Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 93 |
Cutler Group LLC / CA | 30 | 1 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q3 2023 | 51 |
MCF Advisors LLC | 40 | 7 | 0.04% | 1.33% | 9.09% | Q4 2011 | Q3 2023 | 47 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.01% | 0.02% | Q1 2012 | Q3 2023 | 46 |
Citadel Advisors | 16 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 44 |
Cetera Advisor Networks LLC | 43 | 43 | 0.03% | 0.12% | 0.32% | Q1 2013 | Q3 2023 | 43 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Ancora Advisors LLC | 42 | 42 | 0.04% | 0.84% | 1.92% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.02% | 0.08% | 0.68% | Q2 2013 | Q3 2023 | 42 |
BESSEMER GROUP INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
STEPHENS INC /AR/ | 42 | 42 | 0.01% | 0.11% | 0.34% | Q2 2013 | Q3 2023 | 42 |
HighTower Advisors, LLC | 42 | 42 | 0.01% | 0.06% | 0.40% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.03% | 0.11% | 0.20% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
SIGMA INVESTMENT COUNSELORS INC | 42 | 42 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
SCOTIA CAPITAL INC. | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
PARSONS CAPITAL MANAGEMENT INC/RI | 42 | 42 | 0.02% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 42 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 42 | 42 | 0.05% | 0.18% | 0.29% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q3 2023 | 42 |
MERIDIAN MANAGEMENT CO | 42 | 42 | 0.11% | 0.17% | 0.24% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
NOTTINGHAM ADVISORS, INC. | 42 | 42 | 0.22% | 1.15% | 2.65% | Q2 2013 | Q3 2023 | 42 |
PETTYJOHN, WOOD & WHITE, INC | 42 | 42 | 0.27% | 0.52% | 0.86% | Q2 2013 | Q3 2023 | 42 |
ProVise Management Group, LLC | 42 | 42 | 0.18% | 0.81% | 2.79% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.02% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
SMITH CHAS P & ASSOCIATES PA CPAS | 42 | 42 | 0.02% | 0.11% | 0.17% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.10% | 0.28% | 0.94% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
NTV ASSET MANAGEMENT LLC | 42 | 42 | 0.85% | 1.61% | 2.24% | Q2 2013 | Q3 2023 | 42 |
Cetera Advisors LLC | 42 | 42 | 0.07% | 0.51% | 1.66% | Q2 2013 | Q3 2023 | 42 |
PATTEN & PATTEN INC/TN | 42 | 42 | 0.07% | 0.11% | 0.29% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.04% | 0.08% | 0.14% | Q2 2013 | Q3 2023 | 42 |
LBMC INVESTMENT ADVISORS, LLC | 42 | 42 | 4.15% | 5.74% | 6.97% | Q2 2013 | Q3 2023 | 42 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
Raymond James Financial Services Advisors, Inc. | 33 | 8 | 0.06% | 0.19% | 0.44% | Q2 2013 | Q3 2023 | 41 |
M&T BANK CORP | 26 | 15 | 0.22% | 0.36% | 0.90% | Q2 2013 | Q3 2023 | 41 |
GLENMEDE TRUST CO NA | 21 | 20 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 41 |
HBK Sorce Advisory LLC | 36 | 5 | 0.01% | 0.16% | 0.66% | Q2 2013 | Q3 2023 | 41 |
Creative Planning | 33 | 8 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 41 |
Kistler-Tiffany Companies, LLC | 41 | 41 | 0.08% | 0.66% | 1.29% | Q2 2013 | Q2 2023 | 41 |
BLAIR WILLIAM & CO/IL | 38 | 3 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q3 2023 | 41 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 41 | 41 | 0.02% | 0.20% | 0.33% | Q2 2013 | Q2 2023 | 41 |
Jaffetilchin Investment Partners, LLC | 41 | 41 | 0.12% | 0.43% | 1.54% | Q3 2013 | Q3 2023 | 41 |
Private Advisor Group, LLC | 40 | 40 | 0.07% | 0.23% | 0.58% | Q4 2013 | Q3 2023 | 40 |
Janney Montgomery Scott LLC | 29 | 11 | 0.01% | 0.20% | 0.43% | Q3 2013 | Q3 2023 | 40 |
Keystone Financial Planning, Inc. | 40 | 40 | 1.22% | 2.78% | 3.77% | Q4 2013 | Q3 2023 | 40 |
Destination Wealth Management | 40 | 40 | 0.01% | 0.36% | 1.02% | Q4 2013 | Q3 2023 | 40 |
Northeast Financial Consultants Inc | 40 | 40 | 0.18% | 0.59% | 1.14% | Q4 2013 | Q3 2023 | 40 |
WESBANCO BANK INC | 29 | 11 | 0.02% | 0.03% | 0.04% | Q3 2013 | Q3 2023 | 40 |
SYNOVUS FINANCIAL CORP | 23 | 17 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 40 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 40 | 40 | 2.40% | 4.91% | 6.67% | Q4 2013 | Q3 2023 | 40 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 37 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 40 |
FMR LLC | 38 | 1 | 0.00% | 0.02% | 0.07% | Q4 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.01% | 0.02% | 0.05% | Q1 2014 | Q3 2023 | 39 |
Regal Investment Advisors LLC | 27 | 1 | 0.10% | 0.31% | 0.71% | Q2 2013 | Q3 2023 | 39 |
FIFTH THIRD BANCORP | 30 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 38 |
Brinker Capital Investments, LLC | 35 | 3 | 0.06% | 0.26% | 1.63% | Q2 2013 | Q4 2022 | 38 |
LINCOLN NATIONAL CORP | 38 | 38 | 0.02% | 0.11% | 0.30% | Q2 2014 | Q3 2023 | 38 |
SFMG, LLC | 30 | 8 | 0.03% | 2.22% | 10.83% | Q2 2013 | Q3 2023 | 38 |
BANK HAPOALIM BM | 38 | 38 | 0.03% | 0.72% | 2.56% | Q4 2013 | Q1 2023 | 38 |
MUFG Americas Holdings Corp | 38 | 38 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2022 | 38 |
Rehmann Capital Advisory Group | 21 | 2 | 0.06% | 0.12% | 0.15% | Q3 2013 | Q3 2023 | 38 |
Beaumont Financial Partners, LLC | 38 | 38 | 0.04% | 1.36% | 2.42% | Q2 2013 | Q3 2022 | 38 |
CHATHAM CAPITAL GROUP, INC. | 37 | 37 | 0.55% | 1.09% | 1.75% | Q3 2014 | Q3 2023 | 37 |
Court Place Advisors, LLC | 37 | 37 | 0.24% | 0.61% | 0.75% | Q3 2014 | Q3 2023 | 37 |
Capital Advisors, Ltd. LLC | 37 | 37 | 0.09% | 1.03% | 1.91% | Q3 2014 | Q3 2023 | 37 |
Ameritas Investment Partners, Inc. | 37 | 37 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 37 |
Litman Gregory Wealth Management LLC | 29 | 2 | 0.11% | 1.04% | 4.22% | Q2 2013 | Q3 2023 | 37 |
Lowe Wealth Advisors, LLC | 37 | 37 | 0.13% | 1.19% | 2.12% | Q4 2014 | Q4 2023 | 37 |
J.P. Morgan Private Wealth Advisors LLC | 35 | 1 | 0.00% | 0.09% | 0.24% | Q3 2014 | Q3 2023 | 36 |
Sigma Planning Corp | 36 | 36 | 0.10% | 0.26% | 1.18% | Q4 2014 | Q3 2023 | 36 |
Patten Group, Inc. | 36 | 36 | 0.09% | 0.18% | 0.46% | Q4 2014 | Q3 2023 | 36 |
NORTHERN TRUST CORP | 17 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 36 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 1 | 0.00% | 0.04% | 0.11% | Q2 2013 | Q3 2023 | 36 |
Stratos Wealth Partners, LTD. | 36 | 36 | 0.02% | 0.14% | 0.82% | Q4 2014 | Q3 2023 | 36 |
INSPIRION WEALTH ADVISORS, LLC | 36 | 36 | 0.12% | 0.30% | 0.84% | Q4 2014 | Q3 2023 | 36 |
INVESTMENT PARTNERS, LTD. | 36 | 36 | 0.25% | 0.65% | 1.21% | Q4 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.04% | 0.06% | 0.12% | Q4 2014 | Q3 2023 | 36 |
Biondo Investment Advisors, LLC | 19 | 17 | 0.08% | 0.20% | 0.35% | Q3 2013 | Q3 2023 | 36 |
Klingman & Associates, LLC | 36 | 36 | 0.16% | 0.41% | 1.00% | Q4 2014 | Q3 2023 | 36 |
Community Bank, N.A. | 36 | 36 | 0.01% | 0.04% | 0.11% | Q4 2014 | Q3 2023 | 36 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 17 | 7 | 0.00% | 0.03% | 0.16% | Q2 2013 | Q3 2023 | 35 |
FC Advisory LLC | 35 | 35 | 0.93% | 1.95% | 2.95% | Q2 2015 | Q4 2023 | 35 |
JANE STREET GROUP, LLC | 15 | 1 | 0.00% | 0.01% | 0.12% | Q1 2014 | Q3 2023 | 35 |
OLD NATIONAL BANCORP /IN/ | 35 | 35 | 0.10% | 0.21% | 0.72% | Q1 2015 | Q3 2023 | 35 |
Advisory Services Network, LLC | 27 | 8 | 0.00% | 0.14% | 0.43% | Q4 2014 | Q3 2023 | 35 |
SECURIAN ASSET MANAGEMENT, INC | 34 | 34 | 0.41% | 2.14% | 2.90% | Q2 2015 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.00% | 0.02% | 0.03% | Q2 2015 | Q3 2023 | 34 |
Trust Co | 34 | 34 | 0.06% | 0.29% | 0.57% | Q2 2015 | Q3 2023 | 34 |
Wharton Business Group, LLC | 33 | 1 | 0.84% | 2.83% | 7.96% | Q1 2015 | Q3 2023 | 34 |
Homrich & Berg | 34 | 34 | 0.28% | 2.17% | 12.76% | Q2 2013 | Q3 2021 | 34 |
Fiduciary Group LLC | 34 | 34 | 0.08% | 0.16% | 0.26% | Q2 2015 | Q3 2023 | 34 |
B. Riley Wealth Advisors, Inc. | 21 | 1 | 0.01% | 0.10% | 0.39% | Q2 2013 | Q3 2023 | 34 |
Sandy Spring Bank | 25 | 3 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 34 |
Carroll Financial Associates, Inc. | 34 | 34 | 0.00% | 0.12% | 0.29% | Q3 2013 | Q4 2021 | 34 |
MASSMUTUAL TRUST CO FSB/ADV | 28 | 2 | 0.00% | 0.01% | 0.21% | Q4 2014 | Q3 2023 | 33 |
BOKF, NA | 24 | 9 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 33 |
Krilogy Financial LLC | 33 | 33 | 0.09% | 0.31% | 1.49% | Q3 2015 | Q3 2023 | 33 |
Evercore Wealth Management, LLC | 20 | 6 | 0.01% | 0.08% | 0.20% | Q2 2013 | Q3 2023 | 33 |
MV CAPITAL MANAGEMENT, INC. | 33 | 33 | 0.18% | 1.01% | 2.58% | Q3 2015 | Q3 2023 | 33 |
CENTRAL TRUST Co | 30 | 3 | 0.00% | 0.01% | 0.16% | Q2 2015 | Q3 2023 | 33 |
FIL Ltd | 33 | 33 | 0.00% | 0.05% | 0.22% | Q2 2015 | Q2 2023 | 33 |
NEW ENGLAND ASSET MANAGEMENT INC | 32 | 32 | 0.01% | 0.17% | 0.29% | Q4 2014 | Q3 2022 | 32 |
KING LUTHER CAPITAL MANAGEMENT CORP | 32 | 32 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 32 |
CARRET ASSET MANAGEMENT, LLC | 20 | 12 | 0.03% | 0.04% | 0.06% | Q1 2015 | Q3 2023 | 32 |
Alpha Omega Wealth Management LLC | 32 | 32 | 0.08% | 0.37% | 1.02% | Q4 2015 | Q3 2023 | 32 |
Asset Dedication, LLC | 32 | 32 | 0.05% | 0.22% | 0.60% | Q4 2015 | Q3 2023 | 32 |
Cetera Investment Advisers | 32 | 32 | 0.06% | 0.17% | 0.35% | Q4 2015 | Q3 2023 | 32 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 19 | 4 | 0.05% | 0.63% | 1.93% | Q2 2015 | Q3 2023 | 32 |
Anchor Investment Management, LLC | 32 | 32 | 0.00% | 0.05% | 0.10% | Q1 2016 | Q4 2023 | 32 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 29 | 3 | 0.00% | 0.01% | 0.04% | Q2 2015 | Q3 2023 | 32 |
BBVA USA Bancshares, Inc. | 32 | 32 | 0.37% | 0.69% | 1.01% | Q2 2013 | Q1 2021 | 32 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 32 | 32 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q3 2023 | 32 |
Frontier Wealth Management LLC | 31 | 31 | 0.01% | 0.04% | 0.08% | Q4 2014 | Q2 2022 | 31 |
Ironwood Financial, llc | 16 | 3 | 0.01% | 0.16% | 0.49% | Q1 2015 | Q3 2023 | 31 |
Simmons Bank | 31 | 31 | 0.11% | 1.30% | 2.07% | Q1 2016 | Q3 2023 | 31 |
Haverford Trust Co | 26 | 1 | 0.00% | 0.06% | 0.12% | Q2 2013 | Q1 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.01% | 0.07% | 0.12% | Q1 2016 | Q3 2023 | 31 |
ARS Wealth Advisors, LLC | 31 | 31 | 0.11% | 4.69% | 11.07% | Q4 2013 | Q2 2021 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.09% | 0.18% | 0.28% | Q1 2016 | Q3 2023 | 31 |
Focused Wealth Management, Inc | 31 | 31 | 0.01% | 0.02% | 0.05% | Q3 2013 | Q1 2021 | 31 |
Capital Investment Advisors, LLC | 30 | 1 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q4 2023 | 31 |
NEXT Financial Group, Inc | 31 | 31 | 0.01% | 0.23% | 0.78% | Q2 2014 | Q4 2021 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.02% | 0.16% | 0.55% | Q4 2015 | Q3 2023 | 31 |
SMITH, MOORE & CO. | 31 | 31 | 0.03% | 0.18% | 0.62% | Q1 2016 | Q3 2023 | 31 |
First Heartland Consultants, Inc. | 27 | 1 | 0.01% | 0.09% | 0.17% | Q2 2013 | Q3 2023 | 31 |
M Holdings Securities, Inc. | 14 | 4 | 0.02% | 0.22% | 0.45% | Q1 2014 | Q1 2023 | 31 |
CIBC WORLD MARKET INC. | 30 | 30 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 30 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.01% | 0.08% | 0.17% | Q2 2013 | Q3 2020 | 30 |
IMA Wealth, Inc. | 21 | 9 | 0.00% | 0.07% | 0.30% | Q4 2013 | Q2 2023 | 30 |
Roble, Belko & Company, Inc | 14 | 7 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 30 |
PINNACLE ASSOCIATES LTD | 30 | 30 | 0.01% | 0.02% | 0.05% | Q2 2016 | Q3 2023 | 30 |
MAI Capital Management | 30 | 30 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 30 |
Prospera Financial Services Inc | 30 | 30 | 0.02% | 0.05% | 0.18% | Q2 2016 | Q3 2023 | 30 |
StrategIQ Financial Group, LLC | 30 | 30 | 0.08% | 0.32% | 0.82% | Q2 2016 | Q3 2023 | 30 |
Jackson, Grant Investment Advisers, Inc. | 30 | 30 | 0.04% | 0.34% | 0.70% | Q2 2016 | Q3 2023 | 30 |
Jacobi Capital Management LLC | 30 | 30 | 0.00% | 0.03% | 0.10% | Q2 2016 | Q3 2023 | 30 |
CWM, LLC | 22 | 8 | 0.01% | 0.13% | 0.93% | Q1 2016 | Q3 2023 | 30 |
FUKOKU MUTUAL LIFE INSURANCE Co | 30 | 30 | 0.72% | 2.46% | 3.02% | Q4 2015 | Q1 2023 | 30 |
WEALTHSOURCE PARTNERS, LLC | 30 | 30 | 0.02% | 0.16% | 1.30% | Q2 2016 | Q3 2023 | 30 |
GODSEY & GIBB, INC | 24 | 1 | 0.14% | 0.29% | 0.98% | Q2 2015 | Q3 2023 | 29 |
Gradient Investments LLC | 28 | 1 | 0.00% | 0.05% | 0.32% | Q1 2015 | Q3 2023 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.01% | 0.05% | 0.13% | Q4 2013 | Q4 2020 | 29 |
PHILADELPHIA TRUST CO | 29 | 29 | 0.04% | 0.05% | 0.07% | Q3 2016 | Q3 2023 | 29 |
M&R CAPITAL MANAGEMENT INC | 28 | 1 | 0.01% | 0.03% | 0.05% | Q2 2016 | Q4 2023 | 29 |
Mariner, LLC | 29 | 29 | 0.01% | 0.07% | 0.17% | Q3 2016 | Q3 2023 | 29 |
Covenant Asset Management, LLC | 28 | 28 | 0.07% | 0.21% | 2.29% | Q4 2016 | Q3 2023 | 29 |
HCR Wealth Advisors | 28 | 28 | 0.06% | 0.21% | 0.77% | Q4 2016 | Q3 2023 | 28 |
AE Wealth Management LLC | 28 | 28 | 0.04% | 0.16% | 0.64% | Q4 2016 | Q3 2023 | 28 |
Cornerstone Wealth Management, LLC | 25 | 3 | 0.04% | 0.13% | 0.39% | Q3 2016 | Q3 2023 | 28 |
LEVEL FOUR ADVISORY SERVICES, LLC | 28 | 28 | 0.26% | 0.54% | 0.96% | Q4 2016 | Q3 2023 | 28 |
Nicholas Hoffman & Company, LLC. | 15 | 1 | 0.01% | 0.06% | 0.12% | Q2 2016 | Q3 2023 | 28 |
Sunbelt Securities, Inc. | 28 | 28 | 0.06% | 0.55% | 2.39% | Q4 2016 | Q3 2023 | 28 |
Stratford Consulting, LLC | 28 | 28 | 9.88% | 13.49% | 17.74% | Q2 2013 | Q1 2020 | 28 |
REGIONS FINANCIAL CORP | 25 | 3 | 0.00% | 0.04% | 0.23% | Q4 2014 | Q3 2023 | 28 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 17 | 3 | 0.07% | 0.66% | 5.13% | Q4 2014 | Q3 2022 | 28 |
BARCLAYS PLC | 27 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2021 | 28 |
Tower Research Capital LLC (TRC) | 7 | 1 | 0.00% | 0.09% | 0.75% | Q2 2013 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.02% | 0.11% | 0.22% | Q4 2016 | Q3 2023 | 28 |
BOYS ARNOLD & CO INC | 28 | 28 | 0.19% | 0.48% | 1.28% | Q2 2013 | Q1 2020 | 28 |
Snowden Capital Advisors LLC | 19 | 1 | 0.01% | 0.06% | 0.27% | Q1 2016 | Q3 2023 | 28 |
FLAGSHIP HARBOR ADVISORS, LLC | 28 | 28 | 0.11% | 0.39% | 1.00% | Q4 2016 | Q3 2023 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.02% | 0.42% | 0.86% | Q4 2016 | Q3 2023 | 28 |
Moloney Securities Asset Management, LLC | 28 | 28 | 0.23% | 0.37% | 0.55% | Q4 2016 | Q3 2023 | 28 |
Clearstead Advisors, LLC | 20 | 7 | 0.01% | 0.07% | 0.21% | Q4 2016 | Q3 2023 | 27 |
WHITTIER TRUST CO | 15 | 12 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 27 |
IHT Wealth Management, LLC | 27 | 27 | 0.00% | 0.54% | 1.76% | Q1 2017 | Q3 2023 | 27 |
KINGS POINT CAPITAL MANAGEMENT | 27 | 27 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q1 2022 | 27 |
Smith, Salley & Associates | 27 | 27 | 0.02% | 0.04% | 0.07% | Q1 2017 | Q3 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.00% | 0.06% | 0.29% | Q4 2016 | Q3 2023 | 27 |
Pinnacle Wealth Management Advisory Group, LLC | 14 | 1 | 0.04% | 0.14% | 0.26% | Q3 2016 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.03% | 0.17% | 0.77% | Q2 2013 | Q4 2019 | 27 |
Winfield Associates, Inc. | 27 | 27 | 0.70% | 1.72% | 2.38% | Q4 2013 | Q2 2020 | 27 |
NewSquare Capital LLC | 20 | 3 | 0.00% | 0.45% | 1.62% | Q2 2013 | Q3 2023 | 27 |
Coe Capital Management, LLC | 25 | 1 | 0.15% | 0.40% | 0.82% | Q2 2013 | Q4 2019 | 26 |
ASPIRIANT, LLC | 14 | 1 | 0.01% | 0.07% | 0.47% | Q2 2013 | Q3 2023 | 26 |
AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 26 | 26 | 0.31% | 1.27% | 6.37% | Q2 2013 | Q3 2019 | 26 |
Patriot Financial Group Insurance Agency, LLC | 13 | 1 | 0.01% | 0.06% | 0.30% | Q4 2016 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.13% | 0.22% | 0.61% | Q2 2017 | Q3 2023 | 26 |
SOL Capital Management CO | 26 | 26 | 0.04% | 0.07% | 0.09% | Q2 2017 | Q3 2023 | 26 |
