Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
MORGAN STANLEY | 37 | 37 | 0.00% | 0.02% | 0.04% | Q3 2014 | Q3 2023 | 37 |
BANK OF AMERICA CORP /DE/ | 36 | 36 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 36 |
AMG National Trust Bank | 36 | 36 | 0.10% | 0.38% | 1.13% | Q4 2014 | Q3 2023 | 36 |
STIFEL FINANCIAL CORP | 36 | 36 | 0.01% | 0.02% | 0.06% | Q4 2014 | Q3 2023 | 36 |
ROYAL BANK OF CANADA | 36 | 36 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 36 |
US BANCORP \DE\ | 35 | 35 | 0.01% | 0.03% | 0.07% | Q1 2015 | Q3 2023 | 35 |
LPL Financial LLC | 35 | 35 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 35 |
ENVESTNET ASSET MANAGEMENT INC | 34 | 1 | 0.01% | 0.07% | 0.27% | Q3 2014 | Q3 2023 | 35 |
Advisory Services Network, LLC | 27 | 1 | 0.00% | 0.07% | 0.25% | Q4 2014 | Q3 2023 | 34 |
WELLS FARGO & COMPANY/MN | 34 | 34 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2023 | 34 |
FIFTH THIRD BANCORP | 34 | 34 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 34 |
Janney Montgomery Scott LLC | 29 | 5 | 0.01% | 0.33% | 0.87% | Q1 2015 | Q3 2023 | 34 |
Palisades Hudson Asset Management, L.P. | 33 | 33 | 0.22% | 2.48% | 5.15% | Q3 2015 | Q3 2023 | 33 |
JANE STREET GROUP, LLC | 17 | 2 | 0.00% | 0.04% | 0.22% | Q2 2014 | Q3 2023 | 33 |
ASSETMARK, INC | 33 | 33 | 0.26% | 0.73% | 1.19% | Q3 2015 | Q3 2023 | 33 |
Sigma Planning Corp | 25 | 1 | 0.01% | 0.03% | 0.09% | Q1 2015 | Q3 2023 | 33 |
AMERIPRISE FINANCIAL INC | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
WHITTIER TRUST CO | 32 | 32 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2023 | 32 |
Cambridge Investment Research Advisors, Inc. | 32 | 32 | 0.01% | 0.01% | 0.03% | Q4 2015 | Q3 2023 | 32 |
Private Advisor Group, LLC | 28 | 2 | 0.00% | 0.04% | 0.08% | Q3 2015 | Q3 2023 | 31 |
WestEnd Advisors, LLC | 21 | 10 | 0.00% | 1.09% | 4.15% | Q1 2015 | Q3 2023 | 31 |
BlackRock Inc. | 30 | 1 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q3 2023 | 31 |
NORTHERN TRUST CORP | 31 | 31 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.01% | 0.18% | Q1 2016 | Q3 2023 | 31 |
FIRST CITIZENS BANK & TRUST CO | 31 | 31 | 0.01% | 0.57% | 1.94% | Q1 2016 | Q3 2023 | 31 |
Tortoise Investment Management, LLC | 25 | 6 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 31 |
Karpus Management, Inc. | 27 | 4 | 0.01% | 0.13% | 0.66% | Q4 2015 | Q3 2023 | 31 |
Raymond James Financial Services Advisors, Inc. | 29 | 1 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q3 2023 | 30 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 30 | 30 | 0.00% | 0.03% | 0.06% | Q2 2016 | Q3 2023 | 30 |
Versant Capital Management, Inc | 30 | 30 | 0.24% | 0.45% | 0.73% | Q3 2016 | Q4 2023 | 30 |
Litman Gregory Wealth Management LLC | 25 | 2 | 0.04% | 2.68% | 29.83% | Q4 2015 | Q3 2023 | 30 |
Harel Insurance Investments & Financial Services Ltd. | 26 | 4 | 0.00% | 0.01% | 0.06% | Q1 2016 | Q3 2023 | 30 |
RAYMOND JAMES & ASSOCIATES | 29 | 29 | 0.00% | 0.03% | 0.13% | Q3 2016 | Q3 2023 | 29 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 29 | 29 | 0.17% | 0.60% | 1.00% | Q3 2016 | Q3 2023 | 29 |
Citadel Advisors | 8 | 1 | 0.00% | 0.00% | 0.05% | Q3 2015 | Q3 2023 | 29 |
HighTower Advisors, LLC | 26 | 3 | 0.00% | 0.02% | 0.12% | Q3 2015 | Q3 2023 | 29 |
Portfolio Solutions, LLC | 29 | 29 | 0.03% | 0.69% | 1.50% | Q3 2015 | Q3 2022 | 29 |
Blue Edge Capital, LLC | 26 | 1 | 0.14% | 2.37% | 4.30% | Q4 2015 | Q3 2023 | 29 |
Garde Capital, Inc. | 28 | 28 | 0.41% | 0.83% | 1.59% | Q4 2016 | Q3 2023 | 28 |
FLOW TRADERS U.S. LLC | 10 | 3 | 0.03% | 0.92% | 5.17% | Q4 2015 | Q3 2023 | 28 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 26 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 28 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 28 | 28 | 0.02% | 0.28% | 0.37% | Q4 2014 | Q3 2021 | 28 |
WEST PACES ADVISORS INC. | 28 | 28 | 0.05% | 0.09% | 0.12% | Q4 2016 | Q3 2023 | 28 |
IFP Advisors, Inc | 17 | 11 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q3 2023 | 28 |
Smithfield Trust Co | 28 | 28 | 0.08% | 0.68% | 1.20% | Q4 2016 | Q3 2023 | 28 |
SYNOVUS FINANCIAL CORP | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 27 |
BESSEMER GROUP INC | 12 | 5 | 0.00% | 0.11% | 0.36% | Q2 2016 | Q3 2023 | 27 |
JPMORGAN CHASE & CO | 27 | 27 | 0.00% | 0.09% | 0.14% | Q1 2017 | Q3 2023 | 27 |
FMR LLC | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
FRANKLIN RESOURCES INC | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
NEXT Financial Group, Inc | 11 | 6 | 0.00% | 0.02% | 0.16% | Q1 2015 | Q4 2021 | 26 |
Israel Discount Bank of New York | 17 | 9 | 8.02% | 9.96% | 12.26% | Q1 2017 | Q3 2023 | 26 |
Cutler Group LLC / CA | 12 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 26 |
Evanson Asset Management, LLC | 26 | 26 | 0.06% | 0.08% | 0.12% | Q2 2017 | Q3 2023 | 26 |
Creative Planning | 26 | 26 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 26 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 25 | 25 | 0.02% | 0.03% | 0.05% | Q3 2017 | Q3 2023 | 25 |
Alexandria Capital, LLC | 25 | 25 | 0.08% | 0.70% | 2.70% | Q3 2015 | Q3 2021 | 25 |
Brinker Capital Investments, LLC | 25 | 25 | 0.00% | 0.08% | 0.97% | Q4 2015 | Q4 2021 | 25 |
Aveo Capital Partners, LLC | 13 | 1 | 0.03% | 0.13% | 0.26% | Q1 2017 | Q3 2023 | 25 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 20 | 4 | 0.01% | 0.10% | 0.19% | Q1 2015 | Q3 2023 | 24 |
DEUTSCHE BANK AG\ | 23 | 1 | 0.00% | 0.02% | 0.10% | Q2 2014 | Q3 2023 | 24 |
KCS Wealth Advisory | 24 | 24 | 0.80% | 1.82% | 2.81% | Q4 2017 | Q3 2023 | 24 |
CWM, LLC | 16 | 8 | 0.00% | 0.33% | 1.70% | Q3 2017 | Q3 2023 | 24 |
Cerity Partners LLC | 24 | 24 | 0.00% | 0.05% | 0.22% | Q4 2017 | Q3 2023 | 24 |
State of New Jersey Common Pension Fund D | 24 | 24 | 0.26% | 0.31% | 0.77% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
IPG Investment Advisors LLC | 23 | 23 | 0.05% | 0.14% | 0.27% | Q1 2018 | Q3 2023 | 23 |
Focused Wealth Management, Inc | 23 | 23 | 0.00% | 0.48% | 4.10% | Q1 2018 | Q3 2023 | 23 |
Dorsey & Whitney Trust CO LLC | 23 | 23 | 0.12% | 0.29% | 0.42% | Q1 2018 | Q3 2023 | 23 |
PNC FINANCIAL SERVICES GROUP, INC. | 14 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 23 |
ATLAS CAPITAL ADVISORS LLC | 23 | 23 | 0.05% | 0.19% | 0.65% | Q1 2018 | Q3 2023 | 23 |
Veritable, L.P. | 11 | 3 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q2 2023 | 22 |
Bank Pictet & Cie (Europe) AG | 22 | 22 | 0.01% | 0.14% | 0.62% | Q1 2017 | Q2 2022 | 22 |
Harbour Capital Advisors, LLC | 21 | 1 | 0.12% | 0.33% | 0.50% | Q2 2018 | Q4 2023 | 22 |
STEPHENS INC /AR/ | 22 | 22 | 0.01% | 0.02% | 0.06% | Q2 2018 | Q3 2023 | 22 |
