Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
MORGAN STANLEY | 40 | 40 | 0.00% | 0.02% | 0.05% | Q4 2013 | Q3 2023 | 40 |
US BANCORP \DE\ | 39 | 39 | 0.00% | 0.02% | 0.05% | Q1 2014 | Q3 2023 | 39 |
Stonehearth Capital Management, LLC | 36 | 36 | 0.90% | 8.08% | 13.47% | Q1 2015 | Q4 2023 | 36 |
BANK OF AMERICA CORP /DE/ | 36 | 36 | 0.00% | 0.02% | 0.05% | Q4 2014 | Q3 2023 | 36 |
ROYAL BANK OF CANADA | 28 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2023 | 35 |
TD Capital Management LLC | 33 | 33 | 0.05% | 1.15% | 3.90% | Q3 2015 | Q3 2023 | 33 |
B. Riley Wealth Advisors, Inc. | 32 | 1 | 0.00% | 0.28% | 0.80% | Q2 2014 | Q3 2023 | 33 |
JPMORGAN CHASE & CO | 32 | 32 | 0.00% | 0.02% | 0.09% | Q4 2015 | Q3 2023 | 32 |
Brinker Capital Investments, LLC | 30 | 2 | 0.02% | 1.49% | 3.70% | Q1 2014 | Q4 2022 | 32 |
UBS Group AG | 31 | 31 | 0.00% | 0.03% | 0.06% | Q1 2016 | Q3 2023 | 31 |
PNC FINANCIAL SERVICES GROUP, INC. | 31 | 31 | 0.00% | 0.17% | 0.35% | Q1 2016 | Q3 2023 | 31 |
WELLS FARGO & COMPANY/MN | 28 | 3 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q3 2023 | 31 |
Raymond James Financial Services Advisors, Inc. | 31 | 31 | 0.00% | 0.05% | 0.11% | Q1 2016 | Q3 2023 | 31 |
Well Done, LLC | 31 | 31 | 0.81% | 5.46% | 11.01% | Q1 2016 | Q3 2023 | 31 |
BlackRock Inc. | 30 | 30 | 0.01% | 0.01% | 0.04% | Q2 2016 | Q3 2023 | 30 |
Diversified Trust Co | 30 | 30 | 0.07% | 1.95% | 4.74% | Q3 2016 | Q4 2023 | 30 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 1 | 0.00% | 1.04% | 2.63% | Q2 2016 | Q3 2023 | 29 |
Private Advisor Group, LLC | 28 | 1 | 0.00% | 0.05% | 0.11% | Q3 2014 | Q3 2023 | 29 |
JANE STREET GROUP, LLC | 10 | 3 | 0.00% | 0.01% | 0.07% | Q2 2015 | Q3 2023 | 28 |
LS Investment Advisors, LLC | 28 | 28 | 0.19% | 0.84% | 1.74% | Q4 2016 | Q3 2023 | 28 |
Janney Montgomery Scott LLC | 28 | 28 | 0.04% | 0.21% | 0.47% | Q4 2016 | Q3 2023 | 28 |
LEVEL FOUR ADVISORY SERVICES, LLC | 28 | 28 | 0.02% | 0.06% | 0.24% | Q4 2016 | Q3 2023 | 28 |
Bank of New York Mellon Corp | 28 | 28 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2023 | 28 |
CITIGROUP INC | 27 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 28 |
LPL Financial LLC | 28 | 28 | 0.00% | 0.11% | 0.33% | Q4 2016 | Q3 2023 | 28 |
Wharton Business Group, LLC | 27 | 1 | 0.03% | 3.61% | 7.72% | Q3 2016 | Q3 2023 | 28 |
AMERIPRISE FINANCIAL INC | 27 | 27 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 27 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 27 | 27 | 0.08% | 0.39% | 0.97% | Q3 2014 | Q1 2021 | 27 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 1 | 0.00% | 0.33% | 0.90% | Q1 2016 | Q3 2023 | 26 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 26 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 26 | 26 | 0.00% | 0.02% | 0.09% | Q2 2017 | Q3 2023 | 26 |
BANK OF MONTREAL /CAN/ | 24 | 2 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.01% | 0.21% | 0.65% | Q2 2017 | Q3 2023 | 26 |
CWM, LLC | 17 | 8 | 0.00% | 1.80% | 3.21% | Q2 2017 | Q3 2023 | 25 |
Cetera Advisors LLC | 20 | 5 | 0.01% | 0.05% | 0.12% | Q1 2017 | Q3 2023 | 25 |
NEXT Financial Group, Inc | 12 | 6 | 0.00% | 0.05% | 0.17% | Q4 2014 | Q4 2021 | 25 |
Advisory Services Network, LLC | 24 | 24 | 0.00% | 0.06% | 0.15% | Q4 2017 | Q3 2023 | 24 |
Versant Capital Management, Inc | 24 | 24 | 0.00% | 0.00% | 0.02% | Q1 2018 | Q4 2023 | 24 |
SIGNET FINANCIAL MANAGEMENT, LLC | 24 | 24 | 0.02% | 0.15% | 0.39% | Q4 2017 | Q3 2023 | 24 |
CFO4Life Group, LLC | 12 | 12 | 0.13% | 4.18% | 6.13% | Q1 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.02% | 0.11% | 0.22% | Q4 2017 | Q3 2023 | 24 |
RAYMOND JAMES & ASSOCIATES | 24 | 24 | 0.00% | 0.03% | 0.07% | Q4 2017 | Q3 2023 | 24 |
Cambridge Investment Research Advisors, Inc. | 24 | 24 | 0.01% | 0.08% | 0.16% | Q4 2017 | Q3 2023 | 24 |
STIFEL FINANCIAL CORP | 24 | 24 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 24 |
FMR LLC | 23 | 23 | 0.00% | 0.01% | 0.06% | Q1 2018 | Q3 2023 | 23 |
Eldridge Investment Advisors, Inc. | 12 | 11 | 0.08% | 1.50% | 6.55% | Q4 2017 | Q3 2023 | 23 |
FIFTH THIRD BANCORP | 22 | 1 | 0.00% | 0.05% | 0.18% | Q4 2017 | Q3 2023 | 23 |
Wall Capital Group, Inc. | 23 | 23 | 0.46% | 1.32% | 2.86% | Q3 2017 | Q1 2023 | 23 |
Clearwater Capital Advisors, LLC | 23 | 23 | 0.04% | 0.22% | 0.74% | Q1 2018 | Q3 2023 | 23 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 23 | 23 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q4 2019 | 23 |
Geneos Wealth Management Inc. | 22 | 22 | 0.00% | 0.06% | 0.35% | Q2 2018 | Q3 2023 | 22 |
Allworth Financial LP | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
IFP Advisors, Inc | 17 | 5 | 0.00% | 0.05% | 0.23% | Q4 2017 | Q3 2023 | 22 |
SYNOVUS FINANCIAL CORP | 20 | 2 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q4 2022 | 22 |
GOLDMAN SACHS GROUP INC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 22 |
PRUDENTIAL PLC | 22 | 22 | 0.00% | 0.01% | 0.08% | Q2 2018 | Q3 2023 | 22 |
HUNTINGTON NATIONAL BANK | 21 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 22 |
DAIDO LIFE INSURANCE CO | 22 | 22 | 0.36% | 1.05% | 1.39% | Q1 2018 | Q2 2023 | 22 |
Cetera Advisor Networks LLC | 22 | 22 | 0.01% | 0.04% | 0.11% | Q2 2018 | Q3 2023 | 22 |
Wolf Group Capital Advisors | 22 | 22 | 0.46% | 2.18% | 4.27% | Q2 2018 | Q3 2023 | 22 |
HighTower Advisors, LLC | 22 | 22 | 0.00% | 0.04% | 0.11% | Q2 2018 | Q3 2023 | 22 |
Kistler-Tiffany Companies, LLC | 21 | 21 | 0.02% | 0.05% | 0.13% | Q2 2018 | Q2 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.01% | 0.46% | 1.85% | Q3 2018 | Q3 2023 | 21 |
Tower Research Capital LLC (TRC) | 6 | 1 | 0.00% | 0.10% | 0.39% | Q1 2014 | Q3 2023 | 21 |
Baird Financial Group, Inc. | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
INTRUST BANK NA | 17 | 4 | 0.07% | 1.21% | 2.64% | Q4 2017 | Q3 2023 | 21 |
Allianz Asset Management GmbH | 21 | 21 | 0.00% | 0.03% | 0.06% | Q4 2014 | Q4 2019 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.00% | 0.03% | 0.14% | Q1 2017 | Q3 2023 | 21 |
Steward Partners Investment Advisory, LLC | 18 | 3 | 0.00% | 0.11% | 0.21% | Q1 2018 | Q3 2023 | 21 |
ASSETMARK, INC | 13 | 3 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 20 |
Fortis Advisors, LLC | 11 | 9 | 0.00% | 1.36% | 6.66% | Q3 2017 | Q1 2023 | 20 |
PFG Advisors | 20 | 20 | 0.04% | 0.12% | 0.24% | Q4 2018 | Q3 2023 | 20 |
Capital Investment Advisory Services, LLC | 14 | 6 | 0.00% | 0.04% | 0.16% | Q3 2018 | Q3 2023 | 20 |
NORTHERN TRUST CORP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 20 |
JFS WEALTH ADVISORS, LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Global Retirement Partners, LLC | 13 | 7 | 0.02% | 0.11% | 0.39% | Q3 2018 | Q3 2023 | 20 |
BLAIR WILLIAM & CO/IL | 19 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.02% | 0.03% | 0.05% | Q4 2017 | Q3 2022 | 20 |
Integrated Wealth Concepts LLC | 20 | 20 | 0.06% | 1.84% | 4.32% | Q4 2018 | Q3 2023 | 20 |
Stratos Wealth Advisors, LLC | 20 | 20 | 0.04% | 0.18% | 0.33% | Q4 2018 | Q3 2023 | 20 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 5 | 0.00% | 0.08% | 0.27% | Q4 2018 | Q3 2023 | 19 |
Stratos Wealth Partners, LTD. | 13 | 6 | 0.02% | 0.04% | 0.09% | Q2 2017 | Q3 2023 | 19 |
NewFocus Financial Group, LLC | 19 | 19 | 0.82% | 3.49% | 8.39% | Q2 2016 | Q4 2020 | 19 |
Pflug Koory, LLC | 19 | 19 | 0.16% | 0.19% | 0.21% | Q1 2019 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 1.11% | 2.43% | 3.60% | Q1 2019 | Q3 2023 | 19 |
FAS Wealth Partners, Inc. | 19 | 19 | 0.01% | 0.02% | 0.07% | Q1 2019 | Q3 2023 | 19 |
Mariner, LLC | 11 | 8 | 0.01% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 19 |
STRATEGIC INVESTMENT MANAGEMENT, LLC | 18 | 1 | 0.58% | 6.75% | 32.82% | Q4 2018 | Q3 2023 | 19 |
PRUDENTIAL FINANCIAL INC | 16 | 3 | 0.00% | 0.03% | 0.10% | Q2 2018 | Q3 2023 | 19 |
Sumitomo Mitsui Trust Holdings, Inc. | 19 | 19 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 19 |
FDx Advisors, Inc. | 12 | 7 | 0.03% | 0.32% | 1.14% | Q4 2018 | Q3 2023 | 19 |
THRIVENT FINANCIAL FOR LUTHERANS | 13 | 13 | 0.00% | 0.09% | 0.23% | Q3 2020 | Q3 2023 | 19 |
Merriman Wealth Management, LLC | 15 | 2 | 0.07% | 1.33% | 3.40% | Q4 2016 | Q3 2023 | 19 |
Southeast Asset Advisors Inc. | 15 | 4 | 0.05% | 0.07% | 0.11% | Q2 2018 | Q2 2023 | 19 |
SIMON QUICK ADVISORS, LLC | 12 | 6 | 0.00% | 0.19% | 0.64% | Q2 2018 | Q3 2023 | 18 |
Tranquility Partners, LLC | 18 | 18 | 0.18% | 0.35% | 0.63% | Q2 2019 | Q3 2023 | 18 |
GLENMEDE TRUST CO NA | 16 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 18 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 18 | 18 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q4 2021 | 18 |
Financial Advocates Investment Management | 9 | 9 | 0.02% | 0.62% | 2.16% | Q4 2017 | Q3 2022 | 18 |
Nikulski Financial, Inc. | 11 | 7 | 0.08% | 0.20% | 0.27% | Q3 2018 | Q3 2023 | 18 |
Carroll Financial Associates, Inc. | 18 | 18 | 0.00% | 0.01% | 0.04% | Q3 2017 | Q4 2021 | 18 |
Cutler Group LLC / CA | 8 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 18 |
Csenge Advisory Group | 11 | 7 | 0.03% | 0.20% | 0.45% | Q3 2017 | Q3 2023 | 18 |
Citadel Advisors | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 18 |
CAPTRUST FINANCIAL ADVISORS | 12 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 18 |
Lido Advisors, LLC | 16 | 1 | 0.01% | 0.06% | 0.12% | Q1 2018 | Q3 2023 | 17 |
Richard P Slaughter Associates Inc | 17 | 17 | 0.15% | 0.50% | 1.14% | Q4 2019 | Q4 2023 | 17 |
Smithfield Trust Co | 9 | 8 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 17 |
Dorsey & Whitney Trust CO LLC | 11 | 6 | 0.04% | 0.28% | 0.37% | Q4 2017 | Q3 2023 | 17 |
STEPHENS INC /AR/ | 14 | 3 | 0.00% | 0.04% | 0.06% | Q1 2019 | Q3 2023 | 17 |
OneDigital Investment Advisors LLC | 17 | 17 | 0.03% | 0.13% | 0.29% | Q3 2019 | Q3 2023 | 17 |
M&T BANK CORP | 15 | 2 | 0.02% | 0.38% | 0.83% | Q2 2019 | Q3 2023 | 17 |
AE Wealth Management LLC | 17 | 17 | 0.00% | 0.09% | 0.19% | Q3 2019 | Q3 2023 | 17 |
Rockefeller Capital Management L.P. | 17 | 17 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2023 | 17 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 17 | 17 | 0.01% | 0.01% | 0.03% | Q2 2017 | Q2 2021 | 17 |
