Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
UBS Group AG | 15 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 23 |
JANE STREET GROUP, LLC | 10 | 3 | 0.00% | 0.01% | 0.05% | Q3 2017 | Q3 2023 | 22 |
BANK OF AMERICA CORP /DE/ | 19 | 3 | 0.00% | 0.01% | 0.05% | Q3 2017 | Q3 2023 | 22 |
Citadel Advisors | 11 | 3 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 21 |
WELLS FARGO & COMPANY/MN | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
Creative Planning | 17 | 17 | 0.00% | 0.01% | 0.04% | Q3 2019 | Q3 2023 | 17 |
MORGAN STANLEY | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
ROYAL BANK OF CANADA | 15 | 15 | 0.00% | 0.00% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Versant Capital Management, Inc | 15 | 15 | 0.47% | 0.57% | 0.70% | Q2 2020 | Q4 2023 | 15 |
BRIGHTON JONES LLC | 15 | 15 | 0.05% | 0.18% | 0.22% | Q1 2020 | Q3 2023 | 15 |
Valeo Financial Advisors, LLC | 14 | 14 | 0.00% | 0.12% | 0.29% | Q2 2020 | Q3 2023 | 14 |
Chicago Partners Investment Group LLC | 14 | 14 | 0.02% | 0.06% | 0.50% | Q2 2020 | Q3 2023 | 14 |
COMMONWEALTH EQUITY SERVICES, LLC | 14 | 14 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
HighTower Advisors, LLC | 14 | 14 | 0.00% | 0.06% | 0.11% | Q2 2020 | Q3 2023 | 14 |
LPL Financial LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
OSAIC HOLDINGS, INC. | 14 | 14 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Cedar Wealth Management, LLC | 14 | 14 | 0.01% | 0.60% | 0.95% | Q2 2020 | Q3 2023 | 14 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 13 | 13 | 0.04% | 0.05% | 0.07% | Q3 2020 | Q3 2023 | 13 |
JPMORGAN CHASE & CO | 7 | 6 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 13 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 13 | 13 | 0.02% | 0.04% | 0.07% | Q3 2020 | Q3 2023 | 13 |
Janney Montgomery Scott LLC | 13 | 13 | 0.00% | 0.05% | 0.12% | Q3 2020 | Q3 2023 | 13 |
Financial Advocates Investment Management | 12 | 12 | 0.02% | 0.34% | 0.46% | Q2 2020 | Q1 2023 | 12 |
Full Sail Capital, LLC | 12 | 12 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Raymond James Financial Services Advisors, Inc. | 12 | 12 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q3 2023 | 12 |
PNC FINANCIAL SERVICES GROUP, INC. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
NewEdge Advisors, LLC | 12 | 12 | 0.01% | 0.04% | 0.12% | Q4 2020 | Q3 2023 | 12 |
BANK OF MONTREAL /CAN/ | 10 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 12 |
InterOcean Capital Group, LLC | 12 | 12 | 0.28% | 0.32% | 0.44% | Q4 2020 | Q3 2023 | 12 |
Foster Group, Inc. | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Baystate Wealth Management LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
WHITTIER TRUST CO | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
FMR LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 12 |
TimeScale Financial, Inc. | 12 | 12 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q2 2023 | 12 |
WOLFF WIESE MAGANA LLC | 11 | 11 | 0.01% | 0.05% | 0.08% | Q1 2021 | Q3 2023 | 11 |
TRANSCEND CAPITAL ADVISORS, LLC | 11 | 11 | 0.12% | 0.15% | 0.22% | Q1 2021 | Q3 2023 | 11 |
First Bank & Trust | 11 | 11 | 0.33% | 0.45% | 0.66% | Q1 2021 | Q3 2023 | 11 |
SIGNATUREFD, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
IFP Advisors, Inc | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
RAYMOND JAMES & ASSOCIATES | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
McIlrath & Eck, LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
CAPTRUST FINANCIAL ADVISORS | 11 | 11 | 0.01% | 0.07% | 0.18% | Q1 2021 | Q3 2023 | 11 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 11 | 11 | 0.00% | 0.00% | 0.02% | Q1 2021 | Q3 2023 | 11 |
J.P. Morgan Private Wealth Advisors LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Richard Bernstein Advisors LLC | 11 | 11 | 1.23% | 1.66% | 3.74% | Q1 2021 | Q3 2023 | 11 |
STIFEL FINANCIAL CORP | 11 | 11 | 0.00% | 0.02% | 0.05% | Q1 2021 | Q3 2023 | 11 |
ENVESTNET ASSET MANAGEMENT INC | 11 | 11 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Rockefeller Capital Management L.P. | 11 | 11 | 0.00% | 0.02% | 0.05% | Q1 2021 | Q3 2023 | 11 |
Asset Dedication, LLC | 10 | 1 | 0.01% | 0.04% | 0.08% | Q4 2020 | Q3 2023 | 11 |
SVB WEALTH LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
BlackRock Inc. | 6 | 2 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 11 |
Heartwood Wealth Advisors LLC | 11 | 11 | 0.04% | 0.05% | 0.07% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
AMERIPRISE FINANCIAL INC | 11 | 11 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Savant Capital, LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
MML INVESTORS SERVICES, LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
RiverFront Investment Group, LLC | 10 | 10 | 0.02% | 0.45% | 0.78% | Q2 2021 | Q3 2023 | 10 |
MASSMUTUAL TRUST CO FSB/ADV | 10 | 10 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q4 2023 | 10 |
Belpointe Asset Management LLC | 10 | 10 | 0.01% | 0.04% | 0.08% | Q2 2021 | Q3 2023 | 10 |
Aveo Capital Partners, LLC | 6 | 4 | 0.04% | 0.06% | 0.08% | Q1 2021 | Q3 2023 | 10 |
CENTRAL TRUST Co | 10 | 10 | 0.02% | 1.08% | 1.92% | Q2 2021 | Q3 2023 | 10 |
Venturi Wealth Management, LLC | 6 | 4 | 0.01% | 0.11% | 0.85% | Q1 2021 | Q3 2023 | 10 |
Cambridge Investment Research Advisors, Inc. | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Pure Financial Advisors, LLC | 8 | 2 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q4 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.10% | 0.95% | Q1 2021 | Q3 2023 | 10 |
LINCOLN NATIONAL CORP | 10 | 10 | 0.01% | 0.04% | 0.08% | Q2 2021 | Q3 2023 | 10 |
Private Advisor Group, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 10 |
Citizens Business Bank | 9 | 9 | 1.40% | 2.32% | 3.52% | Q3 2021 | Q3 2023 | 9 |
Montecito Bank & Trust | 9 | 9 | 0.17% | 0.61% | 0.94% | Q4 2021 | Q4 2023 | 9 |
Main Management LLC | 9 | 9 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q3 2022 | 9 |
Koshinski Asset Management, Inc. | 9 | 9 | 0.00% | 0.04% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Stelac Advisory Services LLC | 9 | 9 | 0.06% | 1.36% | 2.03% | Q3 2021 | Q3 2023 | 9 |