Mirae Asset Global Investments Co., Ltd. | 21 | 21 | 0.02% | 0.09% | 0.17% | Q3 2018 | Q3 2023 | 21 |
First Allied Advisory Services, Inc. | 21 | 21 | 0.07% | 0.13% | 0.28% | Q3 2015 | Q3 2020 | 21 |
GenTrust, LLC | 13 | 8 | 0.05% | 1.92% | 7.94% | Q4 2016 | Q3 2023 | 21 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 13 | 1 | 0.00% | 0.10% | 0.51% | Q4 2016 | Q1 2023 | 21 |
PICTON MAHONEY ASSET MANAGEMENT | 21 | 21 | 0.00% | 0.07% | 0.16% | Q3 2018 | Q3 2023 | 21 |
MML INVESTORS SERVICES, LLC | 12 | 1 | 0.00% | 0.02% | 0.06% | Q3 2017 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.04% | 0.53% | Q3 2018 | Q3 2023 | 21 |
AdvisorNet Financial, Inc | 20 | 1 | 0.00% | 0.03% | 0.13% | Q4 2017 | Q3 2023 | 21 |
Ballentine Partners, LLC | 21 | 21 | 0.01% | 0.23% | 0.58% | Q3 2018 | Q3 2023 | 21 |
SUNTRUST BANKS INC | 21 | 21 | 0.04% | 0.47% | 1.25% | Q3 2014 | Q3 2019 | 21 |
Sound Income Strategies, LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2022 | 21 |
Barber Financial Group, Inc. | 21 | 21 | 0.05% | 1.25% | 2.19% | Q1 2018 | Q1 2023 | 21 |
BLAIR WILLIAM & CO/IL | 18 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 20 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 20 | 20 | 0.10% | 1.39% | 5.35% | Q4 2018 | Q3 2023 | 20 |
Elm Partners Management LLC | 20 | 20 | 2.26% | 4.32% | 6.42% | Q4 2018 | Q3 2023 | 20 |
First Horizon Advisors, Inc. | 6 | 3 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 20 |
Cetera Advisor Networks LLC | 15 | 5 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q3 2023 | 20 |
Consolidated Investment Group LLC | 20 | 20 | 8.52% | 13.70% | 16.92% | Q1 2016 | Q4 2020 | 20 |
CIBC Private Wealth Group, LLC | 11 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 20 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 20 | 20 | 0.00% | 0.04% | 0.06% | Q1 2015 | Q4 2019 | 20 |
OLD MISSION CAPITAL LLC | 6 | 1 | 0.01% | 0.19% | 0.81% | Q1 2016 | Q3 2023 | 20 |
Capital Investment Advisory Services, LLC | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 20 |
J.P. Morgan Private Wealth Advisors LLC | 10 | 1 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q2 2023 | 20 |
BANK OF MONTREAL /CAN/ | 6 | 1 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q3 2023 | 20 |
FIL Ltd | 20 | 20 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q3 2023 | 20 |
MATHER GROUP, LLC. | 20 | 20 | 0.45% | 0.75% | 1.33% | Q4 2018 | Q3 2023 | 20 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 19 | 19 | 0.05% | 0.06% | 0.08% | Q1 2019 | Q3 2023 | 19 |
Motley Fool Wealth Management, LLC | 19 | 19 | 0.89% | 1.07% | 1.26% | Q1 2019 | Q3 2023 | 19 |
IHT Wealth Management, LLC | 13 | 1 | 0.00% | 0.09% | 0.21% | Q4 2017 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 10 | 9 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2022 | 19 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2023 | 19 |
Csenge Advisory Group | 17 | 1 | 0.00% | 0.09% | 0.20% | Q3 2018 | Q3 2023 | 18 |
CADINHA & CO LLC | 8 | 2 | 0.03% | 0.61% | 4.04% | Q1 2017 | Q4 2022 | 18 |
FINANCIAL LIFE ADVISORS | 9 | 9 | 0.16% | 0.28% | 0.53% | Q4 2017 | Q3 2022 | 18 |
Crewe Advisors LLC | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
ERTS Wealth Advisors, LLC | 15 | 3 | 0.07% | 4.76% | 15.42% | Q4 2018 | Q2 2023 | 18 |
Financial Gravity Asset Management, Inc. | 12 | 1 | 0.00% | 0.23% | 1.54% | Q3 2018 | Q3 2023 | 18 |
Mascoma Wealth Management LLC | 9 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 18 |
Rockefeller Capital Management L.P. | 17 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 18 |
CYPRESS CAPITAL MANAGEMENT LLC | 10 | 8 | 0.03% | 0.04% | 0.06% | Q3 2017 | Q1 2022 | 18 |
Fisher Asset Management, LLC | 18 | 18 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 18 |
UBP Investment Advisors SA | 18 | 18 | 0.35% | 1.17% | 2.31% | Q2 2018 | Q3 2022 | 18 |
Jacobi Capital Management LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2021 | 17 |
Armor Investment Advisors, LLC | 17 | 17 | 0.10% | 0.17% | 0.22% | Q4 2017 | Q4 2021 | 17 |
Cedar Brook Financial Partners, LLC | 12 | 5 | 0.06% | 0.10% | 0.20% | Q4 2018 | Q2 2023 | 17 |
Tower Research Capital LLC (TRC) | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2023 | 17 |
Psagot Value Holdings Ltd. | 13 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2020 | 17 |
NWAM LLC | 12 | 5 | 0.01% | 0.14% | 0.32% | Q2 2019 | Q3 2023 | 17 |
Cresset Asset Management, LLC | 11 | 6 | 0.00% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 17 |
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 17 | 17 | 0.19% | 0.28% | 0.40% | Q3 2019 | Q3 2023 | 17 |
GeoWealth Management, LLC | 12 | 5 | 0.09% | 0.31% | 1.16% | Q2 2019 | Q3 2023 | 17 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 7 | 2 | 0.01% | 0.04% | 0.10% | Q4 2017 | Q3 2023 | 16 |
GOLDMAN SACHS GROUP INC | 11 | 1 | 0.00% | 0.00% | 0.02% | Q3 2016 | Q3 2023 | 16 |
Steward Partners Investment Advisory, LLC | 9 | 2 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 16 |
Mission Creek Capital Partners, Inc. | 16 | 16 | 0.10% | 0.19% | 0.25% | Q4 2019 | Q3 2023 | 16 |
Vestmark Advisory Solutions, Inc. | 12 | 4 | 0.04% | 0.27% | 0.66% | Q1 2019 | Q2 2023 | 16 |
AVANTAX ADVISORY SERVICES, INC. | 16 | 16 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 16 |
PRUDENTIAL FINANCIAL INC | 10 | 2 | 0.00% | 0.00% | 0.02% | Q3 2017 | Q3 2023 | 16 |
New Potomac Partners, LLC | 11 | 5 | 0.07% | 0.23% | 0.69% | Q1 2018 | Q1 2023 | 16 |
Soltis Investment Advisors LLC | 16 | 16 | 0.04% | 0.09% | 0.20% | Q4 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.01% | 0.07% | 0.17% | Q4 2019 | Q3 2023 | 16 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 16 | 16 | 0.00% | 0.10% | 0.20% | Q4 2019 | Q3 2023 | 16 |
SIGNATUREFD, LLC | 13 | 3 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 16 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 11 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 16 |
PAX Financial Group, LLC | 16 | 16 | 0.57% | 0.72% | 0.98% | Q4 2019 | Q3 2023 | 16 |
Strategic Blueprint, LLC | 15 | 1 | 0.01% | 0.11% | 0.59% | Q3 2019 | Q3 2023 | 16 |
Integrated Wealth Concepts LLC | 8 | 1 | 0.01% | 0.03% | 0.07% | Q2 2018 | Q4 2022 | 16 |
FIRST MANHATTAN CO. LLC. | 9 | 6 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2022 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.14% | 0.22% | 0.35% | Q1 2020 | Q3 2023 | 15 |
Greytown Advisors Inc. | 7 | 4 | 0.10% | 0.16% | 0.27% | Q1 2017 | Q2 2021 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.02% | 0.04% | 0.07% | Q1 2020 | Q3 2023 | 15 |
Patriot Financial Group Insurance Agency, LLC | 15 | 15 | 0.00% | 0.03% | 0.13% | Q4 2018 | Q2 2022 | 15 |
