Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
ROYAL BANK OF CANADA | 40 | 40 | 0.00% | 0.01% | 0.10% | Q4 2013 | Q3 2023 | 40 |
MORGAN STANLEY | 40 | 40 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 40 |
BANK OF AMERICA CORP /DE/ | 40 | 40 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q3 2023 | 40 |
LPL Financial LLC | 39 | 39 | 0.00% | 0.05% | 0.20% | Q1 2014 | Q3 2023 | 39 |
WELLS FARGO & COMPANY/MN | 33 | 4 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q3 2023 | 36 |
RAYMOND JAMES & ASSOCIATES | 35 | 35 | 0.00% | 0.02% | 0.06% | Q1 2015 | Q3 2023 | 35 |
Charles Schwab Investment Advisory, Inc. | 35 | 35 | 0.00% | 1.70% | 6.04% | Q1 2015 | Q3 2023 | 35 |
BANK OF MONTREAL /CAN/ | 25 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 34 |
ENVESTNET ASSET MANAGEMENT INC | 34 | 34 | 0.01% | 0.25% | 1.51% | Q2 2015 | Q3 2023 | 34 |
Bank of New York Mellon Corp | 34 | 34 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 34 |
AMERIPRISE FINANCIAL INC | 32 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 33 |
PNC FINANCIAL SERVICES GROUP, INC. | 33 | 33 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 33 |
Mirae Asset Global Investments Co., Ltd. | 30 | 3 | 0.00% | 0.02% | 0.11% | Q1 2014 | Q3 2023 | 33 |
Creative Planning | 32 | 32 | 0.00% | 0.07% | 0.61% | Q4 2015 | Q3 2023 | 32 |
Sigma Planning Corp | 31 | 31 | 0.04% | 0.08% | 0.12% | Q1 2016 | Q3 2023 | 31 |
Private Advisor Group, LLC | 21 | 1 | 0.00% | 0.02% | 0.07% | Q3 2014 | Q3 2023 | 31 |
ASSETMARK, INC | 29 | 2 | 0.00% | 0.60% | 1.67% | Q3 2015 | Q3 2023 | 31 |
M&R CAPITAL MANAGEMENT INC | 31 | 31 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2023 | 31 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 31 | 31 | 0.11% | 0.21% | 0.30% | Q1 2016 | Q3 2023 | 31 |
GOLDMAN SACHS GROUP INC | 23 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 31 |
BlackRock Inc. | 30 | 30 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2023 | 30 |
Janney Montgomery Scott LLC | 21 | 4 | 0.00% | 0.08% | 0.42% | Q4 2014 | Q3 2023 | 30 |
Peak Financial Management, Inc. | 30 | 30 | 1.60% | 2.68% | 3.20% | Q2 2016 | Q3 2023 | 30 |
Raymond James Financial Services Advisors, Inc. | 30 | 30 | 0.00% | 0.03% | 0.05% | Q2 2016 | Q3 2023 | 30 |
Geneos Wealth Management Inc. | 30 | 30 | 0.00% | 0.12% | 0.34% | Q2 2016 | Q3 2023 | 30 |
Advisory Services Network, LLC | 27 | 3 | 0.00% | 0.08% | 0.29% | Q1 2016 | Q3 2023 | 30 |
FMR LLC | 30 | 30 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 30 |
Stratos Wealth Partners, LTD. | 29 | 29 | 0.02% | 0.21% | 0.70% | Q3 2016 | Q3 2023 | 29 |
STIFEL FINANCIAL CORP | 29 | 29 | 0.00% | 0.02% | 0.04% | Q3 2016 | Q3 2023 | 29 |
HighTower Advisors, LLC | 28 | 1 | 0.00% | 0.06% | 0.13% | Q1 2016 | Q3 2023 | 29 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.04% | 0.12% | Q4 2015 | Q3 2023 | 29 |
CAPTRUST FINANCIAL ADVISORS | 28 | 28 | 0.00% | 0.21% | 0.88% | Q4 2016 | Q3 2023 | 28 |
D.A. DAVIDSON & CO. | 28 | 28 | 0.00% | 0.05% | 0.09% | Q4 2016 | Q3 2023 | 28 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 28 | 28 | 0.00% | 0.34% | 1.24% | Q4 2016 | Q3 2023 | 28 |
FDx Advisors, Inc. | 19 | 9 | 0.01% | 0.04% | 0.17% | Q3 2016 | Q3 2023 | 28 |
CKW FINANCIAL GROUP | 28 | 28 | 0.00% | 0.08% | 0.13% | Q4 2016 | Q3 2023 | 28 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 21 | 6 | 0.00% | 0.40% | 3.87% | Q3 2015 | Q3 2023 | 27 |
DUNCKER STREETT & CO INC | 16 | 11 | 0.02% | 0.03% | 0.05% | Q4 2016 | Q3 2023 | 27 |
US BANCORP \DE\ | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
PARK AVENUE SECURITIES LLC | 27 | 27 | 0.03% | 0.43% | 3.43% | Q1 2017 | Q3 2023 | 27 |
Cambridge Investment Research Advisors, Inc. | 27 | 27 | 0.01% | 0.02% | 0.08% | Q1 2017 | Q3 2023 | 27 |
Jaffetilchin Investment Partners, LLC | 27 | 27 | 0.09% | 1.30% | 4.50% | Q1 2017 | Q3 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.00% | 0.01% | 0.06% | Q4 2016 | Q3 2023 | 27 |
CITIGROUP INC | 20 | 7 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 27 |
INVESTMENT PARTNERS, LTD. | 27 | 27 | 0.20% | 0.59% | 1.67% | Q1 2017 | Q3 2023 | 27 |
LeJeune Puetz Investment Counsel LLC | 26 | 26 | 0.09% | 0.33% | 0.69% | Q4 2016 | Q1 2023 | 26 |
Stonehage Fleming Financial Services Holdings Ltd | 15 | 1 | 0.01% | 0.05% | 0.11% | Q3 2015 | Q3 2023 | 26 |
Gradient Investments LLC | 24 | 1 | 0.00% | 0.80% | 1.69% | Q1 2016 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.02% | 0.12% | 0.44% | Q2 2017 | Q3 2023 | 26 |
FIRST HAWAIIAN BANK | 26 | 26 | 0.04% | 0.09% | 0.22% | Q2 2017 | Q3 2023 | 26 |
WEALTHSOURCE PARTNERS, LLC | 26 | 26 | 0.07% | 0.78% | 2.73% | Q2 2017 | Q3 2023 | 26 |
1834 INVESTMENT ADVISORS CO | 26 | 26 | 0.05% | 0.17% | 0.29% | Q2 2017 | Q3 2023 | 26 |
Regal Wealth Group, Inc. | 26 | 26 | 1.34% | 3.09% | 5.38% | Q4 2016 | Q1 2023 | 26 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
WESTWOOD HOLDINGS GROUP INC | 25 | 25 | 0.00% | 0.07% | 0.43% | Q3 2017 | Q3 2023 | 25 |
Mount Lucas Management LP | 15 | 4 | 0.07% | 0.57% | 1.13% | Q2 2016 | Q3 2023 | 25 |
JANE STREET GROUP, LLC | 6 | 2 | 0.00% | 0.04% | 0.12% | Q3 2014 | Q3 2023 | 25 |
CONNING INC. | 25 | 25 | 0.14% | 0.37% | 0.61% | Q3 2017 | Q3 2023 | 25 |
One Capital Management, LLC | 25 | 25 | 0.13% | 0.21% | 0.27% | Q3 2017 | Q3 2023 | 25 |
Front Row Advisors LLC | 24 | 24 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 24 |
JPMORGAN CHASE & CO | 22 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 24 |
Sound Income Strategies, LLC | 24 | 24 | 3.49% | 9.08% | 14.58% | Q4 2017 | Q3 2023 | 24 |
Clearwater Capital Advisors, LLC | 13 | 11 | 0.03% | 2.52% | 6.86% | Q2 2016 | Q3 2022 | 24 |
THRIVENT FINANCIAL FOR LUTHERANS | 13 | 1 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q3 2023 | 24 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 24 | 24 | 0.08% | 0.35% | 0.81% | Q4 2017 | Q3 2023 | 24 |
Ifrah Financial Services, Inc. | 24 | 24 | 0.76% | 0.82% | 0.90% | Q4 2016 | Q3 2022 | 24 |
Coastline Trust Co | 24 | 24 | 0.07% | 0.53% | 0.90% | Q4 2017 | Q3 2023 | 24 |
VISTA INVESTMENT MANAGEMENT | 24 | 24 | 0.13% | 1.22% | 2.45% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.18% | 0.27% | 0.39% | Q4 2017 | Q3 2023 | 24 |
HSBC HOLDINGS PLC | 22 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 24 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 23 | 23 | 0.00% | 0.15% | 0.47% | Q2 2014 | Q4 2019 | 23 |
Carroll Financial Associates, Inc. | 23 | 23 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2021 | 23 |
Towercrest Capital Management | 23 | 23 | 0.89% | 1.80% | 5.21% | Q1 2018 | Q3 2023 | 23 |
NAPLES GLOBAL ADVISORS, LLC | 23 | 23 | 0.06% | 0.34% | 0.52% | Q1 2018 | Q3 2023 | 23 |
Lee Financial Co | 23 | 23 | 0.00% | 0.07% | 0.12% | Q1 2018 | Q3 2023 | 23 |
Avior Wealth Management, LLC | 23 | 23 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
First Horizon Advisors, Inc. | 22 | 1 | 0.00% | 0.01% | 0.06% | Q2 2017 | Q3 2023 | 23 |
Alliance Wealth Management Group | 23 | 23 | 1.30% | 1.57% | 2.54% | Q4 2017 | Q2 2023 | 23 |
WealthShield Partners, LLC | 17 | 6 | 0.00% | 0.17% | 1.00% | Q4 2017 | Q3 2023 | 23 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 23 | 23 | 0.12% | 0.45% | 0.62% | Q1 2018 | Q3 2023 | 23 |
MEEDER ASSET MANAGEMENT INC | 11 | 1 | 0.00% | 0.32% | 3.50% | Q4 2015 | Q2 2022 | 23 |
Ballast, Inc. | 22 | 22 | 0.08% | 1.29% | 1.83% | Q1 2018 | Q2 2023 | 22 |
Snowden Capital Advisors LLC | 9 | 2 | 0.01% | 0.19% | 0.64% | Q1 2016 | Q3 2023 | 22 |
Advisors Capital Management, LLC | 22 | 22 | 0.20% | 0.68% | 0.98% | Q2 2018 | Q3 2023 | 22 |
Probity Advisors, Inc. | 12 | 2 | 1.10% | 3.67% | 4.88% | Q4 2017 | Q3 2023 | 22 |
AlphaStar Capital Management, LLC | 20 | 2 | 0.05% | 0.44% | 1.28% | Q1 2018 | Q3 2023 | 22 |
Anchor Investment Management, LLC | 22 | 22 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q2 2021 | 22 |
Jacobi Capital Management LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2021 | 22 |
Arete Wealth Advisors, LLC | 22 | 22 | 0.09% | 0.11% | 0.15% | Q1 2018 | Q2 2023 | 22 |
AdvisorNet Financial, Inc | 22 | 22 | 0.00% | 0.06% | 0.24% | Q2 2018 | Q3 2023 | 22 |
Lowe Wealth Advisors, LLC | 22 | 22 | 0.01% | 0.03% | 0.04% | Q3 2018 | Q4 2023 | 22 |
SignalPoint Asset Management, LLC | 21 | 1 | 0.09% | 0.14% | 0.18% | Q4 2016 | Q3 2022 | 22 |
NEXT Financial Group, Inc | 14 | 2 | 0.01% | 0.07% | 0.14% | Q1 2015 | Q4 2021 | 21 |
Summit X, LLC | 15 | 6 | 0.10% | 0.30% | 0.88% | Q1 2018 | Q3 2023 | 21 |
Capital Analysts, LLC | 20 | 1 | 0.02% | 0.74% | 2.33% | Q4 2016 | Q3 2023 | 21 |
MILLENNIUM MANAGEMENT LLC | 7 | 1 | 0.00% | 0.00% | 0.04% | Q2 2016 | Q3 2023 | 21 |
Financial Advocates Investment Management | 20 | 1 | 0.02% | 0.06% | 0.16% | Q2 2018 | Q3 2023 | 21 |
Red Cedar Capital, LLC | 21 | 21 | 0.06% | 0.08% | 0.09% | Q4 2017 | Q4 2022 | 21 |
B. Riley Wealth Advisors, Inc. | 21 | 21 | 0.02% | 0.08% | 0.25% | Q3 2018 | Q3 2023 | 21 |
S. R. Schill & Associates | 11 | 1 | 0.12% | 1.67% | 3.16% | Q3 2016 | Q3 2023 | 21 |
AE Wealth Management LLC | 17 | 4 | 0.01% | 0.14% | 0.38% | Q4 2017 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.02% | 0.30% | 1.07% | Q3 2018 | Q3 2023 | 21 |
Redhawk Wealth Advisors, Inc. | 21 | 21 | 1.05% | 2.64% | 5.24% | Q3 2018 | Q3 2023 | 21 |
Sage Advisory Services, Ltd.Co. | 21 | 21 | 0.03% | 3.05% | 4.26% | Q3 2018 | Q3 2023 | 21 |
SeaBridge Investment Advisors LLC | 20 | 20 | 0.56% | 1.15% | 1.68% | Q2 2018 | Q1 2023 | 20 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 20 | 20 | 0.02% | 0.17% | 0.81% | Q4 2018 | Q3 2023 | 20 |
Cetera Investment Advisers | 20 | 20 | 0.02% | 0.08% | 0.40% | Q4 2018 | Q3 2023 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q2 2022 | 20 |
Mariner, LLC | 12 | 1 | 0.00% | 0.06% | 0.14% | Q3 2016 | Q3 2023 | 20 |
FLOW TRADERS U.S. LLC | 7 | 1 | 0.01% | 1.03% | 4.00% | Q4 2015 | Q2 2023 | 20 |
BLAIR WILLIAM & CO/IL | 14 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 20 |
TOWNSQUARE CAPITAL LLC | 20 | 20 | 1.36% | 2.32% | 3.05% | Q4 2018 | Q3 2023 | 20 |
StrategIQ Financial Group, LLC | 14 | 6 | 0.06% | 0.13% | 0.22% | Q3 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.02% | 0.07% | Q4 2017 | Q3 2022 | 20 |
Migdal Insurance & Financial Holdings Ltd. | 15 | 2 | 0.00% | 0.00% | 0.04% | Q1 2017 | Q2 2023 | 20 |
ERn Financial, LLC | 20 | 20 | 0.05% | 0.18% | 0.39% | Q4 2018 | Q3 2023 | 20 |
CWM, LLC | 10 | 2 | 0.00% | 0.05% | 0.89% | Q2 2018 | Q3 2023 | 20 |
Advanced Asset Management Advisors Inc | 16 | 2 | 0.14% | 0.28% | 0.87% | Q4 2017 | Q3 2023 | 20 |
FIFTH THIRD BANCORP | 17 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 19 |
Kingsview Wealth Management, LLC | 13 | 6 | 0.04% | 0.14% | 0.36% | Q4 2018 | Q3 2023 | 19 |
Larson Financial Group LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
MCF Advisors LLC | 19 | 19 | 0.00% | 0.03% | 0.10% | Q1 2017 | Q3 2021 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.02% | 0.10% | 0.16% | Q1 2019 | Q3 2023 | 19 |
TimeScale Financial, Inc. | 19 | 19 | 0.06% | 0.11% | 0.16% | Q4 2018 | Q2 2023 | 19 |
Dakota Wealth Management | 19 | 19 | 0.01% | 0.08% | 0.26% | Q1 2019 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
ETRADE Capital Management LLC | 19 | 19 | 0.04% | 0.23% | 0.91% | Q1 2016 | Q3 2020 | 19 |
Donoghue Forlines LLC | 14 | 5 | 0.24% | 3.79% | 8.99% | Q4 2018 | Q3 2023 | 19 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 19 | 19 | 0.05% | 0.07% | 0.10% | Q1 2019 | Q3 2023 | 19 |
RAYMOND JAMES TRUST N.A. | 19 | 19 | 0.02% | 0.03% | 0.05% | Q1 2019 | Q3 2023 | 19 |
