Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.01% | 0.32% | Q4 2015 | Q3 2023 | 79 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 26 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 75 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.01% | 0.03% | Q1 2012 | Q3 2023 | 51 |
Citadel Advisors | 12 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 45 |
Montecito Bank & Trust | 43 | 43 | 0.18% | 0.34% | 0.52% | Q2 2013 | Q4 2023 | 43 |
EXENCIAL WEALTH ADVISORS, LLC | 34 | 8 | 0.03% | 0.78% | 1.67% | Q1 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
COMMERCE BANK | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 42 |
REGIONS FINANCIAL CORP | 42 | 42 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.02% | 0.11% | 0.34% | Q2 2013 | Q3 2023 | 42 |
SPINNAKER TRUST | 42 | 42 | 0.04% | 0.24% | 1.12% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Carnegie Capital Asset Management, LLC | 42 | 42 | 0.03% | 0.08% | 0.14% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
WOLVERINE TRADING, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 41 |
Janney Montgomery Scott LLC | 41 | 41 | 0.01% | 0.06% | 0.29% | Q3 2013 | Q3 2023 | 41 |
Triangle Securities Wealth Management | 31 | 10 | 0.27% | 0.38% | 0.47% | Q2 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.03% | 0.15% | Q2 2013 | Q3 2023 | 41 |
Wharton Business Group, LLC | 33 | 8 | 0.08% | 1.14% | 2.42% | Q2 2013 | Q3 2023 | 41 |
Baker Avenue Asset Management, LP | 40 | 40 | 0.34% | 0.50% | 0.87% | Q4 2013 | Q3 2023 | 40 |
RAYMOND JAMES & ASSOCIATES | 40 | 40 | 0.01% | 0.03% | 0.05% | Q4 2013 | Q3 2023 | 40 |
Cambridge Investment Research Advisors, Inc. | 39 | 39 | 0.01% | 0.07% | 0.16% | Q1 2014 | Q3 2023 | 39 |
AMERIPRISE FINANCIAL INC | 32 | 6 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 38 |
Creative Planning | 22 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 38 |
BTR CAPITAL MANAGEMENT INC | 38 | 38 | 1.63% | 1.88% | 2.15% | Q2 2013 | Q3 2022 | 38 |
UBS Group AG | 36 | 36 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 38 |
1834 INVESTMENT ADVISORS CO | 19 | 2 | 0.03% | 0.07% | 0.14% | Q2 2013 | Q1 2023 | 37 |
MURPHY CAPITAL MANAGEMENT INC | 37 | 37 | 0.21% | 0.34% | 0.42% | Q2 2013 | Q2 2022 | 37 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 2 | 0.00% | 0.08% | 0.50% | Q3 2013 | Q3 2023 | 36 |
CREDIT SUISSE AG/ | 15 | 4 | 0.00% | 0.00% | 0.03% | Q1 2013 | Q3 2023 | 36 |
Brookstone Capital Management | 26 | 2 | 0.02% | 0.87% | 3.17% | Q4 2013 | Q3 2023 | 36 |
Sandy Spring Bank | 35 | 35 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 35 |
OPPENHEIMER & CO INC | 35 | 35 | 0.01% | 0.07% | 0.21% | Q1 2015 | Q3 2023 | 35 |
AllSquare Wealth Management LLC | 25 | 10 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q3 2023 | 35 |
Tower Research Capital LLC (TRC) | 15 | 1 | 0.00% | 0.21% | 0.95% | Q4 2013 | Q3 2023 | 34 |
HighTower Advisors, LLC | 30 | 30 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q3 2023 | 34 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 33 | 33 | 0.02% | 0.35% | 0.78% | Q2 2013 | Q2 2021 | 33 |
Advisory Services Network, LLC | 27 | 1 | 0.00% | 0.11% | 0.35% | Q4 2013 | Q3 2023 | 33 |
JPMORGAN CHASE & CO | 32 | 32 | 0.00% | 0.00% | 0.03% | Q4 2015 | Q3 2023 | 32 |
Migdal Insurance & Financial Holdings Ltd. | 32 | 32 | 0.01% | 0.59% | 3.78% | Q4 2015 | Q3 2023 | 32 |
LUCAS CAPITAL MANAGEMENT | 32 | 32 | 0.53% | 2.96% | 6.66% | Q1 2013 | Q4 2020 | 32 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 32 | 32 | 0.20% | 2.30% | 5.83% | Q4 2015 | Q3 2023 | 32 |
CUMBERLAND ADVISORS INC | 19 | 12 | 2.86% | 4.72% | 6.90% | Q4 2015 | Q3 2023 | 31 |
STIFEL FINANCIAL CORP | 31 | 31 | 0.01% | 0.01% | 0.04% | Q1 2016 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.04% | 0.10% | 0.17% | Q1 2016 | Q3 2023 | 31 |
Thomas J. Herzfeld Advisors, Inc. | 18 | 13 | 0.02% | 0.28% | 0.62% | Q4 2015 | Q3 2023 | 31 |
Sigma Planning Corp | 26 | 5 | 0.02% | 0.23% | 0.45% | Q4 2014 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.02% | 0.14% | 0.68% | Q4 2015 | Q3 2023 | 31 |
Raymond James Financial Services Advisors, Inc. | 31 | 31 | 0.01% | 0.05% | 0.12% | Q1 2016 | Q3 2023 | 31 |
CWM, LLC | 12 | 8 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 31 |
AMERICAN NATIONAL BANK | 30 | 30 | 0.01% | 0.02% | 0.05% | Q2 2016 | Q3 2023 | 30 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 1 | 0.00% | 0.02% | 0.08% | Q4 2015 | Q3 2023 | 30 |
STEPHENS INC /AR/ | 30 | 30 | 0.01% | 0.07% | 0.12% | Q2 2016 | Q3 2023 | 30 |
FMR LLC | 29 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 30 |
Private Advisor Group, LLC | 29 | 1 | 0.00% | 0.07% | 0.18% | Q3 2014 | Q3 2023 | 30 |
FIRST WILSHIRE SECURITIES MANAGEMENT INC | 27 | 2 | 0.06% | 0.19% | 0.29% | Q2 2016 | Q3 2023 | 29 |
Regal Investment Advisors LLC | 10 | 1 | 0.01% | 0.08% | 0.33% | Q2 2013 | Q3 2023 | 29 |
Cetera Advisor Networks LLC | 28 | 28 | 0.00% | 0.09% | 0.17% | Q4 2016 | Q3 2023 | 29 |
SPC Financial, Inc. | 29 | 29 | 0.03% | 2.14% | 4.28% | Q3 2016 | Q3 2023 | 29 |
Kovack Advisors, Inc. | 29 | 29 | 0.08% | 0.27% | 1.07% | Q3 2016 | Q3 2023 | 29 |
WP Advisors, LLC | 28 | 28 | 0.17% | 0.34% | 0.51% | Q4 2016 | Q3 2023 | 28 |
Moloney Securities Asset Management, LLC | 28 | 28 | 0.06% | 0.13% | 0.40% | Q4 2016 | Q3 2023 | 28 |
Mirae Asset Global Investments Co., Ltd. | 19 | 9 | 0.00% | 0.16% | 1.13% | Q1 2015 | Q3 2023 | 28 |
Karp Capital Management Corp | 28 | 28 | 0.02% | 2.20% | 3.41% | Q4 2015 | Q3 2022 | 28 |
OPTIMUM INVESTMENT ADVISORS | 24 | 4 | 0.01% | 0.02% | 0.06% | Q2 2014 | Q4 2023 | 28 |
Somerset Group LLC | 28 | 28 | 1.72% | 2.73% | 3.25% | Q4 2016 | Q3 2023 | 28 |
CIBC WORLD MARKET INC. | 26 | 2 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 28 |
ASSETMARK, INC | 27 | 1 | 0.00% | 0.49% | 1.26% | Q3 2016 | Q3 2023 | 28 |
BARCLAYS PLC | 14 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 28 |
Cetera Advisors LLC | 23 | 4 | 0.02% | 0.05% | 0.12% | Q4 2014 | Q3 2023 | 27 |
Stratos Wealth Partners, LTD. | 27 | 27 | 0.01% | 0.07% | 0.11% | Q1 2017 | Q3 2023 | 27 |
J.P. Morgan Private Wealth Advisors LLC | 25 | 2 | 0.00% | 0.01% | 0.05% | Q3 2015 | Q3 2023 | 27 |
Bogart Wealth, LLC | 27 | 27 | 0.16% | 0.99% | 7.23% | Q1 2017 | Q3 2023 | 27 |
Allworth Financial LP | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
KCM INVESTMENT ADVISORS LLC | 27 | 27 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q3 2023 | 27 |
REILLY FINANCIAL ADVISORS, LLC | 27 | 27 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q3 2021 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.05% | 0.13% | Q2 2013 | Q4 2019 | 27 |
CAHILL FINANCIAL ADVISORS INC | 27 | 27 | 0.05% | 0.14% | 0.19% | Q1 2017 | Q3 2023 | 27 |
Riverpoint Wealth Management Holdings, LLC | 27 | 27 | 0.13% | 0.16% | 0.19% | Q1 2017 | Q3 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.00% | 0.05% | 0.09% | Q4 2016 | Q3 2023 | 27 |
Cavalier Investments, LLC | 16 | 10 | 0.73% | 1.60% | 4.69% | Q1 2017 | Q3 2023 | 26 |
SMITH, MOORE & CO. | 26 | 26 | 0.08% | 0.15% | 0.20% | Q2 2017 | Q3 2023 | 26 |
M&T BANK CORP | 14 | 1 | 0.00% | 0.01% | 0.04% | Q3 2016 | Q2 2023 | 26 |
Jacobi Capital Management LLC | 26 | 26 | 0.04% | 0.05% | 0.06% | Q2 2017 | Q3 2023 | 26 |
Kingsview Wealth Management, LLC | 20 | 6 | 0.02% | 0.22% | 1.10% | Q1 2017 | Q3 2023 | 26 |
Founders Capital Management | 13 | 13 | 0.01% | 0.05% | 0.07% | Q1 2017 | Q4 2023 | 26 |
Good Life Advisors, LLC | 26 | 26 | 0.05% | 0.11% | 0.18% | Q2 2017 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.08% | 0.22% | 0.60% | Q2 2017 | Q3 2023 | 26 |
JANE STREET GROUP, LLC | 8 | 1 | 0.00% | 0.00% | 0.02% | Q2 2014 | Q3 2023 | 26 |
Snowden Capital Advisors LLC | 18 | 8 | 0.07% | 0.21% | 0.37% | Q1 2017 | Q3 2023 | 26 |
Anchor Investment Management, LLC | 26 | 26 | 0.26% | 0.48% | 0.64% | Q3 2017 | Q4 2023 | 26 |
RiverFront Investment Group, LLC | 20 | 6 | 0.38% | 0.53% | 0.88% | Q1 2009 | Q3 2023 | 26 |
PETTYJOHN, WOOD & WHITE, INC | 26 | 26 | 0.10% | 0.15% | 0.20% | Q2 2017 | Q3 2023 | 26 |
EP Wealth Advisors, LLC | 21 | 4 | 0.00% | 0.08% | 0.27% | Q2 2017 | Q3 2023 | 25 |
WESPAC Advisors SoCal, LLC | 14 | 2 | 0.06% | 0.38% | 3.01% | Q1 2016 | Q3 2023 | 25 |
Mathes Company, Inc. | 23 | 2 | 0.32% | 1.07% | 1.43% | Q2 2017 | Q3 2023 | 25 |
Baltimore-Washington Financial Advisors, Inc. | 25 | 25 | 0.24% | 1.44% | 4.91% | Q3 2017 | Q3 2023 | 25 |
Steward Partners Investment Advisory, LLC | 25 | 25 | 0.00% | 0.06% | 0.13% | Q3 2017 | Q3 2023 | 25 |
BANK HAPOALIM BM | 25 | 25 | 0.32% | 2.18% | 5.34% | Q3 2017 | Q3 2023 | 25 |
Global Trust Asset Management, LLC | 24 | 24 | 0.00% | 0.15% | 0.64% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.03% | 0.08% | 0.15% | Q4 2017 | Q3 2023 | 24 |
Armor Investment Advisors, LLC | 24 | 24 | 0.08% | 1.11% | 1.41% | Q4 2017 | Q3 2023 | 24 |
Milestone Advisory Partners | 24 | 24 | 0.37% | 2.20% | 3.46% | Q4 2017 | Q3 2023 | 24 |
Ahrens Investment Partners LLC | 24 | 24 | 0.20% | 2.48% | 4.33% | Q2 2017 | Q1 2023 | 24 |
Acorn Wealth Advisors, LLC | 24 | 24 | 0.16% | 0.27% | 0.35% | Q4 2017 | Q3 2023 | 24 |
MASSMUTUAL TRUST CO FSB/ADV | 15 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2021 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.05% | 0.22% | Q4 2017 | Q3 2023 | 24 |
ROPES WEALTH ADVISORS LLC | 24 | 24 | 0.02% | 0.08% | 0.14% | Q1 2015 | Q4 2020 | 24 |
BALDWIN BROTHERS LLC/MA | 23 | 23 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q4 2023 | 23 |
SCOTIA CAPITAL INC. | 21 | 2 | 0.01% | 0.03% | 0.05% | Q3 2017 | Q3 2023 | 23 |
CENTAURUS FINANCIAL, INC. | 19 | 4 | 0.01% | 0.36% | 0.77% | Q4 2017 | Q3 2023 | 23 |
LEVEL FOUR ADVISORY SERVICES, LLC | 23 | 23 | 0.02% | 0.04% | 0.08% | Q1 2018 | Q3 2023 | 23 |
Concorde Asset Management, LLC | 20 | 3 | 0.16% | 3.82% | 8.59% | Q1 2017 | Q3 2023 | 23 |
BLAIR WILLIAM & CO/IL | 23 | 23 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
Moors & Cabot, Inc. | 23 | 23 | 0.03% | 0.25% | 0.41% | Q1 2018 | Q3 2023 | 23 |
First Allied Advisory Services, Inc. | 22 | 1 | 0.01% | 0.05% | 0.18% | Q3 2014 | Q3 2020 | 23 |
Mascoma Wealth Management LLC | 12 | 10 | 0.02% | 0.69% | 2.76% | Q2 2017 | Q3 2023 | 22 |
Brinker Capital Investments, LLC | 22 | 22 | 0.00% | 0.19% | 0.31% | Q2 2013 | Q3 2018 | 22 |
LINCOLN NATIONAL CORP | 19 | 1 | 0.01% | 0.07% | 0.12% | Q4 2017 | Q3 2023 | 22 |
Ayalon Insurance Comp Ltd. | 18 | 4 | 0.20% | 1.19% | 2.30% | Q1 2015 | Q3 2023 | 22 |
BROWN ADVISORY INC | 20 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 22 |
SG Americas Securities, LLC | 16 | 2 | 0.00% | 0.03% | 0.13% | Q1 2014 | Q2 2023 | 22 |
Financial Architects, Inc | 18 | 4 | 0.00% | 0.10% | 0.24% | Q4 2017 | Q2 2023 | 22 |
Harel Insurance Investments & Financial Services Ltd. | 21 | 1 | 0.03% | 1.77% | 4.90% | Q2 2016 | Q3 2023 | 22 |
NewEdge Advisors, LLC | 21 | 21 | 0.07% | 0.13% | 0.35% | Q3 2018 | Q3 2023 | 21 |
PRUDENTIAL FINANCIAL INC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Laird Norton Wetherby Wealth Management, LLC | 21 | 21 | 0.03% | 0.03% | 0.04% | Q3 2017 | Q3 2022 | 21 |
Segment Wealth Management, LLC | 21 | 21 | 0.55% | 0.65% | 1.11% | Q3 2018 | Q3 2023 | 21 |
BAROMETER CAPITAL MANAGEMENT INC. | 10 | 1 | 0.08% | 0.33% | 1.01% | Q1 2014 | Q3 2020 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 21 |
Jaffetilchin Investment Partners, LLC | 21 | 21 | 0.06% | 0.18% | 0.45% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.06% | 0.70% | 2.77% | Q3 2018 | Q3 2023 | 21 |
NORTHSTAR ASSET MANAGEMENT Co LLC | 19 | 2 | 0.08% | 0.98% | 1.58% | Q2 2018 | Q3 2023 | 21 |
BNP PARIBAS FINANCIAL MARKETS | 18 | 1 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q3 2023 | 21 |
Koshinski Asset Management, Inc. | 21 | 21 | 0.04% | 0.11% | 0.37% | Q3 2018 | Q3 2023 | 21 |
SIGNATUREFD, LLC | 19 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 21 |
Transamerica Financial Advisors, Inc. | 10 | 1 | 0.00% | 0.00% | 0.04% | Q2 2014 | Q3 2023 | 21 |
Banco de Sabadell, S.A | 14 | 7 | 0.07% | 1.30% | 2.46% | Q4 2017 | Q1 2023 | 21 |
Cornerstone Wealth Management, LLC | 18 | 3 | 0.00% | 0.16% | 0.31% | Q2 2018 | Q3 2023 | 21 |
Madden Advisory Services, Inc. | 11 | 1 | 0.01% | 2.22% | 6.24% | Q2 2013 | Q3 2023 | 21 |
Lido Advisors, LLC | 9 | 1 | 0.00% | 0.12% | 0.85% | Q1 2017 | Q3 2023 | 21 |
SeaCrest Wealth Management, LLC | 16 | 5 | 0.01% | 0.04% | 0.05% | Q2 2018 | Q3 2023 | 21 |
NEXT Financial Group, Inc | 14 | 1 | 0.00% | 0.07% | 0.24% | Q3 2014 | Q4 2021 | 20 |
TOWNSQUARE CAPITAL LLC | 20 | 20 | 0.01% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 20 |