Mutual Advisors, LLC | 14 | 1 | 0.01% | 0.05% | 0.10% | Q3 2018 | Q1 2023 | 15 |
9258 Wealth Management, LLC | 10 | 5 | 0.04% | 0.14% | 0.24% | Q4 2018 | Q3 2023 | 15 |
BB&T SECURITIES, LLC | 11 | 1 | 0.01% | 0.08% | 0.19% | Q4 2014 | Q3 2019 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.02% | 0.04% | 0.07% | Q2 2016 | Q4 2019 | 15 |
American Portfolios Advisors | 14 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2022 | 15 |
TrinityPoint Wealth, LLC | 10 | 5 | 0.20% | 0.38% | 0.66% | Q4 2018 | Q3 2023 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.02% | 0.20% | 0.36% | Q1 2020 | Q3 2023 | 15 |
CI INVESTMENTS INC. | 14 | 14 | 0.06% | 0.34% | 0.87% | Q2 2020 | Q3 2023 | 14 |
LAZARD ASSET MANAGEMENT LLC | 7 | 2 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 14 |
WealthShield Partners, LLC | 6 | 1 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q1 2023 | 13 |
Sunbelt Securities, Inc. | 13 | 13 | 0.33% | 0.52% | 0.72% | Q3 2020 | Q3 2023 | 13 |
FORESTERS ASSET MANAGEMENT INC. | 13 | 13 | 0.02% | 0.02% | 0.03% | Q2 2016 | Q2 2019 | 13 |
JOHNSON INVESTMENT COUNSEL INC | 4 | 2 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.04% | 0.07% | 0.11% | Q3 2020 | Q3 2023 | 13 |
Graypoint LLC | 13 | 13 | 0.06% | 1.31% | 1.85% | Q3 2020 | Q3 2023 | 13 |
Walkner Condon Financial Advisors LLC | 13 | 13 | 0.49% | 0.82% | 2.13% | Q3 2020 | Q3 2023 | 13 |
ASHFORD CAPITAL MANAGEMENT INC | 13 | 13 | 0.32% | 0.54% | 0.91% | Q3 2020 | Q3 2023 | 13 |
IndexIQ Advisors LLC | 13 | 13 | 0.00% | 0.21% | 0.44% | Q1 2019 | Q1 2022 | 13 |
Avidian Wealth Solutions, LLC | 13 | 13 | 0.02% | 0.80% | 1.81% | Q1 2020 | Q1 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Kistler-Tiffany Companies, LLC | 13 | 13 | 0.25% | 0.32% | 0.39% | Q2 2020 | Q2 2023 | 13 |
Round Table Services, LLC | 13 | 13 | 0.13% | 1.09% | 2.45% | Q3 2015 | Q3 2018 | 13 |
Cetera Investment Advisers | 12 | 1 | 0.03% | 0.08% | 0.15% | Q4 2016 | Q3 2023 | 13 |
NEW ENGLAND ASSET MANAGEMENT INC | 13 | 13 | 0.20% | 0.36% | 0.47% | Q3 2020 | Q3 2023 | 13 |
Ranch Capital Advisors Inc. | 13 | 13 | 0.42% | 1.09% | 1.76% | Q3 2019 | Q3 2022 | 13 |
MV CAPITAL MANAGEMENT, INC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2020 | 12 |
TUCKER ASSET MANAGEMENT LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
McNamara Financial Services, Inc. | 12 | 12 | 0.10% | 3.49% | 4.38% | Q2 2017 | Q1 2020 | 12 |
Willis Johnson & Associates, Inc. | 12 | 12 | 0.22% | 1.94% | 6.80% | Q4 2020 | Q3 2023 | 12 |
Pure Financial Advisors, LLC | 6 | 6 | 0.09% | 0.15% | 0.26% | Q2 2016 | Q4 2019 | 12 |
HARRELL INVESTMENT PARTNERS, LLC | 10 | 2 | 0.50% | 1.18% | 2.14% | Q4 2019 | Q3 2023 | 12 |
Kestra Advisory Services, LLC | 10 | 2 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 12 |
Conservest Capital Advisors, Inc. | 12 | 12 | 0.03% | 0.09% | 0.15% | Q4 2020 | Q3 2023 | 12 |
Belpointe Asset Management LLC | 5 | 2 | 0.00% | 0.04% | 0.13% | Q3 2019 | Q1 2023 | 12 |
Charter Oak Capital Management, LLC | 12 | 12 | 0.08% | 0.10% | 0.12% | Q4 2020 | Q3 2023 | 12 |
BNP PARIBAS FINANCIAL MARKETS | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 12 |
Leelyn Smith, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2022 | 12 |
Abbrea Capital, LLC | 8 | 4 | 0.07% | 0.11% | 0.20% | Q4 2016 | Q1 2020 | 12 |
UBS ASSET MANAGEMENT AMERICAS INC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2019 | 11 |
Argent Trust Co | 11 | 11 | 0.02% | 0.05% | 0.09% | Q1 2021 | Q3 2023 | 11 |
Advisors Capital Management, LLC | 11 | 11 | 0.02% | 0.05% | 0.10% | Q2 2017 | Q4 2019 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
RAYMOND JAMES TRUST N.A. | 10 | 1 | 0.01% | 0.02% | 0.05% | Q2 2018 | Q3 2023 | 11 |
BROWN ADVISORY INC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2022 | 11 |
BARCLAYS PLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2022 | 11 |
LINCOLN NATIONAL CORP | 6 | 5 | 0.01% | 0.05% | 0.14% | Q2 2017 | Q3 2022 | 11 |
LifePlan Financial Group, Inc | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q3 2020 | 11 |
Certified Advisory Corp | 10 | 1 | 0.00% | 0.05% | 0.13% | Q1 2018 | Q1 2021 | 11 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q3 2023 | 11 |
ACIMA PRIVATE WEALTH, LLC | 11 | 11 | 1.20% | 1.48% | 1.71% | Q3 2019 | Q1 2022 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.04% | 0.05% | 0.07% | Q4 2020 | Q2 2023 | 11 |
WOLFF WIESE MAGANA LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
CITIGROUP INC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2020 | 11 |
Ameritas Investment Company, LLC | 9 | 2 | 0.02% | 0.05% | 0.09% | Q4 2018 | Q3 2021 | 11 |
HUNTINGTON NATIONAL BANK | 10 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 11 |
TRANSCEND CAPITAL ADVISORS, LLC | 10 | 1 | 0.08% | 0.17% | 0.28% | Q4 2019 | Q3 2023 | 11 |
BRIGHTON JONES LLC | 9 | 2 | 0.02% | 0.04% | 0.08% | Q1 2018 | Q1 2023 | 11 |
Addison Advisors LLC | 10 | 1 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 11 |
Laird Norton Wetherby Wealth Management, LLC | 10 | 1 | 0.06% | 0.09% | 0.14% | Q4 2020 | Q3 2023 | 11 |
Carroll Financial Associates, Inc. | 8 | 2 | 0.00% | 0.02% | 0.05% | Q1 2015 | Q4 2021 | 10 |
Element Wealth, LLC | 10 | 10 | 0.00% | 0.53% | 0.79% | Q2 2021 | Q3 2023 | 10 |
MONETA GROUP INVESTMENT ADVISORS LLC | 6 | 4 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
FIRST INTERSTATE BANK | 10 | 10 | 3.24% | 3.84% | 5.44% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Miracle Mile Advisors, LLC | 6 | 1 | 0.02% | 0.04% | 0.06% | Q1 2020 | Q2 2023 | 10 |
AIA Group Ltd | 10 | 10 | 3.48% | 4.13% | 5.27% | Q2 2021 | Q3 2023 | 10 |
One Charles Private Wealth Services, LLC | 10 | 10 | 0.16% | 0.52% | 1.23% | Q2 2021 | Q3 2023 | 10 |
XPONANCE, INC. | 10 | 10 | 5.04% | 9.51% | 14.14% | Q3 2017 | Q4 2019 | 10 |
BROWN BROTHERS HARRIMAN & CO | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2021 | 10 |
COOPERMAN LEON G | 10 | 10 | 0.07% | 0.09% | 0.11% | Q2 2021 | Q3 2023 | 10 |
FIDUCIARY TRUST CO | 10 | 10 | 0.10% | 0.52% | 1.00% | Q2 2021 | Q3 2023 | 10 |
Dakota Wealth Management | 5 | 1 | 0.01% | 0.05% | 0.09% | Q2 2018 | Q3 2023 | 10 |
THRIVENT FINANCIAL FOR LUTHERANS | 7 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2022 | 9 |
Parallel Advisors, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 9 |
DAVENPORT & Co LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
SIMON QUICK ADVISORS, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 9 |
CREDIT SUISSE AG/ | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2022 | 9 |
Stonehage Fleming Financial Services Holdings Ltd | 6 | 3 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 9 |
