0.89% | Q4 2020 | Q1 2022 | 6 |
Round Rock Advisors, LLC | 6 | 6 | 0.09% | 0.16% | 0.23% | Q4 2020 | Q1 2022 | 6 |
Baker Avenue Asset Management, LP | 4 | 2 | 0.00% | 0.22% | 0.57% | Q4 2014 | Q3 2023 | 6 |
Human Investing LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2020 | 6 |
Nuveen Asset Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Lloyd Advisory Services, LLC. | 5 | 1 | 0.01% | 0.14% | 0.72% | Q2 2020 | Q1 2022 | 6 |
Prairiewood Capital, LLC | 6 | 6 | 1.80% | 2.15% | 2.98% | Q2 2022 | Q3 2023 | 6 |
Kozak & Associates, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q4 2022 | 6 |
Tortoise Investment Management, LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2023 | 6 |
GoalVest Advisory LLC | 3 | 3 | 0.01% | 0.41% | 0.80% | Q4 2020 | Q3 2022 | 6 |
D L CARLSON INVESTMENT GROUP INC | 5 | 5 | 0.07% | 0.08% | 0.09% | Q4 2015 | Q4 2016 | 5 |
TITLEIST CAPITAL, LLC | 5 | 5 | 0.05% | 0.30% | 0.54% | Q4 2021 | Q4 2022 | 5 |
First Citizens Financial Corp | 4 | 1 | 0.20% | 1.04% | 1.76% | Q4 2019 | Q3 2022 | 5 |
Roger Wittlin Investment Advisory, LLC | 5 | 5 | 0.58% | 1.43% | 3.97% | Q3 2022 | Q3 2023 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.16% | 0.22% | 0.32% | Q4 2016 | Q4 2017 | 5 |
LILLEY & CO | 5 | 5 | 0.12% | 0.18% | 0.25% | Q2 2013 | Q2 2014 | 5 |
WESTPORT RESOURCES MANAGEMENT INC | 5 | 5 | 0.01% | 0.31% | 1.54% | Q2 2013 | Q2 2014 | 5 |
MayTech Global Investments, LLC | 5 | 5 | 0.21% | 0.29% | 0.37% | Q2 2021 | Q2 2022 | 5 |
Financial Partners Group, Inc | 4 | 1 | 0.12% | 4.00% | 5.47% | Q4 2017 | Q3 2023 | 5 |
Colonial Trust Advisors | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Global Assets Advisory, LLC | 5 | 5 | 1.84% | 2.24% | 2.75% | Q3 2022 | Q3 2023 | 5 |
Ruggie Capital Group | 3 | 1 | 0.01% | 0.03% | 0.05% | Q4 2014 | Q4 2018 | 5 |
Colonial Trust Co / SC | 5 | 5 | 0.04% | 0.06% | 0.08% | Q3 2022 | Q3 2023 | 5 |
MTM Investment Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Pacific Wealth Strategies Group, Inc. | 4 | 1 | 0.11% | 0.13% | 0.14% | Q1 2019 | Q3 2020 | 5 |
Leelyn Smith, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
TDAM USA INC. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2016 | 5 |
Windsor Creek Advisors, LLC | 5 | 5 | 0.30% | 0.51% | 0.75% | Q4 2019 | Q4 2020 | 5 |
Curi Wealth Management, LLC | 5 | 5 | 0.15% | 0.28% | 0.39% | Q4 2020 | Q4 2021 | 5 |
FAIRFIELD, BUSH & CO. | 2 | 1 | 0.03% | 0.06% | 0.08% | Q4 2016 | Q2 2023 | 5 |
Thomas J. Herzfeld Advisors, Inc. | 3 | 2 | 0.03% | 0.04% | 0.06% | Q1 2018 | Q4 2019 | 5 |
CAPSTONE INVESTMENT ADVISORS, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2023 | 5 |
WEALTHFRONT Corp | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2015 | 5 |
CABANA LLC | 2 | 1 | 0.01% | 5.18% | 9.48% | Q4 2018 | Q2 2021 | 5 |
Personal Wealth Partners | 4 | 1 | 0.03% | 0.26% | 0.51% | Q1 2019 | Q2 2021 | 5 |
Carl P. Sherr & Co., LLC | 2 | 1 | 0.13% | 0.15% | 0.16% | Q4 2021 | Q2 2023 | 5 |
DELTA ASSET MANAGEMENT LLC/TN | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2022 | 5 |
First Command Financial Services, Inc. | 5 | 5 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q4 2021 | 5 |
First Command Bank | 5 | 5 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q4 2021 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.11% | 0.17% | 0.21% | Q3 2022 | Q3 2023 | 5 |
Advanced Asset Management Advisors Inc | 4 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2022 | 5 |
GABLES CAPITAL MANAGEMENT INC. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 5 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 5 | 5 | 0.08% | 0.10% | 0.10% | Q1 2022 | Q1 2023 | 5 |
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | 2 | 1 | 0.15% | 0.21% | 0.28% | Q4 2021 | Q2 2023 | 5 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2018 | 5 |
Fairhaven Wealth Management, LLC | 5 | 5 | 1.14% | 1.40% | 2.00% | Q4 2018 | Q4 2019 | 5 |
MinichMacGregor Wealth Management, LLC | 3 | 1 | 0.00% | 1.73% | 2.95% | Q3 2017 | Q4 2022 | 5 |
Hennion & Walsh Asset Management, Inc. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2022 | 5 |
Firestone Capital Management | 4 | 1 | 0.01% | 0.05% | 0.06% | Q4 2019 | Q3 2021 | 5 |
Royal Fund Management, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q2 2019 | 5 |
STRATTON MANAGEMENT CO | 5 | 5 | 0.02% | 0.06% | 0.10% | Q4 2014 | Q4 2015 | 5 |
RESOLUTE FINANCIAL, LLC | 5 | 5 | 0.20% | 0.29% | 0.56% | Q4 2021 | Q4 2022 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.10% | 0.15% | 0.25% | Q4 2021 | Q4 2022 | 5 |
PATHSTONE FAMILY OFFICE, LLC | 2 | 1 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 5 |
Long Wharf Investors, Inc. | 5 | 5 | 0.50% | 0.90% | 1.42% | Q2 2013 | Q2 2014 | 5 |
Highview Capital Management LLC/DE/ | 5 | 5 | 0.20% | 0.77% | 1.36% | Q4 2021 | Q4 2022 | 5 |
Penn Mutual Asset Management, LLC | 4 | 1 | 2.07% | 3.29% | 7.53% | Q1 2020 | Q3 2023 | 5 |
Tempus Wealth Planning, LLC | 3 | 2 | 0.09% | 0.12% | 0.16% | Q2 2021 | Q3 2023 | 5 |
Westshore Wealth, LLC | 5 | 5 | 0.43% | 1.83% | 3.77% | Q2 2022 | Q2 2023 | 5 |
Family Capital Trust Co | 5 | 5 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q2 2014 | 5 |
Danda Trouve Investment Management, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.00% | 0.02% | 0.08% | Q4 2019 | Q2 2022 | 5 |
Argentus Capital Management, LLC | 5 | 5 | 0.24% | 0.77% | 2.33% | Q3 2015 | Q3 2016 | 5 |
Clear Harbor Asset Management, LLC | 2 | 1 | 0.00% | 0.04% | 0.11% | Q2 2014 | Q3 2020 | 5 |
Resurgent Financial Advisors LLC | 2 | 1 | 0.01% | 0.12% | 0.23% | Q4 2021 | Q3 2023 | 5 |
Bangor Savings Bank | 4 | 1 | 0.01% | 0.09% | 0.13% | Q2 2013 | Q2 2022 | 5 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2018 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.04% | 0.04% | 0.06% | Q4 2021 | Q4 2022 | 5 |
TPB WEALTH ADVISORS | 5 | 5 | 0.54% | 0.89% | 1.29% | Q1 2021 | Q1 2022 | 5 |
Virtu Financial LLC | 2 | 1 | 0.01% | 0.04% | 0.08% | Q3 2017 | Q2 2019 | 5 |
Global Wealth Strategies & Associates | 5 | 5 | 0.00% | 0.48% | 2.36% | Q4 2022 | Q4 2023 | 5 |
Ascent Group, LLC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q4 2022 | 5 |
McNamara Financial Services, Inc. | 5 | 5 | 1.23% | 1.35% | 1.46% | Q4 2014 | Q4 2015 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.08% | 0.16% | 0.35% | Q1 2015 | Q1 2016 | 5 |
NEVILLE RODIE & SHAW INC | 5 | 5 | 0.10% | 0.19% | 0.41% | Q2 2013 | Q2 2014 | 5 |
PROTECTIVE LIFE CORP | 5 | 5 | 25.81% | 28.17% | 29.78% | Q3 2018 | Q3 2019 | 5 |
Spectrum Management Group, LLC | 2 | 1 | 0.00% | 0.02% | 0.03% | Q4 2015 | Q3 2021 | 5 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2019 | 5 |
Castle Rock Wealth Management, LLC | 4 | 1 | 0.15% | 0.36% | 0.62% | Q4 2017 | Q2 2020 | 5 |
Gemmer Asset Management LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q1 2020 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q4 2022 | 5 |
SELDON CAPITAL LP | 5 | 5 | 0.06% | 0.24% | 0.47% | Q4 2021 | Q4 2022 | 5 |
FIRST HORIZON CORP | 4 | 1 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q2 2021 | 5 |
San Luis Wealth Advisors LLC | 2 | 1 | 0.18% | 2.28% | 3.94% | Q4 2020 | Q2 2023 | 5 |
Truepoint, Inc. | 5 | 5 | 0.03% | 0.06% | 0.08% | Q4 2016 | Q4 2017 | 5 |
Missouri Trust & Investment Co | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Geneva Partners, LLC | 4 | 1 | 0.27% | 1.19% | 1.90% | Q2 2016 | Q2 2018 | 5 |
Qube Research & Technologies Ltd | 2 | 1 | 0.00% | 0.03% | 0.13% | Q3 2020 | Q1 2023 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.27% | 0.33% | 0.37% | Q3 2022 | Q3 2023 | 5 |
Bouvel Investment Partners, LLC | 5 | 5 | 0.87% | 1.29% | 1.66% | Q3 2022 | Q3 2023 | 5 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 4 | 1 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q4 2021 | 5 |
MACQUARIE GROUP LTD | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2019 | 5 |
State of New Jersey Common Pension Fund D | 5 | 5 | 0.19% | 0.22% | 0.29% | Q3 2016 | Q3 2017 | 5 |
Smart Portfolios, LLC | 5 | 5 | 0.06% | 0.07% | 0.08% | Q1 2018 | Q1 2019 | 5 |
True Link Financial Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q4 2021 | 5 |
Balboa Wealth Partners | 5 | 5 | 0.11% | 0.16% | 0.24% | Q3 2022 | Q3 2023 | 5 |
Slocum, Gordon & Co LLP | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Sunnymeath Asset Management, Inc. | 3 | 1 | 0.02% | 0.04% | 0.04% | Q4 2015 | Q4 2016 | 4 |
Hillsdale Investment Management Inc. | 4 | 4 | 0.11% | 0.19% | 0.30% | Q2 2014 | Q1 2015 | 4 |
FIDUCIARY TRUST INTERNATIONAL LLC | 4 | 4 | 0.06% | 0.08% | 0.11% | Q2 2019 | Q1 2020 | 4 |
Capital Directions Investment Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2018 | 4 |
Sterneck Capital Management, LLC | 4 | 4 | 0.19% | 0.20% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Geller Advisors LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.01% | 0.05% | 0.16% | Q4 2018 | Q1 2023 | 4 |
Freedom Day Solutions, LLC | 4 | 4 | 0.21% | 0.76% | 1.16% | Q4 2022 | Q3 2023 | 4 |
Diversified Trust Co | 2 | 1 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q2 2023 | 4 |
PALISADE CAPITAL MANAGEMENT, LP | 2 | 1 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q1 2023 | 4 |
Savant Capital, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