AE Wealth Management LLC | 19 | 1 | 0.01% | 0.08% | 0.15% | Q3 2018 | Q3 2023 | 20 |
IHT Wealth Management, LLC | 16 | 4 | 0.01% | 0.11% | 0.20% | Q2 2017 | Q3 2023 | 20 |
MEANS INVESTMENT CO., INC. | 20 | 20 | 0.92% | 1.93% | 2.73% | Q4 2018 | Q3 2023 | 20 |
VALLEY NATIONAL ADVISERS INC | 20 | 20 | 0.01% | 0.18% | 0.49% | Q4 2018 | Q3 2023 | 20 |
Archer Investment Corp | 20 | 20 | 0.01% | 0.04% | 0.09% | Q4 2018 | Q3 2023 | 20 |
ASPIRIANT, LLC | 19 | 1 | 0.02% | 0.03% | 0.03% | Q3 2018 | Q3 2023 | 20 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 19 | 1 | 0.00% | 0.04% | 0.10% | Q2 2018 | Q3 2023 | 20 |
GARRISON POINT ADVISORS, LLC | 20 | 20 | 1.23% | 1.43% | 1.57% | Q4 2018 | Q3 2023 | 20 |
Sunbelt Securities, Inc. | 20 | 20 | 0.06% | 0.31% | 0.56% | Q4 2018 | Q3 2023 | 20 |
WEDBUSH SECURITIES INC | 20 | 20 | 0.04% | 0.12% | 0.19% | Q4 2018 | Q3 2023 | 20 |
Gerber Kawasaki Wealth & Investment Management | 12 | 8 | 0.40% | 1.70% | 3.22% | Q3 2018 | Q3 2023 | 20 |
Capital Investment Advisory Services, LLC | 20 | 20 | 0.00% | 0.02% | 0.10% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.03% | 0.06% | 0.08% | Q4 2017 | Q3 2022 | 20 |
Hamilton Wealth, LLC | 20 | 20 | 1.21% | 2.09% | 3.29% | Q4 2018 | Q3 2023 | 20 |
WEALTHSOURCE PARTNERS, LLC | 19 | 1 | 0.03% | 0.45% | 1.83% | Q4 2017 | Q3 2023 | 20 |
Parallel Advisors, LLC | 20 | 20 | 0.00% | 0.45% | 1.50% | Q4 2018 | Q3 2023 | 20 |
Well Done, LLC | 20 | 20 | 0.12% | 0.17% | 0.24% | Q1 2016 | Q4 2020 | 20 |
Clearstead Trust, LLC | 20 | 20 | 0.05% | 0.12% | 0.18% | Q4 2018 | Q3 2023 | 20 |
HWG Holdings LP | 7 | 2 | 0.01% | 0.13% | 0.92% | Q2 2018 | Q4 2023 | 20 |
&PARTNERS | 20 | 20 | 0.36% | 0.79% | 1.11% | Q4 2018 | Q3 2023 | 20 |
Baird Financial Group, Inc. | 18 | 2 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q3 2023 | 20 |
Financial Advocates Investment Management | 14 | 1 | 0.02% | 0.13% | 0.26% | Q4 2017 | Q3 2023 | 19 |
GREAT VALLEY ADVISOR GROUP, INC. | 19 | 19 | 0.04% | 0.13% | 0.28% | Q1 2019 | Q3 2023 | 19 |
MinichMacGregor Wealth Management, LLC | 11 | 1 | 0.03% | 3.46% | 5.37% | Q1 2016 | Q4 2022 | 19 |
Csenge Advisory Group | 17 | 2 | 0.01% | 0.20% | 1.02% | Q2 2018 | Q3 2023 | 19 |
Cedar Brook Financial Partners, LLC | 19 | 19 | 0.10% | 0.32% | 0.44% | Q1 2019 | Q3 2023 | 19 |
Northeast Financial Consultants Inc | 19 | 19 | 0.03% | 0.73% | 1.59% | Q1 2019 | Q3 2023 | 19 |
Valeo Financial Advisors, LLC | 15 | 2 | 0.01% | 0.01% | 0.03% | Q3 2017 | Q2 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 19 |
Joseph P. Lucia & Associates, LLC | 19 | 19 | 0.03% | 1.13% | 1.64% | Q1 2019 | Q3 2023 | 19 |
RAYMOND JAMES TRUST N.A. | 10 | 3 | 0.01% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 19 |
Almanack Investment Partners, LLC. | 19 | 19 | 0.02% | 0.11% | 0.29% | Q1 2018 | Q3 2022 | 19 |
Belpointe Asset Management LLC | 18 | 1 | 0.02% | 0.13% | 0.20% | Q3 2018 | Q3 2023 | 19 |
Atria Investments, Inc | 8 | 1 | 0.01% | 0.09% | 0.27% | Q3 2016 | Q1 2022 | 19 |
StoneX Group Inc. | 19 | 19 | 0.11% | 0.37% | 0.85% | Q2 2017 | Q4 2021 | 19 |
Patriot Financial Group Insurance Agency, LLC | 10 | 9 | 0.00% | 0.05% | 0.20% | Q4 2016 | Q2 2022 | 19 |
DAVENPORT & Co LLC | 18 | 1 | 0.00% | 0.02% | 0.03% | Q3 2016 | Q4 2021 | 19 |
Santori & Peters, Inc. | 18 | 1 | 0.05% | 0.45% | 0.64% | Q4 2017 | Q4 2022 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Avior Wealth Management, LLC | 18 | 18 | 0.00% | 0.21% | 1.26% | Q2 2019 | Q3 2023 | 18 |
CAPTRUST FINANCIAL ADVISORS | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
SALEM INVESTMENT COUNSELORS INC | 18 | 18 | 0.01% | 0.05% | 0.08% | Q2 2019 | Q3 2023 | 18 |
HOLLENCREST CAPITAL MANAGEMENT | 15 | 3 | 0.00% | 0.81% | 1.05% | Q2 2018 | Q3 2023 | 18 |
Sequoia Financial Advisors, LLC | 18 | 18 | 0.03% | 0.10% | 0.17% | Q2 2019 | Q3 2023 | 18 |
FOUNDERS FINANCIAL SECURITIES LLC | 13 | 1 | 0.16% | 0.52% | 1.78% | Q2 2016 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2017 | 18 |
Truvestments Capital LLC | 8 | 1 | 0.02% | 0.05% | 0.09% | Q3 2018 | Q3 2023 | 18 |
Blume Capital Management, Inc. | 18 | 18 | 0.01% | 0.05% | 0.08% | Q4 2013 | Q1 2018 | 18 |
First Horizon Advisors, Inc. | 7 | 5 | 0.00% | 0.03% | 0.12% | Q4 2018 | Q3 2023 | 18 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 17 | 1 | 0.06% | 0.36% | 0.63% | Q2 2018 | Q3 2023 | 18 |
MEITAV INVESTMENT HOUSE LTD | 15 | 1 | 0.01% | 1.09% | 2.11% | Q2 2018 | Q3 2023 | 18 |
S. R. Schill & Associates | 12 | 6 | 0.10% | 0.58% | 2.23% | Q3 2018 | Q2 2023 | 18 |
RPg Family Wealth Advisory, LLC | 9 | 1 | 0.01% | 1.58% | 3.49% | Q2 2017 | Q2 2023 | 18 |
Virtu Financial LLC | 6 | 1 | 0.07% | 0.28% | 0.62% | Q2 2014 | Q3 2023 | 18 |
ARKANSAS FINANCIAL GROUP, INC. | 18 | 18 | 0.16% | 1.32% | 2.22% | Q2 2019 | Q3 2023 | 18 |
FIFTH THIRD BANCORP | 17 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 18 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 9 | 1 | 0.04% | 0.24% | 0.76% | Q2 2014 | Q3 2022 | 18 |
Capital Asset Advisory Services LLC | 18 | 18 | 0.21% | 0.43% | 1.12% | Q2 2019 | Q3 2023 | 18 |
Biltmore Family Office, LLC | 18 | 18 | 0.03% | 0.06% | 0.09% | Q2 2019 | Q3 2023 | 18 |
Robertson Stephens Wealth Management, LLC | 18 | 18 | 0.03% | 0.24% | 0.50% | Q2 2019 | Q3 2023 | 18 |
Pacific Center for Financial Services | 15 | 3 | 0.00% | 0.36% | 0.63% | Q1 2019 | Q3 2023 | 18 |
CNB Bank | 17 | 17 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2022 | 17 |
ALTFEST L J & CO INC | 8 | 1 | 0.04% | 0.45% | 1.85% | Q3 2017 | Q3 2023 | 17 |
Janney Capital Management LLC | 14 | 3 | 0.14% | 0.70% | 2.07% | Q2 2013 | Q1 2022 | 17 |
Circle Wealth Management, LLC | 17 | 17 | 0.02% | 0.24% | 0.39% | Q3 2019 | Q3 2023 | 17 |
Cetera Investment Advisers | 17 | 17 | 0.02% | 0.10% | 0.27% | Q3 2019 | Q3 2023 | 17 |
Aptus Capital Advisors, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
Rockefeller Capital Management L.P. | 17 | 17 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 17 |
Destination Wealth Management | 15 | 2 | 0.00% | 0.08% | 0.12% | Q1 2019 | Q3 2023 | 17 |
Avitas Wealth Management LLC | 14 | 3 | 0.06% | 0.06% | 0.08% | Q2 2019 | Q3 2023 | 17 |
AVANTAX ADVISORY SERVICES, INC. | 17 | 17 | 0.01% | 0.10% | 0.16% | Q3 2019 | Q3 2023 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.07% | 0.10% | 0.13% | Q1 2018 | Q1 2022 | 17 |
HOWE & RUSLING INC | 10 | 7 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 17 |
Dynamic Advisor Solutions LLC | 17 | 17 | 0.03% | 0.35% | 0.46% | Q3 2019 | Q3 2023 | 17 |
Voya Financial Advisors, Inc. | 16 | 1 | 0.02% | 0.16% | 0.35% | Q2 2017 | Q4 2021 | 17 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.00% | 0.04% | Q2 2017 | Q2 2023 | 17 |
Brick & Kyle, Associates | 17 | 17 | 0.57% | 0.69% | 0.76% | Q3 2019 | Q3 2023 | 17 |
FLAGSHIP HARBOR ADVISORS, LLC | 17 | 17 | 0.04% | 0.12% | 0.30% | Q3 2017 | Q3 2021 | 17 |
Institute for Wealth Management, LLC. | 17 | 17 | 0.05% | 0.21% | 0.33% | Q3 2019 | Q3 2023 | 17 |
Canton Hathaway, LLC | 17 | 17 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 17 |
Western Wealth Management, LLC | 10 | 7 | 0.02% | 0.14% | 0.63% | Q1 2019 | Q2 2023 | 17 |
NorthRock Partners, LLC | 17 | 17 | 0.03% | 0.06% | 0.10% | Q3 2019 | Q3 2023 | 17 |
Leonard Rickey Investment Advisors P.L.L.C. | 17 | 17 | 0.08% | 0.20% | 0.31% | Q4 2017 | Q4 2021 | 17 |
First Light Asset Management, LLC | 17 | 17 | 0.18% | 0.45% | 2.92% | Q4 2016 | Q4 2020 | 17 |
Watchman Group, Inc. | 16 | 16 | 0.04% | 0.46% | 0.67% | Q4 2019 | Q3 2023 | 16 |
ORLEANS CAPITAL MANAGEMENT CORP/LA | 14 | 2 | 1.14% | 1.87% | 2.18% | Q3 2019 | Q3 2023 | 16 |
Private Capital Group, LLC | 11 | 5 | 0.00% | 0.03% | 0.12% | Q1 2018 | Q1 2022 | 16 |
Independent Family Office, LLC | 16 | 16 | 0.12% | 0.15% | 0.20% | Q4 2019 | Q3 2023 | 16 |
BALLAST ADVISORS LLC | 16 | 16 | 0.01% | 0.16% | 0.25% | Q4 2019 | Q3 2023 | 16 |
FIRST UNITED BANK & TRUST | 16 | 16 | 0.09% | 0.22% | 0.35% | Q3 2018 | Q2 2022 | 16 |
Endurance Wealth Management, Inc. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2023 | 16 |
WFG Advisors, LP | 16 | 16 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q2 2017 | 16 |
First PREMIER Bank | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.12% | 0.24% | 0.36% | Q4 2019 | Q3 2023 | 16 |
HRT FINANCIAL LP | 11 | 1 | 0.00% | 0.13% | 0.37% | Q2 2015 | Q2 2023 | 16 |
Hudock, Inc. | 16 | 16 | 0.00% | 0.04% | 0.11% | Q4 2018 | Q3 2022 | 16 |
SUMMIT FINANCIAL GROUP, INC. | 7 | 3 | 0.09% | 0.29% | 0.49% | Q2 2019 | Q3 2023 | 16 |
Realta Investment Advisors | 14 | 2 | 0.00% | 0.08% | 0.12% | Q3 2019 | Q3 2023 | 16 |
B. Riley Wealth Advisors, Inc. | 14 | 1 | 0.00% | 0.13% | 0.24% | Q2 2014 | Q3 2023 | 16 |
THRIVENT FINANCIAL FOR LUTHERANS | 10 | 10 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q4 2022 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.05% | 0.12% | 0.14% | Q4 2019 | Q3 2023 | 16 |
Stonebridge Financial Planning Group, LLC | 16 | 16 | 2.62% | 3.04% | 3.24% | Q4 2019 | Q3 2023 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.01% | 0.05% | 0.13% | Q4 2019 | Q3 2023 | 16 |
BENJAMIN EDWARDS INC | 16 | 16 | 0.00% | 0.02% | 0.10% | Q4 2019 | Q3 2023 | 16 |
Fisher Asset Management, LLC | 15 | 1 | 0.00% | 0.04% | 0.08% | Q2 2019 | Q3 2023 | 16 |
Cypress Capital Management LLC (WY) | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Mutual Advisors, LLC | 14 | 1 | 0.03% | 0.13% | 0.65% | Q3 2018 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.05% | 0.06% | 0.08% | Q4 2019 | Q3 2023 | 16 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 15 | 1 | 0.00% | 0.02% | 0.07% | Q4 2017 | Q3 2023 | 16 |
Arkadios Wealth Advisors | 16 | 16 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 16 |
Integrated Advisors Network LLC | 16 | 16 | 0.10% | 0.12% | 0.14% | Q4 2019 | Q3 2023 | 16 |
V Wealth Advisors LLC | 16 | 16 | 0.08% | 0.11% | 0.22% | Q3 2019 | Q2 2023 | 16 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 2 | 0.01% | 0.31% | 0.41% | Q2 2017 | Q3 2023 | 16 |
SIGNET FINANCIAL MANAGEMENT, LLC | 9 | 2 | 0.04% | 0.06% | 0.12% | Q3 2015 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
FinTrust Capital Advisors, LLC | 16 | 16 | 0.00% | 0.04% | 0.13% | Q4 2019 | Q3 2023 | 16 |
Physician Wealth Advisors, Inc. | 15 | 15 | 0.11% | 0.31% | 0.78% | Q1 2020 | Q3 2023 | 15 |
Providence Capital Advisors, LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 15 | 15 | 0.05% | 0.24% | 0.63% | Q1 2020 | Q3 2023 | 15 |
Flaharty Asset Management, LLC | 15 | 15 | 3.06% | 3.72% | 4.30% | Q1 2020 | Q3 2023 | 15 |
FIFTH THIRD SECURITIES, INC. | 6 | 1 | 0.29% | 0.72% | 1.22% | Q4 2016 | Q3 2023 | 15 |
Cornerstone Advisory, LLC | 15 | 15 | 0.06% | 0.10% | 0.14% | Q1 2020 | Q3 2023 | 15 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 14 | 1 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 15 |
Retirement Group, LLC | 14 | 1 | 0.01% | 0.07% | 0.14% | Q4 2019 | Q3 2023 | 15 |
PINNACLE ASSOCIATES LTD | 15 | 15 | 0.02% | 0.04% | 0.05% | Q1 2020 | Q3 2023 | 15 |
PATHSTONE FAMILY OFFICE, LLC | 8 | 1 | 0.00% | 0.02% | 0.14% | Q2 2013 | Q3 2023 | 15 |
Seelaus Asset Management LLC | 15 | 15 | 0.18% | 0.30% | 0.44% | Q4 2019 | Q2 2023 | 15 |
NWAM LLC | 12 | 1 | 0.09% | 0.17% | 0.38% | Q4 2018 | Q3 2023 | 15 |
BlackRock Inc. | 14 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 15 |
Acropolis Investment Management, LLC | 15 | 15 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
BANK OF NOVA SCOTIA | 12 | 3 | 0.01% | 0.29% | 0.93% | Q4 2014 | Q3 2019 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.05% | 0.12% | 0.29% | Q1 2020 | Q3 2023 | 15 |
Westside Investment Management, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.03% | 0.05% | 0.08% | Q2 2016 | Q4 2019 | 15 |
Gray Wealth Management Inc. | 15 | 15 | 1.09% | 1.39% | 1.62% | Q1 2020 | Q3 2023 | 15 |
Traynor Capital Management, Inc. | 15 | 15 | 0.12% | 0.69% | 1.37% | Q1 2020 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2016 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Oak Grove Capital LLC | 15 | 15 | 0.11% | 0.46% | 1.16% | Q4 2018 | Q2 2022 | 15 |
Westwind Capital | 15 | 15 | 0.30% | 0.41% | 0.57% | Q4 2019 | Q2 2023 | 15 |
CYPRESS ASSET MANAGEMENT INC/TX | 15 | 15 | 0.66% | 0.71% | 0.80% | Q4 2019 | Q2 2023 | 15 |
Certified Advisory Corp | 11 | 4 | 0.01% | 0.90% | 1.43% | Q3 2019 | Q3 2023 | 15 |
Perigon Wealth Management, LLC | 14 | 1 | 0.01% | 0.07% | 0.16% | Q3 2011 | Q3 2023 | 15 |
USAdvisors Wealth Management, LLC | 15 | 15 | 0.23% | 0.60% | 0.82% | Q1 2020 | Q3 2023 | 15 |
Total Clarity Wealth Management, Inc. | 15 | 15 | 0.11% | 0.28% | 0.57% | Q4 2019 | Q2 2023 | 15 |