Personal Capital Advisors Corp | 18 | 18 | 1.47% | 1.56% | 1.71% | Q3 2018 | Q4 2022 | 18 |
Horizon Investment Services, LLC | 16 | 2 | 0.12% | 0.78% | 2.17% | Q1 2016 | Q4 2020 | 18 |
Bramshill Investments, LLC | 7 | 2 | 0.01% | 1.75% | 11.31% | Q2 2018 | Q3 2023 | 18 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 18 |
Cetera Advisors LLC | 14 | 4 | 0.01% | 0.13% | 0.26% | Q4 2018 | Q3 2023 | 18 |
Ameritas Investment Partners, Inc. | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
NOVARE CAPITAL MANAGEMENT LLC | 18 | 18 | 0.04% | 0.06% | 0.11% | Q2 2017 | Q3 2021 | 18 |
BB&T SECURITIES, LLC | 18 | 18 | 0.01% | 0.02% | 0.08% | Q2 2015 | Q3 2019 | 18 |
MBM Wealth Consultants, LLC | 17 | 17 | 0.00% | 3.18% | 6.79% | Q4 2018 | Q4 2022 | 17 |
BARINGS LLC | 17 | 17 | 0.01% | 0.28% | 0.53% | Q4 2018 | Q4 2022 | 17 |
PRUDENTIAL FINANCIAL INC | 17 | 17 | 0.00% | 0.02% | 0.20% | Q3 2019 | Q3 2023 | 17 |
Shilanski & Associates, Inc. | 13 | 4 | 0.18% | 0.28% | 0.35% | Q2 2019 | Q3 2023 | 17 |
Steward Partners Investment Advisory, LLC | 15 | 2 | 0.00% | 0.02% | 0.05% | Q1 2017 | Q3 2023 | 17 |
Integrated Wealth Concepts LLC | 17 | 17 | 0.01% | 0.25% | 0.75% | Q3 2019 | Q3 2023 | 17 |
QUATTRO FINANCIAL ADVISORS LLC | 9 | 8 | 0.06% | 1.95% | 5.73% | Q1 2017 | Q3 2021 | 17 |
Vectors Research Management, LLC | 17 | 17 | 0.46% | 3.18% | 5.00% | Q3 2019 | Q3 2023 | 17 |
RFG Advisory, LLC | 12 | 5 | 0.01% | 0.31% | 1.04% | Q4 2017 | Q4 2022 | 17 |
Parallel Advisors, LLC | 17 | 17 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
Madden Advisory Services, Inc. | 12 | 5 | 0.16% | 0.64% | 1.61% | Q4 2018 | Q3 2023 | 17 |
HANCOCK WHITNEY CORP | 17 | 17 | 0.01% | 0.09% | 0.19% | Q4 2013 | Q4 2017 | 17 |
Financial Gravity Asset Management, Inc. | 12 | 5 | 0.01% | 0.68% | 3.40% | Q1 2019 | Q3 2023 | 17 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 17 | 17 | 0.48% | 1.62% | 3.08% | Q4 2016 | Q4 2020 | 17 |
PFS INVESTMENTS INC. | 17 | 17 | 0.12% | 0.59% | 0.94% | Q2 2019 | Q2 2023 | 17 |
Aptus Capital Advisors, LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
SCOTIA CAPITAL INC. | 17 | 17 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 17 |
Armor Investment Advisors, LLC | 17 | 17 | 0.02% | 0.07% | 0.09% | Q4 2017 | Q4 2021 | 17 |
OPPENHEIMER & CO INC | 11 | 2 | 0.01% | 0.02% | 0.05% | Q1 2019 | Q3 2023 | 16 |
KFA Private Wealth Group, LLC | 16 | 16 | 0.15% | 1.48% | 6.88% | Q4 2019 | Q3 2023 | 16 |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 11 | 5 | 0.16% | 0.78% | 1.36% | Q4 2018 | Q1 2023 | 16 |
LWS Wealth Advisors, Inc. | 16 | 16 | 0.19% | 1.89% | 3.01% | Q4 2019 | Q3 2023 | 16 |
Montecito Bank & Trust | 16 | 16 | 0.15% | 0.60% | 1.09% | Q1 2020 | Q4 2023 | 16 |
Curtis Advisory Group, LLC | 16 | 16 | 0.46% | 0.88% | 1.25% | Q4 2019 | Q3 2023 | 16 |
SVB WEALTH LLC | 16 | 16 | 0.01% | 0.03% | 0.09% | Q4 2019 | Q3 2023 | 16 |
Global Endowment Management, LP | 16 | 16 | 0.05% | 0.18% | 0.38% | Q4 2019 | Q3 2023 | 16 |
Disciplined Investments, LLC | 16 | 16 | 0.12% | 0.23% | 0.42% | Q4 2019 | Q3 2023 | 16 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Avidian Wealth Solutions, LLC | 14 | 1 | 0.03% | 0.26% | 0.39% | Q3 2017 | Q4 2022 | 16 |
Stokes Family Office, LLC | 16 | 16 | 0.06% | 0.41% | 2.50% | Q4 2019 | Q3 2023 | 16 |
NewEdge Advisors, LLC | 16 | 16 | 0.00% | 0.14% | 0.68% | Q4 2019 | Q3 2023 | 16 |
Beacon Pointe Advisors, LLC | 16 | 16 | 0.03% | 0.13% | 0.44% | Q4 2019 | Q3 2023 | 16 |
PALLADIUM PARTNERS LLC | 16 | 16 | 0.01% | 0.02% | 0.02% | Q3 2017 | Q2 2021 | 16 |
Cetera Advisor Networks LLC | 15 | 1 | 0.01% | 0.05% | 0.18% | Q3 2018 | Q3 2023 | 16 |
AVIANCE CAPITAL MANAGEMENT, LLC | 15 | 1 | 0.00% | 0.57% | 1.45% | Q1 2015 | Q1 2019 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.02% | 0.04% | 0.14% | Q4 2019 | Q3 2023 | 16 |
Sumitomo Mitsui Trust Holdings, Inc. | 14 | 2 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 16 |
Dynamic Advisor Solutions LLC | 16 | 16 | 0.06% | 0.29% | 0.55% | Q4 2019 | Q3 2023 | 16 |
AVANTAX ADVISORY SERVICES, INC. | 16 | 16 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Vestmark Advisory Solutions, Inc. | 8 | 7 | 0.02% | 0.11% | 0.54% | Q1 2019 | Q2 2023 | 15 |
Hanlon Investment Management, Inc. | 14 | 1 | 0.08% | 1.45% | 2.62% | Q1 2019 | Q4 2022 | 15 |
Advisors Asset Management, Inc. | 12 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 15 |
Capital Investment Advisory Services, LLC | 15 | 15 | 0.02% | 0.03% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Brinker Capital Investments, LLC | 11 | 1 | 0.00% | 0.18% | 0.77% | Q4 2015 | Q4 2022 | 15 |
FCA CORP /TX | 15 | 15 | 0.07% | 0.63% | 1.12% | Q2 2017 | Q4 2020 | 15 |
First Allied Advisory Services, Inc. | 15 | 15 | 0.01% | 0.04% | 0.11% | Q1 2017 | Q3 2020 | 15 |
MONEYWISE, INC. | 15 | 15 | 0.23% | 0.33% | 0.40% | Q3 2016 | Q1 2020 | 15 |
SCS Capital Management LLC | 10 | 5 | 0.01% | 1.26% | 4.39% | Q3 2017 | Q1 2022 | 15 |
Baker Avenue Asset Management, LP | 14 | 1 | 0.02% | 0.32% | 1.18% | Q4 2019 | Q3 2023 | 15 |
Advisory Alpha, LLC | 11 | 4 | 0.21% | 0.88% | 2.94% | Q4 2017 | Q3 2023 | 15 |
SHEETS SMITH WEALTH MANAGEMENT | 7 | 4 | 0.07% | 0.21% | 0.35% | Q2 2017 | Q3 2023 | 15 |
CLIENT 1ST ADVISORY GROUP, LLC | 15 | 15 | 0.21% | 1.37% | 3.85% | Q1 2020 | Q3 2023 | 15 |
Quaker Wealth Management, LLC | 9 | 6 | 0.20% | 0.67% | 4.32% | Q4 2019 | Q3 2023 | 15 |
ALESCO ADVISORS LLC | 15 | 15 | 0.09% | 0.29% | 0.39% | Q1 2020 | Q3 2023 | 15 |
HARBOR INVESTMENT ADVISORY, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Patriot Financial Group Insurance Agency, LLC | 11 | 2 | 0.00% | 0.10% | 0.34% | Q4 2017 | Q1 2023 | 15 |
FinTrust Capital Advisors, LLC | 9 | 1 | 0.00% | 0.09% | 0.20% | Q4 2018 | Q3 2023 | 15 |
LEVEL FOUR ADVISORY SERVICES, LLC | 11 | 2 | 0.02% | 0.04% | 0.06% | Q2 2018 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.03% | 0.05% | Q2 2016 | Q4 2019 | 15 |
Lineweaver Wealth Advisors, LLC | 15 | 15 | 0.11% | 0.82% | 2.69% | Q1 2020 | Q3 2023 | 15 |
IPG Investment Advisors LLC | 15 | 15 | 0.06% | 0.15% | 0.28% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.04% | 0.13% | 0.30% | Q1 2020 | Q3 2023 | 15 |
Venturi Wealth Management, LLC | 8 | 3 | 0.00% | 0.24% | 0.50% | Q4 2016 | Q2 2023 | 15 |
Wechter Feldman Wealth Management, Inc. | 15 | 15 | 0.18% | 1.38% | 3.18% | Q4 2017 | Q2 2021 | 15 |
Retirement Group, LLC | 14 | 1 | 0.02% | 0.14% | 0.26% | Q4 2019 | Q3 2023 | 15 |
Mutual Advisors, LLC | 15 | 15 | 0.02% | 0.04% | 0.08% | Q1 2020 | Q3 2023 | 15 |
SteelPeak Wealth, LLC | 15 | 15 | 0.02% | 0.32% | 1.18% | Q1 2020 | Q3 2023 | 15 |
Stelac Advisory Services LLC | 15 | 15 | 0.05% | 0.10% | 0.16% | Q4 2018 | Q2 2022 | 15 |
Belpointe Asset Management LLC | 13 | 1 | 0.01% | 0.05% | 0.08% | Q1 2020 | Q3 2023 | 14 |
EisnerAmper Wealth Management Corporate Benefits, LLC | 14 | 14 | 0.11% | 0.20% | 0.28% | Q1 2019 | Q2 2022 | 14 |
Qube Research & Technologies Ltd | 13 | 1 | 0.00% | 0.15% | 0.60% | Q4 2019 | Q3 2023 | 14 |
Baird Financial Group, Inc. | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 14 |
Capital Asset Advisory Services LLC | 9 | 1 | 0.00% | 0.06% | 0.25% | Q4 2016 | Q2 2022 | 14 |
HNP Capital LLC | 12 | 2 | 0.51% | 3.41% | 5.01% | Q3 2019 | Q1 2023 | 14 |
ALLSTATE CORP | 11 | 1 | 0.38% | 1.99% | 3.67% | Q3 2017 | Q3 2023 | 14 |
WHITTIER TRUST CO | 14 | 14 | 0.00% | 0.08% | 0.17% | Q2 2020 | Q3 2023 | 14 |
Asset Planning Services, Ltd. | 14 | 14 | 0.05% | 0.07% | 0.10% | Q2 2015 | Q3 2018 | 14 |
SUNTRUST BANKS INC | 14 | 14 | 0.01% | 0.01% | 0.04% | Q2 2016 | Q3 2019 | 14 |
Rosenberg Matthew Hamilton | 14 | 14 | 0.14% | 0.31% | 0.58% | Q2 2020 | Q3 2023 | 14 |
Bartlett & Co. LLC | 13 | 1 | 0.00% | 0.17% | 0.25% | Q1 2018 | Q4 2023 | 14 |
GREAT VALLEY ADVISOR GROUP, INC. | 14 | 14 | 0.01% | 0.77% | 1.31% | Q2 2020 | Q3 2023 | 14 |
DEUTSCHE BANK AG\ | 13 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2021 | 14 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 14 | 14 | 0.05% | 0.23% | 0.54% | Q2 2020 | Q3 2023 | 14 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.02% | 0.11% | 0.20% | Q4 2019 | Q3 2023 | 14 |
McNamara Financial Services, Inc. | 14 | 14 | 0.10% | 0.13% | 0.18% | Q2 2020 | Q3 2023 | 14 |
Trust Co | 14 | 14 | 0.01% | 0.05% | 0.41% | Q1 2015 | Q2 2018 | 14 |
Csenge Advisory Group | 14 | 14 | 0.03% | 0.07% | 0.15% | Q2 2020 | Q3 2023 | 14 |
SIGMA INVESTMENT COUNSELORS INC | 14 | 14 | 0.33% | 0.44% | 0.63% | Q2 2020 | Q3 2023 | 14 |
Meridian Wealth Management, LLC | 12 | 2 | 0.02% | 0.19% | 0.62% | Q4 2016 | Q4 2021 | 14 |
GeoWealth Management, LLC | 14 | 14 | 0.04% | 0.23% | 0.78% | Q2 2020 | Q3 2023 | 14 |
Allianz Asset Management GmbH | 5 | 2 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 14 |
TRANSCEND CAPITAL ADVISORS, LLC | 14 | 14 | 0.04% | 0.12% | 0.26% | Q2 2020 | Q3 2023 | 14 |
DAVIDSON INVESTMENT ADVISORS | 9 | 2 | 0.00% | 0.02% | 0.03% | Q4 2016 | Q2 2023 | 14 |
Tower Research Capital LLC (TRC) | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 14 |
Lattice Strategies LLC | 14 | 14 | 0.47% | 1.04% | 1.38% | Q4 2015 | Q1 2019 | 14 |
Cumberland Partners Ltd | 14 | 14 | 0.04% | 0.08% | 0.13% | Q3 2019 | Q4 2022 | 14 |
Strategic Blueprint, LLC | 14 | 14 | 0.02% | 0.11% | 0.25% | Q2 2020 | Q3 2023 | 14 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
PFG Advisors | 13 | 13 | 0.03% | 0.11% | 0.23% | Q3 2020 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.02% | 0.05% | 0.16% | Q3 2020 | Q3 2023 | 13 |
Advisor OS, LLC | 12 | 1 | 0.19% | 0.87% | 5.18% | Q2 2020 | Q3 2023 | 13 |
Stratos Wealth Advisors, LLC | 10 | 3 | 0.02% | 0.08% | 0.27% | Q1 2020 | Q2 2023 | 13 |
WP Advisors, LLC | 13 | 13 | 4.99% | 7.86% | 10.26% | Q4 2016 | Q4 2019 | 13 |
Next Capital Management LLC | 9 | 4 | 0.02% | 0.63% | 3.32% | Q4 2018 | Q3 2023 | 13 |
Archer Investment Corp | 9 | 4 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 13 |
OPTIMUM INVESTMENT ADVISORS | 13 | 13 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2021 | 13 |
WRAPMANAGER INC | 9 | 4 | 0.06% | 1.23% | 2.06% | Q1 2018 | Q2 2022 | 13 |
Enterprise Trust & Investment Co | 13 | 13 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q2 2022 | 13 |
Rockefeller Capital Management L.P. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Mount Yale Investment Advisors, LLC | 13 | 13 | 0.02% | 0.06% | 0.15% | Q4 2019 | Q4 2022 | 13 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 7 | 6 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q1 2023 | 13 |
AXA S.A. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2023 | 13 |
ADELL HARRIMAN & CARPENTER INC | 13 | 13 | 1.08% | 1.70% | 2.27% | Q3 2020 | Q3 2023 | 13 |
Pinnacle Holdings, LLC | 8 | 2 | 0.15% | 0.96% | 2.60% | Q3 2017 | Q1 2021 | 13 |
Mascoma Wealth Management LLC | 11 | 2 | 0.08% | 0.38% | 0.70% | Q1 2019 | Q3 2023 | 13 |
Financial Strategies Group, Inc. | 13 | 13 | 2.41% | 3.39% | 5.16% | Q3 2020 | Q3 2023 | 13 |
Sargent Bickham Lagudis LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2020 | 13 |
Wambolt & Associates, LLC | 13 | 13 | 0.15% | 1.63% | 2.54% | Q3 2020 | Q3 2023 | 13 |
WFG Advisors, LP | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2017 | 13 |
Cedar Wealth Management, LLC | 12 | 1 | 0.00% | 0.07% | 0.13% | Q4 2019 | Q3 2023 | 13 |
Sowell Financial Services LLC | 8 | 1 | 0.00% | 0.08% | 0.27% | Q3 2019 | Q3 2023 | 13 |
Successful Portfolios LLC | 13 | 13 | 0.16% | 0.36% | 0.52% | Q1 2020 | Q1 2023 | 13 |
NWAM LLC | 12 | 1 | 0.02% | 0.11% | 0.37% | Q2 2020 | Q3 2023 | 13 |
Fisher Asset Management, LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2022 | 13 |
