Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
AMERIPRISE FINANCIAL INC | 38 | 38 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q3 2023 | 38 |
BANK OF AMERICA CORP /DE/ | 37 | 37 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q3 2023 | 37 |
MORGAN STANLEY | 36 | 36 | 0.00% | 0.02% | 0.06% | Q4 2014 | Q3 2023 | 36 |
ROYAL BANK OF CANADA | 36 | 36 | 0.00% | 0.00% | 0.04% | Q4 2014 | Q3 2023 | 36 |
RAYMOND JAMES & ASSOCIATES | 35 | 35 | 0.00% | 0.01% | 0.05% | Q1 2015 | Q3 2023 | 35 |
CITIGROUP INC | 35 | 35 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 35 |
NORTHERN TRUST CORP | 35 | 35 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 35 |
US BANCORP \DE\ | 35 | 35 | 0.00% | 0.08% | 0.17% | Q1 2015 | Q3 2023 | 35 |
FIRST CITIZENS BANK & TRUST CO | 35 | 35 | 0.01% | 0.09% | 0.25% | Q1 2015 | Q3 2023 | 35 |
Capital Advisors, Ltd. LLC | 35 | 35 | 0.06% | 0.16% | 0.50% | Q1 2015 | Q3 2023 | 35 |
PNC FINANCIAL SERVICES GROUP, INC. | 35 | 35 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 35 |
BlackRock Inc. | 27 | 8 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2023 | 35 |
LPL Financial LLC | 35 | 35 | 0.02% | 0.06% | 0.26% | Q1 2015 | Q3 2023 | 35 |
WELLS FARGO & COMPANY/MN | 35 | 35 | 0.00% | 0.03% | 0.09% | Q1 2015 | Q3 2023 | 35 |
GOLDMAN SACHS GROUP INC | 35 | 35 | 0.22% | 0.28% | 0.35% | Q1 2015 | Q3 2023 | 35 |
UBS Group AG | 35 | 35 | 0.00% | 0.02% | 0.04% | Q1 2015 | Q3 2023 | 35 |
GLENMEDE TRUST CO NA | 21 | 13 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 34 |
Private Advisor Group, LLC | 34 | 34 | 0.00% | 0.03% | 0.11% | Q2 2015 | Q3 2023 | 34 |
ENVESTNET ASSET MANAGEMENT INC | 34 | 34 | 0.01% | 0.14% | 0.66% | Q2 2015 | Q3 2023 | 34 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 34 | 34 | 0.00% | 0.50% | 1.78% | Q2 2015 | Q3 2023 | 34 |
JPMORGAN CHASE & CO | 34 | 34 | 0.00% | 0.02% | 0.22% | Q2 2015 | Q3 2023 | 34 |
Raymond James Financial Services Advisors, Inc. | 33 | 33 | 0.00% | 0.03% | 0.19% | Q3 2015 | Q3 2023 | 33 |
HighTower Advisors, LLC | 33 | 33 | 0.00% | 0.02% | 0.06% | Q3 2015 | Q3 2023 | 33 |
Dorsey & Whitney Trust CO LLC | 24 | 9 | 0.02% | 0.13% | 0.45% | Q1 2015 | Q3 2023 | 33 |
BOK Financial Private Wealth, Inc. | 33 | 33 | 0.16% | 1.57% | 5.00% | Q3 2015 | Q3 2023 | 33 |
Janney Montgomery Scott LLC | 29 | 3 | 0.00% | 0.09% | 0.52% | Q3 2015 | Q3 2023 | 32 |
WESCAP Management Group, Inc. | 32 | 32 | 2.48% | 4.47% | 8.65% | Q4 2015 | Q3 2023 | 32 |
FIRST HAWAIIAN BANK | 32 | 32 | 0.02% | 1.46% | 5.84% | Q4 2015 | Q3 2023 | 32 |
COLDSTREAM CAPITAL MANAGEMENT INC | 28 | 4 | 2.90% | 4.51% | 6.33% | Q3 2015 | Q3 2023 | 32 |
BLAIR WILLIAM & CO/IL | 32 | 32 | 0.02% | 0.03% | 0.04% | Q4 2015 | Q3 2023 | 32 |
HEADINVEST, LLC | 32 | 32 | 0.10% | 0.15% | 0.24% | Q4 2015 | Q3 2023 | 32 |
Advisory Services Network, LLC | 16 | 7 | 0.00% | 0.06% | 0.31% | Q1 2015 | Q1 2023 | 31 |
Wharton Business Group, LLC | 31 | 31 | 0.75% | 2.28% | 4.12% | Q3 2015 | Q1 2023 | 31 |
Cambridge Investment Research Advisors, Inc. | 31 | 31 | 0.00% | 0.01% | 0.14% | Q1 2016 | Q3 2023 | 31 |
North Star Investment Management Corp. | 31 | 31 | 0.01% | 0.06% | 0.10% | Q2 2015 | Q4 2022 | 31 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 3 | 0.00% | 0.03% | 0.08% | Q4 2015 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.13% | 0.92% | Q4 2015 | Q3 2023 | 31 |
HSBC HOLDINGS PLC | 27 | 4 | 0.01% | 0.04% | 0.11% | Q4 2015 | Q3 2023 | 31 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 14 | 6 | 0.01% | 0.32% | 0.84% | Q2 2015 | Q3 2023 | 31 |
BOKF, NA | 22 | 9 | 0.03% | 0.12% | 0.24% | Q4 2015 | Q3 2023 | 31 |
WHITTIER TRUST CO | 30 | 30 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q3 2023 | 30 |
Bank of New York Mellon Corp | 30 | 30 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 30 |
Clearwater Capital Advisors, LLC | 30 | 30 | 0.05% | 0.33% | 0.68% | Q2 2016 | Q3 2023 | 30 |
Cetera Advisor Networks LLC | 30 | 30 | 0.01% | 0.03% | 0.06% | Q2 2016 | Q3 2023 | 30 |
Cetera Advisors LLC | 21 | 9 | 0.01% | 0.06% | 0.18% | Q3 2015 | Q3 2023 | 30 |
Cetera Investment Advisers | 29 | 1 | 0.00% | 0.05% | 0.14% | Q1 2016 | Q3 2023 | 30 |
Baird Financial Group, Inc. | 21 | 8 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 29 |
M&T BANK CORP | 19 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 29 |
LVW Advisors, LLC | 29 | 29 | 0.26% | 0.38% | 0.97% | Q3 2016 | Q3 2023 | 29 |
Montecito Bank & Trust | 29 | 29 | 0.10% | 0.81% | 5.24% | Q3 2015 | Q3 2022 | 29 |
MYCIO WEALTH PARTNERS, LLC | 22 | 6 | 0.00% | 0.76% | 1.90% | Q1 2015 | Q2 2022 | 28 |
Financial Advisory Group | 28 | 28 | 0.11% | 0.57% | 1.14% | Q4 2016 | Q3 2023 | 28 |
Summit Asset Management, LLC | 28 | 28 | 0.14% | 0.23% | 0.31% | Q4 2016 | Q3 2023 | 28 |
Tortoise Investment Management, LLC | 28 | 28 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q3 2023 | 28 |
Cranbrook Wealth Management, LLC | 28 | 28 | 0.13% | 0.22% | 0.40% | Q4 2016 | Q3 2023 | 28 |
MUFG Americas Holdings Corp | 28 | 28 | 0.02% | 0.64% | 0.94% | Q4 2015 | Q3 2022 | 28 |
RNC CAPITAL MANAGEMENT LLC | 22 | 5 | 0.06% | 0.76% | 1.51% | Q4 2014 | Q1 2022 | 27 |
AJ WEALTH STRATEGIES, LLC | 27 | 27 | 0.02% | 0.22% | 0.73% | Q4 2016 | Q2 2023 | 27 |
JANE STREET GROUP, LLC | 12 | 1 | 0.00% | 0.02% | 0.13% | Q4 2014 | Q3 2023 | 27 |
First Heartland Consultants, Inc. | 20 | 6 | 0.03% | 0.14% | 0.35% | Q1 2017 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.01% | 0.20% | 1.43% | Q2 2017 | Q3 2023 | 26 |
Steward Partners Investment Advisory, LLC | 18 | 8 | 0.00% | 0.00% | 0.04% | Q4 2016 | Q3 2023 | 26 |
FLOW TRADERS U.S. LLC | 11 | 1 | 0.02% | 0.45% | 3.03% | Q2 2015 | Q2 2023 | 26 |
STIFEL FINANCIAL CORP | 17 | 1 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q3 2023 | 26 |
J.P. Morgan Private Wealth Advisors LLC | 21 | 2 | 0.00% | 0.12% | 0.49% | Q4 2015 | Q3 2023 | 26 |
NEXT Financial Group, Inc | 14 | 1 | 0.00% | 0.06% | 0.19% | Q1 2015 | Q4 2021 | 26 |
STEEL GROVE CAPITAL ADVISORS, LLC | 26 | 26 | 0.03% | 0.86% | 2.92% | Q4 2015 | Q1 2022 | 26 |
Global Retirement Partners, LLC | 26 | 26 | 0.00% | 0.02% | 0.06% | Q1 2017 | Q2 2023 | 26 |
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 24 | 1 | 0.03% | 0.44% | 2.09% | Q3 2015 | Q4 2022 | 25 |
CIBC Private Wealth Group, LLC | 13 | 12 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 25 |
Front Row Advisors LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 24 | 24 | 0.20% | 2.85% | 6.30% | Q4 2017 | Q3 2023 | 24 |
Brightworth | 15 | 1 | 0.02% | 0.41% | 6.81% | Q4 2015 | Q3 2022 | 24 |
Exchange Capital Management, Inc. | 24 | 24 | 0.28% | 2.00% | 2.68% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.02% | 0.05% | 0.17% | Q4 2017 | Q3 2023 | 24 |
