Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 23 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 84 |
Cutler Group LLC / CA | 24 | 24 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 61 |
Citadel Advisors | 16 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 61 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 53 |
WOLVERINE TRADING, LLC | 11 | 1 | 0.00% | 0.00% | 0.02% | Q1 2018 | Q3 2023 | 53 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 50 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.09% | 0.22% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 39 | 2 | 0.01% | 0.07% | 0.18% | Q2 2013 | Q3 2023 | 41 |
GOLDMAN SACHS GROUP INC | 34 | 3 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q3 2023 | 41 |
PNC FINANCIAL SERVICES GROUP, INC. | 35 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
JPMORGAN CHASE & CO | 41 | 41 | 0.00% | 0.00% | 0.06% | Q3 2013 | Q3 2023 | 41 |
AMERIPRISE FINANCIAL INC | 34 | 6 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 40 |
HighTower Advisors, LLC | 34 | 1 | 0.00% | 0.05% | 0.22% | Q2 2014 | Q3 2023 | 40 |
TRUST CO OF VERMONT | 33 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 40 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q3 2023 | 39 |
Cambridge Investment Research Advisors, Inc. | 39 | 39 | 0.01% | 0.10% | 0.24% | Q1 2014 | Q3 2023 | 39 |
Creative Planning | 33 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 38 |
CIBC WORLD MARKET INC. | 35 | 3 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 38 |
Koshinski Asset Management, Inc. | 36 | 36 | 0.02% | 0.35% | 1.61% | Q4 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.02% | 0.03% | Q4 2014 | Q3 2023 | 36 |
RAYMOND JAMES & ASSOCIATES | 36 | 36 | 0.01% | 0.02% | 0.06% | Q4 2014 | Q3 2023 | 36 |
ENVESTNET ASSET MANAGEMENT INC | 33 | 1 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 35 |
Raymond James Financial Services Advisors, Inc. | 33 | 1 | 0.02% | 0.07% | 0.22% | Q1 2015 | Q3 2023 | 34 |
FIFTH THIRD BANCORP | 33 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 34 |
CWM, LLC | 24 | 2 | 0.00% | 0.08% | 0.83% | Q2 2014 | Q3 2023 | 34 |
BANK OF MONTREAL /CAN/ | 31 | 2 | 0.00% | 0.02% | 0.09% | Q2 2015 | Q3 2023 | 33 |
Cetera Advisors LLC | 33 | 33 | 0.02% | 0.19% | 0.52% | Q3 2015 | Q3 2023 | 33 |
JANE STREET GROUP, LLC | 10 | 2 | 0.00% | 0.01% | 0.08% | Q1 2014 | Q3 2023 | 33 |
Advisory Services Network, LLC | 16 | 6 | 0.00% | 0.06% | 0.41% | Q2 2015 | Q3 2023 | 32 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 1 | 0.00% | 0.03% | 0.11% | Q1 2015 | Q3 2023 | 32 |
WESPAC Advisors SoCal, LLC | 32 | 32 | 0.16% | 0.41% | 0.88% | Q4 2015 | Q3 2023 | 32 |
DAVENPORT & Co LLC | 15 | 7 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2023 | 32 |
Private Advisor Group, LLC | 31 | 1 | 0.01% | 0.08% | 0.22% | Q3 2014 | Q3 2023 | 32 |
Cetera Advisor Networks LLC | 32 | 32 | 0.02% | 0.07% | 0.12% | Q4 2015 | Q3 2023 | 32 |
Tower Research Capital LLC (TRC) | 11 | 5 | 0.00% | 0.18% | 0.70% | Q1 2015 | Q3 2023 | 31 |
VICUS CAPITAL | 31 | 31 | 0.04% | 0.26% | 0.76% | Q1 2016 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.01% | 0.06% | 0.20% | Q4 2015 | Q3 2023 | 31 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 31 | 31 | 0.35% | 0.46% | 0.61% | Q1 2016 | Q3 2023 | 31 |
KEYBANK NATIONAL ASSOCIATION/OH | 30 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 31 |
Somerset Group LLC | 30 | 30 | 0.48% | 0.72% | 1.06% | Q2 2016 | Q3 2023 | 30 |
OPTIMUM INVESTMENT ADVISORS | 26 | 4 | 0.01% | 0.10% | 0.17% | Q2 2014 | Q4 2023 | 30 |
Gerber Kawasaki Wealth & Investment Management | 16 | 2 | 0.01% | 1.08% | 3.27% | Q4 2015 | Q3 2023 | 30 |
M&R CAPITAL MANAGEMENT INC | 30 | 30 | 0.00% | 0.12% | 0.41% | Q3 2016 | Q4 2023 | 30 |
BROWN ADVISORY INC | 24 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 30 |
BLAIR WILLIAM & CO/IL | 30 | 30 | 0.00% | 0.04% | 0.08% | Q2 2016 | Q3 2023 | 30 |
Snowden Capital Advisors LLC | 22 | 8 | 0.06% | 0.32% | 0.78% | Q1 2016 | Q3 2023 | 30 |
Migdal Insurance & Financial Holdings Ltd. | 30 | 30 | 0.00% | 0.64% | 3.00% | Q2 2016 | Q3 2023 | 30 |
US BANCORP \DE\ | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
Janney Montgomery Scott LLC | 29 | 1 | 0.00% | 0.02% | 0.04% | Q1 2015 | Q3 2023 | 30 |
StrategIQ Financial Group, LLC | 30 | 30 | 0.06% | 0.19% | 0.36% | Q2 2016 | Q3 2023 | 30 |
B. Riley Wealth Advisors, Inc. | 28 | 1 | 0.00% | 0.08% | 0.17% | Q4 2014 | Q3 2023 | 29 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 28 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 29 |
Geneos Wealth Management Inc. | 28 | 1 | 0.00% | 0.07% | 0.19% | Q1 2016 | Q3 2023 | 29 |
Brookstone Capital Management | 23 | 1 | 0.01% | 0.41% | 1.38% | Q1 2016 | Q3 2023 | 29 |
HCR Wealth Advisors | 28 | 28 | 0.05% | 0.17% | 0.52% | Q4 2016 | Q3 2023 | 28 |
Cornerstone Wealth Management, LLC | 25 | 3 | 0.05% | 0.18% | 0.67% | Q3 2016 | Q3 2023 | 28 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 28 | 28 | 0.04% | 1.40% | 2.67% | Q4 2016 | Q3 2023 | 28 |
Segment Wealth Management, LLC | 28 | 28 | 0.02% | 0.51% | 1.12% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.02% | 0.08% | 0.17% | Q4 2016 | Q3 2023 | 28 |
ASSETMARK, INC | 27 | 1 | 0.00% | 0.15% | 1.23% | Q3 2016 | Q3 2023 | 28 |
New England Private Wealth Advisors LLC | 28 | 28 | 0.05% | 0.15% | 0.36% | Q4 2016 | Q3 2023 | 28 |
BigSur Wealth Management LLC | 28 | 28 | 0.66% | 1.25% | 2.12% | Q4 2016 | Q3 2023 | 28 |
Sigma Planning Corp | 27 | 1 | 0.02% | 0.08% | 0.17% | Q1 2015 | Q3 2023 | 28 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 28 | 28 | 0.01% | 0.09% | 0.34% | Q4 2016 | Q3 2023 | 28 |
Stratos Wealth Partners, LTD. | 28 | 28 | 0.03% | 0.09% | 0.21% | Q4 2016 | Q3 2023 | 28 |
Barry Investment Advisors, LLC | 27 | 1 | 0.18% | 0.26% | 0.34% | Q1 2015 | Q1 2022 | 28 |
Moors & Cabot, Inc. | 28 | 28 | 0.02% | 0.04% | 0.12% | Q4 2016 | Q3 2023 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.00% | 0.10% | 0.36% | Q4 2016 | Q3 2023 | 28 |
Hudock, Inc. | 28 | 28 | 0.00% | 0.05% | 0.16% | Q4 2016 | Q3 2023 | 28 |
BALDWIN BROTHERS LLC/MA | 27 | 27 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q4 2023 | 27 |
Renaissance Investment Group LLC | 27 | 27 | 0.13% | 0.18% | 0.21% | Q3 2013 | Q1 2020 | 27 |
Cornerstone Advisory, LLC | 27 | 27 | 0.09% | 0.13% | 0.16% | Q1 2017 | Q3 2023 | 27 |
FMR LLC | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
LINCOLN NATIONAL CORP | 27 | 27 | 0.01% | 0.03% | 0.06% | Q1 2017 | Q3 2023 | 27 |
BURNS J W & CO INC/NY | 27 | 27 | 0.15% | 0.25% | 0.37% | Q1 2017 | Q3 2023 | 27 |
CREDIT SUISSE AG/ | 11 | 1 | 0.00% | 0.00% | 0.02% | Q1 2014 | Q3 2023 | 27 |
Baird Financial Group, Inc. | 27 | 27 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.05% | 0.13% | Q2 2013 | Q4 2019 | 27 |
CAPTRUST FINANCIAL ADVISORS | 26 | 1 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q3 2023 | 27 |
COMMERCE BANK | 27 | 27 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 27 |
STEPHENS INC /AR/ | 16 | 5 | 0.01% | 0.05% | 0.10% | Q4 2014 | Q3 2023 | 27 |
SCOTIA CAPITAL INC. | 27 | 27 | 0.01% | 0.03% | 0.05% | Q1 2017 | Q3 2023 | 27 |
WHITTIER TRUST CO | 27 | 27 | 0.00% | 0.01% | 0.05% | Q1 2017 | Q3 2023 | 27 |
AllSquare Wealth Management LLC | 25 | 2 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 27 |
Cetera Investment Advisers | 27 | 27 | 0.02% | 0.06% | 0.16% | Q1 2017 | Q3 2023 | 27 |
BARCLAYS PLC | 15 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 27 |
SIGNATUREFD, LLC | 23 | 1 | 0.00% | 0.00% | 0.02% | Q3 2016 | Q3 2023 | 26 |
HSBC HOLDINGS PLC | 19 | 1 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q2 2022 | 26 |
Family Legacy, Inc. | 24 | 2 | 0.52% | 0.70% | 0.89% | Q1 2017 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.04% | 0.19% | 0.41% | Q2 2017 | Q3 2023 | 26 |
NewEdge Advisors, LLC | 26 | 26 | 0.02% | 0.05% | 0.10% | Q2 2017 | Q3 2023 | 26 |
Sunbelt Securities, Inc. | 25 | 1 | 0.02% | 0.38% | 1.06% | Q4 2016 | Q3 2023 | 26 |
DEUTSCHE BANK AG\ | 23 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 26 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 26 | 26 | 0.00% | 0.04% | 0.17% | Q2 2016 | Q3 2022 | 26 |
WINTRUST INVESTMENTS LLC | 11 | 2 | 0.03% | 0.26% | 1.17% | Q4 2016 | Q3 2023 | 25 |
Patriot Financial Group Insurance Agency, LLC | 22 | 3 | 0.03% | 0.16% | 0.52% | Q1 2017 | Q2 2023 | 25 |
Wealthcare Advisory Partners LLC | 25 | 25 | 0.01% | 0.03% | 0.07% | Q3 2017 | Q3 2023 | 25 |
EP Wealth Advisors, LLC | 21 | 4 | 0.01% | 0.06% | 0.26% | Q2 2017 | Q3 2023 | 25 |
BANK HAPOALIM BM | 25 | 25 | 0.01% | 0.89% | 5.02% | Q4 2016 | Q4 2022 | 25 |
WEDBUSH SECURITIES INC | 21 | 4 | 0.02% | 0.09% | 0.19% | Q3 2014 | Q3 2023 | 25 |
GLENMEDE TRUST CO NA | 20 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 25 |
Belpointe Asset Management LLC | 18 | 6 | 0.04% | 0.18% | 0.40% | Q3 2017 | Q3 2023 | 24 |
Financial Advocates Investment Management | 24 | 24 | 0.06% | 0.21% | 0.42% | Q4 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 24 |
SeaCrest Wealth Management, LLC | 24 | 24 | 0.06% | 0.15% | 0.34% | Q4 2017 | Q3 2023 | 24 |
Prime Capital Investment Advisors, LLC | 24 | 24 | 0.03% | 0.12% | 0.67% | Q4 2017 | Q3 2023 | 24 |
Financial Partners Group, Inc | 24 | 24 | 0.18% | 0.35% | 0.56% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.03% | 0.07% | 0.13% | Q4 2017 | Q3 2023 | 24 |
Mutual Advisors, LLC | 24 | 24 | 0.01% | 0.25% | 1.32% | Q4 2017 | Q3 2023 | 24 |
V Wealth Advisors LLC | 13 | 11 | 0.02% | 0.13% | 0.23% | Q2 2017 | Q2 2023 | 24 |
First Heartland Consultants, Inc. | 24 | 24 | 0.02% | 0.09% | 0.18% | Q4 2017 | Q3 2023 | 24 |
USAdvisors Wealth Management, LLC | 24 | 24 | 0.14% | 0.53% | 1.28% | Q4 2017 | Q3 2023 | 24 |
NEXT Financial Group, Inc | 22 | 1 | 0.00% | 0.24% | 0.75% | Q3 2014 | Q4 2021 | 23 |
FLAGSHIP HARBOR ADVISORS, LLC | 23 | 23 | 0.02% | 0.07% | 0.22% | Q1 2018 | Q3 2023 | 23 |
Valmark Advisers, Inc. | 23 | 23 | 0.00% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 23 |
Moloney Securities Asset Management, LLC | 14 | 9 | 0.05% | 0.08% | 0.14% | Q4 2017 | Q3 2023 | 23 |
CITY HOLDING CO | 23 | 23 | 0.08% | 0.42% | 0.91% | Q1 2018 | Q3 2023 | 23 |
Narwhal Capital Management | 19 | 4 | 0.02% | 0.17% | 0.30% | Q2 2013 | Q3 2023 | 23 |
AlphaMark Advisors, LLC | 23 | 23 | 0.01% | 0.06% | 0.12% | Q1 2015 | Q3 2020 | 23 |
PETTYJOHN, WOOD & WHITE, INC | 23 | 23 | 0.05% | 0.14% | 0.32% | Q1 2018 | Q3 2023 | 23 |
AE Wealth Management LLC | 23 | 23 | 0.00% | 0.02% | 0.13% | Q1 2018 | Q3 2023 | 23 |
Global Retirement Partners, LLC | 16 | 7 | 0.00% | 0.02% | 0.06% | Q4 2017 | Q3 2023 | 23 |
1832 Asset Management L.P. | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
DELTA ASSET MANAGEMENT LLC/TN | 18 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 23 |
J.P. Morgan Private Wealth Advisors LLC | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Allworth Financial LP | 21 | 1 | 0.00% | 0.00% | 0.02% | Q1 2017 | Q3 2023 | 22 |
Kistler-Tiffany Companies, LLC | 21 | 1 | 0.00% | 0.02% | 0.05% | Q3 2014 | Q2 2023 | 22 |
BANQUE PICTET & CIE SA | 14 | 3 | 0.00% | 0.04% | 0.09% | Q2 2017 | Q3 2023 | 22 |
CENTAURUS FINANCIAL, INC. | 16 | 2 | 0.01% | 0.04% | 0.14% | Q4 2017 | Q3 2023 | 22 |
JT Stratford LLC | 12 | 4 | 0.06% | 0.30% | 0.56% | Q1 2017 | Q3 2023 | 22 |
NVWM, LLC | 15 | 7 | 0.00% | 0.64% | 1.61% | Q4 2017 | Q3 2023 | 22 |
Prospera Financial Services Inc | 9 | 3 | 0.01% | 0.07% | 0.26% | Q4 2016 | Q3 2023 | 22 |
SPC Financial, Inc. | 21 | 1 | 0.05% | 2.98% | 4.00% | Q1 2015 | Q3 2023 | 22 |
Pflug Koory, LLC | 22 | 22 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.02% | 0.06% | 0.27% | Q3 2018 | Q3 2023 | 21 |
WESPAC Advisors, LLC | 10 | 4 | 0.38% | 1.52% | 3.61% | Q4 2013 | Q3 2023 | 21 |
McGuire Investment Group, LLC | 21 | 21 | 0.04% | 0.10% | 0.14% | Q3 2018 | Q3 2023 | 21 |
BB&T SECURITIES, LLC | 16 | 5 | 0.01% | 0.07% | 0.16% | Q3 2013 | Q3 2019 | 21 |
Karp Capital Management Corp | 21 | 21 | 0.03% | 1.60% | 3.22% | Q4 2014 | Q4 2019 | 21 |
CIBC Private Wealth Group, LLC | 13 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 21 |
Mascoma Wealth Management LLC | 11 | 1 | 0.01% | 0.05% | 0.16% | Q4 2016 | Q3 2023 | 21 |
PFG Advisors | 10 | 5 | 0.03% | 0.15% | 0.47% | Q4 2017 | Q3 2023 | 21 |
VALLEY NATIONAL ADVISERS INC | 16 | 1 | 0.00% | 0.02% | 0.06% | Q3 2017 | Q3 2023 | 21 |
Voya Financial Advisors, Inc. | 21 | 21 | 0.11% | 0.32% | 0.59% | Q1 2016 | Q1 2021 | 21 |
MinichMacGregor Wealth Management, LLC | 12 | 4 | 0.02% | 3.53% | 5.22% | Q4 2015 | Q3 2023 | 20 |