Live Your Vision, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q1 2019 | 4 |
Palogic Value Management, L.P. | 4 | 4 | 0.28% | 0.30% | 0.32% | Q4 2022 | Q3 2023 | 4 |
Institute for Wealth Management, LLC. | 2 | 1 | 0.01% | 0.08% | 0.14% | Q2 2017 | Q4 2019 | 4 |
J. W. Coons Advisors, LLC | 3 | 1 | 0.06% | 0.07% | 0.07% | Q4 2021 | Q3 2023 | 4 |
Visionary Asset Management, Inc. | 3 | 1 | 0.08% | 0.12% | 0.14% | Q3 2013 | Q4 2018 | 4 |
Kistler-Tiffany Companies, LLC | 4 | 4 | 0.01% | 0.09% | 0.17% | Q2 2013 | Q1 2014 | 4 |
Glaxis Capital Management, LLC | 2 | 1 | 0.57% | 2.26% | 5.77% | Q3 2017 | Q3 2023 | 4 |
ALETHEA CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.45% | 0.54% | 0.62% | Q1 2015 | Q4 2015 | 4 |
First National Bank of Hutchinson | 3 | 1 | 0.08% | 0.11% | 0.12% | Q3 2018 | Q4 2019 | 4 |
Yorktown Management & Research Co Inc | 4 | 4 | 0.43% | 1.16% | 2.00% | Q4 2015 | Q3 2016 | 4 |
Braver Wealth Management, LLC | 4 | 4 | 0.40% | 0.70% | 1.55% | Q1 2016 | Q4 2016 | 4 |
Advisors Asset Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Janney Capital Management LLC | 2 | 1 | 0.02% | 0.23% | 0.38% | Q1 2016 | Q4 2022 | 4 |
QS LEGG MASON GLOBAL ASSET ALLOCATION, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2014 | 4 |
Tuttle Capital Management, LLC | 2 | 1 | 1.21% | 2.47% | 5.83% | Q1 2014 | Q4 2016 | 4 |
MILES CAPITAL, INC. | 4 | 4 | 0.20% | 0.21% | 0.23% | Q2 2019 | Q1 2020 | 4 |
Horan Capital Advisors, LLC. | 2 | 1 | 0.01% | 0.01% | 0.03% | Q3 2017 | Q3 2020 | 4 |
Balentine LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 4 |
MRA Associates USA LLC | 4 | 4 | 0.46% | 0.95% | 1.40% | Q4 2018 | Q3 2019 | 4 |
Kernodle & Katon Asset Management Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2016 | 4 |
INVESTORS TRUST INC | 2 | 2 | 0.31% | 1.22% | 2.11% | Q2 2013 | Q3 2014 | 4 |
Parasol Investment Management, LLC | 4 | 4 | 0.15% | 0.17% | 0.19% | Q3 2013 | Q2 2014 | 4 |
Surevest, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Crosspoint Capital Strategies, LLC | 2 | 2 | 0.01% | 0.28% | 1.03% | Q4 2013 | Q4 2015 | 4 |
Tarbox Family Office, Inc. | 2 | 1 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q3 2021 | 4 |
Shoker Investment Counsel, Inc. | 4 | 4 | 0.32% | 0.34% | 0.36% | Q4 2014 | Q3 2015 | 4 |
BALYASNY ASSET MANAGEMENT L.P. | 3 | 1 | 0.00% | 0.03% | 0.04% | Q4 2016 | Q2 2023 | 4 |
Anfield Capital Management, LLC | 2 | 1 | 0.01% | 0.94% | 1.45% | Q4 2019 | Q3 2021 | 4 |
Abacus Planning Group, Inc. | 4 | 4 | 0.07% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Probabilities Fund Management, LLC | 4 | 4 | 0.26% | 0.39% | 0.56% | Q4 2017 | Q3 2018 | 4 |
BlueCrest Capital Management Ltd | 2 | 2 | 0.01% | 0.15% | 0.45% | Q3 2021 | Q3 2023 | 4 |
Burt Wealth Advisors | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q1 2016 | 4 |
J.P. Turner & Co Capital Mnagement, LLC | 4 | 4 | 0.37% | 0.39% | 0.42% | Q4 2014 | Q3 2015 | 4 |
Insight Wealth Partners, LLC | 4 | 4 | 0.06% | 0.11% | 0.24% | Q4 2022 | Q3 2023 | 4 |
QCM Cayman, Ltd. | 4 | 4 | 0.22% | 0.70% | 1.20% | Q4 2020 | Q3 2021 | 4 |
SG3 Management, LLC | 1 | 1 | 0.05% | 0.42% | 1.08% | Q1 2019 | Q1 2022 | 4 |
NOMURA HOLDINGS INC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2017 | 4 |
KWMG, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
Price Capital Management, Inc. | 2 | 1 | 0.81% | 23.55% | 56.17% | Q1 2019 | Q3 2021 | 4 |
DAVIDSON INVESTMENT ADVISORS | 2 | 1 | 0.00% | 0.27% | 0.55% | Q1 2015 | Q3 2023 | 4 |
Otter Creek Advisors, LLC | 2 | 2 | 0.48% | 2.26% | 3.27% | Q4 2016 | Q4 2017 | 4 |
Western Asset Management Company, LLC | 4 | 4 | 1.78% | 2.87% | 3.76% | Q3 2015 | Q2 2016 | 4 |
MISSION WEALTH MANAGEMENT, LP | 3 | 1 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q3 2023 | 4 |
Bridgewater Wealth & Financial Management, LLC | 4 | 4 | 0.17% | 0.22% | 0.24% | Q1 2016 | Q4 2016 | 4 |
Cleary Gull Holdings Inc. | 4 | 4 | 1.25% | 1.56% | 1.74% | Q2 2015 | Q1 2016 | 4 |
Stuart Chaussee & Associates, Inc. | 3 | 1 | 5.44% | 20.53% | 58.46% | Q2 2017 | Q3 2018 | 4 |
CETERA INVESTMENT MANAGEMENT LLC | 4 | 4 | 1.33% | 1.63% | 1.77% | Q4 2015 | Q3 2016 | 4 |
VALLEY FINANCIAL MANAGEMENT, INC. | 4 | 4 | 0.40% | 0.52% | 0.67% | Q3 2022 | Q2 2023 | 4 |
Whitegate Investment Counselors, Inc. | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q3 2021 | 4 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 4 | 4 | 0.01% | 0.07% | 0.10% | Q4 2017 | Q3 2018 | 4 |
KHP Capital, LLC | 4 | 4 | 1.95% | 2.07% | 2.18% | Q4 2017 | Q3 2018 | 4 |
PERSONAL CFO SOLUTIONS, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q4 2021 | 4 |
Capital One Investing, Inc. | 4 | 4 | 0.61% | 0.96% | 1.12% | Q4 2018 | Q3 2019 | 4 |
Bridgeworth, LLC | 3 | 1 | 0.05% | 0.11% | 0.15% | Q4 2016 | Q2 2018 | 4 |
VILLERE ST DENIS J & CO LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q4 2022 | 4 |
WP Advisors, LLC | 4 | 4 | 7.00% | 7.61% | 8.37% | Q4 2016 | Q3 2017 | 4 |
Narus Financial Partners, LLC | 4 | 4 | 0.34% | 0.37% | 0.41% | Q4 2016 | Q3 2017 | 4 |
Black Swift Group, LLC | 4 | 4 | 0.38% | 1.01% | 1.55% | Q1 2020 | Q4 2020 | 4 |
Clear Perspective Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 4 |
DOHENY ASSET MANAGEMENT /CA | 4 | 4 | 0.11% | 0.12% | 0.14% | Q3 2013 | Q2 2014 | 4 |
HARBOR ADVISORY CORP /MA/ | 4 | 4 | 0.86% | 0.90% | 0.95% | Q4 2022 | Q3 2023 | 4 |
Townsend & Associates, Inc | 4 | 4 | 0.57% | 1.45% | 2.38% | Q4 2022 | Q3 2023 | 4 |
SSI INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.03% | 0.17% | 0.52% | Q1 2015 | Q4 2015 | 4 |
55I, LLC | 4 | 4 | 0.01% | 0.03% | 0.04% | Q2 2021 | Q1 2022 | 4 |
Biltmore Family Office, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q4 2020 | 4 |
STRATEGIC CAPITAL ADVISERS, INC. | 4 | 4 | 0.21% | 0.22% | 0.23% | Q3 2021 | Q2 2022 | 4 |
Q3 Asset Management | 2 | 1 | 0.34% | 1.85% | 3.96% | Q3 2019 | Q3 2021 | 4 |
F3Logic, LLC | 3 | 1 | 0.02% | 0.29% | 0.40% | Q1 2018 | Q3 2020 | 4 |
CX Institutional | 2 | 1 | 0.00% | 0.04% | 0.08% | Q2 2018 | Q2 2022 | 4 |
Integris Wealth Management, LLC | 4 | 4 | 0.22% | 0.24% | 0.25% | Q4 2022 | Q3 2023 | 4 |
Essex Savings Bank | 3 | 1 | 0.05% | 0.08% | 0.12% | Q4 2018 | Q2 2020 | 4 |
MIRSKY FINANCIAL MANAGEMENT CORP. | 4 | 4 | 0.15% | 0.19% | 0.30% | Q1 2021 | Q4 2021 | 4 |
Hoover Financial Advisors, Inc. | 4 | 4 | 0.02% | 0.05% | 0.10% | Q3 2020 | Q2 2021 | 4 |
Nalls Sherbakoff Group, LLC | 3 | 1 | 0.05% | 0.07% | 0.11% | Q4 2018 | Q3 2023 | 4 |
Bay Harbor Wealth Management, LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q4 2020 | 4 |
NORRIS PERNE & FRENCH LLP/MI | 3 | 1 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2022 | 4 |
Cornerstone Wealth Group, LLC | 4 | 4 | 0.65% | 0.70% | 0.77% | Q1 2019 | Q4 2019 | 4 |
WT Wealth Management | 2 | 2 | 0.16% | 0.35% | 0.71% | Q3 2019 | Q4 2020 | 4 |
Arden Trust Co | 4 | 4 | 0.03% | 0.04% | 0.05% | Q2 2019 | Q1 2020 | 4 |
TCF National Bank | 4 | 4 | 0.03% | 0.04% | 0.06% | Q3 2019 | Q2 2020 | 4 |
Relyea Zuckerberg Hanson LLC | 4 | 4 | 0.35% | 0.48% | 0.66% | Q4 2021 | Q3 2022 | 4 |
Americana Partners, LLC | 3 | 1 | 0.05% | 0.09% | 0.16% | Q3 2021 | Q3 2022 | 4 |
Capital Square, LLC | 3 | 1 | 0.09% | 0.23% | 0.30% | Q1 2020 | Q2 2023 | 4 |
Modus Advisors, LLC | 4 | 4 | 1.53% | 1.57% | 1.59% | Q4 2022 | Q3 2023 | 4 |
Laidlaw Wealth Management LLC | 2 | 1 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q3 2022 | 4 |
AMJ Financial Wealth Management | 4 | 4 | 0.30% | 1.71% | 2.26% | Q1 2021 | Q4 2021 | 4 |
TOBIAS FINANCIAL ADVISORS, INC. | 3 | 1 | 0.04% | 2.91% | 3.98% | Q4 2019 | Q3 2023 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.13% | 0.17% | 0.19% | Q4 2019 | Q3 2021 | 4 |
REBALANCE, LLC | 4 | 4 | 1.38% | 1.45% | 1.52% | Q4 2022 | Q3 2023 | 4 |
Live Oak Investment Partners | 4 | 4 | 0.13% | 0.18% | 0.23% | Q4 2022 | Q3 2023 | 4 |
Wealth Advisory Solutions, LLC | 2 | 1 | 0.06% | 0.09% | 0.16% | Q4 2019 | Q2 2023 | 4 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Greystone Financial Group, LLC | 4 | 4 | 2.19% | 2.70% | 3.70% | Q4 2021 | Q3 2022 | 4 |
ADE, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q3 2021 | 4 |
Wealth Dimensions Group, Ltd. | 2 | 2 | 0.15% | 0.19% | 0.22% | Q1 2021 | Q2 2023 | 4 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.01% | 0.45% | 1.80% | Q4 2020 | Q3 2023 | 4 |
SOA Wealth Advisors, LLC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Better Money Decisions, LLC | 3 | 1 | 0.04% | 0.05% | 0.05% | Q1 2021 | Q2 2022 | 4 |
Benedetti & Gucer, Inc. | 4 | 4 | 0.56% | 0.64% | 0.72% | Q1 2021 | Q4 2021 | 4 |
Keystone Wealth Services, LLC | 4 | 4 | 0.22% | 0.24% | 0.27% | Q4 2022 | Q3 2023 | 4 |
Bank of New Hampshire | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Derbend Asset Management | 4 | 4 | 0.34% | 0.35% | 0.36% | Q2 2021 | Q1 2022 | 4 |
Twelve Points Wealth Management LLC | 4 | 4 | 0.28% | 0.50% | 0.74% | Q4 2022 | Q3 2023 | 4 |
Family Investment Center, Inc. | 4 | 4 | 0.99% | 8.33% | 11.07% | Q4 2022 | Q3 2023 | 4 |
Wayfinding Financial, LLC | 3 | 1 | 1.72% | 2.41% | 2.97% | Q3 2022 | Q3 2023 | 4 |
Amplius Wealth Advisors, LLC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2021 | Q3 2022 | 4 |
TAGStone Capital, Inc. | 3 | 1 | 0.25% | 0.30% | 0.42% | Q3 2022 | Q3 2023 | 4 |
