Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BlackRock Inc. | 28 | 28 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2023 | 28 |
BANK OF AMERICA CORP /DE/ | 28 | 28 | 0.00% | 0.03% | 0.06% | Q4 2016 | Q3 2023 | 28 |
Litman Gregory Wealth Management LLC | 25 | 2 | 0.10% | 0.86% | 1.78% | Q4 2016 | Q3 2023 | 27 |
UBS Group AG | 27 | 27 | 0.00% | 0.02% | 0.03% | Q1 2017 | Q3 2023 | 27 |
ROYAL BANK OF CANADA | 27 | 27 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 27 |
Asset Dedication, LLC | 26 | 26 | 0.01% | 0.07% | 0.16% | Q2 2017 | Q3 2023 | 26 |
PNC FINANCIAL SERVICES GROUP, INC. | 26 | 26 | 0.00% | 0.02% | 0.03% | Q2 2017 | Q3 2023 | 26 |
TRUST CO OF VERMONT | 26 | 26 | 0.00% | 0.02% | 0.05% | Q2 2017 | Q3 2023 | 26 |
LPL Financial LLC | 26 | 26 | 0.00% | 0.10% | 0.37% | Q2 2017 | Q3 2023 | 26 |
WELLS FARGO & COMPANY/MN | 25 | 25 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 25 |
MORGAN STANLEY | 25 | 25 | 0.00% | 0.02% | 0.05% | Q3 2017 | Q3 2023 | 25 |
Cambridge Investment Research Advisors, Inc. | 25 | 25 | 0.02% | 0.05% | 0.09% | Q3 2017 | Q3 2023 | 25 |
RITHOLTZ WEALTH MANAGEMENT | 25 | 25 | 0.02% | 0.10% | 0.18% | Q3 2017 | Q3 2023 | 25 |
Private Ocean, LLC | 25 | 25 | 0.02% | 2.08% | 3.96% | Q3 2017 | Q3 2023 | 25 |
Citadel Advisors | 6 | 1 | 0.00% | 0.00% | 0.02% | Q1 2017 | Q3 2023 | 25 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.02% | 0.07% | Q1 2016 | Q3 2023 | 25 |
WHITTIER TRUST CO OF NEVADA INC | 25 | 25 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 25 |
JANE STREET GROUP, LLC | 11 | 1 | 0.00% | 0.03% | 0.14% | Q2 2016 | Q3 2023 | 25 |
Parallel Advisors, LLC | 18 | 6 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q3 2023 | 24 |
Global Retirement Partners, LLC | 17 | 7 | 0.00% | 0.05% | 0.18% | Q3 2017 | Q3 2023 | 24 |
CWM, LLC | 16 | 8 | 0.00% | 0.90% | 1.92% | Q3 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.04% | 0.27% | Q4 2017 | Q3 2023 | 24 |
Financial Architects, Inc | 15 | 3 | 0.00% | 0.03% | 0.08% | Q4 2016 | Q1 2023 | 24 |
Connecticut Wealth Management, LLC | 24 | 24 | 0.16% | 0.36% | 1.02% | Q4 2017 | Q3 2023 | 24 |
JPMORGAN CHASE & CO | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Brinker Capital Investments, LLC | 23 | 23 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q4 2022 | 23 |
Raymond James Financial Services Advisors, Inc. | 23 | 23 | 0.00% | 0.02% | 0.05% | Q1 2018 | Q3 2023 | 23 |
BAILARD, INC. | 23 | 23 | 0.02% | 0.11% | 0.18% | Q1 2018 | Q3 2023 | 23 |
COMMONWEALTH EQUITY SERVICES, LLC | 23 | 23 | 0.00% | 0.05% | 0.14% | Q1 2018 | Q3 2023 | 23 |
THRIVENT FINANCIAL FOR LUTHERANS | 15 | 15 | 0.00% | 0.03% | 0.07% | Q1 2020 | Q3 2023 | 23 |
AMERIPRISE FINANCIAL INC | 23 | 23 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
MISSION WEALTH MANAGEMENT, LP | 23 | 23 | 0.04% | 0.47% | 0.72% | Q1 2018 | Q3 2023 | 23 |
GOLDMAN SACHS GROUP INC | 23 | 23 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q3 2023 | 23 |
TOMPKINS FINANCIAL CORP | 13 | 10 | 0.26% | 0.39% | 0.54% | Q1 2018 | Q4 2023 | 23 |
Hanson & Doremus Investment Management | 22 | 22 | 0.00% | 0.10% | 0.13% | Q3 2017 | Q4 2022 | 22 |
WHITTIER TRUST CO | 22 | 22 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 22 |
Caprock Group, LLC | 19 | 1 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q3 2023 | 22 |
First Horizon Advisors, Inc. | 16 | 6 | 0.00% | 0.03% | 0.14% | Q1 2018 | Q3 2023 | 22 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 21 | 1 | 0.00% | 0.03% | 0.05% | Q1 2018 | Q3 2023 | 22 |
GOULD ASSET MANAGEMENT LLC /CA/ | 18 | 4 | 0.08% | 0.15% | 0.21% | Q4 2017 | Q3 2023 | 22 |
Baird Financial Group, Inc. | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
PARK AVENUE SECURITIES LLC | 21 | 21 | 0.02% | 1.51% | 4.76% | Q3 2018 | Q3 2023 | 21 |
FMR LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 21 | 0.00% | 0.37% | 1.25% | Q3 2018 | Q3 2023 | 21 |
Geneos Wealth Management Inc. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
BANK OF MONTREAL /CAN/ | 12 | 2 | 0.00% | 0.00% | 0.02% | Q3 2017 | Q3 2023 | 21 |
Montecito Bank & Trust | 20 | 1 | 0.00% | 0.22% | 0.44% | Q4 2016 | Q4 2023 | 21 |
Betterment LLC | 21 | 21 | 0.03% | 0.16% | 0.25% | Q3 2018 | Q3 2023 | 21 |
COLONY GROUP LLC | 21 | 21 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 21 |
TRUSTCORE FINANCIAL SERVICES, LLC | 21 | 21 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q4 2022 | 21 |
Advisory Services Network, LLC | 20 | 1 | 0.00% | 0.11% | 0.30% | Q2 2018 | Q3 2023 | 21 |
ASSETMARK, INC | 21 | 21 | 0.00% | 0.01% | 0.05% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.23% | 0.76% | Q3 2018 | Q3 2023 | 21 |
White Lighthouse Investment Management Inc. | 21 | 21 | 0.16% | 0.43% | 0.84% | Q3 2018 | Q3 2023 | 21 |
Cetera Advisor Networks LLC | 21 | 21 | 0.01% | 0.04% | 0.14% | Q3 2018 | Q3 2023 | 21 |
DEUTSCHE BANK AG\ | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
PITTENGER & ANDERSON INC | 21 | 21 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
KEYBANK NATIONAL ASSOCIATION/OH | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 20 |
Beacon Pointe Advisors, LLC | 20 | 20 | 0.01% | 0.05% | 0.20% | Q4 2018 | Q3 2023 | 20 |
CITIGROUP INC | 19 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 20 |
Tarbox Family Office, Inc. | 20 | 20 | 0.01% | 0.05% | 0.08% | Q4 2018 | Q3 2023 | 20 |
Steward Partners Investment Advisory, LLC | 18 | 2 | 0.00% | 0.06% | 0.15% | Q2 2018 | Q3 2023 | 20 |
Creative Planning | 20 | 20 | 0.01% | 0.05% | 0.07% | Q4 2018 | Q3 2023 | 20 |
NOTTINGHAM ADVISORS, INC. | 13 | 7 | 0.06% | 0.51% | 0.86% | Q3 2018 | Q3 2023 | 20 |
OXFORD FINANCIAL GROUP, LTD. LLC | 20 | 20 | 0.30% | 0.83% | 1.48% | Q4 2018 | Q3 2023 | 20 |
Main Management LLC | 20 | 20 | 0.04% | 0.08% | 0.15% | Q2 2018 | Q1 2023 | 20 |
Round Table Services, LLC | 20 | 20 | 1.13% | 3.29% | 6.87% | Q4 2017 | Q3 2022 | 20 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 20 | 20 | 0.00% | 0.05% | 0.09% | Q4 2018 | Q3 2023 | 20 |
Aspire Private Capital, LLC | 20 | 20 | 0.00% | 0.08% | 0.27% | Q4 2018 | Q3 2023 | 20 |
Ellevest, Inc. | 20 | 20 | 1.61% | 2.99% | 3.62% | Q4 2018 | Q3 2023 | 20 |
CITIZENS FINANCIAL GROUP INC/RI | 19 | 19 | 0.01% | 0.07% | 0.16% | Q1 2019 | Q3 2023 | 19 |
Baystate Wealth Management LLC | 19 | 19 | 0.07% | 0.12% | 0.19% | Q1 2019 | Q3 2023 | 19 |
REGENTATLANTIC CAPITAL LLC | 19 | 19 | 0.03% | 0.23% | 0.43% | Q1 2018 | Q3 2022 | 19 |
Private Advisor Group, LLC | 19 | 19 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 19 |
Baker Avenue Asset Management, LP | 13 | 2 | 0.01% | 0.05% | 0.08% | Q2 2017 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.02% | 0.06% | 0.11% | Q1 2019 | Q3 2023 | 19 |
FIDUCIARY TRUST CO | 19 | 19 | 0.04% | 0.15% | 0.23% | Q1 2019 | Q3 2023 | 19 |
CIBC Asset Management Inc | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
MML INVESTORS SERVICES, LLC | 19 | 19 | 0.00% | 0.29% | 0.79% | Q1 2019 | Q3 2023 | 19 |
Community Bank, N.A. | 19 | 19 | 0.04% | 0.07% | 0.14% | Q1 2019 | Q3 2023 | 19 |
Janney Montgomery Scott LLC | 15 | 1 | 0.00% | 0.18% | 0.56% | Q4 2017 | Q3 2023 | 19 |
Cranbrook Wealth Management, LLC | 19 | 19 | 0.00% | 0.02% | 0.08% | Q1 2019 | Q3 2023 | 19 |
VALLEY NATIONAL ADVISERS INC | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
LIBERTY WEALTH MANAGEMENT LLC | 16 | 3 | 0.01% | 0.86% | 2.41% | Q4 2018 | Q3 2023 | 19 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 19 |
Savant Capital, LLC | 18 | 18 | 0.04% | 0.09% | 0.13% | Q2 2019 | Q3 2023 | 18 |
JNBA Financial Advisors | 18 | 18 | 0.00% | 0.14% | 0.24% | Q2 2019 | Q3 2023 | 18 |
CAPTRUST FINANCIAL ADVISORS | 15 | 3 | 0.00% | 0.02% | 0.15% | Q1 2019 | Q3 2023 | 18 |
HSBC HOLDINGS PLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Patriot Financial Group Insurance Agency, LLC | 18 | 18 | 0.00% | 0.10% | 0.26% | Q2 2019 | Q3 2023 | 18 |
FIFTH THIRD BANCORP | 18 | 18 | 0.00% | 0.14% | 0.26% | Q2 2019 | Q3 2023 | 18 |
FinTrust Capital Advisors, LLC | 18 | 18 | 0.00% | 0.10% | 0.30% | Q2 2019 | Q3 2023 | 18 |
HighTower Advisors, LLC | 18 | 18 | 0.01% | 0.04% | 0.08% | Q2 2019 | Q3 2023 | 18 |
Sowell Financial Services LLC | 10 | 2 | 0.02% | 0.06% | 0.11% | Q4 2018 | Q3 2023 | 17 |
Sage Advisory Services, Ltd.Co. | 16 | 1 | 0.02% | 0.09% | 0.16% | Q3 2018 | Q3 2023 | 17 |
BROWN ADVISORY INC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2022 | 17 |
Accredited Investors Inc. | 17 | 17 | 0.03% | 0.10% | 0.18% | Q3 2018 | Q3 2022 | 17 |
Financial Insights, Inc. | 16 | 1 | 0.13% | 0.61% | 1.05% | Q2 2019 | Q3 2023 | 17 |
US BANCORP \DE\ | 17 | 17 | 0.00% | 0.03% | 0.04% | Q3 2019 | Q3 2023 | 17 |
HOWLAND CAPITAL MANAGEMENT LLC | 17 | 17 | 0.08% | 0.14% | 0.18% | Q3 2019 | Q3 2023 | 17 |
Blue Edge Capital, LLC | 17 | 17 | 0.08% | 0.23% | 0.35% | Q3 2019 | Q3 2023 | 17 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 17 | 17 | 0.06% | 0.07% | 0.14% | Q3 2019 | Q3 2023 | 17 |
Ameritas Investment Partners, Inc. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
FIDUCIARY COUNSELLING INC | 17 | 17 | 0.30% | 0.62% | 1.13% | Q3 2019 | Q3 2023 | 17 |
LAKE STREET ADVISORS GROUP, LLC | 17 | 17 | 0.03% | 0.22% | 0.95% | Q3 2019 | Q3 2023 | 17 |
WEALTHSOURCE PARTNERS, LLC | 16 | 16 | 0.04% | 1.81% | 4.44% | Q4 2019 | Q3 2023 | 16 |
Mascoma Wealth Management LLC | 11 | 5 | 0.00% | 0.12% | 0.18% | Q2 2018 | Q3 2023 | 16 |
NORTHERN TRUST CORP | 16 | 16 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Affinity Capital Advisors, LLC | 16 | 16 | 0.20% | 0.54% | 0.71% | Q4 2019 | Q3 2023 | 16 |