TrinityPoint Wealth, LLC | 9 | 9 | 0.04% | 0.10% | 0.14% | Q3 2021 | Q3 2023 | 9 |
LEUTHOLD GROUP, LLC | 9 | 9 | 0.03% | 0.18% | 0.26% | Q3 2021 | Q3 2023 | 9 |
Resource Planning Group | 9 | 9 | 0.53% | 3.17% | 5.38% | Q3 2021 | Q3 2023 | 9 |
CITIGROUP INC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Delos Wealth Advisors, LLC | 9 | 9 | 0.00% | 0.02% | 0.08% | Q3 2021 | Q3 2023 | 9 |
Asset Allocation & Management Company, LLC | 9 | 9 | 0.15% | 0.18% | 0.27% | Q3 2021 | Q3 2023 | 9 |
AlphaCore Capital LLC | 9 | 9 | 1.90% | 3.48% | 5.43% | Q3 2021 | Q3 2023 | 9 |
PRUDENTIAL PLC | 9 | 9 | 0.01% | 0.06% | 0.22% | Q3 2021 | Q3 2023 | 9 |
Laurel Wealth Planning LLC | 9 | 9 | 0.63% | 1.30% | 2.73% | Q3 2021 | Q3 2023 | 9 |
Vestmark Advisory Solutions, Inc. | 9 | 9 | 0.02% | 0.03% | 0.05% | Q2 2021 | Q2 2023 | 9 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 9 | 9 | 0.02% | 0.08% | 0.20% | Q3 2021 | Q3 2023 | 9 |
PARSONS CAPITAL MANAGEMENT INC/RI | 9 | 9 | 0.02% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 9 |
OPPENHEIMER ASSET MANAGEMENT INC. | 9 | 9 | 0.40% | 0.44% | 0.57% | Q3 2021 | Q3 2023 | 9 |
OLD MISSION CAPITAL LLC | 8 | 1 | 0.04% | 0.39% | 1.14% | Q1 2021 | Q3 2023 | 9 |
Aletheian Wealth Advisors LLC | 9 | 9 | 0.27% | 0.33% | 0.40% | Q4 2021 | Q4 2023 | 9 |
Campion Asset Management | 9 | 9 | 0.39% | 0.53% | 0.63% | Q3 2021 | Q3 2023 | 9 |
American Investment Services, Inc. | 5 | 4 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q3 2023 | 9 |
Columbia Trust Co 01012016 | 9 | 9 | 0.77% | 2.29% | 2.97% | Q3 2021 | Q3 2023 | 9 |
Baird Financial Group, Inc. | 9 | 9 | 0.01% | 0.04% | 0.08% | Q3 2021 | Q3 2023 | 9 |
Cetera Advisor Networks LLC | 9 | 9 | 0.00% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Clal Insurance Enterprises Holdings Ltd | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
NORTHERN TRUST CORP | 9 | 9 | 0.00% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 9 |
McKinley Carter Wealth Services, Inc. | 9 | 9 | 1.39% | 1.60% | 1.77% | Q3 2021 | Q3 2023 | 9 |
M&T BANK CORP | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
AVANTAX ADVISORY SERVICES, INC. | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Brand Asset Management Group, Inc. | 9 | 9 | 0.02% | 0.09% | 0.13% | Q2 2020 | Q2 2022 | 9 |
Clear Harbor Asset Management, LLC | 9 | 9 | 0.01% | 0.07% | 0.08% | Q3 2021 | Q3 2023 | 9 |
Bogart Wealth, LLC | 9 | 9 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Russell Investments Group, Ltd. | 9 | 9 | 0.19% | 0.24% | 0.29% | Q3 2021 | Q3 2023 | 9 |
VisionPoint Advisory Group, LLC | 8 | 8 | 0.50% | 0.88% | 1.27% | Q3 2021 | Q2 2023 | 8 |
Bank of New York Mellon Corp | 8 | 8 | 0.00% | 0.02% | 0.06% | Q4 2021 | Q3 2023 | 8 |
D.A. DAVIDSON & CO. | 8 | 8 | 0.00% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
LAKE STREET PRIVATE WEALTH, LLC | 8 | 8 | 0.56% | 0.84% | 1.34% | Q4 2021 | Q3 2023 | 8 |
Cerity Partners LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Biltmore Family Office, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
NOTTINGHAM ADVISORS, INC. | 8 | 8 | 0.71% | 0.79% | 0.82% | Q4 2021 | Q3 2023 | 8 |
HANCOCK WHITNEY CORP | 8 | 8 | 0.06% | 0.38% | 0.63% | Q4 2021 | Q3 2023 | 8 |
Tarbox Family Office, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2022 | 8 |
Strategic Blueprint, LLC | 8 | 8 | 0.06% | 0.16% | 0.30% | Q4 2021 | Q3 2023 | 8 |
SHELTON WEALTH MANAGEMENT, LLC | 8 | 8 | 0.88% | 3.00% | 4.36% | Q4 2021 | Q3 2023 | 8 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 7 | 1 | 0.00% | 0.14% | 0.78% | Q2 2021 | Q3 2023 | 8 |
DF DENT & CO INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Marcum Wealth, LLC | 8 | 8 | 0.02% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Source Financial Advisors LLC | 8 | 8 | 0.10% | 0.24% | 0.34% | Q4 2021 | Q3 2023 | 8 |
CIBC WORLD MARKET INC. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Telos Capital Management, Inc. | 8 | 8 | 0.07% | 0.10% | 0.12% | Q4 2021 | Q3 2023 | 8 |
FLOW TRADERS U.S. LLC | 6 | 2 | 0.12% | 0.90% | 2.30% | Q1 2021 | Q1 2023 | 8 |
GOLDMAN SACHS GROUP INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Client First Capital LLC | 8 | 8 | 0.52% | 1.40% | 2.59% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
BROWN ADVISORY INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Keudell/Morrison Wealth Management | 8 | 8 | 0.16% | 0.32% | 0.60% | Q4 2021 | Q3 2023 | 8 |
VALLEY NATIONAL ADVISERS INC | 8 | 8 | 0.01% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Community Bank, N.A. | 8 | 8 | 0.09% | 0.22% | 0.27% | Q4 2021 | Q3 2023 | 8 |
Apella Capital, LLC | 5 | 3 | 0.04% | 0.05% | 0.08% | Q4 2021 | Q4 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.08% | 0.14% | 0.24% | Q4 2021 | Q3 2023 | 8 |
AdvisorNet Financial, Inc | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
Advisory Services Network, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 8 |
TRUIST FINANCIAL CORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Cutter & CO Brokerage, Inc. | 8 | 8 | 0.13% | 0.17% | 0.19% | Q4 2021 | Q3 2023 | 8 |
MERCER GLOBAL ADVISORS INC /ADV | 8 | 8 | 0.00% | 0.00% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Aspire Private Capital, LLC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 8 |
Kestra Advisory Services, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Global Endowment Management, LP | 8 | 8 | 0.07% | 0.16% | 0.34% | Q1 2021 | Q4 2022 | 8 |
Sigma Planning Corp | 7 | 1 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 8 |
WT Wealth Management | 8 | 8 | 0.62% | 0.83% | 1.02% | Q4 2021 | Q3 2023 | 8 |
Equitable Holdings, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 8 |
Clearstead Advisors, LLC | 8 | 8 | 0.02% | 0.07% | 0.10% | Q4 2021 | Q3 2023 | 8 |
MISSION WEALTH MANAGEMENT, LP | 8 | 8 | 0.03% | 0.04% | 0.05% | Q1 2020 | Q4 2021 | 8 |
FIDUCIENT ADVISORS LLC | 8 | 8 | 0.05% | 0.29% | 0.40% | Q4 2021 | Q3 2023 | 8 |
First Heartland Consultants, Inc. | 8 | 8 | 0.44% | 1.09% | 1.74% | Q4 2021 | Q3 2023 | 8 |