PayPay Securities Corp | 4 | 4 | 0.10% | 0.13% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Mid-American Wealth Advisory Group, Inc. | 2 | 2 | 0.50% | 2.53% | 4.64% | Q4 2021 | Q3 2023 | 4 |
Financial Futures Ltd Liability Co. | 4 | 4 | 0.31% | 1.80% | 5.04% | Q1 2022 | Q4 2022 | 4 |
KARLINSKI ANDREW C | 4 | 4 | 0.43% | 0.81% | 1.49% | Q4 2021 | Q3 2022 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.09% | 0.12% | 0.19% | Q4 2022 | Q3 2023 | 4 |
KFG WEALTH MANAGEMENT, LLC | 4 | 4 | 0.18% | 0.22% | 0.29% | Q4 2022 | Q3 2023 | 4 |
Quantum Financial Advisors, LLC | 4 | 4 | 0.06% | 0.08% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Carr Financial Group Corp | 4 | 4 | 0.33% | 0.41% | 0.53% | Q4 2022 | Q3 2023 | 4 |
Astoria Portfolio Advisors LLC. | 4 | 4 | 0.26% | 0.59% | 0.96% | Q4 2021 | Q3 2022 | 4 |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 4 | 4 | 0.12% | 0.25% | 0.64% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.11% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.01% | 0.17% | 0.23% | Q4 2022 | Q3 2023 | 4 |
Triasima Portfolio Management inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
GDS Wealth Management | 4 | 4 | 1.35% | 1.44% | 1.55% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.02% | 0.06% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Lodestone Wealth Management LLC | 4 | 4 | 0.33% | 0.40% | 0.45% | Q4 2022 | Q3 2023 | 4 |
Cyndeo Wealth Partners, LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Ethos Financial Group, LLC | 4 | 4 | 0.08% | 0.10% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Kades & Cheifetz LLC | 4 | 4 | 3.89% | 4.04% | 4.26% | Q4 2022 | Q3 2023 | 4 |
Sharper & Granite LLC | 4 | 4 | 0.94% | 1.11% | 1.21% | Q4 2022 | Q3 2023 | 4 |
Strategic Investment Solutions, Inc. /IL | 4 | 4 | 0.01% | 0.15% | 0.48% | Q4 2022 | Q3 2023 | 4 |
JDM Financial Group LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Family Asset Management, LLC | 4 | 4 | 0.03% | 0.12% | 0.21% | Q4 2022 | Q3 2023 | 4 |
SP Asset Management LLC | 4 | 4 | 3.40% | 4.14% | 5.11% | Q4 2022 | Q3 2023 | 4 |
MELFA WEALTH MANAGEMENT, INC. | 4 | 4 | 0.33% | 0.34% | 0.35% | Q4 2022 | Q3 2023 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 4 | 4 | 0.12% | 0.18% | 0.22% | Q4 2022 | Q3 2023 | 4 |
HF Advisory Group, LLC | 4 | 4 | 0.34% | 0.36% | 0.38% | Q4 2022 | Q3 2023 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Core Wealth Partners LLC | 4 | 4 | 0.29% | 0.36% | 0.48% | Q4 2022 | Q3 2023 | 4 |
Michelson Medical Research Foundation, Inc. | 4 | 4 | 1.62% | 1.78% | 2.01% | Q4 2022 | Q3 2023 | 4 |
VIAWEALTH, LLC | 4 | 4 | 0.57% | 0.81% | 0.97% | Q4 2022 | Q3 2023 | 4 |
BOS Asset Management, LLC | 4 | 4 | 3.55% | 3.83% | 4.18% | Q4 2022 | Q3 2023 | 4 |
CHANNEL WEALTH LLC | 4 | 4 | 0.52% | 0.96% | 1.26% | Q1 2023 | Q4 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.11% | 0.14% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Etesian Wealth Advisors, Inc. | 4 | 4 | 0.88% | 0.95% | 1.08% | Q4 2022 | Q3 2023 | 4 |
DOW CHEMICAL CO /DE/ | 4 | 4 | 5.65% | 17.92% | 32.84% | Q2 2021 | Q1 2022 | 4 |
CAPITAL GUARDIAN TRUST CO | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2017 | 4 |
SMITH CHAS P & ASSOCIATES PA CPAS | 3 | 1 | 2.70% | 2.83% | 2.94% | Q2 2021 | Q2 2022 | 4 |
VAN STRUM & TOWNE INC. | 3 | 1 | 0.09% | 0.21% | 0.28% | Q4 2021 | Q3 2023 | 4 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 4 | 4 | 0.39% | 0.62% | 0.76% | Q2 2017 | Q1 2018 | 4 |
BOSTON ADVISORS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2017 | 4 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q4 2019 | 4 |
SYM FINANCIAL Corp | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q3 2018 | 4 |
PENN MUTUAL LIFE INSURANCE CO | 4 | 4 | 8.63% | 9.48% | 11.28% | Q4 2014 | Q3 2015 | 4 |
SADOFF INVESTMENT MANAGEMENT LLC | 4 | 4 | 1.62% | 1.68% | 1.74% | Q4 2021 | Q3 2022 | 4 |
ROOSEVELT INVESTMENT GROUP LLC | 4 | 4 | 0.05% | 0.06% | 0.09% | Q4 2020 | Q3 2021 | 4 |
NOVARE CAPITAL MANAGEMENT LLC | 4 | 4 | 0.04% | 0.40% | 0.73% | Q3 2021 | Q2 2022 | 4 |
EXCHANGE TRADED CONCEPTS, LLC | 3 | 3 | 3.31% | 3.81% | 4.40% | Q4 2020 | Q2 2021 | 3 |
CHILTON INVESTMENT CO INC. | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2015 | 3 |
ROBINSON CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.36% | 0.60% | 0.96% | Q1 2017 | Q3 2017 | 3 |
Kingsbury Capital Investment Advisors LLC | 3 | 3 | 0.48% | 0.60% | 0.78% | Q1 2022 | Q3 2022 | 3 |
Vestmark Advisory Solutions, Inc. | 3 | 3 | 0.20% | 0.22% | 0.24% | Q2 2022 | Q4 2022 | 3 |
Independent Advisor Alliance | 1 | 1 | 0.02% | 0.09% | 0.17% | Q1 2017 | Q4 2020 | 3 |
Rice Partnership, LLC | 1 | 1 | 0.00% | 0.02% | 0.06% | Q2 2020 | Q4 2021 | 3 |
Blue Granite Capital, LLC | 3 | 3 | 0.03% | 0.08% | 0.10% | Q2 2017 | Q4 2017 | 3 |
Lansing Street Advisors | 3 | 3 | 0.01% | 0.04% | 0.08% | Q1 2022 | Q3 2022 | 3 |
Platte River Wealth Advisors, LLC | 3 | 3 | 0.15% | 0.18% | 0.22% | Q2 2021 | Q4 2021 | 3 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 2 | 1 | 0.01% | 0.03% | 0.05% | Q3 2015 | Q1 2018 | 3 |
Fortune 45 LLC | 3 | 3 | 0.27% | 0.48% | 0.59% | Q4 2021 | Q2 2022 | 3 |
Mitsubishi UFJ Trust & Banking Corp | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 3 |
Summit Financial, LLC | 3 | 3 | 0.02% | 0.10% | 0.14% | Q1 2023 | Q3 2023 | 3 |
LITTLE HOUSE CAPITAL LLC | 3 | 3 | 1.49% | 1.55% | 1.61% | Q2 2021 | Q4 2021 | 3 |
Palo Capital, Inc. | 2 | 1 | 0.65% | 0.69% | 0.76% | Q1 2018 | Q4 2018 | 3 |
Nilsine Partners, LLC | 3 | 3 | 0.20% | 0.20% | 0.21% | Q1 2023 | Q3 2023 | 3 |
Tradewinds Capital Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2017 | 3 |
Elite Wealth Management, Inc. | 2 | 1 | 0.00% | 0.02% | 0.03% | Q1 2013 | Q2 2014 | 3 |
Benchmark Capital Advisors | 3 | 3 | 0.16% | 0.18% | 0.19% | Q2 2017 | Q4 2017 | 3 |
First Personal Financial Services | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
ROBERTSON STEPHENS ADVISORS LLC | 3 | 3 | 0.51% | 0.59% | 0.65% | Q1 2017 | Q3 2017 | 3 |
DENVER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.21% | 0.22% | 0.24% | Q1 2021 | Q2 2022 | 3 |
USCA RIA LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q2 2021 | 3 |
HILL ISLAND FINANCIAL LLC | 2 | 1 | 0.08% | 0.10% | 0.13% | Q4 2021 | Q4 2022 | 3 |
Pallas Capital Advisors LLC | 3 | 3 | 0.03% | 0.65% | 1.14% | Q1 2023 | Q3 2023 | 3 |
Hedeker Wealth, LLC | 3 | 3 | 0.38% | 0.41% | 0.44% | Q3 2021 | Q1 2022 | 3 |
Bridgewealth Advisory Group, LLC | 3 | 3 | 0.35% | 0.41% | 0.46% | Q4 2022 | Q2 2023 | 3 |
HERBST GROUP, LLC | 3 | 3 | 0.61% | 0.65% | 0.67% | Q4 2021 | Q2 2022 | 3 |
Carson Advisory Inc. | 3 | 3 | 0.22% | 0.22% | 0.23% | Q1 2023 | Q3 2023 | 3 |
Lloyd Park, LLC | 2 | 1 | 0.20% | 0.29% | 0.35% | Q4 2021 | Q3 2022 | 3 |
MATHER GROUP, LLC. | 3 | 3 | 0.01% | 0.03% | 0.04% | Q2 2020 | Q4 2020 | 3 |
Squarepoint Ops LLC | 2 | 1 | 0.01% | 0.06% | 0.15% | Q2 2016 | Q2 2017 | 3 |
AHL INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.48% | 0.88% | 1.67% | Q4 2021 | Q2 2022 | 3 |
Simmons Bank | 3 | 3 | 0.02% | 0.04% | 0.05% | Q3 2017 | Q1 2018 | 3 |
Great Lakes Retirement, Inc. | 3 | 3 | 0.13% | 0.15% | 0.16% | Q1 2023 | Q3 2023 | 3 |
UNIONVIEW, LLC | 3 | 3 | 0.31% | 0.60% | 1.09% | Q1 2022 | Q3 2022 | 3 |
Eagle Strategies LLC | 2 | 1 | 0.10% | 0.21% | 0.28% | Q1 2022 | Q3 2023 | 3 |
Strategic Financial Concepts, LLC | 3 | 3 | 0.34% | 0.39% | 0.42% | Q1 2023 | Q3 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 3 |
Wavelength Capital Management, LLC | 3 | 3 | 1.12% | 1.46% | 1.86% | Q1 2023 | Q3 2023 | 3 |
Ken Stern & Associates, Inc. | 3 | 3 | 0.87% | 1.04% | 1.24% | Q4 2015 | Q2 2016 | 3 |
Regal Wealth Group, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
Holloway Wealth Management, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 3 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q1 2021 | 3 |
Brightworth | 2 | 1 | 0.04% | 0.05% | 0.05% | Q1 2018 | Q3 2019 | 3 |
American Trust | 3 | 3 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q1 2023 | 3 |
Julex Capital Management, LLC | 3 | 3 | 0.12% | 0.23% | 0.44% | Q1 2019 | Q3 2019 | 3 |
JONES FINANCIAL COMPANIES LLLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Econ Financial Services Corp | 2 | 1 | 0.00% | 1.16% | 1.82% | Q4 2021 | Q2 2023 | 3 |
Mandatum Life Insurance Co Ltd | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q2 2018 | 3 |
Weatherstone Capital Management | 3 | 3 | 0.14% | 0.33% | 0.43% | Q1 2015 | Q3 2015 | 3 |
WOODMONT INVESTMENT COUNSEL LLC | 2 | 1 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q2 2022 | 3 |
ENZI WEALTH | 3 | 3 | 0.36% | 0.79% | 1.05% | Q3 2022 | Q1 2023 | 3 |
RPG Investment Advisory, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Silverleafe Capital Partners, LLC | 3 | 3 | 0.12% | 0.13% | 0.14% | Q2 2019 | Q4 2019 | 3 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1 | 1 | 0.09% | 0.15% | 0.25% | Q4 2020 | Q1 2022 | 3 |
YHB Investment Advisors, Inc. | 3 | 3 | 0.06% | 0.11% | 0.15% | Q3 2021 | Q1 2022 | 3 |
Paladin Advisory Group, LLC | 3 | 3 | 0.32% | 0.70% | 1.05% | Q4 2021 | Q2 2022 | 3 |
MID CONTINENT CAPITAL LLC/IL | 2 | 1 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2014 | 3 |
Spotlight Asset Group, Inc. | 2 | 1 | 0.07% | 1.63% | 2.43% | Q4 2019 | Q3 2023 | 3 |
JAMES INVESTMENT RESEARCH INC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 3 |