FAS Wealth Partners, Inc. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Garde Capital, Inc. | 13 | 3 | 0.04% | 0.14% | 0.24% | Q2 2019 | Q3 2023 | 16 |
Dynamic Advisor Solutions LLC | 16 | 16 | 0.04% | 0.15% | 0.27% | Q4 2019 | Q3 2023 | 16 |
LFA - Lugano Financial Advisors SA | 16 | 16 | 0.07% | 3.01% | 4.53% | Q4 2019 | Q3 2023 | 16 |
Snowden Capital Advisors LLC | 8 | 8 | 0.01% | 0.14% | 0.30% | Q3 2019 | Q3 2023 | 16 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 13 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 16 |
Rockefeller Capital Management L.P. | 15 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 16 |
Alaska Wealth Advisors | 16 | 16 | 0.05% | 0.13% | 0.17% | Q4 2019 | Q3 2023 | 16 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 16 | 16 | 0.05% | 0.25% | 0.39% | Q4 2019 | Q3 2023 | 16 |
Cetera Advisors LLC | 15 | 1 | 0.00% | 0.07% | 0.20% | Q1 2019 | Q3 2023 | 16 |
EVOKE WEALTH, LLC | 15 | 1 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
CENTRAL TRUST Co | 16 | 16 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Personal Capital Advisors Corp | 16 | 16 | 0.24% | 0.59% | 0.84% | Q1 2019 | Q4 2022 | 16 |
Schneider Downs Wealth Management Advisors, LP | 15 | 15 | 0.13% | 0.20% | 0.22% | Q1 2020 | Q3 2023 | 15 |
Brookstone Capital Management | 15 | 15 | 0.02% | 0.15% | 0.59% | Q1 2020 | Q3 2023 | 15 |
Summit X, LLC | 15 | 15 | 0.09% | 0.97% | 1.87% | Q1 2020 | Q3 2023 | 15 |
Forefront Analytics, LLC | 12 | 3 | 0.01% | 0.11% | 0.15% | Q3 2019 | Q2 2023 | 15 |
Equitable Holdings, Inc. | 15 | 15 | 0.01% | 0.07% | 0.15% | Q1 2020 | Q3 2023 | 15 |
Strategic Blueprint, LLC | 15 | 15 | 0.04% | 0.29% | 1.23% | Q1 2020 | Q3 2023 | 15 |
ALESCO ADVISORS LLC | 15 | 15 | 0.02% | 0.12% | 0.20% | Q1 2020 | Q3 2023 | 15 |
Robertson Stephens Wealth Management, LLC | 15 | 15 | 0.04% | 0.26% | 0.59% | Q1 2020 | Q3 2023 | 15 |
Mount Yale Investment Advisors, LLC | 12 | 3 | 0.03% | 0.16% | 0.35% | Q4 2019 | Q3 2023 | 15 |
Mutual Advisors, LLC | 15 | 15 | 0.02% | 0.04% | 0.21% | Q1 2020 | Q3 2023 | 15 |
TIEDEMANN ADVISORS, LLC | 15 | 15 | 0.06% | 0.11% | 0.22% | Q1 2020 | Q3 2023 | 15 |
High Falls Advisors, Inc | 15 | 15 | 0.20% | 1.62% | 4.65% | Q1 2020 | Q3 2023 | 15 |
Perigon Wealth Management, LLC | 14 | 1 | 0.04% | 0.08% | 0.15% | Q3 2011 | Q3 2023 | 15 |
AVANTAX ADVISORY SERVICES, INC. | 15 | 15 | 0.05% | 0.11% | 0.16% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.03% | 0.20% | 0.47% | Q1 2020 | Q3 2023 | 15 |
Van Hulzen Asset Management, LLC | 15 | 15 | 0.21% | 0.61% | 1.43% | Q1 2020 | Q3 2023 | 15 |
Bank of New York Mellon Corp | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Hefren-Tillotson, Inc. | 15 | 15 | 0.03% | 0.06% | 0.25% | Q3 2018 | Q1 2022 | 15 |
Sigma Planning Corp | 15 | 15 | 0.01% | 0.04% | 0.07% | Q1 2020 | Q3 2023 | 15 |
Vision Capital Management, Inc. | 15 | 15 | 0.07% | 0.10% | 0.16% | Q1 2020 | Q3 2023 | 15 |
Sharkey, Howes & Javer | 15 | 15 | 0.14% | 1.75% | 4.00% | Q1 2020 | Q3 2023 | 15 |
Highland Private Wealth Management | 15 | 15 | 0.57% | 0.79% | 0.94% | Q1 2019 | Q3 2022 | 15 |
CABOT WEALTH MANAGEMENT INC | 14 | 1 | 0.04% | 0.09% | 0.12% | Q4 2019 | Q3 2023 | 15 |
RHS Financial, LLC | 15 | 15 | 0.50% | 0.69% | 1.16% | Q1 2020 | Q3 2023 | 15 |
AE Wealth Management LLC | 15 | 15 | 0.00% | 0.04% | 0.12% | Q1 2020 | Q3 2023 | 15 |
Orion Portfolio Solutions, LLC | 15 | 15 | 0.01% | 0.04% | 0.11% | Q1 2020 | Q3 2023 | 15 |
STIFEL FINANCIAL CORP | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Integrated Wealth Concepts LLC | 15 | 15 | 0.05% | 0.27% | 0.75% | Q1 2020 | Q3 2023 | 15 |
HILLTOP WEALTH ADVISORS, LLC | 15 | 15 | 0.25% | 0.54% | 1.00% | Q1 2020 | Q3 2023 | 15 |
WealthShield Partners, LLC | 15 | 15 | 0.15% | 0.80% | 1.65% | Q1 2020 | Q3 2023 | 15 |
PRUDENTIAL FINANCIAL INC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
C-J Advisory, Inc. | 15 | 15 | 0.05% | 0.64% | 1.15% | Q1 2018 | Q3 2021 | 15 |
REDW Wealth LLC | 15 | 15 | 0.16% | 0.21% | 0.30% | Q1 2020 | Q3 2023 | 15 |
Physician Wealth Advisors, Inc. | 15 | 15 | 0.22% | 0.56% | 1.88% | Q1 2020 | Q3 2023 | 15 |
Capital Analysts, LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
NATIXIS ADVISORS, L.P. | 8 | 7 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 15 |
RAYMOND JAMES & ASSOCIATES | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
RAYMOND JAMES TRUST N.A. | 15 | 15 | 0.02% | 0.03% | 0.03% | Q1 2020 | Q3 2023 | 15 |
B. Riley Wealth Advisors, Inc. | 15 | 15 | 0.02% | 0.17% | 0.40% | Q1 2020 | Q3 2023 | 15 |
Sugarloaf Wealth Management, LLC | 15 | 15 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 15 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 15 | 15 | 0.20% | 0.75% | 1.10% | Q1 2020 | Q3 2023 | 15 |
NewEdge Advisors, LLC | 15 | 15 | 0.04% | 0.29% | 0.73% | Q1 2020 | Q3 2023 | 15 |
Cypress Wealth Services, LLC | 15 | 15 | 0.25% | 1.05% | 1.77% | Q1 2020 | Q3 2023 | 15 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 14 | 14 | 0.19% | 1.05% | 1.61% | Q2 2020 | Q3 2023 | 14 |
Sand Hill Global Advisors, LLC | 14 | 14 | 0.13% | 0.19% | 0.24% | Q2 2020 | Q3 2023 | 14 |
QUADRANT CAPITAL GROUP LLC | 14 | 14 | 0.16% | 0.40% | 0.74% | Q2 2020 | Q3 2023 | 14 |
RFG Advisory, LLC | 14 | 14 | 0.01% | 0.27% | 0.66% | Q1 2020 | Q2 2023 | 14 |
Avior Wealth Management, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Avidian Wealth Solutions, LLC | 14 | 14 | 0.02% | 0.06% | 0.14% | Q2 2020 | Q3 2023 | 14 |
American Portfolios Advisors | 11 | 3 | 0.00% | 0.02% | 0.05% | Q1 2018 | Q3 2022 | 14 |
Cornerstone Wealth Management, LLC | 10 | 1 | 0.00% | 0.09% | 0.30% | Q2 2018 | Q3 2023 | 14 |
ONE Advisory Partners, LLC | 14 | 14 | 0.36% | 3.09% | 7.32% | Q2 2020 | Q3 2023 | 14 |
Boston Standard Wealth Management, LLC | 14 | 14 | 0.09% | 0.11% | 0.12% | Q3 2020 | Q4 2023 | 14 |
Relyea Zuckerberg Hanson LLC | 14 | 14 | 0.17% | 0.28% | 0.42% | Q2 2020 | Q3 2023 | 14 |
Horst & Graben Wealth Management LLC | 13 | 1 | 0.14% | 0.26% | 0.73% | Q1 2020 | Q3 2023 | 14 |
Hardy Reed LLC | 14 | 14 | 0.06% | 0.07% | 0.09% | Q2 2020 | Q3 2023 | 14 |
Venturi Wealth Management, LLC | 11 | 3 | 0.01% | 0.13% | 0.29% | Q1 2020 | Q3 2023 | 14 |
J.P. Morgan Private Wealth Advisors LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Parsec Financial Management, Inc. | 14 | 14 | 0.02% | 0.10% | 0.16% | Q4 2019 | Q1 2023 | 14 |
Perennial Investment Advisors, LLC | 14 | 14 | 0.09% | 0.19% | 0.28% | Q2 2020 | Q3 2023 | 14 |
Affiance Financial, LLC | 14 | 14 | 0.15% | 0.36% | 0.58% | Q2 2020 | Q3 2023 | 14 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2019 | 14 |
PFS INVESTMENTS INC. | 14 | 14 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q2 2023 | 14 |
Rothschild & Co Wealth Management UK Ltd | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 1 | 0.01% | 0.03% | 0.04% | Q2 2018 | Q4 2022 | 14 |
Pensionmark Financial Group, LLC | 14 | 14 | 0.05% | 0.17% | 0.40% | Q2 2020 | Q3 2023 | 14 |
C M BIDWELL & ASSOCIATES LTD | 14 | 14 | 0.02% | 0.05% | 0.07% | Q2 2020 | Q3 2023 | 14 |
Carroll Financial Associates, Inc. | 11 | 3 | 0.00% | 0.00% | 0.03% | Q2 2017 | Q4 2021 | 14 |
Larson Financial Group LLC | 14 | 14 | 0.01% | 0.05% | 0.09% | Q2 2020 | Q3 2023 | 14 |
SigFig Wealth Management, LLC | 14 | 14 | 0.05% | 0.13% | 0.25% | Q2 2020 | Q3 2023 | 14 |
Aptus Capital Advisors, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
GenTrust, LLC | 14 | 14 | 0.02% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 14 |
SEI INVESTMENTS CO | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
TimeScale Financial, Inc. | 14 | 14 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q2 2023 | 14 |
Chesley Taft & Associates LLC | 13 | 1 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q1 2022 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 14 |
WRAPMANAGER INC | 14 | 14 | 1.01% | 1.46% | 1.77% | Q2 2020 | Q3 2023 | 14 |
Keel Point, LLC | 8 | 6 | 0.06% | 0.10% | 0.15% | Q3 2019 | Q3 2023 | 14 |
Institute for Wealth Management, LLC. | 13 | 1 | 0.00% | 0.12% | 0.16% | Q4 2019 | Q3 2023 | 14 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
SIGMA INVESTMENT COUNSELORS INC | 12 | 1 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 13 |
Financial Advocates Investment Management | 10 | 3 | 0.02% | 0.06% | 0.13% | Q1 2020 | Q2 2023 | 13 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 13 | 13 | 0.00% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Capital Investment Advisory Services, LLC | 12 | 1 | 0.00% | 0.12% | 0.23% | Q1 2020 | Q3 2023 | 13 |
Financial Partners Group, Inc | 13 | 13 | 0.10% | 0.21% | 0.40% | Q3 2020 | Q3 2023 | 13 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 9 | 4 | 0.02% | 0.20% | 0.83% | Q4 2017 | Q3 2021 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.01% | 0.02% | 0.09% | Q3 2020 | Q3 2023 | 13 |
PRUDENTIAL PLC | 12 | 1 | 0.01% | 1.36% | 4.68% | Q2 2019 | Q3 2023 | 13 |
Allworth Financial LP | 12 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 13 |
PFG Advisors | 13 | 13 | 0.02% | 0.13% | 0.28% | Q3 2020 | Q3 2023 | 13 |
Kingsview Wealth Management, LLC | 7 | 6 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 13 |
M&T BANK CORP | 13 | 13 | 0.00% | 0.05% | 0.07% | Q3 2020 | Q3 2023 | 13 |
HM PAYSON & CO | 13 | 13 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2022 | 13 |
Trilogy Capital Inc. | 13 | 13 | 0.02% | 0.04% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Tower Research Capital LLC (TRC) | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 13 |
Austin Private Wealth, LLC | 12 | 1 | 0.04% | 0.15% | 0.45% | Q1 2020 | Q3 2023 | 13 |
Corrigan Financial, Inc. | 13 | 13 | 0.09% | 0.11% | 0.12% | Q3 2020 | Q3 2023 | 13 |