Fluent Financial, LLC | 12 | 12 | 0.25% | 0.77% | 2.16% | Q4 2017 | Q3 2020 | 12 |
TBH Global Asset Management, LLC | 9 | 3 | 0.09% | 0.38% | 0.84% | Q4 2019 | Q3 2023 | 12 |
Cypress Wealth Services, LLC | 8 | 4 | 0.06% | 0.41% | 0.90% | Q1 2020 | Q3 2023 | 12 |
Archford Capital Strategies, LLC | 8 | 4 | 0.10% | 0.39% | 0.67% | Q4 2018 | Q4 2021 | 12 |
Cadent Capital Advisors, LLC | 12 | 12 | 0.15% | 1.10% | 2.47% | Q4 2020 | Q3 2023 | 12 |
Matthew Goff Investment Advisor, LLC | 12 | 12 | 2.08% | 4.09% | 5.69% | Q4 2020 | Q3 2023 | 12 |
Day & Ennis, LLC | 8 | 4 | 0.08% | 0.31% | 0.89% | Q1 2020 | Q1 2023 | 12 |
LAZARD ASSET MANAGEMENT LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Strategic Investment Advisors / MI | 12 | 12 | 0.05% | 0.09% | 0.11% | Q2 2020 | Q1 2023 | 12 |
Guidance Point Advisors, LLC | 12 | 12 | 0.14% | 0.48% | 0.87% | Q4 2020 | Q3 2023 | 12 |
Cardan Capital Partners, LLC | 12 | 12 | 1.30% | 1.86% | 2.68% | Q1 2016 | Q4 2018 | 12 |
Motley Fool Wealth Management, LLC | 12 | 12 | 0.42% | 0.78% | 1.06% | Q4 2020 | Q3 2023 | 12 |
SIGNATUREFD, LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 12 |
BANK OF NOVA SCOTIA | 9 | 1 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 12 |
CITY HOLDING CO | 12 | 12 | 0.00% | 0.60% | 0.85% | Q4 2020 | Q3 2023 | 12 |
TrueWealth Advisors, LLC | 12 | 12 | 0.09% | 0.12% | 0.18% | Q4 2020 | Q3 2023 | 12 |
Brown Financial Advisory | 12 | 12 | 0.96% | 1.37% | 2.24% | Q4 2020 | Q3 2023 | 12 |
1900 WEALTH MANAGEMENT LLC | 12 | 12 | 0.33% | 0.58% | 0.94% | Q4 2020 | Q3 2023 | 12 |
SG Americas Securities, LLC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2021 | 12 |
MSI Financial Services Inc | 12 | 12 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q4 2016 | 12 |
Sunbelt Securities, Inc. | 12 | 12 | 0.05% | 0.15% | 0.24% | Q4 2020 | Q3 2023 | 12 |
Legacy Financial Group LLC | 12 | 12 | 1.64% | 4.41% | 5.48% | Q4 2020 | Q3 2023 | 12 |
Round Rock Advisors, LLC | 12 | 12 | 0.28% | 0.48% | 0.90% | Q4 2020 | Q3 2023 | 12 |
Thrive Capital Management, LLC | 12 | 12 | 4.88% | 5.78% | 7.15% | Q4 2020 | Q3 2023 | 12 |
MRA Advisory Group | 12 | 12 | 0.31% | 2.21% | 3.77% | Q4 2020 | Q3 2023 | 12 |
FIRST FOUNDATION ADVISORS | 9 | 3 | 0.01% | 0.24% | 0.74% | Q3 2019 | Q3 2023 | 12 |
RiverFront Investment Group, LLC | 8 | 4 | 0.08% | 1.78% | 5.08% | Q2 2015 | Q3 2023 | 12 |
State of Tennessee, Treasury Department | 6 | 1 | 0.01% | 0.09% | 0.18% | Q4 2017 | Q3 2022 | 12 |
Orion Portfolio Solutions, LLC | 11 | 1 | 0.01% | 0.09% | 0.17% | Q4 2019 | Q4 2022 | 12 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 12 | 12 | 0.05% | 0.13% | 0.20% | Q4 2020 | Q3 2023 | 12 |
Curi Wealth Management, LLC | 12 | 12 | 0.08% | 0.97% | 1.88% | Q4 2020 | Q3 2023 | 12 |
Allworth Financial LP | 5 | 2 | 0.00% | 0.00% | 0.02% | Q1 2017 | Q3 2023 | 12 |
Betterment LLC | 12 | 12 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Financial Architects, Inc | 11 | 1 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q2 2020 | 12 |
IndexIQ Advisors LLC | 8 | 4 | 0.01% | 0.42% | 1.00% | Q1 2019 | Q1 2022 | 12 |
McAdam, LLC | 12 | 12 | 0.05% | 0.12% | 0.28% | Q4 2020 | Q3 2023 | 12 |
Galvin, Gaustad & Stein, LLC | 12 | 12 | 0.06% | 0.43% | 1.09% | Q4 2020 | Q3 2023 | 12 |
HCR Wealth Advisors | 12 | 12 | 0.06% | 0.56% | 1.14% | Q4 2020 | Q3 2023 | 12 |
FormulaFolio Investments, LLC | 9 | 3 | 0.02% | 0.28% | 1.03% | Q2 2018 | Q2 2021 | 12 |
D'Orazio & Associates, Inc. | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2020 | 12 |
Aspire Private Capital, LLC | 8 | 4 | 0.00% | 0.04% | 0.10% | Q1 2020 | Q3 2023 | 12 |
TUCKER ASSET MANAGEMENT LLC | 12 | 12 | 0.02% | 0.05% | 0.18% | Q4 2020 | Q3 2023 | 12 |
DB Wealth Management Group, LLC | 12 | 12 | 0.03% | 0.97% | 1.30% | Q4 2020 | Q3 2023 | 12 |
Beaumont Financial Partners, LLC | 12 | 12 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q3 2020 | 12 |
Johnson Bixby & Associates, LLC | 12 | 12 | 0.32% | 1.45% | 3.74% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.00% | 0.11% | 0.46% | Q4 2020 | Q3 2023 | 12 |
HORIZON FINANCIAL SERVICES, LLC | 10 | 2 | 0.00% | 0.58% | 1.02% | Q3 2020 | Q3 2023 | 12 |
TOTH FINANCIAL ADVISORY CORP | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 12 |
Atria Investments, Inc | 7 | 5 | 0.01% | 0.21% | 0.40% | Q4 2019 | Q3 2023 | 12 |
Lumature Wealth Partners, LLC | 11 | 11 | 0.01% | 0.04% | 0.17% | Q4 2020 | Q2 2023 | 11 |
OLD NATIONAL BANCORP /IN/ | 11 | 11 | 0.02% | 0.05% | 0.08% | Q1 2021 | Q3 2023 | 11 |
Ausdal Financial Partners, Inc. | 6 | 1 | 0.04% | 0.27% | 0.54% | Q4 2017 | Q1 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.02% | 0.06% | Q1 2021 | Q3 2023 | 11 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 11 | 11 | 0.04% | 0.20% | 0.57% | Q1 2019 | Q3 2021 | 11 |
FIRST MERCHANTS CORP | 7 | 4 | 0.02% | 0.05% | 0.11% | Q3 2017 | Q4 2020 | 11 |
Global Wealth Management Investment Advisory, Inc. | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2021 | 11 |
Ellevest, Inc. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2021 | 11 |
CreativeOne Wealth, LLC | 11 | 11 | 0.01% | 0.14% | 0.33% | Q1 2021 | Q3 2023 | 11 |
Sierra Capital LLC | 11 | 11 | 0.06% | 0.18% | 0.24% | Q1 2021 | Q3 2023 | 11 |
WHITTIER TRUST CO OF NEVADA INC | 11 | 11 | 0.00% | 0.10% | 0.16% | Q2 2020 | Q4 2022 | 11 |
Capital Advisors Wealth Management, LLC | 11 | 11 | 0.07% | 0.17% | 0.27% | Q1 2021 | Q3 2023 | 11 |
Bernicke Wealth Management, Ltd. | 11 | 11 | 0.17% | 5.19% | 6.71% | Q4 2017 | Q2 2020 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.18% | 0.80% | 2.64% | Q4 2020 | Q2 2023 | 11 |
FIRST MERCANTILE TRUST CO | 11 | 11 | 0.15% | 0.48% | 1.60% | Q1 2019 | Q3 2021 | 11 |
Fort Sheridan Advisors LLC | 11 | 11 | 0.08% | 0.11% | 0.20% | Q1 2021 | Q3 2023 | 11 |
Spectrum Management Group, LLC | 11 | 11 | 0.00% | 0.22% | 0.68% | Q1 2020 | Q3 2022 | 11 |
Outlook Wealth Advisors, LLC | 11 | 11 | 0.21% | 0.33% | 0.49% | Q1 2020 | Q3 2022 | 11 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 1 | 0.00% | 0.08% | 0.20% | Q2 2018 | Q2 2022 | 11 |
Brookfield Asset Management | 11 | 11 | 0.04% | 0.06% | 0.10% | Q4 2020 | Q2 2023 | 11 |
Horst & Graben Wealth Management LLC | 6 | 5 | 0.06% | 0.72% | 1.89% | Q1 2020 | Q3 2023 | 11 |
Continuum Advisory, LLC | 7 | 1 | 0.07% | 0.23% | 0.45% | Q2 2018 | Q3 2023 | 11 |
Arkadios Wealth Advisors | 9 | 2 | 0.00% | 0.03% | 0.07% | Q4 2019 | Q3 2023 | 11 |
Dana Investment Advisors, Inc. | 11 | 11 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Crabel Capital Management, LLC | 7 | 4 | 0.11% | 1.14% | 2.70% | Q4 2020 | Q3 2023 | 11 |
Perigon Wealth Management, LLC | 7 | 1 | 0.00% | 0.05% | 0.15% | Q3 2011 | Q3 2023 | 11 |
JT Stratford LLC | 11 | 11 | 0.07% | 0.77% | 1.40% | Q2 2020 | Q4 2022 | 11 |
Stonebridge Capital Advisors LLC | 6 | 1 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q3 2023 | 11 |
COMERICA SECURITIES,INC. | 8 | 3 | 0.04% | 0.35% | 0.50% | Q1 2019 | Q4 2022 | 11 |
NOMURA ASSET MANAGEMENT CO LTD | 10 | 10 | 0.01% | 0.13% | 0.26% | Q2 2021 | Q3 2023 | 10 |
OLD MISSION CAPITAL LLC | 4 | 1 | 0.01% | 0.15% | 0.75% | Q1 2018 | Q3 2023 | 10 |
SYNOVUS FINANCIAL CORP | 5 | 1 | 0.00% | 0.00% | 0.02% | Q1 2017 | Q4 2022 | 10 |
Chesley Taft & Associates LLC | 10 | 10 | 0.08% | 0.10% | 0.14% | Q4 2019 | Q1 2022 | 10 |
Citadel Advisors | 2 | 1 | 0.00% | 0.00% | 0.02% | Q3 2015 | Q3 2023 | 10 |
Equitable Holdings, Inc. | 5 | 1 | 0.00% | 0.03% | 0.07% | Q1 2020 | Q3 2023 | 10 |
SII INVESTMENTS INC/WI | 10 | 10 | 0.02% | 0.03% | 0.04% | Q3 2015 | Q4 2017 | 10 |
ALTERNA WEALTH MANAGEMENT, INC | 6 | 4 | 0.22% | 1.08% | 3.78% | Q1 2020 | Q3 2023 | 10 |
AMERICAN INTERNATIONAL GROUP, INC. | 10 | 10 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q1 2016 | 10 |
Syverson Strege & Co | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 10 |
Blue Barn Wealth, LLC | 10 | 10 | 3.63% | 4.42% | 5.38% | Q2 2021 | Q3 2023 | 10 |
TWO SIGMA SECURITIES, LLC | 7 | 1 | 0.00% | 0.03% | 0.11% | Q4 2018 | Q3 2023 | 10 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 6 | 1 | 0.21% | 0.46% | 1.30% | Q2 2017 | Q1 2020 | 10 |
Destiny Wealth Partners, LLC | 8 | 2 | 0.02% | 1.32% | 3.22% | Q4 2020 | Q2 2023 | 10 |
Bellwether Advisors, LLC | 10 | 10 | 0.01% | 0.16% | 0.27% | Q4 2020 | Q1 2023 | 10 |
Core Wealth Advisors, Inc. | 10 | 10 | 0.03% | 2.23% | 4.16% | Q2 2021 | Q3 2023 | 10 |
Townsend & Associates, Inc | 10 | 10 | 0.22% | 0.43% | 0.61% | Q4 2017 | Q1 2020 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.03% | 0.06% | 0.09% | Q1 2021 | Q3 2023 | 10 |
CFS Investment Advisory Services, LLC | 9 | 1 | 0.08% | 0.43% | 2.17% | Q4 2020 | Q3 2023 | 10 |
MEITAV INVESTMENT HOUSE LTD | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
RHS Financial, LLC | 8 | 2 | 0.16% | 0.91% | 2.98% | Q1 2020 | Q4 2022 | 10 |
EAGLE GLOBAL ADVISORS LLC | 6 | 1 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 10 |
Braun-Bostich & Associates Inc. | 7 | 3 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2020 | 10 |
AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 7 | 3 | 0.06% | 0.14% | 0.28% | Q2 2016 | Q3 2019 | 10 |
Global Financial Private Capital, Inc | 9 | 1 | 0.00% | 0.07% | 0.54% | Q3 2017 | Q2 2020 | 10 |
Brand Asset Management Group, Inc. | 9 | 1 | 0.04% | 0.07% | 0.21% | Q1 2019 | Q1 2022 | 10 |
PENOBSCOT WEALTH MANAGEMENT | 10 | 10 | 0.32% | 0.42% | 0.54% | Q2 2021 | Q3 2023 | 10 |
Invesco Ltd. | 7 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q4 2022 | 10 |
Smart Money Group LLC | 9 | 1 | 0.34% | 0.84% | 1.71% | Q4 2018 | Q4 2021 | 10 |
Hudock, Inc. | 4 | 3 | 0.00% | 0.08% | 0.27% | Q2 2015 | Q3 2023 | 10 |
Brookstone Capital Management | 4 | 3 | 0.01% | 0.14% | 0.45% | Q1 2020 | Q4 2022 | 10 |
Center For Asset Management LLC | 10 | 10 | 0.22% | 0.51% | 1.92% | Q4 2020 | Q1 2023 | 10 |
Greystone Financial Group, LLC | 7 | 3 | 1.70% | 3.52% | 4.83% | Q4 2020 | Q3 2023 | 10 |
FOCUS Wealth Advisors, LLC | 10 | 10 | 0.14% | 0.15% | 0.17% | Q2 2021 | Q3 2023 | 10 |
Commonwealth Equity Services, Inc | 10 | 10 | 0.01% | 0.08% | 0.24% | Q2 2015 | Q3 2017 | 10 |
Bay Harbor Wealth Management, LLC | 6 | 1 | 0.00% | 0.47% | 1.41% | Q4 2018 | Q4 2022 | 10 |
SIGNET FINANCIAL MANAGEMENT, LLC | 6 | 1 | 0.00% | 0.14% | 0.26% | Q3 2018 | Q3 2023 | 10 |
PRUDENTIAL PLC | 6 | 3 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 9 |
JFS WEALTH ADVISORS, LLC | 9 | 9 | 0.06% | 0.10% | 0.16% | Q3 2021 | Q3 2023 | 9 |
Essex LLC | 9 | 9 | 0.20% | 1.38% | 2.81% | Q3 2021 | Q3 2023 | 9 |
Squar Milner Financial Services LLC | 7 | 2 | 0.01% | 0.09% | 0.34% | Q4 2017 | Q1 2020 | 9 |
DFPG INVESTMENTS, LLC | 9 | 9 | 0.10% | 0.18% | 0.32% | Q3 2021 | Q3 2023 | 9 |
Foundations Investment Advisors, LLC | 4 | 1 | 0.04% | 0.17% | 0.41% | Q4 2018 | Q3 2023 | 9 |
Leelyn Smith, LLC | 7 | 2 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q4 2022 | 9 |
Harbour Capital Advisors, LLC | 9 | 9 | 0.07% | 0.17% | 0.25% | Q1 2021 | Q1 2023 | 9 |
Ancora Advisors LLC | 7 | 2 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 9 |
HUNTINGTON NATIONAL BANK | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 9 |
AlphaCentric Advisors LLC | 6 | 3 | 0.07% | 0.10% | 0.15% | Q3 2020 | Q3 2023 | 9 |
Bluefin Trading, LLC | 4 | 1 | 0.01% | 0.24% | 0.54% | Q4 2013 | Q3 2019 | 9 |
Copperleaf Capital, LLC | 6 | 3 | 0.20% | 2.30% | 4.29% | Q1 2020 | Q1 2023 | 9 |
XML Financial, LLC | 9 | 9 | 0.02% | 0.08% | 0.14% | Q1 2020 | Q1 2022 | 9 |
Spotlight Asset Group, Inc. | 8 | 1 | 0.00% | 0.82% | 2.75% | Q4 2019 | Q2 2023 | 9 |
Simplicity Solutions, LLC | 5 | 1 | 0.02% | 0.09% | 0.33% | Q1 2018 | Q2 2023 | 9 |
