Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
COMMERCE BANK | 43 | 43 | 0.01% | 0.01% | 0.01% | Q1 2013 | Q3 2023 | 43 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Evercore Wealth Management, LLC | 42 | 42 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
GOULD ASSET MANAGEMENT LLC /CA/ | 42 | 42 | 0.12% | 0.30% | 0.51% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
REGIONS FINANCIAL CORP | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.02% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.03% | 0.12% | 0.22% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
TRUST CO OF VERMONT | 42 | 42 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Portland Global Advisors LLC | 42 | 42 | 0.12% | 0.16% | 0.21% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Accredited Investors Inc. | 42 | 42 | 0.12% | 0.28% | 0.45% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Cetera Advisors LLC | 42 | 42 | 0.02% | 0.04% | 0.19% | Q2 2013 | Q3 2023 | 42 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
Cetera Advisor Networks LLC | 39 | 2 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 41 |
Focused Wealth Management, Inc | 41 | 41 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q3 2023 | 41 |
J.P. Morgan Private Wealth Advisors LLC | 25 | 16 | 0.02% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 41 |
Creative Planning | 33 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
Baker Avenue Asset Management, LP | 38 | 2 | 0.04% | 0.11% | 0.35% | Q3 2013 | Q3 2023 | 40 |
Destination Wealth Management | 40 | 40 | 0.02% | 0.09% | 0.16% | Q4 2013 | Q3 2023 | 40 |
Cranbrook Wealth Management, LLC | 40 | 40 | 0.02% | 0.04% | 0.06% | Q4 2013 | Q3 2023 | 40 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 39 |
Cambridge Investment Research Advisors, Inc. | 31 | 7 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q3 2023 | 38 |
MUFG Americas Holdings Corp | 38 | 38 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2022 | 38 |
HighTower Advisors, LLC | 38 | 38 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 38 |
Crestwood Advisors Group, LLC | 17 | 2 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 37 |
Janney Montgomery Scott LLC | 35 | 2 | 0.01% | 0.02% | 0.07% | Q4 2013 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
First Personal Financial Services | 36 | 36 | 0.09% | 0.12% | 0.23% | Q4 2014 | Q3 2023 | 36 |
CAPE COD FIVE CENTS SAVINGS BANK | 36 | 36 | 0.03% | 0.05% | 0.09% | Q1 2014 | Q4 2022 | 36 |
Barrett Asset Management, LLC | 36 | 36 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2022 | 36 |
AllSquare Wealth Management LLC | 25 | 10 | 0.09% | 0.11% | 0.16% | Q4 2014 | Q3 2023 | 35 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 35 | 35 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2023 | 35 |
NORTHERN TRUST CORP | 33 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 35 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 34 |
JNBA Financial Advisors | 20 | 7 | 0.03% | 0.12% | 0.18% | Q4 2014 | Q3 2023 | 34 |
BINGHAM OSBORN & SCARBOROUGH LLC | 34 | 34 | 0.03% | 0.03% | 0.05% | Q2 2013 | Q3 2021 | 34 |
North Star Investment Management Corp. | 17 | 17 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2023 | 34 |
TRUIST FINANCIAL CORP | 31 | 2 | 0.01% | 0.02% | 0.04% | Q1 2015 | Q3 2023 | 33 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 28 | 5 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q4 2021 | 33 |
Trust Co | 33 | 33 | 0.01% | 0.06% | 0.31% | Q3 2015 | Q3 2023 | 33 |
TOMPKINS FINANCIAL CORP | 22 | 1 | 0.04% | 0.84% | 1.35% | Q4 2013 | Q4 2023 | 33 |
Ledyard National Bank | 23 | 10 | 0.00% | 0.06% | 0.22% | Q2 2013 | Q3 2023 | 33 |
SONATA CAPITAL GROUP INC | 33 | 33 | 0.15% | 0.20% | 0.26% | Q4 2014 | Q4 2022 | 33 |
Private Advisor Group, LLC | 31 | 1 | 0.00% | 0.03% | 0.12% | Q3 2014 | Q3 2023 | 32 |
PARSONS CAPITAL MANAGEMENT INC/RI | 31 | 1 | 0.02% | 0.04% | 0.05% | Q1 2015 | Q3 2023 | 32 |
PEOPLES BANK /OH | 32 | 32 | 0.30% | 0.39% | 0.49% | Q4 2015 | Q3 2023 | 32 |
JPMORGAN CHASE & CO | 32 | 32 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q3 2023 | 32 |
ADIRONDACK TRUST CO | 31 | 31 | 0.01% | 0.04% | 0.09% | Q1 2016 | Q3 2023 | 31 |
Raymond James Financial Services Advisors, Inc. | 31 | 31 | 0.01% | 0.04% | 0.11% | Q1 2016 | Q3 2023 | 31 |
Hudock, Inc. | 31 | 31 | 0.00% | 0.04% | 0.10% | Q1 2016 | Q3 2023 | 31 |
RAYMOND JAMES & ASSOCIATES | 30 | 1 | 0.00% | 0.01% | 0.05% | Q2 2015 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 31 |
MISSION WEALTH MANAGEMENT, LP | 30 | 1 | 0.04% | 0.89% | 1.68% | Q2 2015 | Q3 2023 | 31 |
Litman Gregory Wealth Management LLC | 29 | 2 | 0.10% | 0.23% | 0.48% | Q4 2015 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 31 |
Bartlett & Co. LLC | 16 | 14 | 0.00% | 0.02% | 0.10% | Q2 2016 | Q4 2023 | 30 |
THRIVENT FINANCIAL FOR LUTHERANS | 17 | 13 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 30 |
COLDSTREAM CAPITAL MANAGEMENT INC | 26 | 4 | 0.02% | 0.04% | 0.08% | Q1 2016 | Q3 2023 | 30 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.00% | 0.02% | 0.06% | Q4 2013 | Q4 2020 | 29 |
NorthRock Partners, LLC | 29 | 29 | 0.05% | 0.10% | 0.20% | Q3 2016 | Q3 2023 | 29 |
BAILARD, INC. | 29 | 29 | 0.05% | 0.08% | 0.11% | Q3 2016 | Q3 2023 | 29 |
HUNTINGTON NATIONAL BANK | 18 | 3 | 0.00% | 0.00% | 0.01% | Q1 2009 | Q3 2023 | 29 |
Financial Architects, Inc | 15 | 1 | 0.01% | 0.04% | 0.10% | Q2 2015 | Q2 2023 | 28 |
FLAGSHIP HARBOR ADVISORS, LLC | 28 | 28 | 0.02% | 0.15% | 0.36% | Q4 2016 | Q3 2023 | 28 |
GOLDMAN SACHS GROUP INC | 16 | 3 | 0.00% | 0.00% | 0.00% | Q1 2012 | Q2 2023 | 28 |
Cornerstone Wealth Management, LLC | 24 | 1 | 0.05% | 0.15% | 0.22% | Q1 2016 | Q3 2023 | 28 |
Alexandria Capital, LLC | 18 | 4 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2021 | 28 |
COLONY GROUP LLC | 27 | 1 | 0.01% | 0.03% | 0.04% | Q3 2014 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.03% | 0.07% | Q4 2016 | Q3 2023 | 28 |
Shepherd Financial Partners LLC | 28 | 28 | 0.22% | 0.40% | 0.57% | Q4 2016 | Q3 2023 | 28 |
Avantax Planning Partners, Inc. | 28 | 28 | 0.04% | 0.05% | 0.07% | Q4 2016 | Q3 2023 | 28 |
Colorado Capital Management, Inc. | 28 | 28 | 0.15% | 1.71% | 2.36% | Q4 2016 | Q3 2023 | 28 |
Glenview Trust Co | 28 | 28 | 0.03% | 0.04% | 0.05% | Q4 2016 | Q3 2023 | 28 |
Manchester Capital Management LLC | 28 | 28 | 0.00% | 0.13% | 0.28% | Q4 2015 | Q3 2022 | 28 |
Cribstone Capital Management, LLC | 27 | 27 | 0.05% | 0.09% | 0.18% | Q2 2016 | Q4 2022 | 27 |
M&T BANK CORP | 15 | 12 | 0.00% | 0.08% | 0.19% | Q4 2016 | Q3 2023 | 27 |
Fusion Family Wealth LLC | 21 | 6 | 0.03% | 0.04% | 0.08% | Q4 2016 | Q3 2023 | 27 |
Pacific Center for Financial Services | 24 | 3 | 0.06% | 0.13% | 0.18% | Q4 2016 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2019 | 27 |
Asset Dedication, LLC | 22 | 5 | 0.01% | 0.07% | 0.21% | Q4 2016 | Q3 2023 | 27 |
Highland Private Wealth Management | 18 | 9 | 0.38% | 1.24% | 2.52% | Q4 2015 | Q3 2022 | 27 |
SNS Financial Group, LLC | 27 | 27 | 0.04% | 0.06% | 0.09% | Q1 2017 | Q3 2023 | 27 |
SUNTRUST BANKS INC | 26 | 26 | 0.02% | 0.05% | 0.07% | Q2 2013 | Q3 2019 | 26 |
KEYBANK NATIONAL ASSOCIATION/OH | 26 | 26 | 0.00% | 0.02% | 0.03% | Q2 2017 | Q3 2023 | 26 |
BlackRock Inc. | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 24 | 1 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 25 |
RITHOLTZ WEALTH MANAGEMENT | 25 | 25 | 0.04% | 0.08% | 0.12% | Q3 2017 | Q3 2023 | 25 |
One Capital Management, LLC | 24 | 1 | 0.01% | 0.05% | 0.11% | Q3 2014 | Q3 2023 | 25 |
JANE STREET GROUP, LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 25 |