Haverford Trust Co | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.02% | 0.11% | 0.24% | Q3 2020 | Q3 2023 | 13 |
Ancora Advisors LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Arbor Investment Advisors, LLC | 8 | 5 | 0.05% | 0.07% | 0.08% | Q1 2019 | Q2 2022 | 13 |
Bigelow Investment Advisors, LLC | 12 | 1 | 0.12% | 0.13% | 0.16% | Q4 2019 | Q3 2023 | 13 |
HARBOR INVESTMENT ADVISORY, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Valeo Financial Advisors, LLC | 9 | 4 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 13 |
TRANSCEND CAPITAL ADVISORS, LLC | 13 | 13 | 0.02% | 0.31% | 1.22% | Q2 2020 | Q2 2023 | 13 |
Tortoise Investment Management, LLC | 13 | 13 | 0.00% | 0.02% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Icon Wealth Partners, LLC | 10 | 3 | 0.42% | 1.27% | 2.37% | Q1 2020 | Q3 2023 | 13 |
Autus Asset Management, LLC | 13 | 13 | 0.03% | 0.07% | 0.09% | Q4 2019 | Q4 2022 | 13 |
Intelligence Driven Advisers, LLC | 13 | 13 | 0.11% | 0.82% | 1.55% | Q3 2020 | Q3 2023 | 13 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
MATHER GROUP, LLC. | 13 | 13 | 0.01% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 13 |
Baron Financial Group, LLC | 13 | 13 | 0.93% | 1.01% | 1.10% | Q3 2020 | Q3 2023 | 13 |
Day & Ennis, LLC | 13 | 13 | 0.12% | 1.27% | 2.23% | Q1 2020 | Q1 2023 | 13 |
FINANCIAL MANAGEMENT NETWORK INC | 12 | 12 | 0.10% | 0.20% | 0.28% | Q4 2020 | Q3 2023 | 12 |
PAX Financial Group, LLC | 12 | 12 | 0.22% | 2.64% | 4.49% | Q4 2019 | Q3 2022 | 12 |
FINANCIAL COUNSELORS INC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Wealth Alliance | 12 | 12 | 0.09% | 0.35% | 0.77% | Q4 2020 | Q3 2023 | 12 |
Renaissance Technologies | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 12 |
Goodwin Investment Advisory | 12 | 12 | 0.15% | 1.40% | 3.48% | Q4 2020 | Q3 2023 | 12 |
One Wealth Advisors, LLC | 12 | 12 | 0.29% | 0.52% | 0.98% | Q4 2020 | Q3 2023 | 12 |
Laurel Wealth Planning LLC | 12 | 12 | 1.10% | 1.71% | 3.13% | Q4 2020 | Q3 2023 | 12 |
True Link Financial Advisors, LLC | 12 | 12 | 0.09% | 1.16% | 2.20% | Q4 2020 | Q3 2023 | 12 |
Belpointe Asset Management LLC | 11 | 1 | 0.01% | 0.02% | 0.09% | Q1 2020 | Q1 2023 | 12 |
High Note Wealth, LLC | 12 | 12 | 3.26% | 4.32% | 5.88% | Q4 2020 | Q3 2023 | 12 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 12 | 12 | 0.02% | 0.09% | 0.15% | Q4 2019 | Q3 2022 | 12 |
Regal Investment Advisors LLC | 10 | 1 | 0.03% | 0.17% | 0.39% | Q2 2020 | Q3 2023 | 12 |
Bond & Devick Financial Network, Inc. | 12 | 12 | 0.31% | 0.59% | 0.98% | Q4 2020 | Q3 2023 | 12 |
EVERGREEN CAPITAL MANAGEMENT LLC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
COMERICA SECURITIES,INC. | 12 | 12 | 0.01% | 0.34% | 0.69% | Q1 2020 | Q4 2022 | 12 |
Octavia Wealth Advisors, LLC | 12 | 12 | 0.09% | 2.47% | 4.74% | Q4 2020 | Q3 2023 | 12 |
TriaGen Wealth Management LLC | 12 | 12 | 0.25% | 0.56% | 0.84% | Q4 2020 | Q3 2023 | 12 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 12 | 12 | 0.04% | 0.09% | 0.18% | Q4 2020 | Q3 2023 | 12 |
TUCKER ASSET MANAGEMENT LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Stone House Investment Management, LLC | 11 | 1 | 0.00% | 2.55% | 4.96% | Q1 2020 | Q1 2023 | 12 |
MEEDER ASSET MANAGEMENT INC | 12 | 12 | 0.00% | 0.02% | 0.07% | Q4 2019 | Q3 2022 | 12 |
BerganKDV Wealth Management, LLC | 12 | 12 | 0.01% | 0.05% | 0.08% | Q3 2020 | Q2 2023 | 12 |
COMMERCE BANK | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Cerity Partners LLC | 12 | 12 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Keebeck Wealth Management, LLC | 12 | 12 | 0.12% | 0.24% | 0.35% | Q4 2020 | Q3 2023 | 12 |
BOURGEON CAPITAL MANAGEMENT LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
FLC Capital Advisors | 12 | 12 | 0.07% | 1.09% | 2.22% | Q1 2020 | Q4 2022 | 12 |
HUNTINGTON NATIONAL BANK | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 12 |
Portland Global Advisors LLC | 12 | 12 | 0.04% | 0.06% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Apella Capital, LLC | 9 | 3 | 0.11% | 0.18% | 0.29% | Q4 2020 | Q4 2023 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.04% | 0.10% | 0.20% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.18% | 0.58% | 1.28% | Q4 2020 | Q3 2023 | 12 |
IFG Advisory, LLC | 12 | 12 | 0.02% | 0.07% | 0.12% | Q2 2020 | Q1 2023 | 12 |
Successful Portfolios LLC | 11 | 11 | 0.15% | 0.38% | 0.67% | Q1 2020 | Q3 2022 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.01% | 0.09% | 0.21% | Q4 2020 | Q2 2023 | 11 |
55I, LLC | 11 | 11 | 0.56% | 1.71% | 3.28% | Q1 2020 | Q3 2022 | 11 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 11 | 11 | 0.21% | 0.31% | 0.42% | Q1 2021 | Q3 2023 | 11 |
Arete Wealth Advisors, LLC | 11 | 11 | 0.03% | 0.09% | 0.18% | Q4 2020 | Q2 2023 | 11 |
Lumature Wealth Partners, LLC | 11 | 11 | 0.02% | 0.12% | 0.57% | Q4 2020 | Q2 2023 | 11 |
Bay Harbor Wealth Management, LLC | 11 | 11 | 0.12% | 1.18% | 2.05% | Q1 2020 | Q3 2022 | 11 |
Center for Financial Planning, Inc. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Bogart Wealth, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
JMG Financial Group, Ltd. | 11 | 11 | 0.02% | 0.06% | 0.15% | Q1 2021 | Q3 2023 | 11 |
Addison Advisors LLC | 10 | 1 | 0.19% | 0.34% | 0.66% | Q4 2020 | Q3 2023 | 11 |
Orgel Wealth Management, LLC | 11 | 11 | 0.04% | 0.14% | 0.26% | Q1 2021 | Q3 2023 | 11 |
STALEY CAPITAL ADVISERS INC | 11 | 11 | 0.05% | 0.07% | 0.09% | Q1 2021 | Q3 2023 | 11 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 11 | 11 | 0.04% | 0.05% | 0.07% | Q1 2021 | Q3 2023 | 11 |
Atria Investments, Inc | 11 | 11 | 0.05% | 0.28% | 0.48% | Q1 2020 | Q3 2022 | 11 |
Plancorp, LLC | 11 | 11 | 0.02% | 0.03% | 0.06% | Q1 2021 | Q3 2023 | 11 |
MCIA Inc | 10 | 1 | 1.45% | 2.83% | 4.21% | Q1 2020 | Q4 2022 | 11 |
Spectrum Management Group, LLC | 11 | 11 | 0.28% | 1.10% | 1.95% | Q1 2020 | Q3 2022 | 11 |
Stratos Wealth Advisors, LLC | 10 | 1 | 0.02% | 0.06% | 0.12% | Q1 2020 | Q3 2023 | 11 |
Concorde Asset Management, LLC | 11 | 11 | 0.52% | 1.43% | 2.97% | Q1 2020 | Q3 2022 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.03% | 0.07% | Q1 2021 | Q3 2023 | 11 |
4Thought Financial Group Inc. | 11 | 11 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
STRATEGY ASSET MANAGERS LLC | 7 | 4 | 0.07% | 0.16% | 0.27% | Q3 2020 | Q2 2023 | 11 |
Quadrant Private Wealth Management, LLC | 7 | 4 | 0.07% | 0.15% | 0.21% | Q4 2020 | Q3 2023 | 11 |
Summit Wealth Group, LLC | 11 | 11 | 0.10% | 0.59% | 0.88% | Q1 2021 | Q3 2023 | 11 |
Frisch Financial Group, Inc. | 11 | 11 | 0.08% | 0.16% | 0.19% | Q4 2020 | Q2 2023 | 11 |
MASSMUTUAL TRUST CO FSB/ADV | 11 | 11 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q4 2022 | 11 |
Trek Financial, LLC | 11 | 11 | 0.08% | 0.28% | 0.47% | Q1 2020 | Q3 2022 | 11 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 11 | 11 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
EQ LLC | 11 | 11 | 2.07% | 3.04% | 5.59% | Q4 2020 | Q2 2023 | 11 |
SIGNATUREFD, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
CreativeOne Wealth, LLC | 11 | 11 | 0.02% | 0.28% | 0.84% | Q4 2020 | Q2 2023 | 11 |
Iron Horse Wealth Management, LLC | 7 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 11 |
REGIONS FINANCIAL CORP | 6 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2021 | 11 |
PATTON ALBERTSON MILLER GROUP, LLC | 11 | 11 | 0.05% | 0.20% | 0.41% | Q1 2020 | Q3 2022 | 11 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 11 | 11 | 0.01% | 0.04% | 0.10% | Q2 2018 | Q4 2020 | 11 |
BROWN BROTHERS HARRIMAN & CO | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Meridian Wealth Partners, LLC | 11 | 11 | 0.05% | 0.27% | 1.28% | Q1 2021 | Q3 2023 | 11 |
Opes Wealth Management LLC | 11 | 11 | 0.10% | 0.17% | 0.27% | Q1 2021 | Q3 2023 | 11 |
CAMBRIDGE TRUST CO | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
TRUE Private Wealth Advisors | 11 | 11 | 0.00% | 0.37% | 0.53% | Q4 2019 | Q2 2022 | 11 |
Invst, LLC | 11 | 11 | 0.21% | 0.75% | 1.54% | Q1 2020 | Q3 2022 | 11 |
FDx Advisors, Inc. | 11 | 11 | 0.01% | 0.02% | 0.07% | Q4 2020 | Q2 2023 | 11 |
OmniStar Financial Group, Inc. | 7 | 4 | 0.26% | 0.51% | 0.86% | Q1 2020 | Q4 2022 | 11 |
NWAM LLC | 10 | 1 | 0.03% | 0.21% | 0.47% | Q2 2020 | Q1 2023 | 11 |
Morningstar Investment Services LLC | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Newbridge Financial Services Group, Inc. | 11 | 11 | 0.00% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Acorns Advisers, LLC | 10 | 10 | 0.10% | 0.28% | 0.38% | Q2 2021 | Q3 2023 | 10 |
Williams Financial, LLC | 6 | 1 | 0.21% | 2.07% | 4.92% | Q4 2020 | Q3 2023 | 10 |
Cribstone Capital Management, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q4 2022 | 10 |
Tri-Star Advisors Inc. | 10 | 10 | 0.60% | 2.96% | 5.57% | Q2 2020 | Q3 2022 | 10 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 8 | 1 | 0.01% | 0.06% | 0.10% | Q4 2019 | Q3 2023 | 10 |
WIT, LLC | 10 | 10 | 0.13% | 0.42% | 0.86% | Q2 2021 | Q3 2023 | 10 |
Oakworth Capital, Inc. | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 10 | 10 | 0.01% | 0.10% | 0.21% | Q4 2020 | Q1 2023 | 10 |
OLD MISSION CAPITAL LLC | 8 | 1 | 0.05% | 0.45% | 1.04% | Q3 2018 | Q3 2023 | 10 |
Neumann Capital Management, LLC | 10 | 10 | 0.22% | 0.41% | 0.50% | Q2 2021 | Q3 2023 | 10 |
AlphaCore Capital LLC | 9 | 1 | 0.01% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 10 |
People's United Financial, Inc. | 10 | 10 | 0.02% | 0.08% | 0.14% | Q4 2019 | Q1 2022 | 10 |
SPINNAKER TRUST | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Private Capital Group, LLC | 10 | 10 | 0.00% | 0.17% | 0.31% | Q1 2020 | Q2 2022 | 10 |