Elmwood Wealth Management, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 3 |
Perennial Investment Advisors, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Red Door Wealth Management, LLC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q1 2020 | Q2 2021 | 3 |
CFM WEALTH PARTNERS LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2019 | Q2 2020 | 3 |
McLean Asset Management Corp | 3 | 3 | 0.09% | 0.11% | 0.16% | Q3 2021 | Q1 2022 | 3 |
Strategic Income Management, LLC | 3 | 3 | 2.57% | 2.60% | 2.64% | Q4 2014 | Q2 2015 | 3 |
Divergent Wealth Advisors | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2018 | Q3 2018 | 3 |
First Houston Capital, Inc. | 2 | 1 | 0.02% | 0.04% | 0.04% | Q3 2013 | Q3 2014 | 3 |
FIRST CITIZENS BANK & TRUST CO | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q4 2018 | 3 |
Larson Financial Group LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 3 |
MANCHESTER FINANCIAL INC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q1 2020 | 3 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q4 2021 | 3 |
NWQ INVESTMENT MANAGEMENT COMPANY, LLC | 2 | 1 | 0.01% | 0.09% | 0.23% | Q2 2014 | Q1 2015 | 3 |
Poehling Capital Management, INC. | 3 | 3 | 0.04% | 0.07% | 0.14% | Q4 2017 | Q2 2018 | 3 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2 | 1 | 0.01% | 0.04% | 0.09% | Q3 2019 | Q3 2022 | 3 |
AVALON CAPITAL MANAGEMENT | 2 | 1 | 0.09% | 0.29% | 0.40% | Q2 2016 | Q1 2022 | 3 |
Legacy Financial Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2018 | 3 |
EDGE ASSET MANAGEMENT, INC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2016 | 3 |
Kamunting Street Capital Management, L.P. | 3 | 3 | 1.04% | 1.96% | 3.52% | Q2 2017 | Q4 2017 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.12% | 0.13% | 0.15% | Q4 2017 | Q2 2018 | 3 |
Shorepoint Capital Partners LLC | 2 | 1 | 0.92% | 1.04% | 1.13% | Q1 2019 | Q2 2022 | 3 |
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA | 3 | 3 | 0.96% | 1.00% | 1.06% | Q1 2018 | Q3 2018 | 3 |
EXCELSIA, INC. | 3 | 3 | 0.62% | 3.26% | 4.85% | Q2 2013 | Q4 2013 | 3 |
Nelson Capital Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2019 | 3 |
Cypress Capital, LLC | 3 | 3 | 0.03% | 0.04% | 0.07% | Q3 2021 | Q1 2022 | 3 |
SEARLE & CO. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q2 2015 | 3 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Truehand, Inc | 3 | 3 | 0.04% | 0.06% | 0.07% | Q2 2020 | Q4 2020 | 3 |
MARINER INVESTMENT GROUP LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 3 |
Aspire Private Capital, LLC | 3 | 3 | 0.00% | 0.03% | 0.05% | Q4 2018 | Q2 2019 | 3 |
KAVAR CAPITAL PARTNERS GROUP, LLC | 1 | 1 | 0.07% | 0.08% | 0.08% | Q2 2022 | Q3 2023 | 3 |
Gryphon Financial Partners LLC | 1 | 1 | 0.00% | 0.06% | 0.16% | Q4 2018 | Q2 2023 | 3 |
CALDWELL SUTTER CAPITAL, INC. | 3 | 3 | 0.00% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Merriman Wealth Management, LLC | 3 | 3 | 0.17% | 0.19% | 0.22% | Q1 2017 | Q3 2017 | 3 |
Gary Goldberg Planning Services Inc | 2 | 1 | 0.02% | 0.27% | 0.70% | Q1 2013 | Q4 2014 | 3 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 3 |
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 3 | 3 | 0.88% | 0.93% | 0.98% | Q1 2015 | Q3 2015 | 3 |
Next Capital Management LLC | 3 | 3 | 0.13% | 0.15% | 0.17% | Q2 2021 | Q4 2021 | 3 |
East Coast Asset Management, LLC. | 3 | 3 | 0.06% | 0.07% | 0.09% | Q4 2012 | Q2 2013 | 3 |
KANALY TRUST CO | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q4 2016 | 3 |
CYNOSURE ADVISORS, LLC | 3 | 3 | 0.10% | 0.14% | 0.21% | Q4 2017 | Q2 2018 | 3 |
Francis Financial, Inc. | 3 | 3 | 0.20% | 0.21% | 0.22% | Q2 2022 | Q4 2022 | 3 |
Alpine Global Management, LLC | 1 | 1 | 0.05% | 0.28% | 0.42% | Q1 2014 | Q4 2019 | 3 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Allegiant Private Advisors, LLC | 3 | 3 | 2.21% | 3.58% | 4.72% | Q4 2020 | Q2 2021 | 3 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.16% | 0.48% | Q4 2017 | Q1 2020 | 3 |
INVESTMENT PARTNERS, LTD. | 1 | 1 | 0.02% | 0.08% | 0.16% | Q1 2015 | Q3 2022 | 3 |
WEST PACES ADVISORS INC. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2021 | 3 |
SWEENEY & MICHEL, LLC | 3 | 3 | 0.24% | 0.24% | 0.24% | Q1 2023 | Q3 2023 | 3 |
Measured Wealth Private Client Group, LLC | 2 | 1 | 0.03% | 0.08% | 0.11% | Q3 2018 | Q3 2023 | 3 |
Security National Bank | 3 | 3 | 0.09% | 0.10% | 0.12% | Q3 2020 | Q1 2021 | 3 |
Verdence Capital Advisors LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 0.07% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Montis Financial, LLC | 3 | 3 | 2.56% | 5.69% | 7.67% | Q1 2023 | Q3 2023 | 3 |
Artemis Wealth Advisors, LLC | 3 | 3 | 0.03% | 0.04% | 0.06% | Q2 2020 | Q4 2020 | 3 |
Midwest Financial Group LLC | 3 | 3 | 0.39% | 0.42% | 0.46% | Q1 2023 | Q3 2023 | 3 |
Ionic Capital Management LLC | 1 | 1 | 0.01% | 1.42% | 3.90% | Q4 2015 | Q3 2016 | 3 |
Epstein & White Financial LLC | 2 | 1 | 0.20% | 0.25% | 0.28% | Q4 2017 | Q3 2018 | 3 |
Park Edge Advisors, LLC | 2 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q3 2023 | 3 |
Sandbox Financial Partners, LLC | 3 | 3 | 0.12% | 0.14% | 0.16% | Q3 2021 | Q1 2022 | 3 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 3 | 3 | 0.01% | 0.09% | 0.13% | Q4 2019 | Q2 2020 | 3 |
NovaPoint Capital, LLC | 3 | 3 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q4 2021 | 3 |
Moran Wealth Management, LLC | 3 | 3 | 0.01% | 0.18% | 0.27% | Q1 2023 | Q3 2023 | 3 |
Strategic Blueprint, LLC | 1 | 1 | 0.03% | 0.04% | 0.06% | Q3 2019 | Q2 2021 | 3 |
Argent Advisors, Inc. | 2 | 1 | 0.00% | 0.12% | 0.19% | Q4 2019 | Q1 2021 | 3 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 2 | 1 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q1 2023 | 3 |
TIAA, FSB | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 3 |
LGT Financial Advisors LLC | 2 | 1 | 0.05% | 0.07% | 0.09% | Q4 2022 | Q3 2023 | 3 |
INSIGNEO ADVISORY SERVICES, LLC | 3 | 3 | 0.08% | 0.22% | 0.36% | Q1 2023 | Q3 2023 | 3 |
MRP Capital Investments, LLC | 3 | 3 | 0.01% | 0.26% | 0.40% | Q4 2022 | Q2 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.11% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 3 |
WealthSpring Partners, LLC | 3 | 3 | 0.16% | 0.20% | 0.26% | Q3 2022 | Q1 2023 | 3 |
Israel Discount Bank of New York | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2017 | Q3 2017 | 3 |
Knuff & Co LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q1 2020 | 3 |
CONTRARIAN CAPITAL MANAGEMENT, L.L.C. | 3 | 3 | 0.05% | 0.08% | 0.13% | Q2 2019 | Q4 2019 | 3 |
PALLADIUM PARTNERS LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 3 |
Field & Main Bank | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q2 2015 | 3 |
Palumbo Wealth Management LLC | 3 | 3 | 0.14% | 0.15% | 0.16% | Q4 2020 | Q2 2021 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.04% | 0.05% | 0.06% | Q4 2017 | Q4 2018 | 3 |
Bedell Frazier Investment Counselling, LLC | 3 | 3 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q2 2022 | 3 |
DAYMARK WEALTH PARTNERS, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
AMARILLO NATIONAL BANK | 2 | 1 | 0.04% | 0.07% | 0.11% | Q2 2021 | Q1 2022 | 3 |
Pathway Financial Advisors LLC | 3 | 3 | 0.24% | 0.24% | 0.24% | Q4 2017 | Q2 2018 | 3 |
West Branch Capital LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 3 |
Verition Fund Management LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q2 2023 | 3 |
Cercano Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Biondo Investment Advisors, LLC | 3 | 3 | 0.23% | 0.27% | 0.32% | Q2 2013 | Q4 2013 | 3 |
SWARTHMORE GROUP INC | 2 | 1 | 0.04% | 0.53% | 1.50% | Q4 2013 | Q3 2014 | 3 |
WestHill Financial Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Kavar Capital Partners, LLC | 2 | 2 | 0.01% | 0.03% | 0.05% | Q1 2018 | Q2 2018 | 2 |
Selective Wealth Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Belvedere Advisors LLC | 2 | 2 | 0.22% | 0.65% | 1.08% | Q1 2019 | Q2 2019 | 2 |
VisionPoint Advisory Group, LLC | 2 | 2 | 0.16% | 0.23% | 0.29% | Q2 2023 | Q3 2023 | 2 |
Souders Financial Advisors | 2 | 2 | 0.17% | 1.10% | 2.03% | Q1 2020 | Q2 2020 | 2 |
Richard P Slaughter Associates Inc | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q3 2021 | 2 |
Davis Capital Management | 2 | 2 | 0.05% | 0.05% | 0.06% | Q1 2020 | Q2 2020 | 2 |
Mount Yale Investment Advisors, LLC | 1 | 1 | 0.10% | 0.11% | 0.13% | Q4 2021 | Q4 2022 | 2 |
FNY Investment Advisers, LLC | 2 | 2 | 0.00% | 0.12% | 0.24% | Q1 2020 | Q2 2020 | 2 |
Fortis Group Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 2 |
Grant Street Asset Management, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Onyx Bridge Wealth Group LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.28% | 0.29% | 0.31% | Q2 2013 | Q3 2013 | 2 |
Bellwether Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
ELLINGTON MANAGEMENT GROUP LLC | 2 | 2 | 2.55% | 2.85% | 3.14% | Q1 2021 | Q2 2021 | 2 |
Brouwer & Janachowski, LLC | 1 | 1 | 0.02% | 0.03% | 0.05% | Q1 2014 | Q2 2015 | 2 |
Howard Capital Management Inc. | 2 | 2 | 0.24% | 0.74% | 1.24% | Q3 2020 | Q4 2020 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
Berkshire Bank | 2 | 2 | 0.05% | 0.10% | 0.14% | Q3 2020 | Q4 2020 | 2 |