Stratos Wealth Partners, LTD. | 25 | 25 | 0.01% | 0.06% | 0.22% | Q3 2017 | Q3 2023 | 25 |
CAPTRUST FINANCIAL ADVISORS | 25 | 25 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 25 |
MONETA GROUP INVESTMENT ADVISORS LLC | 24 | 1 | 0.01% | 0.03% | 0.04% | Q3 2015 | Q3 2023 | 25 |
PITTENGER & ANDERSON INC | 20 | 5 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 25 |
New Capital Management LP | 18 | 7 | 0.09% | 0.22% | 0.46% | Q4 2016 | Q1 2023 | 25 |
Betterment LLC | 25 | 25 | 0.00% | 0.07% | 0.14% | Q3 2017 | Q3 2023 | 25 |
Steward Partners Investment Advisory, LLC | 18 | 6 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 24 |
REGENTATLANTIC CAPITAL LLC | 23 | 1 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q3 2022 | 24 |
Snowden Capital Advisors LLC | 16 | 8 | 0.07% | 0.25% | 0.41% | Q3 2017 | Q3 2023 | 24 |
FundX Investment Group, LLC | 23 | 1 | 0.25% | 0.49% | 1.17% | Q4 2014 | Q4 2021 | 24 |
CWM, LLC | 16 | 8 | 0.00% | 0.02% | 0.06% | Q3 2017 | Q3 2023 | 24 |
Steinberg Global Asset Management | 24 | 24 | 0.05% | 0.07% | 0.12% | Q2 2013 | Q1 2019 | 24 |
Acropolis Investment Management, LLC | 24 | 24 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 24 |
Smithfield Trust Co | 24 | 24 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2019 | 24 |
Edmonds Duncan Registered Investment Advisors, LLC | 24 | 24 | 0.10% | 0.14% | 0.19% | Q4 2017 | Q3 2023 | 24 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.08% | 0.26% | Q1 2017 | Q3 2023 | 23 |
Well Done, LLC | 23 | 23 | 0.08% | 0.10% | 0.12% | Q1 2018 | Q3 2023 | 23 |
DEUTSCHE BANK AG\ | 23 | 23 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
ProVise Management Group, LLC | 14 | 4 | 0.02% | 0.04% | 0.05% | Q3 2017 | Q3 2023 | 23 |
MILLER HOWARD INVESTMENTS INC /NY | 20 | 1 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2022 | 22 |
Modera Wealth Management, LLC | 17 | 1 | 0.01% | 0.06% | 0.22% | Q2 2013 | Q3 2023 | 22 |
OXFORD FINANCIAL GROUP, LTD. LLC | 19 | 3 | 0.02% | 0.11% | 0.23% | Q1 2018 | Q3 2023 | 22 |
McNamara Financial Services, Inc. | 16 | 6 | 0.08% | 0.10% | 0.13% | Q1 2017 | Q3 2023 | 22 |
TRILLIUM ASSET MANAGEMENT, LLC | 12 | 1 | 0.01% | 0.04% | 0.51% | Q2 2013 | Q3 2023 | 22 |
PATHSTONE FAMILY OFFICE, LLC | 19 | 1 | 0.01% | 0.05% | 0.11% | Q2 2017 | Q3 2023 | 22 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 22 | 22 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 22 |
FOSTER DYKEMA CABOT & CO INC/MA | 19 | 3 | 0.00% | 0.06% | 0.10% | Q1 2015 | Q3 2023 | 22 |
Citadel Advisors | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2023 | 21 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 21 | 21 | 0.05% | 0.11% | 0.17% | Q3 2018 | Q3 2023 | 21 |
BARCLAYS PLC | 19 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2021 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
VERITY Wealth Advisors | 21 | 21 | 1.34% | 1.71% | 2.04% | Q4 2018 | Q4 2023 | 21 |
Bigelow Investment Advisors, LLC | 21 | 21 | 0.19% | 0.57% | 0.91% | Q3 2018 | Q3 2023 | 21 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 21 | 21 | 0.14% | 0.24% | 0.43% | Q1 2018 | Q1 2023 | 21 |
Fernwood Investment Management, LLC | 20 | 20 | 0.15% | 0.25% | 0.35% | Q4 2018 | Q3 2023 | 20 |
Advisory Services Network, LLC | 16 | 1 | 0.01% | 0.03% | 0.06% | Q4 2013 | Q3 2023 | 20 |
First Command Bank | 20 | 20 | 0.01% | 0.05% | 0.08% | Q3 2018 | Q2 2023 | 20 |
First Allied Advisory Services, Inc. | 14 | 1 | 0.00% | 0.02% | 0.03% | Q1 2014 | Q3 2020 | 20 |
AdvisorNet Financial, Inc | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
BRIGHTON JONES LLC | 18 | 2 | 0.03% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 20 |
Baird Financial Group, Inc. | 16 | 4 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2022 | 20 |
First Command Financial Services, Inc. | 20 | 20 | 0.00% | 0.05% | 0.08% | Q3 2018 | Q2 2023 | 20 |
AFFINITY WEALTH MANAGEMENT LLC | 13 | 1 | 0.06% | 0.09% | 0.15% | Q4 2016 | Q3 2023 | 20 |
LFA - Lugano Financial Advisors SA | 16 | 4 | 0.28% | 1.65% | 4.19% | Q3 2018 | Q3 2023 | 20 |
Winthrop Advisory Group LLC | 20 | 20 | 0.12% | 0.25% | 0.33% | Q4 2018 | Q3 2023 | 20 |
GRIMES & COMPANY, INC. | 20 | 20 | 0.02% | 0.09% | 0.18% | Q4 2018 | Q3 2023 | 20 |
Weaver Consulting Group | 19 | 19 | 0.06% | 0.15% | 0.19% | Q1 2019 | Q3 2023 | 19 |
Western Wealth Management, LLC | 11 | 8 | 0.04% | 0.06% | 0.08% | Q4 2018 | Q3 2023 | 19 |
HM PAYSON & CO | 18 | 1 | 0.02% | 0.11% | 0.22% | Q4 2018 | Q3 2023 | 19 |
CIBC Asset Management Inc | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
TIAA, FSB | 11 | 8 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q2 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Freestone Capital Holdings, LLC | 19 | 19 | 0.01% | 0.05% | 0.07% | Q1 2019 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.22% | 0.32% | 0.71% | Q4 2017 | Q2 2022 | 19 |
Greenwich Wealth Management LLC | 19 | 19 | 0.03% | 0.06% | 0.18% | Q3 2016 | Q1 2021 | 19 |
Ellevest, Inc. | 19 | 19 | 0.05% | 1.57% | 1.88% | Q1 2019 | Q3 2023 | 19 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 19 | 19 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 19 |
AJ WEALTH STRATEGIES, LLC | 19 | 19 | 0.08% | 0.12% | 0.18% | Q4 2018 | Q2 2023 | 19 |
Global Retirement Partners, LLC | 12 | 7 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 19 |
Mariner, LLC | 19 | 19 | 0.00% | 0.05% | 0.07% | Q1 2019 | Q3 2023 | 19 |
AVANTAX ADVISORY SERVICES, INC. | 19 | 19 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2017 | 18 |
Oakworth Capital, Inc. | 18 | 18 | 0.02% | 0.03% | 0.04% | Q2 2016 | Q3 2020 | 18 |
BALDWIN BROTHERS LLC/MA | 18 | 18 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2023 | 18 |
Garde Capital, Inc. | 18 | 18 | 0.10% | 0.78% | 1.47% | Q2 2019 | Q3 2023 | 18 |
Family Management Corp | 18 | 18 | 0.03% | 0.08% | 0.12% | Q2 2019 | Q3 2023 | 18 |
Tower Research Capital LLC (TRC) | 5 | 1 | 0.00% | 0.01% | 0.05% | Q1 2014 | Q3 2023 | 18 |
Chevy Chase Trust Holdings, LLC | 18 | 18 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q4 2021 | 18 |
Miracle Mile Advisors, LLC | 18 | 18 | 0.02% | 0.06% | 0.10% | Q2 2019 | Q3 2023 | 18 |
WHITTIER TRUST CO | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Prestige Wealth Management Group LLC | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
JOHNSON INVESTMENT COUNSEL INC | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Ameritas Investment Partners, Inc. | 18 | 18 | 0.02% | 0.05% | 0.07% | Q2 2019 | Q3 2023 | 18 |
EATON VANCE MANAGEMENT | 10 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 17 |
Aptus Capital Advisors, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
WESBANCO BANK INC | 11 | 6 | 0.02% | 0.03% | 0.05% | Q2 2019 | Q3 2023 | 17 |
Sequoia Financial Advisors, LLC | 14 | 3 | 0.01% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 17 |
Parkside Advisors LLC | 17 | 17 | 0.10% | 0.25% | 0.59% | Q4 2019 | Q4 2023 | 17 |
Mechanics Bank Trust Department | 17 | 17 | 0.06% | 0.06% | 0.07% | Q3 2019 | Q3 2023 | 17 |
Bell Bank | 17 | 17 | 0.08% | 0.08% | 0.11% | Q3 2019 | Q3 2023 | 17 |
Pacifica Partners Inc. | 17 | 17 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2023 | 17 |
Brinker Capital Investments, LLC | 11 | 2 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q1 2022 | 17 |
PRENTISS SMITH & CO INC | 17 | 17 | 0.14% | 0.35% | 0.55% | Q3 2019 | Q3 2023 | 17 |
FMR LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
Aspire Private Capital, LLC | 16 | 16 | 0.02% | 0.03% | 0.03% | Q4 2018 | Q3 2022 | 16 |
FAS Wealth Partners, Inc. | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