NEXT Financial Group, Inc | 6 | 4 | 0.00% | 0.09% | 0.21% | Q2 2019 | Q4 2021 | 10 |
Concord Wealth Partners | 10 | 10 | 0.05% | 0.12% | 0.16% | Q2 2021 | Q3 2023 | 10 |
Qube Research & Technologies Ltd | 3 | 1 | 0.00% | 0.04% | 0.12% | Q1 2020 | Q3 2023 | 10 |
PDS Planning, Inc | 6 | 4 | 0.03% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 10 |
HC FINANCIAL ADVISORS INC | 10 | 10 | 0.03% | 0.04% | 0.06% | Q1 2020 | Q2 2022 | 10 |
SteelPeak Wealth, LLC | 7 | 3 | 0.07% | 0.66% | 1.50% | Q1 2020 | Q3 2022 | 10 |
McKinley Carter Wealth Services, Inc. | 10 | 10 | 0.02% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.05% | 0.07% | Q1 2021 | Q3 2023 | 10 |
SIGNET FINANCIAL MANAGEMENT, LLC | 7 | 3 | 0.01% | 0.04% | 0.09% | Q1 2018 | Q2 2022 | 10 |
MUFG Americas Holdings Corp | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 10 |
PrairieView Partners, LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
MARINO, STRAM & ASSOCIATES LLC | 9 | 1 | 0.07% | 0.09% | 0.10% | Q1 2021 | Q3 2023 | 10 |
Wealthfront Advisers LLC | 10 | 10 | 0.01% | 0.16% | 0.26% | Q2 2021 | Q3 2023 | 10 |
Bellwether Advisors, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 10 |
DOHJ, LLC | 9 | 9 | 0.18% | 0.49% | 0.77% | Q3 2021 | Q3 2023 | 9 |
Rain Capital Management, LLC | 9 | 9 | 0.28% | 0.37% | 0.44% | Q1 2021 | Q1 2023 | 9 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Ten Capital Wealth Advisors, LLC | 9 | 9 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q1 2023 | 9 |
Apollon Wealth Management, LLC | 8 | 1 | 0.00% | 0.05% | 0.12% | Q2 2020 | Q3 2023 | 9 |
Cougar Global Investments Ltd | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2020 | 9 |
V Wealth Advisors LLC | 9 | 9 | 0.04% | 0.12% | 0.28% | Q1 2020 | Q1 2022 | 9 |
Varma Mutual Pension Insurance Co | 5 | 4 | 0.86% | 2.42% | 4.47% | Q4 2018 | Q3 2021 | 9 |
VERUS CAPITAL PARTNERS, LLC | 7 | 2 | 0.00% | 0.06% | 0.11% | Q4 2019 | Q3 2023 | 9 |
Rosenberg Matthew Hamilton | 9 | 9 | 0.06% | 0.48% | 0.87% | Q3 2021 | Q3 2023 | 9 |
Hanlon Investment Management, Inc. | 9 | 9 | 0.07% | 0.20% | 0.48% | Q1 2020 | Q1 2022 | 9 |
Destiny Wealth Partners, LLC | 9 | 9 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q4 2022 | 9 |
PRINCIPAL FINANCIAL GROUP INC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 9 |
Private Portfolio Partners LLC | 9 | 9 | 0.22% | 0.38% | 0.58% | Q1 2020 | Q1 2022 | 9 |
FRANKLIN RESOURCES INC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Heritage Wealth Advisors | 9 | 9 | 0.00% | 0.02% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Braun-Bostich & Associates Inc. | 6 | 3 | 0.00% | 0.07% | 0.29% | Q1 2018 | Q2 2020 | 9 |
LINCOLN NATIONAL CORP | 9 | 9 | 0.01% | 0.02% | 0.06% | Q3 2021 | Q3 2023 | 9 |
First Ascent Asset Management, LLC | 9 | 9 | 0.12% | 0.24% | 0.30% | Q3 2021 | Q3 2023 | 9 |
Element Wealth, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2022 | 9 |
Bartlett & Co. LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q4 2023 | 9 |
TNF LLC | 9 | 9 | 0.40% | 0.81% | 1.52% | Q3 2021 | Q3 2023 | 9 |
Smart Portfolios, LLC | 5 | 4 | 0.36% | 0.70% | 0.92% | Q2 2021 | Q3 2023 | 9 |
Rehmann Capital Advisory Group | 5 | 2 | 0.00% | 0.02% | 0.03% | Q1 2019 | Q1 2023 | 9 |
Veracity Capital LLC | 9 | 9 | 0.07% | 0.19% | 0.38% | Q1 2020 | Q1 2022 | 9 |
CAHILL FINANCIAL ADVISORS INC | 9 | 9 | 0.05% | 0.10% | 0.16% | Q3 2021 | Q3 2023 | 9 |
Financial Enhancement Group LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q1 2020 | 9 |
COLDSTREAM CAPITAL MANAGEMENT INC | 5 | 4 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 9 |
BOKF, NA | 9 | 9 | 0.01% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 9 |
Advisor Group, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2019 | 9 |
Kovack Advisors, Inc. | 9 | 9 | 0.03% | 0.07% | 0.10% | Q2 2020 | Q2 2022 | 9 |
Cooper Financial Group | 9 | 9 | 0.06% | 0.40% | 2.38% | Q1 2020 | Q1 2022 | 9 |
IMPACTfolio, LLC | 9 | 9 | 3.96% | 5.80% | 6.60% | Q4 2021 | Q4 2023 | 9 |
Foundations Investment Advisors, LLC | 9 | 9 | 0.03% | 0.13% | 0.26% | Q3 2020 | Q3 2022 | 9 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 9 | 9 | 0.08% | 0.13% | 0.16% | Q2 2020 | Q2 2022 | 9 |
Waypoint Wealth Partners Inc. | 7 | 1 | 0.09% | 0.14% | 0.22% | Q4 2020 | Q3 2023 | 9 |
PITCAIRN CO | 8 | 1 | 0.08% | 0.13% | 0.17% | Q4 2020 | Q3 2023 | 9 |
Pine Haven Investment Counsel, Inc | 8 | 8 | 0.28% | 0.30% | 0.33% | Q4 2021 | Q3 2023 | 8 |
JONES FINANCIAL COMPANIES LLLP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Morton Brown Family Wealth, LLC | 8 | 8 | 0.08% | 0.11% | 0.17% | Q4 2021 | Q3 2023 | 8 |
Simmons Bank | 8 | 8 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q1 2023 | 8 |
Long Run Wealth Advisors, LLC | 8 | 8 | 0.13% | 0.18% | 0.23% | Q4 2021 | Q3 2023 | 8 |
RTD Financial Advisors, Inc. | 8 | 8 | 0.07% | 0.09% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Morling Financial Advisors, LLC | 8 | 8 | 0.35% | 1.06% | 1.45% | Q4 2021 | Q3 2023 | 8 |
OLIO Financial Planning | 8 | 8 | 0.17% | 0.21% | 0.25% | Q4 2021 | Q3 2023 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.11% | 0.13% | 0.15% | Q4 2021 | Q3 2023 | 8 |
REGATTA CAPITAL GROUP, LLC | 8 | 8 | 0.29% | 0.33% | 0.40% | Q4 2021 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Objective Capital Management, LLC | 8 | 8 | 0.99% | 1.20% | 1.40% | Q4 2021 | Q3 2023 | 8 |
Amundi | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Stratos Wealth Partners, LTD. | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Gradient Investments LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Ledyard National Bank | 8 | 8 | 0.62% | 1.18% | 1.53% | Q3 2020 | Q2 2022 | 8 |
Golden State Wealth Management, LLC | 7 | 1 | 0.01% | 0.07% | 0.16% | Q1 2020 | Q1 2022 | 8 |
ALLIANCEBERNSTEIN L.P. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Baldrige Asset Management LLC | 8 | 8 | 0.03% | 0.08% | 0.13% | Q2 2021 | Q1 2023 | 8 |
HawsGoodwin Investment Management LLC | 8 | 8 | 1.78% | 4.70% | 5.95% | Q1 2020 | Q4 2021 | 8 |
Quent Capital, LLC | 8 | 8 | 0.38% | 0.74% | 1.04% | Q4 2021 | Q3 2023 | 8 |
Stonebridge Financial Planning Group, LLC | 8 | 8 | 0.00% | 0.02% | 0.03% | Q1 2020 | Q4 2021 | 8 |
Level Financial Advisors | 8 | 8 | 0.00% | 0.02% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.06% | 0.08% | 0.09% | Q3 2021 | Q3 2023 | 8 |
GRIMES & COMPANY, INC. | 6 | 2 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q2 2023 | 8 |
Rede Wealth, LLC | 7 | 1 | 0.11% | 0.32% | 0.43% | Q4 2020 | Q4 2022 | 8 |
Leverty Financial Group, LLC | 8 | 8 | 0.01% | 0.18% | 0.28% | Q4 2021 | Q3 2023 | 8 |
YorkBridge Wealth Partners, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q2 2019 | 8 |
GLENMEDE TRUST CO NA | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Willow Creek Wealth Management Inc. | 8 | 8 | 0.05% | 0.13% | 0.29% | Q3 2020 | Q2 2022 | 8 |
FIRETHORN WEALTH PARTNERS, LLC | 5 | 3 | 0.17% | 1.38% | 3.33% | Q4 2020 | Q4 2022 | 8 |
Charter Oak Capital Management, LLC | 8 | 8 | 0.01% | 0.04% | 0.05% | Q4 2020 | Q3 2022 | 8 |
Dorsey & Whitney Trust CO LLC | 8 | 8 | 0.05% | 0.06% | 0.07% | Q3 2020 | Q2 2022 | 8 |
Truadvice, LLC | 8 | 8 | 0.17% | 0.54% | 0.84% | Q3 2020 | Q2 2022 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.03% | 0.08% | Q4 2021 | Q3 2023 | 8 |
MOLLER WEALTH PARTNERS | 8 | 8 | 0.08% | 0.08% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Chicago Partners Investment Group LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q2 2023 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.04% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Arkadios Wealth Advisors | 8 | 8 | 0.00% | 0.26% | 0.76% | Q4 2019 | Q3 2021 | 8 |
Keystone Financial Services | 8 | 8 | 0.12% | 0.95% | 3.17% | Q4 2021 | Q3 2023 | 8 |
Kelman-Lazarov, Inc. | 8 | 8 | 0.07% | 0.09% | 0.09% | Q4 2020 | Q3 2022 | 8 |
Miracle Mile Advisors, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 8 | 8 | 0.00% | 0.07% | 0.56% | Q1 2019 | Q4 2020 | 8 |
LexAurum Advisors, LLC | 8 | 8 | 0.09% | 0.12% | 0.19% | Q3 2020 | Q2 2022 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
DHK Financial Advisors, Inc. | 8 | 8 | 0.20% | 0.32% | 0.43% | Q4 2021 | Q3 2023 | 8 |
GRAND WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.02% | 0.05% | Q4 2021 | Q3 2023 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
LifePlan Financial Group, Inc | 8 | 8 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2020 | 8 |
Intergy Private Wealth, LLC | 8 | 8 | 0.46% | 1.76% | 2.58% | Q4 2021 | Q3 2023 | 8 |
Mariner, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Parcion Private Wealth LLC | 8 | 8 | 0.08% | 0.12% | 0.17% | Q1 2020 | Q4 2021 | 8 |
Laird Norton Wetherby Wealth Management, LLC | 5 | 1 | 0.03% | 0.06% | 0.09% | Q4 2020 | Q3 2023 | 8 |
Fort Point Capital Partners LLC | 8 | 8 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Gould Capital, LLC | 8 | 8 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
3D/L Capital Management, LLC | 4 | 1 | 0.06% | 0.07% | 0.08% | Q1 2021 | Q3 2023 | 8 |
FLOW TRADERS U.S. LLC | 2 | 1 | 0.02% | 0.19% | 0.77% | Q3 2018 | Q2 2023 | 8 |
Brooklyn FI, LLC | 8 | 8 | 0.17% | 0.45% | 0.91% | Q4 2021 | Q3 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Mirae Asset Global Investments Co., Ltd. | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
PSI Advisors, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.06% | 0.09% | 0.19% | Q4 2021 | Q3 2023 | 8 |
Capasso Planning Partners LLC | 8 | 8 | 0.15% | 0.17% | 0.20% | Q4 2021 | Q3 2023 | 8 |