Bank Julius Baer & Co. Ltd, Zurich | 9 | 9 | 0.00% | 0.19% | 0.52% | Q1 2020 | Q1 2022 | 9 |
SUNFLOWER BANK, NA WEALTH MANAGEMENT | 9 | 9 | 0.23% | 1.20% | 1.51% | Q2 2018 | Q2 2020 | 9 |
Evolution Wealth Advisors, LLC | 9 | 9 | 0.01% | 0.06% | 0.10% | Q1 2021 | Q1 2023 | 9 |
TNF LLC | 9 | 9 | 0.10% | 0.29% | 0.98% | Q3 2021 | Q3 2023 | 9 |
55I, LLC | 9 | 9 | 0.02% | 0.63% | 1.87% | Q1 2020 | Q1 2022 | 9 |
M&T BANK CORP | 5 | 4 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q1 2021 | 9 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 8 | 1 | 0.00% | 0.00% | 0.02% | Q2 2016 | Q3 2018 | 9 |
LIBERTY WEALTH MANAGEMENT LLC | 9 | 9 | 0.02% | 0.42% | 1.29% | Q3 2019 | Q3 2021 | 9 |
Kathmere Capital Management, LLC | 9 | 9 | 3.94% | 5.86% | 7.00% | Q2 2020 | Q2 2022 | 9 |
IHT Wealth Management, LLC | 4 | 1 | 0.00% | 0.02% | 0.03% | Q4 2016 | Q2 2023 | 9 |
Semmax Financial Advisors Inc. | 6 | 3 | 0.01% | 0.57% | 1.63% | Q4 2018 | Q1 2022 | 9 |
Tidal Investments LLC | 9 | 9 | 0.01% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
High Falls Advisors, Inc | 8 | 1 | 0.08% | 0.69% | 2.25% | Q1 2020 | Q4 2022 | 9 |
Richard Bernstein Advisors LLC | 9 | 9 | 0.01% | 4.57% | 6.01% | Q4 2016 | Q4 2018 | 9 |
Cedar Brook Financial Partners, LLC | 7 | 2 | 0.08% | 0.09% | 0.11% | Q1 2021 | Q2 2023 | 9 |
Raleigh Capital Management Inc. | 8 | 8 | 0.00% | 0.01% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Endowment Wealth Management, Inc. | 8 | 8 | 0.28% | 0.71% | 1.14% | Q4 2021 | Q3 2023 | 8 |
Aveo Capital Partners, LLC | 4 | 1 | 0.04% | 0.06% | 0.11% | Q4 2016 | Q3 2023 | 8 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 8 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 8 |
Roble, Belko & Company, Inc | 8 | 8 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q2 2021 | 8 |
Divergent Planning, LLC | 8 | 8 | 6.83% | 8.26% | 10.74% | Q4 2020 | Q3 2022 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Powers Advisory Group, LLC | 8 | 8 | 3.34% | 4.47% | 4.85% | Q4 2021 | Q3 2023 | 8 |
BerganKDV Wealth Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 8 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 8 | 8 | 0.03% | 0.06% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Procyon Advisors, LLC | 6 | 2 | 0.00% | 0.12% | 0.22% | Q1 2020 | Q1 2022 | 8 |
MMBG INVESTMENT ADVISORS CO. | 8 | 8 | 0.06% | 0.08% | 0.12% | Q4 2021 | Q3 2023 | 8 |
SRS Capital Advisors, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2022 | 8 |
Sovereign Financial Group, Inc. | 7 | 1 | 0.08% | 0.90% | 1.73% | Q4 2020 | Q4 2022 | 8 |
Activest Wealth Management | 7 | 1 | 0.04% | 0.06% | 0.07% | Q3 2021 | Q3 2023 | 8 |
FirstPurpose Wealth LLC | 8 | 8 | 0.22% | 0.53% | 0.65% | Q4 2021 | Q3 2023 | 8 |
Hofer & Associates. Inc | 8 | 8 | 1.54% | 1.66% | 1.76% | Q4 2021 | Q3 2023 | 8 |
CENTAURUS FINANCIAL, INC. | 7 | 1 | 0.01% | 0.07% | 0.16% | Q2 2018 | Q1 2022 | 8 |
UNITED MARITIME CAPITAL LLC | 8 | 8 | 0.64% | 1.24% | 1.99% | Q4 2020 | Q3 2022 | 8 |
Valtinson Bruner Financial Planning LLC | 8 | 8 | 0.18% | 0.25% | 0.43% | Q4 2018 | Q3 2020 | 8 |
Cornerstone Wealth Management, LLC | 4 | 4 | 0.01% | 0.05% | 0.09% | Q2 2018 | Q4 2020 | 8 |
FLC Capital Advisors | 8 | 8 | 0.12% | 1.39% | 2.96% | Q1 2020 | Q4 2021 | 8 |
VERUS CAPITAL PARTNERS, LLC | 7 | 1 | 0.00% | 0.18% | 0.35% | Q1 2020 | Q3 2023 | 8 |
Kathleen S. Wright Associates Inc. | 8 | 8 | 0.21% | 0.29% | 0.35% | Q4 2021 | Q3 2023 | 8 |
EPG Wealth Management LLC | 3 | 2 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 0.05% | 0.29% | 0.43% | Q4 2021 | Q3 2023 | 8 |
Icon Wealth Partners, LLC | 8 | 8 | 0.04% | 0.49% | 1.08% | Q1 2020 | Q4 2021 | 8 |
RITHOLTZ WEALTH MANAGEMENT | 8 | 8 | 0.05% | 0.05% | 0.07% | Q2 2020 | Q1 2022 | 8 |
HawsGoodwin Investment Management LLC | 8 | 8 | 0.44% | 1.62% | 2.89% | Q1 2020 | Q4 2021 | 8 |
Aspire Wealth Management Corp | 8 | 8 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
OneDigital Investment Advisors LLC | 5 | 3 | 0.02% | 0.17% | 0.60% | Q1 2020 | Q3 2023 | 8 |
KilterHowling LLC | 8 | 8 | 0.24% | 9.99% | 16.86% | Q4 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Source Financial Advisors LLC | 8 | 8 | 0.15% | 0.87% | 1.54% | Q4 2021 | Q3 2023 | 8 |
Merit Financial Group, LLC | 4 | 1 | 0.05% | 0.19% | 0.39% | Q3 2018 | Q3 2023 | 8 |
WBI INVESTMENTS, LLC | 3 | 1 | 0.09% | 2.54% | 13.34% | Q2 2015 | Q3 2021 | 8 |
Renaissance Technologies | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 8 |
MAS Advisors LLC | 8 | 8 | 0.46% | 0.78% | 1.41% | Q4 2021 | Q3 2023 | 8 |
FINANCIAL ADVISORY PARTNERS, LLC | 8 | 8 | 4.50% | 5.17% | 5.79% | Q4 2021 | Q3 2023 | 8 |
Koshinski Asset Management, Inc. | 6 | 2 | 0.01% | 0.12% | 0.24% | Q3 2021 | Q3 2023 | 8 |
S.A. Mason LLC | 7 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2022 | 8 |
Legacy Wealth Planning, LLC | 7 | 1 | 0.24% | 0.46% | 0.74% | Q2 2020 | Q2 2022 | 8 |
Ascent Group, LLC | 8 | 8 | 0.19% | 0.33% | 0.54% | Q4 2021 | Q3 2023 | 8 |
Transamerica Financial Advisors, Inc. | 6 | 1 | 0.00% | 0.08% | 0.33% | Q2 2019 | Q3 2023 | 8 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 7 | 1 | 0.06% | 0.18% | 0.48% | Q4 2019 | Q4 2021 | 8 |
North Star Investment Management Corp. | 8 | 8 | 0.02% | 0.10% | 0.20% | Q4 2021 | Q3 2023 | 8 |
AdvisorShares Investments LLC | 8 | 8 | 0.02% | 0.14% | 0.42% | Q4 2019 | Q3 2021 | 8 |
Element Wealth, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 4 | 1 | 0.01% | 0.39% | 0.80% | Q4 2016 | Q4 2020 | 8 |
Beacon Financial Advisory LLC | 4 | 2 | 0.11% | 0.19% | 0.25% | Q4 2020 | Q3 2023 | 8 |
Baystate Wealth Management LLC | 3 | 2 | 0.00% | 0.02% | 0.14% | Q2 2020 | Q4 2022 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.01% | 0.04% | 0.09% | Q3 2021 | Q3 2023 | 8 |
Lenox Wealth Management, Inc. | 8 | 8 | 0.00% | 0.49% | 2.25% | Q3 2018 | Q2 2020 | 8 |
Neuberger Berman Group LLC | 5 | 3 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2018 | 8 |
AlphaCore Capital LLC | 5 | 1 | 0.00% | 0.15% | 0.36% | Q4 2019 | Q3 2023 | 8 |
BNP PARIBAS FINANCIAL MARKETS | 4 | 2 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 8 |
Level Financial Advisors | 8 | 8 | 1.66% | 2.12% | 2.31% | Q4 2021 | Q3 2023 | 8 |
Triumph Capital Management | 8 | 8 | 0.10% | 0.32% | 0.52% | Q3 2021 | Q2 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
COLONY GROUP LLC | 4 | 1 | 0.00% | 0.02% | 0.10% | Q1 2021 | Q3 2023 | 8 |
TOEWS CORP /ADV | 3 | 2 | 0.17% | 1.26% | 3.75% | Q4 2020 | Q2 2023 | 7 |
PRINCIPAL FINANCIAL GROUP INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 7 |
RWA WEALTH PARTNERS, LLC | 4 | 1 | 0.19% | 0.87% | 1.38% | Q2 2019 | Q3 2023 | 7 |
Goodwin Investment Advisory | 7 | 7 | 0.00% | 0.10% | 0.25% | Q4 2020 | Q2 2022 | 7 |
State of New Jersey Common Pension Fund D | 7 | 7 | 0.04% | 0.16% | 0.42% | Q1 2022 | Q3 2023 | 7 |
VALLEY NATIONAL ADVISERS INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 7 |
CALIBER WEALTH MANAGEMENT, LLC | 7 | 7 | 1.36% | 1.87% | 2.42% | Q2 2021 | Q4 2022 | 7 |
CABOT WEALTH MANAGEMENT INC | 7 | 7 | 0.11% | 0.15% | 0.19% | Q1 2022 | Q3 2023 | 7 |
MGO ONE SEVEN LLC | 7 | 7 | 0.04% | 0.14% | 0.22% | Q1 2022 | Q3 2023 | 7 |
Trilogy Capital Inc. | 7 | 7 | 0.01% | 0.34% | 0.58% | Q2 2018 | Q4 2019 | 7 |
SENTINEL ASSET MANAGEMENT, INC. | 7 | 7 | 0.08% | 0.13% | 0.43% | Q1 2016 | Q3 2017 | 7 |
MCDONALD PARTNERS LLC | 7 | 7 | 0.22% | 0.27% | 0.29% | Q4 2020 | Q2 2022 | 7 |
IRON Financial LLC | 3 | 1 | 0.41% | 3.50% | 7.27% | Q1 2017 | Q4 2019 | 7 |
Castleview Partners, LLC | 6 | 1 | 0.00% | 0.03% | 0.14% | Q2 2021 | Q1 2023 | 7 |
Phoenix Holdings Ltd. | 7 | 7 | 0.02% | 0.04% | 0.05% | Q4 2019 | Q2 2021 | 7 |
4J Wealth Management LLC | 6 | 1 | 0.97% | 1.17% | 1.66% | Q4 2020 | Q3 2023 | 7 |
Investments & Financial Planning, LLC | 4 | 3 | 0.59% | 0.90% | 1.29% | Q4 2021 | Q3 2023 | 7 |
STRATEGY ASSET MANAGERS LLC | 6 | 1 | 0.08% | 0.14% | 0.19% | Q2 2020 | Q1 2022 | 7 |
Main Management LLC | 7 | 7 | 0.01% | 0.82% | 1.10% | Q3 2020 | Q1 2022 | 7 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 5 | 2 | 0.01% | 0.07% | 0.17% | Q3 2021 | Q2 2023 | 7 |
DAVENPORT & Co LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q2 2023 | 7 |
IRONWOOD WEALTH MANAGEMENT, INC. | 7 | 7 | 4.56% | 5.06% | 5.53% | Q4 2020 | Q2 2022 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
American Trust | 7 | 7 | 0.13% | 0.18% | 0.31% | Q4 2021 | Q2 2023 | 7 |
FIRST MANHATTAN CO. LLC. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2023 | 7 |
Concorde Asset Management, LLC | 4 | 1 | 0.30% | 1.15% | 2.10% | Q1 2020 | Q3 2023 | 7 |
Douglass Winthrop Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2019 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.06% | 0.10% | 0.26% | Q1 2022 | Q3 2023 | 7 |
Banco Santander, S.A. | 7 | 7 | 0.01% | 0.03% | 0.04% | Q2 2018 | Q4 2019 | 7 |
Smith, Salley & Associates | 7 | 7 | 0.04% | 0.12% | 0.15% | Q1 2021 | Q3 2022 | 7 |
CREDIT SUISSE AG/ | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 7 |
Legacy Wealth Partners, Inc. | 7 | 7 | 0.15% | 0.28% | 0.56% | Q4 2019 | Q2 2021 | 7 |
Trek Financial, LLC | 4 | 3 | 0.02% | 0.18% | 0.34% | Q1 2020 | Q4 2022 | 7 |
Psagot Value Holdings Ltd. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2019 | 7 |
VIVID FINANCIAL MANAGEMENT, INC. | 7 | 7 | 0.14% | 1.30% | 1.83% | Q4 2019 | Q2 2021 | 7 |
Cerity Partners LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
Redwood Financial Network Corp | 7 | 7 | 0.43% | 0.51% | 0.57% | Q1 2022 | Q3 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
Private Capital Group, LLC | 5 | 1 | 0.00% | 0.08% | 0.16% | Q4 2017 | Q2 2022 | 7 |
COMMERCE BANK | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Transform Wealth, LLC | 5 | 2 | 0.23% | 1.15% | 3.28% | Q2 2019 | Q3 2023 | 7 |
MONEY CONCEPTS CAPITAL CORP | 5 | 2 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q4 2022 | 7 |
Vantage Investment Advisors, LLC | 7 | 7 | 0.00% | 0.03% | 0.07% | Q1 2017 | Q3 2018 | 7 |
Western Wealth Management, LLC | 7 | 7 | 0.10% | 0.14% | 0.17% | Q1 2022 | Q3 2023 | 7 |
WHITENER CAPITAL MANAGEMENT, INC. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 7 |
Occidental Asset Management, LLC | 7 | 7 | 0.18% | 2.90% | 3.95% | Q2 2018 | Q4 2019 | 7 |
Leicht Financial Planning & Wealth Management, Inc. | 7 | 7 | 0.48% | 3.35% | 5.49% | Q3 2018 | Q1 2020 | 7 |
MA Private Wealth | 4 | 1 | 0.05% | 0.73% | 2.62% | Q2 2020 | Q3 2023 | 7 |
Laurel Wealth Advisors LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 7 |
Golden State Wealth Management, LLC | 4 | 3 | 0.01% | 0.04% | 0.08% | Q1 2019 | Q4 2020 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.03% | 0.20% | 0.45% | Q1 2021 | Q4 2022 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
TAP Consulting, LLC | 7 | 7 | 0.19% | 0.65% | 0.96% | Q3 2019 | Q1 2021 | 7 |
STEPHENS INC /AR/ | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Monument Capital Management | 7 | 7 | 0.32% | 1.01% | 1.66% | Q2 2020 | Q4 2021 | 7 |
Avion Wealth | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Tri-Star Advisors Inc. | 3 | 3 | 0.56% | 2.65% | 4.70% | Q2 2020 | Q4 2022 | 6 |
Moors & Cabot, Inc. | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2023 | 6 |
Omega Financial Group, LLC | 4 | 2 | 0.16% | 0.22% | 0.33% | Q2 2020 | Q4 2022 | 6 |
Apollon Wealth Management, LLC | 5 | 1 | 0.02% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 6 |
Simplicity Wealth,LLC | 5 | 1 | 0.21% | 1.68% | 4.16% | Q4 2021 | Q2 2023 | 6 |
Valmark Advisers, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2021 | 6 |