SIGNATUREFD, LLC | 17 | 17 | 0.00% | 4.08% | 7.98% | Q3 2019 | Q3 2023 | 17 |
Kathmere Capital Management, LLC | 16 | 16 | 3.81% | 5.43% | 6.69% | Q4 2019 | Q3 2023 | 16 |
PSI Advisors, LLC | 16 | 16 | 0.01% | 0.19% | 0.44% | Q4 2019 | Q3 2023 | 16 |
Apexium Financial, LP | 16 | 16 | 0.04% | 0.24% | 0.78% | Q4 2019 | Q3 2023 | 16 |
S&T BANK/PA | 16 | 16 | 0.08% | 0.31% | 1.40% | Q4 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
KEYBANK NATIONAL ASSOCIATION/OH | 11 | 5 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 16 |
Nan Shan Life Insurance Co., Ltd. | 12 | 1 | 0.02% | 0.13% | 0.38% | Q1 2017 | Q2 2021 | 16 |
EVERGREEN CAPITAL MANAGEMENT LLC | 16 | 16 | 0.15% | 0.19% | 0.32% | Q4 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.04% | 0.14% | 0.26% | Q4 2019 | Q3 2023 | 16 |
SCOTIA CAPITAL INC. | 15 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 16 |
GREENLEAF TRUST | 13 | 3 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.03% | 0.17% | 0.45% | Q4 2019 | Q3 2023 | 16 |
Baystate Wealth Management LLC | 16 | 16 | 0.00% | 1.98% | 3.26% | Q4 2019 | Q3 2023 | 16 |
Atria Investments, Inc | 12 | 1 | 0.02% | 0.18% | 0.33% | Q2 2018 | Q1 2023 | 16 |
PITTENGER & ANDERSON INC | 16 | 16 | 0.00% | 0.05% | 0.10% | Q3 2016 | Q2 2020 | 16 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
FIRST MANHATTAN CO. LLC. | 9 | 6 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 15 |
AllSquare Wealth Management LLC | 15 | 15 | 0.02% | 0.07% | 0.10% | Q1 2020 | Q3 2023 | 15 |
Windsor Wealth Management, Inc. | 15 | 15 | 0.12% | 0.23% | 0.29% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2019 | 15 |
Physician Wealth Advisors, Inc. | 15 | 15 | 0.20% | 0.85% | 1.58% | Q1 2020 | Q3 2023 | 15 |
Montecito Bank & Trust | 15 | 15 | 0.29% | 0.46% | 0.58% | Q2 2020 | Q4 2023 | 15 |
Private Capital Group, LLC | 9 | 3 | 0.00% | 0.09% | 0.18% | Q2 2018 | Q2 2022 | 15 |
Sigma Planning Corp | 14 | 1 | 0.01% | 0.16% | 0.34% | Q4 2019 | Q3 2023 | 15 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 15 | 15 | 0.01% | 0.03% | 0.06% | Q1 2020 | Q3 2023 | 15 |
NewEdge Advisors, LLC | 14 | 1 | 0.00% | 0.28% | 0.68% | Q4 2018 | Q3 2023 | 15 |
Summit X, LLC | 14 | 1 | 0.06% | 0.65% | 2.17% | Q1 2019 | Q4 2022 | 15 |
Avior Wealth Management, LLC | 14 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 15 |
MATTERN CAPITAL MANAGEMENT, LLC | 15 | 15 | 0.07% | 0.43% | 0.90% | Q1 2020 | Q3 2023 | 15 |
Strategic Blueprint, LLC | 14 | 1 | 0.01% | 0.70% | 1.37% | Q3 2019 | Q3 2023 | 15 |
Plancorp, LLC | 15 | 15 | 0.02% | 0.05% | 0.12% | Q1 2020 | Q3 2023 | 15 |
Clark Capital Management Group, Inc. | 11 | 4 | 0.03% | 0.10% | 0.19% | Q3 2016 | Q2 2021 | 15 |
WealthShield Partners, LLC | 15 | 15 | 0.00% | 0.50% | 1.39% | Q1 2020 | Q3 2023 | 15 |
Relative Value Partners Group, LLC | 15 | 15 | 0.02% | 0.23% | 0.48% | Q1 2020 | Q3 2023 | 15 |
Rossmore Private Capital | 15 | 15 | 0.04% | 0.10% | 0.13% | Q1 2020 | Q3 2023 | 15 |
EPG Wealth Management LLC | 13 | 2 | 0.02% | 0.12% | 0.19% | Q4 2019 | Q3 2023 | 15 |
Cresset Asset Management, LLC | 9 | 2 | 0.00% | 0.18% | 0.32% | Q4 2018 | Q3 2023 | 15 |
Valeo Financial Advisors, LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q1 2021 | 15 |
Savant Capital, LLC | 15 | 15 | 0.12% | 0.35% | 0.67% | Q1 2020 | Q3 2023 | 15 |
Wealthcare Advisory Partners LLC | 8 | 1 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 15 |
Tillar-Wenstrup Advisors, LLC | 15 | 15 | 1.06% | 2.54% | 4.56% | Q2 2016 | Q4 2019 | 15 |
Parallel Advisors, LLC | 14 | 1 | 0.00% | 1.49% | 2.91% | Q4 2019 | Q3 2023 | 15 |
Retirement Group, LLC | 14 | 1 | 0.08% | 0.33% | 0.68% | Q4 2019 | Q3 2023 | 15 |
TRUSTCORE FINANCIAL SERVICES, LLC | 15 | 15 | 0.05% | 0.16% | 0.36% | Q2 2019 | Q4 2022 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.17% | 0.34% | Q1 2020 | Q3 2023 | 15 |
LINCOLN CAPITAL CORP | 15 | 15 | 0.19% | 0.98% | 2.40% | Q1 2020 | Q3 2023 | 15 |
Foundations Investment Advisors, LLC | 14 | 14 | 0.10% | 0.55% | 1.35% | Q2 2020 | Q3 2023 | 14 |
SRS Capital Advisors, Inc. | 10 | 4 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 14 |
Syntal Capital Partners, LLC | 14 | 14 | 0.15% | 0.93% | 1.99% | Q2 2019 | Q3 2022 | 14 |
AVANTAX ADVISORY SERVICES, INC. | 13 | 1 | 0.01% | 0.05% | 0.09% | Q4 2019 | Q3 2023 | 14 |
TRANSCEND CAPITAL ADVISORS, LLC | 14 | 14 | 0.06% | 0.18% | 0.36% | Q2 2020 | Q3 2023 | 14 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 14 | 14 | 0.13% | 2.93% | 3.85% | Q2 2020 | Q3 2023 | 14 |
MorganRosel Wealth Management, LLC | 13 | 1 | 0.13% | 0.20% | 0.39% | Q4 2018 | Q3 2023 | 14 |
High Falls Advisors, Inc | 14 | 14 | 0.06% | 1.29% | 3.27% | Q2 2020 | Q3 2023 | 14 |
CLIENT 1ST ADVISORY GROUP, LLC | 14 | 14 | 0.86% | 2.84% | 4.37% | Q2 2020 | Q3 2023 | 14 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 14 | 14 | 0.03% | 0.73% | 1.88% | Q2 2020 | Q3 2023 | 14 |
CABOT WEALTH MANAGEMENT INC | 14 | 14 | 0.08% | 0.17% | 0.23% | Q2 2020 | Q3 2023 | 14 |
MAGNOLIA CAPITAL ADVISORS LLC | 10 | 1 | 0.27% | 1.58% | 5.14% | Q4 2019 | Q3 2023 | 14 |
Belpointe Asset Management LLC | 12 | 1 | 0.01% | 0.05% | 0.11% | Q3 2018 | Q1 2023 | 14 |
WEALTHSOURCE PARTNERS, LLC | 14 | 14 | 0.19% | 1.41% | 2.50% | Q2 2020 | Q3 2023 | 14 |
IHT Wealth Management, LLC | 14 | 14 | 0.02% | 0.04% | 0.05% | Q2 2020 | Q3 2023 | 14 |
Bellecapital International Ltd. | 14 | 14 | 0.26% | 0.47% | 0.82% | Q3 2017 | Q4 2020 | 14 |
Robertson Stephens Wealth Management, LLC | 14 | 14 | 0.08% | 0.23% | 0.38% | Q2 2020 | Q3 2023 | 14 |
Day & Ennis, LLC | 14 | 14 | 0.58% | 1.06% | 1.67% | Q2 2020 | Q3 2023 | 14 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 11 | 3 | 0.03% | 0.05% | 0.07% | Q1 2020 | Q3 2023 | 14 |
MA Private Wealth | 14 | 14 | 0.35% | 2.21% | 4.06% | Q2 2020 | Q3 2023 | 14 |
First Horizon Advisors, Inc. | 6 | 3 | 0.01% | 0.27% | 0.89% | Q1 2018 | Q3 2023 | 14 |
AdvisorNet Financial, Inc | 14 | 14 | 0.00% | 0.09% | 0.19% | Q2 2020 | Q3 2023 | 14 |
ONE Advisory Partners, LLC | 14 | 14 | 0.24% | 2.61% | 4.51% | Q2 2020 | Q3 2023 | 14 |
ARGI Investment Services, LLC | 14 | 14 | 0.01% | 1.21% | 2.21% | Q3 2019 | Q4 2022 | 14 |
J.P. Morgan Private Wealth Advisors LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 14 |
Lehman & Derafelo Financial Resources LLC | 12 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2022 | 14 |
Cypress Wealth Services, LLC | 14 | 14 | 0.24% | 0.92% | 1.58% | Q2 2020 | Q3 2023 | 14 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2022 | 14 |
Aspire Private Capital, LLC | 14 | 14 | 0.05% | 0.16% | 0.26% | Q2 2020 | Q3 2023 | 14 |
Main Management LLC | 12 | 2 | 0.00% | 2.31% | 3.11% | Q3 2019 | Q3 2023 | 14 |
Arkadios Wealth Advisors | 8 | 5 | 0.00% | 0.04% | 0.07% | Q2 2020 | Q3 2023 | 13 |
Meridian Wealth Partners, LLC | 13 | 13 | 0.04% | 1.81% | 2.61% | Q3 2020 | Q3 2023 | 13 |
HRT FINANCIAL LP | 6 | 2 | 0.01% | 0.06% | 0.13% | Q1 2020 | Q3 2023 | 13 |
Sharkey, Howes & Javer | 13 | 13 | 0.10% | 1.92% | 3.56% | Q2 2020 | Q2 2023 | 13 |
Deane Retirement Strategies, Inc. | 11 | 2 | 0.00% | 0.97% | 4.22% | Q2 2017 | Q1 2022 | 13 |
Qube Research & Technologies Ltd | 6 | 2 | 0.00% | 0.05% | 0.15% | Q4 2019 | Q3 2023 | 13 |
FLC Capital Advisors | 13 | 13 | 0.20% | 1.23% | 2.04% | Q2 2020 | Q2 2023 | 13 |
Almanack Investment Partners, LLC. | 8 | 1 | 0.11% | 0.16% | 0.30% | Q3 2017 | Q3 2023 | 13 |
Mutual Advisors, LLC | 11 | 2 | 0.01% | 0.10% | 0.40% | Q2 2020 | Q3 2023 | 13 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 13 | 13 | 0.03% | 4.49% | 6.87% | Q3 2020 | Q3 2023 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.01% | 0.02% | 0.05% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.02% | 0.11% | 0.19% | Q3 2020 | Q3 2023 | 13 |
Matson Money. Inc. | 13 | 13 | 6.59% | 9.42% | 11.86% | Q3 2020 | Q3 2023 | 13 |
Russell Investments Group, Ltd. | 13 | 13 | 0.00% | 0.10% | 0.37% | Q3 2020 | Q3 2023 | 13 |
First Financial Bank - Trust Division | 13 | 13 | 0.03% | 1.03% | 3.66% | Q4 2020 | Q4 2023 | 13 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 13 | 13 | 0.01% | 0.22% | 1.04% | Q3 2020 | Q3 2023 | 13 |
NOMURA ASSET MANAGEMENT CO LTD | 7 | 1 | 0.00% | 0.06% | 0.60% | Q4 2019 | Q3 2023 | 13 |
Key FInancial Inc | 12 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 13 |
LIBERTY WEALTH MANAGEMENT LLC | 10 | 3 | 0.11% | 1.20% | 2.39% | Q2 2020 | Q3 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.02% | 0.07% | 0.12% | Q3 2020 | Q3 2023 | 13 |
Cetera Investment Advisers | 13 | 13 | 0.01% | 0.09% | 0.18% | Q3 2020 | Q3 2023 | 13 |
Ancora Advisors LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
MSI Financial Services Inc | 13 | 13 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2016 | 13 |
Western Wealth Management, LLC | 5 | 1 | 0.02% | 0.08% | 0.16% | Q4 2018 | Q4 2022 | 13 |
Perigon Wealth Management, LLC | 12 | 1 | 0.01% | 0.15% | 0.33% | Q3 2011 | Q2 2023 | 13 |
GFG Capital, LLC | 11 | 2 | 0.12% | 1.35% | 4.33% | Q1 2020 | Q3 2023 | 13 |
Stonehage Fleming Financial Services Holdings Ltd | 11 | 1 | 0.01% | 0.18% | 0.76% | Q1 2017 | Q4 2022 | 13 |
NOTTINGHAM ADVISORS, INC. | 13 | 13 | 0.04% | 0.08% | 0.19% | Q4 2016 | Q4 2019 | 13 |
Aptus Capital Advisors, LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 13 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 13 |
RAYMOND JAMES TRUST N.A. | 13 | 13 | 0.02% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 13 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 13 | 13 | 0.84% | 2.45% | 4.91% | Q2 2020 | Q2 2023 | 13 |
Bay Harbor Wealth Management, LLC | 13 | 13 | 0.01% | 0.68% | 1.57% | Q2 2020 | Q2 2023 | 13 |
TUCKER ASSET MANAGEMENT LLC | 12 | 12 | 0.01% | 0.03% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Element Wealth, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
MILLENNIUM MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.02% | Q2 2016 | Q3 2023 | 12 |
BROWN BROTHERS HARRIMAN & CO | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 12 |