HOWE & RUSLING INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Sullivan, Bruyette, Speros & Blaney, LLC | 7 | 7 | 0.02% | 0.03% | 0.05% | Q3 2019 | Q1 2021 | 7 |
Horizons Wealth Management | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q4 2023 | 7 |
Copperleaf Capital, LLC | 3 | 1 | 0.24% | 0.85% | 1.45% | Q1 2020 | Q3 2023 | 7 |
SVB WEALTH LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
MOTCO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Paracle Advisors, LLC | 5 | 2 | 0.05% | 0.08% | 0.09% | Q1 2019 | Q1 2021 | 7 |
Carnegie Capital Asset Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2022 | 7 |
TFO Wealth Partners, LLC | 7 | 7 | 0.00% | 0.05% | 0.30% | Q1 2022 | Q3 2023 | 7 |
Veritable, L.P. | 6 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2020 | 7 |
Warren Street Wealth Advisors, LLC | 7 | 7 | 0.20% | 0.23% | 0.27% | Q1 2022 | Q3 2023 | 7 |
Aaron Wealth Advisors LLC | 7 | 7 | 0.04% | 0.11% | 0.15% | Q1 2021 | Q3 2022 | 7 |
Stokes Family Office, LLC | 6 | 1 | 0.03% | 0.05% | 0.05% | Q4 2021 | Q3 2023 | 7 |
O'Brien Wealth Partners LLC | 6 | 1 | 0.11% | 0.15% | 0.30% | Q1 2020 | Q3 2022 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q2 2022 | 7 |
CFS Investment Advisory Services, LLC | 6 | 1 | 0.06% | 0.12% | 0.27% | Q4 2020 | Q4 2022 | 7 |
One Capital Management, LLC | 4 | 3 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Operose Advisors LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Trust Co | 7 | 7 | 0.12% | 0.14% | 0.16% | Q1 2022 | Q3 2023 | 7 |
CGN Advisors LLC | 3 | 1 | 0.03% | 0.07% | 0.13% | Q4 2020 | Q3 2023 | 7 |
Elmwood Wealth Management, Inc. | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q4 2021 | 7 |
Lantz Financial LLC | 7 | 7 | 0.12% | 0.29% | 0.46% | Q1 2021 | Q3 2022 | 7 |
W ADVISORS, LLC | 5 | 2 | 0.43% | 0.48% | 0.53% | Q4 2021 | Q3 2023 | 7 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 7 | 7 | 0.09% | 0.14% | 0.18% | Q1 2020 | Q3 2021 | 7 |
TCI Wealth Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 7 |
Disciplined Investments, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2023 | 7 |
First Heartland Consultants, Inc. | 7 | 7 | 0.01% | 0.06% | 0.08% | Q2 2020 | Q4 2021 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.03% | 0.09% | 0.23% | Q1 2022 | Q3 2023 | 7 |
TD Capital Management LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.77% | 1.05% | 1.59% | Q1 2021 | Q4 2022 | 7 |
UNIONVIEW, LLC | 7 | 7 | 0.32% | 0.37% | 0.42% | Q1 2022 | Q3 2023 | 7 |
SWMG, LLC | 6 | 1 | 0.51% | 2.82% | 4.29% | Q4 2020 | Q3 2022 | 7 |
BOK Financial Private Wealth, Inc. | 7 | 7 | 0.00% | 0.02% | 0.06% | Q1 2022 | Q3 2023 | 7 |
APPLETON PARTNERS INC/MA | 4 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2023 | 7 |
Ascent Group, LLC | 7 | 7 | 0.03% | 0.05% | 0.06% | Q4 2021 | Q2 2023 | 7 |
TCWP LLC | 7 | 7 | 0.04% | 0.07% | 0.11% | Q4 2021 | Q2 2023 | 7 |
Csenge Advisory Group | 7 | 7 | 0.02% | 0.05% | 0.08% | Q1 2021 | Q3 2022 | 7 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 7 | 7 | 0.35% | 0.56% | 0.74% | Q1 2022 | Q3 2023 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.01% | 0.07% | 0.31% | Q1 2022 | Q3 2023 | 7 |
Money Design Co.,Ltd. | 7 | 7 | 0.72% | 0.81% | 0.87% | Q1 2022 | Q3 2023 | 7 |
Cardinal Strategic Wealth Guidance | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Endurance Wealth Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
WEDBUSH SECURITIES INC | 5 | 1 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 6 |
Spearhead Capital Advisors, LLC | 4 | 2 | 0.03% | 0.04% | 0.05% | Q3 2020 | Q2 2022 | 6 |
Clear Perspectives Financial Planning, LLC | 6 | 6 | 0.01% | 0.05% | 0.08% | Q4 2020 | Q1 2022 | 6 |
Clear Creek Financial Management, LLC | 4 | 1 | 0.05% | 0.14% | 0.18% | Q2 2020 | Q1 2022 | 6 |
Intrua Financial, LLC | 6 | 6 | 0.07% | 0.18% | 0.27% | Q1 2021 | Q2 2022 | 6 |
Wescott Financial Advisory Group, LLC | 6 | 6 | 0.05% | 0.22% | 0.28% | Q2 2022 | Q3 2023 | 6 |
Key FInancial Inc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Fortis Capital Management LLC | 6 | 6 | 0.11% | 0.17% | 0.23% | Q2 2022 | Q3 2023 | 6 |
Smithfield Trust Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Live Your Vision, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
Riverwater Partners LLC | 6 | 6 | 0.24% | 0.64% | 1.29% | Q4 2021 | Q1 2023 | 6 |
SIMON QUICK ADVISORS, LLC | 6 | 6 | 0.02% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Allianz Asset Management GmbH | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Homrich & Berg | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2021 | 6 |
Global Trust Asset Management, LLC | 6 | 6 | 0.31% | 0.43% | 0.61% | Q4 2018 | Q1 2020 | 6 |
Sound Income Strategies, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2022 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.05% | 0.23% | Q2 2022 | Q3 2023 | 6 |
Karn, Couzens & Associates, Inc. | 6 | 6 | 0.28% | 0.46% | 0.80% | Q4 2020 | Q1 2022 | 6 |
Lindbrook Capital, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q4 2022 | 6 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
Legacy Financial Advisors, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 6 |
STEPHENS INC /AR/ | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Wharton Business Group, LLC | 6 | 6 | 0.01% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Kistler-Tiffany Companies, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 6 |
SYNOVUS FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2020 | 6 |
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | 3 | 3 | 0.15% | 0.31% | 0.49% | Q1 2022 | Q3 2023 | 6 |
Crumly & Associates Inc. | 6 | 6 | 1.79% | 3.15% | 4.37% | Q4 2020 | Q1 2022 | 6 |
Lineweaver Wealth Advisors, LLC | 5 | 1 | 0.08% | 2.60% | 4.64% | Q1 2020 | Q1 2022 | 6 |
ASPIRIANT, LLC | 5 | 1 | 0.01% | 0.06% | 0.11% | Q4 2021 | Q2 2023 | 6 |
Kalos Management, Inc. | 6 | 6 | 0.06% | 0.09% | 0.13% | Q3 2020 | Q4 2021 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.06% | 0.06% | 0.07% | Q2 2022 | Q3 2023 | 6 |
Biltmore Capital Advisors LLC | 6 | 6 | 0.11% | 1.03% | 1.56% | Q3 2020 | Q4 2021 | 6 |
TIAA, FSB | 6 | 6 | 0.03% | 0.47% | 0.56% | Q1 2022 | Q2 2023 | 6 |
Covington Capital Management | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2022 | 6 |
StoneX Group Inc. | 6 | 6 | 0.07% | 0.08% | 0.10% | Q3 2020 | Q4 2021 | 6 |
Sunbelt Securities, Inc. | 3 | 3 | 0.01% | 0.04% | 0.08% | Q1 2021 | Q3 2023 | 6 |
Prosperity Planning, Inc. | 6 | 6 | 0.05% | 0.13% | 0.25% | Q4 2020 | Q1 2022 | 6 |
Western Wealth Management, LLC | 3 | 1 | 0.02% | 0.06% | 0.08% | Q2 2020 | Q2 2022 | 6 |
Strategic Point Investment Advisors, LLC | 6 | 6 | 0.11% | 0.12% | 0.12% | Q4 2020 | Q1 2022 | 6 |
Omega Financial Group, LLC | 6 | 6 | 0.25% | 0.51% | 0.65% | Q2 2022 | Q3 2023 | 6 |
Marks Group Wealth Management, Inc | 6 | 6 | 0.06% | 0.23% | 0.44% | Q2 2021 | Q3 2022 | 6 |
Bangor Savings Bank | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Rockbridge Investment Management, LCC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2021 | 6 |
UMB Bank, n.a. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Wade Financial Advisory, Inc | 3 | 3 | 0.11% | 0.14% | 0.19% | Q1 2022 | Q3 2023 | 6 |
CREDIT SUISSE AG/ | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q4 2022 | 6 |
Apeiron RIA LLC | 3 | 2 | 0.05% | 0.21% | 0.31% | Q2 2022 | Q3 2023 | 5 |
BARCLAYS PLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Virtus Investment Advisers, Inc. | 5 | 5 | 0.47% | 1.01% | 1.64% | Q3 2022 | Q3 2023 | 5 |
JB Capital LLC | 5 | 5 | 0.48% | 1.64% | 2.94% | Q3 2021 | Q3 2022 | 5 |
Selective Wealth Management, Inc. | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2022 | 5 |
GPS Wealth Strategies Group, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.01% | 0.03% | 0.05% | Q4 2021 | Q4 2022 | 5 |
Bison Wealth, LLC | 5 | 5 | 0.01% | 0.03% | 0.03% | Q3 2020 | Q3 2021 | 5 |
Vontobel Holding Ltd. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Weil Company, Inc. | 5 | 5 | 0.15% | 0.27% | 0.31% | Q3 2022 | Q3 2023 | 5 |
Eudaimonia Partners, LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q1 2021 | 5 |
Main Street Financial Solutions, LLC | 5 | 5 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q4 2021 | 5 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
My Legacy Advisors, LLC | 5 | 5 | 0.13% | 0.18% | 0.22% | Q2 2022 | Q2 2023 | 5 |
Choate Investment Advisors | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
Midwest Heritage Bank, FSB | 5 | 5 | 0.20% | 0.28% | 0.40% | Q4 2021 | Q4 2022 | 5 |
Merriman Wealth Management, LLC | 3 | 2 | 0.01% | 0.11% | 0.20% | Q2 2019 | Q1 2022 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 5 |
TrueWealth Advisors, LLC | 5 | 5 | 0.09% | 0.16% | 0.25% | Q1 2021 | Q1 2022 | 5 |
BRINKER CAPITAL INC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q2 2020 | 5 |
PFM Asset Management LLC | 5 | 5 | 0.04% | 0.10% | 0.16% | Q3 2020 | Q3 2021 | 5 |
McClarren Financial Advisors, Inc. | 5 | 5 | 0.10% | 0.14% | 0.18% | Q3 2022 | Q3 2023 | 5 |
Acropolis Investment Management, LLC | 3 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
BSW Wealth Partners | 4 | 1 | 0.13% | 0.32% | 0.74% | Q4 2018 | Q3 2023 | 5 |
HHM Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
Walkner Condon Financial Advisors LLC | 4 | 1 | 0.09% | 0.14% | 0.26% | Q4 2019 | Q3 2021 | 5 |
West Wealth Group, LLC | 5 | 5 | 0.09% | 0.64% | 1.44% | Q1 2022 | Q1 2023 | 5 |
QUEST CAPITAL MANAGEMENT INC /ADV | 5 | 5 | 0.05% | 0.08% | 0.14% | Q4 2020 | Q4 2021 | 5 |
Wealthcare Advisory Partners LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 5 |