SeaCrest Wealth Management, LLC | 6 | 6 | 0.02% | 0.06% | 0.09% | Q4 2017 | Q1 2019 | 6 |
WEDBUSH SECURITIES INC | 6 | 6 | 0.03% | 0.07% | 0.10% | Q2 2022 | Q3 2023 | 6 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.44% | 0.76% | 1.41% | Q3 2018 | Q2 2023 | 6 |
Destination Wealth Management | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2019 | 6 |
Roundview Capital LLC | 6 | 6 | 0.20% | 0.28% | 0.40% | Q2 2022 | Q3 2023 | 6 |
Oxinas Partners Wealth Management LLC | 6 | 6 | 0.17% | 0.41% | 0.70% | Q4 2020 | Q1 2022 | 6 |
Valeo Financial Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2021 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.04% | 0.16% | Q2 2022 | Q3 2023 | 6 |
Emerald Advisors, LLC | 6 | 6 | 0.19% | 0.31% | 0.42% | Q2 2021 | Q3 2022 | 6 |
Windsor Wealth Management, Inc. | 6 | 6 | 0.06% | 0.69% | 1.04% | Q2 2022 | Q3 2023 | 6 |
Cooper Financial Group | 5 | 1 | 0.09% | 1.40% | 2.28% | Q1 2020 | Q4 2022 | 6 |
Ackerman Capital Advisors, LLC | 6 | 6 | 0.05% | 0.08% | 0.09% | Q3 2021 | Q4 2022 | 6 |
ONE Advisory Partners, LLC | 3 | 3 | 0.17% | 1.92% | 3.08% | Q2 2020 | Q2 2023 | 6 |
Fosun International Ltd | 4 | 2 | 0.47% | 0.63% | 0.74% | Q1 2020 | Q4 2021 | 6 |
SALEM INVESTMENT COUNSELORS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
Clear Perspective Advisors, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q2 2018 | 6 |
PAX Financial Group, LLC | 5 | 1 | 1.25% | 1.80% | 1.96% | Q4 2019 | Q4 2022 | 6 |
GFG Capital, LLC | 6 | 6 | 0.19% | 0.41% | 0.49% | Q3 2021 | Q4 2022 | 6 |
Bogart Wealth, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
Key FInancial Inc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Financial Sense Advisors, Inc. | 6 | 6 | 0.22% | 3.41% | 4.61% | Q2 2020 | Q3 2021 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.01% | 0.07% | 0.14% | Q2 2018 | Q3 2019 | 6 |
Miracle Mile Advisors, LLC | 4 | 2 | 0.17% | 0.35% | 0.60% | Q1 2022 | Q3 2023 | 6 |
Friedenthal Financial | 6 | 6 | 1.55% | 2.15% | 4.59% | Q2 2022 | Q3 2023 | 6 |
SEAVIEW INVESTMENT MANAGERS LLC | 6 | 6 | 0.07% | 0.32% | 0.53% | Q1 2022 | Q2 2023 | 6 |
Colonial Trust Advisors | 5 | 1 | 0.01% | 0.02% | 0.06% | Q2 2017 | Q3 2023 | 6 |
Investors Research Corp | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Ameritas Investment Company, LLC | 3 | 1 | 0.01% | 0.04% | 0.14% | Q4 2018 | Q1 2021 | 6 |
Blankinship & Foster, LLC | 6 | 6 | 0.28% | 0.90% | 1.91% | Q2 2022 | Q3 2023 | 6 |
Beirne Wealth Consulting Services, LLC | 6 | 6 | 0.31% | 0.38% | 0.54% | Q2 2022 | Q3 2023 | 6 |
FRANKLIN RESOURCES INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Marcum Wealth, LLC | 6 | 6 | 0.03% | 0.09% | 0.13% | Q1 2022 | Q2 2023 | 6 |
Pettinga Financial Advisors LLC | 6 | 6 | 0.06% | 0.11% | 0.18% | Q2 2020 | Q3 2021 | 6 |
Bernardo Wealth Planning LLC | 6 | 6 | 0.12% | 0.40% | 0.94% | Q1 2020 | Q2 2021 | 6 |
ATWOOD & PALMER INC | 5 | 1 | 0.00% | 0.74% | 1.00% | Q4 2020 | Q3 2023 | 6 |
MONETA GROUP INVESTMENT ADVISORS LLC | 3 | 3 | 0.05% | 0.28% | 0.43% | Q3 2018 | Q1 2020 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.02% | 0.02% | 0.05% | Q2 2022 | Q3 2023 | 6 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2022 | 6 |
Lloyd Advisory Services, LLC. | 5 | 1 | 0.00% | 0.09% | 0.13% | Q4 2019 | Q1 2022 | 6 |
ShoreHaven Wealth Partners, LLC | 5 | 1 | 1.38% | 2.29% | 3.10% | Q1 2021 | Q4 2022 | 6 |
Carl P. Sherr & Co., LLC | 6 | 6 | 0.17% | 0.25% | 0.28% | Q1 2021 | Q2 2022 | 6 |
WESTERN FINANCIAL Corp | 5 | 1 | 0.18% | 0.85% | 1.39% | Q4 2020 | Q3 2022 | 6 |
Stone House Investment Management, LLC | 5 | 1 | 0.95% | 1.68% | 2.17% | Q1 2020 | Q4 2022 | 6 |
Carmichael Hill & Associates, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
SEGALL BRYANT & HAMILL, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q2 2021 | 6 |
Partners Value Investments L.P. | 5 | 1 | 0.00% | 0.16% | 0.24% | Q2 2020 | Q3 2023 | 6 |
Laffer Tengler Investments, Inc. | 6 | 6 | 0.06% | 0.15% | 0.37% | Q2 2022 | Q3 2023 | 6 |
PRELUDE CAPITAL MANAGEMENT, LLC | 4 | 2 | 0.03% | 0.45% | 1.34% | Q1 2019 | Q3 2020 | 6 |
Sharkey, Howes & Javer | 4 | 1 | 1.36% | 1.76% | 1.97% | Q1 2020 | Q4 2022 | 5 |
Invst, LLC | 4 | 1 | 0.14% | 0.40% | 0.50% | Q1 2020 | Q4 2022 | 5 |
WINTRUST INVESTMENTS LLC | 4 | 1 | 0.19% | 0.26% | 0.37% | Q1 2020 | Q4 2021 | 5 |
EFG Asset Management (Americas) Corp. | 4 | 1 | 0.04% | 0.07% | 0.15% | Q1 2022 | Q3 2023 | 5 |
Wedmont Private Capital | 5 | 5 | 0.05% | 0.07% | 0.10% | Q3 2022 | Q3 2023 | 5 |
Delek Group, Ltd. | 4 | 1 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q1 2019 | 5 |
Johnson Midwest Financial, LLC | 5 | 5 | 0.02% | 0.06% | 0.09% | Q3 2022 | Q3 2023 | 5 |
WestEnd Advisors, LLC | 5 | 5 | 0.00% | 0.32% | 1.60% | Q1 2022 | Q1 2023 | 5 |
Financial Futures Ltd Liability Co. | 5 | 5 | 1.78% | 2.11% | 2.62% | Q2 2022 | Q2 2023 | 5 |
Cascadia Advisory Services, LLC | 2 | 1 | 0.05% | 0.19% | 0.30% | Q4 2019 | Q3 2021 | 5 |
LINCOLN NATIONAL CORP | 4 | 1 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q3 2023 | 5 |
SEI INVESTMENTS CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2019 | 5 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.28% | 0.62% | Q4 2021 | Q3 2023 | 5 |
EATON VANCE MANAGEMENT | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 5 |
Austin Private Wealth, LLC | 4 | 1 | 0.24% | 0.67% | 0.94% | Q1 2020 | Q4 2022 | 5 |
Mach-1 Financial Group, LLC | 4 | 1 | 0.02% | 0.77% | 2.01% | Q4 2021 | Q1 2023 | 5 |
Virtue Capital Management, LLC | 5 | 5 | 0.87% | 1.12% | 1.44% | Q3 2022 | Q3 2023 | 5 |
Eudaimonia Partners, LLC | 5 | 5 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q1 2021 | 5 |
Systelligence, LLC | 5 | 5 | 0.80% | 2.03% | 3.64% | Q4 2022 | Q4 2023 | 5 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 4 | 1 | 0.08% | 0.09% | 0.11% | Q4 2019 | Q1 2021 | 5 |
Blue Chip Partners, LLC | 5 | 5 | 0.56% | 0.63% | 0.68% | Q2 2022 | Q2 2023 | 5 |
ICA Group Wealth Management, LLC | 5 | 5 | 0.00% | 0.04% | 0.10% | Q2 2022 | Q2 2023 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 5 |
Berkshire Money Management, Inc. | 5 | 5 | 0.28% | 0.33% | 0.38% | Q4 2018 | Q4 2019 | 5 |
WASHINGTON TRUST Co | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
ZACKS INVESTMENT MANAGEMENT | 4 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2018 | 5 |
Regal Investment Advisors LLC | 1 | 1 | 0.00% | 0.09% | 0.19% | Q1 2015 | Q4 2022 | 5 |
West Wealth Group, LLC | 5 | 5 | 0.36% | 0.77% | 1.89% | Q1 2022 | Q1 2023 | 5 |
KRAEMATON INVESTMENT ADVISORS, INC | 5 | 5 | 1.09% | 1.27% | 1.39% | Q3 2022 | Q3 2023 | 5 |
CURIAN CAPITAL LLC | 5 | 5 | 0.13% | 0.15% | 0.18% | Q4 2014 | Q4 2015 | 5 |
Blue Sky Asset Management, LLC | 5 | 5 | 0.49% | 1.80% | 3.78% | Q4 2019 | Q4 2020 | 5 |
Bison Wealth, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2021 | 5 |
Clarus Wealth Advisors | 5 | 5 | 0.02% | 0.04% | 0.11% | Q2 2018 | Q2 2019 | 5 |
TRUE Private Wealth Advisors | 4 | 1 | 0.12% | 0.18% | 0.23% | Q1 2020 | Q4 2022 | 5 |
GODSEY & GIBB, INC | 3 | 2 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2022 | 5 |
PEOPLES BANK /OH | 5 | 5 | 0.12% | 0.13% | 0.15% | Q3 2021 | Q3 2022 | 5 |
WFA of San Diego, LLC | 2 | 1 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 5 |
NIEMANN CAPITAL MANAGEMENT INC | 5 | 5 | 0.15% | 0.24% | 0.57% | Q4 2018 | Q4 2019 | 5 |
Chicago Partners Investment Group LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2018 | 5 |
SMITH CHAS P & ASSOCIATES PA CPAS | 3 | 1 | 0.02% | 3.97% | 5.20% | Q2 2021 | Q4 2022 | 5 |
FIRETHORN WEALTH PARTNERS, LLC | 3 | 1 | 0.16% | 0.77% | 1.74% | Q4 2020 | Q4 2022 | 5 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 4 | 1 | 0.00% | 0.03% | 0.14% | Q3 2017 | Q1 2020 | 5 |
BT Wealth Management LLC | 5 | 5 | 0.16% | 0.19% | 0.21% | Q4 2018 | Q4 2019 | 5 |
Intelligence Driven Advisers, LLC | 5 | 5 | 0.07% | 0.25% | 0.41% | Q3 2020 | Q3 2021 | 5 |
Veracity Capital LLC | 4 | 1 | 0.16% | 0.25% | 0.33% | Q1 2020 | Q4 2022 | 5 |
WEBSTER BANK, N. A. | 5 | 5 | 0.47% | 0.76% | 0.88% | Q3 2022 | Q3 2023 | 5 |
Asset Dedication, LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 5 |
Keystone Wealth Services, LLC | 3 | 2 | 0.10% | 0.31% | 0.75% | Q4 2021 | Q1 2023 | 5 |
Colonial Trust Co / SC | 5 | 5 | 0.08% | 0.12% | 0.24% | Q3 2022 | Q3 2023 | 5 |
RETIREMENT CAPITAL STRATEGIES | 5 | 5 | 2.26% | 4.38% | 6.99% | Q4 2018 | Q4 2019 | 5 |
Rehmann Capital Advisory Group | 3 | 2 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2019 | 5 |
ANGELES WEALTH MANAGEMENT, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Paradigm Financial Partners, LLC | 4 | 1 | 0.10% | 1.46% | 2.54% | Q4 2020 | Q3 2023 | 5 |
NATIONAL PLANNING CORP | 4 | 1 | 0.00% | 0.02% | 0.03% | Q4 2014 | Q3 2017 | 5 |
Acorn Wealth Advisors, LLC | 3 | 2 | 0.06% | 0.10% | 0.17% | Q4 2017 | Q3 2023 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.09% | 0.10% | 0.13% | Q3 2021 | Q3 2022 | 5 |
Straight Path Wealth Management | 4 | 4 | 1.24% | 1.37% | 1.44% | Q4 2021 | Q3 2022 | 4 |
Scissortail Wealth Management, LLC | 4 | 4 | 0.77% | 1.11% | 1.41% | Q3 2022 | Q2 2023 | 4 |
OmniStar Financial Group, Inc. | 4 | 4 | 0.19% | 0.19% | 0.20% | Q1 2020 | Q4 2020 | 4 |
Centerpoint Advisors, LLC | 4 | 4 | 0.00% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
REGIONS FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 4 |
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 4 | 4 | 0.06% | 0.33% | 0.58% | Q1 2022 | Q4 2022 | 4 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 3 | 1 | 0.00% | 0.04% | 0.14% | Q2 2022 | Q2 2023 | 4 |
OPPENHEIMER ASSET MANAGEMENT INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
Virtu Financial LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q3 2018 | 4 |
CoreCap Advisors, LLC | 3 | 1 | 0.01% | 0.04% | 0.09% | Q4 2021 | Q4 2022 | 4 |
F3Logic, LLC | 4 | 4 | 1.56% | 4.37% | 5.90% | Q1 2022 | Q4 2022 | 4 |
FARMERS & MERCHANTS INVESTMENTS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2023 | 4 |
Williams Financial, LLC | 3 | 1 | 2.94% | 4.99% | 6.89% | Q4 2020 | Q4 2022 | 4 |
Ashfield Capital Partners, LLC | 4 | 4 | 0.04% | 0.13% | 0.19% | Q4 2016 | Q3 2017 | 4 |
Gerber Kawasaki Wealth & Investment Management | 3 | 1 | 0.00% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 4 |
MACKENZIE FINANCIAL CORP | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q2 2019 | 4 |
FINANCIAL MANAGEMENT NETWORK INC | 4 | 4 | 0.19% | 0.21% | 0.24% | Q4 2022 | Q3 2023 | 4 |
SPINNAKER TRUST | 4 | 4 | 0.54% | 0.55% | 0.56% | Q4 2015 | Q3 2016 | 4 |
CHANNEL WEALTH LLC | 4 | 4 | 0.19% | 0.39% | 0.57% | Q1 2023 | Q4 2023 | 4 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 4 | 4 | 10.01% | 10.60% | 11.30% | Q4 2022 | Q3 2023 | 4 |
BB&T INVESTMENT SERVICES, INC. | 4 | 4 | 0.03% | 0.07% | 0.09% | Q1 2017 | Q4 2017 | 4 |
FAS Wealth Partners, Inc. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2023 | 4 |
MARIPAU WEALTH MANAGEMENT LLC | 4 | 4 | 0.21% | 0.53% | 1.01% | Q3 2022 | Q2 2023 | 4 |
Sterling Investment Counsel, LLC | 4 | 4 | 0.33% | 0.36% | 0.41% | Q4 2022 | Q3 2023 | 4 |
Teamwork Financial Advisors, LLC | 3 | 1 | 0.04% | 0.12% | 0.20% | Q2 2020 | Q4 2022 | 4 |
Copperwynd Financial, LLC | 4 | 4 | 0.16% | 0.20% | 0.28% | Q1 2019 | Q4 2019 | 4 |
Cypress Wealth Advisors LLC | 4 | 4 | 0.29% | 0.36% | 0.47% | Q2 2015 | Q1 2016 | 4 |
Cyndeo Wealth Partners, LLC | 4 | 4 | 0.15% | 0.29% | 0.35% | Q4 2022 | Q3 2023 | 4 |
FSA Wealth Management LLC | 3 | 1 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q4 2020 | 4 |
EverSource Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.02% | 0.04% | Q2 2022 | Q1 2023 | 4 |