PRUDENTIAL FINANCIAL INC | 14 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 20 |
Private Portfolio Partners LLC | 20 | 20 | 0.06% | 0.11% | 0.23% | Q4 2018 | Q3 2023 | 20 |
SG Americas Securities, LLC | 9 | 1 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q1 2023 | 20 |
CALTON & ASSOCIATES, INC. | 18 | 1 | 0.03% | 0.19% | 0.47% | Q4 2017 | Q2 2023 | 20 |
WealthBridge Capital Management, LLC | 20 | 20 | 0.11% | 0.24% | 0.56% | Q4 2018 | Q3 2023 | 20 |
BESSEMER GROUP INC | 10 | 1 | 0.00% | 0.02% | 0.36% | Q1 2016 | Q1 2023 | 20 |
BAROMETER CAPITAL MANAGEMENT INC. | 6 | 1 | 0.10% | 0.29% | 0.52% | Q4 2013 | Q2 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.01% | 0.03% | 0.08% | Q4 2018 | Q3 2023 | 20 |
ACG Wealth | 17 | 1 | 0.01% | 0.08% | 0.28% | Q1 2017 | Q2 2022 | 20 |
American Portfolios Advisors | 20 | 20 | 0.03% | 0.09% | 0.23% | Q4 2017 | Q3 2022 | 20 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 20 | 20 | 0.01% | 0.17% | 0.44% | Q2 2017 | Q1 2022 | 20 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Capital Investment Advisory Services, LLC | 20 | 20 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 20 |
LEVEL FOUR ADVISORY SERVICES, LLC | 18 | 2 | 0.01% | 0.08% | 0.19% | Q1 2017 | Q2 2023 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.03% | 0.07% | 0.19% | Q4 2018 | Q3 2023 | 20 |
Well Done, LLC | 17 | 3 | 0.12% | 0.28% | 0.89% | Q4 2015 | Q3 2023 | 20 |
CRA Financial Services, LLC | 20 | 20 | 0.11% | 0.21% | 0.40% | Q4 2018 | Q3 2023 | 20 |
Capital Asset Advisory Services LLC | 14 | 5 | 0.00% | 0.18% | 0.48% | Q4 2017 | Q3 2022 | 19 |
Financial Architects, Inc | 15 | 2 | 0.01% | 0.06% | 0.11% | Q4 2016 | Q1 2023 | 19 |
StoneX Group Inc. | 19 | 19 | 0.04% | 0.47% | 1.06% | Q2 2017 | Q4 2021 | 19 |
Fisher Asset Management, LLC | 16 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 19 |
MATHER GROUP, LLC. | 19 | 19 | 0.03% | 2.15% | 4.16% | Q3 2014 | Q1 2019 | 19 |
Keel Point, LLC | 11 | 1 | 0.03% | 0.74% | 2.06% | Q3 2016 | Q3 2023 | 19 |
Bell Rock Capital LLC | 16 | 1 | 0.08% | 1.31% | 3.42% | Q4 2016 | Q3 2022 | 19 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 19 | 19 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q1 2023 | 19 |
WEALTHSOURCE PARTNERS, LLC | 18 | 1 | 0.04% | 0.10% | 0.30% | Q2 2016 | Q3 2023 | 19 |
Dynamic Advisor Solutions LLC | 10 | 2 | 0.02% | 0.09% | 0.37% | Q4 2017 | Q3 2023 | 19 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 19 | 19 | 0.06% | 0.08% | 0.11% | Q1 2019 | Q3 2023 | 19 |
Archer Investment Corp | 10 | 9 | 0.01% | 0.04% | 0.08% | Q4 2018 | Q3 2023 | 19 |
USCA RIA LLC | 19 | 19 | 0.07% | 0.20% | 0.35% | Q4 2015 | Q2 2020 | 19 |
Carmichael Hill & Associates, Inc. | 16 | 1 | 0.04% | 0.09% | 0.23% | Q3 2018 | Q3 2023 | 19 |
Evolution Wealth Advisors, LLC | 16 | 3 | 0.03% | 1.90% | 4.33% | Q4 2018 | Q3 2023 | 19 |
Joseph P. Lucia & Associates, LLC | 19 | 19 | 0.29% | 0.80% | 2.01% | Q1 2019 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Capital Analysts, LLC | 15 | 1 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q3 2023 | 19 |
Rockefeller Capital Management L.P. | 19 | 19 | 0.00% | 0.02% | 0.05% | Q1 2019 | Q3 2023 | 19 |
CULLEN/FROST BANKERS, INC. | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Western Wealth Management, LLC | 11 | 8 | 0.06% | 0.16% | 0.43% | Q4 2018 | Q3 2023 | 19 |
Realta Investment Advisors | 19 | 19 | 0.03% | 0.64% | 1.73% | Q1 2019 | Q3 2023 | 19 |
ARS Investment Partners, LLC | 8 | 2 | 0.03% | 0.12% | 0.32% | Q1 2018 | Q3 2023 | 18 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 18 |
Biltmore Family Office, LLC | 18 | 18 | 0.03% | 0.06% | 0.09% | Q2 2019 | Q3 2023 | 18 |
Bank of New York Mellon Corp | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 18 |
Kovack Advisors, Inc. | 16 | 1 | 0.02% | 0.57% | 1.64% | Q4 2016 | Q3 2023 | 18 |
IHT Wealth Management, LLC | 14 | 4 | 0.01% | 0.15% | 0.36% | Q1 2017 | Q3 2021 | 18 |
Avitas Wealth Management LLC | 7 | 4 | 0.04% | 0.08% | 0.12% | Q2 2018 | Q3 2023 | 18 |
Crescent Grove Advisors, LLC | 15 | 3 | 0.07% | 0.40% | 1.06% | Q2 2017 | Q3 2023 | 18 |
Capital Investment Advisors, LLC | 10 | 1 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q4 2023 | 18 |
Mandatum Life Insurance Co Ltd | 18 | 18 | 0.03% | 0.09% | 0.23% | Q4 2015 | Q1 2020 | 18 |
HM PAYSON & CO | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
BREWIN DOLPHIN LTD | 17 | 1 | 0.00% | 0.07% | 0.13% | Q3 2017 | Q2 2022 | 18 |
SUNTRUST BANKS INC | 18 | 18 | 0.01% | 0.04% | 0.07% | Q2 2015 | Q3 2019 | 18 |
Lido Advisors, LLC | 7 | 3 | 0.01% | 0.07% | 0.67% | Q3 2017 | Q3 2023 | 18 |
Ellis Investment Partners, LLC | 18 | 18 | 0.14% | 0.34% | 0.47% | Q2 2019 | Q3 2023 | 18 |
M&T BANK CORP | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2021 | 17 |
Plante Moran Financial Advisors, LLC | 10 | 2 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 17 |
MILLENNIUM MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 17 |
Twin Tree Management, LP | 9 | 6 | 0.00% | 0.03% | 0.10% | Q3 2019 | Q2 2023 | 17 |
Compagnie Lombard Odier SCmA | 7 | 1 | 0.00% | 0.04% | 0.38% | Q3 2015 | Q3 2023 | 17 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10 | 7 | 0.05% | 0.22% | 0.46% | Q2 2018 | Q3 2023 | 17 |
Principle Wealth Partners LLC | 17 | 17 | 0.12% | 0.20% | 0.42% | Q3 2019 | Q3 2023 | 17 |
Wealthspire Advisors, L.P. | 17 | 17 | 0.01% | 0.02% | 0.04% | Q3 2016 | Q3 2020 | 17 |
WEBSTER BANK, N. A. | 16 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 17 |
Pensionmark Financial Group, LLC | 11 | 1 | 0.04% | 0.11% | 0.54% | Q4 2018 | Q3 2023 | 17 |
Black Swift Group, LLC | 6 | 2 | 0.02% | 1.96% | 4.27% | Q2 2017 | Q2 2023 | 17 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 8 | 3 | 0.04% | 0.17% | 0.54% | Q1 2017 | Q3 2022 | 17 |
Global Wealth Management Investment Advisory, Inc. | 15 | 2 | 0.00% | 0.01% | 0.11% | Q4 2018 | Q3 2023 | 17 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 12 | 5 | 0.01% | 0.17% | 0.60% | Q4 2018 | Q3 2023 | 17 |
REGIONS FINANCIAL CORP | 10 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 17 |
9258 Wealth Management, LLC | 15 | 2 | 0.04% | 0.17% | 0.44% | Q4 2018 | Q1 2023 | 17 |
Commonwealth Equity Services, Inc | 17 | 17 | 0.00% | 0.02% | 0.10% | Q3 2013 | Q3 2017 | 17 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 11 | 6 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q3 2023 | 17 |
COOKSON PEIRCE & CO INC | 16 | 16 | 0.04% | 0.08% | 0.13% | Q1 2016 | Q4 2019 | 16 |
Carroll Financial Associates, Inc. | 16 | 16 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q4 2020 | 16 |
SPRENG CAPITAL MANAGEMENT, INC. | 16 | 16 | 0.36% | 0.67% | 1.35% | Q4 2019 | Q3 2023 | 16 |
ALTFEST L J & CO INC | 13 | 3 | 0.04% | 0.85% | 3.28% | Q1 2018 | Q3 2023 | 16 |
CX Institutional | 13 | 1 | 0.00% | 0.09% | 0.30% | Q4 2018 | Q3 2023 | 16 |
EVOKE WEALTH, LLC | 15 | 1 | 0.01% | 0.01% | 0.04% | Q3 2019 | Q3 2023 | 16 |
Vantage Investment Advisors, LLC | 16 | 16 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2017 | 16 |
BELLEVUE ASSET MANAGEMENT, LLC | 16 | 16 | 0.06% | 0.07% | 0.12% | Q4 2019 | Q3 2023 | 16 |
ASHFORD CAPITAL MANAGEMENT INC | 16 | 16 | 0.16% | 0.43% | 0.66% | Q4 2016 | Q3 2020 | 16 |
TRUSTCORE FINANCIAL SERVICES, LLC | 9 | 3 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2022 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.03% | 0.05% | 0.12% | Q4 2019 | Q3 2023 | 16 |
RAYMOND JAMES TRUST N.A. | 7 | 2 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 16 |
Clark Capital Management Group, Inc. | 5 | 1 | 0.03% | 0.14% | 0.42% | Q3 2013 | Q1 2023 | 16 |
First Allied Advisory Services, Inc. | 16 | 16 | 0.03% | 0.06% | 0.15% | Q4 2016 | Q3 2020 | 16 |
Kore Private Wealth LLC | 16 | 16 | 0.07% | 0.09% | 0.16% | Q4 2018 | Q3 2022 | 16 |
Strategic Advisors LLC | 8 | 2 | 0.08% | 0.13% | 0.17% | Q3 2014 | Q4 2019 | 16 |
Firestone Capital Management | 16 | 16 | 0.14% | 0.17% | 0.21% | Q4 2019 | Q3 2023 | 16 |
1834 INVESTMENT ADVISORS CO | 14 | 2 | 0.00% | 0.04% | 0.25% | Q4 2017 | Q4 2021 | 16 |
MERCER GLOBAL ADVISORS INC /ADV | 13 | 1 | 0.00% | 0.07% | 0.18% | Q1 2019 | Q3 2023 | 16 |
Cedar Mountain Advisors, LLC | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Lowe Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2019 | 16 |
MAI Capital Management | 9 | 7 | 0.00% | 0.06% | 0.15% | Q2 2017 | Q3 2023 | 16 |
D.A. DAVIDSON & CO. | 8 | 3 | 0.01% | 0.06% | 0.15% | Q3 2013 | Q3 2023 | 16 |
Psagot Value Holdings Ltd. | 16 | 16 | 0.01% | 0.28% | 1.37% | Q4 2015 | Q3 2019 | 16 |
FAS Wealth Partners, Inc. | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
L & S Advisors Inc | 13 | 1 | 0.04% | 0.10% | 0.21% | Q1 2014 | Q2 2018 | 16 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 15 | 15 | 0.04% | 0.08% | 0.16% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.03% | 0.05% | 0.08% | Q1 2020 | Q3 2023 | 15 |
MEITAV INVESTMENT HOUSE LTD | 12 | 1 | 0.02% | 0.36% | 1.64% | Q2 2018 | Q3 2023 | 15 |
Csenge Advisory Group | 4 | 1 | 0.00% | 0.12% | 0.49% | Q3 2017 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.03% | 0.20% | 0.36% | Q2 2016 | Q4 2019 | 15 |
Caprock Group, LLC | 15 | 15 | 0.04% | 0.08% | 0.12% | Q1 2020 | Q3 2023 | 15 |
Glassman Wealth Services | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Hilltop Holdings Inc. | 14 | 1 | 0.04% | 0.08% | 0.39% | Q3 2018 | Q3 2023 | 15 |
FIFTH THIRD SECURITIES, INC. | 6 | 1 | 0.22% | 0.82% | 1.43% | Q4 2016 | Q3 2023 | 15 |
Integrated Advisors Network LLC | 15 | 15 | 0.03% | 0.06% | 0.14% | Q1 2020 | Q3 2023 | 15 |
Quantitative Investment Management, LLC | 9 | 1 | 0.01% | 0.12% | 0.40% | Q4 2017 | Q1 2023 | 15 |
Capital Advisors, Ltd. LLC | 15 | 15 | 0.31% | 0.36% | 0.42% | Q1 2020 | Q3 2023 | 15 |
STRATEGIC WEALTH MANAGEMENT INC | 14 | 1 | 1.74% | 4.29% | 6.53% | Q3 2014 | Q1 2020 | 15 |
Ironwood Financial, llc | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2021 | 15 |
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 12 | 1 | 0.75% | 1.11% | 2.60% | Q3 2018 | Q3 2023 | 15 |
HUNTINGTON NATIONAL BANK | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 15 |
HOWARD WEALTH MANAGEMENT, LLC | 10 | 5 | 0.26% | 0.40% | 0.66% | Q4 2019 | Q3 2023 | 15 |
IFG Advisory, LLC | 13 | 1 | 0.03% | 0.26% | 0.37% | Q4 2017 | Q3 2023 | 15 |
Kingfisher Capital LLC | 11 | 1 | 0.07% | 0.17% | 0.22% | Q4 2015 | Q3 2022 | 15 |
HRT FINANCIAL LP | 5 | 1 | 0.01% | 0.14% | 0.50% | Q2 2015 | Q3 2023 | 15 |
NORTHERN TRUST CORP | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 15 |
BNP PARIBAS FINANCIAL MARKETS | 14 | 1 | 0.00% | 0.01% | 0.07% | Q1 2016 | Q3 2023 | 15 |
Winslow, Evans & Crocker, Inc. | 15 | 15 | 0.00% | 0.05% | 0.16% | Q2 2017 | Q4 2020 | 15 |
Retirement Group, LLC | 14 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 15 |
Symphony Financial, Ltd. Co. | 15 | 15 | 0.06% | 0.10% | 0.19% | Q1 2020 | Q3 2023 | 15 |
Atria Investments, Inc | 5 | 1 | 0.01% | 0.06% | 0.15% | Q1 2016 | Q3 2023 | 15 |
Clearstead Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Lehman & Derafelo Financial Resources LLC | 12 | 2 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q3 2022 | 14 |
Cresset Asset Management, LLC | 7 | 3 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 14 |
Gladstone Institutional Advisory LLC | 7 | 1 | 0.02% | 0.11% | 0.30% | Q4 2018 | Q3 2023 | 14 |
PACIFIC SUN FINANCIAL CORP | 6 | 1 | 0.23% | 0.53% | 0.69% | Q2 2018 | Q2 2023 | 14 |
Ellevest, Inc. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2022 | 14 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
NEVILLE RODIE & SHAW INC | 8 | 6 | 0.02% | 0.09% | 0.16% | Q4 2018 | Q2 2023 | 14 |
Wealthspire Advisors, LLC | 11 | 3 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 14 |
Mosaic Family Wealth, LLC | 14 | 14 | 0.02% | 0.04% | 0.07% | Q4 2015 | Q1 2019 | 14 |
B. Riley Wealth Management, Inc. | 6 | 1 | 0.00% | 0.06% | 0.50% | Q1 2014 | Q2 2022 | 14 |
Banco de Sabadell, S.A | 7 | 7 | 0.07% | 0.09% | 0.13% | Q4 2017 | Q2 2021 | 14 |
Jacobi Capital Management LLC | 11 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2021 | 14 |
MSI Financial Services Inc | 13 | 1 | 0.00% | 0.05% | 0.30% | Q2 2013 | Q4 2016 | 14 |
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 14 | 14 | 0.51% | 1.01% | 1.31% | Q3 2014 | Q4 2017 | 14 |
Winch Advisory Services, LLC | 14 | 14 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Towercrest Capital Management | 14 | 14 | 0.07% | 0.08% | 0.10% | Q2 2020 | Q3 2023 | 14 |