EXENCIAL WEALTH ADVISORS, LLC | 8 | 8 | 0.45% | 0.53% | 0.76% | Q4 2021 | Q3 2023 | 8 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 8 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 8 | 8 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Mariner, LLC | 8 | 8 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
GeoWealth Management, LLC | 8 | 8 | 0.05% | 0.17% | 0.35% | Q4 2021 | Q3 2023 | 8 |
Crestwood Advisors Group, LLC | 8 | 8 | 0.53% | 0.65% | 0.79% | Q4 2021 | Q3 2023 | 8 |
Curi Wealth Management, LLC | 8 | 8 | 0.04% | 1.75% | 2.99% | Q4 2021 | Q3 2023 | 8 |
Oakworth Capital, Inc. | 8 | 8 | 0.00% | 1.40% | 3.45% | Q4 2021 | Q3 2023 | 8 |
BRR OpCo, LLC | 7 | 7 | 0.04% | 0.04% | 0.05% | Q1 2021 | Q3 2022 | 7 |
HoyleCohen, LLC | 7 | 7 | 0.30% | 0.36% | 0.46% | Q1 2022 | Q3 2023 | 7 |
Private Ocean, LLC | 7 | 7 | 0.03% | 0.14% | 0.17% | Q1 2022 | Q3 2023 | 7 |
American Portfolios Advisors | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
TFO Wealth Partners, LLC | 4 | 3 | 0.06% | 0.08% | 0.09% | Q3 2021 | Q3 2023 | 7 |
EVOKE WEALTH, LLC | 7 | 7 | 0.00% | 0.76% | 1.36% | Q1 2022 | Q3 2023 | 7 |
TRUSTCORE FINANCIAL SERVICES, LLC | 4 | 3 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q4 2022 | 7 |
Almanack Investment Partners, LLC. | 7 | 7 | 0.08% | 0.54% | 0.78% | Q1 2022 | Q3 2023 | 7 |
OARSMAN CAPITAL, INC. | 4 | 3 | 0.14% | 0.77% | 1.58% | Q3 2021 | Q3 2023 | 7 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
MONETA GROUP INVESTMENT ADVISORS LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
VESTOR CAPITAL, LLC | 7 | 7 | 0.21% | 0.56% | 0.70% | Q1 2022 | Q3 2023 | 7 |
NEXT Financial Group, Inc | 6 | 1 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q4 2021 | 7 |
New Potomac Partners, LLC | 7 | 7 | 1.74% | 2.62% | 3.00% | Q1 2022 | Q3 2023 | 7 |
PATRON PARTNERS, LLC | 5 | 2 | 0.15% | 0.20% | 0.35% | Q1 2021 | Q3 2023 | 7 |
Atria Investments, Inc | 3 | 1 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 7 |
QUEST INVESTMENT MANAGEMENT LLC | 4 | 3 | 0.04% | 0.21% | 0.30% | Q3 2021 | Q3 2023 | 7 |
tru Independence LLC | 6 | 1 | 0.03% | 0.26% | 1.03% | Q2 2020 | Q1 2022 | 7 |
Bank of New Hampshire | 7 | 7 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
INTRUST BANK NA | 6 | 1 | 0.03% | 0.05% | 0.05% | Q4 2019 | Q4 2022 | 7 |
Ausdal Financial Partners, Inc. | 7 | 7 | 0.06% | 0.47% | 1.62% | Q1 2022 | Q3 2023 | 7 |
Wealthfront Advisers LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Financial Engines Advisors L.L.C. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
PROFESSIONAL ADVISORY SERVICES INC | 7 | 7 | 2.26% | 2.59% | 3.10% | Q1 2022 | Q3 2023 | 7 |
Walkner Condon Financial Advisors LLC | 7 | 7 | 0.05% | 0.10% | 0.14% | Q4 2021 | Q2 2023 | 7 |
Wedmont Private Capital | 5 | 2 | 0.03% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 7 |
Vident Investment Advisory, LLC | 4 | 3 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q2 2023 | 7 |
THOMAS WHITE INTERNATIONAL LTD | 7 | 7 | 0.01% | 0.06% | 0.07% | Q4 2021 | Q2 2023 | 7 |
NVWM, LLC | 7 | 7 | 0.25% | 0.28% | 0.30% | Q1 2022 | Q3 2023 | 7 |
Trail Ridge Investment Advisors, LLC | 7 | 7 | 1.04% | 2.40% | 4.97% | Q1 2022 | Q3 2023 | 7 |
WEDBUSH SECURITIES INC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
OLIO Financial Planning | 7 | 7 | 0.17% | 0.19% | 0.21% | Q1 2022 | Q3 2023 | 7 |
MARYLAND CAPITAL ADVISORS INC. | 7 | 7 | 0.03% | 0.96% | 1.69% | Q1 2022 | Q3 2023 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.10% | 0.12% | 0.14% | Q4 2021 | Q3 2023 | 7 |
Greenwich Wealth Management LLC | 7 | 7 | 0.07% | 0.08% | 0.12% | Q1 2022 | Q3 2023 | 7 |
THRIVENT FINANCIAL FOR LUTHERANS | 7 | 7 | 0.01% | 0.04% | 0.11% | Q1 2022 | Q3 2023 | 7 |
Annapolis Financial Services, LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Parallel Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Crestone Asset Management LLC | 7 | 7 | 0.41% | 0.59% | 0.73% | Q2 2021 | Q4 2022 | 7 |
NTV ASSET MANAGEMENT LLC | 5 | 2 | 0.04% | 0.10% | 0.22% | Q3 2021 | Q3 2023 | 7 |
AE Wealth Management LLC | 4 | 3 | 0.02% | 0.06% | 0.11% | Q3 2021 | Q3 2023 | 7 |
Qube Research & Technologies Ltd | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 7 |
LPWM LLC | 7 | 7 | 1.30% | 1.44% | 1.59% | Q1 2022 | Q3 2023 | 7 |
Covestor Ltd | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
QUATTRO FINANCIAL ADVISORS LLC | 7 | 7 | 0.36% | 0.97% | 2.57% | Q1 2022 | Q3 2023 | 7 |
Haverford Trust Co | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Cetera Advisors LLC | 5 | 1 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 6 |
Bell Investment Advisors, Inc | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
COMMERCE BANK | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
PDS Planning, Inc | 4 | 2 | 0.03% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 6 |
REDW Wealth LLC | 6 | 6 | 0.67% | 1.81% | 2.67% | Q2 2022 | Q3 2023 | 6 |
QUADRANT CAPITAL GROUP LLC | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Cresset Asset Management, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 6 |
MEANS INVESTMENT CO., INC. | 6 | 6 | 0.11% | 0.32% | 0.49% | Q2 2022 | Q3 2023 | 6 |
Pekin Hardy Strauss, Inc. | 6 | 6 | 0.06% | 0.28% | 0.42% | Q2 2022 | Q3 2023 | 6 |
Regal Investment Advisors LLC | 4 | 1 | 0.02% | 0.05% | 0.07% | Q2 2020 | Q1 2022 | 6 |
DAVENPORT & Co LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
Midwest Professional Planners, LTD. | 6 | 6 | 0.59% | 1.02% | 1.74% | Q2 2022 | Q3 2023 | 6 |
Centennial Wealth Advisory LLC | 3 | 3 | 1.55% | 1.85% | 2.23% | Q4 2021 | Q3 2023 | 6 |
Avion Wealth | 6 | 6 | 0.06% | 0.06% | 0.07% | Q2 2022 | Q3 2023 | 6 |
Column Capital Advisors, LLC | 6 | 6 | 0.11% | 0.13% | 0.14% | Q1 2021 | Q2 2022 | 6 |
Sunbelt Securities, Inc. | 6 | 6 | 0.06% | 0.07% | 0.08% | Q2 2022 | Q3 2023 | 6 |
CreativeOne Wealth, LLC | 3 | 3 | 0.01% | 0.04% | 0.14% | Q4 2021 | Q3 2023 | 6 |
Astor Investment Management LLC | 3 | 3 | 3.24% | 3.58% | 4.04% | Q4 2021 | Q3 2023 | 6 |
NATIONAL BANK OF CANADA /FI/ | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
JT Stratford LLC | 6 | 6 | 0.28% | 0.32% | 0.37% | Q2 2022 | Q3 2023 | 6 |
Vanguard Capital Wealth Advisors | 3 | 1 | 0.17% | 0.59% | 0.88% | Q4 2018 | Q3 2022 | 6 |