AFT, FORSYTH & COMPANY, INC. | 24 | 2 | 0.48% | 1.07% | 1.48% | Q2 2013 | Q3 2023 | 26 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 26 | 26 | 0.02% | 0.04% | 0.06% | Q2 2017 | Q3 2023 | 26 |
FINANCIAL COUNSELORS INC | 14 | 12 | 0.00% | 0.02% | 0.35% | Q1 2017 | Q3 2023 | 26 |
Kingsview Wealth Management, LLC | 20 | 6 | 0.02% | 0.10% | 0.33% | Q1 2017 | Q3 2023 | 26 |
Summit X, LLC | 26 | 26 | 0.03% | 0.32% | 0.83% | Q2 2017 | Q3 2023 | 26 |
Atria Investments, Inc | 9 | 1 | 0.01% | 0.25% | 1.86% | Q2 2013 | Q3 2023 | 26 |
SRS Capital Advisors, Inc. | 10 | 7 | 0.13% | 1.04% | 2.85% | Q4 2016 | Q3 2023 | 26 |
Merriman Wealth Management, LLC | 25 | 25 | 0.02% | 0.06% | 0.16% | Q3 2017 | Q3 2023 | 25 |
Ahrens Investment Partners LLC | 23 | 2 | 0.06% | 0.75% | 1.60% | Q4 2016 | Q1 2023 | 25 |
ENTERPRISE FINANCIAL SERVICES CORP | 25 | 25 | 0.05% | 0.31% | 0.76% | Q2 2016 | Q2 2022 | 25 |
OPPENHEIMER & CO INC | 19 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 25 |
Valeo Financial Advisors, LLC | 25 | 25 | 0.00% | 0.05% | 0.10% | Q3 2017 | Q3 2023 | 25 |
AllSquare Wealth Management LLC | 25 | 25 | 0.02% | 0.02% | 0.06% | Q3 2017 | Q3 2023 | 25 |
Smithfield Trust Co | 25 | 25 | 0.02% | 0.36% | 0.54% | Q3 2017 | Q3 2023 | 25 |
Gunma Bank,Ltd. | 16 | 1 | 1.78% | 4.07% | 5.92% | Q2 2016 | Q3 2023 | 25 |
DUNCKER STREETT & CO INC | 16 | 9 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 25 |
Van Hulzen Asset Management, LLC | 25 | 25 | 0.06% | 0.13% | 0.48% | Q3 2017 | Q3 2023 | 25 |
JFS WEALTH ADVISORS, LLC | 25 | 25 | 0.02% | 0.08% | 0.12% | Q3 2017 | Q3 2023 | 25 |
Cypress Wealth Services, LLC | 24 | 24 | 0.08% | 0.22% | 0.77% | Q4 2017 | Q3 2023 | 24 |
180 WEALTH ADVISORS, LLC | 24 | 24 | 0.30% | 0.70% | 1.64% | Q4 2017 | Q3 2023 | 24 |
Cornell Pochily Investment Advisors, Inc. | 24 | 24 | 0.14% | 0.36% | 0.55% | Q4 2017 | Q3 2023 | 24 |
Carmichael Hill & Associates, Inc. | 24 | 24 | 0.10% | 0.19% | 0.31% | Q4 2017 | Q3 2023 | 24 |
Sound Income Strategies, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Lido Advisors, LLC | 23 | 1 | 0.00% | 0.05% | 0.18% | Q1 2016 | Q3 2023 | 24 |
PIN OAK INVESTMENT ADVISORS INC | 24 | 24 | 0.01% | 0.06% | 0.19% | Q4 2017 | Q3 2023 | 24 |
Valmark Advisers, Inc. | 24 | 24 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 24 |
Bartlett & Co. LLC | 10 | 6 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2023 | 24 |
Gemmer Asset Management LLC | 24 | 24 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q4 2019 | 24 |
Integrated Wealth Concepts LLC | 24 | 24 | 0.02% | 0.07% | 0.23% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.11% | 0.19% | 0.28% | Q4 2017 | Q3 2023 | 24 |
Dynamic Advisor Solutions LLC | 24 | 24 | 0.01% | 0.47% | 2.76% | Q4 2017 | Q3 2023 | 24 |
HOWE & RUSLING INC | 23 | 1 | 0.00% | 0.17% | 0.61% | Q1 2016 | Q3 2023 | 24 |
Global Trust Asset Management, LLC | 24 | 24 | 0.01% | 0.03% | 0.16% | Q4 2017 | Q3 2023 | 24 |
Financial Advocates Investment Management | 24 | 24 | 0.10% | 0.19% | 0.35% | Q4 2017 | Q3 2023 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.06% | 0.09% | 0.19% | Q4 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.06% | 0.12% | Q4 2017 | Q3 2023 | 24 |
BAILARD, INC. | 16 | 8 | 0.02% | 0.06% | 0.12% | Q4 2013 | Q4 2019 | 24 |
FIFTH THIRD SECURITIES, INC. | 18 | 6 | 0.10% | 0.44% | 1.34% | Q3 2017 | Q3 2023 | 24 |
NAPLES GLOBAL ADVISORS, LLC | 24 | 24 | 0.05% | 0.09% | 0.16% | Q4 2017 | Q3 2023 | 24 |
THOMPSON SIEGEL & WALMSLEY LLC | 13 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2019 | 23 |
CLEAR INVESTMENT RESEARCH, LLC | 23 | 23 | 0.01% | 0.08% | 0.13% | Q1 2018 | Q3 2023 | 23 |
PRUDENTIAL FINANCIAL INC | 21 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 23 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 23 | 23 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q1 2021 | 23 |
Allworth Financial LP | 22 | 1 | 0.00% | 0.12% | 0.28% | Q3 2016 | Q3 2023 | 23 |
NewEdge Advisors, LLC | 21 | 1 | 0.01% | 0.07% | 0.26% | Q2 2017 | Q3 2023 | 23 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 17 | 6 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q2 2021 | 23 |
WBH ADVISORY INC | 20 | 3 | 0.04% | 0.07% | 0.18% | Q4 2017 | Q3 2023 | 23 |
CREDIT SUISSE AG/ | 12 | 1 | 0.00% | 0.01% | 0.06% | Q1 2013 | Q1 2022 | 23 |
QS Investors, LLC | 12 | 5 | 0.00% | 0.32% | 0.87% | Q2 2015 | Q2 2021 | 23 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 23 |
VICUS CAPITAL | 14 | 2 | 0.03% | 0.07% | 0.16% | Q1 2016 | Q3 2023 | 23 |
THRIVENT FINANCIAL FOR LUTHERANS | 19 | 1 | 0.00% | 0.04% | 0.10% | Q3 2017 | Q3 2023 | 23 |
BROWN ADVISORY INC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 23 |
Parallax Volatility Advisers, L.P. | 19 | 2 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2021 | 23 |
CENTAURUS FINANCIAL, INC. | 23 | 23 | 0.01% | 0.03% | 0.07% | Q1 2018 | Q3 2023 | 23 |
StoneX Group Inc. | 19 | 3 | 0.09% | 0.32% | 0.55% | Q2 2017 | Q3 2023 | 22 |
PARK AVENUE SECURITIES LLC | 15 | 1 | 0.01% | 0.29% | 1.52% | Q4 2015 | Q3 2023 | 22 |
RAYMOND JAMES TRUST N.A. | 22 | 22 | 0.02% | 0.04% | 0.05% | Q2 2018 | Q3 2023 | 22 |
Janney Capital Management LLC | 22 | 22 | 0.35% | 0.41% | 0.47% | Q2 2018 | Q3 2023 | 22 |
STERLING INVESTMENT ADVISORS LLC /ADV | 12 | 10 | 0.13% | 0.16% | 0.18% | Q3 2017 | Q3 2023 | 22 |
Corbenic Partners LLC | 19 | 3 | 0.00% | 10.47% | 22.80% | Q2 2013 | Q2 2020 | 22 |
FIRST HAWAIIAN BANK | 22 | 22 | 0.05% | 0.29% | 0.69% | Q2 2015 | Q3 2020 | 22 |
Regal Wealth Group, Inc. | 22 | 22 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2021 | 22 |
WealthShield Partners, LLC | 12 | 1 | 0.00% | 0.14% | 0.66% | Q4 2017 | Q3 2023 | 22 |
SEI INVESTMENTS CO | 22 | 22 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q2 2020 | 22 |
OneDigital Investment Advisors LLC | 17 | 1 | 0.00% | 0.03% | 0.11% | Q2 2017 | Q3 2023 | 22 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.02% | 0.08% | 0.14% | Q1 2017 | Q3 2023 | 21 |
Mascoma Wealth Management LLC | 11 | 1 | 0.02% | 0.08% | 0.14% | Q4 2016 | Q3 2023 | 21 |
SVA Wealth Management, LLC | 21 | 21 | 0.03% | 0.15% | 0.41% | Q1 2014 | Q1 2019 | 21 |
WOODSTOCK CORP | 21 | 21 | 0.17% | 0.22% | 0.27% | Q4 2018 | Q4 2023 | 21 |
Cordasco Financial Network | 21 | 21 | 0.03% | 0.07% | 0.08% | Q2 2017 | Q2 2022 | 21 |
DEUTSCHE BANK AG\ | 7 | 2 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 21 |
HUNTINGTON NATIONAL BANK | 18 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 21 |
Townsend & Associates, Inc | 17 | 4 | 0.06% | 1.86% | 6.90% | Q4 2017 | Q3 2023 | 21 |
MURPHY CAPITAL MANAGEMENT INC | 6 | 1 | 0.02% | 0.03% | 0.04% | Q4 2014 | Q2 2022 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.03% | 0.11% | 0.32% | Q3 2018 | Q3 2023 | 21 |
WHITE PINE CAPITAL LLC | 21 | 21 | 0.07% | 0.25% | 0.40% | Q3 2018 | Q3 2023 | 21 |
Savant Capital, LLC | 21 | 21 | 0.01% | 0.23% | 1.77% | Q3 2018 | Q3 2023 | 21 |
Rain Capital Management, LLC | 17 | 4 | 0.08% | 1.64% | 10.29% | Q4 2015 | Q3 2023 | 21 |
Peachtree Investment Advisors, Inc. | 21 | 21 | 0.16% | 1.12% | 2.12% | Q4 2013 | Q4 2018 | 21 |
Archer Investment Corp | 20 | 20 | 0.22% | 0.33% | 0.57% | Q4 2018 | Q3 2023 | 20 |
Wambolt & Associates, LLC | 20 | 20 | 0.27% | 0.90% | 1.80% | Q4 2018 | Q3 2023 | 20 |
Kovack Advisors, Inc. | 18 | 2 | 0.06% | 0.10% | 0.19% | Q4 2015 | Q3 2023 | 20 |
FIRST MANHATTAN CO. LLC. | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Vantage Investment Advisors, LLC | 20 | 20 | 0.32% | 0.56% | 0.71% | Q4 2013 | Q3 2018 | 20 |
Capital Analysts, LLC | 13 | 1 | 0.00% | 0.00% | 0.02% | Q3 2016 | Q3 2023 | 20 |
F3Logic, LLC | 20 | 20 | 0.01% | 0.49% | 2.23% | Q1 2018 | Q4 2022 | 20 |
Annex Advisory Services, LLC | 20 | 20 | 0.08% | 0.30% | 0.97% | Q2 2013 | Q1 2018 | 20 |
Capital Investment Advisory Services, LLC | 20 | 20 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 20 |
Bernardo Wealth Planning LLC | 20 | 20 | 0.32% | 2.37% | 6.37% | Q4 2018 | Q3 2023 | 20 |
CRA Financial Services, LLC | 20 | 20 | 0.76% | 1.27% | 2.19% | Q4 2018 | Q3 2023 | 20 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 20 | 20 | 0.01% | 0.03% | 0.13% | Q1 2016 | Q4 2020 | 20 |
MEANS INVESTMENT CO., INC. | 20 | 20 | 0.05% | 0.10% | 0.19% | Q4 2018 | Q3 2023 | 20 |
NOMURA ASSET MANAGEMENT CO LTD | 8 | 5 | 0.00% | 0.07% | 0.20% | Q4 2014 | Q3 2023 | 20 |
1834 INVESTMENT ADVISORS CO | 19 | 1 | 0.00% | 0.06% | 0.10% | Q4 2017 | Q3 2023 | 20 |
ROMAN BUTLER FULLERTON & CO | 20 | 20 | 0.19% | 0.33% | 0.61% | Q4 2018 | Q3 2023 | 20 |
Forefront Analytics, LLC | 20 | 20 | 3.28% | 5.08% | 6.96% | Q4 2018 | Q3 2023 | 20 |
Zions Bancorporation, N.A. | 20 | 20 | 0.02% | 0.05% | 0.31% | Q4 2018 | Q3 2023 | 20 |
Calamos Wealth Management LLC | 20 | 20 | 0.03% | 0.56% | 4.03% | Q4 2018 | Q3 2023 | 20 |
Cedar Brook Financial Partners, LLC | 20 | 20 | 0.23% | 0.42% | 1.23% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.05% | 0.14% | 0.49% | Q4 2017 | Q3 2022 | 20 |
Private Portfolio Partners LLC | 20 | 20 | 0.06% | 0.10% | 0.26% | Q4 2018 | Q3 2023 | 20 |
Strategic Family Wealth Counselors, L.L.C. | 20 | 20 | 0.81% | 1.61% | 3.44% | Q4 2018 | Q3 2023 | 20 |
TrinityPoint Wealth, LLC | 20 | 20 | 0.06% | 0.11% | 0.26% | Q4 2018 | Q3 2023 | 20 |
ACG Wealth | 20 | 20 | 0.10% | 0.23% | 0.52% | Q2 2015 | Q1 2020 | 20 |
Allianz Asset Management GmbH | 8 | 1 | 0.00% | 0.02% | 0.12% | Q1 2016 | Q3 2023 | 20 |
Formidable Asset Management, LLC | 18 | 2 | 0.11% | 0.76% | 4.47% | Q2 2017 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.04% | 0.20% | 0.29% | Q4 2018 | Q3 2023 | 20 |
Fernwood Investment Management, LLC | 14 | 6 | 0.09% | 0.11% | 0.16% | Q3 2018 | Q3 2023 | 20 |
WealthBridge Capital Management, LLC | 20 | 20 | 0.08% | 0.13% | 0.21% | Q4 2018 | Q3 2023 | 20 |
FIRST NATIONAL CORP /MA/ /ADV | 20 | 20 | 0.13% | 0.18% | 0.28% | Q4 2018 | Q3 2023 | 20 |
SNS Financial Group, LLC | 20 | 20 | 0.09% | 2.30% | 3.47% | Q4 2018 | Q3 2023 | 20 |
Ellis Investment Partners, LLC | 20 | 20 | 0.34% | 0.48% | 0.79% | Q4 2018 | Q3 2023 | 20 |
Manchester Capital Management LLC | 19 | 1 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q3 2023 | 20 |
Larson Financial Group LLC | 20 | 20 | 0.00% | 0.04% | 0.10% | Q4 2018 | Q3 2023 | 20 |
Aspire Private Capital, LLC | 20 | 20 | 0.00% | 0.25% | 0.46% | Q4 2018 | Q3 2023 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q2 2022 | 20 |
WealthOne, LLC | 20 | 20 | 1.59% | 3.40% | 7.54% | Q4 2018 | Q3 2023 | 20 |
Frisch Financial Group, Inc. | 20 | 20 | 1.00% | 1.71% | 3.90% | Q4 2018 | Q3 2023 | 20 |
Eukles Asset Management | 20 | 20 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.10% | 0.25% | 0.45% | Q4 2018 | Q3 2023 | 20 |
GenWealth Group, Inc. | 17 | 3 | 0.06% | 0.16% | 0.29% | Q2 2017 | Q2 2022 | 20 |
Western Wealth Management, LLC | 11 | 8 | 0.09% | 0.16% | 0.25% | Q4 2018 | Q3 2023 | 19 |
Lantz Financial LLC | 19 | 19 | 3.02% | 5.15% | 6.48% | Q1 2019 | Q3 2023 | 19 |
Titus Wealth Management | 19 | 19 | 1.75% | 11.09% | 15.27% | Q4 2017 | Q2 2022 | 19 |
Wolff Financial Management LLC | 10 | 9 | 1.18% | 5.41% | 10.98% | Q4 2018 | Q3 2023 | 19 |
PROVIDA PENSION FUND ADMINISTRATOR | 9 | 2 | 0.04% | 0.78% | 2.60% | Q4 2013 | Q4 2019 | 19 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 13 | 6 | 0.00% | 0.76% | 2.96% | Q4 2016 | Q3 2023 | 19 |
Weaver Consulting Group | 19 | 19 | 0.43% | 0.93% | 2.83% | Q1 2019 | Q3 2023 | 19 |
BB&T SECURITIES, LLC | 16 | 3 | 0.01% | 0.04% | 0.10% | Q4 2014 | Q3 2019 | 19 |
Black Diamond Financial, LLC | 11 | 8 | 0.18% | 0.28% | 0.49% | Q4 2018 | Q3 2023 | 19 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 19 | 19 | 0.12% | 0.18% | 0.24% | Q1 2019 | Q3 2023 | 19 |
RDA Financial Network | 19 | 19 | 0.19% | 0.56% | 0.86% | Q1 2019 | Q3 2023 | 19 |
Financial Insights, Inc. | 18 | 1 | 0.09% | 0.46% | 0.76% | Q4 2018 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.10% | 0.46% | 0.94% | Q4 2017 | Q2 2022 | 19 |
PRIO WEALTH LIMITED PARTNERSHIP | 19 | 19 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2017 | 19 |
Advisory Alpha, LLC | 19 | 19 | 0.02% | 0.05% | 0.13% | Q4 2018 | Q2 2023 | 19 |
COMERICA SECURITIES,INC. | 19 | 19 | 0.06% | 0.17% | 0.66% | Q1 2019 | Q3 2023 | 19 |
Mutual Advisors, LLC | 18 | 1 | 0.04% | 0.12% | 0.37% | Q4 2017 | Q3 2023 | 19 |
Financial Advisors Network, Inc. | 13 | 1 | 0.37% | 1.38% | 3.44% | Q4 2016 | Q4 2021 | 19 |
COMERICA BANK | 15 | 1 | 0.00% | 0.07% | 0.17% | Q2 2013 | Q3 2023 | 19 |
SeaCrest Wealth Management, LLC | 19 | 19 | 0.02% | 0.08% | 0.24% | Q4 2017 | Q2 2022 | 19 |
Rikoon Group, LLC | 19 | 19 | 0.09% | 0.42% | 1.54% | Q3 2016 | Q1 2021 | 19 |
SALEM INVESTMENT COUNSELORS INC | 18 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 19 |
Realta Investment Advisors | 19 | 19 | 0.30% | 0.39% | 0.53% | Q1 2019 | Q3 2023 | 19 |
Merit Financial Group, LLC | 19 | 19 | 0.03% | 0.19% | 0.72% | Q1 2019 | Q3 2023 | 19 |
Altium Wealth Management LLC | 19 | 19 | 0.04% | 0.25% | 1.40% | Q4 2017 | Q2 2022 | 19 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 17 | 2 | 0.00% | 0.01% | 0.24% | Q3 2018 | Q3 2023 | 19 |
Kohmann Bosshard Financial Services, LLC | 19 | 19 | 0.06% | 0.79% | 2.64% | Q1 2019 | Q3 2023 | 19 |
Shulman DeMeo Asset Management LLC | 11 | 8 | 1.14% | 1.44% | 2.33% | Q4 2018 | Q3 2023 | 19 |
Sequoia Financial Advisors, LLC | 10 | 8 | 0.01% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 18 |
First Personal Financial Services | 13 | 5 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 18 |
SUMMIT FINANCIAL GROUP, INC. | 18 | 18 | 0.73% | 0.99% | 1.34% | Q2 2019 | Q3 2023 | 18 |
Wealthspire Advisors, LLC | 18 | 18 | 0.06% | 0.14% | 0.25% | Q2 2019 | Q3 2023 | 18 |
MILLENNIUM MANAGEMENT LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q1 2022 | 18 |
TRUSTCORE FINANCIAL SERVICES, LLC | 9 | 4 | 0.00% | 0.01% | 0.05% | Q4 2017 | Q4 2022 | 18 |
Emery Howard Portfolio Management, Inc. | 13 | 5 | 0.03% | 0.04% | 0.05% | Q4 2016 | Q4 2021 | 18 |
Family Capital Trust Co | 18 | 18 | 0.05% | 0.09% | 0.13% | Q2 2019 | Q3 2023 | 18 |
BAHL & GAYNOR INC | 16 | 2 | 0.03% | 0.07% | 0.28% | Q3 2013 | Q1 2018 | 18 |
MOTCO | 18 | 18 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2019 | 18 |
Mandatum Life Insurance Co Ltd | 18 | 18 | 0.06% | 0.08% | 0.10% | Q4 2015 | Q1 2020 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.18% | 0.25% | 0.39% | Q2 2013 | Q3 2017 | 18 |
MERCER GLOBAL ADVISORS INC /ADV | 17 | 1 | 0.00% | 0.03% | 0.08% | Q1 2019 | Q3 2023 | 18 |
Wealth Advisors of Tampa Bay, LLC | 18 | 18 | 0.20% | 0.26% | 0.41% | Q2 2019 | Q3 2023 | 18 |
MBM Wealth Consultants, LLC | 18 | 18 | 0.00% | 0.01% | 0.06% | Q4 2018 | Q1 2023 | 18 |
ASSETMARK, INC | 8 | 1 | 0.00% | 0.03% | 0.33% | Q2 2014 | Q2 2023 | 18 |
NATIONAL PLANNING CORP | 18 | 18 | 0.14% | 0.22% | 0.32% | Q2 2013 | Q3 2017 | 18 |
Jackson Hole Capital Partners, LLC | 18 | 18 | 0.04% | 0.06% | 0.08% | Q2 2019 | Q3 2023 | 18 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 17 | 17 | 0.12% | 0.20% | 0.28% | Q1 2016 | Q1 2020 | 17 |
TWO SIGMA INVESTMENTS, LP | 15 | 2 | 0.01% | 0.03% | 0.08% | Q3 2018 | Q4 2022 | 17 |
INVESTMENT CENTERS OF AMERICA INC | 17 | 17 | 0.08% | 0.15% | 0.26% | Q3 2013 | Q3 2017 | 17 |
KMG FIDUCIARY PARTNERS, LLC | 17 | 17 | 0.04% | 0.15% | 0.25% | Q3 2019 | Q3 2023 | 17 |
Lehman & Derafelo Financial Resources LLC | 17 | 17 | 0.43% | 0.56% | 0.77% | Q4 2018 | Q4 2022 | 17 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 2 | 0.02% | 0.19% | 0.97% | Q4 2018 | Q3 2023 | 17 |
HBW ADVISORY SERVICES LLC | 17 | 17 | 0.05% | 0.25% | 1.00% | Q3 2019 | Q3 2023 | 17 |
SII INVESTMENTS INC/WI | 9 | 8 | 0.02% | 0.04% | 0.09% | Q3 2013 | Q4 2017 | 17 |