Centerpoint Advisors, LLC | 14 | 14 | 0.02% | 0.06% | 0.11% | Q2 2020 | Q3 2023 | 14 |
NATIONAL PLANNING CORP | 14 | 14 | 0.03% | 0.16% | 0.43% | Q2 2014 | Q3 2017 | 14 |
Laurel Wealth Advisors, Inc. | 13 | 13 | 0.06% | 0.14% | 0.29% | Q3 2017 | Q3 2020 | 13 |
Rice Partnership, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2023 | 13 |
Sonora Investment Management, LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2021 | 13 |
Arkadios Wealth Advisors | 9 | 4 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 13 |
EXENCIAL WEALTH ADVISORS, LLC | 8 | 5 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 13 |
Selective Wealth Management, Inc. | 13 | 13 | 0.03% | 0.06% | 0.13% | Q3 2019 | Q3 2022 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.02% | 0.04% | 0.11% | Q3 2020 | Q3 2023 | 13 |
TSFG, LLC | 7 | 6 | 0.01% | 0.04% | 0.09% | Q1 2019 | Q3 2023 | 13 |
Banque Cantonale Vaudoise | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.02% | 0.08% | 0.32% | Q4 2019 | Q3 2023 | 13 |
FDx Advisors, Inc. | 5 | 1 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q3 2023 | 13 |
Harel Insurance Investments & Financial Services Ltd. | 6 | 3 | 0.00% | 0.27% | 1.26% | Q4 2017 | Q3 2023 | 13 |
FLC Capital Advisors | 13 | 13 | 0.21% | 0.27% | 0.32% | Q2 2020 | Q2 2023 | 13 |
PEDDOCK CAPITAL ADVISORS, LLC | 11 | 1 | 0.02% | 0.03% | 0.04% | Q3 2016 | Q4 2020 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.05% | 0.09% | 0.21% | Q3 2020 | Q3 2023 | 13 |
Affiance Financial, LLC | 13 | 13 | 0.00% | 0.01% | 0.05% | Q4 2019 | Q4 2022 | 13 |
GRIMES & COMPANY, INC. | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Wagner Wealth Management, LLC | 8 | 4 | 0.01% | 0.04% | 0.10% | Q4 2017 | Q3 2022 | 12 |
Charter Oak Capital Management, LLC | 12 | 12 | 0.00% | 0.02% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.03% | 0.06% | 0.07% | Q4 2020 | Q3 2023 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2021 | 12 |
Sandy Spring Bank | 9 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 12 |
Lee Financial Group Hawaii, Inc. | 9 | 3 | 0.36% | 4.79% | 7.63% | Q4 2017 | Q4 2020 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.02% | 0.07% | 0.14% | Q4 2018 | Q3 2021 | 12 |
WADE G W & INC | 12 | 12 | 0.01% | 0.03% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.25% | 0.32% | 0.38% | Q4 2020 | Q3 2023 | 12 |
SALEM INVESTMENT COUNSELORS INC | 8 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 12 |
THRIVENT FINANCIAL FOR LUTHERANS | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 12 |
FMA ADVISORY INC | 12 | 12 | 0.11% | 0.22% | 0.31% | Q1 2018 | Q4 2020 | 12 |
Ameritas Investment Partners, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Monument Capital Management | 12 | 12 | 0.76% | 1.58% | 3.75% | Q4 2017 | Q3 2020 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2016 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 6 | 1 | 0.00% | 0.04% | 0.12% | Q1 2015 | Q3 2019 | 12 |
Cedar Brook Financial Partners, LLC | 5 | 3 | 0.05% | 0.15% | 0.30% | Q4 2018 | Q2 2023 | 12 |
Octavia Wealth Advisors, LLC | 12 | 12 | 0.06% | 0.08% | 0.12% | Q4 2020 | Q3 2023 | 12 |
Madden Advisory Services, Inc. | 12 | 12 | 0.06% | 0.35% | 0.46% | Q1 2017 | Q4 2019 | 12 |
Traynor Capital Management, Inc. | 12 | 12 | 0.14% | 0.17% | 0.26% | Q1 2017 | Q4 2019 | 12 |
Global Financial Private Capital, Inc | 12 | 12 | 0.00% | 0.02% | 0.04% | Q3 2017 | Q2 2020 | 12 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2018 | 12 |
PRINCIPAL FINANCIAL GROUP INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 12 |
Advisors Preferred, LLC | 4 | 1 | 0.02% | 0.13% | 0.89% | Q4 2013 | Q1 2023 | 12 |
Qube Research & Technologies Ltd | 5 | 1 | 0.00% | 0.03% | 0.12% | Q4 2019 | Q3 2023 | 12 |
Greystone Financial Group, LLC | 12 | 12 | 0.16% | 0.27% | 0.40% | Q4 2020 | Q3 2023 | 12 |
Bluesphere Advisors, LLC | 12 | 12 | 0.97% | 2.29% | 3.14% | Q4 2020 | Q3 2023 | 12 |
PLANNING DIRECTIONS INC | 8 | 4 | 0.19% | 1.15% | 2.60% | Q1 2018 | Q1 2021 | 12 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 12 |
DFPG INVESTMENTS, LLC | 7 | 5 | 0.08% | 0.51% | 0.79% | Q4 2018 | Q3 2023 | 12 |
Burns Matteson Capital Management, LLC | 11 | 11 | 0.30% | 0.36% | 0.52% | Q4 2020 | Q2 2023 | 11 |
Ahrens Investment Partners LLC | 4 | 1 | 0.01% | 0.10% | 0.24% | Q4 2016 | Q1 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.03% | 0.08% | Q1 2021 | Q3 2023 | 11 |
HHM Wealth Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
LexAurum Advisors, LLC | 8 | 3 | 0.06% | 0.16% | 0.21% | Q1 2018 | Q3 2023 | 11 |
Ruggie Capital Group | 11 | 11 | 0.09% | 1.50% | 3.23% | Q2 2017 | Q4 2019 | 11 |
CAROLINAS WEALTH CONSULTING LLC | 9 | 2 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q2 2023 | 11 |
Inscription Capital, LLC | 7 | 1 | 0.08% | 0.66% | 1.43% | Q4 2018 | Q3 2023 | 11 |
Sowell Financial Services LLC | 7 | 2 | 0.01% | 0.08% | 0.18% | Q4 2018 | Q2 2023 | 11 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 11 | 11 | 0.04% | 0.05% | 0.06% | Q1 2018 | Q3 2020 | 11 |
Horan Securities, Inc. | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2019 | 11 |
OneDigital Investment Advisors LLC | 4 | 1 | 0.01% | 0.06% | 0.32% | Q3 2017 | Q3 2023 | 11 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2022 | 11 |
TrueWealth Advisors, LLC | 11 | 11 | 0.10% | 0.16% | 0.61% | Q4 2020 | Q2 2023 | 11 |
Sugarloaf Wealth Management, LLC | 10 | 1 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q2 2023 | 11 |
Ameritas Investment Company, LLC | 11 | 11 | 0.02% | 0.31% | 0.72% | Q1 2019 | Q3 2021 | 11 |
Wealth Alliance | 11 | 11 | 0.05% | 0.06% | 0.07% | Q1 2021 | Q3 2023 | 11 |
Tradewinds Capital Management, LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 11 |
Valeo Financial Advisors, LLC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q4 2020 | 11 |
CAMG Solamere Management, LLC | 11 | 11 | 0.12% | 0.27% | 0.43% | Q3 2017 | Q1 2020 | 11 |
Greenwich Wealth Management LLC | 11 | 11 | 0.05% | 0.06% | 0.09% | Q3 2017 | Q1 2020 | 11 |
FIRST NATIONAL CORP /MA/ /ADV | 6 | 5 | 0.23% | 0.63% | 1.01% | Q4 2018 | Q3 2023 | 11 |
FOUNDERS FINANCIAL SECURITIES LLC | 6 | 1 | 0.08% | 0.75% | 2.40% | Q4 2013 | Q1 2020 | 11 |
Certified Advisory Corp | 11 | 11 | 0.69% | 1.43% | 1.77% | Q4 2017 | Q2 2020 | 11 |
WHALEROCK POINT PARTNERS, LLC | 11 | 11 | 0.09% | 0.19% | 0.28% | Q3 2017 | Q1 2020 | 11 |
Westside Investment Management, Inc. | 9 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q1 2020 | 11 |
Bard Financial Services, Inc. | 11 | 11 | 0.10% | 0.11% | 0.13% | Q4 2020 | Q2 2023 | 11 |
Arete Wealth Advisors, LLC | 7 | 1 | 0.02% | 0.09% | 0.13% | Q4 2018 | Q3 2023 | 11 |
TWO SIGMA INVESTMENTS, LP | 4 | 1 | 0.00% | 0.02% | 0.07% | Q3 2018 | Q3 2023 | 11 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 6 | 1 | 0.02% | 0.04% | 0.06% | Q2 2015 | Q3 2018 | 11 |
Bison Wealth, LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2022 | 11 |
Ayalon Insurance Comp Ltd. | 7 | 4 | 0.09% | 0.48% | 0.81% | Q3 2018 | Q3 2023 | 11 |
BCK CAPITAL MANAGEMENT LP | 11 | 11 | 0.57% | 0.94% | 1.82% | Q4 2020 | Q2 2023 | 11 |
COMERICA BANK | 10 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 11 |
OPPENHEIMER ASSET MANAGEMENT INC. | 11 | 11 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q4 2019 | 11 |
Essex Financial Services, Inc. | 6 | 1 | 0.06% | 0.09% | 0.15% | Q4 2016 | Q3 2023 | 10 |
IAG Wealth Partners, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2022 | 10 |
Independent Family Office, LLC | 5 | 1 | 0.07% | 0.11% | 0.14% | Q4 2019 | Q3 2023 | 10 |
Castle Rock Wealth Management, LLC | 4 | 2 | 0.19% | 0.38% | 0.69% | Q4 2017 | Q3 2023 | 10 |
MOSELEY INVESTMENT MANAGEMENT INC | 7 | 1 | 0.10% | 0.26% | 0.46% | Q1 2019 | Q1 2022 | 10 |
Diligent Investors, LLC | 4 | 1 | 0.06% | 0.10% | 0.13% | Q4 2017 | Q2 2023 | 10 |
Game Plan Financial Advisors, LLC | 5 | 2 | 0.90% | 1.13% | 1.64% | Q4 2019 | Q4 2022 | 10 |
COLONY GROUP LLC | 4 | 1 | 0.01% | 0.07% | 0.59% | Q4 2014 | Q3 2023 | 10 |
GRIFFIN ASSET MANAGEMENT, INC. | 6 | 1 | 0.03% | 0.04% | 0.05% | Q1 2018 | Q3 2023 | 10 |
DeDora Capital, Inc. | 9 | 1 | 0.01% | 0.22% | 0.27% | Q4 2017 | Q1 2022 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.06% | 0.08% | 0.09% | Q1 2021 | Q3 2023 | 10 |
Smith Anglin Financial, LLC | 5 | 5 | 0.06% | 0.17% | 0.30% | Q4 2020 | Q3 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
MONEY CONCEPTS CAPITAL CORP | 8 | 2 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 10 |
Community Bank, N.A. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2019 | 10 |
PARK AVENUE SECURITIES LLC | 9 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 10 |
MASSMUTUAL TRUST CO FSB/ADV | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 10 |
Ausdal Financial Partners, Inc. | 3 | 1 | 0.02% | 0.04% | 0.09% | Q4 2015 | Q3 2023 | 10 |
Ifrah Financial Services, Inc. | 7 | 3 | 0.08% | 0.13% | 0.19% | Q3 2017 | Q3 2023 | 10 |
Providence Capital Advisors, LLC | 10 | 10 | 0.01% | 0.04% | 0.07% | Q4 2017 | Q1 2020 | 10 |
Bellwether Advisors, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 10 |
Atlas Private Wealth Advisors | 8 | 2 | 0.05% | 0.13% | 0.23% | Q2 2020 | Q3 2023 | 10 |
Solstein Capital, LLC | 10 | 10 | 0.02% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 10 |
ARROW FINANCIAL CORP | 10 | 10 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2020 | 10 |
Permanens Capital L.P. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2021 | 10 |
Teamwork Financial Advisors, LLC | 7 | 3 | 0.07% | 0.14% | 0.26% | Q1 2021 | Q3 2023 | 10 |
UBS ASSET MANAGEMENT AMERICAS INC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2021 | 10 |
AMERICAN ASSET MANAGEMENT INC. | 10 | 10 | 0.18% | 0.31% | 0.46% | Q3 2017 | Q4 2019 | 10 |
Milestone Advisory Partners | 9 | 9 | 1.87% | 2.57% | 3.29% | Q4 2017 | Q4 2019 | 9 |
TWO SIGMA ADVISERS, LP | 4 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 9 |
BAR HARBOR WEALTH MANAGEMENT | 9 | 9 | 0.05% | 0.08% | 0.10% | Q4 2017 | Q4 2019 | 9 |
Main Management LLC | 5 | 4 | 0.00% | 0.60% | 1.55% | Q1 2020 | Q3 2023 | 9 |
Virtu Financial LLC | 4 | 1 | 0.03% | 0.22% | 0.77% | Q4 2016 | Q3 2019 | 9 |
Bogart Wealth, LLC | 7 | 2 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 9 |
TrinityPoint Wealth, LLC | 9 | 9 | 0.06% | 0.07% | 0.08% | Q3 2021 | Q3 2023 | 9 |
Argent Trust Co | 9 | 9 | 0.02% | 0.04% | 0.09% | Q1 2018 | Q1 2020 | 9 |
EPG Wealth Management LLC | 5 | 1 | 0.01% | 0.12% | 0.29% | Q1 2020 | Q3 2023 | 9 |
Almanack Investment Partners, LLC. | 9 | 9 | 0.02% | 0.05% | 0.12% | Q3 2021 | Q3 2023 | 9 |
Independent Wealth Network Inc. | 9 | 9 | 0.28% | 0.33% | 0.40% | Q3 2021 | Q3 2023 | 9 |
Riggs Asset Managment Co. Inc. | 9 | 9 | 0.05% | 0.07% | 0.09% | Q4 2017 | Q4 2019 | 9 |
Leicht Financial Planning & Wealth Management, Inc. | 9 | 9 | 0.29% | 1.45% | 3.41% | Q4 2016 | Q4 2018 | 9 |
Heritage Wealth Advisors | 6 | 3 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 9 |
TIEDEMANN ADVISORS, LLC | 4 | 1 | 0.01% | 0.02% | 0.06% | Q3 2018 | Q1 2022 | 9 |
Freestone Capital Holdings, LLC | 7 | 2 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q2 2023 | 9 |
Simplicity Solutions, LLC | 9 | 9 | 0.01% | 0.03% | 0.10% | Q2 2018 | Q2 2020 | 9 |
BENJAMIN EDWARDS INC | 6 | 3 | 0.03% | 0.10% | 0.16% | Q1 2020 | Q3 2023 | 9 |
American Financial Network Advisory Services LLC | 9 | 9 | 0.92% | 1.55% | 2.10% | Q3 2017 | Q3 2019 | 9 |
WealthTrust-Arizona, LLC | 9 | 9 | 0.04% | 0.20% | 0.34% | Q4 2016 | Q4 2018 | 9 |
VSR Financial Services, Inc. | 9 | 9 | 0.09% | 0.10% | 0.12% | Q1 2014 | Q1 2016 | 9 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.00% | 0.13% | 0.36% | Q4 2016 | Q2 2023 | 9 |
Willingdon Wealth Management | 9 | 9 | 0.01% | 0.04% | 0.06% | Q1 2018 | Q1 2020 | 9 |
Newbridge Financial Services Group, Inc. | 8 | 1 | 0.00% | 0.08% | 0.15% | Q2 2021 | Q3 2023 | 9 |
SPINNAKER TRUST | 5 | 1 | 0.12% | 0.24% | 0.27% | Q3 2015 | Q4 2019 | 9 |
Raab & Moskowitz Asset Management LLC | 7 | 2 | 0.00% | 0.22% | 0.34% | Q3 2018 | Q3 2023 | 9 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q1 2022 | 9 |
Jackson Financial Management | 9 | 9 | 5.71% | 6.90% | 7.84% | Q4 2017 | Q4 2019 | 9 |
Hoxton Financial, Inc. | 9 | 9 | 3.39% | 3.86% | 4.65% | Q1 2014 | Q1 2016 | 9 |
Onyx Bridge Wealth Group LLC | 9 | 9 | 0.08% | 0.13% | 0.17% | Q3 2021 | Q3 2023 | 9 |
First Horizon Advisors, Inc. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Integrated Wealth Concepts LLC | 9 | 9 | 0.01% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Providence First Trust Co | 5 | 4 | 0.09% | 0.11% | 0.13% | Q1 2021 | Q2 2023 | 9 |