Gibraltar Capital Management, Inc. | 12 | 12 | 0.16% | 1.73% | 2.85% | Q3 2019 | Q2 2022 | 12 |
Parkside Financial Bank & Trust | 11 | 1 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 12 |
Main Management ETF Advisors, LLC | 12 | 12 | 4.37% | 6.98% | 8.19% | Q3 2019 | Q2 2022 | 12 |
ANDERSON HOAGLAND & CO | 12 | 12 | 0.65% | 0.94% | 1.12% | Q4 2020 | Q3 2023 | 12 |
Van Hulzen Asset Management, LLC | 11 | 1 | 0.12% | 1.02% | 1.96% | Q2 2019 | Q4 2022 | 12 |
PALLADIUM PARTNERS LLC | 12 | 12 | 0.02% | 0.40% | 0.71% | Q3 2017 | Q2 2020 | 12 |
McKinley Carter Wealth Services, Inc. | 12 | 12 | 0.03% | 0.09% | 0.37% | Q4 2020 | Q3 2023 | 12 |
Goodwin Investment Advisory | 12 | 12 | 0.25% | 4.36% | 8.89% | Q4 2020 | Q3 2023 | 12 |
Flagship Private Wealth, LLC | 12 | 12 | 0.19% | 0.21% | 0.24% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.00% | 0.16% | 0.39% | Q4 2020 | Q3 2023 | 12 |
Private Ocean, LLC | 11 | 1 | 0.01% | 0.01% | 0.11% | Q2 2016 | Q3 2023 | 12 |
CoreFirst Bank & Trust | 12 | 12 | 0.05% | 0.06% | 0.06% | Q4 2020 | Q3 2023 | 12 |
WASHINGTON TRUST Co | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Creative Planning | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Ausdal Financial Partners, Inc. | 12 | 12 | 0.09% | 0.29% | 0.36% | Q4 2020 | Q3 2023 | 12 |
Orgel Wealth Management, LLC | 12 | 12 | 0.14% | 1.27% | 2.66% | Q1 2017 | Q4 2019 | 12 |
Archer Investment Corp | 12 | 12 | 0.05% | 0.06% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Graves Light Lenhart Wealth, Inc. | 12 | 12 | 0.03% | 0.10% | 0.14% | Q4 2020 | Q3 2023 | 12 |
Running Point Capital Advisors, LLC | 12 | 12 | 0.00% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Mosaic Family Wealth, LLC | 6 | 6 | 0.07% | 0.10% | 0.14% | Q3 2018 | Q3 2021 | 12 |
Aries Wealth Management | 12 | 12 | 0.29% | 0.51% | 0.58% | Q1 2019 | Q4 2021 | 12 |
Snowden Capital Advisors LLC | 5 | 2 | 0.00% | 0.08% | 0.15% | Q3 2019 | Q4 2022 | 12 |
Summit Wealth Group, LLC | 12 | 12 | 1.46% | 3.86% | 6.83% | Q4 2020 | Q3 2023 | 12 |
Chicago Partners Investment Group LLC | 12 | 12 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Trilogy Capital Inc. | 12 | 12 | 0.87% | 0.94% | 1.02% | Q4 2020 | Q3 2023 | 12 |
PARK AVENUE SECURITIES LLC | 11 | 1 | 0.01% | 1.55% | 2.62% | Q2 2020 | Q3 2023 | 12 |
Aviance Capital Partners, LLC | 10 | 2 | 0.04% | 0.55% | 1.28% | Q1 2020 | Q1 2023 | 12 |
Icon Wealth Partners, LLC | 9 | 3 | 0.01% | 0.85% | 1.42% | Q2 2020 | Q3 2023 | 12 |
Strategic Financial Services, Inc, | 12 | 12 | 0.97% | 1.82% | 2.73% | Q4 2020 | Q3 2023 | 12 |
CENTAURUS FINANCIAL, INC. | 11 | 1 | 0.00% | 0.08% | 0.17% | Q2 2018 | Q1 2023 | 12 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 12 | 12 | 0.03% | 0.06% | 0.09% | Q4 2020 | Q3 2023 | 12 |
Avidian Wealth Solutions, LLC | 12 | 12 | 0.01% | 0.07% | 0.12% | Q2 2020 | Q1 2023 | 12 |
Meridian Wealth Management, LLC | 12 | 12 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Vestmark Advisory Solutions, Inc. | 12 | 12 | 0.01% | 0.03% | 0.06% | Q3 2020 | Q2 2023 | 12 |
NWAM LLC | 10 | 1 | 0.04% | 0.21% | 0.42% | Q2 2020 | Q1 2023 | 11 |
Lumature Wealth Partners, LLC | 11 | 11 | 0.07% | 0.12% | 0.39% | Q4 2020 | Q2 2023 | 11 |
CAHILL FINANCIAL ADVISORS INC | 11 | 11 | 0.06% | 0.76% | 1.46% | Q1 2021 | Q3 2023 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.17% | 0.95% | 1.82% | Q4 2020 | Q2 2023 | 11 |
RHUMBLINE ADVISERS | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 11 |
BCGM Wealth Management, LLC | 9 | 2 | 0.13% | 0.16% | 0.20% | Q4 2020 | Q3 2023 | 11 |
Foster Group, Inc. | 11 | 11 | 0.07% | 0.31% | 0.46% | Q1 2021 | Q3 2023 | 11 |
WADDELL & ASSOCIATES, LLC | 7 | 4 | 0.10% | 1.53% | 9.59% | Q2 2019 | Q3 2023 | 11 |
TOMPKINS FINANCIAL CORP | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2023 | 11 |
OXFORD FINANCIAL GROUP, LTD. LLC | 11 | 11 | 0.00% | 0.20% | 0.40% | Q1 2021 | Q3 2023 | 11 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 11 | 11 | 0.04% | 0.11% | 0.22% | Q4 2020 | Q2 2023 | 11 |
Patriot Financial Group Insurance Agency, LLC | 10 | 1 | 0.04% | 0.19% | 0.30% | Q4 2017 | Q2 2022 | 11 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 11 | 11 | 0.12% | 0.40% | 0.88% | Q1 2021 | Q3 2023 | 11 |
Hilltop Holdings Inc. | 10 | 1 | 0.02% | 0.06% | 0.16% | Q3 2020 | Q3 2023 | 11 |
First Citizens Financial Corp | 9 | 2 | 0.19% | 0.51% | 0.78% | Q4 2020 | Q3 2023 | 11 |
PATTON ALBERTSON MILLER GROUP, LLC | 11 | 11 | 0.05% | 0.38% | 1.03% | Q4 2020 | Q2 2023 | 11 |
MEEDER ASSET MANAGEMENT INC | 9 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.06% | 0.12% | Q1 2021 | Q3 2023 | 11 |
Cardinal Strategic Wealth Guidance | 11 | 11 | 0.02% | 1.81% | 3.64% | Q1 2021 | Q3 2023 | 11 |
Arizona State Retirement System | 7 | 4 | 1.39% | 1.60% | 1.91% | Q2 2013 | Q2 2016 | 11 |
TSFG, LLC | 6 | 5 | 0.01% | 0.02% | 0.07% | Q3 2019 | Q3 2023 | 11 |
Financial & Tax Architects, LLC | 11 | 11 | 0.73% | 2.03% | 3.33% | Q1 2021 | Q3 2023 | 11 |
55I, LLC | 11 | 11 | 0.81% | 2.16% | 3.39% | Q1 2020 | Q3 2022 | 11 |
Venturi Wealth Management, LLC | 8 | 3 | 0.00% | 0.10% | 0.17% | Q2 2020 | Q3 2023 | 11 |
Keebeck Wealth Management, LLC | 11 | 11 | 0.03% | 0.18% | 0.41% | Q4 2020 | Q2 2023 | 11 |
EQ LLC | 11 | 11 | 2.06% | 3.62% | 4.93% | Q4 2020 | Q2 2023 | 11 |
Leicht Financial Planning & Wealth Management, Inc. | 11 | 11 | 0.30% | 3.62% | 7.62% | Q2 2017 | Q4 2019 | 11 |
Westside Investment Management, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Jaffetilchin Investment Partners, LLC | 11 | 11 | 0.02% | 0.08% | 0.39% | Q1 2021 | Q3 2023 | 11 |
One Wealth Advisors, LLC | 7 | 4 | 0.19% | 2.00% | 6.03% | Q4 2020 | Q3 2023 | 11 |
CENTRAL TRUST Co | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2023 | 11 |
WEDBUSH SECURITIES INC | 11 | 11 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Newbridge Financial Services Group, Inc. | 11 | 11 | 0.00% | 0.12% | 0.28% | Q1 2021 | Q3 2023 | 11 |
Stokes Family Office, LLC | 11 | 11 | 0.11% | 2.49% | 4.56% | Q1 2021 | Q3 2023 | 11 |
EP Wealth Advisors, LLC | 11 | 11 | 0.04% | 0.13% | 0.75% | Q1 2021 | Q3 2023 | 11 |
US FINANCIAL ADVISORS, LLC | 11 | 11 | 0.68% | 1.74% | 3.64% | Q1 2021 | Q3 2023 | 11 |
Sage Mountain Advisors LLC | 11 | 11 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q3 2023 | 11 |
TCG Advisory Services, LLC | 11 | 11 | 0.05% | 6.75% | 9.88% | Q1 2021 | Q3 2023 | 11 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 11 | 11 | 0.09% | 3.89% | 12.32% | Q1 2021 | Q3 2023 | 11 |
FLOW TRADERS U.S. LLC | 6 | 1 | 0.00% | 0.16% | 0.58% | Q3 2016 | Q3 2023 | 11 |
GREAT VALLEY ADVISOR GROUP, INC. | 11 | 11 | 0.02% | 0.06% | 0.10% | Q1 2021 | Q3 2023 | 11 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 10 |
STRINGER ASSET MANAGEMENT, LLC | 10 | 10 | 0.83% | 4.11% | 7.43% | Q2 2020 | Q3 2022 | 10 |
Sage Advisory Services, Ltd.Co. | 4 | 3 | 0.21% | 3.11% | 6.53% | Q4 2018 | Q1 2022 | 10 |
RFG Advisory, LLC | 10 | 10 | 0.02% | 0.27% | 0.48% | Q2 2020 | Q3 2022 | 10 |
Investors Research Corp | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
CreativeOne Wealth, LLC | 10 | 10 | 0.04% | 0.28% | 0.73% | Q1 2021 | Q2 2023 | 10 |
Planned Solutions, Inc. | 6 | 4 | 0.16% | 0.20% | 0.23% | Q3 2020 | Q1 2023 | 10 |
CFS Investment Advisory Services, LLC | 9 | 1 | 0.04% | 0.46% | 1.71% | Q4 2020 | Q3 2023 | 10 |
Spectrum Management Group, LLC | 10 | 10 | 0.02% | 0.78% | 1.16% | Q2 2020 | Q3 2022 | 10 |
Mayflower Financial Advisors, LLC | 10 | 10 | 0.03% | 0.60% | 1.21% | Q2 2021 | Q3 2023 | 10 |
Integrated Advisors Network LLC | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.05% | 0.10% | 0.23% | Q1 2021 | Q3 2023 | 10 |
Elo Mutual Pension Insurance Co | 10 | 10 | 1.74% | 6.02% | 9.41% | Q1 2018 | Q2 2020 | 10 |
Invst, LLC | 10 | 10 | 0.04% | 0.49% | 0.86% | Q2 2020 | Q3 2022 | 10 |
First Command Advisory Services, Inc. | 10 | 10 | 0.00% | 4.41% | 12.00% | Q2 2021 | Q3 2023 | 10 |
Carmichael Hill & Associates, Inc. | 10 | 10 | 0.00% | 0.03% | 0.04% | Q3 2020 | Q4 2022 | 10 |
FRANKLIN RESOURCES INC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 10 |
AJ WEALTH STRATEGIES, LLC | 10 | 10 | 0.05% | 0.06% | 0.08% | Q1 2020 | Q2 2022 | 10 |
True Link Financial Advisors, LLC | 10 | 10 | 1.18% | 1.84% | 2.23% | Q4 2020 | Q1 2023 | 10 |
COMERICA SECURITIES,INC. | 8 | 2 | 0.10% | 0.33% | 0.46% | Q3 2019 | Q1 2022 | 10 |
Intrua Financial, LLC | 9 | 1 | 0.05% | 0.15% | 0.29% | Q2 2020 | Q1 2023 | 10 |
ALTERNA WEALTH MANAGEMENT, INC | 8 | 2 | 0.44% | 0.78% | 1.45% | Q3 2020 | Q3 2023 | 10 |
Horan Securities, Inc. | 7 | 3 | 0.01% | 0.02% | 0.05% | Q4 2020 | Q2 2023 | 10 |
Interchange Capital Partners, LLC | 8 | 2 | 1.42% | 3.38% | 4.45% | Q4 2020 | Q3 2023 | 10 |
CGN Advisors LLC | 10 | 10 | 0.08% | 0.11% | 0.16% | Q3 2021 | Q4 2023 | 10 |
Snider Financial Group | 10 | 10 | 1.56% | 2.61% | 3.96% | Q2 2021 | Q3 2023 | 10 |
D.A. DAVIDSON & CO. | 7 | 3 | 0.00% | 0.04% | 0.08% | Q1 2021 | Q3 2023 | 10 |
Ifrah Financial Services, Inc. | 10 | 10 | 0.07% | 0.11% | 0.15% | Q4 2020 | Q1 2023 | 10 |
Focused Wealth Management, Inc | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
J.W. COLE ADVISORS, INC. | 8 | 2 | 0.05% | 0.09% | 0.13% | Q1 2021 | Q3 2023 | 10 |
CREDIT SUISSE AG/ | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 9 |
TMD & ASSOCIATES, INC | 9 | 9 | 9.74% | 12.76% | 16.03% | Q4 2016 | Q4 2018 | 9 |
Biltmore Family Office, LLC | 9 | 9 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Golden State Wealth Management, LLC | 9 | 9 | 0.02% | 0.07% | 0.11% | Q1 2020 | Q1 2022 | 9 |
Freestone Capital Holdings, LLC | 7 | 2 | 0.00% | 0.04% | 0.08% | Q3 2020 | Q3 2023 | 9 |
Sunbelt Securities, Inc. | 5 | 4 | 0.02% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 9 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2018 | 9 |
Newfound Research LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q1 2020 | 9 |
CAPITAL ONE FINANCIAL CORP | 9 | 9 | 1.44% | 3.35% | 6.57% | Q1 2020 | Q1 2022 | 9 |
FLAGSHIP HARBOR ADVISORS, LLC | 9 | 9 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q2 2020 | 9 |
Pensionmark Financial Group, LLC | 8 | 1 | 0.09% | 0.17% | 0.23% | Q4 2019 | Q3 2022 | 9 |