CAMBRIDGE TRUST CO | 8 | 1 | 0.00% | 0.07% | 0.55% | Q4 2019 | Q3 2023 | 9 |
PENOBSCOT WEALTH MANAGEMENT | 9 | 9 | 1.32% | 1.89% | 3.42% | Q3 2021 | Q3 2023 | 9 |
RiverFront Investment Group, LLC | 8 | 1 | 0.01% | 0.54% | 0.83% | Q3 2020 | Q4 2022 | 9 |
Strategic Wealth Partners, Ltd. | 8 | 1 | 0.00% | 0.03% | 0.06% | Q4 2017 | Q3 2022 | 9 |
IEQ CAPITAL, LLC | 8 | 1 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 9 |
VALLEY NATIONAL ADVISERS INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
WEALTHSOURCE PARTNERS, LLC | 9 | 9 | 0.08% | 0.19% | 0.32% | Q4 2017 | Q4 2019 | 9 |
RITHOLTZ WEALTH MANAGEMENT | 9 | 9 | 0.34% | 0.56% | 0.74% | Q1 2018 | Q1 2020 | 9 |
Stratos Wealth Partners, LTD. | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 9 |
MAKENA CAPITAL MANAGEMENT LLC | 5 | 4 | 0.12% | 0.28% | 0.62% | Q3 2017 | Q3 2020 | 9 |
Canvas Wealth Advisors, LLC | 9 | 9 | 0.13% | 1.18% | 2.03% | Q1 2021 | Q1 2023 | 9 |
Bogart Wealth, LLC | 6 | 2 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 8 |
Bison Wealth, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 8 |
BlackRock Fund Advisors | 8 | 8 | 0.04% | 0.05% | 0.07% | Q1 2015 | Q4 2016 | 8 |
SEI INVESTMENTS CO | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2019 | 8 |
Industrial Alliance Investment Management Inc. | 8 | 8 | 0.10% | 0.55% | 2.06% | Q4 2021 | Q3 2023 | 8 |
FLAGSHIP HARBOR ADVISORS, LLC | 8 | 8 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q1 2020 | 8 |
Consilium Wealth Advisory, LLC | 8 | 8 | 2.80% | 5.53% | 10.68% | Q4 2021 | Q3 2023 | 8 |
Renaissance Technologies | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 8 |
LVZ, Inc. | 4 | 1 | 0.29% | 0.37% | 0.53% | Q1 2019 | Q2 2023 | 8 |
Venturi Wealth Management, LLC | 8 | 8 | 0.97% | 2.73% | 3.95% | Q3 2016 | Q2 2018 | 8 |
Viewpoint Capital Management LLC | 8 | 8 | 0.59% | 0.64% | 0.70% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
55I, LLC | 6 | 2 | 0.01% | 0.07% | 0.12% | Q4 2019 | Q3 2022 | 8 |
United Asset Strategies, Inc. | 8 | 8 | 1.11% | 1.36% | 2.26% | Q1 2020 | Q4 2021 | 8 |
Realta Investment Advisors | 4 | 2 | 0.03% | 0.04% | 0.05% | Q1 2019 | Q3 2023 | 8 |
Evercore Wealth Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2017 | 8 |
Ascent Group, LLC | 8 | 8 | 0.03% | 0.07% | 0.18% | Q4 2021 | Q3 2023 | 8 |
Bank of New York Mellon Corp | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 8 |
M&R CAPITAL MANAGEMENT INC | 8 | 8 | 0.00% | 0.01% | 0.03% | Q1 2022 | Q4 2023 | 8 |
Steinberg Global Asset Management | 8 | 8 | 0.11% | 0.16% | 0.19% | Q2 2017 | Q1 2019 | 8 |
Wedmont Private Capital | 8 | 8 | 0.05% | 0.09% | 0.17% | Q4 2021 | Q3 2023 | 8 |
WealthStone, Inc. | 8 | 8 | 0.25% | 0.49% | 0.65% | Q2 2019 | Q1 2021 | 8 |
SevenBridge Financial Group, LLC | 4 | 4 | 0.05% | 0.07% | 0.08% | Q3 2021 | Q3 2023 | 8 |
Apollon Wealth Management, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
ENTERPRISE FINANCIAL SERVICES CORP | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2018 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Amundi | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Sequoia Financial Advisors, LLC | 8 | 8 | 0.02% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Capital Asset Advisory Services LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q2 2022 | 8 |
Heritage Wealth Advisors | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 8 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Newbridge Financial Services Group, Inc. | 8 | 8 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q2 2023 | 8 |
RWA WEALTH PARTNERS, LLC | 7 | 7 | 0.06% | 0.56% | 0.87% | Q1 2017 | Q3 2018 | 7 |
Stelac Advisory Services LLC | 7 | 7 | 0.05% | 0.06% | 0.08% | Q1 2022 | Q3 2023 | 7 |
TCI Wealth Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
ICICI Prudential Asset Management Co Ltd | 7 | 7 | 0.05% | 0.18% | 0.35% | Q1 2022 | Q3 2023 | 7 |
Banque Cantonale Vaudoise | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Financial Engines Advisors L.L.C. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2022 | 7 |
Allianz Asset Management GmbH | 6 | 1 | 0.00% | 0.04% | 0.09% | Q4 2019 | Q4 2021 | 7 |
WealthOne, LLC | 4 | 3 | 0.08% | 0.18% | 0.41% | Q4 2018 | Q1 2022 | 7 |
Atria Investments, Inc | 5 | 1 | 0.01% | 0.04% | 0.07% | Q2 2018 | Q2 2022 | 7 |
Raab & Moskowitz Asset Management LLC | 6 | 1 | 0.07% | 0.30% | 0.41% | Q1 2018 | Q4 2019 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.02% | 0.05% | 0.12% | Q1 2021 | Q4 2022 | 7 |
Koshinski Asset Management, Inc. | 7 | 7 | 0.04% | 0.06% | 0.07% | Q3 2020 | Q1 2022 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q1 2021 | 7 |
PGIM Custom Harvest LLC | 4 | 3 | 0.02% | 0.05% | 0.11% | Q1 2021 | Q3 2023 | 7 |
Gemmer Asset Management LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 7 |
Argentus Capital Management, LLC | 7 | 7 | 0.01% | 0.10% | 0.22% | Q1 2015 | Q3 2016 | 7 |
Alaska Wealth Advisors | 4 | 3 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 7 |
CAPE COD FIVE CENTS SAVINGS BANK | 7 | 7 | 0.07% | 1.12% | 1.70% | Q3 2017 | Q1 2019 | 7 |
Lavaca Capital LLC | 7 | 7 | 0.02% | 0.04% | 0.10% | Q2 2020 | Q4 2021 | 7 |
Edgemoor Investment Advisors, Inc. | 7 | 7 | 0.02% | 0.07% | 0.12% | Q4 2020 | Q2 2022 | 7 |
Lowe Wealth Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2020 | 7 |
Hudock, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 7 |
Virtu KCG Holdings LLC | 4 | 1 | 0.01% | 0.02% | 0.04% | Q2 2014 | Q3 2016 | 6 |
Capital Bank & Trust Co | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2020 | 6 |
WHITTIER TRUST CO OF NEVADA INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2017 | 6 |
Wealth & Pension Services Group, Inc. | 6 | 6 | 0.65% | 0.78% | 0.88% | Q2 2018 | Q3 2019 | 6 |
Mariner, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q4 2020 | 6 |
VICTORY CAPITAL MANAGEMENT INC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Geneva Partners, LLC | 5 | 1 | 0.56% | 0.83% | 0.96% | Q2 2016 | Q3 2018 | 6 |
Qube Research & Technologies Ltd | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q2 2023 | 6 |
Metis Global Partners, LLC | 5 | 1 | 0.02% | 3.87% | 16.88% | Q1 2022 | Q3 2023 | 6 |
RONALD BLUE & CO LLC | 3 | 3 | 0.01% | 0.03% | 0.07% | Q3 2015 | Q2 2017 | 6 |
Valeo Financial Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2021 | 6 |
ADVISORY RESEARCH INC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q2 2022 | 6 |
Forum Financial Management, LP | 4 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 6 |
Financial Architects, Inc | 4 | 2 | 0.03% | 0.16% | 0.37% | Q2 2021 | Q4 2022 | 6 |