Good Life Advisors, LLC | 9 | 9 | 0.03% | 0.04% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Vishria Bird Financial Group, LLC | 8 | 8 | 3.62% | 4.44% | 5.85% | Q2 2018 | Q1 2020 | 8 |
MGO ONE SEVEN LLC | 6 | 2 | 0.00% | 0.04% | 0.12% | Q4 2017 | Q3 2023 | 8 |
Choate Investment Advisors | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Krilogy Financial LLC | 7 | 1 | 0.01% | 0.03% | 0.16% | Q2 2016 | Q2 2023 | 8 |
PITTENGER & ANDERSON INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2018 | 8 |
Allen Capital Group, LLC | 5 | 3 | 0.06% | 0.10% | 0.13% | Q3 2021 | Q3 2023 | 8 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.12% | 0.50% | Q1 2017 | Q3 2023 | 8 |
PARAGON FINANCIAL PARTNERS, INC. | 8 | 8 | 1.84% | 2.67% | 3.34% | Q4 2021 | Q3 2023 | 8 |
COTTONWOOD CAPITAL ADVISORS, LLC | 8 | 8 | 0.63% | 0.72% | 0.83% | Q4 2021 | Q3 2023 | 8 |
JMAC ENTERPRISES LLC | 8 | 8 | 0.58% | 0.66% | 0.71% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 8 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 5 | 3 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q2 2023 | 8 |
HL FINANCIAL SERVICES LLC | 5 | 3 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q1 2019 | 8 |
Secure Asset Management, LLC | 8 | 8 | 0.36% | 0.55% | 0.77% | Q4 2021 | Q3 2023 | 8 |
Visionary Asset Management, Inc. | 6 | 1 | 0.04% | 0.07% | 0.12% | Q3 2013 | Q3 2018 | 8 |
Sargent Bickham Lagudis LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2022 | 8 |
WFA Asset Management Corp | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
QUATTRO FINANCIAL ADVISORS LLC | 4 | 1 | 0.02% | 0.30% | 0.73% | Q2 2018 | Q1 2022 | 8 |
Beaumont Financial Partners, LLC | 4 | 2 | 0.11% | 0.31% | 0.42% | Q1 2017 | Q4 2019 | 8 |
Concord Wealth Partners | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 8 |
Seelaus Asset Management LLC | 4 | 4 | 0.19% | 0.21% | 0.22% | Q4 2017 | Q4 2019 | 8 |
WFG Advisors, LP | 5 | 3 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q2 2017 | 8 |
Global Trust Asset Management, LLC | 4 | 1 | 0.00% | 0.12% | 0.32% | Q4 2017 | Q2 2023 | 8 |
Integrity Financial Corp /WA | 8 | 8 | 0.00% | 0.00% | 0.02% | Q4 2021 | Q3 2023 | 8 |
COURIER CAPITAL LLC | 8 | 8 | 0.07% | 0.08% | 0.09% | Q1 2018 | Q4 2019 | 8 |
MBM Wealth Consultants, LLC | 8 | 8 | 0.03% | 0.05% | 0.06% | Q4 2018 | Q3 2020 | 8 |
Golden State Wealth Management, LLC | 4 | 1 | 0.04% | 0.25% | 0.47% | Q1 2019 | Q1 2022 | 8 |
M Holdings Securities, Inc. | 7 | 1 | 0.04% | 0.15% | 0.27% | Q3 2014 | Q4 2018 | 8 |
HERBST GROUP, LLC | 8 | 8 | 1.99% | 3.09% | 3.84% | Q4 2021 | Q3 2023 | 8 |
RMR Wealth Builders | 6 | 2 | 0.01% | 0.04% | 0.06% | Q4 2020 | Q2 2023 | 8 |
Virtu KCG Holdings LLC | 4 | 1 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q1 2016 | 8 |
GODSEY & GIBB, INC | 5 | 1 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 8 |
Destiny Wealth Partners, LLC | 6 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2022 | 8 |
ENTERPRISE FINANCIAL SERVICES CORP | 8 | 8 | 0.01% | 0.02% | 0.05% | Q3 2018 | Q2 2020 | 8 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.00% | 0.04% | 0.08% | Q1 2022 | Q3 2023 | 8 |
Sharkey, Howes & Javer | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2019 | 8 |
Patten Group, Inc. | 8 | 8 | 0.03% | 0.04% | 0.05% | Q1 2017 | Q4 2018 | 8 |
Sequoia Wealth Management, LLC | 6 | 2 | 0.61% | 1.52% | 5.89% | Q4 2017 | Q4 2019 | 8 |
Orion Portfolio Solutions, LLC | 5 | 3 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q4 2022 | 8 |
PRELUDE CAPITAL MANAGEMENT, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2020 | 8 |
Rehmann Capital Advisory Group | 3 | 2 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q2 2023 | 8 |
Canton Hathaway, LLC | 8 | 8 | 0.01% | 0.03% | 0.06% | Q3 2018 | Q2 2020 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 8 |
GREAT VALLEY ADVISOR GROUP, INC. | 5 | 3 | 0.02% | 0.27% | 0.47% | Q4 2018 | Q2 2022 | 8 |
Financial Management Professionals, Inc. | 5 | 3 | 0.00% | 1.24% | 2.14% | Q4 2013 | Q3 2018 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.01% | 0.02% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Lumina Fund Management LLC | 8 | 8 | 0.61% | 0.78% | 0.87% | Q4 2018 | Q3 2020 | 8 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 6 | 2 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2021 | 8 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 8 |
Ignite Planners, LLC | 8 | 8 | 0.72% | 0.96% | 1.23% | Q4 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
Virtue Capital Management, LLC | 6 | 2 | 0.02% | 0.07% | 0.14% | Q4 2017 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.04% | 0.07% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Savior LLC | 7 | 1 | 0.01% | 0.04% | 0.06% | Q4 2019 | Q4 2022 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
MDE Group | 8 | 8 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q1 2015 | 8 |
Cavalier Investments, LLC | 8 | 8 | 0.03% | 0.87% | 1.37% | Q1 2017 | Q4 2018 | 8 |
Avion Wealth | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
WealthTrust Fairport, LLC | 7 | 7 | 0.18% | 0.26% | 0.29% | Q4 2013 | Q2 2015 | 7 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 6 | 1 | 0.01% | 0.05% | 0.06% | Q1 2014 | Q3 2023 | 7 |
MBL Wealth, LLC | 7 | 7 | 0.11% | 0.12% | 0.14% | Q1 2022 | Q3 2023 | 7 |
Shamrock Asset Management LLC | 7 | 7 | 0.00% | 0.13% | 0.27% | Q1 2018 | Q3 2019 | 7 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 7 | 7 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
HARBOR INVESTMENT ADVISORY, LLC | 7 | 7 | 0.02% | 0.03% | 0.06% | Q1 2022 | Q3 2023 | 7 |
WealthCare Investment Partners, LLC | 7 | 7 | 0.72% | 1.62% | 2.45% | Q1 2022 | Q3 2023 | 7 |
GREENWOOD CAPITAL ASSOCIATES LLC | 3 | 1 | 0.05% | 0.27% | 1.03% | Q1 2016 | Q2 2023 | 7 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 3 | 2 | 0.04% | 0.69% | 3.66% | Q3 2018 | Q4 2022 | 7 |
Integrated Wealth Management | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2016 | 7 |
Freedom Investment Management, Inc. | 7 | 7 | 0.03% | 0.10% | 0.18% | Q1 2022 | Q3 2023 | 7 |
Leonard Rickey Investment Advisors P.L.L.C. | 5 | 2 | 0.15% | 0.24% | 0.29% | Q4 2017 | Q4 2019 | 7 |
Portfolio Strategies, Inc. | 6 | 1 | 0.56% | 1.06% | 1.72% | Q4 2017 | Q1 2023 | 7 |
Sequoia Financial Advisors, LLC | 4 | 3 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q3 2023 | 7 |
Bramshill Investments, LLC | 7 | 7 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Financial Gravity Asset Management, Inc. | 4 | 3 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q2 2023 | 7 |
SFMG, LLC | 4 | 3 | 0.04% | 0.05% | 0.08% | Q1 2018 | Q3 2023 | 7 |
BDO Wealth Advisors, LLC | 7 | 7 | 0.03% | 0.05% | 0.08% | Q2 2019 | Q4 2020 | 7 |
Weaver Consulting Group | 7 | 7 | 0.04% | 0.06% | 0.08% | Q1 2019 | Q3 2020 | 7 |
MAGNOLIA CAPITAL MANAGEMENT LTD | 7 | 7 | 0.29% | 0.41% | 0.46% | Q1 2022 | Q3 2023 | 7 |
Aptus Capital Advisors, LLC | 7 | 7 | 0.00% | 0.01% | 0.09% | Q1 2022 | Q3 2023 | 7 |
Cerity Partners LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Meridian Wealth Management, LLC | 6 | 1 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 7 |
Beacon Pointe Advisors, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
KFA Private Wealth Group, LLC | 7 | 7 | 0.13% | 0.18% | 0.23% | Q1 2022 | Q3 2023 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.00% | 0.07% | 0.48% | Q1 2022 | Q3 2023 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Phoenix Holdings Ltd. | 7 | 7 | 0.00% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Sage Capital Advisors,llc | 7 | 7 | 0.55% | 0.73% | 0.82% | Q3 2017 | Q1 2019 | 7 |
SOUTHERN CAPITAL ADVISORS, LLC | 7 | 7 | 0.43% | 0.55% | 0.62% | Q1 2022 | Q3 2023 | 7 |
LFA - Lugano Financial Advisors SA | 4 | 3 | 0.01% | 0.01% | 0.04% | Q2 2018 | Q2 2022 | 7 |
ASB Consultores, LLC | 7 | 7 | 1.25% | 1.52% | 1.78% | Q1 2022 | Q3 2023 | 7 |
Kovitz Investment Group Partners, LLC | 4 | 3 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q4 2021 | 7 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 5 | 2 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2018 | 7 |
Stadion Money Management, LLC | 4 | 3 | 0.05% | 0.22% | 0.47% | Q2 2013 | Q1 2018 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Kessler Investment Group, LLC | 7 | 7 | 0.05% | 0.28% | 1.57% | Q2 2013 | Q4 2014 | 7 |
PRINCETON CAPITAL MANAGEMENT LLC | 7 | 7 | 0.06% | 0.06% | 0.08% | Q1 2018 | Q3 2019 | 7 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q1 2021 | 7 |
Future Financial Wealth Managment LLC | 7 | 7 | 0.21% | 0.38% | 1.03% | Q4 2020 | Q2 2022 | 7 |
BerganKDV Wealth Management, LLC | 4 | 3 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2020 | 7 |
MRA Advisory Group | 7 | 7 | 2.02% | 2.61% | 3.52% | Q1 2022 | Q3 2023 | 7 |
Bank Julius Baer & Co. Ltd, Zurich | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 7 |
Merit Financial Group, LLC | 7 | 7 | 0.02% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 7 |
NWAM LLC | 6 | 1 | 0.01% | 0.10% | 0.32% | Q1 2020 | Q3 2022 | 7 |
SOA Wealth Advisors, LLC. | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
CreativeOne Wealth, LLC | 2 | 1 | 0.01% | 0.03% | 0.05% | Q1 2020 | Q2 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.05% | 0.07% | 0.09% | Q4 2021 | Q3 2023 | 7 |
New England Investment & Retirement Group, Inc. | 6 | 1 | 0.03% | 2.17% | 6.07% | Q2 2017 | Q1 2020 | 7 |
McClarren Financial Advisors, Inc. | 5 | 2 | 0.00% | 0.06% | 0.09% | Q4 2020 | Q3 2023 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.08% | 0.08% | 0.09% | Q4 2016 | Q2 2018 | 7 |
Focused Wealth Management, Inc | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
WHITENER CAPITAL MANAGEMENT, INC. | 5 | 2 | 0.01% | 0.01% | 0.03% | Q4 2017 | Q3 2019 | 7 |
Atlas Financial Advisors, Inc. | 7 | 7 | 0.27% | 0.44% | 0.58% | Q1 2022 | Q3 2023 | 7 |
PSI Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
WNY Asset Management, LLC | 7 | 7 | 0.09% | 0.45% | 0.96% | Q1 2022 | Q3 2023 | 7 |
Poehling Capital Management, INC. | 7 | 7 | 0.08% | 0.09% | 0.10% | Q1 2022 | Q3 2023 | 7 |
BROWN BROTHERS HARRIMAN & CO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
FIRST MIDWEST BANK TRUST DIVISION | 7 | 7 | 0.25% | 0.32% | 0.42% | Q3 2017 | Q1 2019 | 7 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
MARINO, STRAM & ASSOCIATES LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2019 | 6 |
Lindbrook Capital, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 6 |
Antonetti Capital Management LLC | 5 | 1 | 0.01% | 0.22% | 0.69% | Q2 2010 | Q3 2022 | 6 |
CAHILL FINANCIAL ADVISORS INC | 6 | 6 | 0.05% | 0.08% | 0.10% | Q2 2022 | Q3 2023 | 6 |
Ritter Daniher Financial Advisory LLC / DE | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
BRASADA CAPITAL MANAGEMENT, LP | 6 | 6 | 0.07% | 0.08% | 0.09% | Q2 2022 | Q3 2023 | 6 |
Genesee Capital Advisors, LLC | 5 | 1 | 0.30% | 0.73% | 0.88% | Q4 2018 | Q3 2023 | 6 |
Clearview Wealth Advisors LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
Anchor Investment Management, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2023 | 6 |
Intrepid Financial Planning Group LLC | 6 | 6 | 0.59% | 0.63% | 0.68% | Q2 2022 | Q3 2023 | 6 |
J Arnold Wealth Management Co | 5 | 1 | 0.00% | 0.04% | 0.25% | Q4 2019 | Q2 2021 | 6 |
Salomon & Ludwin, LLC | 6 | 6 | 0.08% | 0.10% | 0.11% | Q2 2022 | Q3 2023 | 6 |
TimeScale Financial, Inc. | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q1 2021 | 6 |
MUFG Americas Holdings Corp | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2021 | 6 |
TCI Wealth Advisors, Inc. | 3 | 1 | 0.00% | 0.02% | 0.11% | Q4 2017 | Q4 2022 | 6 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
PHILADELPHIA TRUST CO | 4 | 2 | 0.27% | 0.33% | 0.39% | Q1 2022 | Q3 2023 | 6 |
CENTRAL TRUST Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
Atlas Private Wealth Management, LLC | 6 | 6 | 0.09% | 0.09% | 0.11% | Q4 2019 | Q1 2021 | 6 |
Artemis Wealth Advisors, LLC | 6 | 6 | 0.16% | 0.21% | 0.28% | Q2 2022 | Q3 2023 | 6 |
Interchange Capital Partners, LLC | 5 | 1 | 0.02% | 0.29% | 0.46% | Q4 2020 | Q3 2023 | 6 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 4 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2018 | 6 |
HAZLETT, BURT & WATSON, INC. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
NEIRG Wealth Management, LLC | 6 | 6 | 0.07% | 0.52% | 0.70% | Q1 2022 | Q2 2023 | 6 |
Venturi Wealth Management, LLC | 4 | 1 | 0.00% | 0.03% | 0.11% | Q3 2017 | Q3 2023 | 6 |