CONDOR CAPITAL MANAGEMENT | 24 | 24 | 0.03% | 0.16% | 0.27% | Q1 2015 | Q4 2020 | 24 |
FMR LLC | 22 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 23 |
COLONY GROUP LLC | 23 | 23 | 0.01% | 0.06% | 0.11% | Q1 2015 | Q3 2020 | 23 |
PFS INVESTMENTS INC. | 23 | 23 | 0.40% | 1.09% | 2.12% | Q4 2017 | Q2 2023 | 23 |
PARK AVENUE SECURITIES LLC | 15 | 1 | 0.02% | 3.24% | 14.34% | Q2 2015 | Q1 2023 | 23 |
WEBSTER BANK, N. A. | 22 | 22 | 0.00% | 0.35% | 1.23% | Q4 2015 | Q1 2021 | 22 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 13 | 2 | 0.02% | 0.24% | 1.60% | Q2 2015 | Q2 2022 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.07% | 0.28% | Q3 2018 | Q3 2023 | 21 |
CX Institutional | 21 | 21 | 0.00% | 0.39% | 1.40% | Q3 2018 | Q3 2023 | 21 |
Sargent Bickham Lagudis LLC | 19 | 2 | 0.00% | 0.14% | 0.30% | Q1 2016 | Q4 2022 | 21 |
VERITY Wealth Advisors | 21 | 21 | 2.41% | 3.58% | 6.46% | Q4 2018 | Q4 2023 | 21 |
Csenge Advisory Group | 21 | 21 | 0.80% | 1.07% | 1.39% | Q3 2018 | Q3 2023 | 21 |
Blankinship & Foster, LLC | 20 | 20 | 0.77% | 5.51% | 9.04% | Q4 2018 | Q3 2023 | 20 |
Confluence Wealth Management LLC | 19 | 1 | 0.36% | 0.58% | 0.68% | Q3 2015 | Q3 2020 | 20 |
Gladstone Institutional Advisory LLC | 20 | 20 | 0.02% | 0.13% | 0.85% | Q4 2018 | Q3 2023 | 20 |
Ifrah Financial Services, Inc. | 20 | 20 | 1.00% | 1.22% | 1.51% | Q4 2018 | Q3 2023 | 20 |
IHT Wealth Management, LLC | 17 | 3 | 0.01% | 0.07% | 0.24% | Q4 2016 | Q4 2021 | 20 |
ASSOCIATED BANC-CORP | 20 | 20 | 0.01% | 0.05% | 0.06% | Q1 2015 | Q4 2019 | 20 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 20 | 20 | 0.02% | 0.10% | 0.38% | Q1 2015 | Q4 2019 | 20 |
Tower Research Capital LLC (TRC) | 5 | 1 | 0.00% | 0.00% | 0.03% | Q1 2016 | Q3 2023 | 20 |
Colonial Trust Advisors | 20 | 20 | 0.04% | 0.11% | 0.18% | Q4 2018 | Q3 2023 | 20 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 20 | 20 | 0.00% | 0.03% | 0.12% | Q1 2015 | Q4 2019 | 20 |
BESSEMER GROUP INC | 16 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 20 |
Bruderman Asset Management, LLC | 20 | 20 | 0.21% | 0.28% | 0.38% | Q1 2015 | Q4 2019 | 20 |
GREAT VALLEY ADVISOR GROUP, INC. | 20 | 20 | 0.04% | 0.07% | 0.13% | Q4 2018 | Q3 2023 | 20 |
COMERICA BANK | 19 | 1 | 0.00% | 0.02% | 0.08% | Q2 2015 | Q3 2023 | 20 |
NewEdge Advisors, LLC | 15 | 5 | 0.00% | 0.09% | 0.51% | Q2 2017 | Q3 2023 | 20 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2022 | 20 |
Financial Advisors, LLC | 19 | 19 | 0.54% | 1.03% | 1.76% | Q1 2019 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
BANK OF MONTREAL /CAN/ | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 19 |
Citadel Advisors | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2022 | 19 |
PAYDEN & RYGEL | 19 | 19 | 0.01% | 0.02% | 0.02% | Q2 2015 | Q4 2019 | 19 |
Schoolcraft Capital LLC | 19 | 19 | 5.94% | 7.73% | 9.08% | Q1 2019 | Q3 2023 | 19 |
Covington Capital Management | 19 | 19 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q1 2022 | 19 |
AE Wealth Management LLC | 16 | 3 | 0.02% | 0.06% | 0.16% | Q4 2017 | Q3 2023 | 19 |
Alliance Wealth Management Group | 18 | 18 | 0.14% | 3.20% | 13.98% | Q4 2015 | Q1 2020 | 18 |
FORTE CAPITAL LLC /ADV | 18 | 18 | 0.06% | 0.09% | 0.14% | Q2 2019 | Q3 2023 | 18 |
DEUTSCHE BANK AG\ | 14 | 4 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2021 | 18 |
ALLIANCEBERNSTEIN L.P. | 17 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2022 | 18 |
Sowell Financial Services LLC | 7 | 2 | 0.00% | 0.08% | 0.26% | Q1 2017 | Q3 2023 | 18 |
CIBC WORLD MARKET INC. | 18 | 18 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q4 2019 | 18 |
First Allied Advisory Services, Inc. | 18 | 18 | 0.03% | 0.15% | 0.34% | Q4 2015 | Q1 2020 | 18 |
Cypress Capital, LLC | 9 | 4 | 0.97% | 2.39% | 3.20% | Q4 2018 | Q3 2023 | 18 |
LifePlan Financial Group, Inc | 17 | 17 | 0.16% | 1.14% | 2.91% | Q3 2016 | Q3 2020 | 17 |
Colorado Capital Management, Inc. | 17 | 17 | 0.32% | 0.96% | 1.60% | Q4 2015 | Q4 2019 | 17 |
Creative Planning | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 17 |
Meridian Wealth Advisors, LLC | 17 | 17 | 0.70% | 1.18% | 2.70% | Q4 2018 | Q4 2022 | 17 |
Cornerstone Advisory, LLC | 17 | 17 | 0.18% | 0.61% | 1.08% | Q4 2015 | Q4 2019 | 17 |
Diversified Trust Co | 16 | 1 | 0.02% | 0.04% | 0.05% | Q4 2015 | Q3 2020 | 17 |
M&R CAPITAL MANAGEMENT INC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2020 | 17 |
Tarbox Family Office, Inc. | 17 | 17 | 0.03% | 0.05% | 0.06% | Q1 2018 | Q1 2022 | 17 |
Grove Bank & Trust | 17 | 17 | 0.28% | 0.36% | 0.46% | Q3 2019 | Q3 2023 | 17 |
Western Wealth Management, LLC | 10 | 3 | 0.02% | 0.04% | 0.06% | Q1 2019 | Q3 2023 | 17 |
Snowden Capital Advisors LLC | 16 | 1 | 0.00% | 0.73% | 2.29% | Q1 2016 | Q4 2021 | 17 |
Bigelow Investment Advisors, LLC | 15 | 2 | 0.12% | 0.27% | 0.55% | Q4 2017 | Q3 2023 | 17 |
Proficio Capital Partners LLC | 17 | 17 | 0.04% | 1.06% | 2.63% | Q4 2015 | Q4 2019 | 17 |
Private Vista, LLC | 16 | 16 | 1.57% | 11.08% | 16.49% | Q3 2016 | Q2 2020 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Parallel Advisors, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 16 |
Maltin Wealth Management, Inc. | 16 | 16 | 0.53% | 0.92% | 1.83% | Q4 2019 | Q3 2023 | 16 |
LWS Wealth Advisors, Inc. | 16 | 16 | 0.46% | 0.55% | 0.60% | Q4 2019 | Q3 2023 | 16 |
Firestone Capital Management | 16 | 16 | 0.31% | 0.42% | 0.72% | Q4 2019 | Q3 2023 | 16 |
Jordan Park Group LLC | 9 | 7 | 0.04% | 1.67% | 8.77% | Q1 2018 | Q3 2023 | 16 |
Stratos Wealth Partners, LTD. | 12 | 4 | 0.02% | 0.20% | 1.08% | Q1 2015 | Q1 2020 | 16 |
AVANTAX ADVISORY SERVICES, INC. | 16 | 16 | 0.01% | 0.04% | 0.09% | Q4 2019 | Q3 2023 | 16 |
Avior Wealth Management, LLC | 13 | 1 | 0.00% | 0.01% | 0.05% | Q1 2016 | Q3 2023 | 16 |
CWM, LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 16 |
Brinker Capital Investments, LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q4 2019 | 16 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
THRIVENT FINANCIAL FOR LUTHERANS | 7 | 2 | 0.01% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 15 |
Financial Insights, Inc. | 14 | 1 | 0.10% | 1.01% | 2.14% | Q4 2019 | Q3 2023 | 15 |
Stonehearth Capital Management, LLC | 15 | 15 | 0.26% | 0.60% | 0.95% | Q3 2016 | Q1 2020 | 15 |
OPPENHEIMER ASSET MANAGEMENT INC. | 14 | 1 | 0.03% | 0.18% | 0.34% | Q2 2017 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.04% | 0.21% | 0.54% | Q2 2016 | Q4 2019 | 15 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 11 | 1 | 0.01% | 0.02% | 0.05% | Q2 2015 | Q4 2019 | 15 |
MERCER GLOBAL ADVISORS INC /ADV | 13 | 2 | 0.00% | 0.03% | 0.09% | Q4 2019 | Q3 2023 | 15 |
SouthState Corp | 9 | 6 | 0.00% | 0.07% | 0.12% | Q4 2017 | Q2 2023 | 15 |