TIAA CREF TRUST CO FSB/MO | 16 | 16 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q1 2017 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 16 |
COMERICA BANK | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 16 |
3EDGE Asset Management, LP | 16 | 16 | 0.04% | 0.25% | 0.76% | Q4 2019 | Q3 2023 | 16 |
Harfst & Associates, Inc. | 11 | 2 | 0.05% | 0.06% | 0.08% | Q2 2015 | Q3 2023 | 16 |
BLUESTEM FINANCIAL ADVISORS, LLC | 16 | 16 | 0.64% | 0.80% | 0.97% | Q4 2019 | Q3 2023 | 16 |
IAG Wealth Partners, LLC | 16 | 16 | 0.05% | 0.07% | 0.09% | Q4 2019 | Q3 2023 | 16 |
FINANCIAL COUNSELORS INC | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
SYNOVUS FINANCIAL CORP | 10 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 16 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Consolidated Planning Corp | 16 | 16 | 0.81% | 1.57% | 2.60% | Q4 2019 | Q3 2023 | 16 |
Patten Group, Inc. | 15 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2018 | 16 |
Chicago Partners Investment Group LLC | 16 | 16 | 0.07% | 0.09% | 0.13% | Q4 2019 | Q3 2023 | 16 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Van Hulzen Asset Management, LLC | 11 | 4 | 0.02% | 0.04% | 0.05% | Q4 2019 | Q3 2023 | 15 |
C-J Advisory, Inc. | 15 | 15 | 0.14% | 1.84% | 3.25% | Q1 2018 | Q3 2021 | 15 |
Clearstead Advisors, LLC | 15 | 15 | 0.00% | 0.03% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 15 |
Front Row Advisors LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
BDO Wealth Advisors, LLC | 10 | 5 | 0.00% | 0.03% | 0.05% | Q3 2017 | Q2 2023 | 15 |
Callahan Advisors, LLC | 9 | 1 | 0.03% | 0.04% | 0.05% | Q2 2016 | Q4 2021 | 15 |
NEXT Financial Group, Inc | 6 | 4 | 0.00% | 0.03% | 0.11% | Q3 2014 | Q4 2021 | 15 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 15 | 15 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
BROWN ADVISORY INC | 14 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2022 | 15 |
HoyleCohen, LLC | 14 | 1 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q3 2023 | 15 |
HCR Wealth Advisors | 11 | 4 | 0.04% | 0.04% | 0.05% | Q4 2019 | Q3 2023 | 15 |
Plante Moran Financial Advisors, LLC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 15 |
HOWE & RUSLING INC | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
CWS Financial Advisors, LLC | 8 | 7 | 0.18% | 0.20% | 0.26% | Q4 2019 | Q3 2023 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Equitable Holdings, Inc. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Graypoint LLC | 15 | 15 | 0.04% | 0.05% | 0.07% | Q1 2020 | Q3 2023 | 15 |
Prism Advisors, Inc. | 14 | 14 | 0.08% | 0.18% | 0.26% | Q2 2020 | Q3 2023 | 14 |
Sound View Wealth Advisors Group, LLC | 14 | 14 | 0.06% | 0.08% | 0.11% | Q2 2020 | Q3 2023 | 14 |
BigSur Wealth Management LLC | 14 | 14 | 1.21% | 1.37% | 1.53% | Q2 2020 | Q3 2023 | 14 |
AFFINIA FINANCIAL GROUP, LLC | 14 | 14 | 0.25% | 0.71% | 1.17% | Q1 2020 | Q2 2023 | 14 |
SPINNAKER TRUST | 14 | 14 | 5.47% | 6.37% | 7.23% | Q2 2020 | Q3 2023 | 14 |
B. Riley Wealth Advisors, Inc. | 12 | 1 | 0.00% | 0.13% | 0.24% | Q2 2014 | Q1 2023 | 14 |
Brookstone Capital Management | 14 | 14 | 0.07% | 0.12% | 0.18% | Q2 2020 | Q3 2023 | 14 |
Dynamic Advisor Solutions LLC | 13 | 1 | 0.01% | 0.08% | 0.16% | Q4 2019 | Q3 2023 | 14 |
Relyea Zuckerberg Hanson LLC | 14 | 14 | 0.40% | 0.62% | 0.92% | Q2 2020 | Q3 2023 | 14 |
Brio Consultants, LLC | 14 | 14 | 0.04% | 0.07% | 0.09% | Q2 2020 | Q3 2023 | 14 |
GLENMEDE TRUST CO NA | 9 | 5 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 14 |
Harborview Advisors, LLC | 14 | 14 | 0.20% | 0.26% | 0.34% | Q2 2018 | Q3 2021 | 14 |
Permanens Capital L.P. | 13 | 1 | 0.00% | 1.71% | 2.76% | Q1 2020 | Q3 2023 | 14 |
Mutual Advisors, LLC | 14 | 14 | 0.03% | 0.09% | 0.40% | Q2 2020 | Q3 2023 | 14 |
Wealthspire Advisors, L.P. | 14 | 14 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q1 2019 | 14 |
ENTERPRISE FINANCIAL SERVICES CORP | 14 | 14 | 0.15% | 0.20% | 0.36% | Q1 2019 | Q2 2022 | 14 |
Walkner Condon Financial Advisors LLC | 7 | 7 | 0.13% | 0.20% | 0.36% | Q4 2019 | Q3 2023 | 14 |
Covington Capital Management | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2022 | 14 |
MASSMUTUAL TRUST CO FSB/ADV | 14 | 14 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2021 | 14 |
FRANKLIN RESOURCES INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
WealthBridge Capital Management, LLC | 12 | 2 | 0.03% | 0.20% | 0.30% | Q4 2018 | Q3 2023 | 14 |
Merit Financial Group, LLC | 14 | 14 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 14 |
Riverview Trust Co | 14 | 14 | 0.11% | 0.18% | 0.26% | Q4 2018 | Q1 2022 | 14 |
Smart Portfolios, LLC | 10 | 4 | 0.33% | 0.90% | 1.54% | Q1 2020 | Q3 2023 | 14 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 13 |
TIEDEMANN ADVISORS, LLC | 13 | 13 | 0.01% | 0.03% | 0.05% | Q2 2018 | Q2 2021 | 13 |
Rockefeller Capital Management L.P. | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2023 | 13 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 11 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
DUNCKER STREETT & CO INC | 13 | 13 | 0.03% | 0.03% | 0.03% | Q1 2014 | Q1 2017 | 13 |
NORTH AMERICAN MANAGEMENT CORP | 9 | 1 | 0.04% | 0.11% | 0.22% | Q2 2017 | Q1 2021 | 13 |
Johnson Financial Group, Inc. | 13 | 13 | 0.06% | 0.12% | 0.18% | Q2 2013 | Q2 2016 | 13 |
Sigma Planning Corp | 13 | 13 | 0.02% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Homrich & Berg | 13 | 13 | 0.01% | 0.04% | 0.06% | Q3 2018 | Q3 2021 | 13 |
Belpointe Asset Management LLC | 13 | 13 | 0.02% | 0.04% | 0.06% | Q1 2020 | Q1 2023 | 13 |
ZEVIN ASSET MANAGEMENT LLC | 13 | 13 | 0.07% | 0.13% | 0.18% | Q3 2020 | Q3 2023 | 13 |
WJ Wealth Management, LLC | 13 | 13 | 0.19% | 1.05% | 3.11% | Q3 2020 | Q3 2023 | 13 |
D'Orazio & Associates, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2021 | 13 |
Gemmer Asset Management LLC | 13 | 13 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q2 2021 | 13 |
Patriot Wealth Management, Inc. | 13 | 13 | 0.10% | 0.51% | 0.81% | Q4 2015 | Q4 2018 | 13 |
LVZ, Inc. | 13 | 13 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Arkos Global Advisors | 13 | 13 | 0.08% | 0.19% | 0.26% | Q3 2020 | Q3 2023 | 13 |
CREDIT SUISSE AG/ | 6 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2022 | 12 |
Wescott Financial Advisory Group, LLC | 12 | 12 | 0.11% | 0.19% | 0.32% | Q4 2020 | Q3 2023 | 12 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q3 2015 | Q2 2018 | 12 |
Ballentine Partners, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.02% | 0.04% | 0.11% | Q4 2020 | Q3 2023 | 12 |
Stewardship Advisors, LLC | 12 | 12 | 1.40% | 2.47% | 3.42% | Q4 2020 | Q3 2023 | 12 |
Retirement Group, LLC | 12 | 12 | 0.04% | 0.06% | 0.11% | Q4 2020 | Q3 2023 | 12 |
Financial Network Wealth Management LLC | 12 | 12 | 0.26% | 0.61% | 1.28% | Q4 2020 | Q3 2023 | 12 |
Members Trust Co | 10 | 2 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 12 |
Peak Financial Management, Inc. | 12 | 12 | 0.10% | 0.12% | 0.15% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.01% | 1.02% | 1.80% | Q4 2020 | Q3 2023 | 12 |
Certified Advisory Corp | 11 | 1 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q1 2021 | 12 |
LWS Wealth Advisors, Inc. | 10 | 2 | 0.09% | 0.12% | 0.16% | Q4 2019 | Q2 2023 | 12 |
Gerber Kawasaki Wealth & Investment Management | 12 | 12 | 0.00% | 0.06% | 0.15% | Q4 2020 | Q3 2023 | 12 |
Money Design Co.,Ltd. | 12 | 12 | 0.46% | 1.66% | 2.88% | Q4 2020 | Q3 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.00% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Charter Oak Capital Management, LLC | 12 | 12 | 0.64% | 0.86% | 1.06% | Q4 2020 | Q3 2023 | 12 |