First Command Bank | 9 | 9 | 0.02% | 0.18% | 0.56% | Q2 2021 | Q2 2023 | 9 |
Bogart Wealth, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 9 |
TNF LLC | 9 | 9 | 0.33% | 1.04% | 2.57% | Q3 2021 | Q3 2023 | 9 |
MASSMUTUAL TRUST CO FSB/ADV | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2023 | 9 |
Rosenberg Matthew Hamilton | 9 | 9 | 0.15% | 0.56% | 0.73% | Q3 2021 | Q3 2023 | 9 |
Gladstone Institutional Advisory LLC | 9 | 9 | 0.02% | 0.03% | 0.05% | Q1 2021 | Q1 2023 | 9 |
COWA, LLC | 9 | 9 | 0.15% | 0.81% | 1.65% | Q3 2021 | Q3 2023 | 9 |
Austin Private Wealth, LLC | 9 | 9 | 0.04% | 0.83% | 1.15% | Q2 2020 | Q2 2022 | 9 |
Destiny Wealth Partners, LLC | 9 | 9 | 0.03% | 0.09% | 0.25% | Q4 2020 | Q4 2022 | 9 |
PAX Financial Group, LLC | 9 | 9 | 0.91% | 2.28% | 2.83% | Q1 2020 | Q1 2022 | 9 |
Cornerstone Wealth Management, LLC | 8 | 1 | 0.00% | 0.08% | 0.15% | Q2 2018 | Q1 2022 | 9 |
First Command Financial Services, Inc. | 9 | 9 | 0.02% | 0.18% | 0.56% | Q2 2021 | Q2 2023 | 9 |
EFG Asset Management (Americas) Corp. | 9 | 9 | 0.07% | 0.63% | 1.10% | Q3 2021 | Q3 2023 | 9 |
Professional Financial Advisors, LLC | 9 | 9 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q3 2022 | 9 |
Ferris Capital, LLC | 8 | 1 | 0.06% | 0.16% | 0.32% | Q3 2018 | Q4 2020 | 9 |
Bellwether Advisors, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 9 |
HHM Wealth Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Capital Asset Advisory Services LLC | 6 | 3 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 9 |
WealthPLAN Partners, LLC | 9 | 9 | 0.02% | 0.04% | 0.05% | Q1 2020 | Q1 2022 | 9 |
Simplicity Solutions, LLC | 6 | 3 | 0.02% | 0.07% | 0.15% | Q3 2019 | Q3 2023 | 9 |
Mendel Money Management | 9 | 9 | 0.22% | 0.25% | 0.30% | Q1 2021 | Q1 2023 | 9 |
W ADVISORS, LLC | 8 | 8 | 0.28% | 0.76% | 2.11% | Q4 2021 | Q3 2023 | 8 |
Keystone Wealth Services, LLC | 8 | 8 | 0.20% | 0.60% | 1.41% | Q4 2021 | Q3 2023 | 8 |
RHS Financial, LLC | 8 | 8 | 0.28% | 0.53% | 0.78% | Q2 2021 | Q1 2023 | 8 |
Horst & Graben Wealth Management LLC | 8 | 8 | 0.97% | 1.55% | 2.00% | Q2 2020 | Q1 2022 | 8 |
Private Portfolio Partners LLC | 8 | 8 | 0.14% | 0.31% | 0.37% | Q2 2020 | Q1 2022 | 8 |
COZAD ASSET MANAGEMENT INC | 8 | 8 | 0.07% | 0.08% | 0.08% | Q4 2020 | Q3 2022 | 8 |
TWO SIGMA SECURITIES, LLC | 3 | 1 | 0.00% | 0.02% | 0.05% | Q3 2018 | Q3 2023 | 8 |
Avantax Planning Partners, Inc. | 7 | 1 | 0.02% | 0.07% | 0.08% | Q3 2017 | Q3 2023 | 8 |
SteelPeak Wealth, LLC | 8 | 8 | 0.23% | 0.62% | 0.81% | Q2 2020 | Q1 2022 | 8 |
Wealth Management Solutions, LLC | 8 | 8 | 0.29% | 1.37% | 2.76% | Q4 2021 | Q3 2023 | 8 |
MCIA Inc | 8 | 8 | 0.10% | 1.16% | 1.63% | Q2 2020 | Q1 2022 | 8 |
Magnus Financial Group LLC | 3 | 2 | 0.02% | 0.06% | 0.15% | Q4 2020 | Q3 2023 | 8 |
Kovack Advisors, Inc. | 8 | 8 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q2 2022 | 8 |
TRUE Private Wealth Advisors | 8 | 8 | 0.04% | 0.12% | 0.20% | Q2 2020 | Q1 2022 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Concorde Asset Management, LLC | 8 | 8 | 0.46% | 1.17% | 1.98% | Q2 2020 | Q1 2022 | 8 |
SALEM INVESTMENT COUNSELORS INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 8 |
John W. Brooker & Co., CPAs | 8 | 8 | 0.00% | 0.17% | 0.27% | Q1 2021 | Q4 2022 | 8 |
Pettinga Financial Advisors LLC | 8 | 8 | 1.38% | 2.63% | 3.27% | Q2 2020 | Q1 2022 | 8 |
V Wealth Advisors LLC | 8 | 8 | 0.22% | 0.55% | 0.63% | Q4 2020 | Q3 2022 | 8 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 6 | 1 | 0.08% | 0.35% | 1.09% | Q4 2018 | Q3 2021 | 8 |
Taylor & Morgan Wealth Management, LLC | 8 | 8 | 0.24% | 0.42% | 0.49% | Q4 2021 | Q3 2023 | 8 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 7 | 1 | 0.00% | 0.03% | 0.04% | Q4 2018 | Q3 2022 | 8 |
VICTORY CAPITAL MANAGEMENT INC | 8 | 8 | 0.06% | 0.09% | 0.15% | Q2 2019 | Q1 2021 | 8 |
MONEY CONCEPTS CAPITAL CORP | 6 | 2 | 0.00% | 0.09% | 0.26% | Q4 2020 | Q1 2023 | 8 |
Merit Financial Group, LLC | 7 | 1 | 0.03% | 0.09% | 0.25% | Q4 2019 | Q3 2023 | 8 |
First Capital Advisors Group, LLC. | 7 | 1 | 0.00% | 0.99% | 2.87% | Q1 2018 | Q2 2023 | 8 |
NCM Capital Management, LLC | 8 | 8 | 0.87% | 1.06% | 1.38% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.02% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Country Club Trust Company, n.a. | 8 | 8 | 0.02% | 0.13% | 0.18% | Q1 2018 | Q4 2019 | 8 |
Integrity Financial Corp /WA | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Kathleen S. Wright Associates Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Eagle Strategies LLC | 8 | 8 | 0.43% | 0.71% | 1.04% | Q4 2021 | Q3 2023 | 8 |
WOLVERINE TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2022 | 8 |
Trek Financial, LLC | 8 | 8 | 0.11% | 0.25% | 0.30% | Q2 2020 | Q1 2022 | 8 |
Hanlon Investment Management, Inc. | 8 | 8 | 0.06% | 0.12% | 0.26% | Q2 2020 | Q1 2022 | 8 |
Insight Wealth Strategies, LLC | 8 | 8 | 0.04% | 0.98% | 1.94% | Q4 2020 | Q3 2022 | 8 |
Financial Partners Group, Inc | 8 | 8 | 0.09% | 0.25% | 0.30% | Q3 2020 | Q2 2022 | 8 |
MARINO, STRAM & ASSOCIATES LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q3 2021 | Q3 2023 | 8 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 8 |
Beacon Pointe Advisors, LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q1 2023 | 8 |
Brookstone Capital Management | 8 | 8 | 0.03% | 0.16% | 0.45% | Q2 2020 | Q1 2022 | 8 |
Wealth Alliance | 7 | 1 | 0.04% | 0.36% | 0.72% | Q4 2020 | Q4 2022 | 8 |
Copperleaf Capital, LLC | 8 | 8 | 0.26% | 1.34% | 1.71% | Q4 2020 | Q3 2022 | 8 |
BCS Wealth Management | 8 | 8 | 0.08% | 0.14% | 0.18% | Q4 2021 | Q3 2023 | 8 |
FSC Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.02% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Selective Wealth Management, Inc. | 6 | 1 | 0.01% | 0.12% | 0.21% | Q2 2020 | Q2 2023 | 8 |
Arete Wealth Advisors, LLC | 4 | 2 | 0.02% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 8 |
Peak Asset Management, LLC | 8 | 8 | 0.05% | 0.25% | 0.64% | Q2 2020 | Q1 2022 | 8 |
SigFig Wealth Management, LLC | 8 | 8 | 0.04% | 0.08% | 0.11% | Q2 2020 | Q1 2022 | 8 |
Ascent Group, LLC | 8 | 8 | 0.04% | 0.09% | 0.16% | Q4 2021 | Q3 2023 | 8 |
IFG Advisory, LLC | 7 | 1 | 0.02% | 0.07% | 0.08% | Q3 2020 | Q3 2023 | 8 |
Cooper Financial Group | 8 | 8 | 0.21% | 1.67% | 2.43% | Q2 2020 | Q1 2022 | 8 |
Nova R Wealth, Inc. | 8 | 8 | 0.32% | 0.81% | 1.82% | Q4 2021 | Q3 2023 | 8 |
Ledyard National Bank | 8 | 8 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q3 2022 | 8 |
Beaird Harris Wealth Management, LLC | 8 | 8 | 0.49% | 2.62% | 5.85% | Q4 2021 | Q3 2023 | 8 |
SkyView Investment Advisors, LLC | 8 | 8 | 0.11% | 1.14% | 2.40% | Q4 2020 | Q3 2022 | 8 |
Red Wave Investments LLC | 8 | 8 | 0.16% | 0.17% | 0.19% | Q4 2020 | Q3 2022 | 8 |
MBE Wealth Management, LLC | 7 | 1 | 0.01% | 0.61% | 3.04% | Q1 2020 | Q2 2022 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Tri-Star Advisors Inc. | 8 | 8 | 1.27% | 2.82% | 3.59% | Q2 2020 | Q1 2022 | 8 |
U.S. Capital Wealth Advisors, LLC | 7 | 1 | 0.01% | 0.23% | 0.34% | Q3 2021 | Q3 2023 | 8 |
BNP PARIBAS FINANCIAL MARKETS | 7 | 1 | 0.00% | 0.00% | 0.03% | Q3 2020 | Q3 2023 | 8 |
Gunma Bank,Ltd. | 6 | 2 | 0.96% | 1.89% | 4.16% | Q1 2021 | Q3 2023 | 8 |
Ameritas Investment Company, LLC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2021 | 8 |
GoalVest Advisory LLC | 5 | 3 | 0.00% | 2.67% | 4.39% | Q4 2020 | Q1 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.06% | 0.07% | 0.08% | Q3 2021 | Q3 2023 | 8 |
Veritable, L.P. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q1 2019 | 8 |
OPPENHEIMER & CO INC | 4 | 2 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 8 |
Mount Yale Investment Advisors, LLC | 8 | 8 | 0.09% | 0.17% | 0.21% | Q2 2020 | Q1 2022 | 8 |
Successful Portfolios LLC | 8 | 8 | 0.18% | 0.32% | 0.40% | Q2 2020 | Q1 2022 | 8 |
FinTrust Capital Advisors, LLC | 8 | 8 | 0.04% | 0.12% | 0.17% | Q2 2020 | Q1 2022 | 8 |
West Wealth Group, LLC | 8 | 8 | 0.17% | 0.82% | 3.55% | Q4 2021 | Q3 2023 | 8 |
Avant Capital LLC | 8 | 8 | 1.18% | 1.32% | 1.51% | Q4 2021 | Q3 2023 | 8 |
SVB WEALTH LLC | 8 | 8 | 0.06% | 0.42% | 0.68% | Q4 2021 | Q3 2023 | 8 |
Aspire Wealth Management Corp | 8 | 8 | 0.02% | 0.37% | 1.00% | Q4 2021 | Q3 2023 | 8 |
LEO BROKERAGE, LLC | 4 | 2 | 0.04% | 0.50% | 1.10% | Q4 2020 | Q2 2023 | 8 |
Financial Management Professionals, Inc. | 8 | 8 | 0.01% | 0.01% | 0.03% | Q3 2021 | Q2 2023 | 8 |
GUERRA PAN ADVISORS, LLC | 8 | 8 | 0.65% | 0.97% | 1.09% | Q4 2021 | Q3 2023 | 8 |
Bernardo Wealth Planning LLC | 8 | 8 | 0.09% | 0.19% | 0.23% | Q3 2020 | Q2 2022 | 8 |
Mizuho Trust & Banking Co., Ltd. | 4 | 2 | 1.21% | 2.88% | 7.23% | Q4 2017 | Q2 2020 | 8 |
ALTFEST L J & CO INC | 7 | 7 | 0.07% | 1.07% | 3.75% | Q2 2018 | Q4 2019 | 7 |
VIVID FINANCIAL MANAGEMENT, INC. | 7 | 7 | 2.80% | 3.34% | 3.95% | Q2 2020 | Q4 2021 | 7 |
Weaver Consulting Group | 7 | 7 | 0.04% | 0.06% | 0.09% | Q1 2019 | Q3 2020 | 7 |
JOURNEY STRATEGIC WEALTH LLC | 6 | 1 | 0.04% | 0.39% | 1.21% | Q4 2021 | Q3 2023 | 7 |
Marietta Wealth Management, LLC | 6 | 1 | 0.06% | 0.84% | 1.07% | Q1 2019 | Q4 2020 | 7 |
Cerity Partners LLC | 7 | 7 | 0.00% | 0.09% | 0.32% | Q1 2022 | Q3 2023 | 7 |
Good Life Advisors, LLC | 5 | 1 | 0.03% | 0.40% | 0.68% | Q1 2019 | Q4 2022 | 7 |
Archvest Wealth Advisors, Inc. | 4 | 3 | 0.26% | 0.31% | 0.37% | Q4 2021 | Q3 2023 | 7 |
Security Financial Services, INC. | 5 | 2 | 0.12% | 0.83% | 2.06% | Q4 2021 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.04% | 0.14% | 0.34% | Q1 2022 | Q3 2023 | 7 |
Concord Wealth Partners | 4 | 3 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.07% | 0.22% | 0.67% | Q1 2021 | Q4 2022 | 7 |
Quadrant Private Wealth Management, LLC | 6 | 1 | 0.11% | 0.21% | 0.30% | Q4 2020 | Q4 2022 | 7 |
HawsGoodwin Investment Management LLC | 7 | 7 | 2.85% | 3.31% | 3.87% | Q2 2020 | Q4 2021 | 7 |
Legacy Wealth Planning, LLC | 7 | 7 | 0.58% | 9.40% | 16.88% | Q1 2021 | Q3 2022 | 7 |
Truadvice, LLC | 7 | 7 | 0.32% | 0.78% | 1.05% | Q3 2020 | Q1 2022 | 7 |
Veracity Capital LLC | 7 | 7 | 0.14% | 0.19% | 0.24% | Q2 2020 | Q4 2021 | 7 |