Bank of New York Mellon Corp | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 15 |
B. Riley Wealth Management, Inc. | 6 | 4 | 0.00% | 0.19% | 0.55% | Q1 2014 | Q2 2022 | 15 |
MONETARY MANAGEMENT GROUP INC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
SUNTRUST BANKS INC | 14 | 14 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q3 2019 | 14 |
Financial Partners Group, Inc | 14 | 14 | 1.47% | 2.58% | 3.46% | Q2 2020 | Q3 2023 | 14 |
1832 Asset Management L.P. | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2022 | 14 |
TD Capital Management LLC | 9 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 14 |
Glassman Wealth Services | 13 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 14 |
Sowell Financial Services LLC | 7 | 2 | 0.07% | 0.12% | 0.17% | Q3 2019 | Q3 2023 | 14 |
Day & Ennis, LLC | 14 | 14 | 0.12% | 0.64% | 1.76% | Q2 2020 | Q3 2023 | 14 |
ENTERPRISE FINANCIAL SERVICES CORP | 14 | 14 | 0.01% | 0.06% | 0.09% | Q1 2019 | Q2 2022 | 14 |
COOKSON PEIRCE & CO INC | 11 | 3 | 0.02% | 0.05% | 0.08% | Q1 2016 | Q4 2021 | 14 |
Strategic Blueprint, LLC | 14 | 14 | 0.03% | 0.37% | 1.11% | Q2 2020 | Q3 2023 | 14 |
Outlook Wealth Advisors, LLC | 14 | 14 | 0.99% | 1.79% | 2.36% | Q1 2019 | Q2 2022 | 14 |
D.A. DAVIDSON & CO. | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Strategic Advisors LLC | 14 | 14 | 0.10% | 0.15% | 0.24% | Q2 2020 | Q3 2023 | 14 |
American Institute for Advanced Investment Management, LLP | 14 | 14 | 0.57% | 0.78% | 1.08% | Q2 2020 | Q3 2023 | 14 |
IFG Advisory, LLC | 14 | 14 | 0.04% | 0.08% | 0.14% | Q2 2020 | Q3 2023 | 14 |
COLONY GROUP LLC | 13 | 1 | 0.01% | 0.07% | 0.70% | Q4 2016 | Q4 2021 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2022 | 14 |
FRANKLIN RESOURCES INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Holistic Financial Partners | 14 | 14 | 0.27% | 2.36% | 4.98% | Q2 2020 | Q3 2023 | 14 |
AlphaStar Capital Management, LLC | 13 | 1 | 0.00% | 0.08% | 0.18% | Q1 2020 | Q3 2023 | 14 |
Prestige Wealth Management Group LLC | 13 | 1 | 0.07% | 0.69% | 0.96% | Q2 2019 | Q3 2023 | 14 |
Clear Creek Financial Management, LLC | 10 | 1 | 0.08% | 0.26% | 0.54% | Q4 2019 | Q3 2023 | 14 |
Advisors Capital Management, LLC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
MERCER GLOBAL ADVISORS INC /ADV | 13 | 1 | 0.01% | 0.08% | 0.17% | Q1 2020 | Q3 2023 | 14 |
MILLENNIUM MANAGEMENT LLC | 5 | 1 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q2 2023 | 14 |
Aspire Private Capital, LLC | 14 | 14 | 0.00% | 0.03% | 0.10% | Q2 2020 | Q3 2023 | 14 |
Bernardo Wealth Planning LLC | 14 | 14 | 0.19% | 0.70% | 1.72% | Q2 2020 | Q3 2023 | 14 |
CLIENT 1ST ADVISORY GROUP, LLC | 14 | 14 | 0.18% | 0.87% | 2.20% | Q2 2020 | Q3 2023 | 14 |
CMH Wealth Management LLC | 14 | 14 | 0.90% | 1.38% | 1.78% | Q2 2020 | Q3 2023 | 14 |
MA Private Wealth | 14 | 14 | 0.07% | 1.11% | 2.98% | Q2 2020 | Q3 2023 | 14 |
Ancora Advisors LLC | 13 | 1 | 0.00% | 0.02% | 0.05% | Q3 2018 | Q3 2023 | 14 |
TD ASSET MANAGEMENT INC | 14 | 14 | 0.01% | 0.04% | 0.06% | Q4 2019 | Q1 2023 | 14 |
NORTHERN TRUST CORP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2022 | 14 |
LexAurum Advisors, LLC | 13 | 1 | 0.09% | 0.17% | 0.58% | Q2 2019 | Q3 2023 | 14 |
Costello Asset Management, INC | 14 | 14 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
HM PAYSON & CO | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 14 |
Column Capital Advisors, LLC | 14 | 14 | 0.04% | 0.06% | 0.07% | Q2 2020 | Q3 2023 | 14 |
Cypress Wealth Services, LLC | 14 | 14 | 0.08% | 0.46% | 0.98% | Q2 2020 | Q3 2023 | 14 |
Sharkey, Howes & Javer | 14 | 14 | 0.16% | 0.73% | 2.01% | Q2 2020 | Q3 2023 | 14 |
Integrated Wealth Concepts LLC | 14 | 14 | 0.01% | 0.10% | 0.36% | Q2 2020 | Q3 2023 | 14 |
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 14 | 14 | 0.48% | 0.99% | 2.03% | Q2 2020 | Q3 2023 | 14 |
Gladstone Institutional Advisory LLC | 12 | 2 | 0.03% | 0.08% | 0.37% | Q4 2018 | Q3 2023 | 14 |
WealthShield Partners, LLC | 9 | 4 | 0.01% | 0.23% | 0.65% | Q2 2020 | Q3 2023 | 13 |
Bruderman Asset Management, LLC | 13 | 13 | 0.37% | 0.88% | 1.46% | Q2 2016 | Q2 2019 | 13 |
Beaumont Financial Partners, LLC | 9 | 4 | 0.09% | 0.27% | 0.56% | Q1 2017 | Q2 2020 | 13 |
HBW ADVISORY SERVICES LLC | 13 | 13 | 0.08% | 0.19% | 0.44% | Q2 2020 | Q2 2023 | 13 |
Baystate Wealth Management LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 13 |
Wealthcare Advisory Partners LLC | 9 | 1 | 0.00% | 0.03% | 0.05% | Q4 2016 | Q1 2021 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.08% | 0.24% | 0.47% | Q3 2020 | Q3 2023 | 13 |
VICUS CAPITAL | 11 | 1 | 0.12% | 0.21% | 0.63% | Q3 2015 | Q1 2020 | 13 |
NOMURA ASSET MANAGEMENT CO LTD | 8 | 1 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 13 |
Crosspoint Capital Strategies, LLC | 6 | 1 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q3 2018 | 13 |
Key FInancial Inc | 12 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 13 |
Simplicity Solutions, LLC | 8 | 1 | 0.01% | 0.04% | 0.12% | Q3 2018 | Q3 2023 | 13 |
Laurel Wealth Advisors LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
TELEMUS CAPITAL, LLC | 7 | 3 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q2 2023 | 13 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2022 | 13 |
Choate Investment Advisors | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Pettinga Financial Advisors LLC | 13 | 13 | 0.12% | 0.77% | 2.45% | Q4 2018 | Q4 2021 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.04% | 0.15% | 0.27% | Q3 2020 | Q3 2023 | 13 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 9 | 2 | 0.03% | 0.08% | 0.12% | Q3 2019 | Q3 2023 | 13 |
GLENMEDE TRUST CO NA | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 13 |
Nan Shan Life Insurance Co., Ltd. | 4 | 2 | 0.02% | 0.13% | 0.37% | Q2 2018 | Q3 2023 | 13 |
First Heartland Consultants, Inc. | 7 | 2 | 0.02% | 0.08% | 0.21% | Q2 2016 | Q1 2022 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.03% | 0.04% | 0.07% | Q3 2020 | Q3 2023 | 13 |
PACIFIC SUN FINANCIAL CORP | 6 | 1 | 0.30% | 0.62% | 0.92% | Q2 2019 | Q2 2023 | 13 |
Clearstead Advisors, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Stratos Wealth Advisors, LLC | 12 | 1 | 0.00% | 0.09% | 0.20% | Q1 2020 | Q3 2023 | 13 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.06% | 0.16% | 0.21% | Q4 2019 | Q3 2023 | 13 |
Prospera Financial Services Inc | 12 | 1 | 0.01% | 0.03% | 0.06% | Q2 2020 | Q3 2023 | 13 |
BROWN BROTHERS HARRIMAN & CO | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 13 |
SevenBridge Financial Group, LLC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2019 | 13 |
PRINCETON CAPITAL MANAGEMENT LLC | 13 | 13 | 0.05% | 0.08% | 0.11% | Q1 2018 | Q1 2021 | 13 |
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 10 | 3 | 0.50% | 0.96% | 2.02% | Q2 2020 | Q3 2023 | 13 |
Ausdal Financial Partners, Inc. | 13 | 13 | 0.06% | 0.19% | 0.24% | Q3 2020 | Q3 2023 | 13 |
Clal Insurance Enterprises Holdings Ltd | 8 | 5 | 0.24% | 2.22% | 3.77% | Q4 2014 | Q1 2020 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.04% | 0.07% | 0.14% | Q3 2020 | Q3 2023 | 13 |
STRATEGY ASSET MANAGERS LLC | 13 | 13 | 0.06% | 0.18% | 0.28% | Q3 2020 | Q3 2023 | 13 |
HOWARD WEALTH MANAGEMENT, LLC | 7 | 1 | 0.11% | 0.19% | 0.28% | Q4 2019 | Q3 2023 | 13 |
TRANSCEND CAPITAL ADVISORS, LLC | 11 | 1 | 0.02% | 0.13% | 0.42% | Q1 2020 | Q3 2023 | 13 |
AMG National Trust Bank | 13 | 13 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q2 2023 | 13 |
Phoenix Holdings Ltd. | 7 | 5 | 0.04% | 0.10% | 0.23% | Q3 2019 | Q3 2022 | 12 |
Advisory Alpha, LLC | 4 | 2 | 0.00% | 0.02% | 0.12% | Q3 2019 | Q3 2023 | 12 |
HSBC HOLDINGS PLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2022 | 12 |
McGuire Investment Group, LLC | 12 | 12 | 0.08% | 0.10% | 0.12% | Q2 2019 | Q1 2022 | 12 |
Princeton Global Asset Management LLC | 12 | 12 | 0.01% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Diversified, LLC | 12 | 12 | 0.74% | 3.24% | 6.68% | Q4 2020 | Q3 2023 | 12 |
Safeguard Investment Advisory Group, LLC | 12 | 12 | 2.14% | 3.66% | 4.72% | Q4 2020 | Q3 2023 | 12 |
XPONANCE, INC. | 9 | 3 | 0.63% | 3.56% | 5.83% | Q3 2014 | Q3 2017 | 12 |
KEYBANK NATIONAL ASSOCIATION/OH | 7 | 5 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q2 2023 | 12 |
BigSur Wealth Management LLC | 12 | 12 | 0.13% | 0.16% | 0.19% | Q3 2020 | Q2 2023 | 12 |
JACKSON SQUARE CAPITAL, LLC | 10 | 2 | 0.07% | 0.14% | 0.35% | Q4 2019 | Q2 2023 | 12 |
BLB&B Advisors, LLC | 12 | 12 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.07% | 0.11% | 0.14% | Q4 2020 | Q3 2023 | 12 |
TruWealth Advisors, LLC | 12 | 12 | 0.18% | 2.14% | 2.49% | Q4 2020 | Q3 2023 | 12 |
PEAPACK GLADSTONE FINANCIAL CORP | 12 | 12 | 0.09% | 0.12% | 0.15% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.00% | 0.04% | 0.24% | Q4 2020 | Q3 2023 | 12 |
Campbell Wealth Management | 11 | 1 | 0.02% | 0.04% | 0.05% | Q2 2020 | Q2 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
GPS Wealth Strategies Group, LLC | 9 | 3 | 0.08% | 0.20% | 0.37% | Q3 2020 | Q3 2023 | 12 |
NEW YORK STATE COMMON RETIREMENT FUND | 12 | 12 | 0.00% | 0.02% | 0.03% | Q3 2014 | Q2 2017 | 12 |
RFG Advisory, LLC | 10 | 1 | 0.01% | 0.39% | 0.86% | Q2 2016 | Q3 2023 | 12 |
Mezzasalma Advisors, LLC | 12 | 12 | 0.52% | 0.69% | 0.83% | Q4 2020 | Q3 2023 | 12 |
Sargent Bickham Lagudis LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2022 | 12 |
Sterling Financial Planning, Inc. | 12 | 12 | 0.12% | 0.18% | 0.29% | Q4 2020 | Q3 2023 | 12 |
PATTEN & PATTEN INC/TN | 12 | 12 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Charter Oak Capital Management, LLC | 12 | 12 | 0.53% | 0.62% | 0.67% | Q4 2020 | Q3 2023 | 12 |
TUCKER ASSET MANAGEMENT LLC | 12 | 12 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Advisors Preferred, LLC | 3 | 1 | 0.00% | 0.08% | 0.18% | Q4 2013 | Q1 2023 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.06% | 0.18% | 0.50% | Q4 2018 | Q3 2021 | 12 |
Legacy Wealth Planning, LLC | 12 | 12 | 0.50% | 0.75% | 0.96% | Q4 2019 | Q3 2022 | 12 |
PATTON ALBERTSON MILLER GROUP, LLC | 12 | 12 | 0.04% | 1.36% | 2.31% | Q2 2020 | Q1 2023 | 12 |
Concentrum Wealth Management | 9 | 3 | 0.77% | 1.68% | 2.34% | Q2 2020 | Q3 2023 | 12 |
Goodwin Investment Advisory | 12 | 12 | 0.03% | 1.61% | 5.36% | Q4 2020 | Q3 2023 | 12 |
Lenox Wealth Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2022 | 12 |
GeoWealth Management, LLC | 12 | 12 | 0.04% | 0.12% | 0.68% | Q4 2020 | Q3 2023 | 12 |
Capital Analysts, LLC | 11 | 1 | 0.00% | 0.50% | 0.68% | Q3 2020 | Q3 2023 | 12 |
Stelac Advisory Services LLC | 12 | 12 | 0.67% | 1.93% | 2.80% | Q4 2020 | Q3 2023 | 12 |
Carroll Financial Associates, Inc. | 12 | 12 | 0.00% | 0.03% | 0.05% | Q1 2019 | Q4 2021 | 12 |
Kistler-Tiffany Companies, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2021 | 12 |
Source Financial Advisors LLC | 12 | 12 | 0.11% | 0.21% | 0.27% | Q4 2020 | Q3 2023 | 12 |
PFG Advisors | 7 | 5 | 0.04% | 0.11% | 0.17% | Q2 2020 | Q3 2023 | 12 |
MANCHESTER FINANCIAL INC | 12 | 12 | 1.30% | 1.84% | 2.83% | Q4 2020 | Q3 2023 | 12 |
Meridian Wealth Management, LLC | 12 | 12 | 0.05% | 0.08% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.01% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Psagot Value Holdings Ltd. | 12 | 12 | 0.06% | 0.21% | 0.47% | Q4 2018 | Q3 2021 | 12 |
GAMBLE JONES INVESTMENT COUNSEL | 12 | 12 | 0.10% | 0.12% | 0.14% | Q1 2020 | Q4 2022 | 12 |
Spire Wealth Management | 11 | 11 | 0.03% | 0.08% | 0.22% | Q1 2021 | Q3 2023 | 11 |
WHITTIER TRUST CO | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Concord Wealth Partners | 7 | 4 | 0.02% | 0.15% | 1.32% | Q4 2020 | Q3 2023 | 11 |
PEAK6 Investments LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 11 |
Welch Group, LLC | 11 | 11 | 0.02% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 11 |
WESPAC Advisors, LLC | 4 | 1 | 0.46% | 1.10% | 2.44% | Q1 2017 | Q3 2023 | 11 |
Bell Rock Capital LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q4 2019 | 11 |
ALBION FINANCIAL GROUP /UT | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
Cadent Capital Advisors, LLC | 11 | 11 | 0.24% | 0.46% | 2.40% | Q4 2020 | Q2 2023 | 11 |
CHURCHILL MANAGEMENT Corp | 7 | 4 | 0.15% | 1.10% | 4.57% | Q1 2019 | Q4 2021 | 11 |
Future Financial Wealth Managment LLC | 11 | 11 | 0.24% | 0.53% | 1.26% | Q4 2020 | Q2 2023 | 11 |
Ameritas Investment Company, LLC | 11 | 11 | 0.08% | 0.15% | 0.21% | Q1 2019 | Q3 2021 | 11 |
55I, LLC | 11 | 11 | 0.10% | 0.81% | 2.03% | Q1 2020 | Q3 2022 | 11 |
Ifrah Financial Services, Inc. | 11 | 11 | 0.07% | 0.11% | 0.15% | Q4 2019 | Q2 2022 | 11 |