Sowell Financial Services LLC | 10 | 2 | 0.08% | 0.16% | 0.27% | Q4 2018 | Q3 2023 | 17 |
Hochman Cole Investment Advisors, Inc. | 17 | 17 | 0.21% | 0.35% | 0.72% | Q4 2015 | Q4 2019 | 17 |
Capital Advisory Group Advisory Services, LLC | 15 | 2 | 0.02% | 0.35% | 2.12% | Q1 2018 | Q2 2022 | 17 |
PrairieView Partners, LLC | 17 | 17 | 0.00% | 0.02% | 0.11% | Q3 2019 | Q3 2023 | 17 |
NorthRock Partners, LLC | 17 | 17 | 0.04% | 0.37% | 3.60% | Q3 2019 | Q3 2023 | 17 |
BEACON TRUST CO | 17 | 17 | 0.08% | 0.35% | 1.34% | Q1 2013 | Q1 2017 | 17 |
Connecticut Wealth Management, LLC | 10 | 7 | 0.23% | 1.02% | 1.96% | Q2 2019 | Q3 2023 | 17 |
WFG Advisors, LP | 17 | 17 | 0.00% | 0.04% | 0.11% | Q2 2013 | Q2 2017 | 17 |
Lenox Wealth Advisors, LLC | 13 | 4 | 0.01% | 0.06% | 0.22% | Q2 2013 | Q1 2022 | 17 |
IFG Advisory, LLC | 17 | 17 | 0.10% | 0.16% | 0.24% | Q3 2019 | Q3 2023 | 17 |
Vestmark Advisory Solutions, Inc. | 14 | 3 | 0.02% | 0.07% | 0.16% | Q1 2019 | Q2 2023 | 17 |
Mission Creek Capital Partners, Inc. | 16 | 16 | 0.08% | 0.15% | 0.22% | Q4 2019 | Q3 2023 | 16 |
Arkadios Wealth Advisors | 16 | 16 | 0.00% | 0.31% | 1.13% | Q4 2019 | Q3 2023 | 16 |
KFA Private Wealth Group, LLC | 16 | 16 | 0.18% | 3.30% | 5.78% | Q4 2019 | Q3 2023 | 16 |
CAPTRUST FINANCIAL ADVISORS | 14 | 2 | 0.00% | 0.04% | 0.06% | Q2 2019 | Q3 2023 | 16 |
Chicago Partners Investment Group LLC | 16 | 16 | 0.04% | 0.14% | 0.36% | Q4 2019 | Q3 2023 | 16 |
Visionary Wealth Advisors | 16 | 16 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 16 |
PATHSTONE FAMILY OFFICE, LLC | 14 | 2 | 0.12% | 0.99% | 3.63% | Q2 2017 | Q2 2021 | 16 |
WealthTrust-Arizona, LLC | 16 | 16 | 0.04% | 0.17% | 0.27% | Q1 2015 | Q4 2018 | 16 |
Integrated Advisors Network LLC | 16 | 16 | 0.04% | 0.15% | 0.50% | Q4 2019 | Q3 2023 | 16 |
CFM WEALTH PARTNERS LLC | 16 | 16 | 0.08% | 0.11% | 0.16% | Q4 2019 | Q3 2023 | 16 |
RFG Advisory, LLC | 8 | 8 | 0.12% | 0.38% | 0.68% | Q4 2018 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.01% | 0.19% | 0.81% | Q4 2019 | Q3 2023 | 16 |
Firestone Capital Management | 16 | 16 | 0.12% | 0.13% | 0.20% | Q4 2019 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.13% | 0.34% | 2.71% | Q4 2019 | Q3 2023 | 16 |
Element Wealth, LLC | 16 | 16 | 0.59% | 0.94% | 1.26% | Q4 2019 | Q3 2023 | 16 |
Cedar Mountain Advisors, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 15 | 1 | 0.00% | 0.44% | 0.56% | Q4 2018 | Q3 2023 | 16 |
BELLEVUE ASSET MANAGEMENT, LLC | 16 | 16 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q3 2023 | 16 |
NIPPON LIFE INSURANCE CO | 16 | 16 | 1.34% | 2.74% | 3.55% | Q2 2013 | Q1 2017 | 16 |
NBT BANK N A /NY | 16 | 16 | 0.04% | 0.10% | 0.14% | Q4 2019 | Q3 2023 | 16 |
Sowa Financial Group, Inc. | 16 | 16 | 2.29% | 3.17% | 6.67% | Q4 2019 | Q3 2023 | 16 |
HOHIMER WEALTH MANAGEMENT, LLC | 16 | 16 | 0.24% | 0.34% | 0.66% | Q4 2019 | Q3 2023 | 16 |
Rockefeller Capital Management L.P. | 16 | 16 | 0.00% | 0.02% | 0.08% | Q4 2019 | Q3 2023 | 16 |
VAUGHAN & Co SECURITIES, INC. | 16 | 16 | 9.46% | 10.35% | 11.71% | Q4 2019 | Q3 2023 | 16 |
Core Wealth Advisors, Inc. | 16 | 16 | 0.02% | 0.21% | 1.42% | Q4 2019 | Q3 2023 | 16 |
Teamwork Financial Advisors, LLC | 16 | 16 | 0.17% | 1.69% | 4.58% | Q4 2019 | Q3 2023 | 16 |
SUNTRUST BANKS INC | 16 | 16 | 0.00% | 0.03% | 0.04% | Q4 2015 | Q3 2019 | 16 |
Essex Private Wealth Management, LLC | 16 | 16 | 2.78% | 7.56% | 14.33% | Q4 2019 | Q3 2023 | 16 |
Beacon Financial Advisory LLC | 16 | 16 | 0.13% | 0.21% | 0.31% | Q4 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.16% | 0.20% | 0.27% | Q4 2019 | Q3 2023 | 16 |
FAS Wealth Partners, Inc. | 16 | 16 | 0.00% | 0.54% | 0.86% | Q4 2019 | Q3 2023 | 16 |
New England Investment & Retirement Group, Inc. | 15 | 1 | 0.00% | 1.19% | 7.01% | Q3 2014 | Q1 2020 | 16 |
EPG Wealth Management LLC | 16 | 16 | 0.04% | 0.24% | 1.26% | Q4 2019 | Q3 2023 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.02% | 0.25% | 1.66% | Q4 2019 | Q3 2023 | 16 |
PATTON ALBERTSON MILLER GROUP, LLC | 6 | 1 | 0.06% | 1.34% | 2.80% | Q1 2017 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.04% | 0.06% | 0.10% | Q4 2019 | Q3 2023 | 16 |
COLONY GROUP LLC | 5 | 1 | 0.00% | 0.02% | 0.08% | Q2 2014 | Q3 2023 | 16 |
Soltis Investment Advisors LLC | 16 | 16 | 0.06% | 0.09% | 0.22% | Q4 2019 | Q3 2023 | 16 |
SG Americas Securities, LLC | 5 | 1 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2018 | 15 |
Stuart Chaussee & Associates, Inc. | 11 | 1 | 0.01% | 1.47% | 12.40% | Q1 2016 | Q1 2022 | 15 |
Ausdal Financial Partners, Inc. | 8 | 1 | 0.02% | 0.07% | 0.14% | Q4 2015 | Q3 2022 | 15 |
Graypoint LLC | 15 | 15 | 0.73% | 0.98% | 1.28% | Q1 2020 | Q3 2023 | 15 |
PACIFIC SUN FINANCIAL CORP | 6 | 1 | 0.24% | 0.36% | 0.60% | Q1 2018 | Q2 2023 | 15 |
Madden Advisory Services, Inc. | 15 | 15 | 0.77% | 1.00% | 2.16% | Q1 2020 | Q3 2023 | 15 |
Wellspring Financial Advisors, LLC | 15 | 15 | 0.20% | 0.31% | 0.38% | Q1 2020 | Q3 2023 | 15 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 15 | 15 | 0.04% | 0.04% | 0.05% | Q1 2020 | Q3 2023 | 15 |
TD ASSET MANAGEMENT INC | 9 | 6 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2019 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.03% | 0.04% | 0.07% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.10% | 0.18% | 0.68% | Q2 2016 | Q4 2019 | 15 |
Kerntke Otto McGlone Wealth Management Group | 8 | 7 | 0.26% | 3.53% | 9.42% | Q4 2019 | Q3 2023 | 15 |
Belpointe Asset Management LLC | 12 | 1 | 0.01% | 0.02% | 0.08% | Q3 2018 | Q1 2023 | 15 |
Rainier Group Investment Advisory LLC | 13 | 2 | 0.11% | 0.23% | 0.33% | Q4 2016 | Q3 2020 | 15 |
Cranbrook Wealth Management, LLC | 15 | 15 | 0.03% | 0.04% | 0.05% | Q3 2016 | Q1 2020 | 15 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 14 | 1 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q3 2019 | 15 |
CVA Family Office, LLC | 15 | 15 | 0.17% | 0.32% | 0.62% | Q1 2020 | Q3 2023 | 15 |
BRIGHTON JONES LLC | 11 | 1 | 0.01% | 0.03% | 0.05% | Q2 2017 | Q3 2023 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.20% | 0.40% | 0.59% | Q2 2013 | Q4 2016 | 15 |
AVIANCE CAPITAL MANAGEMENT, LLC | 8 | 7 | 0.01% | 0.20% | 0.43% | Q2 2013 | Q1 2017 | 15 |
Tranquility Partners, LLC | 10 | 5 | 0.18% | 0.46% | 1.24% | Q2 2019 | Q2 2023 | 15 |
BCS Wealth Management | 10 | 5 | 0.22% | 0.39% | 0.67% | Q4 2019 | Q3 2023 | 15 |
HERON FINANCIAL GROUP, LLC | 15 | 15 | 0.21% | 0.29% | 0.33% | Q4 2019 | Q2 2023 | 15 |
Private Ocean, LLC | 10 | 1 | 0.01% | 0.04% | 0.08% | Q4 2017 | Q3 2023 | 15 |
BROWN BROTHERS HARRIMAN & CO | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2022 | 15 |
LifePlan Financial Group, Inc | 15 | 15 | 0.06% | 0.14% | 0.21% | Q1 2017 | Q3 2020 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.05% | 0.14% | 0.59% | Q1 2020 | Q3 2023 | 15 |
Ballew Advisors, Inc | 15 | 15 | 0.66% | 0.81% | 1.02% | Q4 2017 | Q2 2021 | 15 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8 | 7 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 15 |
Global Strategic Investment Solutions, LLC | 15 | 15 | 0.48% | 1.59% | 2.47% | Q1 2020 | Q3 2023 | 15 |
Gray Wealth Management Inc. | 15 | 15 | 0.27% | 0.35% | 0.48% | Q1 2020 | Q3 2023 | 15 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Astor Investment Management LLC | 13 | 1 | 0.07% | 2.77% | 8.13% | Q1 2014 | Q4 2022 | 15 |
CYPRESS CAPITAL MANAGEMENT LLC | 10 | 5 | 0.02% | 0.05% | 0.08% | Q4 2017 | Q2 2022 | 15 |
WESTPORT RESOURCES MANAGEMENT INC | 14 | 14 | 0.00% | 0.18% | 0.45% | Q2 2013 | Q3 2016 | 14 |
Wealthstar Advisors, LLC | 10 | 4 | 0.11% | 0.36% | 3.01% | Q2 2019 | Q3 2023 | 14 |
Keystone Financial Group | 14 | 14 | 0.04% | 0.67% | 1.63% | Q1 2018 | Q2 2021 | 14 |
Sound View Wealth Advisors Group, LLC | 14 | 14 | 0.11% | 0.12% | 0.14% | Q2 2020 | Q3 2023 | 14 |
BRR OpCo, LLC | 14 | 14 | 0.10% | 0.12% | 0.13% | Q2 2019 | Q3 2022 | 14 |
Atlas Private Wealth Advisors | 14 | 14 | 0.37% | 0.59% | 0.75% | Q2 2020 | Q3 2023 | 14 |
Brown Advisory Securities, LLC | 14 | 14 | 0.06% | 0.22% | 0.32% | Q1 2016 | Q2 2019 | 14 |
Monterey Private Wealth, Inc. | 13 | 1 | 0.12% | 0.15% | 0.18% | Q4 2019 | Q3 2023 | 14 |
Avidian Wealth Solutions, LLC | 8 | 6 | 0.01% | 0.13% | 0.38% | Q1 2014 | Q3 2023 | 14 |
Simply Money Advisors | 14 | 14 | 0.14% | 2.69% | 6.69% | Q4 2014 | Q1 2018 | 14 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 13 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2022 | 14 |
WEDBUSH SECURITIES INC | 6 | 2 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 14 |
Tennessee Valley Asset Management Partners | 9 | 2 | 0.08% | 0.13% | 0.17% | Q2 2019 | Q3 2023 | 14 |
PDS Planning, Inc | 9 | 1 | 0.05% | 0.10% | 0.18% | Q3 2018 | Q2 2022 | 14 |
Private Wealth Advisors, Inc. | 11 | 3 | 0.14% | 0.31% | 0.81% | Q2 2017 | Q4 2020 | 14 |
HAMEL ASSOCIATES, INC. | 14 | 14 | 0.04% | 0.58% | 1.08% | Q1 2016 | Q2 2019 | 14 |
AMG National Trust Bank | 14 | 14 | 0.05% | 0.06% | 0.09% | Q2 2020 | Q3 2023 | 14 |
CAHILL FINANCIAL ADVISORS INC | 14 | 14 | 0.11% | 0.43% | 0.66% | Q2 2020 | Q3 2023 | 14 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.20% | 0.42% | 0.60% | Q4 2019 | Q3 2023 | 14 |
Northwest Bancshares, Inc. | 14 | 14 | 0.16% | 0.29% | 0.44% | Q2 2020 | Q3 2023 | 14 |
WOLVERINE TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2022 | 14 |
Concorde Asset Management, LLC | 9 | 2 | 0.16% | 0.37% | 1.38% | Q4 2017 | Q3 2023 | 14 |
MAGNOLIA CAPITAL ADVISORS LLC | 14 | 14 | 0.16% | 0.27% | 0.93% | Q2 2020 | Q3 2023 | 14 |
Inscription Capital, LLC | 10 | 4 | 0.04% | 0.19% | 0.45% | Q4 2018 | Q2 2022 | 14 |
LAZARD ASSET MANAGEMENT LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
JANUS HENDERSON GROUP PLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2016 | 14 |
FRANKLIN RESOURCES INC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
TWO SIGMA ADVISERS, LP | 13 | 13 | 0.00% | 0.02% | 0.04% | Q3 2019 | Q3 2022 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.07% | 0.15% | 0.41% | Q3 2020 | Q3 2023 | 13 |
BBR PARTNERS, LLC | 13 | 13 | 0.06% | 0.08% | 0.11% | Q2 2013 | Q2 2016 | 13 |
First Horizon Advisors, Inc. | 11 | 2 | 0.00% | 0.01% | 0.07% | Q1 2020 | Q3 2023 | 13 |
Arete Wealth Advisors, LLC | 8 | 1 | 0.02% | 0.19% | 0.40% | Q4 2016 | Q2 2023 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.03% | 0.06% | 0.09% | Q3 2020 | Q3 2023 | 13 |
BANQUE PICTET & CIE SA | 7 | 6 | 0.00% | 0.05% | 0.14% | Q4 2013 | Q1 2020 | 13 |
CAROLINAS WEALTH CONSULTING LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q2 2023 | 13 |
Axiom Investment Management LLC | 13 | 13 | 0.06% | 0.26% | 0.48% | Q4 2018 | Q4 2021 | 13 |
FormulaFolio Investments, LLC | 9 | 4 | 0.03% | 0.18% | 0.73% | Q1 2016 | Q4 2019 | 13 |
Aptus Capital Advisors, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 13 |
First City Capital Management, Inc. | 12 | 1 | 0.07% | 0.13% | 0.20% | Q2 2013 | Q3 2020 | 13 |
RAND WEALTH, LLC | 13 | 13 | 0.05% | 0.10% | 0.14% | Q4 2014 | Q4 2017 | 13 |
PSI Advisors, LLC | 9 | 4 | 0.02% | 0.14% | 0.50% | Q4 2019 | Q3 2023 | 13 |
BlackRock Investment Management, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q4 2016 | 13 |
Renaissance Technologies | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2023 | 13 |
Ayalon Insurance Comp Ltd. | 7 | 6 | 0.03% | 0.54% | 2.09% | Q2 2015 | Q3 2023 | 13 |
Maltin Wealth Management, Inc. | 13 | 13 | 1.79% | 2.83% | 4.18% | Q3 2020 | Q3 2023 | 13 |
DERBY & COMPANY, INC | 13 | 13 | 0.30% | 0.40% | 0.58% | Q4 2017 | Q4 2020 | 13 |
QCI ASSET MANAGEMENT INC/NY | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q3 2021 | 13 |
Prime Capital Investment Advisors, LLC | 7 | 2 | 0.01% | 0.02% | 0.07% | Q4 2017 | Q3 2023 | 13 |
Centric Wealth Management | 9 | 4 | 0.10% | 0.21% | 0.35% | Q4 2018 | Q1 2022 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Hixon Zuercher, LLC | 13 | 13 | 0.12% | 0.16% | 0.18% | Q3 2020 | Q3 2023 | 13 |
Key FInancial Inc | 12 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 13 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 13 | 13 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Financial Sense Advisors, Inc. | 7 | 1 | 0.16% | 0.44% | 0.59% | Q3 2015 | Q1 2020 | 13 |
Clark Capital Management Group, Inc. | 4 | 1 | 0.02% | 0.62% | 1.90% | Q4 2013 | Q4 2022 | 13 |
PagnatoKarp Partners LLC | 13 | 13 | 0.07% | 0.34% | 0.56% | Q4 2016 | Q4 2019 | 13 |
CapWealth Advisors, LLC | 7 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 13 |
Investors Capital Advisory Services | 13 | 13 | 0.13% | 0.20% | 0.28% | Q2 2013 | Q2 2016 | 13 |
COLDSTREAM CAPITAL MANAGEMENT INC | 7 | 2 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 13 |
Pettinga Financial Advisors LLC | 6 | 3 | 0.05% | 0.26% | 0.87% | Q1 2019 | Q3 2023 | 13 |
TRUST CO OF VERMONT | 9 | 1 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q1 2023 | 13 |
QUEST CAPITAL MANAGEMENT INC /ADV | 13 | 13 | 0.14% | 0.18% | 0.22% | Q4 2018 | Q4 2021 | 13 |
Baker Avenue Asset Management, LP | 4 | 2 | 0.00% | 0.15% | 0.85% | Q2 2016 | Q3 2023 | 13 |
NORTH AMERICAN MANAGEMENT CORP | 13 | 13 | 0.65% | 0.86% | 1.14% | Q1 2018 | Q1 2021 | 13 |
Simplicity Solutions, LLC | 7 | 1 | 0.00% | 0.17% | 0.52% | Q4 2014 | Q1 2023 | 13 |
Stonebridge Capital Advisors LLC | 8 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2022 | 13 |
Endurance Wealth Management, Inc. | 7 | 5 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q4 2020 | 12 |
SMITH HAYES Advisers, Inc | 12 | 12 | 0.12% | 0.17% | 0.21% | Q2 2013 | Q1 2016 | 12 |
Capital Asset Advisory Services LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2022 | 12 |
Argent Trust Co | 12 | 12 | 0.04% | 0.06% | 0.16% | Q4 2020 | Q3 2023 | 12 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 12 | 12 | 0.14% | 0.26% | 0.40% | Q4 2020 | Q3 2023 | 12 |
VALLEY NATIONAL ADVISERS INC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Onyx Bridge Wealth Group LLC | 12 | 12 | 0.19% | 0.27% | 0.39% | Q4 2020 | Q3 2023 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.04% | 0.11% | 0.22% | Q4 2018 | Q3 2021 | 12 |
HighMark Wealth Management LLC | 12 | 12 | 0.01% | 0.02% | 0.07% | Q4 2019 | Q3 2022 | 12 |
Cresset Asset Management, LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 12 |
Mayflower Financial Advisors, LLC | 12 | 12 | 0.22% | 0.31% | 0.47% | Q4 2020 | Q3 2023 | 12 |
North Star Investment Management Corp. | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
HRT FINANCIAL LP | 4 | 1 | 0.00% | 0.45% | 4.25% | Q2 2015 | Q2 2023 | 12 |
Thrive Capital Management, LLC | 12 | 12 | 0.33% | 0.89% | 1.28% | Q4 2020 | Q3 2023 | 12 |
FDx Advisors, Inc. | 6 | 6 | 0.01% | 0.02% | 0.05% | Q1 2016 | Q3 2023 | 12 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 12 | 12 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.31% | 0.41% | 0.55% | Q4 2020 | Q3 2023 | 12 |
Certified Advisory Corp | 11 | 1 | 0.44% | 0.88% | 1.26% | Q4 2017 | Q1 2021 | 12 |
TrueWealth Advisors, LLC | 12 | 12 | 0.11% | 0.32% | 1.03% | Q4 2020 | Q3 2023 | 12 |
BRINKER CAPITAL INC | 8 | 4 | 0.01% | 0.14% | 0.60% | Q3 2016 | Q2 2020 | 12 |
Tacita Capital Inc | 12 | 12 | 0.31% | 0.49% | 0.64% | Q4 2020 | Q3 2023 | 12 |
TECTONIC ADVISORS LLC | 12 | 12 | 0.04% | 0.13% | 0.30% | Q4 2020 | Q3 2023 | 12 |
VESTOR CAPITAL, LLC | 12 | 12 | 0.06% | 0.11% | 0.18% | Q2 2017 | Q1 2020 | 12 |
David J Yvars Group | 12 | 12 | 0.15% | 0.34% | 0.67% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.01% | 0.09% | 0.54% | Q4 2020 | Q3 2023 | 12 |
JONES FINANCIAL COMPANIES LLLP | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
SAX WEALTH ADVISORS, LLC | 12 | 12 | 0.15% | 0.19% | 0.29% | Q4 2020 | Q3 2023 | 12 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 12 | 12 | 0.77% | 1.93% | 6.42% | Q4 2020 | Q3 2023 | 12 |