Cascadia Advisory Services, LLC | 3 | 2 | 0.08% | 0.10% | 0.12% | Q2 2020 | Q3 2021 | 5 |
Nachman Norwood & Parrott, Inc | 5 | 5 | 0.15% | 1.30% | 1.89% | Q2 2020 | Q2 2021 | 5 |
Oxinas Partners Wealth Management LLC | 5 | 5 | 0.53% | 0.63% | 0.70% | Q4 2020 | Q4 2021 | 5 |
GOFEN & GLOSSBERG LLC /IL/ | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 5 |
PROVENCE WEALTH MANAGEMENT GROUP | 4 | 1 | 0.08% | 1.13% | 2.32% | Q4 2021 | Q3 2023 | 5 |
Raleigh Capital Management Inc. | 4 | 1 | 0.00% | 0.35% | 0.78% | Q4 2021 | Q3 2023 | 5 |
Sage Mountain Advisors LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2023 | 5 |
FINANCIAL LIFE ADVISORS | 5 | 5 | 0.15% | 1.88% | 2.77% | Q3 2022 | Q3 2023 | 5 |
Retirement Group, LLC | 4 | 1 | 0.00% | 0.03% | 0.04% | Q3 2020 | Q2 2023 | 5 |
Frontier Wealth Management LLC | 3 | 2 | 0.03% | 0.07% | 0.10% | Q2 2018 | Q4 2019 | 5 |
3EDGE Asset Management, LP | 4 | 1 | 0.03% | 0.15% | 0.23% | Q2 2020 | Q3 2023 | 5 |
All Season Financial Advisors, Inc. | 4 | 1 | 0.28% | 0.53% | 0.72% | Q2 2022 | Q3 2023 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 5 |
NORTHSTAR ASSET MANAGEMENT INC | 5 | 5 | 0.09% | 0.14% | 0.18% | Q1 2021 | Q1 2022 | 5 |
Ausdal Financial Partners, Inc. | 3 | 2 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q2 2022 | 5 |
Jordan Park Group LLC | 5 | 5 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
WealthTrust Fairport, LLC | 5 | 5 | 0.01% | 0.03% | 0.05% | Q1 2018 | Q1 2019 | 5 |
Clearstead Advisors, LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q2 2023 | 5 |
Vestmark Advisory Solutions, Inc. | 5 | 5 | 0.02% | 0.07% | 0.28% | Q1 2021 | Q1 2022 | 5 |
Wealth Architects, LLC | 5 | 5 | 0.06% | 0.16% | 0.20% | Q3 2022 | Q3 2023 | 5 |
Clarius Group, LLC | 4 | 1 | 0.02% | 0.05% | 0.12% | Q2 2022 | Q3 2023 | 5 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 5 |
Crewe Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Compton Wealth Advisory Group, LLC | 5 | 5 | 0.17% | 0.20% | 0.25% | Q1 2021 | Q1 2022 | 5 |
Arkos Global Advisors | 5 | 5 | 0.09% | 0.11% | 0.12% | Q4 2020 | Q4 2021 | 5 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 4 | 1 | 0.03% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 5 |
One Day In July LLC | 4 | 1 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 5 |
BMS Financial Advisors, LLC | 3 | 2 | 0.23% | 1.22% | 1.55% | Q4 2021 | Q1 2023 | 5 |
Strengthening Families & Communities, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Onyx Bridge Wealth Group LLC | 3 | 1 | 0.09% | 0.12% | 0.14% | Q3 2021 | Q1 2023 | 4 |
US FINANCIAL ADVISORS, LLC | 4 | 4 | 0.21% | 0.22% | 0.23% | Q4 2022 | Q3 2023 | 4 |
Spartan Planning & Wealth Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
PLANNING ALTERNATIVES LTD /ADV | 4 | 4 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q3 2022 | 4 |
Brightworth | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2022 | 4 |
Simplicity Solutions, LLC | 4 | 4 | 0.05% | 0.09% | 0.15% | Q1 2020 | Q4 2020 | 4 |
Integris Wealth Management, LLC | 4 | 4 | 0.38% | 0.39% | 0.40% | Q4 2022 | Q3 2023 | 4 |
Sterling Investment Advisors, Ltd. | 4 | 4 | 0.03% | 0.05% | 0.06% | Q4 2017 | Q3 2018 | 4 |
NCM Capital Management, LLC | 4 | 4 | 0.24% | 0.30% | 0.35% | Q1 2022 | Q4 2022 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.08% | 0.10% | 0.13% | Q4 2022 | Q3 2023 | 4 |
WT Wealth Management | 3 | 1 | 0.08% | 0.09% | 0.11% | Q4 2021 | Q3 2023 | 4 |
1ST SOURCE BANK | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 4 |
Global Wealth Strategies & Associates | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Ameraudi Asset Management, Inc. | 4 | 4 | 0.17% | 0.18% | 0.19% | Q4 2022 | Q3 2023 | 4 |
Diversified Trust Co | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q1 2022 | 4 |
OneDigital Investment Advisors LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 4 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 4 |
VitalStone Financial, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Professional Financial Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2022 | 4 |
TORONTO DOMINION BANK | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2023 | 4 |
VICUS CAPITAL | 4 | 4 | 0.03% | 0.05% | 0.09% | Q1 2020 | Q4 2020 | 4 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 4 |
SAGE FINANCIAL GROUP INC | 4 | 4 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
TSFG, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q4 2020 | 4 |
SIMPLEX TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 4 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4 | 4 | 0.76% | 1.75% | 2.26% | Q4 2022 | Q3 2023 | 4 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Realta Investment Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
Latitude Advisors, LLC | 4 | 4 | 0.07% | 0.10% | 0.16% | Q2 2021 | Q1 2022 | 4 |
BRIGHTON JONES LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q2 2021 | 4 |
McIlrath & Eck, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 4 |
FIRST FOUNDATION ADVISORS | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Argent Trust Co | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Manning & Napier Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
REILLY FINANCIAL ADVISORS, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Keystone Wealth Services, LLC | 4 | 4 | 0.12% | 0.41% | 0.67% | Q4 2021 | Q3 2022 | 4 |
MA Private Wealth | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Worth Financial Advisory Group, LLC | 4 | 4 | 0.20% | 0.53% | 1.46% | Q4 2022 | Q3 2023 | 4 |
BNP PARIBAS FINANCIAL MARKETS | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 4 |
Laurel Wealth Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 4 |
Plante Moran Financial Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2022 | 4 |
WCM INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Shepherd Financial Partners LLC | 4 | 4 | 0.07% | 0.08% | 0.08% | Q4 2022 | Q3 2023 | 4 |
PATHSTONE FAMILY OFFICE, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 4 |
Fund Evaluation Group, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 4 |
Falcon Wealth Planning | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Koesten, Hirschmann & Crabtree, INC. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
CLIENT 1ST ADVISORY GROUP, LLC | 4 | 4 | 0.15% | 0.71% | 1.89% | Q1 2020 | Q4 2020 | 4 |
Financial Advisors, LLC | 4 | 4 | 0.07% | 0.08% | 0.10% | Q2 2021 | Q1 2022 | 4 |
CONSILIO WEALTH ADVISORS, LLC | 4 | 4 | 0.47% | 0.76% | 1.35% | Q4 2021 | Q3 2022 | 4 |
Parkside Advisors LLC | 4 | 4 | 0.08% | 0.11% | 0.13% | Q1 2023 | Q4 2023 | 4 |
KWMG, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
New Republic Capital, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
BBJS FINANCIAL ADVISORS, LLC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
IAG Wealth Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
First Allied Advisory Services, Inc. | 3 | 1 | 0.00% | 0.11% | 0.18% | Q3 2019 | Q3 2020 | 4 |
Insight Wealth Strategies, LLC | 4 | 4 | 0.07% | 0.12% | 0.24% | Q4 2020 | Q3 2021 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
WASHINGTON TRUST BANK | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
IHT Wealth Management, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q2 2021 | 4 |
BRR OpCo, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2022 | 4 |
WINTRUST INVESTMENTS LLC | 3 | 1 | 0.25% | 0.30% | 0.33% | Q1 2020 | Q1 2021 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.16% | 0.23% | 0.28% | Q4 2022 | Q3 2023 | 4 |
Aspire Wealth Management Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
tru Independence LLC | 1 | 1 | 0.02% | 0.12% | 0.29% | Q2 2020 | Q2 2021 | 3 |
Mach-1 Financial Group, LLC | 2 | 1 | 0.01% | 0.04% | 0.10% | Q2 2022 | Q1 2023 | 3 |
CPWM, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q3 2022 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
WFA of San Diego, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.10% | 0.11% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Bradley & Co. Private Wealth Management, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2021 | Q3 2021 | 3 |
LIBRA WEALTH LLC | 2 | 1 | 0.12% | 0.25% | 0.48% | Q2 2022 | Q3 2023 | 3 |
ETRADE Capital Management LLC | 3 | 3 | 0.59% | 0.96% | 1.24% | Q1 2020 | Q3 2020 | 3 |
MARIPAU WEALTH MANAGEMENT LLC | 3 | 3 | 0.34% | 0.52% | 0.61% | Q4 2021 | Q2 2022 | 3 |
Vigilant Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
EP Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 3 |
Hoover Financial Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
PFG Investments, LLC | 3 | 3 | 0.09% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
ST GERMAIN D J CO INC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q4 2023 | 3 |
Better Money Decisions, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2021 | 3 |
First Command Financial Services, Inc. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q1 2023 | 3 |
ATWOOD & PALMER INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
CHOREO, LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.03% | 0.11% | 0.20% | Q1 2021 | Q1 2023 | 3 |
CANADA PENSION PLAN INVESTMENT BOARD | 3 | 3 | 0.00% | 0.02% | 0.03% | Q1 2021 | Q3 2021 | 3 |
ABLE Financial Group, LLC | 3 | 3 | 0.11% | 0.12% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Elwood & Goetz Wealth Advisory Group, LLC | 2 | 1 | 0.05% | 0.11% | 0.20% | Q1 2022 | Q2 2023 | 3 |
Buck Wealth Strategies, LLC | 3 | 3 | 0.00% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Advisory Alpha, LLC | 1 | 1 | 0.00% | 0.03% | 0.09% | Q1 2020 | Q3 2021 | 3 |