Renaissance Investment Group LLC | 8 | 1 | 0.06% | 0.07% | 0.09% | Q4 2019 | Q2 2023 | 11 |
Chicago Partners Investment Group LLC | 5 | 2 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 11 |
FIRST MANHATTAN CO. LLC. | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2022 | 11 |
Gradient Investments LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 11 |
Timber Hill LLC | 6 | 2 | 0.00% | 0.03% | 0.15% | Q3 2013 | Q4 2017 | 11 |
Lehman & Derafelo Financial Resources LLC | 11 | 11 | 0.00% | 1.51% | 2.40% | Q2 2020 | Q4 2022 | 11 |
TRUSTCORE FINANCIAL SERVICES, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2022 | 11 |
EQ LLC | 11 | 11 | 0.74% | 1.27% | 4.34% | Q4 2020 | Q2 2023 | 11 |
CreativeOne Wealth, LLC | 11 | 11 | 0.02% | 0.07% | 0.23% | Q4 2020 | Q2 2023 | 11 |
Qube Research & Technologies Ltd | 5 | 1 | 0.00% | 0.05% | 0.18% | Q4 2019 | Q2 2023 | 11 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Lumature Wealth Partners, LLC | 11 | 11 | 0.06% | 0.11% | 0.37% | Q4 2020 | Q2 2023 | 11 |
PRW Wealth Management LLC | 10 | 1 | 0.14% | 0.23% | 0.33% | Q4 2018 | Q3 2021 | 11 |
Marcum Wealth, LLC | 11 | 11 | 0.02% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 11 |
PALLADIEM, LLC | 11 | 11 | 2.01% | 2.29% | 2.97% | Q1 2021 | Q3 2023 | 11 |
CONDOR CAPITAL MANAGEMENT | 11 | 11 | 0.05% | 0.07% | 0.10% | Q3 2013 | Q1 2016 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.02% | 0.17% | 0.98% | Q4 2020 | Q2 2023 | 11 |
SEI INVESTMENTS CO | 6 | 5 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2020 | 11 |
Mariner, LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 11 |
Hall Private Wealth Advisors | 10 | 1 | 3.63% | 6.75% | 8.67% | Q4 2020 | Q3 2023 | 11 |
Westshore Wealth, LLC | 10 | 1 | 0.26% | 0.34% | 0.46% | Q4 2019 | Q2 2023 | 11 |
Clean Yield Group | 10 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 11 |
Clark Capital Management Group, Inc. | 2 | 1 | 0.04% | 0.26% | 0.48% | Q2 2013 | Q3 2018 | 10 |
EPG Wealth Management LLC | 5 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 10 |
COMERICA SECURITIES,INC. | 8 | 1 | 0.00% | 0.10% | 0.26% | Q3 2019 | Q4 2022 | 10 |
Evercore Wealth Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2017 | 10 |
Pinnacle Advisory Group, Inc. | 4 | 2 | 0.12% | 1.28% | 3.46% | Q2 2013 | Q1 2021 | 10 |
PSI Advisors, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 10 |
Castle Rock Wealth Management, LLC | 10 | 10 | 0.22% | 0.80% | 1.03% | Q4 2019 | Q1 2022 | 10 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2018 | 10 |
Legend Financial Advisors, Inc. | 10 | 10 | 0.02% | 0.82% | 2.95% | Q2 2021 | Q3 2023 | 10 |
Apollon Wealth Management, LLC | 8 | 1 | 0.02% | 0.10% | 0.47% | Q2 2020 | Q3 2023 | 10 |
EXANE DERIVATIVES | 10 | 10 | 0.00% | 0.19% | 0.84% | Q1 2020 | Q2 2022 | 10 |
F3Logic, LLC | 8 | 2 | 0.03% | 0.04% | 0.09% | Q4 2019 | Q4 2022 | 10 |
Teamwork Financial Advisors, LLC | 4 | 3 | 0.10% | 0.29% | 0.52% | Q2 2020 | Q2 2023 | 10 |
Venture Visionary Partners LLC | 10 | 10 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Vigilant Capital Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 10 |
Sandbox Financial Partners, LLC | 10 | 10 | 0.12% | 0.22% | 0.36% | Q2 2021 | Q3 2023 | 10 |
Asset Planning Services, Ltd. | 8 | 2 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2019 | 10 |
Sage Mountain Advisors LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 10 |
ONE Advisory Partners, LLC | 10 | 10 | 0.15% | 1.37% | 3.16% | Q2 2020 | Q3 2022 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.05% | 0.12% | 0.16% | Q1 2021 | Q3 2023 | 10 |
MONTAG A & ASSOCIATES INC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 10 |
Rosenberg Matthew Hamilton | 9 | 1 | 0.00% | 0.12% | 0.20% | Q4 2020 | Q3 2023 | 10 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 9 | 1 | 0.03% | 0.06% | 0.08% | Q4 2019 | Q3 2023 | 10 |
OPPENHEIMER ASSET MANAGEMENT INC. | 6 | 4 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q4 2021 | 10 |
CENTRAL TRUST Co | 7 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 10 |
MBE Wealth Management, LLC | 10 | 10 | 0.00% | 1.23% | 3.05% | Q1 2020 | Q2 2022 | 10 |
Intelligence Driven Advisers, LLC | 10 | 10 | 0.04% | 1.90% | 3.42% | Q3 2020 | Q4 2022 | 10 |
Private Ocean, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2023 | 10 |
MUFG Americas Holdings Corp | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2022 | 10 |
HFR Wealth Management, LLC | 10 | 10 | 0.08% | 0.10% | 0.11% | Q2 2021 | Q3 2023 | 10 |
EMFO, LLC | 10 | 10 | 0.14% | 0.16% | 0.19% | Q2 2021 | Q3 2023 | 10 |
Snider Financial Group | 10 | 10 | 1.57% | 2.10% | 2.53% | Q2 2021 | Q3 2023 | 10 |
Element Wealth, LLC | 8 | 2 | 0.00% | 0.03% | 0.16% | Q1 2020 | Q3 2022 | 10 |
High Falls Advisors, Inc | 9 | 1 | 0.06% | 0.95% | 3.12% | Q2 2020 | Q4 2022 | 10 |
ADIRONDACK TRUST CO | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 10 |
Visionary Wealth Advisors | 10 | 10 | 0.02% | 0.16% | 0.40% | Q1 2021 | Q2 2023 | 10 |
Willingdon Wealth Management | 10 | 10 | 0.00% | 0.06% | 0.12% | Q4 2017 | Q1 2020 | 10 |
Arete Wealth Advisors, LLC | 10 | 10 | 0.03% | 0.16% | 1.12% | Q1 2021 | Q2 2023 | 10 |
Vestmark Advisory Solutions, Inc. | 7 | 1 | 0.01% | 0.03% | 0.07% | Q1 2019 | Q2 2022 | 10 |
Spectrum Management Group, LLC | 9 | 9 | 0.01% | 0.34% | 0.89% | Q2 2020 | Q2 2022 | 9 |
PARK AVENUE SECURITIES LLC | 9 | 9 | 0.06% | 0.79% | 1.94% | Q2 2020 | Q2 2022 | 9 |
First Command Bank | 9 | 9 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q4 2022 | 9 |
Ellevest, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 9 |
Icon Wealth Partners, LLC | 9 | 9 | 0.14% | 0.50% | 1.10% | Q2 2020 | Q2 2022 | 9 |
TRUE Private Wealth Advisors | 6 | 1 | 0.01% | 0.16% | 0.94% | Q3 2016 | Q1 2021 | 9 |
Venturi Wealth Management, LLC | 5 | 4 | 0.04% | 0.07% | 0.12% | Q2 2020 | Q3 2023 | 9 |
MONEY CONCEPTS CAPITAL CORP | 7 | 2 | 0.01% | 0.03% | 0.11% | Q4 2020 | Q2 2023 | 9 |
CAPITAL ONE FINANCIAL CORP | 9 | 9 | 0.04% | 0.07% | 0.16% | Q1 2020 | Q1 2022 | 9 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 4 | 1 | 0.00% | 0.04% | 0.26% | Q4 2014 | Q4 2022 | 9 |
Aveo Capital Partners, LLC | 9 | 9 | 0.09% | 0.73% | 1.32% | Q2 2017 | Q2 2019 | 9 |
Antonetti Capital Management LLC | 8 | 1 | 0.01% | 0.04% | 0.27% | Q2 2013 | Q3 2023 | 9 |
BREITER CAPITAL MANAGEMENT INC | 7 | 2 | 0.42% | 0.56% | 0.72% | Q2 2019 | Q3 2021 | 9 |
Beacon Pointe Advisors, LLC | 9 | 9 | 0.01% | 0.01% | 0.03% | Q3 2021 | Q3 2023 | 9 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 9 | 9 | 0.01% | 0.06% | 0.07% | Q2 2020 | Q2 2022 | 9 |
McElhenny Sheffield Capital Management, LLC | 9 | 9 | 0.13% | 0.15% | 0.19% | Q3 2021 | Q3 2023 | 9 |
Capital Advisors, Ltd. LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 9 |
First Command Financial Services, Inc. | 9 | 9 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q4 2022 | 9 |
BB&T SECURITIES, LLC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2019 | 9 |
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 9 | 9 | 1.31% | 1.91% | 2.61% | Q3 2021 | Q3 2023 | 9 |
Squar Milner Financial Services LLC | 7 | 2 | 0.25% | 0.37% | 0.53% | Q4 2017 | Q1 2020 | 9 |
Fortis Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2023 | 9 |
Magnus Financial Group LLC | 9 | 9 | 0.02% | 0.09% | 0.13% | Q2 2020 | Q2 2022 | 9 |
OneDigital Investment Advisors LLC | 5 | 1 | 0.00% | 0.05% | 0.11% | Q2 2017 | Q3 2023 | 9 |
Portfolio Strategies, Inc. | 6 | 1 | 0.64% | 1.26% | 2.23% | Q4 2017 | Q3 2021 | 9 |
Rathbones Group PLC | 7 | 2 | 0.00% | 0.01% | 0.05% | Q3 2019 | Q4 2021 | 9 |
GPM Growth Investors, Inc. | 9 | 9 | 0.23% | 0.32% | 0.39% | Q2 2021 | Q2 2023 | 9 |
Genesee Capital Advisors, LLC | 9 | 9 | 0.54% | 0.84% | 0.98% | Q4 2018 | Q4 2020 | 9 |
Virtu KCG Holdings LLC | 4 | 1 | 0.00% | 0.02% | 0.04% | Q3 2013 | Q1 2017 | 9 |
Meridian Wealth Advisors, LLC | 6 | 3 | 0.05% | 0.08% | 0.14% | Q2 2019 | Q1 2022 | 9 |
CAROLINAS WEALTH CONSULTING LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2022 | 9 |
PFG Private Wealth Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
BerganKDV Wealth Management, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2020 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.02% | 0.08% | 0.16% | Q3 2021 | Q3 2023 | 9 |
Quantitative Investment Management, LLC | 3 | 1 | 0.04% | 0.15% | 0.31% | Q2 2020 | Q3 2023 | 9 |
OmniStar Financial Group, Inc. | 9 | 9 | 0.52% | 2.14% | 3.38% | Q2 2020 | Q2 2022 | 9 |
WOLFF WIESE MAGANA LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 9 |
Sanford Advisory Services, LLC | 9 | 9 | 0.09% | 0.13% | 0.15% | Q4 2020 | Q4 2022 | 9 |
PrairieView Partners, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q1 2023 | 9 |
TNF LLC | 9 | 9 | 0.17% | 0.26% | 0.35% | Q3 2021 | Q3 2023 | 9 |
Risk Paradigm Group, LLC | 8 | 1 | 0.01% | 0.16% | 0.43% | Q3 2016 | Q4 2018 | 9 |
Professional Financial Advisors, LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2022 | 9 |
NIEMANN CAPITAL MANAGEMENT INC | 4 | 1 | 0.28% | 4.43% | 11.98% | Q4 2014 | Q2 2020 | 9 |
StrategIQ Financial Group, LLC | 9 | 9 | 0.03% | 0.08% | 0.12% | Q3 2021 | Q3 2023 | 9 |
WESBANCO BANK INC | 5 | 3 | 0.01% | 0.03% | 0.04% | Q1 2017 | Q1 2019 | 8 |
TECTONIC ADVISORS LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q4 2022 | 8 |
Crumly & Associates Inc. | 8 | 8 | 0.41% | 2.15% | 4.70% | Q4 2021 | Q3 2023 | 8 |
GUERRA PAN ADVISORS, LLC | 8 | 8 | 0.78% | 0.92% | 1.00% | Q4 2021 | Q3 2023 | 8 |
Intrua Financial, LLC | 8 | 8 | 0.04% | 0.15% | 0.24% | Q2 2020 | Q1 2022 | 8 |
Larson Financial Group LLC | 6 | 2 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 8 |
DELTA ASSET MANAGEMENT LLC/TN | 8 | 8 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 8 | 8 | 0.00% | 1.52% | 5.04% | Q4 2021 | Q3 2023 | 8 |
USCA RIA LLC | 8 | 8 | 0.02% | 0.10% | 0.14% | Q3 2019 | Q2 2021 | 8 |
Thrive Capital Management, LLC | 8 | 8 | 0.95% | 1.10% | 1.37% | Q4 2021 | Q3 2023 | 8 |
Destiny Wealth Partners, LLC | 6 | 2 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q4 2022 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Cascade Investment Advisors, Inc. | 7 | 1 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q1 2023 | 8 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 8 | 8 | 0.02% | 0.04% | 0.06% | Q3 2020 | Q2 2022 | 8 |
LIBERTY WEALTH MANAGEMENT LLC | 8 | 8 | 0.02% | 0.61% | 1.29% | Q2 2020 | Q1 2022 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
WFA Asset Management Corp | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Verity Asset Management, Inc. | 5 | 1 | 0.14% | 0.96% | 1.52% | Q1 2017 | Q2 2023 | 8 |
MARSHALL WACE, LLP | 4 | 1 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q2 2023 | 8 |
Amundi | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.14% | 0.18% | 0.21% | Q4 2021 | Q3 2023 | 8 |
Cardinal Strategic Wealth Guidance | 8 | 8 | 0.00% | 0.73% | 1.51% | Q1 2021 | Q4 2022 | 8 |
PCG Wealth Advisors, LLC | 8 | 8 | 0.26% | 0.32% | 0.44% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
CVA Family Office, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 8 |
Sterling Investment Counsel, LLC | 8 | 8 | 0.24% | 0.27% | 0.30% | Q4 2021 | Q3 2023 | 8 |
Integrity Financial Corp /WA | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
CAMBRIDGE TRUST CO | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Samalin Investment Counsel, LLC | 7 | 1 | 0.14% | 0.15% | 0.19% | Q4 2019 | Q1 2022 | 8 |
Security Financial Services, INC. | 8 | 8 | 0.16% | 0.35% | 0.51% | Q4 2021 | Q3 2023 | 8 |
Vectors Research Management, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q2 2022 | 8 |
Foundations Investment Advisors, LLC | 6 | 2 | 0.01% | 0.02% | 0.06% | Q4 2020 | Q3 2023 | 8 |
PRIMORIS WEALTH ADVISORS, LLC | 8 | 8 | 1.48% | 1.88% | 2.30% | Q4 2021 | Q3 2023 | 8 |
Mayflower Financial Advisors, LLC | 8 | 8 | 0.05% | 0.08% | 0.12% | Q1 2021 | Q4 2022 | 8 |
Money Design Co.,Ltd. | 8 | 8 | 0.00% | 0.45% | 0.88% | Q4 2021 | Q3 2023 | 8 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 0.08% | 0.12% | 0.14% | Q4 2021 | Q3 2023 | 8 |
PARAGON FINANCIAL PARTNERS, INC. | 8 | 8 | 0.92% | 1.10% | 1.32% | Q4 2021 | Q3 2023 | 8 |
Pensionmark Financial Group, LLC | 8 | 8 | 0.04% | 0.10% | 0.17% | Q2 2020 | Q1 2022 | 8 |
MMBG INVESTMENT ADVISORS CO. | 8 | 8 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Martin Capital Advisors, LLP | 8 | 8 | 0.23% | 0.30% | 0.42% | Q4 2021 | Q3 2023 | 8 |
Leelyn Smith, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q4 2022 | 8 |
Mason & Associates Inc | 8 | 8 | 1.04% | 1.48% | 2.77% | Q4 2021 | Q3 2023 | 8 |