MIRABELLA FINANCIAL SERVICES LLP | 5 | 1 | 0.13% | 1.48% | 3.23% | Q2 2020 | Q4 2022 | 6 |
Gradient Investments LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 6 |
AVIANCE CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.05% | 0.36% | 0.99% | Q3 2017 | Q1 2019 | 6 |
Executive Wealth Management, LLC | 4 | 2 | 0.00% | 0.05% | 0.10% | Q1 2019 | Q3 2023 | 6 |
ASSET ADVISORS CORP | 6 | 6 | 0.00% | 0.02% | 0.06% | Q1 2017 | Q2 2018 | 6 |
Eudaimonia Partners, LLC | 6 | 6 | 0.04% | 0.05% | 0.08% | Q4 2019 | Q1 2021 | 6 |
TRANSCEND CAPITAL ADVISORS, LLC | 6 | 6 | 0.10% | 0.11% | 0.12% | Q2 2022 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.03% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.06% | 0.08% | 0.10% | Q2 2018 | Q3 2019 | 6 |
WOLFF WIESE MAGANA LLC | 6 | 6 | 0.00% | 0.02% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Fieldpoint Private Securities, LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q4 2020 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
MARSHALL WACE, LLP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2022 | 6 |
Mayfair Advisory Group, LLC | 6 | 6 | 0.31% | 0.42% | 0.49% | Q2 2022 | Q3 2023 | 6 |
Montecito Bank & Trust | 3 | 1 | 0.07% | 0.18% | 0.25% | Q3 2013 | Q3 2018 | 6 |
Visionary Wealth Advisors | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Financial Insights, Inc. | 5 | 1 | 0.09% | 0.22% | 0.26% | Q4 2018 | Q2 2021 | 6 |
IPG Investment Advisors LLC | 5 | 1 | 0.07% | 0.09% | 0.15% | Q4 2016 | Q1 2020 | 6 |
FIRST MANHATTAN CO. LLC. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 6 |
SII INVESTMENTS INC/WI | 5 | 1 | 0.02% | 0.04% | 0.08% | Q2 2016 | Q4 2017 | 6 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 2 | 1 | 0.01% | 0.05% | 0.14% | Q4 2013 | Q2 2023 | 6 |
PATRON PARTNERS, LLC | 6 | 6 | 0.27% | 0.28% | 0.30% | Q2 2022 | Q3 2023 | 6 |
Asset Dedication, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2021 | 6 |
Fort Point Capital Partners LLC | 6 | 6 | 0.15% | 0.17% | 0.20% | Q1 2016 | Q2 2017 | 6 |
Quent Capital, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.02% | 0.07% | Q2 2016 | Q2 2023 | 6 |
SVB WEALTH LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
New Millennium Group LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
CAPITAL FUND MANAGEMENT S.A. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 6 |
Trilogy Capital Inc. | 4 | 2 | 0.02% | 0.10% | 0.15% | Q1 2018 | Q3 2021 | 6 |
AXXCESS WEALTH MANAGEMENT, LLC | 6 | 6 | 0.02% | 0.06% | 0.12% | Q2 2022 | Q3 2023 | 6 |
Mariner, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 6 |
ZWJ INVESTMENT COUNSEL INC | 4 | 2 | 0.04% | 0.06% | 0.07% | Q1 2017 | Q1 2020 | 6 |
Connectus Wealth, LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Concert Wealth Management Inc. | 6 | 6 | 0.04% | 0.05% | 0.07% | Q4 2015 | Q1 2017 | 6 |
IBEX WEALTH ADVISORS | 3 | 1 | 0.01% | 0.08% | 0.18% | Q4 2016 | Q4 2022 | 6 |
Richard Bernstein Advisors LLC | 6 | 6 | 1.30% | 1.51% | 1.65% | Q2 2022 | Q3 2023 | 6 |
Strategic Blueprint, LLC | 5 | 5 | 0.92% | 1.23% | 1.38% | Q4 2018 | Q4 2019 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 5 |
Zions Bancorporation, N.A. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 5 |
Perigon Wealth Management, LLC | 4 | 1 | 0.04% | 0.26% | 0.40% | Q4 2019 | Q3 2023 | 5 |
Faithward Advisors, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 5 |
First Washington CORP | 5 | 5 | 0.01% | 0.02% | 0.06% | Q3 2018 | Q3 2019 | 5 |
NewSquare Capital LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 5 |
NORTHSTAR WEALTH PARTNERS LLC | 5 | 5 | 0.39% | 0.64% | 0.94% | Q2 2017 | Q2 2018 | 5 |
SEI INVESTMENTS CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2018 | 5 |
Timber Hill LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q4 2014 | 5 |
PFS Partners, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Delek Group, Ltd. | 5 | 5 | 0.01% | 0.04% | 0.06% | Q4 2017 | Q4 2018 | 5 |
Global Assets Advisory, LLC | 5 | 5 | 0.64% | 0.75% | 0.82% | Q3 2022 | Q3 2023 | 5 |
WealthShield Partners, LLC | 4 | 1 | 0.03% | 0.10% | 0.34% | Q1 2022 | Q3 2023 | 5 |
Clarus Wealth Advisors | 5 | 5 | 0.01% | 0.06% | 0.14% | Q2 2018 | Q2 2019 | 5 |
Schonfeld Strategic Advisors LLC | 5 | 5 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q1 2023 | 5 |
Itau Unibanco Holding S.A. | 4 | 1 | 0.02% | 0.04% | 0.09% | Q2 2021 | Q1 2023 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.00% | 0.04% | 0.06% | Q1 2015 | Q1 2016 | 5 |
ACIMA PRIVATE WEALTH, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q3 2020 | 5 |
Baystate Wealth Management LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2023 | 5 |
CAPITAL ONE FINANCIAL CORP | 5 | 5 | 0.03% | 0.08% | 0.12% | Q1 2020 | Q1 2021 | 5 |
Wealthfront Advisers LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
MARCO INVESTMENT MANAGEMENT LLC | 3 | 2 | 0.02% | 0.03% | 0.03% | Q3 2019 | Q2 2023 | 5 |
Blue Trust, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Capital Advisory Group Advisory Services, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2019 | 5 |
Ranch Capital Advisors Inc. | 5 | 5 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2021 | 5 |
Vestmark Advisory Solutions, Inc. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2023 | 5 |
Cornerstone Financial Partners, LLC | 5 | 5 | 0.09% | 0.14% | 0.19% | Q4 2016 | Q4 2017 | 5 |
Bristlecone Advisors, LLC | 5 | 5 | 0.11% | 0.19% | 0.23% | Q3 2022 | Q3 2023 | 5 |
TUDOR INVESTMENT CORP ET AL | 5 | 5 | 0.04% | 0.05% | 0.07% | Q1 2022 | Q1 2023 | 5 |
St. Johns Investment Management Company, LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q4 2018 | 5 |
Laffer Tengler Investments, Inc. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Vigilare Wealth Management | 4 | 1 | 0.14% | 0.22% | 0.30% | Q4 2019 | Q2 2023 | 5 |
Hoover Financial Advisors, Inc. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q2 2021 | 5 |
Independent Advisor Alliance | 2 | 1 | 0.02% | 0.06% | 0.13% | Q1 2017 | Q2 2021 | 5 |
Manifold Partners, LLC | 5 | 5 | 3.00% | 3.76% | 4.79% | Q1 2017 | Q1 2018 | 5 |
Avestar Capital, LLC | 5 | 5 | 0.34% | 0.69% | 1.20% | Q4 2017 | Q4 2018 | 5 |
Financial Sense Advisors, Inc. | 4 | 1 | 0.10% | 0.88% | 3.90% | Q3 2018 | Q4 2019 | 5 |
Allianz Asset Management GmbH | 3 | 2 | 0.02% | 0.03% | 0.04% | Q3 2017 | Q1 2019 | 5 |
Intercontinental Wealth Advisors, LLC | 5 | 5 | 0.04% | 0.05% | 0.09% | Q4 2018 | Q4 2019 | 5 |
IAM Advisory, LLC | 5 | 5 | 0.45% | 0.47% | 0.52% | Q1 2022 | Q1 2023 | 5 |
Yarbrough Capital, LLC | 5 | 5 | 0.19% | 0.23% | 0.28% | Q3 2022 | Q3 2023 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.01% | 0.04% | 0.05% | Q4 2021 | Q4 2022 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Great Diamond Partners, LLC | 4 | 1 | 0.12% | 0.31% | 0.38% | Q4 2019 | Q3 2023 | 5 |
PINNACLE ASSOCIATES LTD | 5 | 5 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q1 2020 | 5 |
SILVERLAKE WEALTH MANAGEMENT LLC | 4 | 1 | 0.13% | 0.20% | 0.29% | Q2 2022 | Q3 2023 | 5 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Darwin Wealth Management, LLC | 2 | 1 | 0.01% | 0.15% | 0.37% | Q2 2018 | Q1 2023 | 5 |
Edge Capital Group, LLC | 5 | 5 | 0.09% | 0.10% | 0.11% | Q4 2018 | Q4 2019 | 5 |
Cobble Hill Financial Services, INC | 5 | 5 | 0.06% | 0.07% | 0.09% | Q3 2013 | Q3 2014 | 5 |
ORRSTOWN FINANCIAL SERVICES INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
Legend Financial Advisors, Inc. | 5 | 5 | 6.75% | 7.51% | 9.04% | Q4 2018 | Q4 2019 | 5 |
Purus Wealth Management, LLC | 5 | 5 | 0.35% | 0.42% | 0.51% | Q3 2022 | Q3 2023 | 5 |
KMS FINANCIAL SERVICES, INC | 5 | 5 | 0.06% | 0.07% | 0.09% | Q3 2013 | Q3 2014 | 5 |
Berkeley Capital Partners, LLC | 5 | 5 | 0.09% | 0.11% | 0.12% | Q3 2022 | Q3 2023 | 5 |
CYPRESS ASSET MANAGEMENT INC/TX | 5 | 5 | 0.17% | 0.28% | 0.38% | Q2 2022 | Q2 2023 | 5 |
SECURITY NATIONAL TRUST CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
Lake Point Wealth Management | 3 | 2 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2020 | 5 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2022 | 5 |
Wealth & Pension Services Group, Inc. | 5 | 5 | 0.37% | 0.60% | 0.87% | Q3 2018 | Q3 2019 | 5 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 5 | 5 | 0.10% | 0.35% | 0.54% | Q4 2019 | Q4 2020 | 5 |
Global Wealth Strategies & Associates | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2023 | 5 |
Advisory Alpha, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2020 | 5 |
D. E. Shaw & Co., Inc. | 3 | 1 | 0.00% | 0.01% | 0.05% | Q3 2019 | Q1 2023 | 5 |
Cable Hill Partners, LLC | 3 | 2 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2017 | 5 |
IFC Holdings Incorporated/FL | 5 | 5 | 0.03% | 0.06% | 0.09% | Q4 2016 | Q4 2017 | 5 |
Private Wealth Advisors, LLC | 5 | 5 | 0.95% | 1.05% | 1.15% | Q2 2022 | Q2 2023 | 5 |
ROPES WEALTH ADVISORS LLC | 4 | 1 | 0.00% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 5 |
Bedell Frazier Investment Counselling, LLC | 5 | 5 | 1.18% | 1.38% | 1.54% | Q3 2022 | Q3 2023 | 5 |
WT Wealth Management | 2 | 1 | 0.16% | 0.57% | 1.17% | Q3 2019 | Q2 2023 | 5 |
Beta Wealth Group, Inc. | 5 | 5 | 0.24% | 0.27% | 0.30% | Q1 2022 | Q1 2023 | 5 |
CITIZENS FINANCIAL GROUP INC/RI | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2019 | 4 |
MFA WEALTH ADVISORS, LLC | 4 | 4 | 0.50% | 0.54% | 0.57% | Q4 2022 | Q3 2023 | 4 |
Meristem Family Wealth, LLC | 4 | 4 | 0.02% | 0.02% | 0.04% | Q2 2021 | Q1 2022 | 4 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 4 | 4 | 0.24% | 0.27% | 0.30% | Q4 2022 | Q3 2023 | 4 |
Flaharty Asset Management, LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
PICTON MAHONEY ASSET MANAGEMENT | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Hamlin Capital Management, LLC | 4 | 4 | 0.04% | 0.06% | 0.08% | Q4 2017 | Q3 2018 | 4 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q4 2014 | 4 |
MEANS INVESTMENT CO., INC. | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Janney Capital Management LLC | 4 | 4 | 0.61% | 1.05% | 1.29% | Q4 2022 | Q3 2023 | 4 |
Chicago Wealth Management, Inc. | 4 | 4 | 3.24% | 5.42% | 6.36% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.03% | Q4 2022 | Q3 2023 | 4 |
CIC Wealth, LLC | 4 | 4 | 0.10% | 0.13% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Mason & Associates Inc | 3 | 1 | 0.09% | 0.11% | 0.19% | Q1 2022 | Q3 2023 | 4 |
NEW ENGLAND SECURITIES CORP /MA/ | 3 | 1 | 0.01% | 0.06% | 0.09% | Q4 2013 | Q4 2014 | 4 |
Trexquant Investment LP | 4 | 4 | 0.02% | 0.04% | 0.09% | Q3 2019 | Q2 2020 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
JNBA Financial Advisors | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2022 | 4 |
EverSource Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
MILESTONE WEALTH, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 4 |
ExodusPoint Capital Management, LP | 2 | 1 | 0.00% | 0.03% | 0.12% | Q1 2020 | Q3 2022 | 4 |
WARNER FINANCIAL, INC | 4 | 4 | 0.21% | 0.22% | 0.24% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
TEXAS PERMANENT SCHOOL FUND CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
BBJS FINANCIAL ADVISORS, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Vahanian & Associates Financial Planning Inc. | 3 | 1 | 0.35% | 0.76% | 0.98% | Q4 2021 | Q3 2023 | 4 |
Van Leeuwen & Company, LLC | 4 | 4 | 1.23% | 1.71% | 2.03% | Q4 2018 | Q3 2019 | 4 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 4 |
Brown Miller Wealth Management, LLC | 4 | 4 | 0.17% | 0.17% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Rollins Financial | 2 | 2 | 0.08% | 0.12% | 0.16% | Q1 2022 | Q1 2023 | 4 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.21% | 0.36% | 0.42% | Q1 2014 | Q4 2014 | 4 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q2 2018 | 4 |
Garde Capital, Inc. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Coppell Advisory Solutions LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Fiera Capital Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
Apriem Advisors | 4 | 4 | 0.31% | 0.36% | 0.43% | Q2 2018 | Q1 2019 | 4 |
TOWNSQUARE CAPITAL LLC | 4 | 4 | 0.02% | 0.04% | 0.08% | Q2 2019 | Q1 2020 | 4 |
KANALY TRUST CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2016 | 4 |
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 4 | 4 | 1.17% | 1.86% | 2.63% | Q3 2018 | Q2 2019 | 4 |
Live Oak Investment Partners | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Horizon Investments, LLC | 2 | 1 | 0.00% | 2.19% | 3.32% | Q2 2016 | Q3 2023 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