Patriot Financial Group Insurance Agency, LLC | 12 | 12 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q2 2022 | 12 |
McClarren Financial Advisors, Inc. | 12 | 12 | 0.48% | 0.63% | 1.78% | Q4 2020 | Q3 2023 | 12 |
HILLTOP WEALTH ADVISORS, LLC | 12 | 12 | 0.34% | 0.93% | 1.54% | Q4 2020 | Q3 2023 | 12 |
West Financial Advisors, LLC | 12 | 12 | 0.14% | 0.16% | 0.19% | Q4 2020 | Q3 2023 | 12 |
Bond & Devick Financial Network, Inc. | 12 | 12 | 0.74% | 1.25% | 1.69% | Q4 2020 | Q3 2023 | 12 |
Kesler, Norman & Wride, LLC | 12 | 12 | 0.10% | 0.10% | 0.11% | Q4 2020 | Q3 2023 | 12 |
Opal Wealth Advisors, LLC | 12 | 12 | 0.16% | 0.38% | 0.62% | Q4 2020 | Q3 2023 | 12 |
1834 INVESTMENT ADVISORS CO | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2020 | 12 |
Braun-Bostich & Associates Inc. | 6 | 1 | 0.08% | 0.18% | 0.41% | Q1 2018 | Q4 2021 | 12 |
Resonant Capital Advisors, LLC | 12 | 12 | 0.12% | 0.17% | 0.24% | Q4 2020 | Q3 2023 | 12 |
White Lighthouse Investment Management Inc. | 12 | 12 | 0.07% | 0.08% | 0.12% | Q4 2020 | Q3 2023 | 12 |
DB Wealth Management Group, LLC | 12 | 12 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
EVOKE WEALTH, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 12 |
Fountainhead AM, LLC | 12 | 12 | 0.24% | 0.38% | 0.49% | Q4 2020 | Q3 2023 | 12 |
TriaGen Wealth Management LLC | 12 | 12 | 0.20% | 0.25% | 0.30% | Q4 2020 | Q3 2023 | 12 |
LINCOLN NATIONAL CORP | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2023 | 11 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 10 | 1 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 11 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2018 | 11 |
Laird Norton Wetherby Wealth Management, LLC | 10 | 1 | 0.11% | 0.12% | 0.19% | Q4 2020 | Q3 2023 | 11 |
HSBC HOLDINGS PLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Integrated Wealth Concepts LLC | 9 | 2 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 11 |
Dorsey & Whitney Trust CO LLC | 7 | 4 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 11 |
Addison Advisors LLC | 10 | 1 | 0.43% | 0.55% | 0.66% | Q4 2020 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 11 | 11 | 0.05% | 0.05% | 0.06% | Q1 2021 | Q3 2023 | 11 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 11 | 11 | 0.05% | 0.06% | 0.07% | Q1 2021 | Q3 2023 | 11 |
BREWIN DOLPHIN LTD | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2022 | 11 |
Bradley & Co. Private Wealth Management, LLC | 11 | 11 | 0.15% | 0.16% | 0.18% | Q1 2021 | Q3 2023 | 11 |
Dakota Wealth Management | 6 | 2 | 0.01% | 0.12% | 0.15% | Q4 2014 | Q3 2023 | 11 |
LexAurum Advisors, LLC | 7 | 4 | 0.06% | 0.08% | 0.09% | Q4 2020 | Q3 2023 | 11 |
Rollins Financial | 8 | 3 | 0.20% | 0.30% | 0.41% | Q4 2020 | Q3 2023 | 11 |
BANK HAPOALIM BM | 11 | 11 | 0.42% | 1.10% | 1.50% | Q3 2020 | Q1 2023 | 11 |
Concord Wealth Partners | 7 | 4 | 0.01% | 0.02% | 0.06% | Q4 2020 | Q3 2023 | 11 |
J.W. COLE ADVISORS, INC. | 8 | 3 | 0.04% | 0.09% | 0.11% | Q4 2020 | Q3 2023 | 11 |
SAX WEALTH ADVISORS, LLC | 11 | 11 | 0.12% | 0.15% | 0.21% | Q1 2021 | Q3 2023 | 11 |
M. Kulyk & Associates, LLC | 11 | 11 | 0.08% | 0.10% | 0.17% | Q4 2020 | Q2 2023 | 11 |
MONUMENTAL FINANCIAL GROUP INC. | 11 | 11 | 0.34% | 0.41% | 0.51% | Q1 2021 | Q3 2023 | 11 |
Good Life Advisors, LLC | 11 | 11 | 0.07% | 0.09% | 0.11% | Q1 2021 | Q3 2023 | 11 |
Wealthcare Advisory Partners LLC | 10 | 1 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q1 2021 | 11 |
Sowell Financial Services LLC | 7 | 1 | 0.03% | 0.05% | 0.08% | Q4 2018 | Q4 2022 | 11 |
PFG Advisors | 6 | 5 | 0.02% | 0.05% | 0.07% | Q3 2020 | Q3 2023 | 11 |
MJP ASSOCIATES INC /ADV | 11 | 11 | 0.06% | 0.08% | 0.09% | Q1 2021 | Q3 2023 | 11 |
Bard Financial Services, Inc. | 11 | 11 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q2 2023 | 11 |
First Horizon Advisors, Inc. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2020 | 11 |
SIGNATUREFD, LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Mirae Asset Global Investments Co., Ltd. | 10 | 1 | 0.01% | 0.06% | 0.10% | Q1 2016 | Q1 2023 | 11 |
VALLEY NATIONAL ADVISERS INC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
People's United Financial, Inc. | 10 | 10 | 0.01% | 0.07% | 0.14% | Q4 2019 | Q1 2022 | 10 |
Diversified, LLC | 7 | 3 | 0.06% | 0.12% | 0.20% | Q4 2020 | Q3 2023 | 10 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 10 | 10 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2023 | 10 |
Simmons Bank | 10 | 10 | 0.15% | 0.21% | 0.26% | Q2 2021 | Q3 2023 | 10 |
WealthShield Partners, LLC | 7 | 3 | 0.01% | 0.09% | 0.14% | Q1 2020 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.05% | 0.08% | 0.12% | Q1 2021 | Q3 2023 | 10 |
Penobscot Investment Management Company, Inc. | 10 | 10 | 0.03% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Pinnacle Summer Investments, Inc. | 8 | 2 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2015 | 10 |
SL ADVISORS, LLC | 10 | 10 | 0.60% | 0.72% | 0.86% | Q4 2020 | Q1 2023 | 10 |
Epstein & White Financial LLC | 5 | 1 | 0.10% | 0.11% | 0.13% | Q3 2018 | Q2 2021 | 10 |
Arete Wealth Advisors, LLC | 10 | 10 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q2 2023 | 10 |
55I, LLC | 10 | 10 | 0.01% | 0.05% | 0.14% | Q2 2020 | Q3 2022 | 10 |
Legacy Financial Advisors, Inc. | 6 | 2 | 0.02% | 0.05% | 0.11% | Q4 2017 | Q4 2020 | 10 |
JFS WEALTH ADVISORS, LLC | 10 | 10 | 0.02% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Acorns Advisers, LLC | 10 | 10 | 0.11% | 0.32% | 0.42% | Q2 2021 | Q3 2023 | 10 |
McKinley Carter Wealth Services, Inc. | 8 | 1 | 0.02% | 0.06% | 0.07% | Q1 2018 | Q4 2021 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 10 |
Clear Perspectives Financial Planning, LLC | 10 | 10 | 0.18% | 0.69% | 1.17% | Q4 2020 | Q1 2023 | 10 |
Rathbones Group PLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q2 2023 | 10 |
MARINO, STRAM & ASSOCIATES LLC | 6 | 4 | 0.02% | 0.10% | 0.24% | Q4 2017 | Q3 2023 | 10 |
Roof Eidam Maycock Peralta, LLC | 10 | 10 | 1.60% | 3.85% | 5.95% | Q2 2021 | Q3 2023 | 10 |
First Pacific Financial | 4 | 2 | 0.10% | 0.16% | 0.29% | Q3 2020 | Q3 2023 | 10 |
Pathway Financial Advisors LLC | 8 | 2 | 0.08% | 0.14% | 0.18% | Q4 2020 | Q3 2023 | 10 |
Formidable Asset Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2015 | 10 |
Kistler-Tiffany Companies, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2022 | 10 |
Bank of New Hampshire | 10 | 10 | 0.60% | 0.86% | 1.10% | Q2 2021 | Q3 2023 | 10 |
Capital Asset Advisory Services LLC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2022 | 10 |
Kelman-Lazarov, Inc. | 6 | 3 | 0.05% | 0.08% | 0.11% | Q2 2021 | Q3 2023 | 9 |
Abacus Planning Group, Inc. | 9 | 9 | 0.06% | 0.09% | 0.12% | Q3 2021 | Q3 2023 | 9 |
Grove Bank & Trust | 5 | 4 | 0.04% | 0.05% | 0.05% | Q1 2021 | Q3 2023 | 9 |
Personal Capital Advisors Corp | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 9 |
Radnor Capital Management, LLC | 5 | 4 | 0.07% | 0.09% | 0.11% | Q3 2020 | Q4 2022 | 9 |
Clean Yield Group | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2019 | 9 |
NewEdge Advisors, LLC | 6 | 3 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 9 |
Baldrige Asset Management LLC | 9 | 9 | 0.08% | 0.10% | 0.13% | Q1 2021 | Q1 2023 | 9 |
Laurel Wealth Planning LLC | 9 | 9 | 0.00% | 0.42% | 1.10% | Q4 2020 | Q4 2022 | 9 |
Sanford Advisory Services, LLC | 9 | 9 | 0.14% | 0.17% | 0.20% | Q4 2020 | Q4 2022 | 9 |
Harbor Group, Inc. | 9 | 9 | 0.14% | 0.16% | 0.17% | Q3 2021 | Q3 2023 | 9 |
Stearns Financial Services Group | 9 | 9 | 0.12% | 0.16% | 0.19% | Q3 2018 | Q3 2020 | 9 |