D.B. Root & Company, LLC | 2 | 2 | 0.10% | 0.10% | 0.11% | Q2 2018 | Q3 2018 | 2 |
Seneca House Advisors | 2 | 2 | 0.13% | 0.14% | 0.15% | Q4 2021 | Q1 2022 | 2 |
Kabarec Financial Advisors, Ltd. | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q2 2018 | 2 |
BlackRock Group LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
FINANCIAL LIFE ADVISORS | 2 | 2 | 0.14% | 0.17% | 0.20% | Q3 2022 | Q4 2022 | 2 |
Athanor Capital, LP | 1 | 1 | 1.08% | 1.63% | 2.19% | Q2 2019 | Q1 2020 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
ForthRight Wealth Management, LLC | 2 | 2 | 3.84% | 3.87% | 3.90% | Q2 2023 | Q3 2023 | 2 |
WEBSTERROGERS FINANCIAL ADVISORS, LLC | 2 | 2 | 0.11% | 0.22% | 0.33% | Q1 2022 | Q2 2022 | 2 |
Alpha DNA Investment Management LLC | 2 | 2 | 0.19% | 0.20% | 0.20% | Q4 2020 | Q1 2021 | 2 |
Altus Wealth Group LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q4 2020 | Q1 2021 | 2 |
FAYEZ SAROFIM & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
Annapolis Financial Services, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Fluent Financial, LLC | 2 | 2 | 1.78% | 1.81% | 1.84% | Q2 2018 | Q3 2018 | 2 |
Destiny Wealth Partners, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 2 |
SMITHBRIDGE ASSET MANAGEMENT INC/DE | 2 | 2 | 0.54% | 1.73% | 2.92% | Q2 2016 | Q3 2016 | 2 |
Crescent Grove Advisors, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Paloma Partners Management Co | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 2 |
Founders Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q4 2020 | 2 |
NWI MANAGEMENT LP | 2 | 2 | 1.86% | 1.93% | 2.00% | Q3 2017 | Q4 2017 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2019 | 2 |
SECURITY NATIONAL BANK OF SO DAK | 1 | 1 | 0.41% | 0.61% | 0.80% | Q2 2013 | Q2 2021 | 2 |
Bridge Advisory, LLC | 2 | 2 | 0.12% | 0.16% | 0.20% | Q2 2022 | Q3 2022 | 2 |
TNF LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q3 2021 | Q4 2021 | 2 |
Wealth & Pension Services Group, Inc. | 2 | 2 | 0.86% | 1.04% | 1.22% | Q2 2018 | Q3 2018 | 2 |
Valley Brook Capital Group, Inc. | 2 | 2 | 0.06% | 0.07% | 0.09% | Q4 2020 | Q1 2021 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 1.06% | 1.08% | 1.10% | Q4 2014 | Q1 2015 | 2 |
Per Stirling Capital Management, LLC. | 2 | 2 | 0.30% | 0.39% | 0.47% | Q4 2022 | Q1 2023 | 2 |
WMS Partners, LLC | 2 | 2 | 0.04% | 0.06% | 0.07% | Q3 2020 | Q4 2020 | 2 |
Bellwether Investment Group, LLC | 1 | 1 | 0.16% | 1.04% | 1.93% | Q2 2016 | Q4 2016 | 2 |
Wescott Financial Advisory Group, LLC | 2 | 2 | 0.13% | 0.13% | 0.13% | Q2 2022 | Q3 2022 | 2 |
PRINCIPAL FINANCIAL GROUP INC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q4 2022 | 2 |
Premier Fund Managers Ltd | 2 | 2 | 1.46% | 1.49% | 1.52% | Q4 2015 | Q1 2016 | 2 |
Legacy Private Trust Co. | 2 | 2 | 0.67% | 1.71% | 2.76% | Q2 2013 | Q3 2013 | 2 |
Randolph Co Inc | 2 | 2 | 2.92% | 3.16% | 3.41% | Q3 2019 | Q4 2019 | 2 |
AMUSSEN HUNSAKER ASSOCIATES LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
Zions Bancorporation, N.A. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2020 | 2 |
Activest Wealth Management | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 2 |
Allspring Global Investments Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q1 2022 | 2 |
Andrew Hill Investment Advisors, Inc. | 1 | 1 | 0.21% | 1.12% | 2.03% | Q4 2021 | Q3 2022 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2020 | 2 |
CarsonAllaria Wealth Management, Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.21% | 0.25% | 0.30% | Q2 2022 | Q3 2022 | 2 |
COURIER CAPITAL LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Long Run Wealth Advisors, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q1 2022 | 2 |
Royal Capital Wealth Management, LLC | 2 | 2 | 0.90% | 0.93% | 0.96% | Q4 2021 | Q1 2022 | 2 |
BCR Wealth Strategies, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.00% | 0.04% | 0.09% | Q4 2018 | Q1 2020 | 2 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.02% | 0.03% | 0.05% | Q3 2016 | Q1 2017 | 2 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 2 |
Mirador Capital Partners LP | 2 | 2 | 1.31% | 1.42% | 1.54% | Q3 2016 | Q4 2016 | 2 |
Trexquant Investment LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 2 |
SHEETS SMITH WEALTH MANAGEMENT | 1 | 1 | 0.01% | 0.06% | 0.11% | Q1 2013 | Q3 2023 | 2 |
Lloyds Banking Group plc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Conestoga Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Spinnaker Investment Group, LLC | 2 | 2 | 0.16% | 0.18% | 0.20% | Q4 2021 | Q1 2022 | 2 |
NorthRock Partners, LLC | 2 | 2 | 0.15% | 0.22% | 0.29% | Q3 2022 | Q4 2022 | 2 |
Vantage Financial Partners, LLC | 2 | 2 | 0.12% | 0.59% | 1.05% | Q4 2021 | Q1 2022 | 2 |
FolioMetrix LLC | 2 | 2 | 1.86% | 1.96% | 2.06% | Q1 2015 | Q2 2015 | 2 |
SHANDA ASSET MANAGEMENT HOLDINGS Ltd | 2 | 2 | 2.49% | 2.78% | 3.07% | Q4 2014 | Q1 2015 | 2 |
CLEARARC CAPITAL INC | 2 | 2 | 0.15% | 0.17% | 0.20% | Q3 2019 | Q4 2019 | 2 |
COMMONS CAPITAL, LLC | 2 | 2 | 0.22% | 0.22% | 0.22% | Q4 2021 | Q1 2022 | 2 |
Trust Asset Management LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q4 2014 | Q1 2015 | 2 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2014 | 2 |
Confluence Wealth Management LLC | 2 | 2 | 0.11% | 0.13% | 0.15% | Q4 2015 | Q1 2016 | 2 |
Arlington Capital Management, Inc. | 1 | 1 | 2.40% | 2.76% | 3.13% | Q1 2023 | Q3 2023 | 2 |
Signator Financial Services, Inc. | 2 | 2 | 0.52% | 0.53% | 0.55% | Q2 2013 | Q3 2013 | 2 |
Investmark Advisory Group LLC | 2 | 2 | 0.33% | 0.35% | 0.38% | Q2 2023 | Q3 2023 | 2 |
Astor Investment Management LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2014 | Q3 2014 | 2 |
LEVIN CAPITAL STRATEGIES, L.P. | 1 | 1 | 0.08% | 0.09% | 0.10% | Q3 2020 | Q1 2021 | 2 |
PAYDEN & RYGEL | 2 | 2 | 0.43% | 0.70% | 0.98% | Q4 2013 | Q1 2014 | 2 |
INVICTUS PRIVATE WEALTH, LLC | 2 | 2 | 0.16% | 0.20% | 0.24% | Q2 2023 | Q3 2023 | 2 |
SNOW CAPITAL MANAGEMENT LP | 2 | 2 | 0.03% | 0.09% | 0.15% | Q1 2021 | Q2 2021 | 2 |
FSM Wealth Advisors, LLC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q1 2023 | Q2 2023 | 2 |
LFS ASSET MANAGEMENT | 2 | 2 | 0.18% | 6.35% | 12.53% | Q2 2022 | Q3 2022 | 2 |
ACUTE INVESTMENT ADVISORY, LLC | 2 | 2 | 2.24% | 3.11% | 3.98% | Q1 2022 | Q2 2022 | 2 |
Swift Run Capital | 2 | 2 | 1.16% | 1.21% | 1.27% | Q2 2016 | Q3 2016 | 2 |
INTEGRAL DERIVATIVES, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2017 | 2 |
MGO Private Wealth, LLC | 2 | 2 | 0.40% | 0.54% | 0.68% | Q4 2022 | Q1 2023 | 2 |
SWAN Capital LLC | 1 | 1 | 0.64% | 0.73% | 0.82% | Q1 2023 | Q3 2023 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q4 2022 | Q1 2023 | 2 |
ELM ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q4 2020 | 2 |
New Hampshire Trust | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q1 2023 | 2 |
Horizon Investment Services, LLC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q4 2015 | Q1 2016 | 2 |
Stockman Wealth Management, Inc. | 2 | 2 | 0.13% | 0.13% | 0.13% | Q3 2020 | Q4 2020 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q3 2022 | Q4 2022 | 2 |
DOVER ADVISORS, LLC | 2 | 2 | 0.27% | 0.34% | 0.40% | Q2 2023 | Q3 2023 | 2 |
MILESTONE ASSET MANAGEMENT, LLC | 2 | 2 | 0.41% | 0.44% | 0.48% | Q4 2022 | Q1 2023 | 2 |
Garden State Investment Advisory Services LLC | 2 | 2 | 0.17% | 0.18% | 0.20% | Q4 2022 | Q1 2023 | 2 |
Terrapin Asset Management, LLC | 2 | 2 | 0.34% | 0.37% | 0.40% | Q2 2023 | Q3 2023 | 2 |
AlphaQ Advisors LLC | 2 | 2 | 0.83% | 1.15% | 1.46% | Q2 2023 | Q3 2023 | 2 |
PANORAMIC INVESTMENT ADVISORS, LLC | 1 | 1 | 0.28% | 0.29% | 0.30% | Q4 2022 | Q3 2023 | 2 |
MYDA Advisors LLC | 1 | 1 | 1.46% | 1.69% | 1.92% | Q1 2020 | Q3 2023 | 2 |
INSTRUMENTAL WEALTH, LLC | 2 | 2 | 0.25% | 0.26% | 0.26% | Q2 2023 | Q3 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.28% | 0.28% | 0.28% | Q2 2023 | Q3 2023 | 2 |
UNION SAVINGS BANK | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
LAZARI CAPITAL MANAGEMENT, INC. | 2 | 2 | 0.13% | 0.14% | 0.16% | Q2 2023 | Q3 2023 | 2 |
Arcataur Capital Management LLC | 2 | 2 | 0.80% | 0.80% | 0.80% | Q2 2023 | Q3 2023 | 2 |
INVENIO WEALTH PARTNERS LLC | 2 | 2 | 1.96% | 3.98% | 6.01% | Q2 2023 | Q3 2023 | 2 |
CGC Financial Services, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Blackstone Inc. | 1 | 1 | 0.71% | 0.78% | 0.84% | Q1 2019 | Q3 2019 | 2 |
Peoples Bank/KS | 2 | 2 | 3.36% | 3.45% | 3.55% | Q3 2023 | Q4 2023 | 2 |
AMERICAN NATIONAL BANK | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q4 2022 | 2 |
NATIXIS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Central Asset Investments & Management Holdings (HK) Ltd | 2 | 2 | 1.41% | 4.13% | 6.85% | Q1 2019 | Q2 2019 | 2 |
STONEBRIDGE ADVISORS LLC | 1 | 1 | 0.08% | 0.14% | 0.19% | Q4 2021 | Q2 2022 | 2 |
Crow Point Partners, LLC | 2 | 2 | 0.00% | 0.04% | 0.09% | Q1 2017 | Q2 2017 | 2 |
Madrona Financial Services, LLC | 2 | 2 | 2.54% | 2.54% | 2.54% | Q4 2014 | Q1 2015 | 2 |
Aveo Capital Partners, LLC | 2 | 2 | 0.08% | 0.24% | 0.40% | Q4 2016 | Q1 2017 | 2 |
AMERICAN ASSET MANAGEMENT INC. | 1 | 1 | 0.02% | 0.02% | 0.03% | Q3 2014 | Q3 2015 | 2 |