FIFTH THIRD BANCORP | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2023 | 15 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 7 | 1 | 0.00% | 0.04% | 0.11% | Q1 2018 | Q3 2022 | 15 |
Clark Capital Management Group, Inc. | 15 | 15 | 0.02% | 0.20% | 0.61% | Q1 2015 | Q3 2018 | 15 |
OLD MISSION CAPITAL LLC | 7 | 1 | 0.01% | 0.11% | 0.51% | Q1 2015 | Q1 2023 | 15 |
Global Trust Asset Management, LLC | 14 | 14 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q1 2021 | 14 |
SVB WEALTH LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2023 | 14 |
American Portfolios Advisors | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2022 | 14 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2018 | 14 |
9258 Wealth Management, LLC | 14 | 14 | 0.05% | 0.17% | 0.52% | Q1 2019 | Q2 2022 | 14 |
PATTON ALBERTSON MILLER GROUP, LLC | 10 | 4 | 0.10% | 1.01% | 2.81% | Q3 2016 | Q3 2023 | 14 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2022 | 14 |
Investors Research Corp | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
CKW FINANCIAL GROUP | 10 | 4 | 0.08% | 0.53% | 0.70% | Q3 2015 | Q4 2019 | 14 |
TELEMUS CAPITAL, LLC | 14 | 14 | 0.02% | 0.23% | 0.53% | Q4 2017 | Q1 2021 | 14 |
FIDUCIARY TRUST INTERNATIONAL LLC | 12 | 2 | 0.07% | 0.11% | 0.28% | Q1 2015 | Q1 2019 | 14 |
MANAGED ACCOUNT SERVICES INC | 14 | 14 | 0.12% | 0.19% | 0.28% | Q2 2018 | Q3 2021 | 14 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 14 | 14 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Wealthcare Advisory Partners LLC | 11 | 3 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 14 |
Rockefeller Capital Management L.P. | 12 | 1 | 0.00% | 0.02% | 0.11% | Q4 2019 | Q3 2023 | 13 |
Baystate Wealth Management LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 13 |
Sound Income Strategies, LLC | 13 | 13 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q1 2021 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
First Capital Advisors Group, LLC. | 9 | 4 | 0.10% | 1.84% | 5.45% | Q4 2016 | Q2 2023 | 13 |
Roble, Belko & Company, Inc | 13 | 13 | 0.00% | 0.10% | 0.18% | Q1 2016 | Q1 2019 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.02% | 0.05% | 0.08% | Q3 2020 | Q3 2023 | 13 |
CIBC BANK USA | 13 | 13 | 0.04% | 0.43% | 0.75% | Q4 2015 | Q4 2018 | 13 |
Elmwood Wealth Management, Inc. | 7 | 1 | 0.00% | 0.27% | 1.39% | Q1 2018 | Q4 2021 | 13 |
OLD NATIONAL BANCORP /IN/ | 13 | 13 | 0.01% | 0.11% | 0.19% | Q4 2015 | Q4 2018 | 13 |
Mercer Investments LLC | 12 | 12 | 22.34% | 53.65% | 71.65% | Q1 2015 | Q4 2017 | 12 |
Qube Research & Technologies Ltd | 6 | 1 | 0.00% | 0.02% | 0.08% | Q1 2020 | Q3 2023 | 12 |
SCOTIA CAPITAL INC. | 10 | 2 | 0.03% | 0.04% | 0.05% | Q3 2015 | Q1 2019 | 12 |
McKinley Carter Wealth Services, Inc. | 12 | 12 | 0.05% | 0.17% | 0.40% | Q4 2020 | Q3 2023 | 12 |
Blue Chip Partners, LLC | 12 | 12 | 0.31% | 1.83% | 2.51% | Q1 2017 | Q4 2019 | 12 |
Silvant Capital Management LLC | 12 | 12 | 0.05% | 0.06% | 0.08% | Q1 2018 | Q4 2020 | 12 |
CREDIT AGRICOLE S A | 12 | 12 | 0.01% | 0.02% | 0.18% | Q1 2015 | Q4 2017 | 12 |
Verde Capital Management | 12 | 12 | 0.94% | 3.70% | 5.58% | Q4 2020 | Q3 2023 | 12 |
Aaron Wealth Advisors LLC | 12 | 12 | 0.32% | 0.91% | 1.81% | Q4 2020 | Q3 2023 | 12 |
Wealthgate Family Office, LLC | 12 | 12 | 2.98% | 4.12% | 5.27% | Q4 2020 | Q3 2023 | 12 |
Stonebridge Capital Advisors LLC | 7 | 5 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2022 | 12 |
Sage Mountain Advisors LLC | 12 | 12 | 0.02% | 0.13% | 0.24% | Q4 2020 | Q3 2023 | 12 |
SIGNATUREFD, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 12 |
HARVEST CAPITAL MANAGEMENT INC | 12 | 12 | 6.39% | 8.79% | 13.08% | Q1 2015 | Q4 2017 | 12 |
ASSETMARK, INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 12 |
AdvisorNet Financial, Inc | 11 | 1 | 0.00% | 0.02% | 0.16% | Q3 2020 | Q3 2023 | 12 |
FDx Advisors, Inc. | 11 | 1 | 0.01% | 0.13% | 1.04% | Q1 2016 | Q1 2019 | 12 |
Covenant Asset Management, LLC | 12 | 12 | 0.18% | 0.46% | 0.61% | Q1 2017 | Q4 2019 | 12 |
BDO Wealth Advisors, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q2 2020 | 12 |
Day & Ennis, LLC | 12 | 12 | 0.31% | 1.36% | 2.72% | Q1 2016 | Q4 2018 | 12 |
Spire Wealth Management | 11 | 11 | 0.13% | 0.21% | 0.27% | Q1 2021 | Q3 2023 | 11 |
BBVA USA Bancshares, Inc. | 11 | 11 | 0.04% | 0.04% | 0.05% | Q3 2018 | Q1 2021 | 11 |
Goldstein Munger & Associates | 11 | 11 | 0.12% | 0.13% | 0.13% | Q2 2015 | Q4 2017 | 11 |
Chicago Partners Investment Group LLC | 5 | 1 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 11 |
Sigma Planning Corp | 6 | 5 | 0.01% | 0.03% | 0.05% | Q4 2018 | Q3 2023 | 11 |
MSI Financial Services Inc | 11 | 11 | 0.00% | 0.08% | 0.31% | Q2 2014 | Q4 2016 | 11 |
Brookstone Capital Management | 11 | 11 | 0.08% | 1.35% | 2.50% | Q1 2016 | Q3 2018 | 11 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 11 | 11 | 0.39% | 0.77% | 1.35% | Q4 2019 | Q2 2022 | 11 |
Relative Value Partners Group, LLC | 11 | 11 | 0.02% | 0.03% | 0.03% | Q3 2017 | Q1 2020 | 11 |
Archford Capital Strategies, LLC | 9 | 2 | 0.00% | 0.34% | 1.70% | Q1 2015 | Q2 2018 | 11 |
BANK OF HAWAII | 7 | 4 | 0.02% | 0.90% | 1.75% | Q3 2016 | Q4 2019 | 11 |
Commonwealth Equity Services, Inc | 11 | 11 | 0.06% | 0.15% | 0.23% | Q1 2015 | Q3 2017 | 11 |
Virtus Fund Advisers, LLC | 11 | 11 | 0.00% | 0.05% | 0.12% | Q2 2015 | Q4 2017 | 11 |
Financial Management Professionals, Inc. | 5 | 2 | 0.00% | 1.23% | 2.51% | Q4 2014 | Q4 2022 | 11 |
Avidian Wealth Solutions, LLC | 7 | 4 | 0.02% | 0.53% | 0.79% | Q3 2020 | Q3 2023 | 11 |
BROWN ADVISORY INC | 4 | 3 | 0.00% | 0.01% | 0.04% | Q3 2015 | Q4 2018 | 11 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2022 | 11 |
Geneos Wealth Management Inc. | 5 | 1 | 0.00% | 0.02% | 0.18% | Q1 2017 | Q3 2023 | 11 |
SYNOVUS FINANCIAL CORP | 10 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 11 |
CAPTRUST FINANCIAL ADVISORS | 9 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2022 | 11 |
BANK OF NOVA SCOTIA | 5 | 2 | 0.00% | 0.06% | 0.19% | Q1 2015 | Q1 2021 | 11 |
UBS ASSET MANAGEMENT AMERICAS INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2019 | 11 |
WEDBUSH SECURITIES INC | 8 | 2 | 0.02% | 0.05% | 0.10% | Q2 2015 | Q3 2022 | 10 |
Simplicity Solutions, LLC | 5 | 1 | 0.01% | 0.06% | 0.20% | Q2 2017 | Q1 2023 | 10 |
Bellwether Advisors, LLC | 10 | 10 | 0.01% | 0.09% | 0.22% | Q4 2020 | Q1 2023 | 10 |
Atria Investments, Inc | 7 | 3 | 0.04% | 0.45% | 0.83% | Q2 2015 | Q1 2018 | 10 |
Global Financial Private Capital, Inc | 9 | 1 | 0.00% | 0.03% | 0.04% | Q1 2017 | Q1 2020 | 10 |
Homrich & Berg | 10 | 10 | 0.02% | 0.18% | 1.46% | Q4 2015 | Q1 2018 | 10 |
DUBUQUE BANK & TRUST CO | 10 | 10 | 0.00% | 0.03% | 0.11% | Q3 2017 | Q4 2019 | 10 |
Mariner, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 10 |