Costello Asset Management, INC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2022 | 9 |
Progressive Investment Management Corp | 9 | 9 | 0.11% | 0.12% | 0.13% | Q3 2021 | Q3 2023 | 9 |
LEO BROKERAGE, LLC | 5 | 2 | 0.03% | 0.10% | 0.15% | Q3 2020 | Q2 2023 | 9 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 9 | 9 | 0.02% | 0.09% | 0.22% | Q3 2021 | Q3 2023 | 9 |
Squar Milner Financial Services LLC | 7 | 2 | 0.17% | 0.29% | 0.47% | Q4 2017 | Q1 2020 | 9 |
Financial Enhancement Group LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q1 2020 | 9 |
MERCER GLOBAL ADVISORS INC /ADV | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Secure Asset Management, LLC | 8 | 8 | 0.11% | 0.15% | 0.24% | Q2 2020 | Q1 2022 | 8 |
Sandy Spring Bank | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Western Pacific Wealth Management, LP | 8 | 8 | 0.02% | 0.16% | 0.20% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.02% | 0.08% | 0.19% | Q3 2021 | Q3 2023 | 8 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 7 | 1 | 0.05% | 0.05% | 0.06% | Q4 2019 | Q4 2021 | 8 |
Robertson Stephens Wealth Management, LLC | 8 | 8 | 0.04% | 0.23% | 0.41% | Q4 2021 | Q3 2023 | 8 |
Hoxton Financial, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q1 2016 | 8 |
BBVA USA Bancshares, Inc. | 8 | 8 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q1 2015 | 8 |
Rikoon Group, LLC | 4 | 1 | 0.06% | 0.08% | 0.10% | Q2 2018 | Q1 2021 | 8 |
OPPENHEIMER & CO INC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2023 | 8 |
Integrity Financial Corp /WA | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
UNIONVIEW, LLC | 8 | 8 | 0.54% | 0.65% | 0.80% | Q4 2021 | Q3 2023 | 8 |
Round Rock Advisors, LLC | 8 | 8 | 0.30% | 0.32% | 0.36% | Q4 2021 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
MAI Capital Management | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
GRAND WEALTH MANAGEMENT, LLC | 8 | 8 | 0.22% | 0.26% | 0.30% | Q4 2021 | Q3 2023 | 8 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 8 | 8 | 0.04% | 0.10% | 0.14% | Q4 2020 | Q3 2022 | 8 |
MONEY CONCEPTS CAPITAL CORP | 6 | 2 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q1 2023 | 8 |
Core Alternative Capital | 8 | 8 | 0.09% | 0.27% | 0.52% | Q1 2020 | Q4 2021 | 8 |
GUERRA PAN ADVISORS, LLC | 8 | 8 | 0.28% | 0.29% | 0.30% | Q4 2021 | Q3 2023 | 8 |
GREENUP STREET WEALTH MANAGEMENT LLC | 8 | 8 | 0.17% | 0.23% | 0.29% | Q4 2021 | Q3 2023 | 8 |
Pine Haven Investment Counsel, Inc | 8 | 8 | 0.35% | 0.41% | 0.44% | Q4 2021 | Q3 2023 | 8 |
WARNER FINANCIAL, INC | 8 | 8 | 0.38% | 0.44% | 0.53% | Q4 2021 | Q3 2023 | 8 |
Ulland Investment Advisors, LLC | 8 | 8 | 0.72% | 0.84% | 0.92% | Q4 2021 | Q3 2023 | 8 |
Long Run Wealth Advisors, LLC | 8 | 8 | 1.26% | 1.33% | 1.46% | Q4 2021 | Q3 2023 | 8 |
PINNACLE ASSOCIATES LTD | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Corrigan Financial, Inc. | 7 | 1 | 0.06% | 0.09% | 0.15% | Q4 2019 | Q1 2022 | 8 |
Grace Capital | 8 | 8 | 0.12% | 0.21% | 0.32% | Q4 2018 | Q3 2020 | 8 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 8 |
FLAGSTAR ADVISORS INC | 5 | 3 | 0.09% | 0.10% | 0.12% | Q3 2021 | Q3 2023 | 8 |
TCWP LLC | 8 | 8 | 0.08% | 0.20% | 0.66% | Q4 2021 | Q3 2023 | 8 |
CAPITAL ONE FINANCIAL CORP | 8 | 8 | 0.04% | 0.05% | 0.06% | Q1 2020 | Q4 2021 | 8 |
Fingerlakes Wealth Management, Inc. | 8 | 8 | 1.39% | 1.46% | 1.52% | Q4 2021 | Q3 2023 | 8 |
RETIREMENT INCOME SOLUTIONS, INC | 8 | 8 | 0.07% | 0.14% | 0.20% | Q4 2021 | Q3 2023 | 8 |
Corundum Group, Inc. | 8 | 8 | 0.26% | 1.99% | 3.23% | Q4 2021 | Q3 2023 | 8 |
Stanford Investment Group, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2016 | 8 |
M Financial Asset Management, Inc. | 8 | 8 | 0.11% | 0.14% | 0.20% | Q2 2021 | Q1 2023 | 8 |
Newbridge Financial Services Group, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
MMBG INVESTMENT ADVISORS CO. | 8 | 8 | 0.04% | 0.08% | 0.24% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.92% | 1.29% | 1.46% | Q4 2021 | Q3 2023 | 8 |
Goodwin Investment Advisory | 5 | 3 | 0.00% | 0.01% | 0.03% | Q3 2021 | Q3 2023 | 8 |
Marks Group Wealth Management, Inc | 8 | 8 | 0.05% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Watermark Asset Management, Inc. | 8 | 8 | 0.04% | 0.05% | 0.06% | Q1 2017 | Q4 2018 | 8 |
CreativeOne Wealth, LLC | 7 | 1 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q2 2023 | 8 |
Sand Hill Global Advisors, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Moors & Cabot, Inc. | 8 | 8 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q1 2023 | 8 |
Mizuho Securities Co. Ltd. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 8 |
Perennial Investment Advisors, LLC | 4 | 3 | 0.04% | 0.06% | 0.08% | Q2 2021 | Q3 2023 | 7 |
Cresset Asset Management, LLC | 7 | 7 | 0.00% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.05% | 0.05% | 0.07% | Q2 2013 | Q4 2014 | 7 |
BB&T SECURITIES, LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 7 |
FOUNDERS BANK & TRUST | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 7 |
Qube Research & Technologies Ltd | 6 | 1 | 0.00% | 0.01% | 0.10% | Q3 2021 | Q2 2023 | 7 |
Jacobi Capital Management LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2021 | 7 |
Prostatis Group LLC | 5 | 1 | 0.15% | 3.39% | 5.75% | Q1 2021 | Q2 2023 | 7 |
FURE FINANCIAL CORP | 4 | 3 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q2 2022 | 7 |
AVALON CAPITAL MANAGEMENT | 7 | 7 | 2.33% | 2.48% | 2.63% | Q2 2016 | Q4 2017 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.46% | 0.68% | 0.78% | Q2 2013 | Q4 2014 | 7 |
Beacon Pointe Advisors, LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
CAPITAL PERFORMANCE ADVISORS LLP | 4 | 3 | 0.12% | 0.13% | 0.15% | Q4 2021 | Q3 2023 | 7 |
Perigon Wealth Management, LLC | 5 | 1 | 0.01% | 0.02% | 0.03% | Q3 2011 | Q3 2022 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
CARRET ASSET MANAGEMENT, LLC | 7 | 7 | 0.08% | 0.08% | 0.09% | Q1 2022 | Q3 2023 | 7 |
NATIONAL BANK OF CANADA /FI/ | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Archvest Wealth Advisors, Inc. | 4 | 3 | 0.18% | 0.22% | 0.26% | Q4 2021 | Q3 2023 | 7 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2022 | 7 |
Investors Research Corp | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
BRADLEY FOSTER & SARGENT INC/CT | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Ameritas Investment Company, LLC | 4 | 3 | 0.00% | 0.05% | 0.18% | Q2 2019 | Q3 2021 | 7 |
Levy Wealth Management Group, LLC | 7 | 7 | 0.12% | 0.34% | 0.51% | Q1 2022 | Q3 2023 | 7 |
Advisory Alpha, LLC | 6 | 1 | 0.01% | 0.06% | 0.10% | Q4 2018 | Q3 2020 | 7 |
Cambria Investment Management, L.P. | 7 | 7 | 0.04% | 0.07% | 0.14% | Q1 2018 | Q3 2019 | 7 |
Ameritas Advisory Services, LLC | 6 | 1 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.00% | 0.01% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Sunbelt Securities, Inc. | 4 | 3 | 0.02% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 7 |
Financial Connections Group, Inc. | 7 | 7 | 0.14% | 0.17% | 0.24% | Q4 2021 | Q2 2023 | 7 |
MORRIS FINANCIAL CONCEPTS, INC. | 7 | 7 | 0.02% | 0.15% | 0.23% | Q1 2022 | Q3 2023 | 7 |
Parasol Investment Management, LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q4 2013 | Q1 2015 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
First City Capital Management, Inc. | 6 | 6 | 0.03% | 0.03% | 0.03% | Q1 2014 | Q2 2015 | 6 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 4 | 1 | 0.05% | 0.05% | 0.06% | Q4 2020 | Q2 2023 | 6 |
TD Waterhouse Canada Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