WBH ADVISORY INC | 3 | 3 | 0.08% | 0.19% | 0.40% | Q1 2022 | Q3 2023 | 6 |
Lido Advisors, LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 6 |
Ameraudi Asset Management, Inc. | 5 | 1 | 0.17% | 1.88% | 2.56% | Q4 2019 | Q3 2023 | 6 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 6 | 6 | 0.01% | 0.20% | 0.33% | Q1 2019 | Q2 2020 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.01% | 0.02% | 0.04% | Q2 2022 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.03% | 0.04% | 0.04% | Q2 2022 | Q3 2023 | 6 |
DRW Securities, LLC | 5 | 1 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q2 2023 | 6 |
Apexium Financial, LP | 4 | 1 | 0.03% | 0.09% | 0.32% | Q1 2020 | Q3 2023 | 6 |
Cooper Financial Group | 6 | 6 | 1.11% | 1.32% | 1.41% | Q4 2018 | Q1 2020 | 6 |
Newton One Investments LLC | 6 | 6 | 0.08% | 0.11% | 0.14% | Q2 2021 | Q3 2022 | 6 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.25% | 0.52% | 0.70% | Q4 2018 | Q1 2020 | 6 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 6 |
Investors Research Corp | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Ancora Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 6 |
Source Financial Advisors LLC | 6 | 6 | 0.27% | 0.35% | 0.38% | Q4 2020 | Q1 2022 | 6 |
Key FInancial Inc | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
MSI Financial Services Inc | 6 | 6 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q4 2016 | 6 |
Texas Capital Bank Wealth Management Services Inc | 6 | 6 | 0.03% | 0.06% | 0.09% | Q1 2021 | Q2 2022 | 6 |
Municipal Employees' Retirement System of Michigan | 4 | 2 | 0.48% | 1.41% | 5.51% | Q1 2020 | Q3 2022 | 6 |
CAPTRUST FINANCIAL ADVISORS | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2022 | 6 |
Stewardship Advisors, LLC | 6 | 6 | 0.66% | 0.79% | 1.32% | Q3 2021 | Q4 2022 | 6 |
Cornerstone Wealth Management, LLC | 6 | 6 | 0.17% | 0.22% | 0.27% | Q2 2017 | Q3 2018 | 6 |
TRUSTCORE FINANCIAL SERVICES, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
M&T BANK CORP | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Cetera Advisors LLC | 4 | 1 | 0.00% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 5 |
AE Wealth Management LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q4 2022 | 5 |
FIRST TRUST ADVISORS LP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2021 | 5 |
Rock Creek Group, LP | 5 | 5 | 0.19% | 1.71% | 3.39% | Q2 2021 | Q2 2022 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Relative Value Partners Group, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q4 2019 | 5 |
MONEY CONCEPTS CAPITAL CORP | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 5 |
MURPHY CAPITAL MANAGEMENT INC | 4 | 1 | 0.04% | 0.05% | 0.06% | Q3 2018 | Q1 2020 | 5 |
Baird Financial Group, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2016 | 5 |
AlphaStar Capital Management, LLC | 3 | 2 | 0.03% | 0.31% | 0.66% | Q2 2019 | Q3 2023 | 5 |
J2 Capital Management Inc | 3 | 2 | 1.13% | 1.82% | 2.81% | Q4 2021 | Q3 2023 | 5 |
Vivaldi Capital Management LP | 5 | 5 | 0.10% | 0.12% | 0.16% | Q4 2018 | Q4 2019 | 5 |
Vontobel Holding Ltd. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
MGO Private Wealth, LLC | 5 | 5 | 1.68% | 2.20% | 3.12% | Q3 2022 | Q3 2023 | 5 |
MCF Advisors LLC | 5 | 5 | 0.04% | 0.05% | 0.05% | Q3 2015 | Q3 2016 | 5 |
Gradient Investments LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 5 |
Private Advisory Group LLC | 5 | 5 | 1.09% | 1.34% | 1.62% | Q3 2022 | Q3 2023 | 5 |
BARINGS LLC | 5 | 5 | 0.02% | 0.10% | 0.16% | Q3 2022 | Q3 2023 | 5 |
Harvest Fund Management Co., Ltd | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Column Capital Advisors, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2022 | 5 |
MERCER GLOBAL ADVISORS INC /ADV | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 5 |
Plante Moran Financial Advisors, LLC | 3 | 2 | 0.02% | 0.14% | 0.18% | Q3 2018 | Q4 2019 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 5 |
Smart Money Group LLC | 5 | 5 | 0.94% | 1.02% | 1.07% | Q1 2019 | Q1 2020 | 5 |
HSBC HOLDINGS PLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 5 |
Anfield Capital Management, LLC | 4 | 1 | 0.00% | 1.01% | 1.74% | Q4 2019 | Q1 2022 | 5 |
Marcum Wealth, LLC | 5 | 5 | 0.05% | 0.08% | 0.10% | Q1 2021 | Q1 2022 | 5 |
CHATHAM CAPITAL GROUP, INC. | 5 | 5 | 0.10% | 0.14% | 0.17% | Q4 2018 | Q4 2019 | 5 |
Private Capital Group, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2019 | 5 |
ROTHSCHILD INVESTMENT LLC /IL | 5 | 5 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
ANGELES WEALTH MANAGEMENT, LLC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
PHILADELPHIA TRUST CO | 5 | 5 | 0.03% | 0.04% | 0.06% | Q1 2022 | Q1 2023 | 5 |
GRIFFIN ASSET MANAGEMENT, INC. | 4 | 4 | 0.06% | 0.06% | 0.06% | Q3 2017 | Q2 2018 | 4 |
Americana Partners, LLC | 3 | 1 | 0.09% | 1.46% | 2.50% | Q4 2019 | Q3 2023 | 4 |
Biltmore Family Office, LLC | 4 | 4 | 1.75% | 2.77% | 3.39% | Q4 2017 | Q3 2018 | 4 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.04% | 0.08% | Q1 2015 | Q2 2018 | 4 |
Core Wealth Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
LANSDOWNE PARTNERS (UK) LLP | 4 | 4 | 1.63% | 3.50% | 5.85% | Q1 2021 | Q4 2021 | 4 |
Prospera Financial Services Inc | 3 | 1 | 0.00% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 4 |
BB&T INVESTMENT SERVICES, INC. | 4 | 4 | 0.04% | 0.22% | 0.35% | Q1 2017 | Q4 2017 | 4 |
Squar Milner Financial Services LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q1 2020 | 4 |
Integris Wealth Management, LLC | 4 | 4 | 2.76% | 3.34% | 3.62% | Q4 2022 | Q3 2023 | 4 |
Providence Capital Advisors, LLC | 4 | 4 | 0.29% | 0.32% | 0.33% | Q4 2017 | Q3 2018 | 4 |
Hoxton Planning & Management, LLC | 4 | 4 | 0.16% | 0.17% | 0.19% | Q4 2022 | Q3 2023 | 4 |
FCA CORP /TX | 4 | 4 | 0.98% | 1.09% | 1.17% | Q3 2021 | Q2 2022 | 4 |
BECK CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.13% | 1.15% | 2.12% | Q2 2017 | Q1 2018 | 4 |
Commonwealth Equity Services, Inc | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2017 | 4 |
Lebenthal Asset Management, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q2 2016 | Q1 2017 | 4 |
PRESILIUM PRIVATE WEALTH, LLC | 4 | 4 | 0.18% | 0.21% | 0.23% | Q4 2022 | Q3 2023 | 4 |
Regal Investment Advisors LLC | 3 | 1 | 0.04% | 0.09% | 0.20% | Q2 2018 | Q4 2021 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
TFB Advisors LLC | 4 | 4 | 0.14% | 0.25% | 0.40% | Q4 2022 | Q3 2023 | 4 |
InterOcean Capital, LLC | 4 | 4 | 0.07% | 0.17% | 0.21% | Q3 2017 | Q2 2018 | 4 |
SPINNAKER TRUST | 4 | 4 | 1.33% | 2.34% | 2.75% | Q4 2015 | Q3 2016 | 4 |
Pflug Koory, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