SYNOVUS FINANCIAL CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2022 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Phoenix Wealth Advisors | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q3 2021 | 4 |
HBW ADVISORY SERVICES LLC | 3 | 1 | 0.07% | 0.17% | 0.31% | Q4 2019 | Q4 2020 | 4 |
InterOcean Capital, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q4 2019 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.04% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 4 |
TBH Global Asset Management, LLC | 4 | 4 | 0.08% | 0.09% | 0.10% | Q4 2019 | Q3 2020 | 4 |
WBI INVESTMENTS, LLC | 3 | 1 | 0.05% | 0.10% | 0.18% | Q3 2018 | Q1 2021 | 4 |
WESBANCO BANK INC | 3 | 1 | 0.01% | 0.03% | 0.04% | Q1 2017 | Q1 2018 | 4 |
LAZARD ASSET MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Cypress Capital Management LLC (WY) | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Capital One Investing, Inc. | 4 | 4 | 0.17% | 0.20% | 0.25% | Q4 2018 | Q3 2019 | 4 |
BOKF, NA | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 4 |
Independence Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q3 2020 | 4 |
Semmax Financial Advisors Inc. | 3 | 1 | 0.00% | 0.04% | 0.14% | Q4 2018 | Q4 2020 | 4 |
Resource Management, LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2017 | Q3 2018 | 4 |
JONES FINANCIAL COMPANIES LLLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 4 |
INVESTMENT CENTERS OF AMERICA INC | 4 | 4 | 0.02% | 0.04% | 0.06% | Q4 2016 | Q3 2017 | 4 |
Laurel Wealth Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Partnervest Advisory Services LLC | 3 | 1 | 0.08% | 0.10% | 0.16% | Q2 2019 | Q3 2020 | 4 |
Highlander Capital Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Mirae Asset Global Investments Co., Ltd. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
INSIGNEO ADVISORY SERVICES, LLC | 4 | 4 | 0.10% | 0.12% | 0.15% | Q4 2022 | Q3 2023 | 4 |
MEEDER ASSET MANAGEMENT INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2022 | 4 |
Apollon Wealth Management, LLC | 4 | 4 | 0.09% | 0.13% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Kingsview Wealth Management, LLC | 3 | 1 | 0.01% | 0.05% | 0.10% | Q2 2022 | Q3 2023 | 4 |
One Capital Management, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q4 2022 | 4 |
CALDWELL SUTTER CAPITAL, INC. | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Lion Street Advisors, LLC | 3 | 1 | 0.09% | 0.38% | 1.25% | Q4 2019 | Q3 2023 | 4 |
Elmwood Wealth Management, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 4 |
Deane Retirement Strategies, Inc. | 3 | 1 | 2.01% | 2.33% | 3.17% | Q1 2022 | Q2 2023 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Spectrum Wealth Advisory Group, LLC | 4 | 4 | 2.28% | 2.82% | 3.33% | Q2 2019 | Q1 2020 | 4 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q3 2014 | 4 |
Avior Wealth Management, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 4 |
O'Dell Group, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 4 |
DB Wealth Management Group, LLC | 4 | 4 | 0.05% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Red Door Wealth Management, LLC | 2 | 1 | 0.00% | 0.02% | 0.08% | Q1 2020 | Q2 2023 | 4 |
Global Endowment Management, LP | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2016 | Q3 2017 | 4 |
JDM Financial Group LLC | 4 | 4 | 0.13% | 0.14% | 0.14% | Q4 2022 | Q3 2023 | 4 |
National Wealth Management Group, LLC | 4 | 4 | 0.24% | 0.28% | 0.34% | Q4 2022 | Q3 2023 | 4 |
Claybrook Capital, LLC | 3 | 1 | 0.15% | 0.51% | 0.64% | Q4 2018 | Q3 2023 | 4 |
WFA of San Diego, LLC | 2 | 1 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 4 |
PICTET BANK & TRUST Ltd | 4 | 4 | 0.08% | 0.09% | 0.10% | Q4 2016 | Q3 2017 | 4 |
COMERICA SECURITIES,INC. | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
CARDIFF PARK ADVISORS, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
PEAK FINANCIAL ADVISORS LLC | 3 | 3 | 1.56% | 1.58% | 1.60% | Q4 2022 | Q2 2023 | 3 |
VitalStone Financial, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
COLDSTREAM CAPITAL MANAGEMENT INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
CHOREO, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
A. D. Beadell Investment Counsel, Inc. | 3 | 3 | 0.80% | 0.86% | 0.91% | Q1 2023 | Q3 2023 | 3 |
LAKE STREET PRIVATE WEALTH, LLC | 2 | 1 | 0.05% | 0.09% | 0.12% | Q2 2019 | Q2 2022 | 3 |
ARS Wealth Advisors, LLC | 3 | 3 | 0.08% | 0.08% | 0.09% | Q4 2020 | Q2 2021 | 3 |
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2018 | Q3 2018 | 3 |
Friedenthal Financial | 1 | 1 | 2.98% | 3.37% | 3.82% | Q2 2018 | Q1 2022 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2018 | 3 |
CSM Advisors, LLC | 3 | 3 | 1.90% | 2.11% | 2.29% | Q4 2022 | Q2 2023 | 3 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.08% | 0.24% | Q3 2019 | Q4 2022 | 3 |
PFG Investments, LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
BAIRD ROBERT W & CO INC /WI/ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2015 | 3 |
Capital Wealth Planning, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q3 2019 | Q1 2020 | 3 |
Hexagon Capital Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
360 Financial, Inc. | 3 | 3 | 2.56% | 4.14% | 5.24% | Q4 2019 | Q2 2020 | 3 |
BlackRock Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2022 | 3 |
CFM WEALTH PARTNERS LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2020 | 3 |
Moisand Fitzgerald Tamayo, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 3 |
RPg Family Wealth Advisory, LLC | 3 | 3 | 0.16% | 0.22% | 0.25% | Q1 2023 | Q3 2023 | 3 |
SIMON QUICK ADVISORS, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2021 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Kabarec Financial Advisors, Ltd. | 3 | 3 | 5.00% | 5.38% | 5.69% | Q4 2017 | Q2 2018 | 3 |
J. Goldman & Co LP | 2 | 1 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q4 2020 | 3 |
BIVIN & ASSOCIATES, INC. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 3 |
Tidal Investments LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 3 |
Vericrest Private Wealth | 3 | 3 | 0.37% | 0.43% | 0.47% | Q4 2021 | Q2 2022 | 3 |
Truepoint, Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q4 2022 | 3 |
Cadent Capital Advisors, LLC | 3 | 3 | 0.16% | 0.60% | 1.42% | Q1 2023 | Q3 2023 | 3 |
U.S. Capital Wealth Advisors, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 3 |
Princeton Global Asset Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Novak Financial Planning, LLC | 3 | 3 | 0.57% | 0.62% | 0.64% | Q4 2020 | Q2 2021 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
ProVise Management Group, LLC | 3 | 3 | 0.05% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
B & T Capital Management DBA Alpha Capital Management | 3 | 3 | 0.05% | 0.05% | 0.06% | Q4 2020 | Q2 2021 | 3 |
Psagot Value Holdings Ltd. / (Israel) | 2 | 1 | 0.20% | 0.45% | 0.94% | Q4 2022 | Q3 2023 | 3 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.04% | 0.06% | 0.08% | Q2 2019 | Q2 2023 | 3 |
Wright Fund Management, LLC | 3 | 3 | 0.43% | 0.78% | 1.39% | Q4 2022 | Q2 2023 | 3 |
NIEMANN CAPITAL MANAGEMENT INC | 3 | 3 | 12.16% | 15.08% | 17.61% | Q3 2017 | Q1 2018 | 3 |
Bay Harbor Wealth Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2020 | 3 |
Blackhawk Capital Partners LLC. | 3 | 3 | 0.02% | 0.54% | 0.89% | Q4 2017 | Q2 2018 | 3 |
Cordasco Financial Network | 2 | 1 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q1 2022 | 3 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2015 | 3 |
UMB Bank, n.a. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
NSI Retail Advisors, LLC | 3 | 3 | 4.21% | 5.05% | 5.61% | Q4 2022 | Q2 2023 | 3 |
Homrich & Berg | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2018 | Q4 2018 | 3 |
NATIXIS | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Stonebridge Financial Planning Group, LLC | 3 | 3 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q2 2020 | 3 |
Arbor Wealth Management, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q2 2019 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Accel Wealth Management | 3 | 3 | 0.21% | 0.49% | 0.64% | Q1 2023 | Q3 2023 | 3 |
Essex Savings Bank | 3 | 3 | 0.05% | 0.06% | 0.07% | Q4 2018 | Q2 2019 | 3 |
Harvest Fund Management Co., Ltd | 3 | 3 | 0.05% | 0.05% | 0.06% | Q2 2018 | Q4 2018 | 3 |
Polaris Wealth Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Guidant Wealth Advisors | 3 | 3 | 0.13% | 0.13% | 0.14% | Q1 2019 | Q3 2019 | 3 |
Pinnacle Advisory Group, Inc. | 3 | 3 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q2 2019 | 3 |
Journey Advisory Group, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Nelson Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 3 |
Gemmer Asset Management LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 3 |
K2 PRINCIPAL FUND, L.P. | 3 | 3 | 0.23% | 0.34% | 0.42% | Q1 2018 | Q3 2018 | 3 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 2 | 1 | 0.10% | 0.10% | 0.11% | Q1 2019 | Q4 2019 | 3 |
United Asset Strategies, Inc. | 2 | 1 | 0.10% | 0.13% | 0.14% | Q1 2022 | Q1 2023 | 3 |
PACIFIC FINANCIAL GROUP INC | 3 | 3 | 2.53% | 3.41% | 5.13% | Q3 2013 | Q1 2014 | 3 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.60% | 0.92% | Q3 2022 | Q3 2023 | 3 |
Aspire Private Capital, LLC | 3 | 3 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q2 2019 | 3 |
Thiel Macro LLC | 3 | 3 | 0.22% | 0.53% | 0.92% | Q1 2017 | Q3 2017 | 3 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.05% | 0.05% | 0.06% | Q1 2022 | Q2 2023 | 3 |
AMUNDI ASSET MANAGEMENT US, INC. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2018 | 3 |
Main Management Fund Advisors LLC | 3 | 3 | 8.15% | 9.08% | 10.20% | Q4 2022 | Q2 2023 | 3 |
Aveo Capital Partners, LLC | 2 | 1 | 0.61% | 0.78% | 1.10% | Q1 2017 | Q3 2018 | 3 |
Fidelis Capital Partners, LLC | 3 | 3 | 0.26% | 0.30% | 0.34% | Q1 2023 | Q3 2023 | 3 |
Baker Avenue Asset Management, LP | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Stonehage Fleming Financial Services Holdings Ltd | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Danda Trouve Investment Management, Inc. | 3 | 3 | 0.00% | 0.04% | 0.06% | Q4 2019 | Q2 2020 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.02% | 0.03% | 0.05% | Q3 2022 | Q3 2023 | 3 |
EVERMAY WEALTH MANAGEMENT LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA | 3 | 3 | 0.34% | 0.37% | 0.38% | Q1 2018 | Q3 2018 | 3 |
Modus Advisors, LLC | 1 | 1 | 0.02% | 0.08% | 0.16% | Q4 2019 | Q2 2021 | 3 |
WBH ADVISORY INC | 2 | 1 | 0.04% | 0.05% | 0.05% | Q3 2018 | Q4 2019 | 3 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Smith, Salley & Associates | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
W.G. Shaheen & Associates DBA Whitney & Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Eagle Strategies LLC | 3 | 3 | 0.28% | 0.30% | 0.33% | Q4 2022 | Q2 2023 | 3 |
Capital Directions Investment Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
Destination Wealth Management | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 3 |
Cutter & CO Brokerage, Inc. | 2 | 1 | 0.20% | 0.25% | 0.28% | Q2 2017 | Q1 2018 | 3 |
EAGLE GLOBAL ADVISORS LLC | 2 | 1 | 0.04% | 0.35% | 0.52% | Q4 2018 | Q3 2020 | 3 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
GUYASUTA INVESTMENT ADVISORS INC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
Round Table Services, LLC | 3 | 3 | 0.08% | 2.10% | 3.11% | Q4 2016 | Q2 2017 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.01% | 0.01% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Apeiron RIA LLC | 2 | 2 | 0.10% | 0.10% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Triumph Capital Management | 2 | 2 | 0.26% | 0.36% | 0.46% | Q2 2023 | Q3 2023 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q2 2023 | 2 |
MATRIX PRIVATE CAPITAL GROUP LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 2 |
Worth Asset Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q1 2023 | 2 |
Connecticut Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Coppell Advisory Solutions Corp. | 2 | 2 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q1 2023 | 2 |
TCP Asset Management, LLC | 2 | 2 | 1.22% | 1.26% | 1.30% | Q4 2022 | Q1 2023 | 2 |
Gryphon Financial Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
AVALON CAPITAL MANAGEMENT | 1 | 1 | 0.30% | 0.41% | 0.53% | Q2 2017 | Q1 2018 | 2 |
CITIZENS & NORTHERN CORP | 1 | 1 | 0.12% | 0.18% | 0.23% | Q2 2019 | Q2 2022 | 2 |
Insight Advisors, LLC/ PA | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Brown Advisory Securities, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q3 2018 | 2 |