Joseph P. Lucia & Associates, LLC | 6 | 2 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q2 2022 | 12 |
DIVIDEND ASSETS CAPITAL, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
COWA, LLC | 12 | 12 | 1.98% | 3.15% | 4.85% | Q4 2020 | Q3 2023 | 12 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 10 | 2 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2021 | 12 |
Sanchez Wealth Management Group | 12 | 12 | 0.39% | 1.94% | 5.12% | Q4 2017 | Q3 2020 | 12 |
Gladstone Institutional Advisory LLC | 12 | 12 | 0.05% | 0.09% | 0.15% | Q4 2020 | Q3 2023 | 12 |
APPLETON PARTNERS INC/MA | 12 | 12 | 0.03% | 0.04% | 0.05% | Q1 2017 | Q4 2019 | 12 |
DB Wealth Management Group, LLC | 12 | 12 | 1.01% | 2.26% | 4.01% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2016 | 12 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 12 | 12 | 0.01% | 0.10% | 0.18% | Q4 2015 | Q3 2018 | 12 |
Mosaic Family Wealth, LLC | 12 | 12 | 0.10% | 0.31% | 0.44% | Q1 2019 | Q4 2021 | 12 |
HOLLENCREST CAPITAL MANAGEMENT | 7 | 4 | 0.01% | 0.06% | 0.09% | Q4 2013 | Q3 2023 | 11 |
Global Financial Private Capital, Inc | 7 | 1 | 0.00% | 0.12% | 0.74% | Q1 2017 | Q1 2020 | 11 |
Stratos Wealth Advisors, LLC | 10 | 1 | 0.02% | 0.04% | 0.12% | Q1 2020 | Q3 2023 | 11 |
Citizens National Bank Trust Department | 11 | 11 | 0.05% | 0.07% | 0.09% | Q1 2021 | Q3 2023 | 11 |
Noven Financial Group, Inc. | 8 | 3 | 1.11% | 8.34% | 12.21% | Q1 2016 | Q2 2019 | 11 |
Stevens First Principles Investment Advisors | 11 | 11 | 0.01% | 0.06% | 0.08% | Q4 2016 | Q2 2019 | 11 |
CHEMICAL BANK | 11 | 11 | 0.15% | 0.16% | 0.18% | Q4 2016 | Q2 2019 | 11 |
YorkBridge Wealth Partners, LLC | 11 | 11 | 0.03% | 0.04% | 0.04% | Q4 2016 | Q2 2019 | 11 |
OPUS INVESTMENT MANAGEMENT INC | 10 | 1 | 0.19% | 2.82% | 3.94% | Q2 2016 | Q2 2019 | 11 |
Koshinski Asset Management, Inc. | 7 | 1 | 0.01% | 0.14% | 0.28% | Q2 2017 | Q1 2022 | 11 |
Marquette Asset Management, LLC | 11 | 11 | 0.11% | 0.14% | 0.15% | Q4 2015 | Q2 2018 | 11 |
ARMSTRONG HENRY H ASSOCIATES INC | 11 | 11 | 0.05% | 0.06% | 0.06% | Q2 2016 | Q4 2018 | 11 |
Qube Research & Technologies Ltd | 4 | 1 | 0.00% | 0.04% | 0.09% | Q4 2019 | Q3 2023 | 11 |
Glassman Wealth Services | 9 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 11 |
Spectrum Asset Management, Inc. (NB/CA) | 11 | 11 | 0.27% | 1.17% | 2.75% | Q4 2018 | Q2 2021 | 11 |
Karp Capital Management Corp | 7 | 4 | 0.05% | 0.59% | 2.03% | Q4 2014 | Q2 2020 | 11 |
Perigon Wealth Management, LLC | 6 | 1 | 0.00% | 0.06% | 0.16% | Q3 2011 | Q3 2023 | 11 |
New Capital Management LP | 11 | 11 | 0.07% | 0.77% | 1.34% | Q4 2016 | Q2 2019 | 11 |
EATON VANCE MANAGEMENT | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 11 |
First Citizens Financial Corp | 11 | 11 | 0.20% | 0.42% | 0.73% | Q4 2019 | Q2 2022 | 11 |
Lumature Wealth Partners, LLC | 11 | 11 | 0.03% | 0.05% | 0.08% | Q4 2020 | Q2 2023 | 11 |
VALLEY FORGE ASSET MANAGEMENT, LLC | 11 | 11 | 0.09% | 0.21% | 0.39% | Q2 2013 | Q4 2015 | 11 |
SIMMONS FIRST TRUST CO NA | 11 | 11 | 0.18% | 0.96% | 3.10% | Q2 2013 | Q4 2015 | 11 |
SHELTON CAPITAL MANAGEMENT | 11 | 11 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q4 2019 | 11 |
Providence Capital Advisors, LLC | 11 | 11 | 0.20% | 0.23% | 0.25% | Q4 2018 | Q2 2021 | 11 |
Sargent Bickham Lagudis LLC | 7 | 4 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2022 | 11 |
Capital Advisors Wealth Management, LLC | 11 | 11 | 0.15% | 0.19% | 0.26% | Q1 2021 | Q3 2023 | 11 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 7 | 4 | 0.06% | 1.96% | 6.57% | Q1 2016 | Q3 2023 | 11 |
Insight Wealth Strategies, LLC | 11 | 11 | 0.03% | 0.17% | 0.37% | Q4 2018 | Q2 2021 | 11 |
GFS Advisors, LLC | 10 | 1 | 0.01% | 0.40% | 0.50% | Q1 2016 | Q4 2021 | 11 |
CIBC Private Wealth Group, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 11 |
RIDGECREST WEALTH PARTNERS, LLC | 11 | 11 | 0.69% | 1.00% | 1.33% | Q1 2021 | Q3 2023 | 11 |
Avior Wealth Management, LLC | 5 | 2 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q2 2023 | 11 |
BlackRock Institutional Trust Company, N.A. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.03% | 0.08% | Q1 2021 | Q3 2023 | 11 |
Compagnie Lombard Odier SCmA | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2017 | 11 |
Divergent Wealth Advisors | 11 | 11 | 4.11% | 4.66% | 5.46% | Q4 2017 | Q2 2020 | 11 |
Csenge Advisory Group | 6 | 2 | 0.03% | 0.16% | 0.37% | Q3 2018 | Q3 2023 | 11 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 5 | 1 | 0.03% | 0.07% | 0.12% | Q1 2019 | Q3 2023 | 11 |
BARINGS LLC | 7 | 1 | 0.01% | 0.94% | 3.09% | Q2 2018 | Q3 2023 | 11 |
CIBC BANK USA | 11 | 11 | 0.04% | 0.08% | 0.17% | Q2 2013 | Q4 2015 | 11 |
Squar Milner Financial Services LLC | 11 | 11 | 0.35% | 0.53% | 0.74% | Q4 2017 | Q2 2020 | 11 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2018 | 11 |
Iron Horse Wealth Management, LLC | 6 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 10 |
Darwin Wealth Management, LLC | 10 | 10 | 0.06% | 0.14% | 0.25% | Q1 2018 | Q2 2020 | 10 |
Blume Capital Management, Inc. | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2016 | 10 |
CNB Bank | 8 | 1 | 0.01% | 0.03% | 0.09% | Q4 2017 | Q3 2022 | 10 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 10 | 10 | 0.18% | 0.23% | 0.28% | Q2 2021 | Q3 2023 | 10 |
HL FINANCIAL SERVICES LLC | 5 | 1 | 0.01% | 0.06% | 0.12% | Q3 2013 | Q1 2019 | 10 |
NORTHSTAR WEALTH PARTNERS LLC | 10 | 10 | 0.31% | 0.41% | 0.52% | Q1 2018 | Q2 2020 | 10 |
Foundations Investment Advisors, LLC | 6 | 1 | 0.01% | 1.58% | 15.14% | Q1 2020 | Q3 2023 | 10 |
RMB Capital Management, LLC | 10 | 10 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Enterprise Trust & Investment Co | 10 | 10 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q3 2021 | 10 |
Sonora Investment Management, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2020 | 10 |
Argentus Capital Management, LLC | 5 | 1 | 0.09% | 0.19% | 0.36% | Q2 2013 | Q3 2016 | 10 |
VSR Financial Services, Inc. | 8 | 2 | 0.03% | 0.10% | 0.46% | Q3 2013 | Q2 2016 | 10 |
MARINO, STRAM & ASSOCIATES LLC | 10 | 10 | 0.19% | 0.29% | 0.33% | Q4 2017 | Q1 2020 | 10 |
Wealthcare Advisory Partners LLC | 9 | 1 | 0.01% | 0.11% | 0.22% | Q1 2018 | Q1 2021 | 10 |
Pinnacle Summer Investments, Inc. | 10 | 10 | 0.00% | 0.14% | 0.22% | Q2 2013 | Q3 2015 | 10 |
KANALY TRUST CO | 10 | 10 | 0.02% | 0.02% | 0.03% | Q3 2014 | Q4 2016 | 10 |
Barnett & Company, Inc. | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2019 | 10 |
Accel Wealth Management | 10 | 10 | 0.05% | 0.07% | 0.10% | Q4 2020 | Q1 2023 | 10 |
Avestar Capital, LLC | 9 | 1 | 0.08% | 0.32% | 0.55% | Q4 2017 | Q3 2023 | 10 |
Brick & Kyle, Associates | 10 | 10 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q1 2017 | 10 |
SouthState Corp | 10 | 10 | 0.03% | 0.11% | 0.15% | Q2 2021 | Q3 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.02% | 0.04% | 0.07% | Q1 2021 | Q3 2023 | 10 |
Concert Wealth Management Inc. | 4 | 1 | 0.08% | 0.17% | 0.33% | Q2 2013 | Q1 2017 | 10 |
Portfolio Solutions, LLC | 9 | 1 | 0.02% | 0.06% | 0.09% | Q1 2016 | Q1 2022 | 10 |
Paragon Wealth Strategies, LLC | 8 | 2 | 0.00% | 0.22% | 0.30% | Q4 2016 | Q4 2022 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.02% | 0.05% | 0.11% | Q1 2021 | Q3 2023 | 10 |
Brookstone Capital Management | 10 | 10 | 0.01% | 0.03% | 0.10% | Q2 2021 | Q3 2023 | 10 |
EVOKE WEALTH, LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2022 | 10 |
WEBSTER BANK, N. A. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2020 | 10 |
Hoxton Financial, Inc. | 10 | 10 | 0.01% | 0.35% | 0.63% | Q2 2013 | Q3 2015 | 10 |
Zions Bancorporation | 10 | 10 | 0.00% | 0.04% | 0.14% | Q2 2016 | Q3 2018 | 10 |
Octavia Wealth Advisors, LLC | 10 | 10 | 0.05% | 0.07% | 0.10% | Q4 2020 | Q1 2023 | 10 |
Rothschild & Co Wealth Management UK Ltd | 10 | 10 | 0.01% | 0.02% | 0.06% | Q3 2015 | Q4 2017 | 10 |
Ledyard National Bank | 10 | 10 | 0.02% | 0.03% | 0.04% | Q3 2016 | Q4 2018 | 10 |
FineMark National Bank & Trust | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2016 | 10 |
TimeScale Financial, Inc. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2023 | 10 |
EFG Asset Management (Americas) Corp. | 8 | 1 | 0.06% | 0.23% | 0.46% | Q1 2015 | Q1 2019 | 10 |
AIMZ Investment Advisors, LLC | 9 | 1 | 0.08% | 0.11% | 0.14% | Q4 2019 | Q2 2022 | 10 |
TNF LLC | 9 | 9 | 0.12% | 0.46% | 1.51% | Q3 2021 | Q3 2023 | 9 |
TWO SIGMA SECURITIES, LLC | 3 | 1 | 0.00% | 0.04% | 0.28% | Q3 2017 | Q2 2023 | 9 |
IEQ CAPITAL, LLC | 4 | 1 | 0.01% | 0.01% | 0.03% | Q4 2019 | Q3 2022 | 9 |
MONEY CONCEPTS CAPITAL CORP | 5 | 2 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 9 |
FLOW TRADERS U.S. LLC | 2 | 1 | 0.02% | 0.14% | 0.79% | Q3 2016 | Q2 2023 | 9 |
Claret Asset Management Corp | 9 | 9 | 0.05% | 0.08% | 0.12% | Q4 2017 | Q4 2019 | 9 |
MGO ONE SEVEN LLC | 6 | 1 | 0.01% | 0.05% | 0.14% | Q4 2017 | Q3 2023 | 9 |
Sequoia Wealth Management, LLC | 9 | 9 | 1.89% | 2.69% | 7.60% | Q4 2017 | Q4 2019 | 9 |
Sageworth Trust Co | 5 | 4 | 0.00% | 0.11% | 0.29% | Q3 2013 | Q1 2018 | 9 |
ARS Wealth Advisors Group, LLC | 9 | 9 | 0.05% | 0.08% | 0.11% | Q3 2021 | Q3 2023 | 9 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 7 | 2 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 9 |
JB Capital LLC | 9 | 9 | 0.05% | 0.49% | 2.07% | Q3 2021 | Q3 2023 | 9 |
Heritage Wealth Advisors | 5 | 4 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q2 2023 | 9 |
Crestone Asset Management LLC | 9 | 9 | 0.07% | 0.16% | 0.29% | Q4 2017 | Q4 2019 | 9 |
NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 9 | 9 | 0.18% | 0.20% | 0.24% | Q4 2017 | Q4 2019 | 9 |
FLAGSTAR ADVISORS INC | 9 | 9 | 0.10% | 0.18% | 0.36% | Q3 2021 | Q3 2023 | 9 |
Stonebridge Financial Planning Group, LLC | 9 | 9 | 0.08% | 0.15% | 0.29% | Q4 2019 | Q4 2021 | 9 |
Ackerman Capital Advisors, LLC | 6 | 1 | 0.02% | 0.97% | 1.69% | Q2 2017 | Q1 2020 | 9 |
Lapides Asset Management, LLC | 4 | 1 | 0.04% | 0.17% | 0.34% | Q1 2016 | Q4 2019 | 9 |
Sanford Advisory Services, LLC | 9 | 9 | 0.10% | 0.14% | 0.20% | Q4 2020 | Q4 2022 | 9 |
Atwater Malick LLC | 8 | 1 | 0.06% | 0.14% | 0.16% | Q3 2019 | Q3 2023 | 9 |
SENTINEL ASSET MANAGEMENT, INC. | 9 | 9 | 0.32% | 0.73% | 0.93% | Q3 2015 | Q3 2017 | 9 |
Advisor Resource Council | 9 | 9 | 0.02% | 0.10% | 0.21% | Q2 2021 | Q2 2023 | 9 |
Lindbrook Capital, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 9 |
Financial Management Professionals, Inc. | 6 | 1 | 0.02% | 0.51% | 1.44% | Q1 2016 | Q2 2023 | 9 |
Timber Hill LLC | 4 | 1 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q2 2017 | 9 |
Walkner Condon Financial Advisors LLC | 9 | 9 | 0.24% | 0.39% | 0.60% | Q3 2021 | Q3 2023 | 9 |
WealthPLAN Partners, LLC | 3 | 1 | 0.00% | 0.02% | 0.04% | Q1 2015 | Q2 2023 | 9 |
CITY NATIONAL BANK | 7 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2015 | 9 |
Partnervest Advisory Services LLC | 5 | 4 | 0.00% | 0.09% | 0.21% | Q2 2013 | Q2 2016 | 9 |
High Net Worth Advisory Group LLC | 9 | 9 | 0.66% | 0.76% | 0.80% | Q4 2021 | Q4 2023 | 9 |
Financial Network Wealth Management LLC | 9 | 9 | 0.10% | 0.24% | 0.34% | Q3 2021 | Q3 2023 | 9 |
Colorado Capital Management, Inc. | 9 | 9 | 0.19% | 0.22% | 0.31% | Q2 2016 | Q2 2018 | 9 |
Minot Wealth Management LLC | 9 | 9 | 0.04% | 0.06% | 0.11% | Q2 2020 | Q2 2022 | 9 |
LFA - Lugano Financial Advisors SA | 5 | 4 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2020 | 9 |
NorthCoast Asset Management LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q2 2021 | 9 |
WC Walker & Associates, Inc. | 9 | 9 | 3.95% | 4.85% | 6.57% | Q4 2020 | Q4 2022 | 9 |
Baystate Wealth Management LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Modera Wealth Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
BerganKDV Wealth Management, LLC | 8 | 8 | 0.05% | 0.11% | 0.15% | Q3 2017 | Q2 2019 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.01% | 0.02% | 0.05% | Q4 2021 | Q3 2023 | 8 |
GDS Wealth Management | 8 | 8 | 2.67% | 2.97% | 3.13% | Q4 2021 | Q3 2023 | 8 |
WEALTHSPAN PARTNERS, LLC | 8 | 8 | 0.31% | 0.47% | 0.68% | Q4 2021 | Q3 2023 | 8 |
Richwood Investment Advisors, LLC | 8 | 8 | 0.42% | 0.47% | 0.50% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Meiji Yasuda Life Insurance Co | 7 | 1 | 0.13% | 2.51% | 6.59% | Q3 2016 | Q3 2023 | 8 |
Old North State Trust, LLC | 7 | 1 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q3 2020 | 8 |
Marion Wealth Management | 8 | 8 | 0.18% | 0.25% | 0.38% | Q4 2021 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Claraphi Advisory Network, LLC | 6 | 1 | 0.02% | 0.67% | 1.74% | Q4 2018 | Q4 2022 | 8 |
LAKE STREET PRIVATE WEALTH, LLC | 8 | 8 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Arbor Investment Advisors, LLC | 8 | 8 | 0.10% | 0.14% | 0.21% | Q2 2017 | Q1 2019 | 8 |
Concord Wealth Partners | 8 | 8 | 0.26% | 0.32% | 0.38% | Q4 2021 | Q3 2023 | 8 |
NCM Capital Management, LLC | 8 | 8 | 0.92% | 1.05% | 1.21% | Q4 2021 | Q3 2023 | 8 |
FEDERATED HERMES, INC. | 6 | 2 | 0.00% | 0.04% | 0.16% | Q4 2019 | Q3 2023 | 8 |
Huntington Steele LLC | 8 | 8 | 0.09% | 0.96% | 1.17% | Q2 2016 | Q1 2018 | 8 |
Leeward Financial Partners, LLC | 8 | 8 | 0.14% | 2.06% | 3.01% | Q4 2021 | Q3 2023 | 8 |
FIRST COMMUNITY TRUST NA | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Parasol Investment Management, LLC | 8 | 8 | 0.05% | 0.08% | 0.18% | Q3 2013 | Q2 2015 | 8 |
Collaborative Wealth Managment Inc. | 6 | 1 | 0.79% | 0.97% | 1.41% | Q1 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.02% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
PBMares Wealth Management LLC | 8 | 8 | 0.11% | 0.14% | 0.17% | Q4 2021 | Q3 2023 | 8 |
WEST BANCORPORATION INC | 4 | 4 | 0.05% | 0.07% | 0.08% | Q4 2019 | Q3 2022 | 8 |
CGN Advisors LLC | 7 | 1 | 0.06% | 0.07% | 0.08% | Q4 2020 | Q4 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Morton Brown Family Wealth, LLC | 8 | 8 | 1.54% | 2.47% | 3.12% | Q4 2021 | Q3 2023 | 8 |
EUDAIMONIA ADVISORS LLC | 8 | 8 | 0.47% | 0.74% | 0.89% | Q4 2021 | Q3 2023 | 8 |
GIRARD PARTNERS LTD. | 7 | 1 | 0.03% | 0.11% | 0.15% | Q3 2015 | Q3 2018 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Mizuho Bank, Ltd. | 8 | 8 | 2.41% | 6.66% | 13.25% | Q2 2014 | Q1 2016 | 8 |
SAGE FINANCIAL GROUP INC | 6 | 1 | 0.09% | 0.12% | 0.21% | Q4 2013 | Q3 2023 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 0.10% | 0.14% | 0.24% | Q4 2021 | Q3 2023 | 8 |
Bogart Wealth, LLC | 2 | 1 | 0.00% | 0.68% | 5.13% | Q4 2016 | Q3 2023 | 8 |
Ascent Group, LLC | 8 | 8 | 0.04% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Financial Connections Group, Inc. | 8 | 8 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Investment Advisory Group, LLC | 8 | 8 | 0.95% | 1.05% | 1.11% | Q4 2021 | Q3 2023 | 8 |
Zullo Investment Group, Inc. | 8 | 8 | 0.19% | 0.22% | 0.24% | Q4 2021 | Q3 2023 | 8 |
Transamerica Financial Advisors, Inc. | 4 | 1 | 0.00% | 0.02% | 0.12% | Q4 2014 | Q4 2022 | 8 |
Hennion & Walsh Asset Management, Inc. | 8 | 8 | 0.29% | 0.34% | 0.42% | Q1 2021 | Q4 2022 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Provident Investment Management, Inc. | 4 | 1 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 8 |
Investors Financial Group, LLC | 4 | 4 | 0.10% | 0.63% | 1.50% | Q4 2019 | Q4 2021 | 8 |
SIGNATUREFD, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2022 | 8 |
Kellett Wealth Advisors, LLC | 8 | 8 | 0.19% | 0.29% | 0.48% | Q4 2021 | Q3 2023 | 8 |
SMITHBRIDGE ASSET MANAGEMENT INC/DE | 5 | 3 | 0.05% | 0.09% | 0.13% | Q2 2021 | Q2 2023 | 8 |