BASSO CAPITAL MANAGEMENT, L.P. | 2 | 2 | 0.12% | 0.12% | 0.13% | Q2 2023 | Q3 2023 | 2 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Bridgecreek Investment Management, LLC | 2 | 2 | 0.73% | 0.73% | 0.73% | Q2 2013 | Q3 2013 | 2 |
QVT Financial LP | 1 | 1 | 0.06% | 1.01% | 1.96% | Q1 2016 | Q1 2017 | 2 |
COWEN AND COMPANY, LLC | 2 | 2 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q1 2020 | 2 |
Stearns Financial Services Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 2 |
OVERSEA-CHINESE BANKING Corp Ltd | 2 | 2 | 0.11% | 0.12% | 0.13% | Q4 2022 | Q1 2023 | 2 |
BOENNING & SCATTERGOOD, INC. | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q4 2021 | 2 |
Cadence Bank | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q4 2022 | 2 |
LDR Capital Management LLC | 2 | 2 | 9.33% | 10.18% | 11.03% | Q1 2019 | Q2 2019 | 2 |
Stratford Consulting, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
PIPER SANDLER & CO. | 1 | 1 | 0.15% | 0.17% | 0.19% | Q3 2021 | Q2 2022 | 2 |
HT Partners LLC | 2 | 2 | 0.31% | 0.46% | 0.62% | Q3 2015 | Q4 2015 | 2 |
Column Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Leucadia National | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
ECLECTIC ASSOCIATES INC /ADV | 2 | 2 | 0.13% | 0.14% | 0.15% | Q2 2023 | Q3 2023 | 2 |
Exchange Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Choate Investment Advisors | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 2 |
Modera Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
RAND WEALTH, LLC | 2 | 2 | 0.27% | 0.30% | 0.33% | Q2 2013 | Q3 2013 | 2 |
GRIMES & COMPANY, INC. | 2 | 2 | 4.88% | 4.98% | 5.08% | Q3 2019 | Q4 2019 | 2 |
FEDERATED HERMES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 2 |
VAUGHAN & Co SECURITIES, INC. | 2 | 2 | 0.09% | 0.09% | 0.10% | Q4 2019 | Q1 2020 | 2 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.04% | 0.09% | Q2 2019 | Q4 2020 | 2 |
PENSECO FINANCIAL SERVICES CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Edgestream Partners, L.P. | 1 | 1 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 2 |
COUNTRY CLUB BANK /GFN | 2 | 2 | 0.03% | 0.33% | 0.62% | Q1 2022 | Q2 2022 | 2 |
RAY GERALD L & ASSOCIATES LTD | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q3 2016 | 2 |
Axiom Investment Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
BBVA USA | 2 | 2 | 0.46% | 0.46% | 0.47% | Q2 2021 | Q3 2021 | 2 |
Westchester Capital Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2012 | Q1 2013 | 2 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 1 | 1 | 0.00% | 0.05% | 0.09% | Q2 2013 | Q2 2018 | 2 |
Spot Trading L.L.C | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 2 |
10-15 ASSOCIATES, INC. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2016 | Q3 2016 | 2 |
Wellington Shields & Co., LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
Homrich & Berg | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Counsel Portfolio Services Inc. | 2 | 2 | 0.10% | 0.10% | 0.10% | Q1 2016 | Q2 2016 | 2 |
NAVELLIER & ASSOCIATES INC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2016 | Q3 2016 | 2 |
Asset Allocation & Management Company, LLC | 2 | 2 | 0.26% | 0.32% | 0.38% | Q2 2023 | Q3 2023 | 2 |
HawsGoodwin Investment Management LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2020 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.14% | 0.16% | 0.18% | Q4 2019 | Q1 2020 | 2 |
Kathmere Capital Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q4 2020 | 2 |
Briaud Financial Planning, Inc | 1 | 1 | 0.08% | 0.99% | 1.90% | Q4 2019 | Q3 2023 | 2 |
HBW ADVISORY SERVICES LLC | 1 | 1 | 0.10% | 0.16% | 0.22% | Q4 2020 | Q3 2021 | 2 |
Auour Investments LLC | 2 | 2 | 0.19% | 0.20% | 0.20% | Q2 2023 | Q3 2023 | 2 |
NexWave Capital Partners LLC | 2 | 2 | 5.97% | 6.27% | 6.57% | Q1 2020 | Q2 2020 | 2 |
Tranquility Partners, LLC | 2 | 2 | 0.21% | 0.23% | 0.25% | Q2 2020 | Q3 2020 | 2 |
AXS Investments LLC | 2 | 2 | 0.43% | 0.53% | 0.64% | Q2 2023 | Q3 2023 | 2 |
PBMares Wealth Management LLC | 2 | 2 | 0.54% | 0.55% | 0.55% | Q4 2019 | Q1 2020 | 2 |
IEQ CAPITAL, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q1 2020 | 2 |
Altus Wealth Management, LLC | 2 | 2 | 4.54% | 5.15% | 5.76% | Q4 2019 | Q1 2020 | 2 |
ERTS Wealth Advisors, LLC | 2 | 2 | 0.04% | 0.06% | 0.08% | Q4 2018 | Q1 2019 | 2 |
Elevated Capital Advisors, LLC | 2 | 2 | 0.56% | 0.56% | 0.56% | Q2 2023 | Q3 2023 | 2 |
MA Private Wealth | 2 | 2 | 0.10% | 0.12% | 0.15% | Q4 2018 | Q1 2019 | 2 |
QP WEALTH MANAGEMENT, LLC | 2 | 2 | 1.55% | 2.26% | 2.96% | Q4 2022 | Q1 2023 | 2 |
Cedar Brook Financial Partners, LLC | 1 | 1 | 0.20% | 0.20% | 0.21% | Q4 2018 | Q2 2019 | 2 |
Sound View Wealth Advisors, LLC | 2 | 2 | 0.90% | 0.92% | 0.93% | Q4 2018 | Q1 2019 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2021 | 2 |
Winchester Group Inc. | 2 | 2 | 0.24% | 0.24% | 0.24% | Q2 2013 | Q3 2013 | 2 |
Aprio Wealth Management, LLC | 2 | 2 | 0.16% | 0.33% | 0.49% | Q2 2023 | Q3 2023 | 2 |
Cynosure Group, LLC | 2 | 2 | 1.14% | 1.14% | 1.14% | Q2 2023 | Q3 2023 | 2 |
Second Half Financial Partners, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
SlateStone Wealth, LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q4 2018 | Q4 2018 | 1 |
VALLEY WEALTH MANAGERS, INC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2016 | Q2 2016 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Sunesis Advisors, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2023 | Q1 2023 | 1 |
TOWNSQUARE CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
LEVEL FOUR FINANCIAL, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q4 2020 | 1 |
Aristides Capital LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q1 2020 | Q1 2020 | 1 |
Grace Capital | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
DELPHI FINANCIAL GROUP, INC. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2021 | Q1 2021 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
Stevens First Principles Investment Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2020 | Q4 2020 | 1 |
WealthOne, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2018 | Q4 2018 | 1 |
FIRST INTERSTATE BANCSYSTEM INC | 1 | 1 | 7.93% | 7.93% | 7.93% | Q1 2021 | Q1 2021 | 1 |
GHP Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
OmniStar Financial Group, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
BEACON INVESTMENT ADVISORS LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2022 | Q4 2022 | 1 |
Beta Wealth Group, Inc. | 1 | 1 | 0.62% | 0.62% | 0.62% | Q1 2023 | Q1 2023 | 1 |
Baskin Financial Services Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
Harel Insurance Investments & Financial Services Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Banyan Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
Lee Capital Holdings LLC | 1 | 1 | 4.61% | 4.61% | 4.61% | Q4 2018 | Q4 2018 | 1 |
Brown Advisory Securities, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2019 | Q1 2019 | 1 |
Summit Asset Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
Koesten, Hirschmann & Crabtree, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
VitalStone Financial, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Cassaday & Co Wealth Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
UBS ASSET MANAGEMENT AMERICAS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Crestwood Advisors Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
B&D White Capital Company, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q1 2023 | Q1 2023 | 1 |
Daiwa Securities Group Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Colonial River Wealth Management, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2023 | Q2 2023 | 1 |
PEAK6 Group LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
TFB Advisors LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2023 | Q2 2023 | 1 |
Smith, Salley & Associates | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Aris Wealth Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q3 2015 | 1 |
Wallington Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Fore Capital, LLC | 1 | 1 | 3.60% | 3.60% | 3.60% | Q4 2019 | Q4 2019 | 1 |
Princeton Alpha Management LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2014 | Q1 2014 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Stillwater Capital Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2018 | Q3 2018 | 1 |
AlphaMark Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q2 2013 | 1 |
Grey Street Capital, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2023 | Q1 2023 | 1 |
ROFFMAN MILLER ASSOCIATES INC /PA/ | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2013 | Q2 2013 | 1 |
PFM Asset Management LLC | 1 | 1 | 6.10% | 6.10% | 6.10% | Q3 2021 | Q3 2021 | 1 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Parsec Financial Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
National Wealth Management Group, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q1 2022 | Q1 2022 | 1 |
Vanguard Personalized Indexing Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Berman Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Alera Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
ELEVATUS WELATH MANAGEMENT | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2023 | Q2 2023 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CAXTON ASSOCIATES LP | 1 | 1 | 0.79% | 0.79% | 0.79% | Q2 2013 | Q2 2013 | 1 |