Raleigh Capital Management Inc. | 3 | 3 | 0.08% | 0.14% | 0.30% | Q4 2021 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.01% | 0.03% | 0.06% | Q2 2022 | Q3 2023 | 6 |
CARDIFF PARK ADVISORS, LLC | 6 | 6 | 0.06% | 0.07% | 0.08% | Q2 2022 | Q3 2023 | 6 |
MATHER GROUP, LLC. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Athena Investment Management | 6 | 6 | 0.17% | 0.17% | 0.18% | Q2 2022 | Q3 2023 | 6 |
PECAUT & CO. | 4 | 2 | 0.01% | 1.48% | 2.41% | Q4 2021 | Q3 2023 | 6 |
CIBC Private Wealth Group, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Portland Global Advisors LLC | 6 | 6 | 0.04% | 0.07% | 0.08% | Q2 2022 | Q3 2023 | 6 |
Truepoint, Inc. | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2022 | 6 |
DEUTSCHE BANK AG\ | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
SIMPLEX TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 6 |
Orgel Wealth Management, LLC | 3 | 3 | 0.02% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 6 |
Outlook Wealth Advisors, LLC | 3 | 3 | 0.36% | 0.43% | 0.48% | Q4 2021 | Q3 2023 | 6 |
SAGE FINANCIAL GROUP INC | 6 | 6 | 0.04% | 0.06% | 0.07% | Q2 2022 | Q3 2023 | 6 |
Atria Wealth Solutions, Inc. | 5 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 6 |
FAS Wealth Partners, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Retirement Planning Group, LLC | 6 | 6 | 0.34% | 0.58% | 0.73% | Q2 2022 | Q3 2023 | 6 |
Fusion Family Wealth LLC | 4 | 2 | 0.14% | 0.18% | 0.19% | Q1 2022 | Q3 2023 | 6 |
MBL Wealth, LLC | 4 | 1 | 0.44% | 0.64% | 0.91% | Q3 2021 | Q3 2023 | 6 |
Fortis Advisors, LLC | 6 | 6 | 2.30% | 2.76% | 3.71% | Q2 2022 | Q3 2023 | 6 |
CREDIT SUISSE AG/ | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 5 |
Strategic Wealth Partners, Ltd. | 5 | 5 | 0.09% | 0.70% | 1.10% | Q1 2022 | Q1 2023 | 5 |
Valmark Advisers, Inc. | 5 | 5 | 0.00% | 0.56% | 0.85% | Q3 2022 | Q3 2023 | 5 |
ASSETMARK, INC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 5 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 5 | 5 | 0.10% | 6.30% | 11.76% | Q3 2022 | Q3 2023 | 5 |
US BANCORP \DE\ | 5 | 5 | 0.00% | 0.04% | 0.19% | Q3 2022 | Q3 2023 | 5 |
ALESCO ADVISORS LLC | 4 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 5 |
Polaris Wealth Advisory Group, LLC | 5 | 5 | 0.06% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 5 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 5 | 5 | 0.03% | 1.75% | 2.93% | Q3 2021 | Q3 2022 | 5 |
Cetera Investment Advisers | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 5 |
WELLINGTON MANAGEMENT GROUP LLP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
Global Strategic Investment Solutions, LLC | 5 | 5 | 0.02% | 0.08% | 0.12% | Q3 2022 | Q3 2023 | 5 |
Aptus Capital Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 5 |
Mutual Advisors, LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Tower Research Capital LLC (TRC) | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 5 |
OLD SECOND NATIONAL BANK OF AURORA | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q4 2021 | 5 |
Avidian Wealth Solutions, LLC | 5 | 5 | 0.02% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Sierra Capital LLC | 5 | 5 | 0.06% | 0.22% | 0.41% | Q3 2022 | Q3 2023 | 5 |
RFG Advisory, LLC | 5 | 5 | 0.03% | 0.05% | 0.07% | Q3 2022 | Q3 2023 | 5 |
Global Retirement Partners, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
Frontier Wealth Management LLC | 5 | 5 | 0.27% | 0.78% | 1.15% | Q2 2021 | Q2 2022 | 5 |
Belmont Capital, LLC | 5 | 5 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q4 2021 | 5 |
DFPG INVESTMENTS, LLC | 5 | 5 | 0.08% | 0.11% | 0.14% | Q3 2022 | Q3 2023 | 5 |
AlphaMark Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
Gilbert & Cook, Inc. | 5 | 5 | 0.10% | 0.11% | 0.12% | Q3 2022 | Q3 2023 | 5 |
STRINGER ASSET MANAGEMENT, LLC | 5 | 5 | 1.74% | 3.07% | 4.53% | Q1 2021 | Q1 2022 | 5 |
Larson Financial Group LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Beacon Capital Management, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
Stratos Wealth Advisors, LLC | 5 | 5 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q4 2022 | 5 |
BENJAMIN EDWARDS INC | 4 | 1 | 0.00% | 0.06% | 0.18% | Q2 2021 | Q3 2023 | 5 |
OPPENHEIMER & CO INC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 5 |
Bridgeworth, LLC | 5 | 5 | 0.03% | 0.05% | 0.07% | Q3 2022 | Q3 2023 | 5 |
Red Tortoise LLC | 4 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 5 |
Cypress Capital, LLC | 5 | 5 | 0.47% | 0.62% | 1.18% | Q3 2021 | Q3 2022 | 5 |
Portfolio Solutions, LLC | 5 | 5 | 0.04% | 0.08% | 0.11% | Q3 2021 | Q3 2022 | 5 |
LAKE STREET ADVISORS GROUP, LLC | 5 | 5 | 0.05% | 0.12% | 0.16% | Q3 2022 | Q3 2023 | 5 |
Procyon Advisors, LLC | 3 | 2 | 0.03% | 0.04% | 0.06% | Q4 2019 | Q2 2023 | 5 |
GLENMEDE TRUST CO NA | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
1ST SOURCE BANK | 5 | 5 | 0.10% | 1.16% | 1.83% | Q3 2022 | Q3 2023 | 5 |
1834 INVESTMENT ADVISORS CO | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q3 2022 | 5 |
Baker Ellis Asset Management LLC | 5 | 5 | 0.04% | 0.06% | 0.07% | Q1 2021 | Q1 2022 | 5 |
EVERETT HARRIS & CO /CA/ | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 3 | 2 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 5 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 3 | 1 | 0.15% | 0.22% | 0.27% | Q4 2021 | Q3 2023 | 5 |
SYM FINANCIAL Corp | 5 | 5 | 0.04% | 0.10% | 0.15% | Q1 2021 | Q1 2022 | 5 |
J2 Capital Management Inc | 3 | 2 | 1.20% | 2.04% | 3.20% | Q4 2021 | Q3 2023 | 5 |
Karpus Management, Inc. | 5 | 5 | 0.01% | 0.05% | 0.07% | Q3 2021 | Q3 2022 | 5 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 4 | 1 | 0.01% | 0.04% | 0.14% | Q2 2021 | Q3 2023 | 5 |
Personal Capital Advisors Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
CORA CAPITAL ADVISORS LLC | 4 | 4 | 1.33% | 1.48% | 1.65% | Q4 2022 | Q3 2023 | 4 |
Bison Wealth, LLC | 4 | 4 | 0.06% | 0.07% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Townsend & Associates, Inc | 4 | 4 | 0.82% | 1.17% | 1.86% | Q4 2022 | Q3 2023 | 4 |
Sterling Financial Planning, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Anson Capital, Inc. | 4 | 4 | 0.76% | 2.75% | 3.62% | Q4 2022 | Q3 2023 | 4 |