Houlihan Financial Resource Group, Ltd. | 5 | 1 | 1.91% | 2.51% | 3.62% | Q4 2019 | Q3 2023 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.06% | 0.11% | 0.16% | Q4 2021 | Q3 2023 | 8 |
PURSUE WEALTH PARTNERS LLC | 8 | 8 | 0.22% | 0.35% | 0.46% | Q4 2021 | Q3 2023 | 8 |
NVWM, LLC | 8 | 8 | 0.02% | 0.05% | 0.06% | Q1 2018 | Q4 2019 | 8 |
Cascade Investment Advisors, Inc. | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q3 2020 | 8 |
Amplius Wealth Advisors, LLC | 8 | 8 | 0.11% | 0.14% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Comprehensive Financial Consultants Institutional, Inc. | 8 | 8 | 0.49% | 0.64% | 0.80% | Q4 2021 | Q3 2023 | 8 |
Ameritas Investment Company, LLC | 3 | 2 | 0.01% | 0.06% | 0.35% | Q4 2018 | Q3 2021 | 8 |
Perfromance Wealth Partners, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
MA Private Wealth | 6 | 1 | 0.05% | 0.87% | 2.70% | Q4 2018 | Q3 2023 | 8 |
HOWLAND CAPITAL MANAGEMENT LLC | 8 | 8 | 0.04% | 0.09% | 0.13% | Q4 2018 | Q3 2020 | 8 |
HFG Advisors, Inc. | 8 | 8 | 2.04% | 2.33% | 2.60% | Q4 2021 | Q3 2023 | 8 |
Marcum Wealth, LLC | 8 | 8 | 0.03% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
CVS HEALTH Corp | 8 | 8 | 15.99% | 40.50% | 56.12% | Q4 2021 | Q3 2023 | 8 |
JSF Financial, LLC | 7 | 1 | 0.10% | 0.35% | 0.53% | Q4 2019 | Q3 2023 | 8 |
Independent Portfolio Consultants, Inc. | 7 | 1 | 0.05% | 0.74% | 1.40% | Q4 2014 | Q2 2017 | 8 |
Madison Wealth Partners, Inc | 8 | 8 | 0.11% | 0.18% | 0.20% | Q4 2021 | Q3 2023 | 8 |
Relative Value Partners Group, LLC | 5 | 3 | 0.04% | 0.05% | 0.05% | Q3 2021 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.21% | 0.26% | 0.28% | Q4 2021 | Q3 2023 | 8 |
FIDUCIARY SERVICES CORP/GA | 8 | 8 | 0.23% | 0.26% | 0.30% | Q2 2013 | Q1 2015 | 8 |
Taylor Hoffman Wealth Management | 6 | 1 | 0.05% | 0.06% | 0.07% | Q3 2018 | Q2 2020 | 7 |
FOUNDERS BANK & TRUST | 7 | 7 | 1.10% | 1.45% | 1.63% | Q2 2013 | Q4 2014 | 7 |
Round Table Services, LLC | 7 | 7 | 0.04% | 0.05% | 0.05% | Q1 2021 | Q3 2022 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.11% | 0.15% | 0.18% | Q2 2013 | Q4 2014 | 7 |
High Falls Advisors, Inc | 6 | 1 | 0.01% | 0.56% | 2.09% | Q1 2016 | Q3 2023 | 7 |
Reynders McVeigh Capital Management, LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q2 2023 | 7 |
Kavar Capital Partners, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2019 | 7 |
Financial Engines Advisors L.L.C. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
55I, LLC | 6 | 1 | 0.01% | 0.43% | 1.67% | Q3 2020 | Q3 2022 | 7 |
Visionary Asset Management, Inc. | 7 | 7 | 0.09% | 0.16% | 0.24% | Q3 2013 | Q1 2015 | 7 |
SIMPLEX TRADING, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 7 |
TCF National Bank | 7 | 7 | 0.08% | 0.16% | 0.19% | Q3 2019 | Q1 2021 | 7 |
TIEDEMANN ADVISORS, LLC | 7 | 7 | 0.07% | 0.10% | 0.17% | Q1 2022 | Q3 2023 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.04% | 0.07% | 0.12% | Q2 2013 | Q4 2014 | 7 |
FOREFRONT WEALTH MANAGEMENT INC. | 7 | 7 | 5.04% | 7.24% | 9.99% | Q1 2022 | Q3 2023 | 7 |
EP Wealth Advisors, LLC | 4 | 3 | 0.00% | 0.06% | 0.35% | Q4 2021 | Q3 2023 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.03% | 0.06% | 0.07% | Q4 2021 | Q2 2023 | 7 |
Virtu Financial LLC | 4 | 1 | 0.06% | 0.15% | 0.34% | Q3 2014 | Q2 2018 | 7 |
D L CARLSON INVESTMENT GROUP INC | 4 | 1 | 0.05% | 0.07% | 0.08% | Q3 2014 | Q4 2022 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.30% | 0.40% | 0.58% | Q1 2022 | Q3 2023 | 7 |
COLLECTIVE FAMILY OFFICE LLC | 7 | 7 | 0.31% | 0.62% | 0.93% | Q1 2022 | Q3 2023 | 7 |
ICA Group Wealth Management, LLC | 7 | 7 | 0.08% | 0.47% | 0.63% | Q1 2022 | Q3 2023 | 7 |
CALTON & ASSOCIATES, INC. | 4 | 1 | 0.04% | 0.16% | 0.73% | Q4 2017 | Q1 2022 | 7 |
Interchange Capital Partners, LLC | 6 | 1 | 0.08% | 0.27% | 0.41% | Q4 2020 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Phoenix Wealth Advisors | 4 | 3 | 0.01% | 1.35% | 3.34% | Q4 2020 | Q3 2023 | 7 |
ALBION FINANCIAL GROUP /UT | 5 | 2 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 7 |
Gordian Capital Singapore Pte Ltd | 7 | 7 | 0.00% | 0.02% | 0.13% | Q1 2022 | Q3 2023 | 7 |
B. Riley Wealth Management, Inc. | 6 | 1 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q1 2022 | 7 |
CreativeOne Wealth, LLC | 6 | 1 | 0.02% | 0.20% | 0.60% | Q3 2021 | Q3 2023 | 7 |
Moors & Cabot, Inc. | 5 | 2 | 0.01% | 0.02% | 0.05% | Q2 2014 | Q2 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Perennial Investment Advisors, LLC | 6 | 1 | 0.05% | 0.12% | 0.28% | Q4 2019 | Q3 2023 | 7 |
Cobble Hill Financial Services, INC | 7 | 7 | 2.49% | 3.00% | 3.32% | Q1 2013 | Q3 2014 | 7 |
Faithward Advisors, LLC | 6 | 1 | 0.00% | 0.06% | 0.16% | Q4 2019 | Q2 2022 | 7 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q1 2021 | 7 |
Continuum Advisory, LLC | 7 | 7 | 0.11% | 0.31% | 0.66% | Q1 2022 | Q3 2023 | 7 |
Hikari Power Ltd | 7 | 7 | 0.05% | 0.23% | 0.35% | Q2 2018 | Q4 2019 | 7 |
Avalon Investment & Advisory | 4 | 3 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q1 2023 | 7 |
Integrated Wealth Management | 7 | 7 | 0.01% | 0.10% | 0.21% | Q3 2015 | Q1 2017 | 7 |
Resurgent Financial Advisors LLC | 7 | 7 | 0.10% | 0.20% | 0.26% | Q1 2022 | Q3 2023 | 7 |
TOTH FINANCIAL ADVISORY CORP | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 7 |
Veritable, L.P. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q4 2018 | 7 |
CHOREO, LLC | 4 | 3 | 0.08% | 0.08% | 0.09% | Q1 2016 | Q3 2023 | 7 |
Compass Ion Advisors, LLC | 7 | 7 | 0.05% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 7 |
FundX Investment Group, LLC | 4 | 3 | 0.10% | 5.59% | 10.87% | Q1 2016 | Q3 2019 | 7 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 4 | 1 | 0.00% | 0.10% | 0.33% | Q1 2017 | Q3 2023 | 7 |
RPG Investment Advisory, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 7 |
CAMBRIDGE TRUST CO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
DAVENPORT & Co LLC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q3 2021 | Q3 2023 | 7 |
Greytown Advisors Inc. | 7 | 7 | 0.16% | 0.18% | 0.24% | Q1 2022 | Q3 2023 | 7 |
Karn, Couzens & Associates, Inc. | 6 | 6 | 0.29% | 0.36% | 0.44% | Q4 2020 | Q1 2022 | 6 |
Summit Financial Wealth Advisors, LLC | 3 | 3 | 0.09% | 0.31% | 0.51% | Q2 2016 | Q4 2019 | 6 |
EverSource Wealth Advisors, LLC | 6 | 6 | 0.02% | 0.03% | 0.07% | Q2 2022 | Q3 2023 | 6 |
Choate Investment Advisors | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 6 |
Iowa State Bank | 6 | 6 | 0.12% | 0.14% | 0.19% | Q2 2016 | Q3 2017 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.05% | 0.16% | Q2 2022 | Q3 2023 | 6 |
COMERICA SECURITIES INC | 6 | 6 | 0.06% | 0.07% | 0.12% | Q3 2017 | Q4 2018 | 6 |
ERTS Wealth Advisors, LLC | 6 | 6 | 0.10% | 0.83% | 1.60% | Q4 2018 | Q1 2020 | 6 |
UBS AG | 6 | 6 | 0.06% | 0.06% | 0.07% | Q2 2013 | Q3 2014 | 6 |
Sharkey, Howes & Javer | 6 | 6 | 0.76% | 1.29% | 2.04% | Q2 2022 | Q3 2023 | 6 |
D'Orazio & Associates, Inc. | 6 | 6 | 0.29% | 1.34% | 1.81% | Q2 2022 | Q3 2023 | 6 |
KCM INVESTMENT ADVISORS LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Concentrum Wealth Management | 6 | 6 | 0.31% | 0.40% | 0.53% | Q4 2018 | Q1 2020 | 6 |
JOHNSON INVESTMENT COUNSEL INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
BT Wealth Management LLC | 6 | 6 | 3.37% | 4.87% | 5.99% | Q1 2021 | Q2 2022 | 6 |
Crown Wealth Group, LLC | 5 | 1 | 0.28% | 0.61% | 1.52% | Q1 2022 | Q3 2023 | 6 |
Lloyd Advisory Services, LLC. | 6 | 6 | 0.00% | 0.65% | 2.09% | Q4 2020 | Q1 2022 | 6 |
EVERMAY WEALTH MANAGEMENT LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Eudaimonia Partners, LLC | 6 | 6 | 0.01% | 0.11% | 0.24% | Q4 2019 | Q1 2021 | 6 |
Allen Investment Management, LLC | 5 | 1 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 6 |
Apollon Wealth Management, LLC | 6 | 6 | 0.01% | 0.08% | 0.15% | Q2 2022 | Q3 2023 | 6 |
All Season Financial Advisors, Inc. | 4 | 1 | 0.58% | 2.54% | 3.64% | Q2 2021 | Q3 2023 | 6 |
DELTA ASSET MANAGEMENT LLC/TN | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2014 | 6 |
STERNE AGEE GROUP, INC. | 6 | 6 | 0.12% | 0.18% | 0.24% | Q3 2013 | Q4 2014 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.06% | 0.08% | 0.10% | Q2 2022 | Q3 2023 | 6 |
Pictet North America Advisors SA | 6 | 6 | 0.03% | 0.04% | 0.05% | Q4 2018 | Q1 2020 | 6 |
HoyleCohen, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Independent Wealth Network Inc. | 6 | 6 | 0.23% | 0.54% | 0.77% | Q2 2022 | Q3 2023 | 6 |
Cooper Financial Group | 6 | 6 | 0.19% | 0.38% | 1.00% | Q2 2022 | Q3 2023 | 6 |
Meridian Wealth Management, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Round Rock Advisors, LLC | 6 | 6 | 0.09% | 0.11% | 0.14% | Q4 2021 | Q1 2023 | 6 |
Samalin Investment Counsel, LLC | 6 | 6 | 0.14% | 0.26% | 0.42% | Q4 2019 | Q1 2021 | 6 |
OPTIMUM INVESTMENT ADVISORS | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2019 | 6 |
TUCKER ASSET MANAGEMENT LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Arkos Global Advisors | 6 | 6 | 1.79% | 2.57% | 2.96% | Q4 2018 | Q1 2020 | 6 |
Waverly Advisors, LLC | 6 | 6 | 0.29% | 1.11% | 1.64% | Q2 2022 | Q3 2023 | 6 |
MANAGED ACCOUNT ADVISORS LLC | 6 | 6 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q2 2015 | 6 |
FULTON BANK, N.A. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q2 2023 | 6 |
Risk Paradigm Group, LLC | 6 | 6 | 0.05% | 0.06% | 0.06% | Q4 2016 | Q1 2018 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.18% | 0.20% | 0.21% | Q4 2020 | Q1 2022 | 6 |
COMMUNITY BANK SYSTEM, INC. | 6 | 6 | 0.08% | 0.08% | 0.10% | Q2 2013 | Q3 2014 | 6 |
New Millennium Group LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Cerity Partners LLC | 6 | 6 | 0.01% | 0.02% | 0.05% | Q1 2022 | Q2 2023 | 6 |
4J Wealth Management LLC | 6 | 6 | 1.67% | 1.83% | 1.94% | Q2 2022 | Q3 2023 | 6 |
NewFocus Financial Group, LLC | 2 | 1 | 0.12% | 0.13% | 0.17% | Q4 2015 | Q3 2018 | 6 |
Insight Advisors, LLC/ PA | 6 | 6 | 0.06% | 0.08% | 0.10% | Q4 2020 | Q1 2022 | 6 |
NATIXIS ADVISORS, L.P. | 4 | 1 | 0.00% | 0.03% | 0.16% | Q2 2013 | Q3 2023 | 6 |
Berkshire Bank | 6 | 6 | 0.12% | 0.27% | 0.35% | Q2 2022 | Q3 2023 | 6 |
Walleye Trading LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 6 |
Financial Architects, Inc | 3 | 1 | 0.06% | 0.22% | 0.56% | Q3 2016 | Q1 2023 | 6 |
THOMPSON DAVIS & CO., INC. | 3 | 3 | 0.23% | 0.35% | 0.49% | Q4 2021 | Q2 2023 | 6 |
FourThought Financial, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Madrona Financial Services, LLC | 6 | 6 | 0.18% | 0.21% | 0.23% | Q2 2022 | Q3 2023 | 6 |
Clear Creek Financial Management, LLC | 6 | 6 | 0.16% | 0.26% | 0.38% | Q2 2022 | Q3 2023 | 6 |
Financial Gravity Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 6 |
TSFG, LLC | 5 | 1 | 0.00% | 0.11% | 0.16% | Q1 2019 | Q3 2023 | 6 |
Fiera Capital Corp | 6 | 6 | 0.04% | 0.07% | 0.08% | Q2 2022 | Q3 2023 | 6 |
Silicon Valley Capital Partners | 4 | 2 | 0.00% | 0.10% | 0.42% | Q3 2016 | Q3 2023 | 6 |
Seven Springs Wealth Group, LLC | 6 | 6 | 0.07% | 0.17% | 0.64% | Q4 2019 | Q1 2021 | 6 |
Tarbox Family Office, Inc. | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q3 2015 | 6 |
BANK OF NOVA SCOTIA | 3 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2015 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.07% | 0.09% | 0.10% | Q3 2022 | Q3 2023 | 5 |
Platte River Wealth Advisors, LLC | 5 | 5 | 0.12% | 0.18% | 0.28% | Q3 2022 | Q3 2023 | 5 |
Proficio Capital Partners LLC | 5 | 5 | 0.11% | 0.17% | 0.21% | Q2 2016 | Q2 2017 | 5 |
1832 Asset Management L.P. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2016 | 5 |
1900 WEALTH MANAGEMENT LLC | 4 | 1 | 0.04% | 0.08% | 0.11% | Q2 2022 | Q3 2023 | 5 |
CLIENT 1ST ADVISORY GROUP, LLC | 5 | 5 | 0.16% | 0.26% | 0.36% | Q3 2022 | Q3 2023 | 5 |
Venturi Wealth Management, LLC | 3 | 2 | 0.00% | 0.03% | 0.09% | Q2 2022 | Q3 2023 | 5 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q2 2020 | 5 |
FIRST MERCHANTS CORP | 5 | 5 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2021 | 5 |
Epstein & White Financial LLC | 5 | 5 | 0.06% | 0.08% | 0.10% | Q2 2020 | Q2 2021 | 5 |
PRUDENTIAL PLC | 2 | 1 | 0.04% | 0.26% | 0.73% | Q3 2016 | Q3 2023 | 5 |
TPB WEALTH ADVISORS | 5 | 5 | 1.69% | 2.06% | 2.58% | Q1 2022 | Q1 2023 | 5 |
HOWARD FINANCIAL SERVICES, LTD. | 5 | 5 | 0.19% | 0.19% | 0.20% | Q4 2018 | Q4 2019 | 5 |
Bank Julius Baer & Co. Ltd, Zurich | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
PEAPACK GLADSTONE FINANCIAL CORP | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 5 |
LBA Wealth Management, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q4 2016 | 5 |
Eagle Strategies LLC | 4 | 1 | 0.08% | 0.10% | 0.11% | Q2 2022 | Q3 2023 | 5 |
Clarus Wealth Advisors | 5 | 5 | 0.02% | 0.03% | 0.06% | Q2 2018 | Q2 2019 | 5 |
Clearstead Trust, LLC | 5 | 5 | 0.05% | 0.06% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Laurel Wealth Advisors LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
BRAVE ASSET MANAGEMENT INC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q4 2014 | 5 |
MATRIX PRIVATE CAPITAL GROUP LLC | 5 | 5 | 0.00% | 0.01% | 0.03% | Q2 2022 | Q2 2023 | 5 |
Newbridge Financial Services Group, Inc. | 5 | 5 | 0.00% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 5 | 5 | 0.04% | 0.08% | 0.12% | Q3 2015 | Q3 2016 | 5 |
RAY GERALD L & ASSOCIATES LTD | 5 | 5 | 0.07% | 0.07% | 0.08% | Q2 2014 | Q2 2015 | 5 |
Good Life Advisors, LLC | 5 | 5 | 0.06% | 0.07% | 0.08% | Q4 2017 | Q4 2018 | 5 |
CHARTIST INC /CA/ | 3 | 1 | 0.10% | 0.12% | 0.14% | Q2 2013 | Q4 2014 | 5 |
Advisors Capital Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Essex Financial Services, Inc. | 5 | 5 | 0.14% | 0.19% | 0.22% | Q3 2019 | Q3 2020 | 5 |
Fermata Advisors, LLC | 4 | 1 | 0.15% | 3.33% | 6.13% | Q2 2022 | Q3 2023 | 5 |
Allegis Investment Advisors, LLC | 5 | 5 | 0.07% | 0.15% | 0.24% | Q1 2017 | Q1 2018 | 5 |
GeoWealth Management, LLC | 4 | 1 | 0.03% | 0.11% | 0.25% | Q4 2019 | Q3 2021 | 5 |
CONSILIO WEALTH ADVISORS, LLC | 5 | 5 | 0.13% | 0.29% | 0.88% | Q3 2022 | Q3 2023 | 5 |
Arcus Capital Partners, LLC | 5 | 5 | 0.28% | 0.39% | 0.52% | Q4 2015 | Q4 2016 | 5 |
NWAM LLC | 4 | 1 | 0.03% | 0.08% | 0.22% | Q4 2016 | Q1 2023 | 5 |
TOKIO MARINE & NICHIDO FIRE INSURANCE CO., LTD | 5 | 5 | 10.68% | 14.11% | 24.36% | Q1 2013 | Q1 2014 | 5 |
One Capital Management, LLC | 5 | 5 | 0.01% | 0.71% | 2.41% | Q1 2022 | Q1 2023 | 5 |
Wealth & Pension Services Group, Inc. | 5 | 5 | 0.23% | 0.25% | 0.27% | Q3 2018 | Q3 2019 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.04% | 0.14% | 0.52% | Q3 2021 | Q3 2022 | 5 |
Wealth Alliance | 3 | 1 | 0.06% | 0.32% | 0.75% | Q1 2020 | Q2 2023 | 5 |
MYCIO WEALTH PARTNERS, LLC | 4 | 1 | 0.01% | 0.03% | 0.03% | Q2 2013 | Q3 2018 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.17% | 0.18% | 0.20% | Q3 2022 | Q3 2023 | 5 |
WCG Wealth Advisors LLC | 5 | 5 | 0.18% | 0.31% | 0.40% | Q3 2022 | Q3 2023 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.09% | 0.26% | 0.60% | Q4 2016 | Q4 2017 | 5 |
Kore Private Wealth LLC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2020 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.00% | 0.07% | 0.13% | Q4 2021 | Q4 2022 | 5 |
Beacon Pointe Advisors, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 5 |
Latitude Advisors, LLC | 4 | 1 | 0.08% | 0.13% | 0.19% | Q3 2021 | Q4 2022 | 5 |
Bouchey Financial Group Ltd | 5 | 5 | 0.07% | 4.32% | 6.54% | Q1 2019 | Q1 2020 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q4 2023 | 5 |
Golden State Wealth Management, LLC | 3 | 2 | 0.01% | 0.02% | 0.05% | Q1 2019 | Q2 2020 | 5 |
Quadrant Private Wealth Management, LLC | 4 | 1 | 0.08% | 0.11% | 0.15% | Q2 2022 | Q3 2023 | 5 |
Magnus Financial Group LLC | 5 | 5 | 0.07% | 0.11% | 0.14% | Q4 2018 | Q4 2019 | 5 |