ATLAS CAPITAL ADVISORS LLC | 7 | 7 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Elk River Wealth Management, LLC | 7 | 7 | 2.56% | 2.81% | 3.21% | Q1 2022 | Q3 2023 | 7 |
Winfield Associates, Inc. | 7 | 7 | 0.23% | 0.61% | 0.92% | Q3 2020 | Q1 2022 | 7 |
UBS ASSET MANAGEMENT AMERICAS INC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 7 |
OmniStar Financial Group, Inc. | 7 | 7 | 0.31% | 0.37% | 0.42% | Q2 2020 | Q4 2021 | 7 |
Vigilant Capital Management, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2022 | 7 |
FIRETHORN WEALTH PARTNERS, LLC | 4 | 3 | 0.21% | 1.68% | 2.90% | Q4 2020 | Q3 2022 | 7 |
Krilogy Financial LLC | 7 | 7 | 0.03% | 0.04% | 0.06% | Q3 2021 | Q1 2023 | 7 |
Spectrum Planning & Advisory Services Inc. | 7 | 7 | 0.88% | 2.91% | 3.50% | Q4 2020 | Q2 2022 | 7 |
PROVIDA PENSION FUND ADMINISTRATOR | 7 | 7 | 1.74% | 2.04% | 2.49% | Q2 2021 | Q4 2022 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.02% | 0.04% | Q3 2019 | Q1 2021 | 7 |
Williams Financial, LLC | 6 | 1 | 0.19% | 2.38% | 3.56% | Q4 2020 | Q3 2022 | 7 |
Moneda S.A. Administradora General de Fondos | 7 | 7 | 0.16% | 0.56% | 1.18% | Q4 2019 | Q2 2021 | 7 |
Westshore Wealth, LLC | 7 | 7 | 0.16% | 0.19% | 0.24% | Q1 2021 | Q3 2022 | 7 |
LexAurum Advisors, LLC | 7 | 7 | 0.13% | 0.21% | 0.26% | Q3 2020 | Q1 2022 | 7 |
VERUS CAPITAL PARTNERS, LLC | 7 | 7 | 0.04% | 0.05% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Midwest Heritage Bank, FSB | 7 | 7 | 0.16% | 0.56% | 0.99% | Q4 2021 | Q2 2023 | 7 |
Financial Engines Advisors L.L.C. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Pinion Investment Advisors, LLC | 7 | 7 | 0.39% | 0.77% | 1.16% | Q1 2021 | Q3 2022 | 7 |
Diversified, LLC | 4 | 1 | 0.06% | 0.18% | 0.45% | Q4 2020 | Q3 2023 | 7 |
Capital Planning Advisors, LLC | 7 | 7 | 1.55% | 2.17% | 2.50% | Q1 2021 | Q3 2022 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Squar Milner Financial Services LLC | 5 | 2 | 0.06% | 0.10% | 0.12% | Q2 2018 | Q1 2020 | 7 |
Biltmore Capital Advisors LLC | 6 | 1 | 0.19% | 1.43% | 4.40% | Q4 2018 | Q4 2021 | 7 |
BARCLAYS PLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2023 | 7 |
Lloyd Advisory Services, LLC. | 7 | 7 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q1 2022 | 7 |
BRYN MAWR TRUST Co | 7 | 7 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q4 2019 | 7 |
Trexquant Investment LP | 3 | 1 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 7 |
Southern Farm Bureau Life Insurance | 7 | 7 | 0.43% | 0.69% | 1.06% | Q1 2021 | Q3 2022 | 7 |
Custos Family Office, LLC | 7 | 7 | 3.39% | 5.55% | 6.42% | Q4 2021 | Q2 2023 | 7 |
PFS INVESTMENTS INC. | 3 | 1 | 0.28% | 0.47% | 0.55% | Q4 2018 | Q4 2021 | 7 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 7 | 7 | 0.04% | 0.12% | 0.17% | Q1 2022 | Q3 2023 | 7 |
Betterment LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Gradient Investments LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 7 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 6 | 6 | 0.04% | 0.09% | 0.12% | Q2 2022 | Q3 2023 | 6 |
tru Independence LLC | 3 | 1 | 0.01% | 0.06% | 0.12% | Q2 2020 | Q1 2022 | 6 |
Sargent Bickham Lagudis LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
WealthTrust Axiom LLC | 6 | 6 | 0.06% | 0.07% | 0.09% | Q4 2020 | Q1 2022 | 6 |
4J Wealth Management LLC | 6 | 6 | 1.27% | 2.12% | 2.45% | Q4 2020 | Q1 2022 | 6 |
BDO Wealth Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Trinity Wealth Management, LLC | 4 | 2 | 3.11% | 3.37% | 3.84% | Q4 2019 | Q1 2022 | 6 |
EVOKE WEALTH, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
BlackRock Institutional Trust Company, N.A. | 6 | 6 | 0.00% | 0.00% | 0.02% | Q3 2015 | Q4 2016 | 6 |
OPPENHEIMER ASSET MANAGEMENT INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2020 | 6 |
Beacon Financial Advisory LLC | 6 | 6 | 0.15% | 0.22% | 0.25% | Q4 2020 | Q1 2022 | 6 |
Apollon Wealth Management, LLC | 4 | 2 | 0.03% | 0.05% | 0.14% | Q4 2021 | Q3 2023 | 6 |
LVW Advisors, LLC | 6 | 6 | 0.59% | 0.62% | 0.67% | Q3 2021 | Q4 2022 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.01% | 0.02% | 0.04% | Q2 2022 | Q3 2023 | 6 |
SWMG, LLC | 6 | 6 | 1.44% | 2.68% | 3.14% | Q4 2020 | Q1 2022 | 6 |
CIBC Private Wealth Group, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2022 | 6 |
BB&T SECURITIES, LLC | 3 | 3 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q2 2019 | 6 |
CIBC WORLD MARKET INC. | 5 | 1 | 0.00% | 0.00% | 0.02% | Q4 2019 | Q4 2021 | 6 |
TIEDEMANN ADVISORS, LLC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 6 |
Karn, Couzens & Associates, Inc. | 6 | 6 | 0.29% | 0.32% | 0.36% | Q4 2020 | Q1 2022 | 6 |
Valmark Advisers, Inc. | 6 | 6 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q4 2022 | 6 |
AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 6 | 6 | 0.18% | 0.37% | 0.52% | Q2 2018 | Q3 2019 | 6 |
Ameritas Advisory Services, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q1 2023 | 6 |
BARINGS LLC | 3 | 3 | 0.25% | 0.62% | 1.16% | Q4 2020 | Q2 2022 | 6 |
Ten Capital Wealth Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Savior LLC | 6 | 6 | 0.00% | 0.03% | 0.04% | Q4 2020 | Q1 2022 | 6 |
SUNTRUST BANKS INC | 4 | 2 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2018 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.02% | 0.12% | Q2 2022 | Q3 2023 | 6 |
TORONTO DOMINION BANK | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 6 |
Harvest Fund Management Co., Ltd | 6 | 6 | 0.12% | 0.20% | 0.41% | Q4 2020 | Q1 2022 | 6 |
Proficio Capital Partners LLC | 4 | 1 | 0.04% | 0.06% | 0.08% | Q2 2021 | Q1 2023 | 6 |
Clearshares LLC | 6 | 6 | 3.51% | 3.94% | 4.40% | Q4 2017 | Q1 2019 | 6 |
SYM FINANCIAL Corp | 6 | 6 | 0.92% | 1.32% | 1.59% | Q4 2018 | Q1 2020 | 6 |
TWO SIGMA INVESTMENTS, LP | 3 | 1 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 6 |
MCMORGAN & CO LLC | 6 | 6 | 0.86% | 2.36% | 3.42% | Q3 2021 | Q4 2022 | 6 |
Rede Wealth, LLC | 6 | 6 | 0.26% | 0.30% | 0.32% | Q4 2020 | Q1 2022 | 6 |
Avion Wealth | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2021 | 6 |
Portfolio Strategies, Inc. | 6 | 6 | 0.71% | 0.81% | 0.94% | Q4 2017 | Q1 2019 | 6 |
Regal Investment Advisors LLC | 4 | 1 | 0.11% | 0.20% | 0.24% | Q2 2020 | Q1 2022 | 6 |
Donoghue Forlines LLC | 3 | 3 | 0.79% | 1.96% | 4.80% | Q2 2018 | Q4 2019 | 6 |
PRINCIPAL FINANCIAL GROUP INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
TFO Wealth Partners, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Haverford Trust Co | 6 | 6 | 0.04% | 0.08% | 0.14% | Q2 2022 | Q3 2023 | 6 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2022 | 6 |
Commonwealth Equity Services, Inc | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2017 | 6 |
BBR PARTNERS, LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q1 2022 | 6 |
Alpha Omega Wealth Management LLC | 3 | 3 | 0.01% | 0.03% | 0.05% | Q2 2019 | Q1 2022 | 6 |
MORRIS FINANCIAL CONCEPTS, INC. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
AlphaCore Capital LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 5 |
McAdam, LLC | 3 | 2 | 0.16% | 0.16% | 0.17% | Q2 2022 | Q3 2023 | 5 |
ATWOOD & PALMER INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Jefferies Group LLC | 4 | 1 | 0.00% | 0.01% | 0.04% | Q3 2019 | Q4 2020 | 5 |
Ruggie Capital Group | 4 | 1 | 0.20% | 0.74% | 1.49% | Q2 2018 | Q3 2019 | 5 |
Dynamic Advisor Solutions LLC | 4 | 1 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q1 2022 | 5 |
DEUTSCHE BANK AG\ | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2020 | 5 |
Walkner Condon Financial Advisors LLC | 5 | 5 | 0.10% | 0.11% | 0.12% | Q3 2022 | Q3 2023 | 5 |
First Heartland Consultants, Inc. | 5 | 5 | 0.01% | 0.05% | 0.08% | Q4 2020 | Q4 2021 | 5 |
LINCOLN NATIONAL CORP | 3 | 2 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q1 2023 | 5 |
Efficient Advisors, LLC | 5 | 5 | 0.13% | 0.18% | 0.22% | Q2 2015 | Q2 2016 | 5 |
APPLETON PARTNERS INC/MA | 5 | 5 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q2 2023 | 5 |
Capital Analysts, LLC | 3 | 2 | 0.00% | 0.13% | 0.22% | Q1 2021 | Q3 2022 | 5 |
Progressive Investment Management Corp | 5 | 5 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2022 | 5 |
EXANE DERIVATIVES | 5 | 5 | 0.00% | 0.28% | 0.50% | Q3 2019 | Q3 2020 | 5 |
Centennial Wealth Advisory LLC | 5 | 5 | 0.17% | 0.25% | 0.30% | Q2 2021 | Q2 2022 | 5 |
Squarepoint Ops LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 5 |
Bison Wealth, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2021 | 5 |
BESSEMER GROUP INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 5 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q1 2022 | 5 |
Strengthening Families & Communities, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.03% | 0.05% | 0.08% | Q4 2021 | Q4 2022 | 5 |
Cascadia Advisory Services, LLC | 3 | 2 | 0.31% | 0.36% | 0.39% | Q2 2020 | Q3 2021 | 5 |
Permanens Capital L.P. | 5 | 5 | 11.65% | 13.15% | 14.01% | Q4 2016 | Q4 2017 | 5 |
Inscription Capital, LLC | 5 | 5 | 0.06% | 0.10% | 0.12% | Q3 2021 | Q3 2022 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Pinnacle Family Advisors, LLC | 5 | 5 | 0.11% | 0.14% | 0.16% | Q4 2020 | Q4 2021 | 5 |
Sowa Financial Group, Inc. | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q4 2020 | 5 |
Blackhawk Capital Partners LLC. | 4 | 1 | 0.52% | 0.85% | 1.23% | Q2 2021 | Q3 2022 | 5 |
GPS Wealth Strategies Group, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2022 | 5 |
ShoreHaven Wealth Partners, LLC | 5 | 5 | 0.14% | 0.63% | 0.80% | Q1 2022 | Q1 2023 | 5 |
CFO4Life, L.P. | 4 | 1 | 1.43% | 2.32% | 4.46% | Q1 2016 | Q4 2022 | 5 |
StoneX Group Inc. | 5 | 5 | 0.08% | 0.13% | 0.20% | Q4 2020 | Q4 2021 | 5 |
Berkshire Money Management, Inc. | 5 | 5 | 0.50% | 1.26% | 1.62% | Q2 2022 | Q2 2023 | 5 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 5 | 5 | 0.00% | 0.03% | 0.15% | Q1 2022 | Q1 2023 | 5 |
Sugarloaf Wealth Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2020 | 5 |
TD Waterhouse Canada Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