SigFig Wealth Management, LLC | 3 | 1 | 0.06% | 0.08% | 0.10% | Q2 2020 | Q4 2022 | 4 |
PATHSTONE FAMILY OFFICE, LLC | 4 | 4 | 0.35% | 0.61% | 0.72% | Q4 2022 | Q3 2023 | 4 |
WealthPlan Investment Management, LLC | 4 | 4 | 0.00% | 0.02% | 0.04% | Q3 2022 | Q2 2023 | 4 |
SUTTON PLACE INVESTORS LLC | 3 | 1 | 0.29% | 0.42% | 0.67% | Q4 2021 | Q4 2022 | 4 |
Peak Asset Management, LLC | 4 | 4 | 0.19% | 0.27% | 0.36% | Q2 2020 | Q1 2021 | 4 |
DELPHI FINANCIAL GROUP, INC. | 4 | 4 | 6.35% | 11.83% | 15.68% | Q4 2022 | Q3 2023 | 4 |
Tiller Private Wealth, Inc. | 4 | 4 | 1.43% | 1.64% | 1.76% | Q1 2016 | Q4 2016 | 4 |
Graypoint LLC | 4 | 4 | 0.03% | 0.50% | 0.80% | Q4 2022 | Q3 2023 | 4 |
EASTERN BANK | 4 | 4 | 0.05% | 0.09% | 0.10% | Q1 2014 | Q4 2014 | 4 |
Atlas Private Wealth Advisors | 4 | 4 | 0.03% | 0.03% | 0.04% | Q2 2020 | Q1 2021 | 4 |
Western Financial Corp/CA | 4 | 4 | 1.09% | 1.19% | 1.37% | Q4 2022 | Q3 2023 | 4 |
WADDELL & ASSOCIATES, LLC | 3 | 1 | 0.04% | 0.05% | 0.08% | Q3 2020 | Q2 2022 | 4 |
CUTLER INVESTMENT COUNSEL LLC | 4 | 4 | 1.71% | 1.83% | 2.06% | Q1 2017 | Q4 2017 | 4 |
DELTA ASSET MANAGEMENT LLC/TN | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
First Heartland Consultants, Inc. | 3 | 1 | 0.04% | 0.05% | 0.06% | Q2 2020 | Q4 2022 | 4 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 4 | 4 | 0.06% | 0.09% | 0.12% | Q1 2022 | Q4 2022 | 4 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q4 2022 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
New Republic Capital, LLC | 4 | 4 | 0.37% | 0.44% | 0.57% | Q4 2022 | Q3 2023 | 4 |
My Legacy Advisors, LLC | 4 | 4 | 2.16% | 2.30% | 2.48% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.08% | 0.24% | 0.46% | Q4 2022 | Q3 2023 | 4 |
Robertson Stephens Wealth Management, LLC | 3 | 1 | 0.08% | 0.14% | 0.18% | Q2 2020 | Q4 2022 | 4 |
VICUS CAPITAL | 4 | 4 | 0.08% | 0.12% | 0.15% | Q1 2020 | Q4 2020 | 4 |
Northwest Capital Management Inc | 4 | 4 | 0.08% | 0.20% | 0.36% | Q4 2022 | Q3 2023 | 4 |
PICTET ASSET MANAGEMENT LTD | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q1 2017 | 4 |
Klaas Financial Asset Advisors, LLC | 4 | 4 | 0.42% | 0.47% | 0.53% | Q4 2022 | Q3 2023 | 4 |
MBE Wealth Management, LLC | 4 | 4 | 0.23% | 0.25% | 0.29% | Q4 2019 | Q3 2020 | 4 |
Morton Brown Family Wealth, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
WealthPLAN Partners, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q2 2023 | 4 |
FinDec Wealth Services, Inc. | 4 | 4 | 3.02% | 3.63% | 5.28% | Q4 2022 | Q3 2023 | 4 |
ADVISOR PARTNERS II, LLC | 4 | 4 | 0.18% | 0.22% | 0.25% | Q4 2022 | Q3 2023 | 4 |
Etesian Wealth Advisors, Inc. | 4 | 4 | 1.09% | 1.17% | 1.34% | Q4 2022 | Q3 2023 | 4 |
Wallace Advisory Group, LLC | 4 | 4 | 0.34% | 0.36% | 0.37% | Q4 2022 | Q3 2023 | 4 |
Pensionmark Financial Group, LLC | 3 | 1 | 0.07% | 0.10% | 0.17% | Q2 2020 | Q4 2022 | 4 |
Perella Weinberg Partners Capital Management LP | 2 | 2 | 0.08% | 0.24% | 0.34% | Q4 2017 | Q2 2019 | 4 |
RDA Financial Network | 4 | 4 | 0.11% | 0.13% | 0.15% | Q4 2019 | Q3 2020 | 4 |
LEVEL FOUR FINANCIAL, LLC | 4 | 4 | 0.12% | 0.14% | 0.15% | Q4 2020 | Q3 2021 | 4 |
Jackson Creek Investment Advisors LLC | 4 | 4 | 0.46% | 0.48% | 0.49% | Q4 2022 | Q3 2023 | 4 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Wells Financial Advisors INC | 4 | 4 | 0.07% | 0.51% | 0.98% | Q4 2022 | Q3 2023 | 4 |
Garden State Investment Advisory Services LLC | 4 | 4 | 0.27% | 0.31% | 0.38% | Q4 2022 | Q3 2023 | 4 |
Winfield Associates, Inc. | 4 | 4 | 0.21% | 0.48% | 0.68% | Q2 2021 | Q1 2022 | 4 |
Carr Financial Group Corp | 4 | 4 | 0.11% | 0.60% | 1.08% | Q4 2022 | Q3 2023 | 4 |
Provident Wealth Management, LLC | 4 | 4 | 0.00% | 0.29% | 0.63% | Q4 2019 | Q3 2020 | 4 |
JB Capital LLC | 3 | 1 | 0.03% | 0.45% | 1.60% | Q4 2021 | Q4 2022 | 4 |
Alliance Wealth Advisors, LLC /UT | 4 | 4 | 0.34% | 0.38% | 0.42% | Q4 2022 | Q3 2023 | 4 |
U.S. Capital Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 4 |
Perennial Investment Advisors, LLC | 4 | 4 | 0.07% | 0.39% | 0.77% | Q4 2022 | Q3 2023 | 4 |
MACQUARIE GROUP LTD | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Worth Financial Advisory Group, LLC | 4 | 4 | 1.26% | 1.32% | 1.38% | Q4 2022 | Q3 2023 | 4 |
Hutchens & Kramer Investment Management Group, LLC | 1 | 1 | 0.85% | 2.12% | 3.21% | Q1 2022 | Q2 2023 | 3 |
Physician Wealth Advisors, Inc. | 3 | 3 | 0.68% | 0.73% | 0.78% | Q1 2020 | Q3 2020 | 3 |
Sonora Investment Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2020 | 3 |
Vivaldi Capital Management LP | 3 | 3 | 0.10% | 0.11% | 0.11% | Q1 2021 | Q3 2021 | 3 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
Destiny Capital Corp/CO | 3 | 3 | 2.73% | 2.79% | 2.84% | Q4 2022 | Q2 2023 | 3 |
COLUMBIA ADVISORY PARTNERS LLC | 3 | 3 | 0.36% | 0.40% | 0.42% | Q1 2023 | Q3 2023 | 3 |
NorthCrest Asset Manangement, LLC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Wealth Advisory Solutions, LLC | 2 | 1 | 0.08% | 0.14% | 0.19% | Q4 2019 | Q3 2020 | 3 |
Corient Private Wealth LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Weaver Consulting Group | 3 | 3 | 0.03% | 0.10% | 0.14% | Q1 2020 | Q3 2020 | 3 |
Global Strategic Investment Solutions, LLC | 3 | 3 | 0.58% | 0.90% | 1.08% | Q1 2023 | Q3 2023 | 3 |
Parallax Volatility Advisers, L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
MCIA Inc | 3 | 3 | 0.24% | 1.30% | 1.95% | Q2 2020 | Q4 2020 | 3 |
DEARBORN PARTNERS LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q4 2020 | 3 |
PROVENCE WEALTH MANAGEMENT GROUP | 2 | 1 | 0.02% | 0.52% | 0.88% | Q4 2022 | Q3 2023 | 3 |
NewEdge Wealth, LLC | 3 | 3 | 0.04% | 0.06% | 0.06% | Q4 2021 | Q2 2022 | 3 |
David Kennon Inc | 3 | 3 | 3.83% | 3.93% | 4.06% | Q1 2023 | Q3 2023 | 3 |
Scarborough Advisors, LLC | 3 | 3 | 0.28% | 1.21% | 2.96% | Q4 2022 | Q2 2023 | 3 |
Wayfinding Financial, LLC | 3 | 3 | 0.40% | 0.41% | 0.44% | Q1 2023 | Q3 2023 | 3 |
M Holdings Securities, Inc. | 3 | 3 | 0.12% | 0.17% | 0.24% | Q1 2014 | Q3 2014 | 3 |
Mendel Capital Management LLC | 3 | 3 | 0.21% | 0.35% | 0.47% | Q1 2023 | Q3 2023 | 3 |
Eagle Ridge Investment Management | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2017 | Q2 2018 | 3 |
Diversified Portfolios, Inc. | 3 | 3 | 0.08% | 0.09% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Integer Wealth Advisors Group LLC | 3 | 3 | 0.82% | 0.83% | 0.86% | Q3 2020 | Q1 2021 | 3 |
Hartford Financial Management Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
UBS AG | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2014 | 3 |
BlackRock Investment Management, LLC | 3 | 3 | 0.00% | 0.02% | 0.03% | Q2 2016 | Q4 2016 | 3 |
GPS Wealth Strategies Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
BOOTHBAY FUND MANAGEMENT, LLC | 2 | 1 | 0.04% | 0.08% | 0.10% | Q1 2019 | Q4 2019 | 3 |
Fortis Advisors, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q3 2017 | Q4 2022 | 3 |
Truadvice, LLC | 2 | 1 | 0.21% | 0.35% | 0.49% | Q3 2020 | Q4 2022 | 3 |
JMAC ENTERPRISES LLC | 3 | 3 | 0.71% | 0.74% | 0.78% | Q1 2023 | Q3 2023 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.02% | 0.06% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Private Portfolio Partners LLC | 3 | 3 | 0.40% | 0.42% | 0.44% | Q2 2020 | Q4 2020 | 3 |
Lenox Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q1 2021 | 3 |
Truvestments Capital LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Horan Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 2 | 1 | 0.01% | 0.09% | 0.14% | Q2 2016 | Q3 2017 | 3 |
OTA Financial Group L.P. | 1 | 1 | 0.33% | 0.83% | 1.52% | Q3 2020 | Q1 2023 | 3 |
LVW Advisors, LLC | 2 | 1 | 0.15% | 0.33% | 0.48% | Q3 2017 | Q1 2023 | 3 |
TD Capital Management LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 3 |
SWEENEY & MICHEL, LLC | 3 | 3 | 3.83% | 3.96% | 4.13% | Q1 2023 | Q3 2023 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.01% | 0.05% | 0.13% | Q4 2022 | Q3 2023 | 3 |
Verum Partners LLC | 3 | 3 | 0.21% | 0.61% | 1.37% | Q1 2023 | Q3 2023 | 3 |
Range Financial Group LLC | 3 | 3 | 0.14% | 0.15% | 0.16% | Q1 2023 | Q3 2023 | 3 |
TRANSATLANTIQUE PRIVATE WEALTH LLC | 2 | 1 | 0.18% | 0.33% | 0.57% | Q2 2022 | Q1 2023 | 3 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2021 | 3 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Great Lakes Retirement, Inc. | 3 | 3 | 0.33% | 0.37% | 0.41% | Q1 2023 | Q3 2023 | 3 |
Japan Science & Technology Agency | 3 | 3 | 1.69% | 2.16% | 2.43% | Q1 2023 | Q3 2023 | 3 |
CLEAR STREET MARKETS LLC | 2 | 1 | 0.00% | 0.06% | 0.11% | Q4 2016 | Q4 2022 | 3 |
SageView Advisory Group, LLC | 3 | 3 | 0.21% | 0.22% | 0.24% | Q1 2023 | Q3 2023 | 3 |
B, B, H, & B INC. | 3 | 3 | 5.72% | 6.05% | 6.49% | Q3 2021 | Q1 2022 | 3 |
Covestor Ltd | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Charter Oak Capital Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 1.57% | 1.61% | 1.66% | Q1 2023 | Q3 2023 | 3 |
AMERICAN CENTURY COMPANIES INC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2021 | 3 |
GoalVest Advisory LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q4 2023 | 3 |
NINE MASTS CAPITAL Ltd | 2 | 1 | 0.21% | 1.04% | 1.48% | Q4 2017 | Q3 2018 | 3 |
Clearstead Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2022 | 3 |
SIMPLEX TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2022 | 3 |
abrdn plc | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
Vident Investment Advisory, LLC | 3 | 3 | 0.05% | 0.09% | 0.12% | Q4 2021 | Q2 2022 | 3 |
Wealthfront Advisers LLC | 3 | 3 | 0.00% | 0.16% | 0.25% | Q1 2023 | Q3 2023 | 3 |
LifePlan Financial Group, Inc | 3 | 3 | 0.83% | 0.83% | 0.84% | Q1 2020 | Q3 2020 | 3 |
Mid-American Wealth Advisory Group, Inc. | 2 | 1 | 0.59% | 2.01% | 3.70% | Q4 2021 | Q2 2023 | 3 |
Mader & Shannon Wealth Management, Inc. | 3 | 3 | 11.62% | 12.33% | 13.24% | Q4 2022 | Q2 2023 | 3 |
People's United Financial, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 3 |
LexAurum Advisors, LLC | 2 | 1 | 0.11% | 0.14% | 0.18% | Q3 2020 | Q4 2022 | 3 |
Three Peaks Capital Management, LLC | 2 | 1 | 0.22% | 0.37% | 0.65% | Q2 2019 | Q3 2020 | 3 |
Mosaic Family Wealth, LLC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q3 2018 | Q1 2019 | 3 |
Econ Financial Services Corp | 3 | 3 | 1.54% | 2.84% | 3.50% | Q1 2023 | Q3 2023 | 3 |
Cherry Creek Investment Advisors, Inc. | 3 | 3 | 0.18% | 0.19% | 0.20% | Q2 2021 | Q4 2021 | 3 |
REILLY FINANCIAL ADVISORS, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 3 |
BAIRD ROBERT W & CO INC /WI/ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2015 | 3 |
Parisi Gray Wealth Management | 3 | 3 | 0.07% | 0.08% | 0.08% | Q4 2017 | Q2 2018 | 3 |
Andesa Financial Management Inc. | 3 | 3 | 1.06% | 1.45% | 2.02% | Q3 2022 | Q1 2023 | 3 |
Vericrest Private Wealth | 3 | 3 | 3.09% | 3.44% | 3.72% | Q4 2021 | Q2 2022 | 3 |
Allegiant Private Advisors, LLC | 3 | 3 | 1.13% | 1.35% | 1.49% | Q4 2020 | Q2 2021 | 3 |
Pinion Investment Advisors, LLC | 3 | 3 | 0.38% | 0.44% | 0.55% | Q1 2023 | Q3 2023 | 3 |
MATHER GROUP, LLC. | 3 | 3 | 0.02% | 0.06% | 0.10% | Q1 2020 | Q3 2020 | 3 |
ADVISOR PARTNERS LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
RiverTree Advisors, LLC | 3 | 3 | 1.46% | 1.87% | 2.36% | Q2 2022 | Q4 2022 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
FOSTER & MOTLEY INC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
MIRSKY FINANCIAL MANAGEMENT CORP. | 3 | 3 | 0.30% | 0.40% | 0.59% | Q4 2018 | Q2 2019 | 3 |
Mitsubishi UFJ Trust & Banking Corp | 2 | 1 | 0.04% | 0.08% | 0.13% | Q2 2018 | Q4 2021 | 3 |
Canvas Wealth Advisors, LLC | 3 | 3 | 0.23% | 0.25% | 0.27% | Q1 2023 | Q3 2023 | 3 |