Barrington Strategic Wealth Management Group LLC | 10 | 10 | 1.06% | 1.79% | 3.18% | Q2 2015 | Q3 2017 | 10 |
HAYS ADVISORY LLC | 8 | 2 | 0.04% | 0.38% | 0.87% | Q3 2015 | Q3 2018 | 10 |
YorkBridge Wealth Partners, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q2 2019 | 10 |
GEODE CAPITAL MANAGEMENT, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2019 | 10 |
Greytown Advisors Inc. | 10 | 10 | 0.56% | 0.79% | 1.02% | Q4 2016 | Q1 2019 | 10 |
ASPIRIANT, LLC | 10 | 10 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
CAPE COD FIVE CENTS SAVINGS BANK | 10 | 10 | 0.06% | 0.13% | 0.20% | Q2 2015 | Q3 2017 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.02% | Q1 2021 | Q3 2023 | 10 |
BROWN BROTHERS HARRIMAN & CO | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 10 |
Columbus Macro, LLC | 10 | 10 | 0.26% | 0.43% | 1.38% | Q4 2017 | Q1 2020 | 10 |
Arlington Partners LLC | 10 | 10 | 0.03% | 0.05% | 0.08% | Q1 2019 | Q2 2021 | 10 |
LIBERTY WEALTH MANAGEMENT LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2021 | 10 |
NWAM LLC | 9 | 9 | 0.04% | 0.07% | 0.12% | Q3 2021 | Q3 2023 | 9 |
Cornerstone Wealth Management, LLC | 8 | 1 | 0.04% | 0.33% | 0.88% | Q1 2017 | Q3 2023 | 9 |
SUNTRUST BANKS INC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2018 | 9 |
Winslow, Evans & Crocker, Inc. | 9 | 9 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q4 2017 | 9 |
Syntal Capital Partners, LLC | 8 | 1 | 6.88% | 14.23% | 23.43% | Q1 2015 | Q4 2018 | 9 |
FLAGSHIP HARBOR ADVISORS, LLC | 8 | 1 | 0.00% | 0.02% | 0.10% | Q4 2017 | Q1 2020 | 9 |
Canvas Wealth Advisors, LLC | 9 | 9 | 0.17% | 0.81% | 1.07% | Q1 2021 | Q1 2023 | 9 |
DIMENSION CAPITAL MANAGEMENT LLC | 9 | 9 | 0.08% | 0.11% | 0.24% | Q3 2021 | Q3 2023 | 9 |
Wealth Quarterback LLC | 5 | 1 | 0.15% | 0.85% | 1.62% | Q1 1987 | Q2 2022 | 9 |
Kovack Advisors, Inc. | 5 | 2 | 0.07% | 0.32% | 1.39% | Q1 2017 | Q3 2023 | 9 |
BerganKDV Wealth Management, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2020 | 9 |
MARINO, STRAM & ASSOCIATES LLC | 9 | 9 | 0.14% | 0.37% | 0.61% | Q4 2017 | Q4 2019 | 9 |
Financial Advocates Investment Management | 9 | 9 | 0.04% | 0.12% | 0.28% | Q4 2017 | Q4 2019 | 9 |
PAX Financial Group, LLC | 9 | 9 | 0.05% | 0.24% | 0.41% | Q3 2021 | Q3 2023 | 9 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.12% | 0.15% | 0.19% | Q4 2021 | Q3 2023 | 8 |
DB Wealth Management Group, LLC | 8 | 8 | 0.01% | 2.21% | 4.69% | Q4 2020 | Q3 2022 | 8 |
Bogart Wealth, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Asset Planning Services, Ltd. | 4 | 2 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2019 | 8 |
Perigon Wealth Management, LLC | 6 | 2 | 0.01% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 8 |
PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC | 8 | 8 | 0.02% | 0.55% | 1.00% | Q4 2015 | Q3 2017 | 8 |
Strategic Wealth Partners, Ltd. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 8 |
Weatherstone Capital Management | 4 | 2 | 0.18% | 1.31% | 3.68% | Q1 2015 | Q4 2017 | 8 |
Allworth Financial LP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 8 |
WHITE PINE CAPITAL LLC | 6 | 2 | 0.08% | 0.10% | 0.13% | Q1 2019 | Q1 2023 | 8 |
Virtu KCG Holdings LLC | 7 | 1 | 0.01% | 0.02% | 0.04% | Q1 2015 | Q1 2017 | 8 |
ZEKE CAPITAL ADVISORS, LLC | 7 | 1 | 0.02% | 0.07% | 0.17% | Q1 2016 | Q4 2022 | 8 |
SMITH CHAS P & ASSOCIATES PA CPAS | 8 | 8 | 0.22% | 1.47% | 2.74% | Q2 2015 | Q1 2017 | 8 |
ETFIDEA, LLC | 8 | 8 | 0.20% | 0.22% | 0.26% | Q4 2021 | Q3 2023 | 8 |
Towercrest Capital Management | 8 | 8 | 0.08% | 0.10% | 0.17% | Q2 2018 | Q1 2020 | 8 |
Aspire Wealth Management Corp | 8 | 8 | 0.73% | 0.83% | 0.92% | Q4 2021 | Q3 2023 | 8 |
LWM Advisory Services, LLC | 8 | 8 | 1.29% | 1.73% | 2.14% | Q4 2021 | Q3 2023 | 8 |
Kathleen S. Wright Associates Inc. | 8 | 8 | 0.37% | 0.40% | 0.45% | Q4 2021 | Q3 2023 | 8 |
Regal Investment Advisors LLC | 8 | 8 | 0.04% | 0.10% | 0.22% | Q4 2021 | Q3 2023 | 8 |
Integrated Wealth Concepts LLC | 4 | 3 | 0.02% | 0.15% | 0.38% | Q4 2017 | Q3 2023 | 7 |
Heritage Wealth Advisors | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Ranch Capital Advisors Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2021 | 7 |
LEVEL FOUR ADVISORY SERVICES, LLC | 7 | 7 | 0.03% | 0.10% | 0.15% | Q4 2016 | Q2 2018 | 7 |
Centennial Wealth Advisory LLC | 4 | 3 | 0.11% | 0.13% | 0.16% | Q2 2021 | Q3 2023 | 7 |
LINCOLN NATIONAL CORP | 4 | 1 | 0.01% | 0.15% | 0.53% | Q3 2021 | Q3 2023 | 7 |
Strategic Blueprint, LLC | 4 | 1 | 0.01% | 0.45% | 0.88% | Q1 2019 | Q3 2023 | 7 |
Virtu Financial LLC | 3 | 1 | 0.03% | 0.10% | 0.28% | Q3 2015 | Q4 2019 | 7 |
Renaissance Technologies | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 7 |
Semmax Financial Advisors Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q2 2020 | 7 |
CETERA INVESTMENT MANAGEMENT LLC | 7 | 7 | 0.26% | 3.21% | 6.60% | Q4 2015 | Q2 2017 | 7 |
ProVise Management Group, LLC | 7 | 7 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q2 2022 | 7 |
Cresset Asset Management, LLC | 3 | 1 | 0.00% | 0.01% | 0.06% | Q4 2018 | Q2 2023 | 7 |
TRUIST FINANCIAL CORP | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2022 | 7 |
Private Capital Group, LLC | 7 | 7 | 0.01% | 0.05% | 0.12% | Q4 2017 | Q2 2019 | 7 |
WINTRUST INVESTMENTS LLC | 7 | 7 | 0.10% | 0.27% | 0.38% | Q3 2017 | Q1 2019 | 7 |
Patriot Financial Group Insurance Agency, LLC | 6 | 1 | 0.00% | 0.06% | 0.15% | Q4 2016 | Q2 2022 | 7 |
BlackRock Investment Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2016 | 7 |
Venturi Wealth Management, LLC | 6 | 1 | 0.11% | 0.77% | 3.35% | Q4 2015 | Q1 2018 | 7 |
Avantax Planning Partners, Inc. | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2022 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 7 |
FRANKLIN RESOURCES INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2017 | 7 |
Rain Capital Management, LLC | 7 | 7 | 0.00% | 0.60% | 1.33% | Q3 2019 | Q1 2021 | 7 |
Berman Capital Advisors, LLC | 6 | 1 | 0.00% | 0.01% | 0.07% | Q4 2017 | Q3 2021 | 7 |
Beaird Harris Wealth Management, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Valmark Advisers, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Clarity Financial LLC | 7 | 7 | 0.11% | 0.36% | 0.53% | Q4 2020 | Q2 2022 | 7 |
Rainier Group Investment Advisory LLC | 5 | 2 | 0.13% | 6.42% | 8.18% | Q4 2018 | Q3 2020 | 7 |
COMMERCE BANK | 7 | 7 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q1 2017 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
FIRST MERCANTILE TRUST CO | 7 | 7 | 1.79% | 1.96% | 2.34% | Q1 2020 | Q3 2021 | 7 |
Carroll Financial Associates, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2019 | 7 |
HRT FINANCIAL LP | 2 | 1 | 0.01% | 0.09% | 0.32% | Q2 2016 | Q2 2023 | 7 |
FineMark National Bank & Trust | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2016 | 6 |