Granite Investment Partners, LLC | 1 | 1 | 0.04% | 0.11% | 0.23% | Q4 2013 | Q4 2021 | 6 |
Tradewinds Capital Management, LLC | 6 | 6 | 0.00% | 1.53% | 4.66% | Q4 2021 | Q1 2023 | 6 |
Round Table Services, LLC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q3 2022 | 6 |
RFG Advisory, LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q1 2022 | 6 |
Klingman & Associates, LLC | 4 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 6 |
Clear Creek Financial Management, LLC | 6 | 6 | 0.10% | 0.16% | 0.22% | Q2 2022 | Q3 2023 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Varma Mutual Pension Insurance Co | 4 | 2 | 0.40% | 3.06% | 8.27% | Q1 2021 | Q3 2023 | 6 |
PFM Asset Management LLC | 6 | 6 | 0.00% | 0.17% | 0.31% | Q2 2020 | Q3 2021 | 6 |
ST GERMAIN D J CO INC | 4 | 1 | 0.00% | 0.10% | 0.40% | Q1 2021 | Q4 2023 | 6 |
Prospera Financial Services Inc | 5 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 6 |
SAGE FINANCIAL GROUP INC | 6 | 6 | 0.04% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Allianz Asset Management GmbH | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Cerity Partners LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
FIRST FOUNDATION ADVISORS | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Boston Standard Wealth Management, LLC | 3 | 3 | 0.19% | 0.20% | 0.21% | Q4 2014 | Q3 2016 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
VALLEY WEALTH MANAGERS, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
One Wealth Advisors, LLC | 6 | 6 | 0.34% | 0.37% | 0.46% | Q2 2022 | Q3 2023 | 6 |
Lindbrook Capital, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q3 2019 | 6 |
Pinnacle Wealth Management Advisory Group, LLC | 4 | 2 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 6 |
AE Wealth Management LLC | 3 | 1 | 0.00% | 0.02% | 0.11% | Q1 2019 | Q3 2023 | 6 |
Fund Evaluation Group, LLC | 5 | 1 | 0.27% | 0.48% | 1.37% | Q3 2018 | Q3 2023 | 6 |
Lenox Wealth Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 5 |
Renaissance Technologies | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 5 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.37% | 1.19% | 1.76% | Q4 2019 | Q4 2020 | 5 |
Stokes & Hubbell Capital Management, LLC | 5 | 5 | 0.09% | 0.11% | 0.12% | Q1 2018 | Q1 2019 | 5 |
Crewe Advisors LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
WEALTHSOURCE PARTNERS, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Grant/GrossMendelsohn, LLC | 5 | 5 | 0.55% | 0.84% | 0.94% | Q1 2021 | Q1 2022 | 5 |
IHT Wealth Management, LLC | 3 | 2 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2021 | 5 |
Dentgroup LLC | 5 | 5 | 0.26% | 0.31% | 0.39% | Q3 2022 | Q3 2023 | 5 |
SCOTIA CAPITAL INC. | 5 | 5 | 0.05% | 0.05% | 0.06% | Q1 2020 | Q1 2021 | 5 |
QUEST CAPITAL MANAGEMENT INC /ADV | 5 | 5 | 0.05% | 0.10% | 0.18% | Q4 2020 | Q4 2021 | 5 |
Tyler-Stone Wealth Management | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
WealthTrust Fairport, LLC | 5 | 5 | 0.03% | 0.06% | 0.09% | Q1 2018 | Q1 2019 | 5 |
Leelyn Smith, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Sage Advisory Services, Ltd.Co. | 4 | 1 | 0.03% | 0.04% | 0.05% | Q3 2017 | Q4 2018 | 5 |
Stonehearth Capital Management, LLC | 5 | 5 | 0.21% | 0.29% | 0.34% | Q3 2017 | Q3 2018 | 5 |
Hills Bank & Trust Co | 5 | 5 | 0.07% | 0.08% | 0.08% | Q3 2022 | Q3 2023 | 5 |
SG Americas Securities, LLC | 5 | 5 | 0.00% | 0.02% | 0.04% | Q3 2016 | Q3 2017 | 5 |
Long Wharf Investors, Inc. | 5 | 5 | 0.31% | 0.32% | 0.34% | Q2 2013 | Q2 2014 | 5 |
Aprio Wealth Management, LLC | 5 | 5 | 0.18% | 0.32% | 0.39% | Q3 2022 | Q3 2023 | 5 |
Rehmann Capital Advisory Group | 3 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2019 | 5 |
Kore Private Wealth LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2020 | 5 |
Strategic Wealth Investment Group, LLC | 5 | 5 | 0.04% | 0.06% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Polaris Wealth Advisory Group, LLC | 4 | 1 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2014 | 5 |
TRUE Private Wealth Advisors | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q4 2020 | 5 |
WIN ADVISORS, INC | 5 | 5 | 0.02% | 2.30% | 5.93% | Q4 2021 | Q4 2022 | 5 |
Wealth Alliance | 5 | 5 | 0.05% | 0.06% | 0.10% | Q3 2022 | Q3 2023 | 5 |
Ten Capital Wealth Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 5 |
RESOLUTE FINANCIAL, LLC | 5 | 5 | 1.13% | 1.74% | 2.12% | Q4 2021 | Q4 2022 | 5 |
Highview Capital Management LLC/DE/ | 5 | 5 | 0.19% | 0.20% | 0.21% | Q3 2022 | Q3 2023 | 5 |
Wealthspire Advisors, LLC | 5 | 5 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
CIBC WORLD MARKET INC. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 5 |
First Affirmative Financial Network | 4 | 4 | 0.23% | 0.64% | 1.75% | Q3 2021 | Q2 2022 | 4 |
BBJS FINANCIAL ADVISORS, LLC | 4 | 4 | 0.10% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Milestone Investment Advisors LLC | 4 | 4 | 0.47% | 0.55% | 0.62% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.03% | 0.04% | 0.07% | Q4 2021 | Q1 2023 | 4 |
Gradient Investments LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q2 2023 | 4 |
Larson Financial Group LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Affinity Capital Advisors, LLC | 3 | 1 | 0.21% | 0.54% | 1.03% | Q4 2019 | Q3 2023 | 4 |
Phoenix Wealth Advisors | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q3 2021 | 4 |
Haverford Trust Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Running Point Capital Advisors, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
American Money Management, LLC | 4 | 4 | 0.06% | 0.07% | 0.07% | Q3 2021 | Q2 2022 | 4 |
Austin Private Wealth, LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q2 2021 | Q1 2022 | 4 |
Mill Creek Capital Advisors, LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
KMG FIDUCIARY PARTNERS, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q1 2022 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
RIVERBRIDGE PARTNERS LLC | 1 | 1 | 0.01% | 0.01% | 0.03% | Q4 2015 | Q4 2021 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Tanglewood Legacy Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Shira Ridge Wealth Management | 4 | 4 | 14.19% | 14.86% | 15.51% | Q4 2022 | Q3 2023 | 4 |
PayPay Securities Corp | 4 | 4 | 0.44% | 1.25% | 2.05% | Q4 2022 | Q3 2023 | 4 |
PALLADIEM, LLC | 4 | 4 | 1.29% | 1.53% | 2.25% | Q4 2014 | Q3 2015 | 4 |
Ashburton (Jersey) Ltd | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q3 2022 | 4 |
Mason & Associates Inc | 3 | 1 | 0.06% | 0.08% | 0.09% | Q4 2021 | Q3 2023 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.28% | 0.33% | 0.40% | Q4 2022 | Q3 2023 | 4 |
Sharper & Granite LLC | 4 | 4 | 0.30% | 0.31% | 0.32% | Q4 2022 | Q3 2023 | 4 |
Mill Capital Management, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q2 2023 | 4 |
Lantz Financial LLC | 4 | 4 | 0.08% | 0.16% | 0.26% | Q3 2022 | Q2 2023 | 4 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 4 |
Sound Stewardship, LLC | 4 | 4 | 0.72% | 0.74% | 0.75% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
OneDigital Investment Advisors LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Diversified Trust Co | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q4 2023 | 4 |
MBE Wealth Management, LLC | 4 | 4 | 0.58% | 0.64% | 0.70% | Q2 2020 | Q1 2021 | 4 |
Willow Creek Wealth Management Inc. | 4 | 4 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Spartan Planning & Wealth Management | 3 | 1 | 0.02% | 0.03% | 0.07% | Q2 2022 | Q3 2023 | 4 |
FLOW TRADERS U.S. LLC | 2 | 1 | 0.04% | 0.08% | 0.14% | Q2 2021 | Q2 2023 | 4 |