New Republic Capital, LLC | 4 | 4 | 0.24% | 0.26% | 0.28% | Q4 2022 | Q3 2023 | 4 |
Horan Capital Advisors, LLC. | 4 | 4 | 0.20% | 0.22% | 0.23% | Q4 2022 | Q3 2023 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.12% | 0.16% | 0.19% | Q4 2022 | Q3 2023 | 4 |
55I, LLC | 4 | 4 | 0.01% | 0.03% | 0.04% | Q3 2021 | Q2 2022 | 4 |
SHINE INVESTMENT ADVISORY SERVICES INC | 4 | 4 | 0.08% | 0.21% | 0.27% | Q4 2019 | Q3 2020 | 4 |
Marietta Wealth Management, LLC | 4 | 4 | 1.71% | 2.20% | 2.76% | Q4 2022 | Q3 2023 | 4 |
QUARRY HILL ADVISORS, LLC | 4 | 4 | 0.95% | 0.98% | 1.00% | Q4 2022 | Q3 2023 | 4 |
Clark Capital Management Group, Inc. | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 4 |
Eagle Bay Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Relyea Zuckerberg Hanson LLC | 4 | 4 | 0.16% | 0.19% | 0.23% | Q4 2022 | Q3 2023 | 4 |
Breakwater Capital Group | 4 | 4 | 0.13% | 0.14% | 0.15% | Q4 2022 | Q3 2023 | 4 |
MFA WEALTH ADVISORS, LLC | 4 | 4 | 3.07% | 3.26% | 3.36% | Q1 2022 | Q4 2022 | 4 |
Modera Wealth Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
Legacy Financial Advisors, Inc. | 4 | 4 | 0.88% | 2.19% | 3.50% | Q4 2022 | Q3 2023 | 4 |
Watershed Asset Management, L.L.C. | 4 | 4 | 2.62% | 2.76% | 2.84% | Q4 2021 | Q3 2022 | 4 |
Parkside Investments, LLC | 4 | 4 | 0.17% | 1.65% | 2.22% | Q4 2022 | Q3 2023 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Eagle Bluffs Wealth Management LLC | 4 | 4 | 4.36% | 5.03% | 6.56% | Q4 2022 | Q3 2023 | 4 |
Rex Capital Advisors, LLC | 4 | 4 | 2.45% | 5.38% | 6.84% | Q1 2022 | Q4 2022 | 4 |
Abbrea Capital, LLC | 4 | 4 | 0.14% | 0.19% | 0.26% | Q4 2022 | Q3 2023 | 4 |
Live Oak Investment Partners | 4 | 4 | 0.91% | 1.02% | 1.12% | Q4 2022 | Q3 2023 | 4 |
Vertex Planning Partners, LLC | 4 | 4 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Capital Investment Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q4 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Snowden Capital Advisors LLC | 4 | 4 | 0.10% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
WESBANCO BANK INC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q2 2022 | 4 |
Hirtle Callaghan & Co LLC | 3 | 1 | 0.01% | 0.09% | 0.11% | Q1 2022 | Q3 2023 | 4 |
ARKANSAS FINANCIAL GROUP, INC. | 4 | 4 | 0.63% | 0.91% | 1.13% | Q4 2022 | Q3 2023 | 4 |
Professional Financial Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Viewpoint Capital Management LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
9258 Wealth Management, LLC | 4 | 4 | 0.06% | 0.09% | 0.11% | Q4 2021 | Q3 2022 | 4 |
Endurance Wealth Management, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 4 |
PRUDENTIAL FINANCIAL INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Ancora Advisors LLC | 4 | 4 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Exchange Capital Management, Inc. | 4 | 4 | 0.08% | 0.09% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Elevated Capital Advisors, LLC | 3 | 1 | 0.19% | 0.24% | 0.30% | Q1 2022 | Q3 2023 | 4 |
Bangor Savings Bank | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Hudock, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
CAXTON ASSOCIATES LP | 4 | 4 | 0.13% | 0.14% | 0.16% | Q4 2022 | Q3 2023 | 4 |
CAROLINAS WEALTH CONSULTING LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
ASPIRIANT, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
GSB Wealth Management, LLC | 4 | 4 | 0.12% | 0.75% | 1.19% | Q4 2022 | Q3 2023 | 4 |
SENTINEL TRUST CO LBA | 4 | 4 | 0.42% | 0.75% | 1.02% | Q1 2022 | Q4 2022 | 4 |
BDO Wealth Advisors, LLC | 4 | 4 | 1.51% | 1.58% | 1.63% | Q3 2022 | Q2 2023 | 4 |
Carnegie Capital Asset Management, LLC | 4 | 4 | 0.02% | 0.04% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Cordasco Financial Network | 4 | 4 | 0.00% | 0.03% | 0.04% | Q3 2021 | Q2 2022 | 4 |
Fiduciary Alliance LLC | 4 | 4 | 0.56% | 0.78% | 1.02% | Q4 2022 | Q3 2023 | 4 |
REGENTATLANTIC CAPITAL LLC | 4 | 4 | 0.12% | 0.13% | 0.14% | Q3 2021 | Q2 2022 | 4 |
CAMDEN NATIONAL BANK | 4 | 4 | 0.05% | 0.11% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Buffington Mohr McNeal | 3 | 1 | 0.04% | 0.18% | 0.24% | Q2 2019 | Q2 2023 | 4 |
Gallacher Capital Management LLC | 4 | 4 | 0.98% | 1.26% | 1.44% | Q4 2022 | Q3 2023 | 4 |
Integrated Wealth Concepts LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Crescent Grove Advisors, LLC | 4 | 4 | 0.10% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Beacon Pointe Advisors, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 4 |
COLDSTREAM CAPITAL MANAGEMENT INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
RAYMOND JAMES TRUST N.A. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 4 |
WATERSHED PRIVATE WEALTH LLC | 4 | 4 | 2.01% | 2.06% | 2.15% | Q4 2022 | Q3 2023 | 4 |
GoalVest Advisory LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q4 2023 | 4 |
Marshall Financial Group LLC | 4 | 4 | 0.62% | 1.69% | 2.18% | Q4 2022 | Q3 2023 | 4 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 4 | 4 | 0.11% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 4 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 4 | 4 | 0.14% | 0.20% | 0.25% | Q1 2022 | Q4 2022 | 4 |
SEI INVESTMENTS CO | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Danda Trouve Investment Management, Inc. | 3 | 3 | 1.12% | 1.96% | 2.40% | Q4 2020 | Q2 2021 | 3 |
SWM Advisors | 3 | 3 | 4.24% | 4.43% | 4.63% | Q1 2022 | Q3 2022 | 3 |
Cyrus J. Lawrence, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Seascape Capital Management | 3 | 3 | 4.42% | 4.48% | 4.55% | Q1 2023 | Q3 2023 | 3 |
Prime Capital Investment Advisors, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 3 |
PEAK FINANCIAL ADVISORS LLC | 3 | 3 | 0.58% | 1.76% | 3.33% | Q1 2023 | Q3 2023 | 3 |
Harvest Investment Advisors, LLC | 3 | 3 | 0.32% | 0.54% | 0.78% | Q1 2023 | Q3 2023 | 3 |
RETIREMENT INCOME SOLUTIONS, INC | 3 | 3 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Stone House Investment Management, LLC | 3 | 3 | 0.07% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Soros Fund Management | 3 | 3 | 0.35% | 0.40% | 0.45% | Q1 2023 | Q3 2023 | 3 |