Insight Wealth Strategies, LLC | 6 | 6 | 0.04% | 0.06% | 0.06% | Q3 2019 | Q4 2020 | 6 |
Wealth & Pension Services Group, Inc. | 6 | 6 | 0.24% | 0.79% | 2.70% | Q2 2018 | Q3 2019 | 6 |
PATHSTONE FAMILY OFFICE, LLC | 5 | 1 | 0.06% | 0.13% | 0.23% | Q1 2022 | Q3 2023 | 6 |
CYPRESS FINANCIAL PLANNING LLC | 6 | 6 | 0.20% | 0.23% | 0.28% | Q2 2022 | Q3 2023 | 6 |
Lumature Wealth Partners, LLC | 6 | 6 | 0.01% | 0.02% | 0.06% | Q4 2020 | Q1 2022 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2020 | Q3 2021 | 6 |
XML Financial, LLC | 6 | 6 | 0.32% | 0.43% | 0.66% | Q3 2021 | Q4 2022 | 6 |
Horizon Investments, LLC | 6 | 6 | 0.01% | 0.21% | 0.34% | Q1 2019 | Q2 2020 | 6 |
TRUST CO OF VERMONT | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 6 |
SEI INVESTMENTS CO | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2018 | 6 |
Larson Financial Group LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 6 |
Empirical Asset Management, LLC | 6 | 6 | 0.25% | 0.66% | 1.00% | Q2 2022 | Q3 2023 | 6 |
American Trust | 6 | 6 | 0.40% | 0.65% | 1.08% | Q4 2021 | Q1 2023 | 6 |
Kore Private Wealth LLC | 6 | 6 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q3 2022 | 6 |
Choate Investment Advisors | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
RONALD BLUE & CO LLC | 6 | 6 | 0.04% | 0.14% | 0.33% | Q1 2016 | Q2 2017 | 6 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 6 | 6 | 0.06% | 0.06% | 0.07% | Q3 2018 | Q4 2019 | 6 |
FOUNDERS FINANCIAL SECURITIES LLC | 6 | 6 | 0.17% | 1.93% | 2.97% | Q1 2019 | Q2 2020 | 6 |
BRIDGES INVESTMENT MANAGEMENT INC | 6 | 6 | 0.04% | 0.04% | 0.05% | Q3 2018 | Q4 2019 | 6 |
MBA Advisors LLC | 6 | 6 | 0.33% | 1.14% | 1.65% | Q1 2021 | Q2 2022 | 6 |
RDA Financial Network | 4 | 2 | 0.12% | 0.13% | 0.14% | Q1 2019 | Q2 2022 | 6 |
Horan Capital Advisors, LLC. | 6 | 6 | 7.68% | 8.06% | 8.28% | Q1 2017 | Q2 2018 | 6 |
StoneX Group Inc. | 6 | 6 | 0.43% | 0.54% | 0.70% | Q4 2016 | Q1 2018 | 6 |
Sunbelt Securities, Inc. | 4 | 1 | 0.00% | 0.14% | 0.58% | Q4 2016 | Q2 2023 | 6 |
PFG Advisors | 6 | 6 | 0.06% | 1.04% | 2.08% | Q4 2017 | Q1 2019 | 6 |
LAKE STREET ADVISORS GROUP, LLC | 3 | 3 | 0.06% | 0.08% | 0.12% | Q4 2017 | Q3 2023 | 6 |
VALLEY NATIONAL ADVISERS INC | 6 | 6 | 0.04% | 0.07% | 0.09% | Q1 2015 | Q2 2016 | 6 |
Independent Advisor Alliance | 6 | 6 | 0.01% | 0.02% | 0.07% | Q3 2021 | Q4 2022 | 6 |
NEW ENGLAND ASSET MANAGEMENT INC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q2 2020 | 6 |
Bangor Savings Bank | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Braun-Bostich & Associates Inc. | 6 | 6 | 0.03% | 0.65% | 1.34% | Q4 2017 | Q1 2019 | 6 |
HUNTINGTON NATIONAL BANK | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2022 | 6 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 6 | 6 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q3 2023 | 6 |
REGIONS FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
Dynamic Advisor Solutions LLC | 3 | 3 | 0.04% | 0.11% | 0.25% | Q1 2018 | Q4 2019 | 6 |
Source Financial Advisors LLC | 5 | 5 | 0.09% | 0.48% | 1.18% | Q2 2022 | Q2 2023 | 5 |
Portfolio Solutions, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q1 2018 | 5 |
VICUS CAPITAL | 4 | 1 | 0.07% | 0.15% | 0.20% | Q1 2016 | Q1 2018 | 5 |
FLAGSTAR ADVISORS INC | 5 | 5 | 0.19% | 0.22% | 0.24% | Q3 2022 | Q3 2023 | 5 |
COMERICA SECURITIES INC | 5 | 5 | 0.12% | 0.28% | 0.36% | Q1 2017 | Q1 2018 | 5 |
Colonial Trust Co / SC | 5 | 5 | 0.06% | 0.06% | 0.08% | Q3 2022 | Q3 2023 | 5 |
AVIANCE CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.02% | 0.35% | 0.91% | Q3 2015 | Q3 2016 | 5 |
Madden Advisory Services, Inc. | 5 | 5 | 0.26% | 0.28% | 0.31% | Q2 2022 | Q2 2023 | 5 |
Blue Trust, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
GeoWealth Management, LLC | 5 | 5 | 0.03% | 0.15% | 0.40% | Q2 2022 | Q2 2023 | 5 |
55I, LLC | 5 | 5 | 0.05% | 0.12% | 0.21% | Q3 2021 | Q3 2022 | 5 |
Citizens Business Bank | 5 | 5 | 0.06% | 2.66% | 3.34% | Q1 2017 | Q1 2018 | 5 |
Compagnie Lombard Odier SCmA | 5 | 5 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q4 2016 | 5 |
FIRST INTERSTATE BANK | 5 | 5 | 0.07% | 1.98% | 3.57% | Q3 2022 | Q3 2023 | 5 |
Watermark Asset Management, Inc. | 5 | 5 | 0.15% | 0.28% | 0.62% | Q1 2017 | Q1 2018 | 5 |
WealthTrust Fairport, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2019 | 5 |
DEARBORN PARTNERS LLC | 5 | 5 | 0.04% | 0.04% | 0.07% | Q1 2015 | Q1 2016 | 5 |
Intercontinental Wealth Advisors, LLC | 5 | 5 | 0.05% | 0.06% | 0.09% | Q4 2018 | Q4 2019 | 5 |
AMERICAN INTERNATIONAL GROUP, INC. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2016 | 5 |
Geller Advisors LLC | 4 | 1 | 0.09% | 0.12% | 0.18% | Q4 2015 | Q3 2023 | 5 |
Keel Point, LLC | 2 | 1 | 0.02% | 1.00% | 1.92% | Q4 2016 | Q2 2021 | 5 |
MOTCO | 4 | 1 | 0.00% | 0.05% | 0.06% | Q2 2016 | Q4 2020 | 5 |
Strategic Point Investment Advisors, LLC | 5 | 5 | 2.96% | 7.91% | 10.83% | Q1 2015 | Q1 2016 | 5 |
Taikang Asset Management (Hong Kong) Co Ltd | 5 | 5 | 0.42% | 0.83% | 1.19% | Q3 2019 | Q3 2020 | 5 |
Argentus Capital Management, LLC | 5 | 5 | 0.01% | 0.04% | 0.06% | Q3 2015 | Q3 2016 | 5 |
SkyView Investment Advisors, LLC | 5 | 5 | 0.05% | 0.09% | 0.12% | Q4 2020 | Q4 2021 | 5 |
Concorde Asset Management, LLC | 3 | 2 | 0.29% | 1.07% | 1.90% | Q2 2017 | Q3 2018 | 5 |
BT Wealth Management LLC | 5 | 5 | 3.60% | 4.77% | 5.22% | Q4 2018 | Q4 2019 | 5 |
Jefferies Group LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2018 | 5 |
WBH ADVISORY INC | 4 | 1 | 0.15% | 0.61% | 0.94% | Q4 2021 | Q1 2023 | 5 |
WT Wealth Management | 5 | 5 | 1.12% | 1.53% | 1.81% | Q3 2022 | Q3 2023 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.16% | 0.17% | 0.18% | Q3 2021 | Q3 2022 | 5 |
Jacobi Capital Management LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q2 2018 | 5 |
Cutler Group LLC / CA | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2016 | 5 |
Bell Rock Capital LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 5 |
Apollon Wealth Management, LLC | 3 | 2 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 5 |
ACCESS FINANCIAL SERVICES, INC. | 5 | 5 | 0.78% | 1.01% | 1.12% | Q4 2018 | Q4 2019 | 5 |
ROBERTSON STEPHENS ADVISORS LLC | 4 | 4 | 0.22% | 0.34% | 0.38% | Q4 2016 | Q3 2017 | 4 |
DAVENPORT & Co LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
CREDIT SUISSE AG/ | 2 | 2 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q4 2015 | 4 |
KEYBANK NATIONAL ASSOCIATION/OH | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2017 | 4 |
FEDERATED HERMES, INC. | 4 | 4 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q4 2015 | 4 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 4 | 4 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.05% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