HYA Advisors, Inc | 5 | 5 | 0.39% | 0.92% | 1.60% | Q2 2021 | Q2 2022 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.21% | 0.77% | 1.13% | Q3 2021 | Q3 2022 | 5 |
Belvedere Trading LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 5 |
Partnervest Advisory Services LLC | 5 | 5 | 0.10% | 0.12% | 0.14% | Q2 2018 | Q2 2019 | 5 |
VIRIDIAN RIA, LLC | 3 | 2 | 0.06% | 0.18% | 0.36% | Q4 2020 | Q1 2022 | 5 |
TrueWealth Advisors, LLC | 5 | 5 | 0.12% | 0.15% | 0.18% | Q1 2021 | Q1 2022 | 5 |
ARCH CAPITAL GROUP LTD. | 5 | 5 | 1.45% | 4.52% | 5.81% | Q4 2020 | Q4 2021 | 5 |
Golden State Equity Partners | 4 | 1 | 0.06% | 0.10% | 0.12% | Q2 2021 | Q2 2023 | 5 |
Realta Investment Advisors | 5 | 5 | 0.04% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 5 |
Confluence Wealth Services, Inc. | 4 | 1 | 0.00% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 5 |
Avalon Investment & Advisory | 5 | 5 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2020 | 5 |
Costello Asset Management, INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 5 |
Dorsey Wright & Associates | 2 | 1 | 0.62% | 1.05% | 1.89% | Q1 2017 | Q2 2021 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Faithward Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 4 |
AXXCESS WEALTH MANAGEMENT, LLC | 3 | 1 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 4 |
PROVENCE WEALTH MANAGEMENT GROUP | 3 | 1 | 0.05% | 0.93% | 1.92% | Q4 2021 | Q3 2023 | 4 |
Raleigh Capital Management Inc. | 3 | 1 | 0.00% | 0.32% | 1.02% | Q4 2021 | Q1 2023 | 4 |
FIRST NATIONAL BANK SIOUX FALLS | 4 | 4 | 0.82% | 0.85% | 0.87% | Q4 2017 | Q3 2018 | 4 |
Sanchez Wealth Management Group | 4 | 4 | 4.82% | 7.77% | 9.74% | Q4 2018 | Q3 2019 | 4 |
Bangor Savings Bank | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Cerro Pacific Wealth Advisors LLC | 4 | 4 | 2.82% | 3.55% | 4.04% | Q2 2022 | Q1 2023 | 4 |
Charter Oak Capital Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 4 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.01% | 0.11% | 0.33% | Q3 2018 | Q2 2022 | 4 |
Ensign Peak Advisors, Inc | 4 | 4 | 0.01% | 0.14% | 0.38% | Q4 2021 | Q3 2022 | 4 |
Sound Income Strategies, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
WARNER FINANCIAL, INC | 4 | 4 | 0.57% | 0.66% | 0.70% | Q4 2022 | Q3 2023 | 4 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
GEM Asset Management, LLC | 4 | 4 | 0.24% | 0.24% | 0.26% | Q4 2022 | Q3 2023 | 4 |
Stonebridge Capital Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2023 | 4 |
Lineweaver Wealth Advisors, LLC | 4 | 4 | 0.94% | 1.84% | 2.41% | Q2 2021 | Q1 2022 | 4 |
First Allied Advisory Services, Inc. | 2 | 1 | 0.00% | 0.06% | 0.13% | Q4 2017 | Q3 2020 | 4 |
CORA CAPITAL ADVISORS LLC | 4 | 4 | 0.15% | 0.16% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Perennial Investment Advisors, LLC | 4 | 4 | 0.08% | 0.09% | 0.10% | Q4 2020 | Q3 2021 | 4 |
Hexagon Capital Partners LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
HSBC HOLDINGS PLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q4 2021 | 4 |
Summit Trail Advisors, LLC | 3 | 1 | 0.09% | 0.12% | 0.14% | Q1 2020 | Q2 2022 | 4 |
Crewe Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Goldstein Advisors, LLC | 4 | 4 | 0.09% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
MAI Capital Management | 4 | 4 | 0.03% | 0.04% | 0.04% | Q2 2022 | Q1 2023 | 4 |
SII INVESTMENTS INC/WI | 4 | 4 | 0.28% | 0.32% | 0.36% | Q1 2017 | Q4 2017 | 4 |
NATIXIS | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Bedel Financial Consulting, Inc. | 4 | 4 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q1 2022 | 4 |
TCWP LLC | 4 | 4 | 0.10% | 0.52% | 1.13% | Q4 2021 | Q3 2022 | 4 |
Rehmann Capital Advisory Group | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q4 2021 | 4 |
HL FINANCIAL SERVICES LLC | 4 | 4 | 0.00% | 0.03% | 0.06% | Q2 2018 | Q1 2019 | 4 |
SIENA CAPITAL LLC | 4 | 4 | 0.09% | 0.11% | 0.14% | Q4 2021 | Q3 2022 | 4 |
DOPKINS WEALTH MANAGEMENT, LLC | 4 | 4 | 0.49% | 0.53% | 0.63% | Q4 2021 | Q3 2022 | 4 |
BMS Financial Advisors, LLC | 3 | 1 | 0.87% | 1.61% | 1.87% | Q4 2021 | Q4 2022 | 4 |
Lindbrook Capital, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 4 |
RDA Financial Network | 4 | 4 | 0.12% | 0.17% | 0.22% | Q2 2020 | Q1 2021 | 4 |
VisionPoint Advisory Group, LLC | 3 | 1 | 0.00% | 0.09% | 0.14% | Q2 2020 | Q3 2023 | 4 |
Horizon Investments, LLC | 4 | 4 | 0.23% | 0.31% | 0.45% | Q1 2021 | Q4 2021 | 4 |
Kalos Management, Inc. | 4 | 4 | 0.07% | 0.08% | 0.10% | Q1 2021 | Q4 2021 | 4 |
BBJS FINANCIAL ADVISORS, LLC | 4 | 4 | 2.19% | 2.55% | 3.12% | Q4 2022 | Q3 2023 | 4 |
Capital One Investing, Inc. | 4 | 4 | 1.46% | 1.51% | 1.58% | Q4 2018 | Q3 2019 | 4 |
HOWARD FINANCIAL SERVICES, LTD. | 4 | 4 | 0.22% | 0.23% | 0.23% | Q1 2019 | Q4 2019 | 4 |
Quantitative Advantage, LLC | 3 | 1 | 6.81% | 7.23% | 8.07% | Q4 2017 | Q4 2019 | 4 |
PINNACLE FINANCIAL PARTNERS INC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 4 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 3 | 1 | 0.14% | 0.18% | 0.21% | Q1 2019 | Q1 2020 | 4 |
New Republic Capital, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
VitalStone Financial, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
KARLINSKI ANDREW C | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2022 | 4 |
Fortis Capital Management LLC | 4 | 4 | 0.20% | 0.24% | 0.28% | Q4 2022 | Q3 2023 | 4 |
SILVER OAK SECURITIES, INCORPORATED | 3 | 1 | 0.00% | 0.03% | 0.05% | Q3 2022 | Q3 2023 | 4 |
CULLEN/FROST BANKERS, INC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2023 | 4 |
Missouri Trust & Investment Co | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Schrum Private Wealth Management LLC | 4 | 4 | 0.22% | 0.24% | 0.27% | Q4 2022 | Q3 2023 | 4 |
SIMPLEX TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 4 |
Koshinski Asset Management, Inc. | 3 | 1 | 0.00% | 0.02% | 0.05% | Q1 2021 | Q1 2022 | 4 |
CNB Bank | 4 | 4 | 0.02% | 0.04% | 0.04% | Q1 2019 | Q4 2019 | 4 |
Migdal Insurance & Financial Holdings Ltd. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 4 |
Huber Financial Advisors, LLC | 4 | 4 | 0.37% | 1.31% | 2.64% | Q2 2019 | Q1 2020 | 4 |
Straight Path Wealth Management | 4 | 4 | 0.86% | 1.36% | 1.67% | Q4 2021 | Q3 2022 | 4 |
Lantz Financial LLC | 4 | 4 | 0.22% | 0.33% | 0.40% | Q2 2021 | Q1 2022 | 4 |
Global Strategic Investment Solutions, LLC | 4 | 4 | 0.01% | 0.03% | 0.04% | Q2 2021 | Q1 2022 | 4 |
Johnson Financial Group, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
Global Wealth Strategies & Associates | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q4 2023 | 4 |
FOUNDERS FINANCIAL SECURITIES LLC | 4 | 4 | 1.51% | 1.69% | 1.83% | Q1 2021 | Q4 2021 | 4 |
McIlrath & Eck, LLC | 4 | 4 | 0.00% | 0.04% | 0.14% | Q2 2022 | Q1 2023 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.12% | 0.37% | 0.92% | Q4 2022 | Q3 2023 | 4 |
Oxinas Partners Wealth Management LLC | 4 | 4 | 0.49% | 0.50% | 0.54% | Q4 2020 | Q3 2021 | 4 |
CSS LLC/IL | 4 | 4 | 0.08% | 0.18% | 0.28% | Q1 2021 | Q4 2021 | 4 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2023 | 4 |
Arlington Partners LLC | 4 | 4 | 0.00% | 0.29% | 0.90% | Q4 2022 | Q3 2023 | 4 |
ExodusPoint Capital Management, LP | 2 | 1 | 0.00% | 0.08% | 0.21% | Q3 2019 | Q4 2021 | 4 |
WINTRUST INVESTMENTS LLC | 4 | 4 | 0.02% | 0.33% | 0.71% | Q3 2020 | Q2 2021 | 4 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Cassady Schiller Wealth Management, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
INSIGNEO ADVISORY SERVICES, LLC | 4 | 4 | 0.52% | 0.74% | 1.04% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.19% | 0.39% | 0.67% | Q4 2022 | Q3 2023 | 4 |
Spruce Investment Advisors LLC | 4 | 4 | 1.93% | 3.92% | 4.86% | Q1 2017 | Q4 2017 | 4 |
MUFG Americas Holdings Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q4 2018 | 3 |
3D/L Capital Management, LLC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q2 2021 | Q4 2021 | 3 |
Ironwood Financial, llc | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2021 | 3 |
Latitude Advisors, LLC | 3 | 3 | 0.07% | 0.09% | 0.12% | Q3 2021 | Q1 2022 | 3 |
Invesco Ltd. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2020 | 3 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 3 | 3 | 0.57% | 0.58% | 0.59% | Q2 2020 | Q4 2020 | 3 |
Apeiron RIA LLC | 2 | 1 | 0.08% | 0.48% | 1.03% | Q4 2021 | Q4 2022 | 3 |
Colonial Trust Co / SC | 3 | 3 | 0.16% | 0.17% | 0.18% | Q3 2022 | Q1 2023 | 3 |
BOOTHBAY FUND MANAGEMENT, LLC | 3 | 3 | 0.04% | 0.10% | 0.18% | Q3 2019 | Q1 2020 | 3 |
Cedar Brook Financial Partners, LLC | 1 | 1 | 0.07% | 0.08% | 0.09% | Q4 2019 | Q4 2022 | 3 |
Community Bank, N.A. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 3 |
Eudaimonia Partners, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q1 2021 | 3 |
PEDDOCK CAPITAL ADVISORS, LLC | 3 | 3 | 0.19% | 0.27% | 0.35% | Q1 2023 | Q3 2023 | 3 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
JNBA Financial Advisors | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
North Star Investment Management Corp. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2022 | 3 |
TRUST CO OF VERMONT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
HCR Wealth Advisors | 1 | 1 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q4 2021 | 3 |
Kozak & Associates, Inc. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q2 2022 | 3 |
SAXON INTERESTS, INC. | 2 | 1 | 0.45% | 1.26% | 2.40% | Q4 2021 | Q1 2023 | 3 |
Cordasco Financial Network | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2020 | 3 |
TOWNSQUARE CAPITAL LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 3 |
SUTTON PLACE INVESTORS LLC | 3 | 3 | 0.33% | 0.58% | 0.90% | Q4 2021 | Q2 2022 | 3 |
Transamerica Financial Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Financial Gravity Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
FourThought Financial, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Scissortail Wealth Management, LLC | 1 | 1 | 0.89% | 1.95% | 2.48% | Q4 2021 | Q1 2023 | 3 |
SEI INVESTMENTS CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 3 |