NBT BANK N A /NY | 4 | 4 | 0.05% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Divergent Planning, LLC | 4 | 4 | 7.92% | 8.71% | 9.36% | Q2 2021 | Q1 2022 | 4 |
TCF National Bank | 3 | 1 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q1 2021 | 4 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q3 2019 | 4 |
Capital Directions Investment Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q1 2017 | 4 |
BOK Financial Private Wealth, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 4 |
Karp Capital Management Corp | 3 | 1 | 0.03% | 0.04% | 0.06% | Q4 2018 | Q4 2021 | 4 |
Almanack Investment Partners, LLC. | 4 | 4 | 0.06% | 0.07% | 0.08% | Q3 2021 | Q2 2022 | 4 |
WEDBUSH SECURITIES INC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q2 2022 | 4 |
Curi Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Secrest Blakey & Associates, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q3 2019 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Wealthquest Corp | 3 | 3 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q1 2022 | 3 |
Destiny Capital Corp/CO | 3 | 3 | 0.84% | 0.85% | 0.86% | Q4 2022 | Q2 2023 | 3 |
Laird Norton Wetherby Trust Company, LLC | 2 | 1 | 0.24% | 0.26% | 0.27% | Q2 2021 | Q1 2022 | 3 |
Ford Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2021 | 3 |
StoneX Group Inc. | 3 | 3 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q4 2021 | 3 |
Merriman Wealth Management, LLC | 3 | 3 | 0.28% | 0.37% | 0.41% | Q3 2019 | Q1 2020 | 3 |
Allworth Financial LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Ethos Financial Group, LLC | 3 | 3 | 0.08% | 0.09% | 0.09% | Q1 2023 | Q3 2023 | 3 |
GoalVest Advisory LLC | 3 | 3 | 0.26% | 0.42% | 0.50% | Q2 2023 | Q4 2023 | 3 |
Neuberger Berman Group LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Horizon Investments, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
ATLAS CAPITAL ADVISORS LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
McAdam, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Concert Wealth Management Inc. | 3 | 3 | 0.01% | 0.05% | 0.07% | Q3 2016 | Q1 2017 | 3 |
Kraft, Davis & Associates, LLC | 2 | 1 | 0.17% | 0.17% | 0.18% | Q4 2022 | Q3 2023 | 3 |
PFG Investments, LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Capital Advisors Wealth Management, LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
CIBC Private Wealth Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
CULLEN/FROST BANKERS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Stonebridge Financial Planning Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
VECTOR WEALTH MANAGEMENT, LLC | 3 | 3 | 0.15% | 0.19% | 0.21% | Q2 2016 | Q4 2016 | 3 |
EP Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
PREMIER ASSET MANAGEMENT LLC | 3 | 3 | 0.04% | 0.05% | 0.07% | Q2 2021 | Q4 2021 | 3 |
Dana Investment Advisors, Inc. | 1 | 1 | 0.02% | 0.08% | 0.20% | Q4 2016 | Q4 2018 | 3 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Realta Investment Advisors | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
MYCIO WEALTH PARTNERS, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2019 | 3 |
Worth Asset Management, LLC | 3 | 3 | 0.01% | 0.03% | 0.05% | Q1 2022 | Q3 2022 | 3 |
Argentus Capital Management, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q3 2015 | Q1 2016 | 3 |
CHOREO, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
HRT FINANCIAL LP | 1 | 1 | 0.03% | 0.50% | 1.41% | Q2 2015 | Q4 2022 | 3 |
Crestone Asset Management LLC | 3 | 3 | 0.18% | 0.20% | 0.22% | Q4 2021 | Q2 2022 | 3 |
Eagle Strategies LLC | 3 | 3 | 0.10% | 0.11% | 0.12% | Q4 2021 | Q2 2022 | 3 |
West Coast Financial LLC | 3 | 3 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 3 | 3 | 1.99% | 2.70% | 3.12% | Q4 2021 | Q2 2022 | 3 |
Flagship Private Wealth, LLC | 3 | 3 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q2 2021 | 3 |
SRS Capital Advisors, Inc. | 2 | 1 | 0.08% | 0.09% | 0.10% | Q3 2020 | Q2 2021 | 3 |
RAYMOND JAMES TRUST N.A. | 2 | 1 | 0.01% | 0.04% | 0.11% | Q3 2021 | Q4 2022 | 3 |
TRUSTCORE FINANCIAL SERVICES, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q2 2015 | 3 |
My Legacy Advisors, LLC | 3 | 3 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Prime Capital Investment Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
LGL PARTNERS, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
9258 Wealth Management, LLC | 1 | 1 | 0.09% | 0.12% | 0.16% | Q4 2021 | Q4 2022 | 2 |
TIFF ADVISORY SERVICES, LLC | 1 | 1 | 0.33% | 0.43% | 0.53% | Q3 2020 | Q1 2021 | 2 |
WELCH & FORBES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2015 | Q1 2016 | 2 |
Sargent Bickham Lagudis LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2016 | 2 |
Inscription Capital, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Annapolis Financial Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Fiduciary Alliance LLC | 2 | 2 | 0.12% | 0.14% | 0.16% | Q2 2023 | Q3 2023 | 2 |
Voya Financial Advisors, Inc. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q1 2021 | 2 |
PIERSHALE FINANCIAL GROUP, INC. | 1 | 1 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q2 2023 | 2 |
New Hampshire Trust | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
CGN Advisors LLC | 2 | 2 | 0.19% | 0.26% | 0.32% | Q3 2023 | Q4 2023 | 2 |
Silicon Hills Wealth Management, LLC | 1 | 1 | 0.03% | 0.13% | 0.23% | Q4 2019 | Q3 2020 | 2 |
Tuttle Capital Management, LLC | 1 | 1 | 0.24% | 0.35% | 0.46% | Q1 2020 | Q1 2021 | 2 |
Affiance Financial, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Byrne Asset Management LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Mayflower Financial Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
Vigilant Capital Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.12% | 0.24% | Q3 2017 | Q1 2023 | 2 |
BTR CAPITAL MANAGEMENT INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
Alpha Omega Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Cedar Brook Financial Partners, LLC | 2 | 2 | 0.15% | 0.15% | 0.16% | Q2 2020 | Q3 2020 | 2 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q2 2019 | Q3 2019 | 2 |
Surevest, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
AXXCESS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.10% | 0.11% | 0.11% | Q4 2021 | Q1 2022 | 2 |
DSM CAPITAL PARTNERS LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q4 2022 | 2 |
GSA CAPITAL PARTNERS LLP | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC | 2 | 2 | 0.21% | 0.22% | 0.22% | Q2 2020 | Q3 2020 | 2 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q4 2022 | 2 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2022 | 2 |
Covenant Multifamily Offices, LLC | 2 | 2 | 0.08% | 0.15% | 0.21% | Q2 2021 | Q3 2021 | 2 |
FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
ETF Portfolio Partners, Inc. | 2 | 2 | 0.19% | 0.19% | 0.20% | Q2 2023 | Q3 2023 | 2 |
Brouwer & Janachowski, LLC | 1 | 1 | 0.02% | 0.04% | 0.06% | Q1 2014 | Q2 2015 | 2 |
WINTRUST INVESTMENTS LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
JONES FINANCIAL COMPANIES LLLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
RWA WEALTH PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
OLD MISSION CAPITAL LLC | 2 | 2 | 0.10% | 0.11% | 0.11% | Q1 2022 | Q2 2022 | 2 |
Csenge Advisory Group | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CITIZENS FINANCIAL GROUP INC/RI | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q4 2022 | 2 |
RVW Wealth, LLC | 1 | 1 | 0.00% | 0.03% | 0.05% | Q2 2020 | Q2 2021 | 2 |
Stratford Consulting, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q4 2019 | Q1 2020 | 2 |
Advisor OS, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