Klingman & Associates, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q3 2016 | 3 |
AllSquare Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
BARCLAYS PLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2021 | 3 |
VisionPoint Advisory Group, LLC | 3 | 3 | 0.20% | 0.43% | 0.78% | Q4 2022 | Q2 2023 | 3 |
Gallagher Fiduciary Advisors, LLC | 3 | 3 | 2.04% | 2.42% | 3.00% | Q1 2023 | Q3 2023 | 3 |
Krilogy Financial LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
SIMON QUICK ADVISORS, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 0.86% | 0.87% | 0.88% | Q2 2023 | Q3 2023 | 2 |
Laurel Wealth Advisors, Inc. | 2 | 2 | 1.05% | 1.22% | 1.38% | Q3 2022 | Q4 2022 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.14% | 0.19% | 0.24% | Q3 2017 | Q4 2017 | 2 |
Coppell Advisory Solutions LLC | 2 | 2 | 0.00% | 0.05% | 0.10% | Q1 2023 | Q2 2023 | 2 |
Paragon Capital Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Ellis Investment Partners, LLC | 2 | 2 | 0.01% | 0.02% | 0.04% | Q2 2022 | Q3 2022 | 2 |
Sandy Spring Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2021 | 2 |
CAHILL FINANCIAL ADVISORS INC | 2 | 2 | 0.40% | 0.40% | 0.40% | Q4 2022 | Q1 2023 | 2 |
ProVise Management Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q1 2023 | 2 |
FULTON BREAKEFIELD BROENNIMAN LLC | 2 | 2 | 0.09% | 0.11% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Realta Investment Advisors | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Golden State Equity Partners | 2 | 2 | 0.18% | 0.37% | 0.57% | Q4 2021 | Q1 2022 | 2 |
QUADRANT CAPITAL GROUP LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
CIBC Private Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2022 | 2 |
VALLEY WEALTH MANAGERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.04% | 0.07% | 0.11% | Q4 2022 | Q1 2023 | 2 |
Keystone Financial Services | 2 | 2 | 0.62% | 1.32% | 2.01% | Q3 2022 | Q4 2022 | 2 |
Asio Capital, LLC | 2 | 2 | 0.32% | 0.59% | 0.86% | Q3 2022 | Q4 2022 | 2 |
Caprock Group, LLC | 2 | 2 | 0.17% | 0.17% | 0.18% | Q4 2016 | Q1 2017 | 2 |
Northstar Advisory Group, LLC | 1 | 1 | 0.36% | 0.57% | 0.77% | Q2 2021 | Q2 2022 | 2 |
COLLECTIVE FAMILY OFFICE LLC | 1 | 1 | 0.20% | 0.24% | 0.29% | Q1 2022 | Q3 2022 | 2 |
Global Assets Advisory, LLC | 2 | 2 | 0.22% | 0.28% | 0.33% | Q1 2023 | Q2 2023 | 2 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.05% | 0.08% | 0.11% | Q4 2017 | Q1 2019 | 2 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2022 | 2 |
Waverly Advisors, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Strategic Financial Concepts, LLC | 2 | 2 | 0.16% | 0.34% | 0.52% | Q1 2023 | Q2 2023 | 2 |
Adams Wealth Management | 1 | 1 | 0.03% | 1.11% | 2.18% | Q4 2019 | Q3 2020 | 2 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.03% | 0.06% | Q3 2019 | Q1 2020 | 2 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2018 | 2 |
Headlands Technologies LLC | 2 | 2 | 0.02% | 0.05% | 0.08% | Q4 2022 | Q1 2023 | 2 |
Empowered Funds, LLC | 1 | 1 | 0.44% | 0.52% | 0.60% | Q3 2021 | Q4 2022 | 2 |
WESBANCO BANK INC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2017 | Q2 2017 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Spectrum Planning & Advisory Services Inc. | 1 | 1 | 1.91% | 2.33% | 2.75% | Q4 2020 | Q4 2022 | 2 |
INTEGRAL INVESTMENT ADVISORS, INC. | 2 | 2 | 1.91% | 1.95% | 1.99% | Q4 2021 | Q1 2022 | 2 |
Smith & Howard Wealth Management, LLC | 2 | 2 | 0.55% | 1.57% | 2.58% | Q4 2019 | Q1 2020 | 2 |
Verity Asset Management, Inc. | 2 | 2 | 0.20% | 0.21% | 0.22% | Q1 2021 | Q2 2021 | 2 |
OneAscent Wealth Management LLC | 2 | 2 | 0.12% | 0.12% | 0.13% | Q1 2022 | Q2 2022 | 2 |
FLAGSTAR ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 2 |
FINANCIAL LIFE ADVISORS | 2 | 2 | 0.16% | 0.20% | 0.25% | Q3 2022 | Q4 2022 | 2 |
Integrated Wealth Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
Rooted Wealth Advisors, Inc. | 2 | 2 | 1.20% | 1.73% | 2.27% | Q2 2023 | Q3 2023 | 2 |
BRIGHTON JONES LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q2 2023 | 2 |
ACG Wealth | 2 | 2 | 0.05% | 0.06% | 0.06% | Q1 2015 | Q2 2015 | 2 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q4 2022 | 2 |
TrinityPoint Wealth, LLC | 2 | 2 | 0.27% | 0.28% | 0.30% | Q1 2022 | Q2 2022 | 2 |
First Allied Asset Management, Inc. | 2 | 2 | 0.07% | 0.09% | 0.11% | Q4 2014 | Q1 2015 | 2 |
WEALTHFRONT Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
FEDERAL RESERVE BANK OF NEW YORK | 2 | 2 | 0.36% | 0.36% | 0.37% | Q4 2020 | Q1 2021 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
WealthTrust Fairport, LLC | 2 | 2 | 0.51% | 0.52% | 0.53% | Q4 2018 | Q1 2019 | 2 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.09% | 0.30% | 0.52% | Q4 2022 | Q3 2023 | 2 |
Allegis Investment Advisors, LLC | 2 | 2 | 1.53% | 1.97% | 2.41% | Q4 2017 | Q1 2018 | 2 |
PFG Investments, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Mirador Capital Partners LP | 2 | 2 | 0.11% | 0.12% | 0.13% | Q2 2018 | Q3 2018 | 2 |
SouthState Corp | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
CABANA LLC | 1 | 1 | 0.00% | 0.09% | 0.17% | Q4 2018 | Q2 2020 | 2 |
TCWP LLC | 1 | 1 | 0.03% | 0.57% | 1.11% | Q1 2022 | Q4 2022 | 2 |
HHM Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 2 |
Virtu KCG Holdings LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2015 | 2 |
Apeiron RIA LLC | 1 | 1 | 0.09% | 0.39% | 0.69% | Q4 2021 | Q4 2022 | 2 |
Vantage Financial Partners, LLC | 1 | 1 | 0.11% | 0.12% | 0.13% | Q1 2023 | Q3 2023 | 2 |
Balentine LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 2 |
Strategic Wealth Partners, Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
FORTE ASSET MANAGEMENT LLC | 2 | 2 | 0.97% | 1.19% | 1.42% | Q2 2022 | Q3 2022 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Joseph P. Lucia & Associates, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Independent Advisor Alliance | 1 | 1 | 0.01% | 0.11% | 0.20% | Q1 2017 | Q4 2019 | 2 |
BEAM WEALTH ADVISORS, INC. | 2 | 2 | 0.69% | 1.36% | 2.02% | Q4 2019 | Q1 2020 | 2 |
PRIO WEALTH LIMITED PARTNERSHIP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Walkner Condon Financial Advisors LLC | 2 | 2 | 0.06% | 0.08% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Leucadia National | 1 | 1 | 0.00% | 0.02% | 0.04% | Q4 2022 | Q2 2023 | 2 |
COURIER CAPITAL LLC | 2 | 2 | 0.84% | 0.98% | 1.13% | Q2 2023 | Q3 2023 | 2 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 2 |
Bank Pictet & Cie (Europe) AG | 2 | 2 | 0.07% | 0.07% | 0.08% | Q1 2021 | Q2 2021 | 2 |
CX Institutional | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2022 | 2 |
Argent Wealth Management LLC | 2 | 2 | 0.11% | 0.14% | 0.16% | Q4 2019 | Q1 2020 | 2 |
D L CARLSON INVESTMENT GROUP INC | 2 | 2 | 0.25% | 0.27% | 0.28% | Q2 2023 | Q3 2023 | 2 |
MGO Private Wealth, LLC | 2 | 2 | 0.10% | 0.11% | 0.11% | Q3 2022 | Q4 2022 | 2 |
Prospera Financial Services Inc | 1 | 1 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q4 2022 | 2 |
Wright Fund Management, LLC | 2 | 2 | 4.61% | 5.00% | 5.38% | Q2 2023 | Q3 2023 | 2 |
Yorktown Management & Research Co Inc | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2015 | Q3 2015 | 2 |
One Wealth Advisors, LLC | 1 | 1 | 0.18% | 0.58% | 0.98% | Q4 2020 | Q4 2022 | 2 |
Crestmont Private Wealth LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
MJP ASSOCIATES INC /ADV | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Nuveen Asset Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 2 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 2 |
Objective Capital Management, LLC | 2 | 2 | 0.30% | 0.31% | 0.31% | Q4 2021 | Q1 2022 | 2 |
Syntal Capital Partners, LLC | 2 | 2 | 0.12% | 0.23% | 0.35% | Q4 2017 | Q1 2018 | 2 |
FWL INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 2 |
Berman Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 2 |
Western Asset Management Company, LLC | 1 | 1 | 0.34% | 0.40% | 0.46% | Q3 2021 | Q3 2022 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.02% | 0.30% | 0.58% | Q3 2022 | Q4 2022 | 2 |
Karn, Couzens & Associates, Inc. | 2 | 2 | 0.21% | 0.23% | 0.24% | Q4 2020 | Q1 2021 | 2 |
Lindbrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 2 |
Gateway Wealth Partners, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
SFG Wealth Management, LLC. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2021 | Q4 2021 | 1 |
CIBC WORLD MARKET INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
THOMPSON SIEGEL & WALMSLEY LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
J.Safra Asset Management Corp | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2021 | Q4 2021 | 1 |
TFB Advisors LLC | 1 | 1 | 1.05% | 1.05% | 1.05% | Q4 2022 | Q4 2022 | 1 |
Hayden Royal, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2020 | Q2 2020 | 1 |
Weatherstone Capital Management | 1 | 1 | 12.10% | 12.10% | 12.10% | Q1 2019 | Q1 2019 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Epstein & White Financial LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q1 2018 | Q1 2018 | 1 |
One Charles Private Wealth Services, LLC | 1 | 1 | 0.91% | 0.91% | 0.91% | Q1 2022 | Q1 2022 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Laird Norton Wetherby Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Shepherd Financial Partners LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
CONDOR CAPITAL MANAGEMENT | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2022 | Q3 2022 | 1 |
Magnus Financial Group LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
TOMPKINS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Price Wealth, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2019 | Q3 2019 | 1 |
Wolf Group Capital Advisors | 1 | 1 | 1.12% | 1.12% | 1.12% | Q3 2023 | Q3 2023 | 1 |
UBS ASSET MANAGEMENT AMERICAS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
Biltmore Capital Advisors LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2020 | Q4 2020 | 1 |
CITIZENS FINANCIAL GROUP INC/RI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Zuckerman Investment Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Argentus Capital Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2016 | Q3 2016 | 1 |
Beacon Pointe Wealth Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q1 2023 | 1 |
Financial Management Professionals, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Twin Lakes Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SevenBridge Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
COLDSTREAM CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Freedom Investment Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
KINGS POINT CAPITAL MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
Mattern Wealth Management LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q2 2020 | Q2 2020 | 1 |
AMERICAN NATIONAL BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Renasant Bank | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2022 | Q4 2022 | 1 |
DESTINY CAPITAL SECURITIES CORPORATION | 1 | 1 | 3.74% | 3.74% | 3.74% | Q3 2023 | Q3 2023 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Savior LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Hilltop Holdings Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Centurion Wealth Management LLC | 1 | 1 | 0.88% | 0.88% | 0.88% | Q4 2022 | Q4 2022 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
FLYNN ZITO CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q2 2022 | Q2 2022 | 1 |
EFG CAPITAL INTERNATIONAL CORP. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