CFM WEALTH PARTNERS LLC | 3 | 3 | 0.10% | 0.13% | 0.17% | Q4 2019 | Q2 2020 | 3 |
NATIXIS ADVISORS, L.P. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
JB Capital LLC | 3 | 3 | 1.12% | 2.23% | 3.32% | Q3 2021 | Q1 2022 | 3 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 2 | 1 | 0.05% | 0.07% | 0.08% | Q1 2021 | Q4 2021 | 3 |
PagnatoKarp Partners LLC | 3 | 3 | 0.59% | 1.55% | 2.16% | Q3 2019 | Q1 2020 | 3 |
Claret Asset Management Corp | 2 | 1 | 0.04% | 0.06% | 0.06% | Q2 2018 | Q1 2019 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.03% | 0.06% | 0.12% | Q4 2017 | Q4 2018 | 3 |
ANGELES WEALTH MANAGEMENT, LLC | 3 | 3 | 0.03% | 0.07% | 0.11% | Q1 2022 | Q3 2022 | 3 |
ALLIANCEBERNSTEIN L.P. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 3 |
Mach-1 Financial Group, LLC | 2 | 1 | 0.01% | 0.03% | 0.07% | Q2 2022 | Q1 2023 | 3 |
TBH Global Asset Management, LLC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Renaissance Technologies | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
ASPIRIANT, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2019 | Q3 2019 | 3 |
Family Asset Management, LLC | 3 | 3 | 0.07% | 0.08% | 0.10% | Q1 2023 | Q3 2023 | 3 |
ACG Wealth | 3 | 3 | 0.06% | 0.08% | 0.09% | Q1 2022 | Q3 2022 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.31% | 0.35% | 0.39% | Q3 2018 | Q1 2019 | 3 |
TrinityPoint Wealth, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q1 2022 | 3 |
HARBOR INVESTMENT ADVISORY, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Minot Wealth Management LLC | 3 | 3 | 0.04% | 0.08% | 0.13% | Q4 2021 | Q2 2022 | 3 |
WESTERN FINANCIAL Corp | 3 | 3 | 0.15% | 0.16% | 0.18% | Q2 2021 | Q4 2021 | 3 |
Addison Advisors LLC | 3 | 3 | 0.58% | 2.18% | 3.01% | Q1 2023 | Q3 2023 | 3 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.06% | 0.16% | Q1 2017 | Q4 2020 | 3 |
CHOREO, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Frontier Asset Management, LLC | 2 | 1 | 0.05% | 0.35% | 0.51% | Q4 2021 | Q4 2022 | 3 |
HM PAYSON & CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 3 |
CUE ADVISORY SERVICES, INC. | 3 | 3 | 0.14% | 0.17% | 0.20% | Q1 2018 | Q3 2018 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Waterloo Capital, L.P. | 3 | 3 | 0.11% | 0.11% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Quantbot Technologies LP | 2 | 1 | 0.00% | 0.03% | 0.06% | Q3 2019 | Q2 2022 | 3 |
EATON VANCE MANAGEMENT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Marcum Wealth, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q2 2022 | 3 |
HOHIMER WEALTH MANAGEMENT, LLC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q4 2021 | Q2 2022 | 3 |
M&R CAPITAL MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Plante Moran Financial Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 3 |
Crow Point Partners, LLC | 2 | 1 | 0.10% | 0.27% | 0.53% | Q4 2017 | Q4 2019 | 3 |
Red Door Wealth Management, LLC | 3 | 3 | 0.22% | 0.23% | 0.25% | Q2 2021 | Q4 2021 | 3 |
Hills Bank & Trust Co | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
VICUS CAPITAL | 2 | 1 | 0.06% | 0.16% | 0.26% | Q4 2018 | Q2 2020 | 3 |
S.C. Financial Services, Inc. | 3 | 3 | 0.34% | 0.66% | 1.06% | Q4 2021 | Q2 2022 | 3 |
BlackRock Investment Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q4 2016 | 3 |
Smart Money Group LLC | 2 | 2 | 0.88% | 0.89% | 0.91% | Q2 2020 | Q3 2020 | 2 |
ERTS Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Crown Wealth Group, LLC | 2 | 2 | 1.04% | 1.69% | 2.34% | Q4 2021 | Q1 2022 | 2 |
HAZLETT, BURT & WATSON, INC. | 2 | 2 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q4 2022 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
SMITH, MOORE & CO. | 2 | 2 | 0.24% | 0.30% | 0.35% | Q1 2021 | Q2 2021 | 2 |
Alpine Global Management, LLC | 1 | 1 | 0.09% | 0.23% | 0.36% | Q4 2016 | Q4 2017 | 2 |
LifePlan Financial Group, Inc | 2 | 2 | 1.02% | 1.04% | 1.05% | Q2 2020 | Q3 2020 | 2 |
QUEST CAPITAL MANAGEMENT INC /ADV | 2 | 2 | 0.06% | 0.16% | 0.27% | Q3 2021 | Q4 2021 | 2 |
Alpha DNA Investment Management LLC | 2 | 2 | 0.07% | 0.09% | 0.11% | Q4 2020 | Q1 2021 | 2 |
SMITH SHELLNUT WILSON LLC /ADV | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Strategic Financial Concepts, LLC | 2 | 2 | 0.09% | 0.10% | 0.11% | Q1 2023 | Q2 2023 | 2 |
Edge Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q2 2018 | 2 |
Strategic Equity Management | 2 | 2 | 2.70% | 2.74% | 2.77% | Q2 2021 | Q3 2021 | 2 |
Consolidated Planning Corp | 2 | 2 | 0.11% | 0.39% | 0.67% | Q2 2023 | Q3 2023 | 2 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.11% | 0.19% | Q1 2019 | Q4 2019 | 2 |
Neuberger Berman Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Keystone Financial Services | 2 | 2 | 1.58% | 2.44% | 3.30% | Q4 2021 | Q1 2022 | 2 |
Activest Wealth Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2 | 2 | 0.16% | 0.24% | 0.32% | Q3 2019 | Q4 2019 | 2 |
Axim Planning & Wealth | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Accel Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Vontobel Holding Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Visionary Asset Management, Inc. | 2 | 2 | 0.12% | 0.12% | 0.13% | Q3 2018 | Q4 2018 | 2 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 2 |
BROWN ADVISORY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 2 |
Angeles Investment Advisors, LLC | 1 | 1 | 0.03% | 3.88% | 7.73% | Q1 2022 | Q1 2023 | 2 |
BANK OF NOVA SCOTIA | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.03% | 0.07% | 0.10% | Q1 2023 | Q3 2023 | 2 |
NATIONAL PLANNING CORP | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q3 2016 | 2 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q3 2021 | Q4 2021 | 2 |
TILIA FIDUCIARY PARTNERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 2 |
Roble, Belko & Company, Inc | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Arkos Global Advisors | 2 | 2 | 0.07% | 0.07% | 0.08% | Q1 2021 | Q2 2021 | 2 |
MARIPAU WEALTH MANAGEMENT LLC | 2 | 2 | 0.86% | 0.87% | 0.88% | Q4 2021 | Q1 2022 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 2 |
Timber Hill LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
WEALTH MANAGEMENT RESOURCES, INC. | 2 | 2 | 0.14% | 0.14% | 0.15% | Q4 2021 | Q1 2022 | 2 |
Sovereign Financial Group, Inc. | 2 | 2 | 0.08% | 0.12% | 0.16% | Q4 2021 | Q1 2022 | 2 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.16% | 0.17% | 0.18% | Q3 2016 | Q4 2016 | 2 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 2 | 2 | 0.12% | 0.13% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Sequoia Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Jacobi Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 2 |
Arrow Investment Advisors, LLC | 2 | 2 | 5.40% | 5.42% | 5.45% | Q4 2017 | Q1 2018 | 2 |
ENZI WEALTH | 2 | 2 | 0.13% | 0.13% | 0.14% | Q3 2022 | Q4 2022 | 2 |
Glass Jacobson Investment Advisors llc | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 2 |
Better Money Decisions, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2022 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.18% | 0.18% | 0.18% | Q3 2022 | Q4 2022 | 2 |
ETRADE Capital Management LLC | 2 | 2 | 0.80% | 0.89% | 0.99% | Q2 2020 | Q3 2020 | 2 |
Kessler Investment Group, LLC | 1 | 1 | 0.01% | 0.04% | 0.06% | Q2 2018 | Q1 2021 | 2 |
Castle Rock Wealth Management, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q2 2021 | 2 |
Iron Horse Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
USAdvisors Wealth Management, LLC | 2 | 2 | 0.24% | 1.73% | 3.22% | Q1 2021 | Q2 2021 | 2 |
Stephens Consulting, LLC | 2 | 2 | 0.04% | 0.16% | 0.29% | Q2 2022 | Q3 2022 | 2 |
FNY Investment Advisers, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 2 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 2 |
Towercrest Capital Management | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2020 | Q3 2020 | 2 |
Alliance Wealth Management Group | 2 | 2 | 0.18% | 0.18% | 0.18% | Q2 2020 | Q3 2020 | 2 |
Prospera Financial Services Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Moors & Cabot, Inc. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
IAG Wealth Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Optiver Holding B.V. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Eagle Bay Advisors LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
Leelyn Smith, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Oxler Private Wealth LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Epstein & White Financial LLC | 1 | 1 | 0.06% | 1.30% | 2.54% | Q4 2019 | Q2 2021 | 2 |
Oakworth Capital, Inc. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 2 |
Curi Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
COMERICA BANK | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 2 |
Teamwork Financial Advisors, LLC | 2 | 2 | 0.04% | 0.06% | 0.07% | Q4 2021 | Q1 2022 | 2 |
Lunt Capital Management, Inc. | 2 | 2 | 0.16% | 0.17% | 0.17% | Q2 2023 | Q3 2023 | 2 |
PRW Wealth Management LLC | 2 | 2 | 0.44% | 0.44% | 0.44% | Q4 2018 | Q1 2019 | 2 |
LGT Financial Advisors LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Choate Investment Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
GeoWealth Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Scarborough Advisors, LLC | 2 | 2 | 0.10% | 1.33% | 2.56% | Q4 2021 | Q1 2022 | 2 |
Advisory Alpha, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q2 2023 | 2 |
Certus Wealth Management, LLC | 2 | 2 | 0.59% | 0.89% | 1.19% | Q2 2023 | Q3 2023 | 2 |
JD Financial Services Inc. | 2 | 2 | 0.26% | 0.28% | 0.30% | Q4 2020 | Q1 2021 | 2 |
Tuttle Capital Management, LLC | 2 | 2 | 0.25% | 1.24% | 2.24% | Q3 2020 | Q4 2020 | 2 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Capital Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
ZEKE CAPITAL ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
BKA Wealth Consulting, Inc. | 1 | 1 | 5.28% | 5.28% | 5.28% | Q1 2022 | Q1 2022 | 1 |
Rollins Financial | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Brown Miller Wealth Management, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2021 | Q2 2021 | 1 |
KINGS POINT CAPITAL MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