RPG Investment Advisory, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.77% | 0.79% | 0.82% | Q1 2023 | Q3 2023 | 3 |
Centerpoint Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Grant/GrossMendelsohn, LLC | 3 | 3 | 0.26% | 0.27% | 0.28% | Q1 2021 | Q3 2021 | 3 |
Badgley Phelps Wealth Managers, LLC | 3 | 3 | 0.27% | 0.37% | 0.48% | Q3 2021 | Q1 2022 | 3 |
Front Row Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
BECKER CAPITAL MANAGEMENT INC | 3 | 3 | 0.04% | 0.07% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Fiduciary Planning LLC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q3 2020 | Q1 2021 | 3 |
FormulaFolio Investments, LLC | 3 | 3 | 0.00% | 0.05% | 0.14% | Q4 2020 | Q2 2021 | 3 |
ATTICUS WEALTH MANAGEMENT, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2022 | 3 |
S.C. Financial Services, Inc. | 3 | 3 | 0.32% | 0.65% | 0.87% | Q4 2021 | Q2 2022 | 3 |
Prestige Wealth Management Group LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Sound Financial Strategies Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 3 |
Ruedi Wealth Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
First Command Bank | 3 | 3 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q1 2023 | 3 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.03% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 3 |
Investors Research Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Chicago Wealth Management, Inc. | 3 | 3 | 0.24% | 0.26% | 0.29% | Q4 2020 | Q2 2021 | 3 |
Kore Private Wealth LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 3 |
Keystone Financial Group | 3 | 3 | 0.23% | 0.25% | 0.27% | Q1 2021 | Q3 2021 | 3 |
Arjuna Capital | 2 | 1 | 0.09% | 0.19% | 0.24% | Q1 2019 | Q2 2021 | 3 |
Millburn Ridgefield Corp | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Fiduciary Alliance LLC | 2 | 1 | 0.00% | 0.04% | 0.08% | Q4 2022 | Q3 2023 | 3 |
Jacobi Capital Management LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 3 |
Outlook Wealth Advisors, LLC | 3 | 3 | 1.58% | 1.68% | 1.82% | Q1 2021 | Q3 2021 | 3 |
GSA CAPITAL PARTNERS LLP | 3 | 3 | 0.06% | 0.08% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Cornerstone Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Merit Financial Group, LLC | 3 | 3 | 0.06% | 0.18% | 0.30% | Q1 2022 | Q3 2022 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 3 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q2 2021 | 3 |
Faithward Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Visionary Wealth Advisors | 3 | 3 | 0.04% | 0.33% | 0.48% | Q2 2020 | Q4 2020 | 3 |
KARLINSKI ANDREW C | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2022 | 3 |
Allen Capital Group, LLC | 3 | 3 | 0.12% | 0.14% | 0.16% | Q1 2022 | Q3 2022 | 3 |
Column Capital Advisors, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
HALL LAURIE J TRUSTEE | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Financial Gravity Asset Management, Inc. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 3 |
Alpha Omega Wealth Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
GoalVest Advisory LLC | 2 | 1 | 0.01% | 0.51% | 1.52% | Q2 2021 | Q2 2022 | 3 |
Avantax Planning Partners, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 3 |
CVA Family Office, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
EVERMAY WEALTH MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 3 |
Wealthspire Advisors, L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Pinnacle Bancorp, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Northland Capital Management LLC | 3 | 3 | 1.38% | 1.47% | 1.60% | Q4 2021 | Q2 2022 | 3 |
VisionPoint Advisory Group, LLC | 3 | 3 | 0.16% | 0.18% | 0.21% | Q2 2020 | Q4 2020 | 3 |
WealthCare Investment Partners, LLC | 3 | 3 | 0.20% | 0.29% | 0.41% | Q4 2021 | Q2 2022 | 3 |
Sharper & Granite LLC | 3 | 3 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q3 2023 | 3 |
DFPG INVESTMENTS, LLC | 3 | 3 | 0.06% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2021 | 3 |
ALTERNA WEALTH MANAGEMENT, INC | 2 | 1 | 0.20% | 0.24% | 0.29% | Q4 2020 | Q1 2022 | 3 |
Strategic Wealth Partners Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Fieldpoint Private Securities, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2022 | 2 |
TPG Financial Advisors, LLC | 2 | 2 | 0.17% | 0.18% | 0.18% | Q4 2020 | Q1 2021 | 2 |
Integrated Advisors Network LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Modera Wealth Management, LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Alpha DNA Investment Management LLC | 2 | 2 | 0.13% | 0.15% | 0.16% | Q4 2020 | Q1 2021 | 2 |
Pinnacle Advisory Group, Inc. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2021 | 2 |
UNION SAVINGS BANK | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Abacus Wealth Partners, LLC | 2 | 2 | 0.34% | 0.36% | 0.38% | Q4 2020 | Q1 2021 | 2 |
CFM WEALTH PARTNERS LLC | 1 | 1 | 0.05% | 0.06% | 0.06% | Q2 2022 | Q1 2023 | 2 |
Estate Counselors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 2 |
ERTS Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
4J Wealth Management LLC | 2 | 2 | 0.31% | 0.91% | 1.51% | Q4 2020 | Q1 2021 | 2 |
Barrett Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2022 | 2 |
Gerber Kawasaki Wealth & Investment Management | 2 | 2 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q4 2021 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Wagner Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.06% | 0.08% | 0.10% | Q4 2021 | Q3 2022 | 2 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 2 |
Great Diamond Partners, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Congress Wealth Management LLC / DE / | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Dragon Financial & Investment Group, LLC | 2 | 2 | 0.34% | 0.47% | 0.59% | Q2 2018 | Q3 2018 | 2 |
Milestone Investment Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
SALEM INVESTMENT COUNSELORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 2 |
Eagle Bay Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Leelyn Smith, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
TOWNSQUARE CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 2 |
RETIREMENT INCOME SOLUTIONS, INC | 1 | 1 | 0.05% | 0.06% | 0.08% | Q1 2022 | Q2 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.04% | 0.08% | Q2 2023 | Q3 2023 | 2 |
COMERICA BANK | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 2 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2021 | 2 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
SOA Wealth Advisors, LLC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
RDA Financial Network | 2 | 2 | 0.14% | 0.17% | 0.21% | Q4 2019 | Q1 2020 | 2 |
Glassman Wealth Services | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
NVWM, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 2 |
ATLAS CAPITAL ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2021 | 2 |
BRASADA CAPITAL MANAGEMENT, LP | 2 | 2 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q2 2021 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.21% | 0.26% | 0.32% | Q3 2022 | Q4 2022 | 2 |
Koss-Olinger Consulting, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q2 2023 | 2 |
Johnson Financial Group, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q4 2020 | Q1 2021 | 2 |
BESSEMER GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
MBM Wealth Consultants, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
HBC Financial Services, PLLC | 2 | 2 | 0.00% | 0.02% | 0.03% | Q2 2022 | Q3 2022 | 2 |
Tyler-Stone Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Heritage Trust Co | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Princeton Global Asset Management LLC | 2 | 2 | 0.36% | 0.50% | 0.65% | Q1 2020 | Q2 2020 | 2 |
PECAUT & CO. | 2 | 2 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q1 2022 | 2 |
Continuum Advisory, LLC | 1 | 1 | 0.07% | 0.12% | 0.17% | Q1 2020 | Q2 2021 | 2 |
Burleson & Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 2 |
BADGLEY PHELPS & BELL INC | 2 | 2 | 0.45% | 0.48% | 0.50% | Q1 2021 | Q2 2021 | 2 |
Annapolis Financial Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
VIVID FINANCIAL MANAGEMENT, INC. | 2 | 2 | 1.01% | 1.19% | 1.37% | Q4 2019 | Q1 2020 | 2 |
Mayflower Financial Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
Sovereign Financial Group, Inc. | 2 | 2 | 0.12% | 0.12% | 0.13% | Q4 2021 | Q1 2022 | 2 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2022 | 2 |
LEVEL FOUR ADVISORY SERVICES, LLC | 2 | 2 | 0.04% | 0.08% | 0.11% | Q1 2021 | Q2 2021 | 2 |
Capital CS Group, LLC | 1 | 1 | 0.25% | 0.26% | 0.27% | Q2 2021 | Q4 2021 | 2 |
Idaho Trust Bank | 2 | 2 | 0.97% | 0.98% | 0.98% | Q2 2023 | Q3 2023 | 2 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 2 |
Watermark Asset Management, Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q4 2018 | 2 |
FLAGSTAR ADVISORS INC | 1 | 1 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q3 2022 | 2 |
Interchange Capital Partners, LLC | 2 | 2 | 0.23% | 0.25% | 0.28% | Q2 2022 | Q3 2022 | 2 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 2 |
KM Capital Management Ltd. | 2 | 2 | 0.91% | 0.91% | 0.92% | Q4 2022 | Q1 2023 | 2 |
Wealth Advisory Solutions, LLC | 2 | 2 | 0.26% | 0.26% | 0.27% | Q3 2022 | Q4 2022 | 2 |
Tempus Wealth Planning, LLC | 2 | 2 | 0.14% | 0.15% | 0.16% | Q3 2022 | Q4 2022 | 2 |
WASHINGTON TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 2 |
Fulcrum Capital LLC | 2 | 2 | 0.24% | 0.96% | 1.68% | Q3 2022 | Q4 2022 | 2 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 2 |