Stephens Consulting, LLC | 4 | 4 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q4 2022 | 4 |
SouthState Corp | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 4 |
Kore Private Wealth LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q1 2022 | 4 |
Asset Dedication, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 4 |
Lee Financial Co | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2023 | 4 |
Avantax Planning Partners, Inc. | 4 | 4 | 0.07% | 0.09% | 0.10% | Q2 2017 | Q1 2018 | 4 |
Keebeck Wealth Management, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q2 2023 | 4 |
Endowment Wealth Management, Inc. | 4 | 4 | 0.27% | 0.31% | 0.33% | Q4 2022 | Q3 2023 | 4 |
Columbus Macro, LLC | 2 | 2 | 0.25% | 0.82% | 1.56% | Q1 2022 | Q1 2023 | 4 |
AT Bancorp | 4 | 4 | 0.22% | 0.24% | 0.26% | Q2 2017 | Q1 2018 | 4 |
Global Retirement Partners, LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 4 |
Atria Wealth Solutions, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 4 |
LEO BROKERAGE, LLC | 4 | 4 | 0.04% | 0.16% | 0.28% | Q3 2020 | Q2 2021 | 4 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q2 2023 | 4 |
Truvestments Capital LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2019 | 4 |
Hirtle Callaghan & Co LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q1 2020 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Family Asset Management, LLC | 4 | 4 | 0.40% | 1.18% | 1.70% | Q4 2022 | Q3 2023 | 4 |
PATHSTONE FAMILY OFFICE, LLC | 4 | 4 | 0.05% | 0.10% | 0.15% | Q4 2022 | Q3 2023 | 4 |
SCOTIA CAPITAL INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
COMMERCE BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Destiny Wealth Partners, LLC | 4 | 4 | 0.02% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q1 2023 | 4 |
Sargent Bickham Lagudis LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2019 | 4 |
INSIGNEO ADVISORY SERVICES, LLC | 4 | 4 | 0.48% | 0.58% | 0.75% | Q4 2022 | Q3 2023 | 4 |
PALISADE CAPITAL MANAGEMENT, LP | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2016 | 4 |
Aureus Asset Management, LLC | 3 | 1 | 0.04% | 0.04% | 0.06% | Q4 2017 | Q2 2019 | 4 |
Rappaport Reiches Capital Management, LLC | 4 | 4 | 0.12% | 0.19% | 0.24% | Q2 2021 | Q1 2022 | 4 |
Sharper & Granite LLC | 4 | 4 | 0.51% | 0.53% | 0.58% | Q4 2022 | Q3 2023 | 4 |
Life Planning Partners, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
SIMPLEX TRADING, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 4 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 3 | 1 | 0.24% | 0.27% | 0.32% | Q4 2021 | Q1 2023 | 4 |
Legacy Capital Wealth Partners, LLC | 4 | 4 | 0.11% | 2.32% | 4.78% | Q4 2022 | Q3 2023 | 4 |
FARMERS & MERCHANTS INVESTMENTS INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 4 |
AMERICAN INTERNATIONAL GROUP, INC. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q1 2016 | 4 |
LIBERTY WEALTH MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2021 | 3 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Private Portfolio Partners LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q3 2021 | 3 |
Ballew Advisors, Inc | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q3 2018 | 3 |
GAM Holding AG | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
ALTFEST L J & CO INC | 3 | 3 | 0.67% | 1.39% | 2.27% | Q2 2020 | Q4 2020 | 3 |
MACQUARIE GROUP LTD | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
FARR MILLER & WASHINGTON LLC/DC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2021 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.65% | 0.69% | 0.72% | Q4 2022 | Q2 2023 | 3 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
CAMBIAR INVESTORS LLC | 1 | 1 | 0.01% | 0.08% | 0.15% | Q2 2017 | Q4 2019 | 3 |
Venture Visionary Partners LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Tradewinds Capital Management, LLC | 3 | 3 | 0.45% | 6.16% | 9.19% | Q1 2023 | Q3 2023 | 3 |
Magnus Financial Group LLC | 3 | 3 | 0.09% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q4 2022 | 3 |
HYA Advisors, Inc | 3 | 3 | 0.08% | 0.08% | 0.09% | Q2 2021 | Q4 2021 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 3 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 3 | 3 | 0.04% | 0.05% | 0.07% | Q3 2018 | Q1 2019 | 3 |
MEEDER ASSET MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
SENTINEL TRUST CO LBA | 3 | 3 | 0.07% | 0.12% | 0.15% | Q1 2022 | Q3 2022 | 3 |
CHOREO, LLC | 3 | 3 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q3 2023 | 3 |
JFS WEALTH ADVISORS, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2023 | 3 |
Strategic Capital Alternatives LLC | 3 | 3 | 0.09% | 0.15% | 0.27% | Q1 2015 | Q3 2015 | 3 |
PARK AVENUE SECURITIES LLC | 3 | 3 | 0.01% | 0.03% | 0.06% | Q1 2023 | Q3 2023 | 3 |
BAIRD ROBERT W & CO INC /WI/ | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q1 2015 | 3 |
Riverpoint Wealth Management Holdings, LLC | 2 | 1 | 0.10% | 0.15% | 0.23% | Q3 2018 | Q3 2020 | 3 |
Sand Hill Global Advisors, LLC | 3 | 3 | 0.09% | 0.09% | 0.10% | Q4 2018 | Q2 2019 | 3 |
PINNACLE FINANCIAL PARTNERS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Bouchey Financial Group Ltd | 3 | 3 | 1.20% | 1.39% | 1.54% | Q4 2015 | Q2 2016 | 3 |
BigSur Wealth Management LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q2 2020 | 3 |
Avestar Capital, LLC | 2 | 1 | 0.01% | 0.23% | 0.60% | Q4 2017 | Q3 2021 | 3 |
KEYBANK NATIONAL ASSOCIATION/OH | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 3 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2021 | 3 |
Foundations Investment Advisors, LLC | 3 | 3 | 0.12% | 0.12% | 0.13% | Q2 2021 | Q4 2021 | 3 |
Global Trust Asset Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
Migdal Insurance & Financial Holdings Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Blue Chip Partners, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q2 2023 | 3 |
Stratos Wealth Advisors, LLC | 3 | 3 | 0.02% | 0.11% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Rothschild & Co Wealth Management UK Ltd | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2017 | 3 |
Private Ocean, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2020 | 3 |
Stewardship Financial Advisors, LLC | 3 | 3 | 0.08% | 0.09% | 0.09% | Q3 2020 | Q1 2021 | 3 |
WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.01% | 0.04% | Q2 2015 | Q3 2019 | 3 |
Capital Wealth Alliance, LLC | 3 | 3 | 0.58% | 0.59% | 0.61% | Q1 2023 | Q3 2023 | 3 |
CLIENT 1ST ADVISORY GROUP, LLC | 3 | 3 | 0.31% | 1.40% | 2.14% | Q4 2019 | Q2 2020 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Itau Unibanco Holding S.A. | 3 | 3 | 0.18% | 0.20% | 0.23% | Q3 2016 | Q1 2017 | 3 |
Keel Point, LLC | 2 | 1 | 0.07% | 0.09% | 0.11% | Q2 2018 | Q1 2020 | 3 |