Wilmington Trust, National Association | 5 | 5 | 0.12% | 0.13% | 0.14% | Q2 2013 | Q2 2014 | 5 |
GREAT VALLEY ADVISOR GROUP, INC. | 5 | 5 | 0.42% | 0.52% | 0.56% | Q1 2019 | Q1 2020 | 5 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.03% | 0.09% | Q4 2016 | Q3 2023 | 5 |
WILLIAMS JONES & ASSOCIATES LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2017 | 5 |
CITIZENS FINANCIAL GROUP INC/RI | 2 | 1 | 0.00% | 0.03% | 0.05% | Q2 2018 | Q2 2022 | 5 |
Clearview Wealth Advisors LLC | 5 | 5 | 0.06% | 0.45% | 1.07% | Q2 2022 | Q2 2023 | 5 |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 5 | 5 | 0.18% | 0.20% | 0.22% | Q3 2022 | Q3 2023 | 5 |
Intelligence Driven Advisers, LLC | 5 | 5 | 0.24% | 0.28% | 0.33% | Q4 2018 | Q4 2019 | 5 |
Cassady Schiller Wealth Management, LLC | 4 | 1 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 5 |
Shepherd Financial Partners LLC | 5 | 5 | 0.06% | 0.09% | 0.12% | Q1 2022 | Q1 2023 | 5 |
Lee Financial Co | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 5 |
Invst, LLC | 3 | 2 | 0.19% | 0.27% | 0.39% | Q2 2018 | Q3 2022 | 5 |
US FINANCIAL ADVISORS, LLC | 5 | 5 | 1.90% | 2.30% | 3.43% | Q4 2014 | Q4 2015 | 5 |
Strategic Blueprint, LLC | 4 | 1 | 0.02% | 0.11% | 0.24% | Q2 2021 | Q1 2023 | 5 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2022 | 5 |
Wagner Wealth Management, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
NORWOOD FINANCIAL CORP | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Trinity Wealth Management, LLC | 5 | 5 | 3.51% | 3.72% | 3.88% | Q2 2022 | Q2 2023 | 5 |
Marietta Wealth Management, LLC | 5 | 5 | 0.08% | 0.09% | 0.10% | Q2 2019 | Q2 2020 | 5 |
Valtinson Bruner Financial Planning LLC | 5 | 5 | 0.13% | 0.18% | 0.22% | Q1 2022 | Q1 2023 | 5 |
Montecito Bank & Trust | 5 | 5 | 0.06% | 0.08% | 0.08% | Q4 2022 | Q4 2023 | 5 |
Family Management Corp | 5 | 5 | 0.08% | 0.65% | 1.41% | Q2 2019 | Q2 2020 | 5 |
Riverpoint Wealth Management Holdings, LLC | 5 | 5 | 0.08% | 0.10% | 0.12% | Q3 2022 | Q3 2023 | 5 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2014 | 5 |
CHILTON CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q2 2023 | 5 |
J2 Capital Management Inc | 5 | 5 | 2.03% | 2.99% | 4.11% | Q4 2021 | Q4 2022 | 5 |
Fisher Asset Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2023 | 5 |
Verity Asset Management, Inc. | 3 | 1 | 0.14% | 1.71% | 5.36% | Q2 2017 | Q1 2023 | 5 |
WealthSpring Partners, LLC | 5 | 5 | 0.58% | 0.63% | 0.69% | Q3 2022 | Q3 2023 | 5 |
MayTech Global Investments, LLC | 5 | 5 | 0.43% | 0.63% | 0.85% | Q3 2019 | Q3 2020 | 5 |
Aspire Wealth Management Corp | 5 | 5 | 0.00% | 0.04% | 0.11% | Q3 2022 | Q3 2023 | 5 |
Dakota Wealth Management | 5 | 5 | 0.06% | 0.27% | 0.46% | Q1 2019 | Q1 2020 | 5 |
Eldridge Investment Advisors, Inc. | 3 | 1 | 0.11% | 0.17% | 0.35% | Q2 2019 | Q3 2023 | 4 |
Quantitative Advantage, LLC | 4 | 4 | 0.18% | 0.27% | 0.35% | Q2 2022 | Q1 2023 | 4 |
TOWNSQUARE CAPITAL LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
SPC Financial, Inc. | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 1.14% | 1.19% | 1.28% | Q4 2018 | Q4 2019 | 4 |
RITHOLTZ WEALTH MANAGEMENT | 3 | 1 | 0.49% | 0.64% | 0.79% | Q4 2016 | Q4 2017 | 4 |
FULTON BREAKEFIELD BROENNIMAN LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q2 2022 | 4 |
Intrepid Financial Planning Group LLC | 4 | 4 | 0.76% | 0.97% | 1.10% | Q4 2022 | Q3 2023 | 4 |
XML Financial, LLC | 4 | 4 | 0.64% | 0.76% | 0.86% | Q3 2022 | Q2 2023 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Moss Adams Wealth Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
VIRIDIAN RIA, LLC | 2 | 2 | 0.24% | 0.26% | 0.27% | Q1 2021 | Q1 2022 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Live Oak Investment Partners | 4 | 4 | 0.24% | 0.25% | 0.25% | Q4 2022 | Q3 2023 | 4 |
Bryn Mawr Capital Management, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Joel Isaacson & Co., LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q4 2016 | 4 |
Vertex Planning Partners, LLC | 4 | 4 | 0.11% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Barrett Asset Management, LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q2 2021 | Q1 2022 | 4 |
Fort Sheridan Advisors LLC | 3 | 1 | 0.07% | 0.09% | 0.09% | Q4 2021 | Q3 2023 | 4 |
Beaird Harris Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.09% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 4 |
RESOLUTE FINANCIAL, LLC | 4 | 4 | 0.24% | 0.27% | 0.28% | Q4 2021 | Q3 2022 | 4 |
Alpha Financial Partners, LLC | 4 | 4 | 1.53% | 2.64% | 3.79% | Q4 2022 | Q3 2023 | 4 |
FSA Wealth Management LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q4 2020 | 4 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q2 2020 | 4 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 4 | 0.01% | 0.03% | 0.08% | Q1 2022 | Q4 2022 | 4 |
Lineweaver Wealth Advisors, LLC | 4 | 4 | 0.11% | 1.55% | 2.10% | Q2 2022 | Q1 2023 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Sheaff Brock Investment Advisors, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q4 2022 | 4 |
Integrity Financial Corp /WA | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
STRATEGY ASSET MANAGERS LLC | 4 | 4 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q3 2021 | 4 |
KMS FINANCIAL SERVICES, INC | 4 | 4 | 0.08% | 0.15% | 0.28% | Q4 2013 | Q3 2014 | 4 |
ALLIANCEBERNSTEIN L.P. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Mill Creek Capital Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Clarius Group, LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q1 2019 | Q4 2019 | 4 |
Greenline Partners, LLC | 4 | 4 | 0.06% | 0.07% | 0.07% | Q4 2022 | Q3 2023 | 4 |
REGIMEN WEALTH, LLC | 4 | 4 | 9.40% | 9.99% | 11.47% | Q4 2022 | Q3 2023 | 4 |
Michelson Medical Research Foundation, Inc. | 4 | 4 | 4.89% | 6.21% | 8.87% | Q4 2022 | Q3 2023 | 4 |
Kapstone Financial Advisors LLC | 4 | 4 | 8.93% | 9.41% | 9.72% | Q4 2022 | Q3 2023 | 4 |
Greenwich Wealth Management LLC | 4 | 4 | 0.03% | 0.05% | 0.05% | Q2 2022 | Q1 2023 | 4 |
MILESTONE WEALTH, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Morningstar Investment Services LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 4 |
Strategic Equity Management | 4 | 4 | 2.75% | 3.43% | 4.20% | Q3 2022 | Q2 2023 | 4 |
American Financial Advisors, LLC | 4 | 4 | 0.05% | 1.29% | 4.86% | Q4 2018 | Q3 2019 | 4 |
SVB WEALTH LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 4 |
STEEL GROVE CAPITAL ADVISORS, LLC | 4 | 4 | 0.22% | 0.55% | 1.41% | Q4 2022 | Q3 2023 | 4 |
Texas Capital Bank Wealth Management Services Inc | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Edge Capital Group, LLC | 4 | 4 | 0.07% | 0.19% | 0.33% | Q3 2019 | Q2 2020 | 4 |
Halpern Financial, Inc. | 3 | 1 | 0.00% | 0.04% | 0.06% | Q4 2019 | Q3 2022 | 4 |
Family Asset Management, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
McClarren Financial Advisors, Inc. | 4 | 4 | 0.07% | 0.09% | 0.11% | Q4 2022 | Q3 2023 | 4 |
TRANSCEND CAPITAL ADVISORS, LLC | 2 | 2 | 0.04% | 0.17% | 0.38% | Q4 2019 | Q3 2022 | 4 |
Per Stirling Capital Management, LLC. | 4 | 4 | 0.22% | 0.24% | 0.25% | Q4 2022 | Q3 2023 | 4 |
UNIQUE WEALTH, LLC | 4 | 4 | 1.13% | 1.29% | 1.44% | Q4 2022 | Q3 2023 | 4 |
GRAND WEALTH MANAGEMENT, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q3 2022 | 4 |
Shira Ridge Wealth Management | 4 | 4 | 5.72% | 5.90% | 6.05% | Q4 2022 | Q3 2023 | 4 |
Angeles Investment Advisors, LLC | 4 | 4 | 0.09% | 8.75% | 19.86% | Q2 2022 | Q1 2023 | 4 |
Summit Investment Advisory Services, LLC | 4 | 4 | 0.73% | 0.90% | 1.30% | Q4 2022 | Q3 2023 | 4 |
Keystone Wealth Services, LLC | 4 | 4 | 0.14% | 0.33% | 0.55% | Q2 2022 | Q1 2023 | 4 |
Trexquant Investment LP | 2 | 1 | 0.01% | 0.03% | 0.06% | Q2 2020 | Q3 2023 | 4 |
PALLADIEM, LLC | 4 | 4 | 0.04% | 0.19% | 0.41% | Q4 2014 | Q3 2015 | 4 |
NexWave Capital Partners LLC | 4 | 4 | 0.53% | 0.88% | 1.09% | Q1 2021 | Q4 2021 | 4 |
Stanford Investment Group, Inc. | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2014 | Q3 2015 | 4 |
Birchcreek Wealth Management, LLC | 3 | 1 | 0.06% | 0.23% | 0.35% | Q4 2020 | Q3 2023 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.02% | 0.07% | 0.14% | Q4 2019 | Q3 2021 | 4 |
Dorsal Capital Management, LP | 3 | 1 | 2.00% | 3.61% | 5.12% | Q2 2013 | Q2 2014 | 4 |
SIMON QUICK ADVISORS, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Thomasville National Bank | 3 | 1 | 0.08% | 0.18% | 0.46% | Q3 2016 | Q3 2017 | 4 |
Lehman Financial Resources, Inc. | 4 | 4 | 0.32% | 0.67% | 0.80% | Q4 2017 | Q3 2018 | 4 |
Talisman Wealth Advisors LLC | 4 | 4 | 1.06% | 1.18% | 1.36% | Q4 2022 | Q3 2023 | 4 |
New Republic Capital, LLC | 4 | 4 | 0.56% | 0.63% | 0.69% | Q4 2022 | Q3 2023 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.02% | 0.18% | 0.25% | Q4 2022 | Q3 2023 | 4 |
GYL FINANCIAL SYNERGIES, LLC | 4 | 4 | 0.04% | 0.08% | 0.16% | Q4 2022 | Q3 2023 | 4 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 4 | 4 | 0.00% | 0.07% | 0.17% | Q2 2022 | Q1 2023 | 4 |
Gallacher Capital Management LLC | 4 | 4 | 0.16% | 0.32% | 0.45% | Q4 2022 | Q3 2023 | 4 |
Freedom Investment Management, Inc. | 4 | 4 | 0.02% | 0.02% | 0.04% | Q2 2016 | Q1 2017 | 4 |
True North Advisors, LLC | 4 | 4 | 0.17% | 0.23% | 0.30% | Q1 2021 | Q4 2021 | 4 |
CABANA LLC | 3 | 1 | 0.01% | 7.37% | 21.03% | Q4 2018 | Q2 2020 | 4 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.01% | 0.04% | 0.07% | Q4 2019 | Q3 2022 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.05% | 0.10% | 0.13% | Q4 2022 | Q3 2023 | 4 |
HM PAYSON & CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
HHM Wealth Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
PFG Advisors | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q2 2023 | 4 |
THEORY FINANCIAL LLC | 4 | 4 | 2.05% | 2.12% | 2.27% | Q4 2022 | Q3 2023 | 4 |
Lion Street Advisors, LLC | 1 | 1 | 0.01% | 0.39% | 0.74% | Q1 2020 | Q3 2023 | 4 |
Gateway Wealth Partners, LLC | 4 | 4 | 0.12% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Dentgroup LLC | 4 | 4 | 0.18% | 0.26% | 0.46% | Q2 2022 | Q1 2023 | 4 |
Diversified Trust Co | 4 | 4 | 0.03% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
MIRSKY FINANCIAL MANAGEMENT CORP. | 4 | 4 | 0.93% | 0.94% | 0.97% | Q2 2020 | Q1 2021 | 4 |
Smart Money Group LLC | 3 | 1 | 0.17% | 1.36% | 4.72% | Q1 2018 | Q3 2019 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.00% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
SWISS RE LTD | 4 | 4 | 6.26% | 10.12% | 15.06% | Q2 2022 | Q1 2023 | 4 |
Clear Perspectives Financial Planning, LLC | 4 | 4 | 0.15% | 1.32% | 3.10% | Q2 2022 | Q1 2023 | 4 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 4 | 4 | 0.08% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Leucadia National | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
FLC Capital Advisors | 4 | 4 | 0.06% | 0.11% | 0.17% | Q3 2022 | Q2 2023 | 4 |
Fulcrum Equity Management | 2 | 2 | 0.10% | 0.52% | 1.57% | Q4 2018 | Q2 2022 | 4 |
KARLINSKI ANDREW C | 4 | 4 | 0.41% | 0.57% | 0.69% | Q4 2021 | Q3 2022 | 4 |
Edmonds Duncan Registered Investment Advisors, LLC | 4 | 4 | 1.12% | 1.22% | 1.31% | Q4 2015 | Q3 2016 | 4 |
MOSAIC FAMILY WEALTH PARTNERS, LLC | 4 | 4 | 0.19% | 0.23% | 0.30% | Q4 2022 | Q3 2023 | 4 |
OVERSEA-CHINESE BANKING Corp Ltd | 4 | 4 | 0.08% | 0.11% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Auto-Owners Insurance Co | 4 | 4 | 0.08% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
OppenheimerFunds, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q2 2017 | 4 |
Bensler, LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q1 2022 | Q4 2022 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.82% | 0.89% | 0.96% | Q4 2022 | Q3 2023 | 4 |
New England Private Wealth Advisors LLC | 4 | 4 | 0.07% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Strategic Capital Alternatives LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q3 2014 | Q3 2015 | 4 |
Claro Advisors LLC | 3 | 1 | 0.05% | 0.12% | 0.20% | Q4 2018 | Q3 2023 | 4 |
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | 4 | 4 | 0.43% | 0.47% | 0.52% | Q4 2022 | Q3 2023 | 4 |
Miracle Mile Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Tillar-Wenstrup Advisors, LLC | 2 | 2 | 2.08% | 2.60% | 3.13% | Q3 2019 | Q2 2021 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.12% | 0.14% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Gupta Wealth Management LLC | 4 | 4 | 0.00% | 0.02% | 0.06% | Q1 2015 | Q4 2015 | 4 |
Nalls Sherbakoff Group, LLC | 3 | 1 | 0.11% | 0.16% | 0.29% | Q4 2018 | Q3 2023 | 4 |
Wealthspire Advisors, L.P. | 4 | 4 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q3 2020 | 4 |
IFC Holdings Incorporated/FL | 4 | 4 | 0.02% | 0.04% | 0.04% | Q1 2017 | Q4 2017 | 4 |
Pacific Wealth Management | 4 | 4 | 2.47% | 2.57% | 2.76% | Q4 2022 | Q3 2023 | 4 |
MONETA GROUP INVESTMENT ADVISORS LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Calamos Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2022 | 4 |
PFS INVESTMENTS INC. | 2 | 2 | 0.02% | 0.05% | 0.10% | Q4 2017 | Q1 2021 | 4 |
Bay Harbor Wealth Management, LLC | 3 | 1 | 0.00% | 0.51% | 1.02% | Q3 2021 | Q4 2022 | 4 |
Benchmark Capital Advisors | 3 | 1 | 0.16% | 0.18% | 0.21% | Q1 2017 | Q1 2018 | 4 |
GUGGENHEIM CAPITAL LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
Hikari Tsushin, Inc. | 3 | 3 | 0.04% | 0.05% | 0.05% | Q2 2019 | Q4 2019 | 3 |
Advocacy Wealth Management Services, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
Raleigh Capital Management Inc. | 2 | 1 | 0.01% | 0.21% | 0.36% | Q2 2022 | Q1 2023 | 3 |
Horan Securities, Inc. | 1 | 1 | 0.02% | 0.06% | 0.09% | Q3 2019 | Q2 2023 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
United Capital Management of KS, Inc. | 2 | 1 | 0.08% | 0.12% | 0.17% | Q4 2019 | Q1 2022 | 3 |
WealthPlan Investment Management, LLC | 2 | 1 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q4 2022 | 3 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
Carl P. Sherr & Co., LLC | 3 | 3 | 0.63% | 0.75% | 0.92% | Q4 2019 | Q2 2020 | 3 |
BEAM WEALTH ADVISORS, INC. | 2 | 1 | 1.00% | 5.41% | 8.91% | Q4 2019 | Q3 2023 | 3 |
Atomi Financial Group, Inc. | 3 | 3 | 0.10% | 0.13% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Quantinno Capital Management LP | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
TCWP LLC | 3 | 3 | 0.06% | 0.53% | 1.10% | Q2 2022 | Q4 2022 | 3 |
EQ LLC | 3 | 3 | 2.19% | 2.33% | 2.42% | Q2 2022 | Q4 2022 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Carmel Capital Partners, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
O'Brien Wealth Partners LLC | 3 | 3 | 0.17% | 0.24% | 0.30% | Q2 2019 | Q4 2019 | 3 |
STOCK YARDS BANK & TRUST CO | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
Benchmark Financial Wealth Advisors, LLC | 3 | 3 | 0.17% | 0.73% | 1.06% | Q2 2022 | Q4 2022 | 3 |
FIRST MIDWEST BANK TRUST DIVISION | 3 | 3 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q4 2013 | 3 |
Johnson Financial Group, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2022 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 3 |
Shamrock Asset Management LLC | 3 | 3 | 7.65% | 7.99% | 8.45% | Q1 2019 | Q3 2019 | 3 |
KEYBANK NATIONAL ASSOCIATION/OH | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q4 2018 | 3 |
Better Money Decisions, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q3 2021 | 3 |
CFS Investment Advisory Services, LLC | 3 | 3 | 0.08% | 0.54% | 0.80% | Q2 2022 | Q4 2022 | 3 |
MARSHALL WACE, LLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 3 |
Gryphon Financial Partners LLC | 1 | 1 | 0.00% | 0.18% | 0.55% | Q4 2017 | Q2 2022 | 3 |
Abbot Financial Management, Inc. | 3 | 3 | 0.33% | 0.39% | 0.44% | Q2 2019 | Q4 2019 | 3 |