New England Capital Financial Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Altus Wealth Group LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q1 2021 | 2 |
Providence Wealth Advisors, LLC | 2 | 2 | 0.20% | 0.25% | 0.30% | Q4 2022 | Q1 2023 | 2 |
Vivaldi Capital Management LP | 2 | 2 | 0.16% | 0.17% | 0.18% | Q2 2020 | Q3 2020 | 2 |
FIRST NATIONAL CORP /MA/ /ADV | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.03% | 0.04% | 0.05% | Q3 2019 | Q1 2020 | 2 |
EVERGREEN CAPITAL MANAGEMENT LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Timber Hill LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 2 |
Crosspoint Capital Strategies, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2016 | 2 |
SIMPLEX TRADING, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Fiera Capital Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2021 | 2 |
PANORAMIC INVESTMENT ADVISORS, LLC | 1 | 1 | 0.24% | 0.30% | 0.36% | Q4 2022 | Q3 2023 | 2 |
Claybrook Capital, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q4 2018 | 1 |
WFA of San Diego, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Claro Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Mine & Arao Wealth Creation & Management, LLC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
CONTINENTAL INVESTORS SERVICES, INC. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2023 | Q2 2023 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q2 2020 | 1 |
Darrow Company, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
PARK AVENUE SECURITIES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Kinloch Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Private Portfolio Partners LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
JOYN Advisors, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q2 2013 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Stelac Advisory Services LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2023 | Q3 2023 | 1 |
Community Bank, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Abundance Wealth Counselors | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Premia Global Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Sterling Global Strategies LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2018 | Q4 2018 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Convergent Wealth Advisors | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2013 | Q3 2013 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Financial Sense Advisors, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2022 | Q1 2022 | 1 |
Astor Investment Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
MEEDER ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Family Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2020 | Q3 2020 | 1 |
KerberRose Wealth Management, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2022 | Q2 2022 | 1 |
DESTINY CAPITAL SECURITIES CORPORATION | 1 | 1 | 0.83% | 0.83% | 0.83% | Q3 2023 | Q3 2023 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
Virtu KCG Holdings LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Arkadios Wealth Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
KCS Wealth Advisory | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
HAP Trading, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2021 | Q3 2021 | 1 |
PATRON PARTNERS, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
Zhang Financial LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Hoover Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Arjuna Capital | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
Summit X, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Tri-Star Advisors Inc. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2020 | Q2 2020 | 1 |
SANDERS MORRIS HARRIS LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q1 2016 | 1 |
Your Advocates Ltd., LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Phocas Financial Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Baystate Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
MGO ONE SEVEN LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Simplicity Solutions, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
CORRADO ADVISORS, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
OLD NATIONAL BANCORP /IN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Regal Investment Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
Main Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Stephens Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Financial Insights, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Pointe Capital Management LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2023 | Q1 2023 | 1 |
American Trust | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2022 | Q1 2022 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2023 | Q2 2023 | 1 |
JSF Financial, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
BerganKDV Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Marcum Wealth, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
MATHER GROUP, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
Navalign, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
Asset Planning Services, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Burt Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
SEAVIEW INVESTMENT MANAGERS LLC | 1 | 1 | 0.80% | 0.80% | 0.80% | Q3 2021 | Q3 2021 | 1 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MFA WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Virtu Financial LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2017 | Q2 2017 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
DUBUQUE BANK & TRUST CO | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2013 | Q2 2013 | 1 |
CAZENOVE CAPITAL MANAGEMENT LTD | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2013 | Q2 2013 | 1 |
Strategic Capital Alternatives LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
RATIONAL ADVISORS LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q1 2020 | Q1 2020 | 1 |
ASHFORD CAPITAL MANAGEMENT INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2014 | Q1 2014 | 1 |
Avestar Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
Miramar Capital, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
Ethic Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q3 2021 | 1 |
F3Logic, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2020 | Q3 2020 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Avior Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Placemark Investments, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Center for Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Financial Advocates Investment Management | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
Wealthsimple US, Ltd. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2019 | Q4 2019 | 1 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
McIlrath & Eck, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ritter Daniher Financial Advisory LLC / DE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Rockbridge Investment Management, LCC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
MCF Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
RETIREMENT CAPITAL STRATEGIES | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2020 | Q3 2020 | 1 |
New Harbor Financial Group, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
Peregrine Asset Advisers, Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Laurel Wealth Advisors, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
Integrated Investment Consultants, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.