Center for Financial Planning, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Soros Fund Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
VANGUARD GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Carlsbad Wealth Advisory Group, Inc. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2023 | Q2 2023 | 1 |
Accuvest Global Advisors | 1 | 1 | 0.40% | 0.40% | 0.40% | Q2 2014 | Q2 2014 | 1 |
JOYN Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Forward Management, LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q1 2020 | Q1 2020 | 1 |
Lehman Financial Resources, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2013 | Q1 2013 | 1 |
SPX Gestao de Recursos Ltda | 1 | 1 | 1.71% | 1.71% | 1.71% | Q2 2014 | Q2 2014 | 1 |
Halpern Financial, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2022 | Q1 2022 | 1 |
WFA Asset Management Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
TLW Wealth Management, LLC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q4 2018 | Q4 2018 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Atlas Private Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
AFFINIA FINANCIAL GROUP, LLC | 1 | 1 | 1.24% | 1.24% | 1.24% | Q4 2019 | Q4 2019 | 1 |
SYNTAX RESEARCH, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
United Community Bank | 1 | 1 | 0.74% | 0.74% | 0.74% | Q3 2023 | Q3 2023 | 1 |
Allen Mooney & Barnes Investment Advisors LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Legacy Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2017 | Q4 2017 | 1 |
Virtus ETF Advisers LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2016 | Q4 2016 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Blume Capital Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
MASSACHUSETTS MUTUAL LIFE INSURANCE CO | 1 | 1 | 1.00% | 1.00% | 1.00% | Q1 2015 | Q1 2015 | 1 |
Watson Rebecca | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
Summit Wealth Group, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
Blueprint Investment Partners LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2021 | Q4 2021 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2019 | Q1 2019 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2013 | Q2 2013 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Quadrant Private Wealth Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
Dynasty Wealth Management, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2017 | Q4 2017 | 1 |
Penobscot Investment Management Company, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
ADVISOR CONSULTANT NETWORK INC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2016 | Q3 2016 | 1 |
Gradient Capital Advisors, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2019 | Q2 2019 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
LMR Partners LLP | 1 | 1 | 1.12% | 1.12% | 1.12% | Q1 2017 | Q1 2017 | 1 |
Fiduciary Planning LLC | 1 | 1 | 6.41% | 6.41% | 6.41% | Q1 2020 | Q1 2020 | 1 |
PRIVATE ASSET MANAGEMENT INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2018 | Q3 2018 | 1 |
CANADA PENSION PLAN INVESTMENT BOARD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
LVZ, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2015 | Q4 2015 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
OARSMAN CAPITAL, INC. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2022 | Q3 2022 | 1 |
Landmark Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Cascadia Advisory Services, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
FINANCIAL COUNSELORS INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
MADDEN SECURITIES Corp | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
NINE MASTS CAPITAL Ltd | 1 | 1 | 1.36% | 1.36% | 1.36% | Q2 2018 | Q2 2018 | 1 |
Delta Investment Management, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2020 | Q4 2020 | 1 |
Osher Van de Voorde Investment Management | 1 | 1 | 1.80% | 1.80% | 1.80% | Q3 2023 | Q3 2023 | 1 |
Whitnell & Co. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Truadvice, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2022 | Q1 2022 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.61% | 0.61% | 0.61% | Q4 2019 | Q4 2019 | 1 |
ORSER CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2019 | Q4 2019 | 1 |
PICTET ASSET MANAGEMENT LTD | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2017 | Q3 2017 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
RNC CAPITAL MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
Reitz Capital Advisors LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2023 | Q3 2023 | 1 |
GOULD ASSET MANAGEMENT LLC /CA/ | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
SG Select LLC | 1 | 1 | 3.66% | 3.66% | 3.66% | Q1 2014 | Q1 2014 | 1 |
Cox Capital Mgt LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2020 | Q1 2020 | 1 |
Laurel Wealth Planning LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2019 | Q3 2019 | 1 |
Aries Wealth Management | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2022 | Q1 2022 | 1 |
Standard Family Office LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
MainStreet Investment Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
Oxbow Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
Laffer Tengler Investments, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Fiduciary Trust Co International of Pennsylvania | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
FIRST FINANCIAL CORP /IN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
MJP ASSOCIATES INC /ADV | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2020 | Q4 2020 | 1 |
Douglass Winthrop Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
PIERSHALE FINANCIAL GROUP, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q4 2014 | 1 |
Nan Shan Life Insurance Co., Ltd. | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2017 | Q3 2017 | 1 |
STERNE AGEE GROUP, INC. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2013 | Q3 2013 | 1 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
EFG CAPITAL INTERNATIONAL CORP. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2023 | Q2 2023 | 1 |
Brand Asset Management Group, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
WJ Wealth Management, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2021 | Q4 2021 | 1 |
MAIRS & POWER INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Litman Gregory Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
MEITAV INVESTMENT HOUSE LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Claro Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
Catalyst Capital Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
Graham Capital Management, L.P. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2013 | Q3 2013 | 1 |
STOCK YARDS BANK & TRUST CO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q4 2015 | 1 |
CLEARY GULL INC. | 1 | 1 | 2.09% | 2.09% | 2.09% | Q1 2015 | Q1 2015 | 1 |
VERITY Wealth Advisors | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2023 | Q4 2023 | 1 |
Monterey Private Wealth, Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2019 | Q4 2019 | 1 |
AMERICAN CENTURY COMPANIES INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Bank Julius Baer & Co. Ltd, Zurich | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Rinkey Investments | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
BAILARD, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2013 | Q3 2013 | 1 |
Core Alternative Capital | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
U S GLOBAL INVESTORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
PEOPLES FINANCIAL SERVICES CORP. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
DCM Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
180 WEALTH ADVISORS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
TIEDEMANN ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Callan Capital, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Sand Hill Global Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
MADISON WEALTH MANAGEMENT | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.67% | 0.67% | 0.67% | Q1 2017 | Q1 2017 | 1 |
Waterfront Wealth Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2022 | Q4 2022 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2019 | Q1 2019 | 1 |
FNY Managed Accounts LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
LAKE STREET PRIVATE WEALTH, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
United Asset Strategies, Inc. | 1 | 1 | 0.49% | 0.49% | 0.49% | Q1 2020 | Q1 2020 | 1 |
Wright Fund Management, LLC | 1 | 1 | 1.15% | 1.15% | 1.15% | Q2 2023 | Q2 2023 | 1 |
Davidson Capital Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
KG&L Capital Management,LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
Community Financial Services Group, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2014 | Q3 2014 | 1 |
UBS OCONNOR LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
SJS Investment Consulting Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Cedar Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Fiduciary Wealth Partners, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2016 | Q2 2016 | 1 |
PHH Investments, Ltd. | 1 | 1 | 1.16% | 1.16% | 1.16% | Q4 2016 | Q4 2016 | 1 |