JONES FINANCIAL COMPANIES LLLP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Darwin Wealth Management, LLC | 3 | 3 | 1.44% | 1.45% | 1.46% | Q1 2023 | Q3 2023 | 3 |
Charles Carroll Financial Partners, LLC | 3 | 3 | 1.84% | 2.01% | 2.21% | Q1 2023 | Q3 2023 | 3 |
Permanens Capital L.P. | 3 | 3 | 3.38% | 3.62% | 3.94% | Q1 2023 | Q3 2023 | 3 |
Financial Sense Advisors, Inc. | 3 | 3 | 1.79% | 2.23% | 2.64% | Q1 2023 | Q3 2023 | 3 |
ARGI Investment Services, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 3 |
Bay Harbor Wealth Management, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 3 |
D'Orazio & Associates, Inc. | 3 | 3 | 0.13% | 0.18% | 0.24% | Q1 2022 | Q3 2022 | 3 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 2 | 1 | 0.02% | 0.04% | 0.07% | Q4 2022 | Q3 2023 | 3 |
Matthew Goff Investment Advisor, LLC | 3 | 3 | 0.92% | 0.96% | 0.98% | Q1 2023 | Q3 2023 | 3 |
Legacy Capital Group California, Inc. | 3 | 3 | 0.62% | 0.65% | 0.70% | Q1 2023 | Q3 2023 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
Strategic Financial Concepts, LLC | 3 | 3 | 0.25% | 0.28% | 0.32% | Q1 2023 | Q3 2023 | 3 |
Garde Capital, Inc. | 3 | 3 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q2 2022 | 3 |
Kraft, Davis & Associates, LLC | 2 | 1 | 1.23% | 1.27% | 1.33% | Q4 2022 | Q3 2023 | 3 |
PATHSTONE FAMILY OFFICE, LLC | 3 | 3 | 0.09% | 0.15% | 0.18% | Q1 2023 | Q3 2023 | 3 |
Colonial Trust Advisors | 3 | 3 | 0.00% | 0.12% | 0.37% | Q1 2023 | Q3 2023 | 3 |
FIFTH THIRD BANCORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 3 |
HBK Sorce Advisory LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q4 2022 | 3 |
Vontobel Holding Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Smith, Salley & Associates | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q3 2021 | 3 |
FDx Advisors, Inc. | 2 | 1 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
MEITAV INVESTMENT HOUSE LTD | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Richard W. Paul & Associates, LLC | 3 | 3 | 0.68% | 0.70% | 0.73% | Q1 2023 | Q3 2023 | 3 |
RBF Capital, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2022 | 3 |
Caprock Group, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Elo Mutual Pension Insurance Co | 3 | 3 | 0.82% | 1.43% | 2.01% | Q1 2022 | Q3 2022 | 3 |
Alexandria Capital, LLC | 3 | 3 | 0.51% | 0.77% | 0.96% | Q1 2021 | Q3 2021 | 3 |
Artemis Wealth Advisors, LLC | 3 | 3 | 1.91% | 3.25% | 4.15% | Q1 2023 | Q3 2023 | 3 |
Spearhead Capital Advisors, LLC | 3 | 3 | 0.05% | 0.13% | 0.31% | Q1 2022 | Q3 2022 | 3 |
Norway Savings Bank | 3 | 3 | 0.12% | 0.33% | 0.46% | Q1 2023 | Q3 2023 | 3 |
GHP Investment Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
UMB Bank, n.a. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 3 |
Noble Family Wealth, LLC | 3 | 3 | 0.67% | 0.70% | 0.73% | Q1 2023 | Q3 2023 | 3 |
Colonial Trust Co / SC | 3 | 3 | 0.01% | 0.12% | 0.33% | Q1 2023 | Q3 2023 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Choate Investment Advisors | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 3 |
Allworth Financial LP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 3 |
MAI Capital Management | 3 | 3 | 0.06% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
GYL FINANCIAL SYNERGIES, LLC | 3 | 3 | 1.29% | 1.39% | 1.47% | Q1 2023 | Q3 2023 | 3 |
Morling Financial Advisors, LLC | 3 | 3 | 0.23% | 0.23% | 0.24% | Q1 2023 | Q3 2023 | 3 |
Nicholas Hoffman & Company, LLC. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Trek Financial, LLC | 1 | 1 | 0.02% | 0.08% | 0.15% | Q4 2020 | Q2 2023 | 3 |
GREENWOOD GEARHART INC | 3 | 3 | 1.27% | 1.29% | 1.30% | Q1 2023 | Q3 2023 | 3 |
AXXCESS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 3 |
PIN OAK INVESTMENT ADVISORS INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Disciplined Investments, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 3 |
Patriot Financial Group Insurance Agency, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Canal Capital Management, LLC | 3 | 3 | 0.08% | 0.10% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Root Financial Partners, LLC | 3 | 3 | 0.14% | 0.16% | 0.18% | Q1 2023 | Q3 2023 | 3 |
MENORA MIVTACHIM HOLDINGS LTD. | 3 | 3 | 1.83% | 2.09% | 2.28% | Q1 2023 | Q3 2023 | 3 |
PRIVATE TRUST CO NA | 3 | 3 | 0.02% | 0.02% | 0.04% | Q1 2023 | Q3 2023 | 3 |
KEB ASSET MANAGEMENT, LLC | 3 | 3 | 0.26% | 0.34% | 0.49% | Q4 2021 | Q2 2022 | 3 |
SHEETS SMITH WEALTH MANAGEMENT | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
New Harbor Financial Group, LLC | 3 | 3 | 0.13% | 2.42% | 6.26% | Q1 2023 | Q3 2023 | 3 |
Sterling Investment Counsel, LLC | 1 | 1 | 1.02% | 1.74% | 2.46% | Q4 2022 | Q3 2023 | 2 |
City State Bank | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
ORG Partners LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Cornerstone Planning Group LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Weitzel Financial Services, Inc. | 2 | 2 | 1.25% | 1.31% | 1.37% | Q2 2023 | Q3 2023 | 2 |
Visionary Wealth Advisors | 2 | 2 | 0.02% | 0.05% | 0.08% | Q2 2021 | Q3 2021 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Abacus Wealth Partners, LLC | 2 | 2 | 7.01% | 7.51% | 8.01% | Q2 2021 | Q3 2021 | 2 |
First Horizon Advisors, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Geneos Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 2 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 2 |
Sweet Financial Partners, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q2 2022 | 2 |
STRATEGIC INVESTMENT MANAGEMENT, LLC | 2 | 2 | 18.81% | 19.93% | 21.04% | Q2 2023 | Q3 2023 | 2 |
Oak Grove Capital LLC | 2 | 2 | 0.23% | 0.30% | 0.38% | Q4 2022 | Q1 2023 | 2 |
CKW FINANCIAL GROUP | 2 | 2 | 1.83% | 1.83% | 1.84% | Q2 2023 | Q3 2023 | 2 |
NWAM LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2022 | 2 |
Dynamic Advisor Solutions LLC | 2 | 2 | 0.04% | 0.12% | 0.19% | Q2 2023 | Q3 2023 | 2 |
Laurel Wealth Advisors, Inc. | 2 | 2 | 0.46% | 0.61% | 0.77% | Q4 2021 | Q1 2022 | 2 |
Center For Asset Management LLC | 2 | 2 | 0.16% | 0.18% | 0.21% | Q4 2021 | Q1 2022 | 2 |