Friedenthal Financial | 3 | 3 | 4.57% | 4.72% | 4.82% | Q2 2016 | Q4 2016 | 3 |
MILLER HOWARD INVESTMENTS INC /NY | 1 | 1 | 0.01% | 0.03% | 0.04% | Q4 2018 | Q1 2023 | 3 |
Hilltop Holdings Inc. | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.16% | 0.48% | Q1 2015 | Q2 2022 | 3 |
CORA CAPITAL ADVISORS LLC | 3 | 3 | 1.76% | 1.83% | 1.90% | Q1 2023 | Q3 2023 | 3 |
LEO BROKERAGE, LLC | 3 | 3 | 0.09% | 0.12% | 0.19% | Q3 2020 | Q1 2021 | 3 |
SWEENEY & MICHEL, LLC | 3 | 3 | 6.70% | 7.00% | 7.23% | Q1 2023 | Q3 2023 | 3 |
Flagship Private Wealth, LLC | 3 | 3 | 0.08% | 0.08% | 0.09% | Q4 2020 | Q2 2021 | 3 |
Pasadena Private Wealth, LLC | 3 | 3 | 0.40% | 0.52% | 0.60% | Q2 2019 | Q4 2019 | 3 |
Centennial Wealth Advisory LLC | 1 | 1 | 1.17% | 1.61% | 2.11% | Q3 2021 | Q4 2022 | 3 |
AFFINITY WEALTH MANAGEMENT LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q2 2023 | 3 |
WEST PACES ADVISORS INC. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 3 | 3 | 0.10% | 0.12% | 0.14% | Q4 2013 | Q2 2014 | 3 |
Selective Wealth Management, Inc. | 3 | 3 | 0.01% | 0.08% | 0.14% | Q1 2022 | Q3 2022 | 3 |
SigFig Wealth Management, LLC | 3 | 3 | 0.10% | 0.15% | 0.22% | Q2 2022 | Q4 2022 | 3 |
Red Door Wealth Management, LLC | 3 | 3 | 0.27% | 0.32% | 0.38% | Q1 2023 | Q3 2023 | 3 |
Parisi Gray Wealth Management | 2 | 1 | 0.01% | 0.04% | 0.05% | Q4 2017 | Q2 2021 | 3 |
CENTRAL BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2022 | 3 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.05% | 0.06% | 0.07% | Q2 2018 | Q3 2023 | 3 |
McAdam, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2018 | Q3 2018 | 3 |
Fortis Advisors, LLC | 2 | 1 | 0.00% | 0.02% | 0.02% | Q3 2017 | Q3 2022 | 3 |
Legacy Wealth Management, Inc | 3 | 3 | 17.23% | 18.21% | 19.23% | Q2 2013 | Q4 2013 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.88% | 1.03% | 1.25% | Q4 2021 | Q2 2022 | 3 |
Day & Ennis, LLC | 3 | 3 | 0.28% | 0.66% | 0.90% | Q2 2022 | Q4 2022 | 3 |
SWMG, LLC | 3 | 3 | 0.22% | 0.56% | 1.23% | Q3 2022 | Q1 2023 | 3 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 3 | 3 | 1.42% | 1.62% | 1.98% | Q1 2022 | Q3 2022 | 3 |
Castleview Partners, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Fortune 45 LLC | 3 | 3 | 7.87% | 8.22% | 8.63% | Q3 2022 | Q1 2023 | 3 |
Horst & Graben Wealth Management LLC | 3 | 3 | 0.68% | 1.40% | 1.82% | Q2 2022 | Q4 2022 | 3 |
Avalon Trust Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Stokes Family Office, LLC | 3 | 3 | 0.07% | 0.84% | 1.40% | Q2 2022 | Q4 2022 | 3 |
Russell Investments Group, Ltd. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Human Investing LLC | 2 | 1 | 0.05% | 0.13% | 0.19% | Q3 2022 | Q3 2023 | 3 |
Stone House Investment Management, LLC | 2 | 1 | 0.00% | 1.20% | 2.16% | Q2 2022 | Q1 2023 | 3 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.07% | 0.10% | 0.14% | Q1 2021 | Q1 2022 | 3 |
Stadion Money Management, LLC | 1 | 1 | 0.02% | 1.38% | 2.74% | Q2 2014 | Q2 2016 | 3 |
Fiduciary Alliance LLC | 3 | 3 | 0.02% | 0.40% | 0.60% | Q4 2022 | Q2 2023 | 3 |
CAPITAL ONE FINANCIAL CORP | 3 | 3 | 0.51% | 0.78% | 1.05% | Q1 2020 | Q3 2020 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.02% | 0.04% | 0.08% | Q4 2022 | Q3 2023 | 3 |
L.M. KOHN & COMPANY | 3 | 3 | 0.08% | 0.09% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Capital Wealth Planning, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q4 2019 | 3 |
WOODMONT INVESTMENT COUNSEL LLC | 2 | 1 | 0.02% | 0.05% | 0.07% | Q3 2016 | Q1 2019 | 3 |
Gallagher Fiduciary Advisors, LLC | 3 | 3 | 0.51% | 0.63% | 0.78% | Q1 2023 | Q3 2023 | 3 |
SteelPeak Wealth, LLC | 3 | 3 | 0.05% | 0.25% | 0.41% | Q2 2022 | Q4 2022 | 3 |
Destiny Wealth Partners, LLC | 3 | 3 | 0.06% | 0.08% | 0.11% | Q2 2022 | Q4 2022 | 3 |
Bangor Savings Bank | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
PROVENCE WEALTH MANAGEMENT GROUP | 2 | 1 | 0.01% | 1.04% | 1.68% | Q2 2022 | Q3 2023 | 3 |
MISSION WEALTH MANAGEMENT, LP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
BLACKROCK ADVISORS LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
Crosspoint Capital Strategies, LLC | 2 | 1 | 0.01% | 0.07% | 0.18% | Q1 2015 | Q4 2015 | 3 |
Accurate Wealth Management, LLC | 2 | 1 | 0.00% | 0.82% | 2.27% | Q4 2022 | Q3 2023 | 3 |
EXCHANGE TRADED CONCEPTS, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q2 2021 | 3 |
DRW Securities, LLC | 3 | 3 | 0.06% | 0.15% | 0.26% | Q3 2013 | Q1 2014 | 3 |
Stewardship Financial Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
Pathway Financial Advisors LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2017 | Q2 2018 | 3 |
Slow Capital, Inc. | 3 | 3 | 0.20% | 0.22% | 0.24% | Q2 2019 | Q4 2019 | 3 |
WJ Wealth Management, LLC | 3 | 3 | 3.97% | 4.98% | 6.42% | Q2 2022 | Q4 2022 | 3 |
Armor Investment Advisors, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2017 | Q2 2018 | 3 |
SILVERLAKE WEALTH MANAGEMENT LLC | 3 | 3 | 0.14% | 0.14% | 0.14% | Q3 2022 | Q1 2023 | 3 |
Elmwood Wealth Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 3 |
Strategic Financial Concepts, LLC | 3 | 3 | 0.50% | 0.52% | 0.56% | Q1 2023 | Q3 2023 | 3 |
First Allied Asset Management, Inc. | 3 | 3 | 0.04% | 0.05% | 0.07% | Q3 2014 | Q1 2015 | 3 |
MDE Group | 3 | 3 | 6.13% | 6.54% | 7.22% | Q2 2013 | Q4 2013 | 3 |
MCIA Inc | 2 | 2 | 0.67% | 4.94% | 9.20% | Q2 2022 | Q3 2022 | 2 |
Laird Norton Wetherby Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
WT Wealth Management | 2 | 2 | 0.55% | 0.58% | 0.61% | Q4 2022 | Q1 2023 | 2 |
MACQUARIE GROUP LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Banque Cantonale Vaudoise | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Stonegate Investment Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
MARIPAU WEALTH MANAGEMENT LLC | 2 | 2 | 0.32% | 0.59% | 0.87% | Q1 2022 | Q2 2022 | 2 |
West Wealth Group, LLC | 2 | 2 | 2.30% | 2.54% | 2.78% | Q2 2022 | Q3 2022 | 2 |
Spectrum Planning & Advisory Services Inc. | 2 | 2 | 1.14% | 1.28% | 1.42% | Q2 2022 | Q3 2022 | 2 |
TRUE Private Wealth Advisors | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2022 | Q3 2022 | 2 |
Blueprint Investment Partners LLC | 2 | 2 | 0.04% | 0.06% | 0.08% | Q3 2021 | Q4 2021 | 2 |
BADGLEY PHELPS & BELL INC | 2 | 2 | 0.50% | 0.51% | 0.53% | Q2 2013 | Q3 2013 | 2 |
True Link Financial Advisors, LLC | 1 | 1 | 0.00% | 0.12% | 0.24% | Q4 2021 | Q2 2022 | 2 |
BDO Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q1 2020 | 2 |
Global Wealth Management Investment Advisory, Inc. | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Successful Portfolios LLC | 2 | 2 | 0.27% | 0.31% | 0.34% | Q2 2022 | Q3 2022 | 2 |
tru Independence LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2021 | 2 |
RHS Financial, LLC | 2 | 2 | 0.33% | 0.36% | 0.38% | Q2 2022 | Q3 2022 | 2 |
GIRARD SECURITIES, INC. | 2 | 2 | 0.22% | 0.24% | 0.26% | Q3 2016 | Q4 2016 | 2 |
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q1 2022 | 2 |
Catalyst Capital Advisors LLC | 1 | 1 | 0.00% | 0.17% | 0.34% | Q2 2014 | Q1 2015 | 2 |
Legacy Wealth Planning, LLC | 2 | 2 | 0.50% | 4.73% | 8.96% | Q4 2019 | Q1 2020 | 2 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2020 | 2 |
True Capital Management | 2 | 2 | 0.55% | 0.65% | 0.74% | Q4 2022 | Q1 2023 | 2 |
Cresta Advisors, Ltd. | 2 | 2 | 0.50% | 0.53% | 0.55% | Q2 2023 | Q3 2023 | 2 |
SPINNAKER TRUST | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2014 | Q3 2014 | 2 |
Spectrum Management Group, LLC | 2 | 2 | 0.58% | 0.65% | 0.72% | Q2 2022 | Q3 2022 | 2 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Aprio Wealth Management, LLC | 2 | 2 | 0.06% | 0.11% | 0.16% | Q2 2023 | Q3 2023 | 2 |
Burleson & Company, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q4 2022 | 2 |
Advisor OS, LLC | 2 | 2 | 0.65% | 0.65% | 0.66% | Q2 2023 | Q3 2023 | 2 |
Eaton Financial Holdings Company, LLC | 2 | 2 | 2.83% | 3.01% | 3.18% | Q4 2022 | Q1 2023 | 2 |
Straight Path Wealth Management | 2 | 2 | 1.07% | 1.09% | 1.10% | Q2 2023 | Q3 2023 | 2 |
GoalVest Advisory LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q4 2023 | 2 |
WNY Asset Management, LLC | 2 | 2 | 3.03% | 3.16% | 3.29% | Q2 2023 | Q3 2023 | 2 |
Gotham Asset Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Mount Yale Investment Advisors, LLC | 2 | 2 | 0.12% | 0.14% | 0.15% | Q2 2022 | Q3 2022 | 2 |
ANGELES WEALTH MANAGEMENT, LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q2 2022 | Q3 2022 | 2 |
Sovereign Financial Group, Inc. | 2 | 2 | 0.16% | 0.18% | 0.21% | Q2 2022 | Q3 2022 | 2 |
Austin Private Wealth, LLC | 2 | 2 | 0.87% | 0.99% | 1.11% | Q2 2022 | Q3 2022 | 2 |
BBVA USA | 2 | 2 | 0.52% | 0.55% | 0.57% | Q2 2021 | Q3 2021 | 2 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q3 2016 | Q3 2020 | 2 |
OmniStar Financial Group, Inc. | 1 | 1 | 0.05% | 0.14% | 0.23% | Q1 2020 | Q2 2022 | 2 |
HOEY INVESTMENTS, INC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Spotlight Asset Group, Inc. | 2 | 2 | 0.23% | 0.25% | 0.26% | Q2 2020 | Q3 2020 | 2 |
CHILDRESS CAPITAL ADVISORS, LLC | 2 | 2 | 0.08% | 0.20% | 0.33% | Q2 2023 | Q3 2023 | 2 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.85% | 1.70% | Q4 2022 | Q3 2023 | 2 |
New Hampshire Trust | 2 | 2 | 0.01% | 0.04% | 0.08% | Q4 2022 | Q1 2023 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Independent Advisor Alliance | 1 | 1 | 0.05% | 0.13% | 0.22% | Q1 2017 | Q4 2019 | 2 |
Summit Trail Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 2 |
Tri-Star Advisors Inc. | 2 | 2 | 1.46% | 1.78% | 2.09% | Q2 2022 | Q3 2022 | 2 |
FOUNDERS FINANCIAL SECURITIES LLC | 1 | 1 | 0.05% | 0.08% | 0.12% | Q2 2022 | Q4 2022 | 2 |
Chemistry Wealth Management LLC | 1 | 1 | 0.07% | 0.08% | 0.08% | Q1 2022 | Q4 2022 | 2 |
MJP ASSOCIATES INC /ADV | 2 | 2 | 1.29% | 1.39% | 1.49% | Q2 2023 | Q3 2023 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q3 2013 | 2 |
Operose Advisors LLC | 2 | 2 | 0.14% | 0.14% | 0.15% | Q2 2023 | Q3 2023 | 2 |
Sullivan, Bruyette, Speros & Blaney, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 2 |
Waypoint Capital Advisors, LLC | 2 | 2 | 0.14% | 0.15% | 0.15% | Q4 2021 | Q1 2022 | 2 |
DUPONT CAPITAL MANAGEMENT CORP | 2 | 2 | 2.50% | 2.81% | 3.12% | Q2 2016 | Q3 2016 | 2 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2018 | 2 |
Pensionmark Financial Group, LLC | 2 | 2 | 0.11% | 0.19% | 0.28% | Q2 2022 | Q3 2022 | 2 |
Doyle Wealth Management | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q2 2019 | 2 |
Williams Financial, LLC | 2 | 2 | 0.63% | 4.61% | 8.60% | Q2 2022 | Q3 2022 | 2 |
IAG Wealth Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Objective Capital Management, LLC | 2 | 2 | 0.21% | 0.23% | 0.25% | Q4 2022 | Q1 2023 | 2 |
SevenOneSeven Capital Management | 2 | 2 | 2.08% | 2.60% | 3.12% | Q4 2020 | Q1 2021 | 2 |
Waldron Private Wealth LLC | 2 | 2 | 0.22% | 0.46% | 0.71% | Q2 2018 | Q3 2018 | 2 |
Personal Wealth Partners | 2 | 2 | 0.23% | 0.24% | 0.26% | Q1 2019 | Q2 2019 | 2 |
SkyView Investment Advisors, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q2 2021 | 2 |
Apeiron RIA LLC | 2 | 2 | 0.06% | 0.47% | 0.88% | Q2 2022 | Q3 2022 | 2 |
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | 2 | 2 | 0.19% | 0.38% | 0.57% | Q4 2020 | Q1 2021 | 2 |
Wealth Advisory Solutions, LLC | 2 | 2 | 0.29% | 0.30% | 0.32% | Q3 2022 | Q4 2022 | 2 |
Donoghue Forlines LLC | 2 | 2 | 0.34% | 0.35% | 0.36% | Q2 2021 | Q3 2021 | 2 |
CPWM, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q4 2021 | 2 |
Eagle Bay Advisors LLC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q4 2017 | 2 |
MATHER GROUP, LLC. | 1 | 1 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q2 2023 | 2 |
IRON Financial LLC | 2 | 2 | 0.15% | 0.17% | 0.19% | Q1 2019 | Q2 2019 | 2 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q1 2014 | Q4 2017 | 2 |
Leelyn Smith, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Belvedere Trading LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Alaethes Wealth LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Veracity Capital LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q4 2019 | Q1 2020 | 2 |
Nova R Wealth, Inc. | 2 | 2 | 0.20% | 0.21% | 0.22% | Q4 2021 | Q1 2022 | 2 |
Hedeker Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q4 2015 | Q3 2016 | 2 |
Apriem Advisors | 2 | 2 | 0.00% | 0.10% | 0.19% | Q2 2013 | Q3 2013 | 2 |
Kabarec Financial Advisors, Ltd. | 2 | 2 | 0.14% | 0.14% | 0.14% | Q4 2017 | Q1 2018 | 2 |
ONE Advisory Partners, LLC | 2 | 2 | 1.63% | 1.86% | 2.09% | Q2 2022 | Q3 2022 | 2 |
Portfolio Strategies, Inc. | 2 | 2 | 0.42% | 0.47% | 0.51% | Q1 2019 | Q2 2019 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q1 2022 | 2 |
Nan Shan Life Insurance Co., Ltd. | 2 | 2 | 0.09% | 0.09% | 0.10% | Q1 2018 | Q2 2018 | 2 |
Trek Financial, LLC | 2 | 2 | 0.19% | 0.20% | 0.20% | Q2 2022 | Q3 2022 | 2 |
RWA WEALTH PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Dakota Community Bank & Trust NA | 2 | 2 | 0.03% | 1.41% | 2.80% | Q4 2022 | Q1 2023 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.34% | 0.35% | 0.35% | Q4 2014 | Q1 2015 | 2 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2014 | 2 |
VALLEY WEALTH MANAGERS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Strategies Wealth Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Hanlon Investment Management, Inc. | 2 | 2 | 0.09% | 0.09% | 0.10% | Q2 2022 | Q3 2022 | 2 |
Arlington Partners LLC | 1 | 1 | 0.00% | 0.03% | 0.06% | Q4 2022 | Q3 2023 | 2 |
PAX Financial Group, LLC | 2 | 2 | 1.02% | 1.14% | 1.26% | Q2 2022 | Q3 2022 | 2 |
Bull Oak Capital, LLC | 2 | 2 | 11.97% | 13.53% | 15.09% | Q2 2022 | Q3 2022 | 2 |
CREDIT AGRICOLE S A | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
Investmark Advisory Group LLC | 1 | 1 | 0.01% | 0.08% | 0.15% | Q4 2021 | Q3 2023 | 2 |
McIlrath & Eck, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Broadview Financial Management, LLC | 2 | 2 | 0.15% | 0.15% | 0.15% | Q2 2019 | Q3 2019 | 2 |
Bedel Financial Consulting, Inc. | 1 | 1 | 0.00% | 0.02% | 0.03% | Q1 2018 | Q1 2021 | 2 |
LGL PARTNERS, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Keebeck Wealth Management, LLC | 2 | 2 | 0.15% | 0.22% | 0.30% | Q2 2022 | Q3 2022 | 2 |
Berman Capital Advisors, LLC | 1 | 1 | 0.01% | 0.04% | 0.07% | Q4 2017 | Q2 2020 | 2 |
ZEKE CAPITAL ADVISORS, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q4 2019 | 2 |
SUTTON PLACE INVESTORS LLC | 2 | 2 | 0.38% | 0.41% | 0.43% | Q2 2022 | Q3 2022 | 2 |
W.H. Cornerstone Investments Inc. | 2 | 2 | 0.39% | 0.42% | 0.44% | Q3 2022 | Q4 2022 | 2 |
Prostatis Group LLC | 1 | 1 | 0.04% | 4.40% | 8.75% | Q2 2022 | Q2 2023 | 2 |
Stolper Co | 2 | 2 | 0.55% | 0.56% | 0.57% | Q1 2020 | Q2 2020 | 2 |
OPPENHEIMER ASSET MANAGEMENT INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
BOSTON PRIVATE BANK & TRUST CO | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Physician Wealth Advisors, Inc. | 2 | 2 | 0.72% | 0.72% | 0.72% | Q2 2022 | Q3 2022 | 2 |
My Legacy Advisors, LLC | 2 | 2 | 0.15% | 0.18% | 0.22% | Q2 2022 | Q3 2022 | 2 |
Banco BTG Pactual S.A. | 2 | 2 | 0.24% | 0.38% | 0.53% | Q3 2022 | Q4 2022 | 2 |
Red Tortoise LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2021 | Q4 2022 | 2 |
Semmax Financial Advisors Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Professional Financial Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
Security Financial Services, INC. | 2 | 2 | 1.47% | 1.52% | 1.57% | Q2 2022 | Q3 2022 | 2 |
Twelve Points Wealth Management LLC | 2 | 2 | 0.20% | 0.21% | 0.22% | Q4 2021 | Q1 2022 | 2 |
Convergent Wealth Advisors | 2 | 2 | 0.50% | 0.54% | 0.59% | Q4 2014 | Q1 2015 | 2 |