Independent Order of Foresters | 3 | 3 | 0.46% | 0.48% | 0.50% | Q1 2023 | Q3 2023 | 3 |
Crescent Grove Advisors, LLC | 3 | 3 | 0.07% | 0.07% | 0.07% | Q2 2017 | Q4 2017 | 3 |
RFG Advisory, LLC | 2 | 1 | 0.06% | 0.06% | 0.08% | Q3 2018 | Q2 2020 | 3 |
J.W. COLE ADVISORS, INC. | 2 | 1 | 0.02% | 0.04% | 0.10% | Q2 2022 | Q1 2023 | 3 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q1 2023 | 3 |
Ruggie Capital Group | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Simplicity Solutions, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
SALEM INVESTMENT COUNSELORS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Intrua Financial, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q2 2021 | 2 |
Tranquility Partners, LLC | 2 | 2 | 0.25% | 0.25% | 0.26% | Q2 2019 | Q3 2019 | 2 |
ROCKLAND TRUST CO | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q1 2018 | 2 |
Greystone Financial Group, LLC | 2 | 2 | 0.16% | 0.16% | 0.17% | Q1 2023 | Q2 2023 | 2 |
BESSEMER SECURITIES LLC | 2 | 2 | 12.36% | 12.37% | 12.38% | Q4 2018 | Q1 2019 | 2 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 2 |
Farther Finance Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Professional Financial Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q4 2020 | 2 |
NATIONAL PLANNING CORP | 2 | 2 | 0.03% | 0.04% | 0.06% | Q2 2017 | Q3 2017 | 2 |
VIVID FINANCIAL MANAGEMENT, INC. | 2 | 2 | 0.96% | 1.14% | 1.33% | Q4 2019 | Q1 2020 | 2 |
Investment Management Corp of Ontario | 2 | 2 | 8.63% | 8.68% | 8.72% | Q4 2020 | Q1 2021 | 2 |
Austin Private Wealth, LLC | 2 | 2 | 0.20% | 0.20% | 0.21% | Q4 2019 | Q1 2020 | 2 |
Sandy Spring Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2022 | 2 |
GUYASUTA INVESTMENT ADVISORS INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q4 2018 | 2 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q1 2023 | 2 |
Linscomb & Williams, Inc. | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q1 2020 | 2 |
BREWIN DOLPHIN LTD | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
Corient Private Wealth LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Bedel Financial Consulting, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q1 2020 | 2 |
FDx Advisors, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Badgley Phelps Wealth Managers, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Vident Investment Advisory, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Donoghue Forlines LLC | 1 | 1 | 1.03% | 1.24% | 1.45% | Q2 2018 | Q4 2019 | 2 |
Investment Research & Advisory Group, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 2 | 2 | 0.03% | 0.06% | 0.10% | Q4 2019 | Q1 2020 | 2 |
Archer Investment Corp | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
TIEDEMANN ADVISORS, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2020 | Q2 2020 | 2 |
D.A. DAVIDSON & CO. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2016 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 2 |
LEUTHOLD GROUP, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q4 2021 | 2 |
Red Cedar Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Squarepoint Ops LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 2 |
LGT Financial Advisors LLC | 2 | 2 | 0.07% | 0.14% | 0.21% | Q2 2023 | Q3 2023 | 2 |
AlphaCore Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 2 |
Icon Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 2 |
Prime Capital Investment Advisors, LLC | 2 | 2 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q3 2023 | 2 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q1 2020 | 2 |
Trilogy Capital Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
AXXCESS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.20% | 0.20% | 0.20% | Q4 2022 | Q1 2023 | 2 |
Concert Wealth Management Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q3 2016 | 2 |
One Capital Management, LLC | 2 | 2 | 0.54% | 0.56% | 0.59% | Q1 2023 | Q2 2023 | 2 |
Capital Advisory Group Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 2 |
PRUDENTIAL PLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2022 | 2 |
Quintet Private Bank (Europe) S.A. | 1 | 1 | 0.08% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 2 |
Crabel Capital Management, LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q2 2023 | 2 |
EATON VANCE MANAGEMENT | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Perigon Wealth Management, LLC | 1 | 1 | 0.01% | 0.05% | 0.09% | Q4 2019 | Q4 2020 | 2 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
McIlrath & Eck, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Claro Advisors LLC | 2 | 2 | 0.19% | 0.26% | 0.32% | Q2 2023 | Q3 2023 | 2 |
Nationwide Fund Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Genesis Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
Gryphon Financial Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Partnervest Advisory Services LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2019 | Q4 2019 | 1 |
ROOSEVELT INVESTMENT GROUP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
JGP Global Gestao de Recursos Ltda. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2021 | Q3 2021 | 1 |
GHP Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Wealthfront Advisers LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
OneDigital Investment Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2018 | Q3 2018 | 1 |
Allworth Financial LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Laurel Wealth Planning LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Glass Jacobson Investment Advisors llc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Midwest Heritage Bank, FSB | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2021 | Q4 2021 | 1 |
Firestone Capital Management | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2019 | Q4 2019 | 1 |
Pacifica Partners Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
FIRST HAWAIIAN BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Korea Investment CORP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Naviter Wealth, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q1 2023 | 1 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Sound Financial Strategies Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
Savior LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Riggs Asset Managment Co. Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Fulcrum Equity Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Holloway Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
TUDOR INVESTMENT CORP ET AL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Archford Capital Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