ATLAS CAPITAL ADVISORS LLC | 2 | 2 | 0.18% | 0.21% | 0.24% | Q2 2023 | Q3 2023 | 2 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Greenspring Advisors, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q1 2022 | 2 |
EP Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Golden State Wealth Management, LLC | 2 | 2 | 0.17% | 0.19% | 0.22% | Q3 2021 | Q4 2021 | 2 |
Y-Intercept (Hong Kong) Ltd | 2 | 2 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q2 2023 | 2 |
Keel Point, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
CAPE COD FIVE CENTS SAVINGS BANK | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
FIRST HAWAIIAN BANK | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Psagot Value Holdings Ltd. / (Israel) | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q4 2022 | 2 |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 2 | 2 | 0.37% | 0.40% | 0.42% | Q4 2020 | Q1 2021 | 2 |
Lloyd Advisory Services, LLC. | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q1 2022 | 2 |
Ashford Advisors, LLC | 2 | 2 | 0.15% | 0.15% | 0.15% | Q2 2023 | Q3 2023 | 2 |
Quantum Financial Advisors, LLC | 2 | 2 | 6.55% | 6.61% | 6.68% | Q2 2022 | Q3 2022 | 2 |
CAMBRIDGE TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Black Swift Group, LLC | 2 | 2 | 1.41% | 1.54% | 1.67% | Q1 2022 | Q2 2022 | 2 |
LEVEL FOUR ADVISORY SERVICES, LLC | 2 | 2 | 0.08% | 0.09% | 0.11% | Q2 2023 | Q3 2023 | 2 |
PANORAMIC INVESTMENT ADVISORS, LLC | 1 | 1 | 0.42% | 0.72% | 1.02% | Q4 2022 | Q3 2023 | 2 |
Desjardins Global Asset Management Inc. | 2 | 2 | 0.22% | 1.77% | 3.32% | Q2 2023 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Klaas Financial Asset Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.04% | 0.05% | 0.05% | Q1 2021 | Q1 2023 | 2 |
AJ WEALTH STRATEGIES, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q2 2020 | 2 |
Fifth Third Wealth Advisors LLC | 2 | 2 | 0.42% | 0.45% | 0.47% | Q3 2023 | Q4 2023 | 2 |
Parkside Financial Bank & Trust | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Sequoia Financial Advisors, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 2 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 2 |
IHT Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Diversified Trust Co | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q2 2023 | 2 |
Edge Wealth Management LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q3 2021 | Q1 2022 | 2 |
Wallington Asset Management, LLC | 2 | 2 | 1.97% | 1.99% | 2.01% | Q2 2023 | Q3 2023 | 2 |
COURIER CAPITAL LLC | 2 | 2 | 0.06% | 0.20% | 0.34% | Q2 2023 | Q3 2023 | 2 |
Interchange Capital Partners, LLC | 2 | 2 | 0.24% | 0.29% | 0.35% | Q2 2023 | Q3 2023 | 2 |
Avantax Planning Partners, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
FIRST TRUST ADVISORS LP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2022 | 2 |
HAZLETT, BURT & WATSON, INC. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q2 2022 | 2 |
D L CARLSON INVESTMENT GROUP INC | 2 | 2 | 0.06% | 0.10% | 0.15% | Q3 2022 | Q4 2022 | 2 |
TUCKER ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Private Advisory Group LLC | 2 | 2 | 0.49% | 0.50% | 0.51% | Q2 2023 | Q3 2023 | 2 |
Graypoint LLC | 2 | 2 | 0.34% | 0.35% | 0.37% | Q2 2023 | Q3 2023 | 2 |
Phoenix Holdings Ltd. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Pacific Edge Advisors, LLC | 2 | 2 | 0.29% | 0.37% | 0.44% | Q2 2021 | Q3 2021 | 2 |
REGIONS FINANCIAL CORP | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
AGF INVESTMENTS INC. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 2 |
Legacy Capital Wealth Partners, LLC | 1 | 1 | 0.10% | 0.11% | 0.11% | Q1 2023 | Q3 2023 | 2 |
Werba Rubin Papier Wealth Management | 2 | 2 | 0.26% | 0.40% | 0.53% | Q2 2023 | Q3 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Hennion & Walsh Asset Management, Inc. | 2 | 2 | 0.39% | 0.42% | 0.45% | Q3 2021 | Q4 2021 | 2 |
GREAT VALLEY ADVISOR GROUP, INC. | 2 | 2 | 0.01% | 0.03% | 0.05% | Q2 2022 | Q3 2022 | 2 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Quent Capital, LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q3 2023 | Q3 2023 | 1 |
O'Dell Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Highview Capital Management LLC/DE/ | 1 | 1 | 2.02% | 2.02% | 2.02% | Q3 2023 | Q3 2023 | 1 |
Sargent Bickham Lagudis LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Mayfair Advisory Group, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
Stonebridge Financial Planning Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Aprio Wealth Management, LLC | 1 | 1 | 7.56% | 7.56% | 7.56% | Q3 2023 | Q3 2023 | 1 |
Bray Capital Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
State of Wyoming | 1 | 1 | 3.49% | 3.49% | 3.49% | Q3 2023 | Q3 2023 | 1 |
Zhang Financial LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
SageView Advisory Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
COMERICA BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
NewEdge Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
MCF Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ERn Financial, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Straight Path Wealth Management | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Renaissance Technologies | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Balentine LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
RITHOLTZ WEALTH MANAGEMENT | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
FWL INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Nelson Capital Management, LLC | 1 | 1 | 1.16% | 1.16% | 1.16% | Q3 2023 | Q3 2023 | 1 |
WFA Asset Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BASSO CAPITAL MANAGEMENT, L.P. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
WEST PACES ADVISORS INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
New Century Advisors, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q4 2021 | Q4 2021 | 1 |
ASB Consultores, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2023 | Q2 2023 | 1 |
Ahrens Investment Partners LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Sowell Financial Services LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