JB Capital LLC | 4 | 4 | 0.28% | 0.31% | 0.36% | Q3 2021 | Q2 2022 | 4 |
IFC Holdings Incorporated/FL | 4 | 4 | 0.10% | 0.25% | 0.33% | Q1 2017 | Q4 2017 | 4 |
Miracle Mile Advisors, LLC | 4 | 4 | 0.01% | 1.61% | 3.20% | Q2 2022 | Q1 2023 | 4 |
Independence Trust CO | 4 | 4 | 1.32% | 1.37% | 1.43% | Q4 2016 | Q3 2017 | 4 |
First Horizon Advisors, Inc. | 4 | 4 | 0.00% | 0.03% | 0.09% | Q3 2018 | Q2 2019 | 4 |
D L CARLSON INVESTMENT GROUP INC | 4 | 4 | 0.17% | 0.34% | 0.44% | Q2 2015 | Q1 2016 | 4 |
CULLEN/FROST BANKERS, INC. | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2022 | 4 |
TWO SIGMA SECURITIES, LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q4 2022 | 4 |
Retirement Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 4 |
TOTAL INVESTMENT MANAGEMENT INC | 4 | 4 | 0.05% | 2.18% | 3.59% | Q2 2021 | Q1 2022 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Point View Wealth Management, Inc. | 4 | 4 | 0.09% | 0.09% | 0.10% | Q1 2019 | Q4 2019 | 4 |
Gradient Investments LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 4 |
QUATTRO FINANCIAL ADVISORS LLC | 4 | 4 | 2.20% | 3.51% | 6.00% | Q4 2021 | Q3 2022 | 4 |
Wealth Advisory Solutions, LLC | 4 | 4 | 0.71% | 0.77% | 0.82% | Q4 2019 | Q3 2020 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2020 | 4 |
Valeo Financial Advisors, LLC | 4 | 4 | 0.08% | 0.23% | 0.40% | Q4 2022 | Q3 2023 | 4 |
OVERSEA-CHINESE BANKING Corp Ltd | 4 | 4 | 0.10% | 0.11% | 0.13% | Q4 2022 | Q3 2023 | 4 |
KARLINSKI ANDREW C | 4 | 4 | 0.14% | 0.16% | 0.19% | Q4 2021 | Q3 2022 | 4 |
NewSquare Capital LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
Family Asset Management, LLC | 4 | 4 | 0.03% | 0.40% | 0.88% | Q4 2022 | Q3 2023 | 4 |
SII INVESTMENTS INC/WI | 4 | 4 | 0.06% | 0.18% | 0.27% | Q1 2017 | Q4 2017 | 4 |
Fiera Capital Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 4 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Eldridge Investment Advisors, Inc. | 2 | 1 | 0.13% | 0.34% | 0.70% | Q4 2017 | Q3 2023 | 4 |
Capital Analysts, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 4 |
Stone House Investment Management, LLC | 4 | 4 | 0.35% | 0.58% | 1.26% | Q4 2016 | Q3 2017 | 4 |
Guardian Wealth Management, Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 4 |
First Financial Bank - Trust Division | 4 | 4 | 0.08% | 0.08% | 0.08% | Q2 2018 | Q1 2019 | 4 |
Dragon Financial & Investment Group, LLC | 4 | 4 | 3.35% | 4.62% | 6.27% | Q4 2017 | Q3 2018 | 4 |
FIRST MIDWEST BANK TRUST DIVISION | 4 | 4 | 0.39% | 0.40% | 0.41% | Q1 2017 | Q4 2017 | 4 |
GM Advisory Group, LLC | 4 | 4 | 0.19% | 0.25% | 0.29% | Q2 2015 | Q1 2016 | 4 |
PARSONS CAPITAL MANAGEMENT INC/RI | 4 | 4 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q4 2016 | 4 |
Summit Investment Advisory Services, LLC | 4 | 4 | 0.58% | 0.68% | 0.96% | Q4 2022 | Q3 2023 | 4 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2016 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.04% | 0.05% | 0.05% | Q1 2015 | Q4 2015 | 4 |
NATIONAL PLANNING CORP | 3 | 3 | 0.13% | 0.60% | 1.45% | Q2 2017 | Q4 2017 | 3 |
Tranquility Partners, LLC | 3 | 3 | 0.19% | 0.28% | 0.36% | Q2 2019 | Q4 2019 | 3 |
Robertson Stephens Wealth Management, LLC | 3 | 3 | 0.35% | 0.38% | 0.41% | Q4 2018 | Q2 2019 | 3 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
TITLEIST ASSET MANAGEMENT, LLC | 3 | 3 | 0.58% | 0.73% | 0.81% | Q1 2023 | Q3 2023 | 3 |
PCA Investment Advisory Services Inc. | 3 | 3 | 1.19% | 1.28% | 1.43% | Q1 2023 | Q3 2023 | 3 |
Steinberg Global Asset Management | 3 | 3 | 0.40% | 0.41% | 0.43% | Q3 2018 | Q1 2019 | 3 |
LEO BROKERAGE, LLC | 2 | 1 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q2 2023 | 3 |
Premia Global Advisors, LLC | 3 | 3 | 0.25% | 1.98% | 4.56% | Q4 2017 | Q2 2018 | 3 |
EP Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 3 |
Barrett Asset Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2016 | 3 |
Treybourne Wealth Planners, Inc. | 3 | 3 | 0.26% | 1.48% | 3.91% | Q4 2020 | Q2 2021 | 3 |
GPS Wealth Strategies Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 3 | 3 | 0.13% | 0.15% | 0.16% | Q3 2015 | Q1 2016 | 3 |
Summit Global Investments | 3 | 3 | 0.02% | 0.04% | 0.04% | Q4 2021 | Q2 2022 | 3 |
LexAurum Advisors, LLC | 3 | 3 | 0.07% | 0.15% | 0.23% | Q1 2023 | Q3 2023 | 3 |
HL FINANCIAL SERVICES LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q3 2016 | 3 |
VICTORY CAPITAL MANAGEMENT INC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q4 2019 | 3 |
Israel Discount Bank of New York | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q3 2017 | 3 |
One Capital Management, LLC | 2 | 1 | 0.11% | 0.42% | 0.59% | Q2 2022 | Q2 2023 | 3 |
Hefren-Tillotson, Inc. | 3 | 3 | 0.16% | 0.20% | 0.28% | Q3 2015 | Q1 2016 | 3 |
INVESTMENT CENTERS OF AMERICA INC | 3 | 3 | 0.09% | 0.24% | 0.32% | Q1 2017 | Q3 2017 | 3 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 3 |
Sharkey, Howes & Javer | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2018 | 3 |
Advisors Capital Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
Seneca House Advisors | 3 | 3 | 0.18% | 0.19% | 0.21% | Q4 2017 | Q2 2018 | 3 |
Ally Financial Inc. | 3 | 3 | 5.64% | 6.15% | 6.91% | Q3 2017 | Q1 2018 | 3 |
ROMAN BUTLER FULLERTON & CO | 3 | 3 | 0.26% | 0.28% | 0.31% | Q1 2023 | Q3 2023 | 3 |
Avestar Capital, LLC | 3 | 3 | 2.66% | 3.50% | 3.99% | Q1 2022 | Q3 2022 | 3 |
Ascent Group, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q1 2023 | 3 |
Ameliora Wealth Management Ltd. | 3 | 3 | 0.93% | 1.03% | 1.16% | Q1 2023 | Q3 2023 | 3 |
BENJAMIN EDWARDS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q4 2018 | 3 |
MADISON INVESTMENT HOLDINGS INC | 3 | 3 | 0.16% | 0.35% | 0.45% | Q2 2018 | Q4 2018 | 3 |
Cedar Wealth Management, LLC | 3 | 3 | 0.30% | 0.30% | 0.30% | Q1 2023 | Q3 2023 | 3 |
RTD Financial Advisors, Inc. | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q2 2022 | 3 |
ASSET MANAGEMENT CORP /IL/ /ADV | 3 | 3 | 0.17% | 0.21% | 0.23% | Q3 2022 | Q1 2023 | 3 |
MEEDER ASSET MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
MV CAPITAL MANAGEMENT, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
Pettinga Financial Advisors LLC | 2 | 1 | 0.13% | 0.28% | 0.41% | Q4 2018 | Q1 2022 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q2 2020 | 3 |
Platte River Capital LLC | 3 | 3 | 0.51% | 0.58% | 0.63% | Q1 2015 | Q3 2015 | 3 |
BARCLAYS PLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2021 | 3 |
Geneva Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2017 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.53% | 0.66% | 0.88% | Q4 2022 | Q3 2023 | 3 |
HHG & Company, LLC | 3 | 3 | 0.11% | 0.12% | 0.13% | Q3 2015 | Q1 2016 | 3 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2018 | 3 |