Strategic Wealth Partners Group, LLC | 2 | 2 | 0.17% | 0.22% | 0.26% | Q1 2018 | Q2 2018 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
CITY HOLDING CO | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
TD Capital Management LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q3 2017 | Q1 2020 | 2 |
TIAA, FSB | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Eley Financial Management, Inc | 2 | 2 | 0.21% | 0.21% | 0.21% | Q2 2023 | Q3 2023 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.15% | 0.15% | 0.15% | Q2 2023 | Q3 2023 | 2 |
Cardinal Strategic Wealth Guidance | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
FAYEZ SAROFIM & CO | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Wilmington Trust Investment Management, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2014 | Q2 2014 | 2 |
FIRETHORN WEALTH PARTNERS, LLC | 2 | 2 | 0.90% | 0.96% | 1.03% | Q2 2022 | Q3 2022 | 2 |
Virtue Capital Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.08% | Q2 2022 | Q4 2022 | 2 |
FIRST NATIONAL BANK OF OMAHA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Northwest Capital Management Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Quantbot Technologies LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Columbus Macro, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2018 | Q4 2018 | 1 |
Bard Financial Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Outlook Wealth Advisors, LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q3 2021 | Q3 2021 | 1 |
Full Sail Capital, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Natixis Investment Managers International | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2015 | Q3 2015 | 1 |
Strategic Wealth Partners, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
CFO4Life Group, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
Truadvice, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2022 | Q2 2022 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q3 2019 | 1 |
Pointe Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Crabel Capital Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
Gallagher Benefit Services, Inc. | 1 | 1 | 2.23% | 2.23% | 2.23% | Q4 2022 | Q4 2022 | 1 |
Cribstone Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2013 | Q2 2013 | 1 |
Questar Asset Management, Inc. | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2018 | Q4 2018 | 1 |
Westover Capital Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Daiwa Securities Group Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Vivaldi Capital Management LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q2 2020 | 1 |
Keystone Financial Services | 1 | 1 | 1.86% | 1.86% | 1.86% | Q2 2022 | Q2 2022 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Arlington Trust Co LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
AEGON USA Investment Management, LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q4 2014 | Q4 2014 | 1 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.83% | 0.83% | 0.83% | Q3 2016 | Q3 2016 | 1 |
Mach-1 Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Ruggie Capital Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Scissortail Wealth Management, LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q1 2022 | Q1 2022 | 1 |
Bellwether Investment Group, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2016 | Q2 2016 | 1 |
Providence First Trust Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TOTAL INVESTMENT MANAGEMENT INC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2016 | Q4 2016 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
ALPINE ASSOCIATES ADVISORS | 1 | 1 | 1.46% | 1.46% | 1.46% | Q3 2013 | Q3 2013 | 1 |
BEACON FINANCIAL GROUP | 1 | 1 | 1.03% | 1.03% | 1.03% | Q2 2021 | Q2 2021 | 1 |
Manifold Partners, LLC | 1 | 1 | 5.81% | 5.81% | 5.81% | Q2 2016 | Q2 2016 | 1 |
CAPITAL COUNSEL LLC/NY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Schonfeld Strategic Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2019 | Q1 2019 | 1 |
W ADVISORS, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q2 2022 | Q2 2022 | 1 |
Bayesian Capital Management, LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
FLYNN ZITO CAPITAL MANAGEMENT, LLC | 1 | 1 | 5.46% | 5.46% | 5.46% | Q2 2022 | Q2 2022 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Argent Wealth Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Invesco Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
John W. Brooker & Co., CPAs | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
XR Securities LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
Fusion Investment Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2014 | Q1 2014 | 1 |
Hayden Royal, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2021 | Q4 2021 | 1 |
ASSET ADVISORS CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
GFG Capital, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2020 | Q2 2020 | 1 |
TOMPKINS FINANCIAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
WestEnd Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
SYNTAX RESEARCH, INC. | 1 | 1 | 0.47% | 0.47% | 0.47% | Q3 2023 | Q3 2023 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
GHP Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
SevenBridge Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Global Wealth Strategies & Associates | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Archford Capital Strategies, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q4 2014 | 1 |
NORTHSTAR INVESTMENT ADVISORS LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2016 | Q4 2016 | 1 |
ANCORA FAMILY WEALTH ADVISORS, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2016 | Q3 2016 | 1 |
Bellwether Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
BROOKS, MOORE & ASSOCIATES, INC. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Great Point Wealth Advisors, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2018 | Q4 2018 | 1 |
Beverly Hills Private Wealth, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2022 | Q4 2022 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Copperleaf Capital, LLC | 1 | 1 | 0.74% | 0.74% | 0.74% | Q3 2022 | Q3 2022 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
BMS Financial Advisors, LLC | 1 | 1 | 0.63% | 0.63% | 0.63% | Q3 2022 | Q3 2022 | 1 |
Holloway Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
Dynamic Technology Lab Private Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
SENTINEL PENSION ADVISORS INC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2019 | Q4 2019 | 1 |
Allspring Global Investments Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Colonial River Wealth Management, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2022 | Q2 2022 | 1 |
Brookfield Asset Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Fortis Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q1 2015 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2022 | Q2 2022 | 1 |
CMC Financial Group | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2018 | Q4 2018 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Kensington Asset Management, LLC | 1 | 1 | 4.12% | 4.12% | 4.12% | Q3 2023 | Q3 2023 | 1 |
New World Advisors LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2019 | Q1 2019 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Freestone Capital Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Glenview Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Cedar Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
GTS SECURITIES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Glassy Mountain Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
DOWLING & YAHNKE LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Atlas Private Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Cavalier Investments, LLC | 1 | 1 | 1.05% | 1.05% | 1.05% | Q1 2021 | Q1 2021 | 1 |
PINNACLE FINANCIAL PARTNERS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Alera Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Crescent Grove Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2017 | Q2 2017 | 1 |
FOSTER & MOTLEY INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Hudock, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Truepoint, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2017 | Q2 2017 | 1 |
Legacy Financial Advisors, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
One Wealth Advisors, LLC | 1 | 1 | 1.25% | 1.25% | 1.25% | Q2 2022 | Q2 2022 | 1 |
MONROE BANK & TRUST/MI | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
CAPITAL CITY TRUST CO/FL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Pinkerton Retirement Specialists, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 1.29% | 1.29% | 1.29% | Q4 2019 | Q4 2019 | 1 |
1919 Investment Counsel, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Center For Asset Management LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2021 | Q3 2021 | 1 |
Ellevest, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Vienna Asset Management LLC | 1 | 1 | 1.62% | 1.62% | 1.62% | Q2 2022 | Q2 2022 | 1 |
Crescent Capital Consulting, LLC | 1 | 1 | 0.76% | 0.76% | 0.76% | Q4 2020 | Q4 2020 | 1 |
Virtu KCG Holdings LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
CFO4Life, L.P. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
Nauset Wealth Management. LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
Itau Unibanco Holding S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
KCS Wealth Advisory | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Meridian Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2018 | Q3 2018 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
Aveo Capital Partners, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2020 | Q3 2020 | 1 |
RETIREMENT INCOME SOLUTIONS, INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
Intrua Financial, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
Parker Investment Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
Busey Bank | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Hanson & Doremus Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Huber Financial Advisors, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2017 | Q4 2017 | 1 |
Activest Wealth Management | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
DecisionPoint Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Lebenthal Holdings,LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2014 | Q4 2014 | 1 |
Laurel Wealth Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Hobart Private Capital, LLC | 1 | 1 | 1.68% | 1.68% | 1.68% | Q4 2022 | Q4 2022 | 1 |
NORTHEAST INVESTMENT MANAGEMENT | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q3 2013 | 1 |
HAP Trading, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
Advanced Asset Management Advisors Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BCGM Wealth Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Evanson Asset Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
NATIXIS | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2016 | Q3 2016 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
PRICE T ROWE ASSOCIATES INC /MD/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
QUANTUM CAPITAL MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Peoples Bank/KS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
Rockbridge Investment Management, LCC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Gary Goldberg Planning Services Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Goodwin Investment Advisory | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Second Half Financial Partners, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q2 2023 | 1 |
BAIRD ROBERT W & CO INC /WI/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q2 2020 | 1 |
Icon Wealth Partners, LLC | 1 | 1 | 0.67% | 0.67% | 0.67% | Q2 2022 | Q2 2022 | 1 |
Thor Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2019 | Q3 2019 | 1 |
Icon Wealth Advisors, LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q3 2022 | Q3 2022 | 1 |
SANDERS MORRIS HARRIS LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2016 | Q1 2016 | 1 |
HSBC HOLDINGS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2012 | Q1 2012 | 1 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Banyan Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
WASHINGTON TRUST BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2018 | Q4 2018 | 1 |
Watson Rebecca | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
Nuveen Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
CERTUITY, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
QUATTRO FINANCIAL ADVISORS LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2017 | Q3 2017 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Robertson Stephens Wealth Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2022 | Q2 2022 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Princeton Global Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Graves Light Lenhart Wealth, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
CARL STUART INVESTMENT ADVISOR, INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
WFA of San Diego, LLC | 1 | 1 | 1.37% | 1.37% | 1.37% | Q2 2020 | Q2 2020 | 1 |
Sentinus, LLC | 1 | 1 | 0.99% | 0.99% | 0.99% | Q3 2022 | Q3 2022 | 1 |
ShoreHaven Wealth Partners, LLC | 1 | 1 | 2.48% | 2.48% | 2.48% | Q3 2022 | Q3 2022 | 1 |
Alpha Cubed Investments, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Sage Advisory Services, Ltd.Co. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2017 | Q2 2017 | 1 |
ROBERTSON STEPHENS ADVISORS LLC | 1 | 1 | 2.48% | 2.48% | 2.48% | Q4 2016 | Q4 2016 | 1 |
S.C. Financial Services, Inc. | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2022 | Q2 2022 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
SHEETS SMITH WEALTH MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.95% | 0.95% | 0.95% | Q2 2013 | Q2 2013 | 1 |
BENEDICT FINANCIAL ADVISORS INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
Blue Sky Asset Management, LLC | 1 | 1 | 0.84% | 0.84% | 0.84% | Q4 2019 | Q4 2019 | 1 |
SYKON CAPITAL LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
ORG Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
GSG Advisors LLC | 1 | 1 | 0.65% | 0.65% | 0.65% | Q3 2023 | Q3 2023 | 1 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2017 | Q4 2017 | 1 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WADE G W & INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2016 | Q4 2016 | 1 |
ZACKS INVESTMENT MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Elevated Capital Advisors, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2021 | Q3 2021 | 1 |
Granite Bay Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Retirement Group, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Clarity Financial LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2022 | Q2 2022 | 1 |
Advisors Preferred, LLC | 1 | 1 | 0.86% | 0.86% | 0.86% | Q1 2014 | Q1 2014 | 1 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Covington Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Alexandria Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 1.68% | 1.68% | 1.68% | Q2 2022 | Q2 2022 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Keeley-Teton Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2019 | Q2 2019 | 1 |
Capital Square, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
KELLEHER FINANCIAL ADVISORS | 1 | 1 | 5.94% | 5.94% | 5.94% | Q3 2020 | Q3 2020 | 1 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PRW Wealth Management LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.