Parker Financial LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2022 | Q4 2022 | 1 |
JOYN Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2020 | Q1 2020 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
6 Meridian | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2020 | Q1 2020 | 1 |
Wealth Alliance | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2022 | Q4 2022 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Fiduciary Planning LLC | 1 | 1 | 0.69% | 0.69% | 0.69% | Q4 2019 | Q4 2019 | 1 |
Alpha DNA Investment Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Johnson Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Mine & Arao Wealth Creation & Management, LLC. | 1 | 1 | 0.57% | 0.57% | 0.57% | Q4 2019 | Q4 2019 | 1 |
3D/L Capital Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
Frontier Wealth Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
Verus Financial Partners, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Advocacy Wealth Management Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Pinkerton Retirement Specialists, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q4 2021 | 1 |
Courage Miller Partners, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Commonwealth Financial Services, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
WASHINGTON TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Cassady Schiller Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
FFG RETIREMENT ADVISORS LLC | 1 | 1 | 2.26% | 2.26% | 2.26% | Q4 2022 | Q4 2022 | 1 |
Resurgent Financial Advisors LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
Quadrant Private Wealth Management, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2022 | Q4 2022 | 1 |
Lehman & Derafelo Financial Resources LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Kensington Asset Management, LLC | 1 | 1 | 3.72% | 3.72% | 3.72% | Q2 2023 | Q2 2023 | 1 |
REGIMEN WEALTH, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2022 | Q4 2022 | 1 |
BAILARD, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Value Monitoring, Inc. | 1 | 1 | 9.35% | 9.35% | 9.35% | Q1 2022 | Q1 2022 | 1 |
ABLE Financial Group, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q1 2023 | Q1 2023 | 1 |
Crescent Capital Consulting, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
Aries Wealth Management | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2022 | Q1 2022 | 1 |
First Citizens Asset Management, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2022 | Q4 2022 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2019 | Q4 2019 | 1 |
Professional Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
BOK Financial Private Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
TORONTO DOMINION BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
CAPSTONE INVESTMENT ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Schubert & Co | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Colonial River Wealth Management, LLC | 1 | 1 | 1.36% | 1.36% | 1.36% | Q3 2021 | Q3 2021 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 0.58% | 0.58% | 0.58% | Q3 2021 | Q3 2021 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2022 | Q4 2022 | 1 |
Prostatis Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Merrion Investment Management Co, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2020 | Q4 2020 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Newbridge Financial Services Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Sentinus, LLC | 1 | 1 | 1.44% | 1.44% | 1.44% | Q4 2022 | Q4 2022 | 1 |
TPG Financial Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.92% | 0.92% | 0.92% | Q4 2019 | Q4 2019 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
VitalStone Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Insight Wealth Strategies, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2018 | Q4 2018 | 1 |
SYM FINANCIAL Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Kernodle & Katon Asset Management Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Pinnacle Family Advisors, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2020 | Q4 2020 | 1 |
Certus Wealth Management, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2023 | Q2 2023 | 1 |
MADISON INVESTMENT HOLDINGS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
Concentric Capital Strategies, LP | 1 | 1 | 2.85% | 2.85% | 2.85% | Q1 2023 | Q1 2023 | 1 |
Arcadia Wealth Management, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2022 | Q4 2022 | 1 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Russell Investments Group, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
RCS Financial Planning, LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2022 | Q4 2022 | 1 |
WOLVERINE TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
LEUTHOLD GROUP, LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q3 2023 | Q3 2023 | 1 |
SYNTAX RESEARCH, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Glassman Wealth Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Summit Wealth Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
SMITH SHELLNUT WILSON LLC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
HB Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Gallagher Benefit Services, Inc. | 1 | 1 | 5.55% | 5.55% | 5.55% | Q4 2022 | Q4 2022 | 1 |
Vertex Planning Partners, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
Stokes & Hubbell Capital Management, LLC | 1 | 1 | 0.96% | 0.96% | 0.96% | Q1 2019 | Q1 2019 | 1 |
RMR Wealth Builders | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Pinnacle Private Wealth, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
Mayflower Financial Advisors, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2022 | Q4 2022 | 1 |
Danda Trouve Investment Management, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
Legacy CG, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2022 | Q1 2022 | 1 |
WealthOne, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2017 | Q1 2017 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2018 | Q2 2018 | 1 |
Keebeck Wealth Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
SIENA CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Legacy Advisors, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2022 | Q4 2022 | 1 |
PSI Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
FIRST FINANCIAL CORP /IN/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
SWMG, LLC | 1 | 1 | 0.75% | 0.75% | 0.75% | Q4 2022 | Q4 2022 | 1 |
Baltimore-Washington Financial Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Verition Fund Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
EXELON CORP | 1 | 1 | 27.78% | 27.78% | 27.78% | Q4 2021 | Q4 2021 | 1 |
Clear Creek Financial Management, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2022 | Q2 2022 | 1 |
Global Trust Asset Management, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2019 | Q3 2019 | 1 |
Peregrine Asset Advisers, Inc. | 1 | 1 | 1.98% | 1.98% | 1.98% | Q4 2019 | Q4 2019 | 1 |
Heritage Wealth Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Elevated Capital Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
W.H. Cornerstone Investments Inc. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2023 | Q1 2023 | 1 |
PERSONAL FINANCIAL CONSULTANTS INC /ADV | 1 | 1 | 1.29% | 1.29% | 1.29% | Q4 2018 | Q4 2018 | 1 |
Leonetti & Associates, LLC | 1 | 1 | 4.30% | 4.30% | 4.30% | Q4 2018 | Q4 2018 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Alpha Cubed Investments, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2018 | Q3 2018 | 1 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Nauset Wealth Management. LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Watson Rebecca | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
Cornerstone Financial Partners, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2017 | Q4 2017 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
MKD WEALTH COACHES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Evolution Advisers, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
GlobalBridge, Inc. | 1 | 1 | 0.82% | 0.82% | 0.82% | Q1 2014 | Q1 2014 | 1 |
SWARTHMORE GROUP INC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2018 | Q4 2018 | 1 |
Security Financial Services, INC. | 1 | 1 | 1.58% | 1.58% | 1.58% | Q4 2022 | Q4 2022 | 1 |
Selective Wealth Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2018 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2016 | Q4 2016 | 1 |
Liberty Mutual Group Asset Management Inc. | 1 | 1 | 29.02% | 29.02% | 29.02% | Q1 2023 | Q1 2023 | 1 |
Hyperion Partners, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
Hilton Capital Management, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2016 | Q4 2016 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
GHP Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
BTS Asset Management, Inc. | 1 | 1 | 12.80% | 12.80% | 12.80% | Q1 2022 | Q1 2022 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Iron Horse Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Clear Perspectives Financial Planning, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Steward Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Stephens Consulting, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
KCS Wealth Advisory | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2019 | Q3 2019 | 1 |
LAKE STREET ADVISORS GROUP, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Opus Capital Group, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2022 | Q2 2022 | 1 |
Ninety One UK Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Thor Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q3 2019 | 1 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2019 | Q2 2019 | 1 |
Capital Planning Advisors, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2017 | Q2 2017 | 1 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
HL FINANCIAL SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q2 2021 | 1 |
Prosperity Planning, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
Lido Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2017 | Q2 2017 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Smithfield Trust Co | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Price Capital Management, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2018 | Q3 2018 | 1 |
Ten Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Hoxton Planning & Management, LLC | 1 | 1 | 1.31% | 1.31% | 1.31% | Q4 2022 | Q4 2022 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Centiva Capital, LP | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2018 | Q4 2018 | 1 |
MANAGED ACCOUNT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Lantz Financial LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2022 | Q4 2022 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Park Place Capital Corp | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2022 | Q4 2022 | 1 |
Counsel Portfolio Services Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q4 2021 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
BLACKROCK ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Ruedi Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Buck Wealth Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
COMERICA SECURITIES INC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2018 | Q4 2018 | 1 |
LITTLE HOUSE CAPITAL LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
Dentgroup LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2022 | Q4 2022 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.