Pinnacle Bancorp, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Obsidian Personal Planning Solutions LLC | 2 | 2 | 0.25% | 0.27% | 0.30% | Q1 2023 | Q2 2023 | 2 |
CHURCHILL MANAGEMENT Corp | 2 | 2 | 0.56% | 2.17% | 3.79% | Q1 2014 | Q2 2014 | 2 |
PagnatoKarp Partners LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q3 2017 | Q4 2017 | 2 |
Penserra Capital Management LLC | 1 | 1 | 0.05% | 0.10% | 0.15% | Q1 2018 | Q3 2019 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
ICICI Prudential Asset Management Co Ltd | 1 | 1 | 0.08% | 0.15% | 0.22% | Q1 2022 | Q3 2022 | 2 |
RFG Advisory, LLC | 1 | 1 | 0.02% | 0.04% | 0.06% | Q3 2018 | Q1 2023 | 2 |
JAMES INVESTMENT RESEARCH INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
PECONIC PARTNERS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Nuveen Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2014 | 2 |
FIRST FOUNDATION ADVISORS | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
UNITED BANK | 2 | 2 | 0.12% | 0.12% | 0.12% | Q4 2020 | Q1 2021 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q3 2013 | 2 |
West Tower Group, LLC | 2 | 2 | 0.04% | 0.07% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Crescent Capital Consulting, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
AlphaCore Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Fortis Group Advisors, LLC | 1 | 1 | 0.38% | 0.39% | 0.40% | Q1 2023 | Q3 2023 | 2 |
BEAM WEALTH ADVISORS, INC. | 2 | 2 | 0.21% | 0.40% | 0.58% | Q4 2019 | Q1 2020 | 2 |
C M BIDWELL & ASSOCIATES LTD | 2 | 2 | 0.08% | 0.09% | 0.10% | Q1 2018 | Q2 2018 | 2 |
Rosenberg Matthew Hamilton | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Rathbones Group PLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 2 |
Red Tortoise LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Steinberg Global Asset Management | 2 | 2 | 0.08% | 0.11% | 0.14% | Q4 2018 | Q1 2019 | 2 |
Chanos & Co LP | 1 | 1 | 2.84% | 2.89% | 2.95% | Q2 2015 | Q4 2015 | 2 |
PRUDENTIAL PLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2021 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q4 2020 | 2 |
Acorn Advisory Capital L.P. | 2 | 2 | 0.33% | 0.56% | 0.79% | Q4 2017 | Q1 2018 | 2 |
GIRARD SECURITIES, INC. | 2 | 2 | 0.29% | 0.70% | 1.11% | Q2 2017 | Q3 2017 | 2 |
FinTrust Investment Advisory Services, LLC | 2 | 2 | 0.20% | 0.27% | 0.33% | Q4 2017 | Q1 2018 | 2 |
Fulcrum Equity Management | 2 | 2 | 2.16% | 2.25% | 2.34% | Q4 2022 | Q1 2023 | 2 |
Brevan Howard Capital Management LP | 1 | 1 | 0.39% | 0.79% | 1.18% | Q1 2023 | Q1 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q1 2022 | 2 |
New Vernon Capital Holdings II LLC | 2 | 2 | 0.65% | 0.72% | 0.79% | Q2 2023 | Q3 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Columbus Macro, LLC | 2 | 2 | 0.21% | 0.22% | 0.23% | Q3 2022 | Q4 2022 | 2 |
Argentus Capital Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
Connective Portfolio Management, LLC | 2 | 2 | 2.41% | 3.04% | 3.66% | Q4 2022 | Q1 2023 | 2 |
SS&H Financial Advisors, Inc. | 2 | 2 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q1 2023 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
TRUEWEALTH LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q2 2020 | 2 |
Cooper Financial Group | 2 | 2 | 0.08% | 0.09% | 0.09% | Q3 2019 | Q4 2019 | 2 |
Industrial Alliance Investment Management Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
AMUSSEN HUNSAKER ASSOCIATES LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q3 2018 | 2 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 2 |
ARS Wealth Advisors Group, LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q3 2021 | Q4 2021 | 2 |
GARNET EQUITY CAPITAL HOLDINGS, INC. | 2 | 2 | 1.25% | 1.32% | 1.38% | Q2 2023 | Q3 2023 | 2 |
Center for Financial Planning, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
McElhenny Sheffield Capital Management, LLC | 2 | 2 | 0.00% | 2.62% | 5.24% | Q4 2022 | Q1 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
ARGI Investment Services, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Stone House Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 1 | 1 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q4 2022 | 2 |
Bruderman Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Zions Bancorporation | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Meixler Investment Management, Ltd. | 2 | 2 | 0.61% | 1.03% | 1.44% | Q2 2023 | Q3 2023 | 2 |
Slocum, Gordon & Co LLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
BB&T INVESTMENT SERVICES, INC. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2017 | 2 |
Jupiter Wealth Management LLC | 1 | 1 | 0.24% | 0.52% | 0.79% | Q4 2019 | Q3 2023 | 2 |
VAUGHAN & Co SECURITIES, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Ameliora Wealth Management Ltd. | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q4 2022 | 2 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
FOCUS Wealth Advisors, LLC | 2 | 2 | 2.55% | 2.65% | 2.75% | Q2 2023 | Q3 2023 | 2 |
McAdam, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC | 2 | 2 | 0.33% | 0.42% | 0.50% | Q4 2019 | Q1 2020 | 2 |
InterOcean Capital Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
AJ WEALTH STRATEGIES, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL | 2 | 2 | 0.10% | 0.11% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Sterling Manor Financial, LLC | 2 | 2 | 5.01% | 5.08% | 5.15% | Q4 2022 | Q1 2023 | 2 |
Jackson Wealth Management, LLC | 2 | 2 | 0.52% | 0.54% | 0.57% | Q2 2018 | Q3 2018 | 2 |
AVAII WEALTH MANAGEMENT, LLC | 2 | 2 | 0.32% | 0.32% | 0.32% | Q2 2023 | Q3 2023 | 2 |
Trust Co | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Demars Financial Group, LLC | 2 | 2 | 1.28% | 1.44% | 1.61% | Q4 2019 | Q1 2020 | 2 |
RWA WEALTH PARTNERS, LLC | 1 | 1 | 0.39% | 0.44% | 0.49% | Q4 2020 | Q1 2022 | 2 |
KINGS POINT CAPITAL MANAGEMENT | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q1 2020 | 2 |
Donoghue Forlines LLC | 2 | 2 | 0.50% | 0.64% | 0.78% | Q4 2017 | Q1 2018 | 2 |
SageView Advisory Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Ballentine Partners, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q4 2019 | 2 |
Private Capital Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Verity Asset Management, Inc. | 2 | 2 | 0.12% | 0.15% | 0.17% | Q1 2021 | Q2 2021 | 2 |
Family Management Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
SYM FINANCIAL Corp | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 2 |
Colonial Trust Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
SANDLER CAPITAL MANAGEMENT | 1 | 1 | 0.78% | 1.16% | 1.54% | Q1 2015 | Q1 2019 | 2 |
Castleview Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 2 |
FNY Investment Advisers, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 2 |
MENORA MIVTACHIM HOLDINGS LTD. | 2 | 2 | 1.37% | 1.44% | 1.51% | Q1 2023 | Q2 2023 | 2 |
FLAGSTAR ADVISORS INC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2022 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.01% | 0.04% | 0.07% | Q4 2019 | Q1 2020 | 2 |
GPM Growth Investors, Inc. | 2 | 2 | 0.38% | 0.50% | 0.63% | Q4 2019 | Q1 2020 | 2 |
NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2022 | Q4 2022 | 2 |
Optiver Holding B.V. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Asset Advisors Investment Management, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2018 | Q4 2018 | 2 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Advisor Resource Council | 1 | 1 | 0.12% | 0.18% | 0.23% | Q2 2022 | Q3 2023 | 2 |
Hefty Wealth Partners | 1 | 1 | 0.04% | 0.05% | 0.05% | Q1 2016 | Q4 2016 | 2 |
Paradigm, Strategies in Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Ironsides Asset Advisors, LLC | 2 | 2 | 0.33% | 0.34% | 0.34% | Q2 2023 | Q3 2023 | 2 |
Owen LaRue, LLC | 2 | 2 | 1.14% | 1.32% | 1.51% | Q2 2023 | Q3 2023 | 2 |
Accurate Wealth Management, LLC | 2 | 2 | 0.01% | 0.04% | 0.07% | Q4 2022 | Q1 2023 | 2 |
MOULTON WEALTH MANAGEMENT, INC | 2 | 2 | 1.86% | 2.09% | 2.31% | Q1 2023 | Q2 2023 | 2 |
Parisi Gray Wealth Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Turim 21 Investimentos Ltda. | 2 | 2 | 5.51% | 7.67% | 9.82% | Q1 2022 | Q2 2022 | 2 |
Aurora Private Wealth, Inc. | 1 | 1 | 0.02% | 0.04% | 0.07% | Q1 2020 | Q2 2022 | 2 |
USA FINANCIAL FORMULAS | 2 | 2 | 0.20% | 0.21% | 0.21% | Q4 2016 | Q1 2017 | 2 |
Mount Yale Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2019 | 2 |
Price Capital Management, Inc. | 1 | 1 | 3.07% | 5.83% | 8.59% | Q1 2015 | Q3 2017 | 2 |
Colonial Trust Co / SC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 2 | 2 | 0.06% | 0.13% | 0.20% | Q4 2021 | Q1 2022 | 2 |
HAP Trading, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q2 2020 | 2 |
SOCIETE GENERALE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Bellwether Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
TOMPKINS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Claro Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
MILESTONE ASSET MANAGEMENT, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Titus Wealth Management | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2022 | Q2 2022 | 1 |
Titan Capital Management, LLC /TX | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
EFG Asset Management (Americas) Corp. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2017 | Q4 2017 | 1 |
Grey Fox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Gibraltar Capital Management, Inc. | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2018 | Q4 2018 | 1 |
Outlook Wealth Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2018 | Q4 2018 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2019 | Q3 2019 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q2 2020 | 1 |
5th Street Advisors, LLC | 1 | 1 | 1.92% | 1.92% | 1.92% | Q3 2023 | Q3 2023 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
tru Independence LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Stratos Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Campbell Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Renaissance Technologies | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 3.24% | 3.24% | 3.24% | Q1 2022 | Q1 2022 | 1 |
FineMark National Bank & Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Brinker Capital Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
PURSUE WEALTH PARTNERS LLC | 1 | 1 | 2.80% | 2.80% | 2.80% | Q4 2021 | Q4 2021 | 1 |
ALLIANCEBERNSTEIN L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
AXS Investments LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2022 | Q1 2022 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
AMJ Financial Wealth Management | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2023 | Q1 2023 | 1 |
Smithfield Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Biltmore Wealth Management, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2018 | Q1 2018 | 1 |
Hamilton Wealth, LLC | 1 | 1 | 1.58% | 1.58% | 1.58% | Q2 2023 | Q2 2023 | 1 |
First Command Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Foundations Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Blue Chip Partners, LLC | 1 | 1 | 1.34% | 1.34% | 1.34% | Q3 2023 | Q3 2023 | 1 |
BECK CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q1 2022 | Q1 2022 | 1 |
Leeward Financial Partners, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2023 | Q1 2023 | 1 |
HawsGoodwin Investment Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q1 2016 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Merriman Wealth Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
Diversified, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Robbins Farley | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
OXFORD FINANCIAL GROUP, LTD. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
BlackDiamond Wealth Management, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Paradigm Financial Partners, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2019 | Q3 2019 | 1 |
Cribstone Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Ken Stern & Associates, Inc. | 1 | 1 | 3.16% | 3.16% | 3.16% | Q3 2018 | Q3 2018 | 1 |
Questar Asset Management, Inc. | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2018 | Q4 2018 | 1 |
FINANCIAL COUNSELORS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Burt Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
DOWLING & YAHNKE LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