Wedmont Private Capital | 8 | 8 | 0.04% | 0.08% | 0.14% | Q4 2021 | Q3 2023 | 8 |
FINANCIAL ADVISORY PARTNERS, LLC | 8 | 8 | 0.12% | 0.14% | 0.15% | Q4 2021 | Q3 2023 | 8 |
Secure Asset Management, LLC | 8 | 8 | 0.12% | 0.31% | 0.48% | Q4 2021 | Q3 2023 | 8 |
JMAC ENTERPRISES LLC | 8 | 8 | 0.81% | 0.85% | 0.88% | Q4 2021 | Q3 2023 | 8 |
Aspire Wealth Management Corp | 8 | 8 | 0.01% | 0.05% | 0.20% | Q4 2021 | Q3 2023 | 8 |
J Arnold Wealth Management Co | 5 | 1 | 0.49% | 3.68% | 10.01% | Q4 2019 | Q3 2023 | 8 |
Winch Advisory Services, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2021 | 8 |
City State Bank | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
SFI Advisors, LLC | 8 | 8 | 0.44% | 2.13% | 3.44% | Q4 2021 | Q3 2023 | 8 |
C2C Wealth Management, LLC | 8 | 8 | 0.22% | 0.29% | 0.34% | Q4 2021 | Q3 2023 | 8 |
Activest Wealth Management | 6 | 1 | 0.10% | 0.27% | 0.38% | Q1 2021 | Q3 2023 | 8 |
One Capital Management, LLC | 8 | 8 | 0.01% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
FLC Capital Advisors | 8 | 8 | 0.08% | 0.56% | 0.90% | Q2 2020 | Q1 2022 | 8 |
One Wealth Advisors, LLC | 7 | 1 | 0.01% | 0.23% | 0.46% | Q4 2020 | Q4 2022 | 8 |
Wealthfront Advisers LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Retirement Planning Co of New England, Inc. | 8 | 8 | 0.46% | 0.64% | 0.69% | Q4 2021 | Q3 2023 | 8 |
Summit Place Financial Advisors, LLC | 8 | 8 | 0.18% | 0.41% | 0.90% | Q3 2020 | Q2 2022 | 8 |
Lineweaver Wealth Advisors, LLC | 8 | 8 | 0.07% | 0.86% | 1.85% | Q2 2020 | Q1 2022 | 8 |
HawsGoodwin Investment Management LLC | 7 | 7 | 1.28% | 1.92% | 2.49% | Q2 2020 | Q4 2021 | 7 |
VIVID FINANCIAL MANAGEMENT, INC. | 7 | 7 | 0.14% | 1.10% | 2.00% | Q2 2020 | Q4 2021 | 7 |
Li Winifred I | 7 | 7 | 0.11% | 0.25% | 0.33% | Q2 2013 | Q4 2014 | 7 |
Renaissance Technologies | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2022 | 7 |
Bay Rivers Group | 7 | 7 | 1.58% | 1.66% | 1.81% | Q3 2020 | Q1 2022 | 7 |
Peterson Wealth Services | 7 | 7 | 0.10% | 1.20% | 1.55% | Q4 2021 | Q2 2023 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 1.64% | 1.81% | 2.03% | Q1 2022 | Q3 2023 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.09% | 0.22% | 0.30% | Q2 2013 | Q4 2014 | 7 |
Copperleaf Capital, LLC | 7 | 7 | 0.58% | 0.78% | 1.12% | Q4 2020 | Q2 2022 | 7 |
Houlihan Financial Resource Group, Ltd. | 3 | 1 | 0.22% | 0.30% | 0.42% | Q4 2019 | Q3 2023 | 7 |
HOWARD CAPITAL MANAGEMENT | 7 | 7 | 0.04% | 1.61% | 2.04% | Q3 2018 | Q1 2020 | 7 |
Moisand Fitzgerald Tamayo, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
J. Goldman & Co LP | 7 | 7 | 0.03% | 0.06% | 0.11% | Q4 2019 | Q2 2021 | 7 |
Weaver Consulting Group | 7 | 7 | 0.03% | 0.05% | 0.07% | Q1 2019 | Q3 2020 | 7 |
Phraction Management LLC | 7 | 7 | 0.23% | 0.29% | 0.35% | Q1 2022 | Q3 2023 | 7 |
Tranquility Partners, LLC | 7 | 7 | 0.11% | 0.13% | 0.15% | Q3 2021 | Q1 2023 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q2 2022 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Insight Advisors, LLC/ PA | 7 | 7 | 0.07% | 0.41% | 0.74% | Q4 2020 | Q2 2022 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.02% | 0.10% | 0.36% | Q1 2021 | Q4 2022 | 7 |
MIRABELLA FINANCIAL SERVICES LLP | 3 | 1 | 0.06% | 1.47% | 3.56% | Q2 2020 | Q2 2023 | 7 |
Bison Wealth, LLC | 5 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 7 |
Clear Harbor Asset Management, LLC | 7 | 7 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
L & S Advisors Inc | 3 | 1 | 0.03% | 0.04% | 0.06% | Q1 2018 | Q3 2023 | 7 |
WealthPLAN Partners, LLC | 5 | 2 | 0.00% | 0.02% | 0.03% | Q2 2016 | Q1 2021 | 7 |
Independent Portfolio Consultants, Inc. | 7 | 7 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q2 2017 | 7 |
JOURNEY STRATEGIC WEALTH LLC | 6 | 1 | 0.01% | 0.06% | 0.14% | Q4 2021 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.06% | 0.09% | 0.12% | Q1 2022 | Q3 2023 | 7 |
BESSEMER GROUP INC | 2 | 1 | 0.00% | 0.00% | 0.02% | Q1 2016 | Q4 2022 | 7 |
Private Vista, LLC | 6 | 1 | 0.04% | 0.06% | 0.11% | Q3 2018 | Q2 2020 | 7 |
Keystone Wealth Services, LLC | 7 | 7 | 0.09% | 0.15% | 0.26% | Q4 2021 | Q2 2023 | 7 |
BW Gestao de Investimentos Ltda. | 7 | 7 | 0.68% | 1.62% | 2.17% | Q2 2018 | Q4 2019 | 7 |
SWARTHMORE GROUP INC | 7 | 7 | 1.59% | 2.18% | 3.03% | Q1 2019 | Q3 2020 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
CUTLER INVESTMENT COUNSEL LLC | 7 | 7 | 0.08% | 0.10% | 0.12% | Q1 2022 | Q3 2023 | 7 |
Axiom Investment Management LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q2 2021 | 7 |
MORRIS FINANCIAL CONCEPTS, INC. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
McClarren Financial Advisors, Inc. | 5 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
Mattern Wealth Management LLC | 7 | 7 | 0.09% | 0.23% | 0.58% | Q2 2020 | Q4 2021 | 7 |
Wealthspire Advisors, LLC | 5 | 2 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2023 | 7 |
TrinityPoint Wealth, LLC | 4 | 3 | 0.04% | 0.05% | 0.07% | Q3 2021 | Q2 2023 | 7 |
Avestar Capital, LLC | 7 | 7 | 0.05% | 0.52% | 0.88% | Q3 2020 | Q1 2022 | 7 |
Winslow, Evans & Crocker, Inc. | 6 | 1 | 0.07% | 0.09% | 0.10% | Q3 2016 | Q4 2020 | 7 |
Cooper Financial Group | 7 | 7 | 0.06% | 0.75% | 1.46% | Q2 2020 | Q4 2021 | 7 |
Cobble Hill Financial Services, INC | 7 | 7 | 0.05% | 0.10% | 0.13% | Q1 2013 | Q3 2014 | 7 |
Kavar Capital Partners, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q2 2019 | 7 |
Horst & Graben Wealth Management LLC | 6 | 6 | 0.06% | 0.56% | 1.01% | Q2 2020 | Q3 2021 | 6 |
Point Break Capital Management, LLC | 6 | 6 | 0.03% | 0.09% | 0.18% | Q3 2020 | Q4 2021 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.06% | 0.07% | 0.07% | Q2 2022 | Q3 2023 | 6 |
NATIONAL PLANNING CORP | 5 | 1 | 0.00% | 0.05% | 0.10% | Q4 2014 | Q3 2017 | 6 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
PURA VIDA INVESTMENTS, LLC | 3 | 1 | 0.77% | 2.49% | 4.79% | Q1 2019 | Q4 2020 | 6 |
Rede Wealth, LLC | 6 | 6 | 0.10% | 0.13% | 0.15% | Q4 2020 | Q1 2022 | 6 |
Selective Wealth Management, Inc. | 5 | 1 | 0.01% | 0.03% | 0.06% | Q2 2020 | Q2 2022 | 6 |
SEAVIEW INVESTMENT MANAGERS LLC | 4 | 2 | 0.38% | 0.61% | 0.73% | Q3 2020 | Q2 2022 | 6 |
Danda Trouve Investment Management, Inc. | 5 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2022 | 6 |
True Link Financial Advisors, LLC | 6 | 6 | 0.06% | 0.39% | 0.72% | Q4 2020 | Q1 2022 | 6 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.07% | 0.37% | Q3 2017 | Q3 2023 | 6 |
Capital Market Strategies LLC | 5 | 1 | 0.19% | 0.26% | 0.38% | Q4 2021 | Q2 2023 | 6 |
CFS Investment Advisory Services, LLC | 4 | 1 | 0.06% | 0.34% | 1.35% | Q4 2020 | Q2 2023 | 6 |
Avion Wealth | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
FLOW TRADERS U.S. LLC | 4 | 2 | 0.03% | 0.11% | 0.40% | Q3 2020 | Q3 2023 | 6 |
Northwest Capital Management Inc | 4 | 2 | 0.00% | 0.17% | 0.32% | Q2 2021 | Q3 2023 | 6 |
STRATEGIC WEALTH MANAGEMENT INC | 6 | 6 | 1.93% | 2.19% | 2.57% | Q3 2020 | Q4 2021 | 6 |
EVOKE WEALTH, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
RDA Financial Network | 4 | 2 | 0.09% | 0.16% | 0.24% | Q2 2020 | Q4 2021 | 6 |
SWMG, LLC | 6 | 6 | 0.15% | 0.59% | 1.36% | Q4 2020 | Q1 2022 | 6 |
NEW ENGLAND SECURITIES CORP /MA/ | 6 | 6 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q4 2014 | 6 |
Missouri Trust & Investment Co | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 6 |
Corbenic Partners LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2022 | 6 |
Atlas Private Wealth Management, LLC | 6 | 6 | 0.04% | 0.04% | 0.05% | Q4 2019 | Q1 2021 | 6 |
SANDLER CAPITAL MANAGEMENT | 2 | 1 | 0.02% | 0.47% | 1.12% | Q1 2014 | Q3 2019 | 6 |
UBS AG | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Worth Asset Management, LLC | 6 | 6 | 0.00% | 0.09% | 0.12% | Q1 2022 | Q2 2023 | 6 |
ExodusPoint Capital Management, LP | 4 | 1 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2022 | 6 |
SHUFRO ROSE & CO LLC | 5 | 1 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 6 |
Eudaimonia Partners, LLC | 6 | 6 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q1 2021 | 6 |
UMB Bank, n.a. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Cascadia Advisory Services, LLC | 3 | 1 | 0.13% | 0.28% | 0.41% | Q4 2019 | Q3 2021 | 6 |
Bay Harbor Wealth Management, LLC | 6 | 6 | 0.07% | 0.48% | 0.81% | Q2 2020 | Q3 2021 | 6 |
HOWARD FINANCIAL SERVICES, LTD. | 5 | 1 | 0.05% | 0.08% | 0.11% | Q1 2021 | Q2 2023 | 6 |
FORTE ASSET MANAGEMENT LLC | 6 | 6 | 0.15% | 0.45% | 1.08% | Q2 2022 | Q3 2023 | 6 |
New Millennium Group LLC | 6 | 6 | 0.00% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
FDx Advisors, Inc. | 2 | 1 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q4 2020 | 6 |
ATLAS CAPITAL ADVISORS LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Covington Capital Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
Evolution Wealth Advisors, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2021 | 6 |
MARINO, STRAM & ASSOCIATES LLC | 5 | 1 | 0.10% | 0.11% | 0.13% | Q1 2021 | Q3 2022 | 6 |
M&R CAPITAL MANAGEMENT INC | 6 | 6 | 0.01% | 0.04% | 0.13% | Q3 2019 | Q4 2020 | 6 |
Freestone Capital Holdings, LLC | 4 | 2 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q4 2022 | 6 |
Pacifica Partners Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
Kaizen Financial Strategies | 4 | 2 | 0.43% | 0.47% | 0.55% | Q4 2020 | Q2 2022 | 6 |
Rice Partnership, LLC | 3 | 3 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 6 |
McCarthy Asset Management, Inc. | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2022 | 6 |
Williams Financial, LLC | 6 | 6 | 0.23% | 0.44% | 0.91% | Q4 2020 | Q1 2022 | 6 |
KINGS POINT CAPITAL MANAGEMENT | 5 | 1 | 0.00% | 0.03% | 0.04% | Q1 2020 | Q1 2022 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Compagnie Lombard Odier SCmA | 2 | 1 | 0.00% | 0.00% | 0.02% | Q3 2019 | Q3 2023 | 5 |
JAMES INVESTMENT RESEARCH INC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q1 2023 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 5 |
ROWLANDMILLER & PARTNERS.ADV | 2 | 1 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q2 2023 | 5 |
PAX Financial Group, LLC | 5 | 5 | 1.02% | 1.83% | 2.09% | Q1 2020 | Q1 2021 | 5 |
TWO SIGMA INVESTMENTS, LP | 3 | 2 | 0.00% | 0.01% | 0.04% | Q2 2022 | Q3 2023 | 5 |
Argentus Capital Management, LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2016 | 5 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2018 | 5 |
DEUTSCHE BANK AG\ | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2014 | 5 |
Psagot Value Holdings Ltd. / (Israel) | 2 | 1 | 0.14% | 0.47% | 1.04% | Q3 2021 | Q3 2023 | 5 |
Banco Santander, S.A. | 5 | 5 | 0.02% | 0.04% | 0.05% | Q3 2021 | Q3 2022 | 5 |
EATON VANCE MANAGEMENT | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 5 | 5 | 0.04% | 0.05% | 0.05% | Q2 2021 | Q2 2022 | 5 |
DOWLING & YAHNKE LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2022 | 5 |
CITIZENS FINANCIAL GROUP INC/RI | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q2 2023 | 5 |
Octavia Wealth Advisors, LLC | 5 | 5 | 0.06% | 0.13% | 0.36% | Q4 2020 | Q4 2021 | 5 |
Edge Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2015 | 5 |
SHEETS SMITH WEALTH MANAGEMENT | 4 | 1 | 0.01% | 0.32% | 0.43% | Q2 2020 | Q3 2023 | 5 |
Faithward Advisors, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 5 |
PROFESSIONAL PLANNING | 4 | 1 | 0.50% | 0.55% | 0.61% | Q2 2020 | Q3 2021 | 5 |
TRUEWEALTH LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
WCG Wealth Advisors LLC | 3 | 1 | 0.01% | 0.07% | 0.11% | Q2 2022 | Q3 2023 | 5 |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 3 | 1 | 0.07% | 0.23% | 0.51% | Q2 2020 | Q2 2023 | 5 |
Pallas Capital Advisors LLC | 3 | 2 | 0.03% | 0.10% | 0.28% | Q3 2021 | Q1 2023 | 5 |
Wagner Wealth Management, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 5 |
Y-Intercept (Hong Kong) Ltd | 3 | 2 | 0.03% | 0.10% | 0.22% | Q3 2021 | Q3 2023 | 5 |
Avidian Wealth Solutions, LLC | 4 | 1 | 0.01% | 0.04% | 0.06% | Q2 2020 | Q1 2022 | 5 |
Tufton Capital Management | 3 | 2 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q2 2023 | 5 |
ALLIANCEBERNSTEIN L.P. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
CHILTON CAPITAL MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
Ferguson Shapiro LLC | 5 | 5 | 1.49% | 3.27% | 4.94% | Q4 2019 | Q4 2020 | 5 |
Advanced Asset Management Advisors Inc | 4 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q4 2022 | 5 |
WealthSpring Partners, LLC | 5 | 5 | 0.71% | 0.78% | 0.80% | Q3 2022 | Q3 2023 | 5 |
Horizon Investments, LLC | 2 | 1 | 1.49% | 2.35% | 3.37% | Q2 2016 | Q3 2018 | 5 |