Oxler Private Wealth LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Prospera Financial Services Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2022 | Q3 2022 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
SMITH SHELLNUT WILSON LLC /ADV | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Maxim Capital Management LLC | 2 | 2 | 0.26% | 0.29% | 0.33% | Q1 2020 | Q2 2020 | 2 |
Strategic Asset Management, LLC | 2 | 2 | 0.01% | 0.17% | 0.33% | Q2 2022 | Q3 2022 | 2 |
Pinnacle Private Wealth, LLC | 2 | 2 | 0.12% | 0.15% | 0.18% | Q4 2021 | Q1 2022 | 2 |
Inscription Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Hoxton Planning & Management, LLC | 2 | 2 | 0.15% | 0.15% | 0.15% | Q4 2022 | Q1 2023 | 2 |
Karp Capital Management Corp | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q2 2022 | 2 |
Fortis Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
CERTUITY, LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q4 2021 | Q1 2022 | 2 |
Prostatis Group LLC | 1 | 1 | 1.21% | 1.39% | 1.57% | Q1 2022 | Q4 2022 | 2 |
MONETA GROUP INVESTMENT ADVISORS LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Lenox Wealth Management, Inc. | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2020 | Q2 2020 | 2 |
WCG Wealth Advisors LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2022 | 2 |
Silicon Hills Wealth Management, LLC | 1 | 1 | 0.01% | 0.09% | 0.16% | Q4 2019 | Q4 2022 | 2 |
ELM ADVISORS, LLC | 1 | 1 | 0.03% | 0.06% | 0.08% | Q3 2018 | Q4 2020 | 2 |
Squarepoint Ops LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 2 |
LGT Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Sentinus, LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q3 2022 | Q3 2022 | 1 |
Shore Point Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
BLB&B Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Beacon Pointe Wealth Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2019 | Q1 2019 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Blume Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Stonebridge Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2018 | Q3 2018 | 1 |
Crabel Capital Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
EATON VANCE MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Lighthouse Financial Advisors, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
RATIONAL ADVISORS LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2018 | Q3 2018 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Lakewood Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Moss Adams Wealth Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
PRESILIUM PRIVATE WEALTH, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
HAZLETT, BURT & WATSON, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Castle Rock Wealth Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2020 | Q4 2020 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
HOHIMER WEALTH MANAGEMENT, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Koshinski Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Jump Financial, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
1900 WEALTH MANAGEMENT LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
Laurel Wealth Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Hayden Royal, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2020 | Q4 2020 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Dentgroup LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2021 | Q4 2021 | 1 |
Merrion Investment Management Co, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2019 | Q4 2019 | 1 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
Glassy Mountain Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Francis Financial, Inc. | 1 | 1 | 0.75% | 0.75% | 0.75% | Q2 2022 | Q2 2022 | 1 |
Stratos Investment Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Bank Julius Baer & Co. Ltd, Zurich | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Kozak & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
CULLEN/FROST BANKERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SHINE INVESTMENT ADVISORY SERVICES INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q2 2022 | Q2 2022 | 1 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2020 | Q1 2020 | 1 |
Pinion Investment Advisors, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q1 2022 | Q1 2022 | 1 |
PGIM Custom Harvest LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
GHP Investment Advisors, Inc. | 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 |
Clean Yield Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Valmark Advisers, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
RETIREMENT CAPITAL STRATEGIES | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2018 | Q3 2018 | 1 |
JD Financial Services Inc. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2020 | Q4 2020 | 1 |
Transparent Wealth Partners LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2022 | Q1 2022 | 1 |
JFS WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Glass Jacobson Investment Advisors llc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
MGO ONE SEVEN LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2021 | Q4 2021 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
D.A. DAVIDSON & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Watson Rebecca | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2020 | Q2 2020 | 1 |
Premia Global Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
XML Financial, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
American Trust | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2023 | Q1 2023 | 1 |
Jaffetilchin Investment Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Teamwork Financial Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2020 | Q2 2020 | 1 |
WealthPLAN Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
&PARTNERS | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Schrum Private Wealth Management LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2021 | Q4 2021 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
LWS Wealth Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
CX Institutional | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
Pallas Capital Advisors LLC | 1 | 1 | 1.60% | 1.60% | 1.60% | Q1 2022 | Q1 2022 | 1 |
DeDora Capital, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
SUNTRUST BANKS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bernardo Wealth Planning LLC | 1 | 1 | 1.13% | 1.13% | 1.13% | Q1 2020 | Q1 2020 | 1 |
Diversified, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Security Financial Services, INC. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2022 | 1 |
SIENA CAPITAL LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2018 | Q4 2018 | 1 |
Advocacy Wealth Management Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Heritage Way Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2021 | Q2 2021 | 1 |
TOTH FINANCIAL ADVISORY CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Lake Point Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2020 | Q1 2020 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2019 | Q4 2019 | 1 |
OPPENHEIMER ASSET MANAGEMENT INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Covenant Multifamily Offices, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Formidable Asset Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2019 | Q2 2019 | 1 |
ADVISOR PARTNERS II, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Hobart Private Capital, LLC | 1 | 1 | 0.73% | 0.73% | 0.73% | Q4 2022 | Q4 2022 | 1 |
Trexquant Investment LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Halpern Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Equita Financial Network, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Cresset Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
DAVENPORT & Co LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
MFA WEALTH ADVISORS, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2020 | Q2 2020 | 1 |
M. Kulyk & Associates, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q1 2021 | 1 |
Your Advocates Ltd., LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Edge Capital Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Nalls Sherbakoff Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.53% | 0.53% | 0.53% | Q3 2023 | Q3 2023 | 1 |
PICTET ASSET MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Rice Partnership, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Scissortail Wealth Management, LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q1 2022 | Q1 2022 | 1 |
GODSEY & GIBB, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Choice Wealth Advisors, LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q2 2022 | Q2 2022 | 1 |
Smart Money Group LLC | 1 | 1 | 1.25% | 1.25% | 1.25% | Q1 2020 | Q1 2020 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Spectrum Planning & Advisory Services Inc. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2022 | Q3 2022 | 1 |
Harborview Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2021 | Q3 2021 | 1 |
Blue Barn Wealth, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2021 | Q2 2021 | 1 |
Ritter Daniher Financial Advisory LLC / DE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Leicht Financial Planning & Wealth Management, Inc. | 1 | 1 | 2.85% | 2.85% | 2.85% | Q1 2020 | Q1 2020 | 1 |
STUDIO INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Westside Investment Management, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
External links
This page lists all the filers that currently own ISHARES INC or have owned ISHARES INC in the past.