XR Securities LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q2 2020 | Q2 2020 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Neuberger Berman Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Proficio Capital Partners LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
BRIGHTON JONES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
SYNTAX RESEARCH, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Clear Perspective Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
Brick & Kyle, Associates | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Ferris Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Asio Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
American Institute for Advanced Investment Management, LLP | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2019 | Q4 2019 | 1 |
JFS WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2017 | Q1 2017 | 1 |
RE Dickinson Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
BOK Financial Private Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PRIMORIS WEALTH ADVISORS, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2022 | Q2 2022 | 1 |
VALLEY WEALTH MANAGERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FIRST FINANCIAL CORP /IN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Farmer Steven Patrick | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Pekin Hardy Strauss, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2014 | Q4 2014 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Verition Fund Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
Gruss & Co., LLC | 1 | 1 | 2.69% | 2.69% | 2.69% | Q3 2023 | Q3 2023 | 1 |
Legacy Capital Group California, Inc. | 1 | 1 | 0.74% | 0.74% | 0.74% | Q1 2023 | Q1 2023 | 1 |
MORGAN JESS S & CO INC | 1 | 1 | 2.73% | 2.73% | 2.73% | Q4 2019 | Q4 2019 | 1 |
Congress Wealth Management LLC / DE / | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Laird Norton Wetherby Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Telemetry Investments, L.L.C. | 1 | 1 | 0.52% | 0.52% | 0.52% | Q1 2022 | Q1 2022 | 1 |
CAPRIN ASSET MANAGEMENT LLC /ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
SRS Capital Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
RDA Financial Network | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
MMBG INVESTMENT ADVISORS CO. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Fortis Capital Management LLC | 1 | 1 | 1.38% | 1.38% | 1.38% | Q3 2020 | Q3 2020 | 1 |
High Net Worth Advisory Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Gould Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Watson Rebecca | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
Regal Wealth Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Granite Bay Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
RITHOLTZ WEALTH MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Robertson Stephens Wealth Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2022 | Q2 2022 | 1 |
Investors Capital Advisory Services | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q4 2015 | 1 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Sage Mountain Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
PRW Wealth Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2020 | Q1 2020 | 1 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
WorthPointe, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2023 | Q1 2023 | 1 |
SHEETS SMITH WEALTH MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Maltin Wealth Management, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MANAGED ACCOUNT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Rossmore Private Capital | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
MWA Asset Management | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
Bay Rivers Group | 1 | 1 | 1.44% | 1.44% | 1.44% | Q4 2019 | Q4 2019 | 1 |
WEXFORD CAPITAL LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2017 | Q3 2017 | 1 |
TCWP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Howard Capital Management Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2023 | Q1 2023 | 1 |
ROTHSCHILD INVESTMENT LLC /IL | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2019 | Q3 2019 | 1 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Sumitomo Mitsui Trust Holdings, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
West Branch Capital LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
CONNORS INVESTOR SERVICES INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Quantitative Advantage, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
SMI Advisory Services, LLC | 1 | 1 | 1.38% | 1.38% | 1.38% | Q1 2023 | Q1 2023 | 1 |
CPR Investments Inc. | 1 | 1 | 1.87% | 1.87% | 1.87% | Q4 2022 | Q4 2022 | 1 |
TFC Financial Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Cascade Investment Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Key FInancial Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HMS Capital Management, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2022 | Q2 2022 | 1 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2019 | Q4 2019 | 1 |
ATLAS CAPITAL ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
WHITTIER TRUST CO OF NEVADA INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Berman Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Balentine LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Bedel Financial Consulting, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
ONE PLUS ONE WEALTH MANAGEMENT, LLC | 1 | 1 | 4.41% | 4.41% | 4.41% | Q2 2023 | Q2 2023 | 1 |
Bryn Mawr Capital Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Hutchens & Kramer Investment Management Group, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2022 | Q2 2022 | 1 |
SURIENCE PRIVATE WEALTH LLC | 1 | 1 | 16.38% | 16.38% | 16.38% | Q1 2023 | Q1 2023 | 1 |
Trek Financial, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
Kerntke Otto McGlone Wealth Management Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Intrua Financial, LLC | 1 | 1 | 1.27% | 1.27% | 1.27% | Q4 2022 | Q4 2022 | 1 |
Procyon Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2016 | Q4 2016 | 1 |
FORT PITT CAPITAL GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
FLYNN ZITO CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2022 | Q2 2022 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2019 | Q1 2019 | 1 |
RATIONAL ADVISORS LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2009 | Q2 2009 | 1 |
One01 Capital, LP | 1 | 1 | 6.26% | 6.26% | 6.26% | Q3 2022 | Q3 2022 | 1 |
DUBUQUE BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Sound Income Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2017 | Q2 2017 | 1 |
Crewe Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Avidian Wealth Solutions, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Ferguson Shapiro LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q2 2020 | Q2 2020 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q1 2019 | Q1 2019 | 1 |
Prentice Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
VALLEY FINANCIAL MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
BENEDICT FINANCIAL ADVISORS INC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q2 2023 | 1 |
Verdence Capital Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
NOMURA ASSET MANAGEMENT CO LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
DRW Securities, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
CORRADO ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Infini Capital Management Ltd | 1 | 1 | 1.79% | 1.79% | 1.79% | Q1 2022 | Q1 2022 | 1 |
Gunderson Capital Management Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2023 | Q2 2023 | 1 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
RiverFront Investment Group, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2010 | Q1 2010 | 1 |
Harfst & Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Cascadia Advisory Services, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Sheaff Brock Investment Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
PFS INVESTMENTS INC. | 1 | 1 | 1.28% | 1.28% | 1.28% | Q4 2017 | Q4 2017 | 1 |
LWMG, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2022 | Q4 2022 | 1 |
Alpha Cubed Investments, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Relyea Zuckerberg Hanson LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2021 | Q3 2021 | 1 |
Pacific Center for Financial Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Infini Master Fund | 1 | 1 | 1.79% | 1.79% | 1.79% | Q1 2022 | Q1 2022 | 1 |
First Command Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Hudson Bay Capital Management LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
MRA Associates USA LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2019 | Q3 2019 | 1 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Parker Investment Management, LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q3 2017 | Q3 2017 | 1 |
Welch Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Alpha Square Group S LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Legacy Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Axiom Investment Management LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q4 2018 | 1 |
Vista Private Wealth Partners. LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Richwood Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Fulcrum Capital LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
CWA Asset Management Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2018 | Q1 2018 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2015 | Q3 2015 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
FNY Managed Accounts LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2017 | Q1 2017 | 1 |
PVG Asset Management | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2014 | Q4 2014 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
FNY Partners Fund LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
Lake Hills Wealth Management, LLC | 1 | 1 | 2.14% | 2.14% | 2.14% | Q4 2022 | Q4 2022 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Fiduciary Planning LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
FORTEM FINANCIAL GROUP, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Private Advisory Group LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q2 2020 | Q2 2020 | 1 |
SG3 Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Carnick & Kubik, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Pettinga Financial Advisors LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2019 | Q1 2019 | 1 |
Capital CS Group, LLC | 1 | 1 | 1.31% | 1.31% | 1.31% | Q1 2023 | Q1 2023 | 1 |
Kinloch Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
WJ Wealth Management, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2020 | Q2 2020 | 1 |
LEE DANNER & BASS INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Graypoint LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Team Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Live Your Vision, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Capasso Planning Partners LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Crestmont Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Jackson, Grant Investment Advisers, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
Carmel Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Crow Point Partners, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2017 | Q3 2017 | 1 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.77% | 0.77% | 0.77% | Q2 2023 | Q2 2023 | 1 |
55I, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
VILLERE ST DENIS J & CO LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
PVG ASSET MANAGEMENT CORP | 1 | 1 | 0.63% | 0.63% | 0.63% | Q3 2018 | Q3 2018 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
SouthState Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Paloma Partners Management Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
GAMCO INVESTORS, INC. ET AL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Strategic Investment Advisors / MI | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2018 | Q4 2018 | 1 |
Eagle Capital Management, LLC | 1 | 1 | 2.73% | 2.73% | 2.73% | Q4 2016 | Q4 2016 | 1 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Banco Santander, S.A. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2016 | Q4 2016 | 1 |
Pointe Capital Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
FRANKLIN RESOURCES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.