RMR Wealth Builders | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 1.67% | 1.67% | 1.67% | Q4 2019 | Q4 2019 | 1 |
COMERICA SECURITIES INC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2018 | Q4 2018 | 1 |
RIVERSEDGE ADVISORS, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2022 | Q3 2022 | 1 |
Graypoint LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
New England Private Wealth Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Counsel Portfolio Services Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2016 | Q1 2016 | 1 |
Kabarec Financial Advisors, Ltd. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2018 | Q2 2018 | 1 |
Moss Adams Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Private Advisory Group LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2017 | Q4 2017 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 0.82% | 0.82% | 0.82% | Q1 2021 | Q1 2021 | 1 |
Truepoint, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
RWA WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Bristlecone Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Tennessee Valley Asset Management Partners | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2021 | Q3 2021 | 1 |
Bryn Mawr Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
RATIONAL ADVISORS LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
Clifford Group, LLC | 1 | 1 | 0.69% | 0.69% | 0.69% | Q4 2022 | Q4 2022 | 1 |
Kiwi Wealth Investments Limited Partnership | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Castleview Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
TimeScale Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2021 | Q4 2021 | 1 |
MBM Wealth Consultants, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Q3 Asset Management | 1 | 1 | 3.32% | 3.32% | 3.32% | Q1 2021 | Q1 2021 | 1 |
Mill Creek Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
OKABENA INVESTMENT SERVICES INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
BW Gestao de Investimentos Ltda. | 1 | 1 | 2.85% | 2.85% | 2.85% | Q2 2019 | Q2 2019 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Global Trust Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Retireful, LLC | 1 | 1 | 7.79% | 7.79% | 7.79% | Q1 2022 | Q1 2022 | 1 |
Pinnacle Private Wealth, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2022 | Q2 2022 | 1 |
STUDIO INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Blueprint Investment Partners LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
ARMSTRONG ADVISORY GROUP, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Halpern Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Homrich & Berg | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Aveo Capital Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Northstar Advisory Group, LLC | 1 | 1 | 3.41% | 3.41% | 3.41% | Q3 2021 | Q3 2021 | 1 |
BALDWIN BROTHERS LLC/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Tibra Equities Europe Ltd | 1 | 1 | 3.83% | 3.83% | 3.83% | Q4 2020 | Q4 2020 | 1 |
DAVENPORT & Co LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TWO SIGMA ADVISERS, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Capital CS Group, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2021 | Q4 2021 | 1 |
SFMG, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
Soltis Investment Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Dynasty Wealth Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2018 | Q1 2018 | 1 |
FINANCIAL LIFE ADVISORS | 1 | 1 | 0.94% | 0.94% | 0.94% | Q4 2022 | Q4 2022 | 1 |
Claybrook Capital, LLC | 1 | 1 | 7.98% | 7.98% | 7.98% | Q4 2018 | Q4 2018 | 1 |
GSG Advisors LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
BBVA USA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Royal Harbor Partners, LLC | 1 | 1 | 4.26% | 4.26% | 4.26% | Q1 2022 | Q1 2022 | 1 |
WealthTrust Fairport, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Dentgroup LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2021 | Q4 2021 | 1 |
Lenox Wealth Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
WealthPlan Investment Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
ADE, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
1900 WEALTH MANAGEMENT LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
CCG WEALTH MANAGEMENT, LLC | 1 | 1 | 0.93% | 0.93% | 0.93% | Q3 2021 | Q3 2021 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
America First Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Laurel Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Morton Brown Family Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
INVESTMENT CENTERS OF AMERICA INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
Lansing Street Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
CITY HOLDING CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Stewardship Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Tevis Investment Management | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
Ashburton (Jersey) Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Park Place Capital Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
AlphaStar Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
West Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
MANAGED ACCOUNT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Yarbrough Capital, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
CABANA LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Intergy Private Wealth, LLC | 1 | 1 | 1.22% | 1.22% | 1.22% | Q4 2021 | Q4 2021 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Litman Gregory Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
CAROLINAS WEALTH CONSULTING LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Keel Point, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
EFG CAPITAL INTERNATIONAL CORP. | 1 | 1 | 0.88% | 0.88% | 0.88% | Q2 2023 | Q2 2023 | 1 |
Shore Point Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Symphony Financial, Ltd. Co. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
MERITAGE PORTFOLIO MANAGEMENT | 1 | 1 | 0.48% | 0.48% | 0.48% | Q4 2021 | Q4 2021 | 1 |
LAZARD ASSET MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q1 2016 | 1 |
GHP Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | 1 | 1 | 1.02% | 1.02% | 1.02% | Q2 2021 | Q2 2021 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Virtu KCG Holdings LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
Lutz Financial Services LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2018 | Q3 2018 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2022 | Q2 2022 | 1 |
Paloma Partners Management Co | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2020 | Q2 2020 | 1 |
Advocacy Wealth Management Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
WASHINGTON TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
HAP Trading, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
WJ Interests, LLC | 1 | 1 | 4.06% | 4.06% | 4.06% | Q2 2022 | Q2 2022 | 1 |
Banco Santander, S.A. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Procyon Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Arcus Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
QUADRANT CAPITAL GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Sage Capital Advisors,llc | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2020 | Q1 2020 | 1 |
GABLES CAPITAL MANAGEMENT INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Column Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
ORSER CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2017 | Q4 2017 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
HBW ADVISORY SERVICES LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2021 | Q1 2021 | 1 |
Clean Yield Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
BerganKDV Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Carnegie Capital Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Larson Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Operose Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Single Point Partners, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q2 2023 | Q2 2023 | 1 |
Crestwood Advisors Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
DRW Securities, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
CORRADO ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
B. Riley Financial, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2017 | Q4 2017 | 1 |
Lake Point Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
SYNTAX RESEARCH, INC. | 1 | 1 | 5.74% | 5.74% | 5.74% | Q3 2023 | Q3 2023 | 1 |
Connecticut Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Seaside Wealth Management, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2022 | Q2 2022 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Fortitude Advisory Group L.L.C. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
J Arnold Wealth Management Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Synergy Asset Management, LLC | 1 | 1 | 0.71% | 0.71% | 0.71% | Q1 2021 | Q1 2021 | 1 |
CX Institutional | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q4 2022 | 1 |
GUGGENHEIM CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Fiera Capital Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
GTS SECURITIES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Arlington Trust Co LLC | 1 | 1 | 0.90% | 0.90% | 0.90% | Q3 2023 | Q3 2023 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2022 | Q2 2022 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
FIRST TRUST ADVISORS LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Certified Advisory Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
EVERMAY WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
F3Logic, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
Stratos Investment Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2021 | Q3 2021 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2022 | Q2 2022 | 1 |
Investment Research & Advisory Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Dakota Wealth Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.