tru Independence LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Fortis Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Cordant, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Allred Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Grey Fox Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Essex Financial Services, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2018 | Q1 2018 | 1 |
Pinnacle Bancorp, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
MAGNOLIA CAPITAL ADVISORS LLC | 1 | 1 | 7.23% | 7.23% | 7.23% | Q4 2019 | Q4 2019 | 1 |
CENTRAL BANK & TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Menard Financial Group LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q4 2019 | Q4 2019 | 1 |
Capital Analysts, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Silicon Hills Wealth Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
Braun-Bostich & Associates Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Resurgent Financial Advisors LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Lehman & Derafelo Financial Resources LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
GREENWOOD CAPITAL ASSOCIATES LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q4 2021 | Q4 2021 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Retirement Planning Group, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2022 | Q2 2022 | 1 |
Legacy Private Trust Co. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2017 | Q3 2017 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SILVERLAKE WEALTH MANAGEMENT LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
GABLES CAPITAL MANAGEMENT INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Atwater Malick LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.88% | 0.88% | 0.88% | Q2 2021 | Q2 2021 | 1 |
Navalign, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2023 | Q3 2023 | 1 |
Robbins Farley | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
4Thought Financial Group Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
SYNTAX RESEARCH, INC. | 1 | 1 | 3.06% | 3.06% | 3.06% | Q3 2023 | Q3 2023 | 1 |
IAM Advisory, LLC | 1 | 1 | 5.28% | 5.28% | 5.28% | Q2 2021 | Q2 2021 | 1 |
Meridian Wealth Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2019 | Q2 2019 | 1 |
Joel Isaacson & Co., LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
Portfolio Strategies, Inc. | 1 | 1 | 2.33% | 2.33% | 2.33% | Q4 2017 | Q4 2017 | 1 |
Fortitude Advisory Group L.L.C. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
BRYN MAWR TRUST Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Verition Fund Management LLC | 1 | 1 | 1.06% | 1.06% | 1.06% | Q3 2017 | Q3 2017 | 1 |
NOTTINGHAM ADVISORS, INC. | 1 | 1 | 0.96% | 0.96% | 0.96% | Q2 2021 | Q2 2021 | 1 |
Anchor Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Watson Rebecca | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Selective Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
COMERICA BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
BECK MACK & OLIVER LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Osbon Capital Management LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q2 2019 | Q2 2019 | 1 |
CULLEN/FROST BANKERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
SYM FINANCIAL Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Kiwi Wealth Investments Limited Partnership | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
KINGS POINT CAPITAL MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 2.83% | 2.83% | 2.83% | Q3 2023 | Q3 2023 | 1 |
TELEMUS CAPITAL, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
EP Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2021 | Q4 2021 | 1 |
Ritter Daniher Financial Advisory LLC / DE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
ATTICUS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Wilson & Boucher Capital Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
WATERSHED PRIVATE WEALTH LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Cascadia Advisory Services, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2019 | Q4 2019 | 1 |
Lebenthal Holdings,LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2016 | 1 |
BURKE & HERBERT BANK & TRUST CO | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2016 | Q2 2016 | 1 |
CHANNEL WEALTH LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2023 | Q1 2023 | 1 |
Aptus Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
WESPAC Advisors SoCal, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Evolution Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Davis Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
WELLINGTON MANAGEMENT GROUP LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2017 | Q2 2017 | 1 |
Trexquant Investment LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Stearns Financial Services Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2019 | Q4 2019 | 1 |
Invst, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Community Bank, N.A. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2021 | Q2 2021 | 1 |
AQR Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CMH Wealth Management LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2020 | Q4 2020 | 1 |
Iron Horse Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Moors & Cabot, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Buck Wealth Strategies, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Stonebridge Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Personal Capital Advisors Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Stadion Money Management, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2017 | Q3 2017 | 1 |
Genesee Capital Advisors, LLC | 1 | 1 | 5.28% | 5.28% | 5.28% | Q2 2021 | Q2 2021 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2019 | Q4 2019 | 1 |
HHM Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
Meridian Wealth Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Activest Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
CAROLINAS WEALTH CONSULTING LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Ten Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
SHEETS SMITH WEALTH MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Doman Group, LLC | 1 | 1 | 3.03% | 3.03% | 3.03% | Q4 2021 | Q4 2021 | 1 |
Park Place Capital Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Strategic Asset Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
Horst & Graben Wealth Management LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q1 2020 | Q1 2020 | 1 |
Carroll Investors, Inc | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.