GREENUP STREET WEALTH MANAGEMENT LLC | 5 | 5 | 1.18% | 2.32% | 3.56% | Q4 2021 | Q4 2022 | 5 |
HUNTINGTON NATIONAL BANK | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 5 |
STRINGER ASSET MANAGEMENT, LLC | 3 | 2 | 4.37% | 4.93% | 5.31% | Q1 2016 | Q2 2019 | 5 |
WBH ADVISORY INC | 4 | 1 | 0.02% | 0.08% | 0.17% | Q3 2021 | Q2 2023 | 5 |
Annapolis Financial Services, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
EWG Elevate Inc. | 2 | 1 | 0.16% | 2.13% | 3.04% | Q4 2019 | Q2 2023 | 5 |
TUDOR INVESTMENT CORP ET AL | 4 | 1 | 0.01% | 0.03% | 0.05% | Q4 2021 | Q1 2023 | 5 |
HHM Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
TWO SIGMA ADVISERS, LP | 3 | 2 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 5 |
Global Assets Advisory, LLC | 5 | 5 | 0.77% | 1.03% | 1.28% | Q3 2022 | Q3 2023 | 5 |
Strengthening Families & Communities, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
BRIGHTON JONES LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q4 2021 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.12% | 0.15% | 0.28% | Q3 2021 | Q3 2022 | 5 |
S.C. Financial Services, Inc. | 5 | 5 | 0.41% | 0.50% | 0.57% | Q4 2021 | Q4 2022 | 5 |
Great Diamond Partners, LLC | 5 | 5 | 0.12% | 0.16% | 0.20% | Q4 2019 | Q4 2020 | 5 |
Riggs Asset Managment Co. Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
Wealth Alliance | 2 | 1 | 0.04% | 0.08% | 0.13% | Q4 2020 | Q2 2022 | 5 |
BHF RG Capital Inc. | 5 | 5 | 0.97% | 2.36% | 3.68% | Q2 2020 | Q2 2021 | 5 |
United Asset Strategies, Inc. | 2 | 1 | 0.04% | 0.09% | 0.22% | Q3 2017 | Q4 2022 | 5 |
WealthOne, LLC | 2 | 1 | 0.09% | 0.30% | 0.67% | Q4 2018 | Q4 2022 | 5 |
AlphaMark Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
BOYS ARNOLD & CO INC | 3 | 1 | 0.03% | 0.04% | 0.05% | Q4 2018 | Q1 2020 | 4 |
MILESTONE WEALTH, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Van Hulzen Asset Management, LLC | 4 | 4 | 0.05% | 0.12% | 0.15% | Q2 2020 | Q1 2021 | 4 |
Austin Private Wealth, LLC | 4 | 4 | 0.38% | 0.52% | 0.68% | Q2 2020 | Q1 2021 | 4 |
Cresset Asset Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 4 |
Q3 Asset Management | 2 | 1 | 2.36% | 3.34% | 4.67% | Q2 2018 | Q3 2019 | 4 |
Modus Advisors, LLC | 3 | 1 | 0.03% | 0.13% | 0.20% | Q4 2019 | Q2 2021 | 4 |
American Financial Network Advisory Services LLC | 2 | 1 | 0.07% | 0.13% | 0.18% | Q4 2017 | Q2 2019 | 4 |
Trek Financial, LLC | 4 | 4 | 0.10% | 0.17% | 0.20% | Q2 2020 | Q1 2021 | 4 |
Fiduciary Planning LLC | 3 | 1 | 0.01% | 0.51% | 1.99% | Q4 2019 | Q1 2021 | 4 |
Hanlon Investment Management, Inc. | 4 | 4 | 0.05% | 0.11% | 0.21% | Q2 2020 | Q1 2021 | 4 |
Focused Wealth Management, Inc | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 4 |
Karn, Couzens & Associates, Inc. | 4 | 4 | 0.16% | 0.21% | 0.26% | Q4 2020 | Q3 2021 | 4 |
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
FAS Wealth Partners, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 0.97% | 1.02% | 1.10% | Q4 2018 | Q4 2019 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
CIC Wealth, LLC | 4 | 4 | 0.51% | 0.59% | 0.65% | Q4 2022 | Q3 2023 | 4 |
Prosperity Financial Group, Inc. | 4 | 4 | 0.18% | 0.26% | 0.31% | Q4 2022 | Q3 2023 | 4 |
Watson Rebecca | 4 | 4 | 0.59% | 1.95% | 3.38% | Q4 2019 | Q3 2020 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
SigFig Wealth Management, LLC | 4 | 4 | 0.02% | 0.04% | 0.05% | Q2 2020 | Q1 2021 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4 | 4 | 0.14% | 0.24% | 0.47% | Q4 2022 | Q3 2023 | 4 |
Cerity Partners LLC | 4 | 4 | 0.00% | 0.02% | 0.06% | Q4 2022 | Q3 2023 | 4 |
VitalStone Financial, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 4 | 4 | 0.23% | 0.39% | 0.64% | Q1 2021 | Q4 2021 | 4 |
Phoenix Wealth Advisors | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q3 2021 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Strategic Investment Solutions, Inc. /IL | 4 | 4 | 0.06% | 0.14% | 0.26% | Q4 2022 | Q3 2023 | 4 |
CoreCap Advisors, LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 4 |
Eaton Financial Holdings Company, LLC | 4 | 4 | 0.46% | 1.25% | 1.56% | Q4 2022 | Q3 2023 | 4 |
Summit X, LLC | 4 | 4 | 0.40% | 1.31% | 3.43% | Q2 2020 | Q1 2021 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 2 | 1 | 0.04% | 0.07% | 0.09% | Q2 2022 | Q3 2023 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Penserra Capital Management LLC | 1 | 1 | 0.01% | 0.16% | 0.37% | Q3 2018 | Q3 2023 | 4 |
BlackRock Institutional Trust Company, N.A. | 4 | 4 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q4 2016 | 4 |
Scarborough Advisors, LLC | 4 | 4 | 0.43% | 0.69% | 0.94% | Q4 2021 | Q3 2022 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Successful Portfolios LLC | 4 | 4 | 0.17% | 0.22% | 0.26% | Q2 2020 | Q1 2021 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 0.10% | 0.13% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Candriam S.C.A. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
StrongBox Wealth, LLC | 4 | 4 | 0.22% | 0.24% | 0.26% | Q2 2021 | Q1 2022 | 4 |
FinDec Wealth Services, Inc. | 4 | 4 | 4.52% | 5.11% | 5.63% | Q4 2022 | Q3 2023 | 4 |
SHINE INVESTMENT ADVISORY SERVICES INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q2 2020 | 4 |
Fermata Advisors, LLC | 4 | 4 | 0.14% | 0.22% | 0.27% | Q2 2021 | Q1 2022 | 4 |
Ken Stern & Associates, Inc. | 2 | 2 | 1.36% | 2.49% | 3.58% | Q1 2017 | Q3 2018 | 4 |
Strategic Wealth Partners, Ltd. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q4 2018 | 4 |
Stone House Investment Management, LLC | 4 | 4 | 1.74% | 2.11% | 2.40% | Q2 2020 | Q1 2021 | 4 |
Harvest Investment Services, LLC | 4 | 4 | 0.14% | 0.16% | 0.17% | Q1 2019 | Q4 2019 | 4 |
Beacon Bridge Wealth Partners, LLC | 4 | 4 | 0.12% | 0.20% | 0.30% | Q4 2022 | Q3 2023 | 4 |
MATRIX PRIVATE CAPITAL GROUP LLC | 2 | 2 | 0.13% | 0.16% | 0.18% | Q4 2020 | Q4 2021 | 4 |
LEVEL FOUR FINANCIAL, LLC | 4 | 4 | 0.12% | 0.17% | 0.20% | Q4 2020 | Q3 2021 | 4 |
Private Portfolio Partners LLC | 4 | 4 | 0.12% | 0.19% | 0.23% | Q2 2020 | Q1 2021 | 4 |
Heirloom Wealth Management | 4 | 4 | 0.39% | 0.49% | 0.64% | Q4 2022 | Q3 2023 | 4 |
AVALON CAPITAL MANAGEMENT | 2 | 1 | 0.29% | 1.25% | 1.87% | Q2 2016 | Q1 2019 | 4 |
Gallacher Capital Management LLC | 4 | 4 | 0.39% | 0.42% | 0.44% | Q4 2022 | Q3 2023 | 4 |
Robinson Value Management, Ltd. | 4 | 4 | 0.30% | 0.37% | 0.42% | Q2 2017 | Q1 2018 | 4 |
Optiver Holding B.V. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 4 |
Mount Yale Investment Advisors, LLC | 4 | 4 | 0.10% | 0.13% | 0.14% | Q2 2020 | Q1 2021 | 4 |
Crewe Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Tri-Star Advisors Inc. | 4 | 4 | 1.06% | 1.45% | 1.72% | Q2 2020 | Q1 2021 | 4 |
Elmwood Wealth Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2019 | 4 |
Paradigm Financial Partners, LLC | 4 | 4 | 0.10% | 0.11% | 0.12% | Q2 2019 | Q1 2020 | 4 |
Alexandria Capital, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
LWMG, LLC | 4 | 4 | 0.16% | 0.32% | 0.72% | Q4 2022 | Q3 2023 | 4 |
Nalls Sherbakoff Group, LLC | 3 | 1 | 0.04% | 0.05% | 0.05% | Q4 2018 | Q3 2023 | 4 |
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC | 4 | 4 | 6.62% | 7.47% | 8.04% | Q4 2019 | Q3 2020 | 4 |
Miracle Mile Advisors, LLC | 4 | 4 | 0.06% | 0.12% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Clarus Wealth Advisors | 2 | 2 | 0.13% | 0.18% | 0.26% | Q1 2019 | Q3 2020 | 4 |
Merit Financial Group, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 4 |
Invst, LLC | 4 | 4 | 0.25% | 0.53% | 0.64% | Q2 2020 | Q1 2021 | 4 |
SteelPeak Wealth, LLC | 4 | 4 | 0.24% | 0.43% | 0.51% | Q2 2020 | Q1 2021 | 4 |
Stephens Consulting, LLC | 4 | 4 | 0.06% | 0.08% | 0.11% | Q4 2021 | Q3 2022 | 4 |
ARS Wealth Advisors, LLC | 3 | 3 | 0.12% | 0.12% | 0.13% | Q4 2020 | Q2 2021 | 3 |
Capital Investment Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
PRELUDE CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
ACCESS FINANCIAL SERVICES, INC. | 2 | 1 | 0.14% | 0.20% | 0.23% | Q4 2020 | Q2 2022 | 3 |
KARLINSKI ANDREW C | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
NewSquare Capital LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 3 |
Fulcrum Equity Management | 3 | 3 | 0.10% | 0.73% | 1.08% | Q2 2020 | Q4 2020 | 3 |
FIRST FOUNDATION ADVISORS | 2 | 1 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 3 |
Weatherstone Capital Management | 3 | 3 | 0.24% | 0.65% | 1.09% | Q3 2018 | Q1 2019 | 3 |
Main Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
VALLEY FINANCIAL MANAGEMENT, INC. | 3 | 3 | 0.63% | 0.85% | 1.03% | Q4 2022 | Q2 2023 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Sound Income Strategies, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Walleye Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q2 2023 | 3 |
PFG Investments, LLC | 3 | 3 | 0.49% | 0.53% | 0.57% | Q1 2023 | Q3 2023 | 3 |
Atom Investors LP | 3 | 3 | 0.25% | 0.68% | 1.42% | Q1 2021 | Q3 2021 | 3 |
Reilly Herbert Faulkner III | 3 | 3 | 0.10% | 0.11% | 0.11% | Q3 2020 | Q1 2021 | 3 |
MCIA Inc | 3 | 3 | 0.53% | 0.74% | 0.94% | Q3 2020 | Q1 2021 | 3 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 3 | 3 | 0.31% | 0.35% | 0.38% | Q2 2020 | Q4 2020 | 3 |
Johnson Financial Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
CHOREO, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Summit Trail Advisors, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
MIDWEST INVESTMENT MANAGEMENT LLC | 3 | 3 | 1.83% | 2.06% | 2.35% | Q2 2013 | Q4 2013 | 3 |
Ascent Group, LLC | 3 | 3 | 0.15% | 0.18% | 0.22% | Q2 2022 | Q4 2022 | 3 |
Wakefield Asset Management LLLP | 3 | 3 | 0.30% | 0.34% | 0.36% | Q2 2019 | Q4 2019 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q2 2020 | 3 |
Avalon Trust Co | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Financial Gravity Asset Management, Inc. | 3 | 3 | 0.12% | 0.20% | 0.30% | Q2 2019 | Q4 2019 | 3 |
HAP Trading, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q1 2023 | 3 |
SII INVESTMENTS INC/WI | 3 | 3 | 0.02% | 0.03% | 0.04% | Q2 2017 | Q4 2017 | 3 |
Ameliora Wealth Management Ltd. | 3 | 3 | 0.66% | 0.91% | 1.07% | Q4 2021 | Q2 2022 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Capital One Investing, Inc. | 3 | 3 | 0.10% | 0.10% | 0.10% | Q1 2019 | Q3 2019 | 3 |
MYCIO WEALTH PARTNERS, LLC | 3 | 3 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q4 2019 | 3 |
Summit Wealth Group, LLC | 1 | 1 | 0.17% | 2.48% | 5.73% | Q4 2020 | Q1 2023 | 3 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2015 | 3 |
Truadvice, LLC | 3 | 3 | 0.34% | 0.53% | 0.82% | Q3 2020 | Q1 2021 | 3 |
Disciplined Investments, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 3 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q4 2022 | 3 |
SYNOVUS FINANCIAL CORP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Mach-1 Financial Group, LLC | 2 | 1 | 0.01% | 0.02% | 0.05% | Q2 2022 | Q1 2023 | 3 |
Blue Chip Partners, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q2 2023 | 3 |
BOKF, NA | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2023 | 3 |
Forza Wealth Management, LLC | 3 | 3 | 0.57% | 0.63% | 0.68% | Q1 2023 | Q3 2023 | 3 |
Aldebaran Financial Inc. | 3 | 3 | 0.49% | 0.63% | 0.79% | Q3 2019 | Q1 2020 | 3 |
Stonebridge Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 3 |
Apexium Financial, LP | 3 | 3 | 0.13% | 0.18% | 0.21% | Q3 2021 | Q1 2022 | 3 |
Insight Wealth Strategies, LLC | 3 | 3 | 0.03% | 0.05% | 0.08% | Q4 2020 | Q2 2021 | 3 |
Ashford Advisors, LLC | 3 | 3 | 0.14% | 0.14% | 0.16% | Q1 2022 | Q3 2022 | 3 |
McKinley Carter Wealth Services, Inc. | 2 | 1 | 0.03% | 0.12% | 0.27% | Q4 2019 | Q1 2021 | 3 |
MV CAPITAL MANAGEMENT, INC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 3 |
JOHNSON INVESTMENT COUNSEL INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Lee Financial Co | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 3 |
Yarbrough Capital, LLC | 3 | 3 | 0.30% | 0.38% | 0.50% | Q1 2023 | Q3 2023 | 3 |
Trexquant Investment LP | 1 | 1 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q4 2021 | 3 |
Sullivan, Bruyette, Speros & Blaney, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 3 |
Blackhawk Capital Partners LLC. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2018 | 3 |
Beacon Financial Advisory LLC | 3 | 3 | 0.15% | 0.20% | 0.25% | Q3 2020 | Q1 2021 | 3 |
WBI INVESTMENTS, LLC | 3 | 3 | 0.05% | 0.06% | 0.07% | Q2 2022 | Q4 2022 | 3 |
ARGI Investment Services, LLC | 3 | 3 | 0.02% | 0.03% | 0.05% | Q1 2021 | Q3 2021 | 3 |
Kabarec Financial Advisors, Ltd. | 3 | 3 | 0.26% | 1.16% | 2.91% | Q4 2017 | Q2 2018 | 3 |
Ford Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q4 2021 | 3 |