Hall Kathryn A. | 3 | 3 | 3.62% | 4.31% | 5.03% | Q1 2023 | Q3 2023 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Redwood Financial Network Corp | 3 | 3 | 0.26% | 0.28% | 0.28% | Q2 2022 | Q4 2022 | 3 |
Jaffetilchin Investment Partners, LLC | 1 | 1 | 0.14% | 0.15% | 0.15% | Q1 2017 | Q1 2018 | 3 |
Magnus Financial Group LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q1 2022 | 3 |
WASHINGTON TRUST BANK | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2018 | 3 |
Stadion Money Management, LLC | 3 | 3 | 0.17% | 0.47% | 0.73% | Q4 2016 | Q2 2017 | 3 |
PRIVATE TRUST CO NA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
GUYASUTA INVESTMENT ADVISORS INC | 3 | 3 | 0.29% | 0.30% | 0.31% | Q3 2016 | Q1 2017 | 3 |
Paragon Capital Management LLC | 3 | 3 | 0.14% | 0.27% | 0.36% | Q4 2017 | Q2 2018 | 3 |
Stone Point Wealth LLC | 3 | 3 | 0.36% | 0.42% | 0.48% | Q1 2023 | Q3 2023 | 3 |
THOMPSON SIEGEL & WALMSLEY LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2019 | 3 |
Affiance Financial, LLC | 1 | 1 | 0.01% | 0.11% | 0.21% | Q4 2015 | Q4 2019 | 2 |
Urban Wealth Management, LLC | 1 | 1 | 0.00% | 0.41% | 0.82% | Q4 2020 | Q2 2022 | 2 |
Beacon Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
SILVERLAKE WEALTH MANAGEMENT LLC | 2 | 2 | 0.42% | 0.44% | 0.46% | Q1 2022 | Q2 2022 | 2 |
Psagot Value Holdings Ltd. / (Israel) | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q4 2022 | 2 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2022 | 2 |
RiverFront Investment Group, LLC | 2 | 2 | 3.61% | 4.05% | 4.49% | Q2 2022 | Q3 2022 | 2 |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 1 | 1 | 0.15% | 1.89% | 3.62% | Q4 2019 | Q4 2022 | 2 |
Stratos Wealth Advisors, LLC | 1 | 1 | 0.07% | 0.09% | 0.10% | Q3 2022 | Q1 2023 | 2 |
Mutual Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Advocacy Wealth Management Services, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Fluent Financial, LLC | 2 | 2 | 4.55% | 4.55% | 4.56% | Q4 2017 | Q1 2018 | 2 |
Integrated Advisors Network LLC | 2 | 2 | 0.15% | 0.15% | 0.15% | Q1 2023 | Q2 2023 | 2 |
MBL Wealth, LLC | 2 | 2 | 0.43% | 0.48% | 0.53% | Q3 2022 | Q4 2022 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Windham Capital Management, LLC | 2 | 2 | 0.66% | 1.09% | 1.52% | Q1 2015 | Q2 2015 | 2 |
Alaska Permanent Capital Management | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Accuvest Global Advisors | 1 | 1 | 0.48% | 0.52% | 0.56% | Q1 2016 | Q4 2021 | 2 |
Schwab Charitable Fund | 2 | 2 | 0.11% | 0.11% | 0.12% | Q4 2019 | Q1 2020 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.13% | 0.14% | 0.15% | Q4 2017 | Q1 2018 | 2 |
Aptus Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Hoxton Planning & Management, LLC | 2 | 2 | 0.55% | 0.70% | 0.84% | Q4 2022 | Q1 2023 | 2 |
Savior LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
FARMERS & MERCHANTS INVESTMENTS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Litman Gregory Wealth Management LLC | 2 | 2 | 0.28% | 0.28% | 0.29% | Q1 2017 | Q2 2017 | 2 |
SWS Partners | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Icon Wealth Partners, LLC | 2 | 2 | 0.80% | 1.15% | 1.49% | Q4 2017 | Q1 2018 | 2 |
Highmount Capital, LLC | 2 | 2 | 3.44% | 3.48% | 3.52% | Q1 2015 | Q2 2015 | 2 |
PFS Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
D.A. DAVIDSON & CO. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
1832 Asset Management L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
Alerus Investment Advisors Corp | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2015 | Q4 2015 | 2 |
Hackensack Meridian Health, Inc. | 2 | 2 | 3.93% | 3.99% | 4.04% | Q2 2023 | Q3 2023 | 2 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q2 2021 | 2 |
West Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Arete Wealth Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2020 | Q4 2020 | 2 |
Itau Unibanco Holding S.A. | 2 | 2 | 0.01% | 0.07% | 0.13% | Q4 2017 | Q1 2018 | 2 |
Strategic Wealth Partners Group, LLC | 2 | 2 | 0.34% | 1.77% | 3.21% | Q1 2018 | Q2 2018 | 2 |
TIAA, FSB | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q2 2023 | 2 |
MKD WEALTH COACHES, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Hoxton Financial, Inc. | 2 | 2 | 0.16% | 0.16% | 0.17% | Q4 2015 | Q1 2016 | 2 |
Glenview Trust Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
IAG Wealth Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Sequoia Financial Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
INSIGNEO ADVISORY SERVICES, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
TITLEIST CAPITAL, LLC | 2 | 2 | 0.36% | 0.39% | 0.41% | Q3 2022 | Q4 2022 | 2 |
Legacy Wealth Planning, LLC | 2 | 2 | 0.43% | 0.44% | 0.46% | Q4 2019 | Q1 2020 | 2 |
Midwest Professional Planners, LTD. | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q1 2018 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q2 2015 | 2 |
MOODY LYNN & LIEBERSON, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Quantitative Advantage, LLC | 2 | 2 | 0.58% | 0.61% | 0.63% | Q1 2015 | Q2 2015 | 2 |
OmniStar Financial Group, Inc. | 2 | 2 | 0.49% | 0.53% | 0.57% | Q4 2017 | Q1 2018 | 2 |
Wealthspire Advisors, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2018 | 2 |
Vestmark Advisory Solutions, Inc. | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2022 | Q3 2022 | 2 |
Lion Street Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 2 |
PACIFIC FINANCIAL GROUP INC | 2 | 2 | 0.66% | 0.70% | 0.74% | Q2 2015 | Q3 2015 | 2 |
Pensionmark Financial Group, LLC | 2 | 2 | 0.27% | 0.33% | 0.39% | Q4 2019 | Q1 2020 | 2 |
Moloney Securities Asset Management, LLC | 2 | 2 | 0.10% | 0.10% | 0.11% | Q3 2017 | Q4 2017 | 2 |
Financial Architects, Inc | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q4 2019 | 2 |
Bay Harbor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2019 | 2 |
BIP Wealth, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
ALTERNA WEALTH MANAGEMENT, INC | 2 | 2 | 0.16% | 0.55% | 0.93% | Q4 2018 | Q1 2019 | 2 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2021 | 2 |
DONALDSON CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q2 2017 | 2 |
Marcum Wealth, LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2022 | Q3 2022 | 2 |
Koshinski Asset Management, Inc. | 2 | 2 | 0.10% | 0.11% | 0.11% | Q2 2022 | Q3 2022 | 2 |
Evercore Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
PINNACLE ASSOCIATES LTD | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q1 2016 | 2 |
IEQ CAPITAL, LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q1 2022 | Q2 2022 | 2 |
Pinkerton Retirement Specialists, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2023 | 2 |
Financial Partners Group, Inc | 2 | 2 | 0.34% | 0.38% | 0.42% | Q4 2017 | Q1 2018 | 2 |