DOWLING & YAHNKE LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
GIRARD SECURITIES, INC. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2015 | Q4 2015 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
COLUMBIA ADVISORY PARTNERS LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
Edmond de Rothschild (Europe) | 1 | 1 | 1.48% | 1.48% | 1.48% | Q2 2015 | Q2 2015 | 1 |
Pinkerton Retirement Specialists, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Chandler Asset Management, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Lifeworks Advisors, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2023 | Q3 2023 | 1 |
VESTOR CAPITAL, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
ANCORA FAMILY WEALTH ADVISORS, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2015 | Q3 2015 | 1 |
CNB Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Florence Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
LMCG INVESTMENTS, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2022 | Q3 2022 | 1 |
Arbor Wealth Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2015 | Q4 2015 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Cavalier Investments, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2016 | Q2 2016 | 1 |
Sciencast Management LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2017 | Q3 2017 | 1 |
TCWP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Goldstream Capital Management Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Y.D. More Investments Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Castle Financial & Retirement Planning Associates, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
Prostatis Group LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2019 | Q4 2019 | 1 |
Horan Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Harfst & Associates, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2017 | Q1 2017 | 1 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
BRASADA CAPITAL MANAGEMENT, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
TMD & ASSOCIATES, INC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2018 | Q2 2018 | 1 |
Pinnacle Wealth Management Group, Inc. | 1 | 1 | 1.44% | 1.44% | 1.44% | Q3 2023 | Q3 2023 | 1 |
TLWM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Pointe Capital Management LLC | 1 | 1 | 0.96% | 0.96% | 0.96% | Q4 2016 | Q4 2016 | 1 |
Independence Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Roundview Capital LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
JOURNEY STRATEGIC WEALTH LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
DigitalBridge Group, Inc. | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2023 | Q3 2023 | 1 |
PRIMORIS WEALTH ADVISORS, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
Donald L. Hagan, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2015 | Q3 2015 | 1 |
KENNICOTT CAPITAL MANAGEMENT LLC | 1 | 1 | 1.30% | 1.30% | 1.30% | Q1 2021 | Q1 2021 | 1 |
McKinley Carter Wealth Services, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Vivaldi Capital Management LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
FIRST TRUST ADVISORS LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Paradigm, Strategies in Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Rossmore Private Capital | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
CARL STUART INVESTMENT ADVISOR, INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
LEO BROKERAGE, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
FWL INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
IAG Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Next Level Private LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2022 | Q2 2022 | 1 |
GUERRA PAN ADVISORS, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2021 | Q4 2021 | 1 |
DRAVO BAY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Logan Stone Capital, LLC | 1 | 1 | 0.74% | 0.74% | 0.74% | Q1 2023 | Q1 2023 | 1 |
Red Tortoise LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Peregrine Asset Advisers, Inc. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
KRS Capital Management, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Centerpoint Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
ERn Financial, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2019 | Q1 2019 | 1 |
MARSHALL & SULLIVAN INC /WA/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Capital Planning Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Psagot Value Holdings Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Hillview Capital Advisors, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2014 | Q4 2014 | 1 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
O'ROURKE & COMPANY, Inc | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
Strategic Capital Alternatives LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
KLCM Advisors, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2015 | Q2 2015 | 1 |
EMG Holdings, L.P. | 1 | 1 | 0.86% | 0.86% | 0.86% | Q3 2021 | Q3 2021 | 1 |
Valentine Capital Asset Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
Lighthouse Financial Advisors, Inc. | 1 | 1 | 0.61% | 0.61% | 0.61% | Q1 2021 | Q1 2021 | 1 |
Maltin Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
SBK Financial, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
VECTOR WEALTH MANAGEMENT, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2016 | Q4 2016 | 1 |
Boston Trust Walden Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Price Wealth, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
Trek Financial, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2020 | Q4 2020 | 1 |
MFA WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2013 | Q3 2013 | 1 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2016 | Q4 2016 | 1 |
FIFTH LANE CAPITAL, LP | 1 | 1 | 0.56% | 0.56% | 0.56% | Q4 2022 | Q4 2022 | 1 |
BTC Capital Management, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2018 | Q1 2018 | 1 |
Client First Capital LLC | 1 | 1 | 2.79% | 2.79% | 2.79% | Q4 2021 | Q4 2021 | 1 |
CENTRAL BANK & TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Centiva Capital, LP | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2019 | Q1 2019 | 1 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
ISZO CAPITAL MANAGEMENT LP | 1 | 1 | 7.82% | 7.82% | 7.82% | Q4 2014 | Q4 2014 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Naviter Wealth, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2022 | Q4 2022 | 1 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2021 | Q1 2021 | 1 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 2.94% | 2.94% | 2.94% | Q3 2020 | Q3 2020 | 1 |
One Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Financial Advantage, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Community Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Stone House Investment Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
BECK CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2016 | Q2 2016 | 1 |
CREDIT AGRICOLE S A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
IronBridge Private Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
GEODE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Sullivan, Bruyette, Speros & Blaney, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
BAR HARBOR TRUST SERVICES | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
GRATIA CAPITAL, LLC | 1 | 1 | 8.71% | 8.71% | 8.71% | Q1 2020 | Q1 2020 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
Fusion Investment Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
Sepio Capital, LP | 1 | 1 | 5.68% | 5.68% | 5.68% | Q4 2018 | Q4 2018 | 1 |
Reynolds Investment Management, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
S&T BANK/PA | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2014 | Q1 2014 | 1 |
Stewardship Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
LWM Advisory Services, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Tradewinds, LLC. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2022 | Q4 2022 | 1 |
WBH ADVISORY INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2016 | Q3 2016 | 1 |
Intrua Financial, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2020 | Q2 2020 | 1 |
Coastwise Capital Group, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2023 | Q3 2023 | 1 |
Financial Advisors Network, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
AEGON USA Investment Management, LLC | 1 | 1 | 0.74% | 0.74% | 0.74% | Q2 2013 | Q2 2013 | 1 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2021 | Q4 2021 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Silver Bridge Capital Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
Aquire Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
New World Advisors LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2021 | Q2 2021 | 1 |
Vise Technologies, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
THOMASPARTNERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
GUARDIAN POINT CAPITAL, LP | 1 | 1 | 4.99% | 4.99% | 4.99% | Q1 2016 | Q1 2016 | 1 |
Questar Asset Management, Inc. | 1 | 1 | 0.61% | 0.61% | 0.61% | Q4 2018 | Q4 2018 | 1 |
Coston, McIsaac & Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.