Kellett Wealth Advisors, LLC | 3 | 3 | 0.22% | 0.24% | 0.26% | Q4 2021 | Q2 2022 | 3 |
Allegiant Private Advisors, LLC | 3 | 3 | 0.06% | 0.13% | 0.20% | Q4 2020 | Q2 2021 | 3 |
ATWOOD & PALMER INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
WINTRUST INVESTMENTS LLC | 3 | 3 | 0.55% | 0.62% | 0.71% | Q4 2016 | Q2 2017 | 3 |
TCI Wealth Advisors, Inc. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 3 |
Capital Square, LLC | 2 | 1 | 0.18% | 0.19% | 0.19% | Q1 2022 | Q4 2022 | 3 |
FIRETHORN WEALTH PARTNERS, LLC | 2 | 1 | 0.18% | 1.09% | 2.03% | Q4 2020 | Q4 2021 | 3 |
Kraft, Davis & Associates, LLC | 2 | 1 | 0.17% | 0.21% | 0.24% | Q4 2022 | Q3 2023 | 3 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.09% | 0.10% | 0.14% | Q1 2017 | Q1 2022 | 3 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.01% | 0.43% | 1.27% | Q1 2016 | Q1 2022 | 3 |
Biltmore Capital Advisors LLC | 3 | 3 | 0.13% | 0.43% | 0.65% | Q3 2020 | Q1 2021 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 3 |
Sound View Wealth Advisors Group, LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Hilltop Holdings Inc. | 3 | 3 | 0.03% | 0.04% | 0.07% | Q1 2022 | Q3 2022 | 3 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 3 | 3 | 0.44% | 0.46% | 0.49% | Q2 2016 | Q4 2016 | 3 |
Gunma Bank,Ltd. | 3 | 3 | 1.88% | 2.53% | 3.57% | Q2 2021 | Q4 2021 | 3 |
Biondo Investment Advisors, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
MACKENZIE FINANCIAL CORP | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Vigilare Wealth Management | 3 | 3 | 0.13% | 0.18% | 0.26% | Q3 2022 | Q1 2023 | 3 |
Jackson Financial Management | 3 | 3 | 0.81% | 3.40% | 4.75% | Q2 2019 | Q4 2019 | 3 |
Relyea Zuckerberg Hanson LLC | 3 | 3 | 0.16% | 0.28% | 0.37% | Q3 2021 | Q1 2022 | 3 |
Beck Bode, LLC | 3 | 3 | 0.10% | 0.11% | 0.12% | Q1 2022 | Q3 2022 | 3 |
VisionPoint Advisory Group, LLC | 3 | 3 | 0.09% | 0.10% | 0.10% | Q2 2020 | Q4 2020 | 3 |
Frontier Wealth Management LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q3 2019 | Q4 2019 | 2 |
DHK Financial Advisors, Inc. | 2 | 2 | 0.20% | 0.21% | 0.22% | Q2 2023 | Q3 2023 | 2 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 2 |
Prime Capital Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Spectrum Planning & Advisory Services Inc. | 2 | 2 | 0.93% | 1.15% | 1.37% | Q4 2020 | Q1 2021 | 2 |
Clarity Financial LLC | 2 | 2 | 0.55% | 0.56% | 0.56% | Q2 2023 | Q3 2023 | 2 |
West Financial Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Red Tortoise LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q3 2020 | Q4 2020 | 2 |
LAZARD ASSET MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
W ADVISORS, LLC | 2 | 2 | 0.50% | 0.53% | 0.57% | Q4 2021 | Q1 2022 | 2 |
UNION SAVINGS BANK | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Systelligence, LLC | 2 | 2 | 1.41% | 1.88% | 2.35% | Q4 2019 | Q1 2020 | 2 |
Schonfeld Strategic Advisors LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q2 2022 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q1 2022 | 2 |
Flagship Private Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 2 |
tru Independence LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q2 2021 | 2 |
INVESTMENT CENTERS OF AMERICA INC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2017 | Q3 2017 | 2 |
Blue Sky Asset Management, LLC | 2 | 2 | 0.22% | 0.24% | 0.26% | Q4 2019 | Q1 2020 | 2 |
Bullseye Investment Management, LLC | 2 | 2 | 6.55% | 6.79% | 7.04% | Q4 2021 | Q1 2022 | 2 |
Alpha DNA Investment Management LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q4 2020 | Q1 2021 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Pathway Financial Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q4 2022 | Q1 2023 | 2 |
Krilogy Financial LLC | 1 | 1 | 0.02% | 0.09% | 0.16% | Q3 2018 | Q2 2023 | 2 |
BANQUE PICTET & CIE SA | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2020 | 2 |
Headlands Technologies LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
InterOcean Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q2 2020 | 2 |
GREENWOOD CAPITAL ASSOCIATES LLC | 1 | 1 | 0.06% | 0.08% | 0.10% | Q3 2021 | Q4 2022 | 2 |
Carr Financial Group Corp | 2 | 2 | 0.09% | 0.10% | 0.12% | Q1 2023 | Q2 2023 | 2 |
Brouwer & Janachowski, LLC | 1 | 1 | 0.03% | 0.03% | 0.04% | Q1 2014 | Q2 2015 | 2 |
MGO ONE SEVEN LLC | 1 | 1 | 0.02% | 0.03% | 0.05% | Q4 2018 | Q3 2023 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Invesco Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 |
BECK CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.38% | 1.01% | 1.65% | Q3 2018 | Q1 2019 | 2 |
Doyle Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 2 |
Gallagher Fiduciary Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Beaumont Capital Management, LLC | 2 | 2 | 0.38% | 0.39% | 0.40% | Q3 2022 | Q4 2022 | 2 |
Opes Wealth Management LLC | 2 | 2 | 0.16% | 0.31% | 0.47% | Q2 2023 | Q3 2023 | 2 |
Royal Harbor Partners, LLC | 2 | 2 | 1.10% | 1.12% | 1.14% | Q2 2023 | Q3 2023 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
4J Wealth Management LLC | 2 | 2 | 1.58% | 1.61% | 1.64% | Q4 2020 | Q1 2021 | 2 |
TCWP LLC | 2 | 2 | 0.05% | 0.06% | 0.08% | Q4 2021 | Q1 2022 | 2 |
PANORAMIC INVESTMENT ADVISORS, LLC | 1 | 1 | 0.99% | 1.26% | 1.54% | Q4 2022 | Q3 2023 | 2 |
King Wealth Management Group | 2 | 2 | 0.06% | 0.06% | 0.07% | Q3 2019 | Q4 2019 | 2 |
LaSalle St. Investment Advisors, LLC | 2 | 2 | 0.09% | 0.09% | 0.10% | Q4 2022 | Q1 2023 | 2 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
AXXCESS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.07% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Jefferies Group LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q2 2020 | 2 |
Westchester Capital Management, LLC | 2 | 2 | 2.12% | 2.31% | 2.50% | Q3 2020 | Q4 2020 | 2 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2022 | 2 |
KINGSWOOD WEALTH ADVISORS, LLC | 2 | 2 | 0.04% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
PICTET ASSET MANAGEMENT LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Opera Trading Capital | 1 | 1 | 0.04% | 0.05% | 0.05% | Q4 2015 | Q4 2016 | 2 |
Wealthspire Advisors, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 2 |
Highland Private Wealth Management | 2 | 2 | 0.07% | 0.07% | 0.07% | Q1 2019 | Q2 2019 | 2 |
Balentine LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2021 | 2 |
SOUTHERN CAPITAL ADVISORS, LLC | 2 | 2 | 0.49% | 0.50% | 0.51% | Q2 2023 | Q3 2023 | 2 |
Ulrich Consultants & Investment Group, LLC | 2 | 2 | 3.18% | 3.68% | 4.19% | Q2 2022 | Q3 2022 | 2 |
Covenant Multifamily Offices, LLC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q3 2014 | Q1 2019 | 2 |
Ullmann Wealth Partners Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q2 2017 | 2 |
PRINCIPAL FINANCIAL GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q1 2022 | 2 |
Zions Bancorporation, N.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q4 2022 | Q1 2023 | 2 |
Independent Advisor Alliance | 1 | 1 | 0.04% | 0.09% | 0.14% | Q1 2017 | Q4 2019 | 2 |
Live Oak Investment Partners | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q1 2023 | 2 |
ARS Wealth Advisors Group, LLC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q3 2021 | Q4 2021 | 2 |
BEAM WEALTH ADVISORS, INC. | 2 | 2 | 0.32% | 0.78% | 1.23% | Q4 2019 | Q1 2020 | 2 |
Grant/GrossMendelsohn, LLC | 2 | 2 | 2.44% | 2.60% | 2.77% | Q2 2023 | Q3 2023 | 2 |
Better Money Decisions, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2022 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.69% | 1.36% | Q4 2021 | Q3 2022 | 2 |
Davis Investment Partners, LLC | 2 | 2 | 0.16% | 0.17% | 0.18% | Q2 2023 | Q3 2023 | 2 |
Scott & Selber, Inc. | 2 | 2 | 2.43% | 2.45% | 2.47% | Q2 2016 | Q3 2016 | 2 |
Vienna Asset Management LLC | 2 | 2 | 0.01% | 0.29% | 0.58% | Q4 2021 | Q1 2022 | 2 |
LVM CAPITAL MANAGEMENT LTD/MI | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q4 2020 | 2 |
Guild Investment Management, Inc. | 2 | 2 | 0.68% | 1.09% | 1.51% | Q2 2018 | Q3 2018 | 2 |
FLAGSTAR ADVISORS INC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 2 |
Smart Money Group LLC | 2 | 2 | 0.75% | 0.82% | 0.89% | Q2 2020 | Q3 2020 | 2 |
Congress Wealth Management LLC / DE / | 2 | 2 | 0.01% | 0.33% | 0.66% | Q4 2021 | Q1 2022 | 2 |
North Star Investment Management Corp. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Gibson Capital, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q2 2023 | 2 |
Transform Wealth, LLC | 1 | 1 | 0.14% | 0.17% | 0.21% | Q3 2019 | Q2 2020 | 2 |
Crabel Capital Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.07% | Q2 2021 | Q4 2021 | 2 |
Capricorn Fund Managers Ltd | 2 | 2 | 0.94% | 1.06% | 1.18% | Q3 2022 | Q4 2022 | 2 |
CULLEN/FROST BANKERS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Spectrum Asset Management, Inc. (NB/CA) | 2 | 2 | 0.67% | 0.98% | 1.29% | Q4 2020 | Q1 2021 | 2 |
LifePlan Financial Group, Inc | 2 | 2 | 0.75% | 0.78% | 0.82% | Q2 2020 | Q3 2020 | 2 |
HCR Wealth Advisors | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q1 2020 | 2 |
InterOcean Capital Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Axim Planning & Wealth | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q3 2022 | 2 |
VAUGHAN & Co SECURITIES, INC. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q1 2020 | 2 |
TILIA FIDUCIARY PARTNERS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Donoghue Forlines LLC | 2 | 2 | 1.09% | 2.43% | 3.77% | Q3 2018 | Q4 2018 | 2 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q2 2019 | 2 |
RMR Wealth Builders | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Geneva Partners, LLC | 2 | 2 | 0.11% | 0.12% | 0.14% | Q3 2020 | Q4 2020 | 2 |
Veracity Capital LLC | 2 | 2 | 0.11% | 0.11% | 0.12% | Q3 2020 | Q4 2020 | 2 |
PVG Asset Management | 2 | 2 | 0.12% | 0.13% | 0.14% | Q4 2015 | Q1 2016 | 2 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2019 | 2 |
360 Financial, Inc. | 2 | 2 | 3.38% | 3.50% | 3.62% | Q3 2020 | Q4 2020 | 2 |
First Pacific Financial | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Concourse Capital Management, LLC | 2 | 2 | 1.55% | 1.58% | 1.61% | Q4 2018 | Q1 2019 | 2 |
NOVARE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q2 2021 | 2 |
Castleview Partners, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q1 2023 | 2 |
PFS INVESTMENTS INC. | 2 | 2 | 1.46% | 1.57% | 1.68% | Q2 2018 | Q3 2018 | 2 |
Golden State Wealth Management, LLC | 1 | 1 | 0.00% | 0.04% | 0.08% | Q3 2019 | Q4 2020 | 2 |
Caption Management, LLC | 1 | 1 | 0.02% | 0.04% | 0.06% | Q3 2023 | Q3 2023 | 2 |
Pinnacle Private Wealth, LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q4 2021 | Q1 2022 | 2 |
EUDAIMONIA ADVISORS LLC | 2 | 2 | 0.21% | 0.28% | 0.34% | Q4 2021 | Q1 2022 | 2 |
Keebeck Wealth Management, LLC | 2 | 2 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q1 2021 | 2 |
TimeScale Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2023 | 2 |
MCF Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Bleakley Financial Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
QUATTRO FINANCIAL ADVISORS LLC | 2 | 2 | 0.19% | 0.25% | 0.32% | Q3 2021 | Q4 2021 | 2 |
Summit Financial, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Delek Group, Ltd. | 1 | 1 | 0.01% | 0.05% | 0.09% | Q3 2018 | Q2 2019 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q4 2020 | 2 |
Advisor OS, LLC | 2 | 2 | 0.10% | 0.49% | 0.88% | Q3 2021 | Q4 2021 | 2 |
Halpern Financial, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Kalos Management, Inc. | 2 | 2 | 0.21% | 0.24% | 0.27% | Q1 2021 | Q2 2021 | 2 |
Keystone Financial Group | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q1 2021 | 2 |
ETRADE Capital Management LLC | 2 | 2 | 0.57% | 0.64% | 0.70% | Q2 2020 | Q3 2020 | 2 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 2 | 2 | 0.06% | 0.10% | 0.13% | Q4 2020 | Q1 2021 | 2 |
Savior LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Eagle Capital Management, LLC | 2 | 2 | 1.82% | 2.35% | 2.88% | Q3 2016 | Q4 2016 | 2 |
Parcion Private Wealth LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Valmark Advisers, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Coho Partners, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
FineMark National Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
CAPRIN ASSET MANAGEMENT LLC /ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
DRW Securities, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2014 | Q2 2014 | 1 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
CORRADO ADVISORS, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2018 | Q4 2018 | 1 |