HSBC HOLDINGS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BEAM WEALTH ADVISORS, INC. | 1 | 1 | 3.21% | 3.21% | 3.21% | Q3 2023 | Q3 2023 | 1 |
Royal Harbor Partners, LLC | 1 | 1 | 2.27% | 2.27% | 2.27% | Q3 2021 | Q3 2021 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2023 | Q3 2023 | 1 |
Beaumont Capital Management, LLC | 1 | 1 | 1.16% | 1.16% | 1.16% | Q3 2023 | Q3 2023 | 1 |
WHITTIER TRUST CO OF NEVADA INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Aspen Investment Management Inc | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
Lindbrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Field & Main Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
NorthRock Partners, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
MYECFO, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
OLD NATIONAL BANCORP /IN/ | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Grey Fox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
NOMURA ASSET MANAGEMENT CO LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Veritable, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Lloyd Park, LLC | 1 | 1 | 0.78% | 0.78% | 0.78% | Q1 2022 | Q1 2022 | 1 |
KING LUTHER CAPITAL MANAGEMENT CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Heritage Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
3EDGE Asset Management, LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Tradition Wealth Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
Greenline Partners, LLC | 1 | 1 | 2.12% | 2.12% | 2.12% | Q4 2022 | Q4 2022 | 1 |
Leucadia National | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
InterOcean Capital, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2020 | Q2 2020 | 1 |
Arjuna Capital | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
FIRST FINANCIAL CORP /IN/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
ALLIANCEBERNSTEIN L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
HERITAGE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
CULLEN/FROST BANKERS, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
ADELL HARRIMAN & CARPENTER INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Smithfield Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
High Note Wealth, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2022 | Q1 2022 | 1 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
XML Financial, LLC | 1 | 1 | 0.81% | 0.81% | 0.81% | Q4 2019 | Q4 2019 | 1 |
Greystone Financial Group, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Ascent Group, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
CNB Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
WealthPLAN Partners, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2023 | Q4 2023 | 1 |
ANDERSON HOAGLAND & CO | 1 | 1 | 1.38% | 1.38% | 1.38% | Q3 2023 | Q3 2023 | 1 |
Compagnie Lombard Odier SCmA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Register Financial Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BerganKDV Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
TOMPKINS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
CANTOR FITZGERALD, L. P. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Beaumont Financial Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Realta Investment Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
AVAII WEALTH MANAGEMENT, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q2 2023 | 1 |
Fort Sheridan Advisors LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2020 | Q4 2020 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.43% | 0.43% | 0.43% | Q3 2021 | Q3 2021 | 1 |
FRANKLIN RESOURCES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2020 | Q4 2020 | 1 |
EWA, LLC | 1 | 1 | 1.40% | 1.40% | 1.40% | Q3 2023 | Q3 2023 | 1 |
Truadvice, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
BlackDiamond Wealth Management, LLC | 1 | 1 | 0.69% | 0.69% | 0.69% | Q3 2023 | Q3 2023 | 1 |
GUARDIAN CAPITAL ADVISORS LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SRS Capital Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Global Trust Asset Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
Grove Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Benedetti & Gucer, Inc. | 1 | 1 | 1.72% | 1.72% | 1.72% | Q3 2023 | Q3 2023 | 1 |
TIAA, FSB | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
All Season Financial Advisors, Inc. | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2022 | Q4 2022 | 1 |
Sage Mountain Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Semmax Financial Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Capital Wealth Alliance, LLC | 1 | 1 | 0.92% | 0.92% | 0.92% | Q1 2023 | Q1 2023 | 1 |
INSIGHT 2811, INC. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2021 | Q1 2021 | 1 |
Ayalon Insurance Comp Ltd. | 1 | 1 | 1.57% | 1.57% | 1.57% | Q3 2023 | Q3 2023 | 1 |
Westover Capital Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
NORTHWEST WEALTH MANAGEMENT, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
Vantage Financial Partners Ltd., Inc. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2023 | Q3 2023 | 1 |
My Legacy Advisors, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2023 | Q3 2023 | 1 |
Temasek Holdings (Private) Ltd | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Trexquant Investment LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
SUMMIT FINANCIAL GROUP, INC. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Glass Jacobson Investment Advisors llc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
BigSur Wealth Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Steward Partners Investment Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
VICTORY CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
FIFTH THIRD SECURITIES, INC. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2023 | Q3 2023 | 1 |
Pacific Sage Partners, LLC | 1 | 1 | 1.44% | 1.44% | 1.44% | Q3 2023 | Q3 2023 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
AGF MANAGEMENT LTD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
External links
This page lists all the filers that currently own ISHARES INC or have owned ISHARES INC in the past.