Freedom Investment Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
RITHOLTZ WEALTH MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
NCM Capital Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
Leucadia National | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Ergoteles LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2022 | 1 |
WJ Wealth Management, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2020 | Q2 2020 | 1 |
Ghost Tree Capital, LLC | 1 | 1 | 1.73% | 1.73% | 1.73% | Q1 2016 | Q1 2016 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2020 | Q4 2020 | 1 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Align Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Nationwide Fund Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Principle Wealth Partners LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Patten Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Dentgroup LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2022 | Q1 2022 | 1 |
COOLIDGE FRANCIS L | 1 | 1 | 0.37% | 0.37% | 0.37% | Q2 2013 | Q2 2013 | 1 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Grove Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Columbus Macro, LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q3 2020 | Q3 2020 | 1 |
INTEGRATED WEALTH COUNSEL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Partner Investment Management, L.P. | 1 | 1 | 2.61% | 2.61% | 2.61% | Q3 2018 | Q3 2018 | 1 |
Rothschild Capital Partners, LLC | 1 | 1 | 1.49% | 1.49% | 1.49% | Q4 2019 | Q4 2019 | 1 |
WealthPlan Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Cordant, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Cumberland Partners Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Cordasco Financial Network | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Strategic Wealth Management Group, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
CSS LLC/IL | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
Buttonwood Financial Group, LLC | 1 | 1 | 0.87% | 0.87% | 0.87% | Q1 2022 | Q1 2022 | 1 |
Laffer Tengler Investments, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2018 | Q4 2018 | 1 |
WFA of San Diego, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Buck Wealth Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
High Net Worth Advisory Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
New England Professional Planning Group Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
BALYASNY ASSET MANAGEMENT L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Partnervest Advisory Services LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Gallagher Benefit Services, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Greenhouse Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Evanson Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
BOK Financial Private Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2023 | Q2 2023 | 1 |
Kozak & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2020 | Q1 2020 | 1 |
Thomasville National Bank | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 1.36% | 1.36% | 1.36% | Q4 2021 | Q4 2021 | 1 |
Financial Advantage, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
ShoreHaven Wealth Partners, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2022 | Q2 2022 | 1 |
Delta Investment Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2019 | Q3 2019 | 1 |
Rockwood Wealth Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
Worth Venture Partners, LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q1 2022 | Q1 2022 | 1 |
ROCKLAND TRUST CO | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
Marshall Financial Group LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2021 | Q2 2021 | 1 |
Polar Asset Management Partners Inc. | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2022 | Q2 2022 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Dakota Wealth Management | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
COUNTRY TRUST BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
COLUMBIA CAPITAL LLC | 1 | 1 | 1.11% | 1.11% | 1.11% | Q4 2014 | Q4 2014 | 1 |
Gibraltar Capital Management, Inc. | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2018 | Q4 2018 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Smith & Howard Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
CPR Investments Inc. | 1 | 1 | 4.33% | 4.33% | 4.33% | Q2 2023 | Q2 2023 | 1 |
Riverview Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2022 | Q2 2022 | 1 |
Marks Wealth, LLC | 1 | 1 | 10.85% | 10.85% | 10.85% | Q3 2021 | Q3 2021 | 1 |
Lenox Wealth Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
AXS Investments LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q2 2023 | Q2 2023 | 1 |
Financial Planners of Cleveland, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
MRA Associates USA LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2019 | Q3 2019 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Veritable, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
COMERICA SECURITIES INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q4 2018 | 1 |
Winthrop Partners - WNY, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Charles Schwab Trust Co | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Private Advisory Group LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2019 | Q2 2019 | 1 |
Colonial River Wealth Management, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2021 | Q4 2021 | 1 |
Centennial Wealth Advisory LLC | 1 | 1 | 0.75% | 0.75% | 0.75% | Q4 2020 | Q4 2020 | 1 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Sonoma Private Wealth LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2023 | Q2 2023 | 1 |
RWA WEALTH PARTNERS, LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q3 2021 | Q3 2021 | 1 |
F/M Investments LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q4 2021 | 1 |
Intrinsic Edge Capital Management LLC | 1 | 1 | 2.86% | 2.86% | 2.86% | Q2 2019 | Q2 2019 | 1 |
Allred Capital Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2019 | Q1 2019 | 1 |
Dash Acquisitions Inc. | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2022 | Q4 2022 | 1 |
Susquehanna International Group Ltd. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
GHP Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
DG Capital Management, LLC | 1 | 1 | 9.13% | 9.13% | 9.13% | Q1 2020 | Q1 2020 | 1 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
MOORE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
AMJ Financial Wealth Management | 1 | 1 | 0.60% | 0.60% | 0.60% | Q4 2019 | Q4 2019 | 1 |
JFS WEALTH ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Hefren-Tillotson, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Atlas Private Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Ignite Planners, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2022 | Q3 2022 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Midwest Heritage Bank, FSB | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2021 | Q4 2021 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Johanson Financial Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Altshuler Shaham Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2019 | Q1 2019 | 1 |
PFM Health Sciences, LP | 1 | 1 | 4.11% | 4.11% | 4.11% | Q3 2018 | Q3 2018 | 1 |
Questar Asset Management, Inc. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2018 | Q4 2018 | 1 |
MEEDER ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 1 | 1 | 2.52% | 2.52% | 2.52% | Q4 2018 | Q4 2018 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Trilogy Capital Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Black Swift Group, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Apeiron RIA LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
Stonehage Fleming Financial Services Holdings Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Syverson Strege & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Cedar Mountain Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
CASTLEARK MANAGEMENT LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q2 2023 | Q2 2023 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
GRIFFIN ASSET MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
DUBUQUE BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Rafferty Asset Management, LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q2 2013 | Q2 2013 | 1 |
Smithfield Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Inscription Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Warwick Investment Management, Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2022 | Q3 2022 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Ceros Financial Services Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q1 2019 | 1 |
Lansing Street Advisors | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Lake Point Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
PERSONAL CFO SOLUTIONS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
PVG ASSET MANAGEMENT CORP | 1 | 1 | 0.52% | 0.52% | 0.52% | Q2 2019 | Q2 2019 | 1 |
Cinctive Capital Management LP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2021 | Q3 2021 | 1 |
Stanford Investment Group, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 |
MENORA MIVTACHIM HOLDINGS LTD. | 1 | 1 | 1.10% | 1.10% | 1.10% | Q1 2023 | Q1 2023 | 1 |
Visionary Asset Management, Inc. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2018 | Q4 2018 | 1 |
jvl associates llc | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
Virtue Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
TRUST CO OF VERMONT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Red Door Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Ulysses Management LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Gupta Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Allianz Asset Management GmbH | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Bellwether Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Shamrock Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Hobart Private Capital, LLC | 1 | 1 | 6.47% | 6.47% | 6.47% | Q4 2022 | Q4 2022 | 1 |
Caprock Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2016 | Q2 2016 | 1 |
ZACKS INVESTMENT MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
RE Dickinson Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
WASHINGTON TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
SIENA CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Newport Wealth Strategies, Inc. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2019 | Q4 2019 | 1 |
Global Financial Private Capital, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Per Stirling Capital Management, LLC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Blackstone Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Meiji Yasuda Life Insurance Co | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2016 | Q3 2016 | 1 |
Fragasso Group Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
YorkBridge Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
IAG Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Crew Capital Management, Ltd. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
Financial Sense Advisors, Inc. | 1 | 1 | 0.52% | 0.52% | 0.52% | Q1 2022 | Q1 2022 | 1 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Addison Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
VALLEY WEALTH MANAGERS, INC. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2022 | Q1 2022 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Lake Hills Wealth Management, LLC | 1 | 1 | 0.97% | 0.97% | 0.97% | Q2 2023 | Q2 2023 | 1 |
Kingfisher Capital LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
Stewardship Financial Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Spot Trading L.L.C | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Your Advocates Ltd., LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
MFA WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Operose Advisors LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Financial Management Professionals, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Squarepoint Ops LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
SUTTON PLACE INVESTORS LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2021 | Q4 2021 | 1 |
UBS OCONNOR LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2015 | Q3 2015 | 1 |
JD Financial Services Inc. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2020 | Q4 2020 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.