Fortis Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Moss Adams Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
F3Logic, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q3 2022 | 2 |
Hudock, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
CERTUITY, LLC | 2 | 2 | 0.16% | 0.23% | 0.30% | Q2 2021 | Q3 2021 | 2 |
MONEY CONCEPTS CAPITAL CORP | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q4 2022 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
RFG Advisory, LLC | 1 | 1 | 0.10% | 0.24% | 0.37% | Q1 2018 | Q3 2023 | 2 |
ATTICUS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 2 |
Winfield Associates, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2016 | 2 |
Linscomb & Williams, Inc. | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q1 2020 | 2 |
V Wealth Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Selective Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Cerity Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Independent Portfolio Consultants, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2017 | Q2 2017 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Wealthfront Advisers LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
OneDigital Investment Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
NexWave Capital Partners LLC | 1 | 1 | 0.81% | 0.81% | 0.81% | Q4 2019 | Q4 2019 | 1 |
Filament LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2017 | Q2 2017 | 1 |
ACIMA PRIVATE WEALTH, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2018 | Q4 2018 | 1 |
HARBOR INVESTMENT ADVISORY, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Pinnacle Wealth Management Advisory Group, LLC | 1 | 1 | 0.84% | 0.84% | 0.84% | Q4 2015 | Q4 2015 | 1 |
Personal Wealth Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
FCG ADVISORS, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2017 | Q2 2017 | 1 |
Concord Wealth Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CENTRAL BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
ROVIN CAPITAL /UT/ /ADV | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2019 | Q4 2019 | 1 |
Sage Advisory Services, Ltd.Co. | 1 | 1 | 2.52% | 2.52% | 2.52% | Q2 2017 | Q2 2017 | 1 |
HOWARD FINANCIAL SERVICES, LTD. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
WESPAC Advisors, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2015 | Q4 2015 | 1 |
New World Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Neuberger Berman Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Alexandria Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Ledyard National Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
OXFORD FINANCIAL GROUP, LTD. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
DIALECTIC CAPITAL MANAGEMENT, LP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2015 | Q1 2015 | 1 |
KerberRose Wealth Management, LLC | 1 | 1 | 0.65% | 0.65% | 0.65% | Q2 2022 | Q2 2022 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
SEAVIEW INVESTMENT MANAGERS LLC | 1 | 1 | 1.16% | 1.16% | 1.16% | Q3 2023 | Q3 2023 | 1 |
INTEGRATED WEALTH COUNSEL, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2016 | Q4 2016 | 1 |
Virtue Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Truepoint, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
RAYMOND JAMES TRUST N.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2023 | Q2 2023 | 1 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
CXI Advisors | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
OPTIMUM INVESTMENT ADVISORS | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
Glovista Investments LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q4 2015 | 1 |
FinTrust Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Ancora Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
Riverview Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Vestpro Financial Partners, Inc. dba CPF Texas | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2018 | Q3 2018 | 1 |
Price Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Merriman Wealth Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SMITH, MOORE & CO. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
WealthPLAN Partners, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2018 | Q3 2018 | 1 |
Evanson Asset Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2015 | Q1 2015 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2021 | Q2 2021 | 1 |
BB&T INVESTMENT SERVICES, INC. | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2017 | Q2 2017 | 1 |
Garde Capital, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2015 | Q4 2015 | 1 |
Compass Ion Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Gemmer Asset Management LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q1 2014 | Q1 2014 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
SSI INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
Summit Wealth Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
NATIXIS ADVISORS, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
Ruggie Capital Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Parasol Investment Management, LLC | 1 | 1 | 4.96% | 4.96% | 4.96% | Q1 2017 | Q1 2017 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 0.46% | 0.46% | 0.46% | Q3 2023 | Q3 2023 | 1 |
Stockman Wealth Management, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2016 | Q3 2016 | 1 |
ST GERMAIN D J CO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Johnson Bixby & Associates, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2020 | Q4 2020 | 1 |
Pinnacle Bancorp, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Endowment Wealth Management, Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2021 | Q4 2021 | 1 |
Capital Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
ADAMSBROWN WEALTH CONSULTANTS LLC | 1 | 1 | 10.58% | 10.58% | 10.58% | Q3 2023 | Q3 2023 | 1 |
BlackRock Institutional Trust Company, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Trinity Wealth Management, LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q3 2023 | Q3 2023 | 1 |
CITY NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
SILVER OAK SECURITIES, INCORPORATED | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q2 2023 | 1 |
Castleview Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
WIN ADVISORS, INC | 1 | 1 | 7.33% | 7.33% | 7.33% | Q3 2023 | Q3 2023 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q4 2015 | Q4 2015 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
REGIMEN WEALTH, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Vivaldi Capital Management LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2017 | Q2 2017 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.67% | 0.67% | 0.67% | Q4 2015 | Q4 2015 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Capital Directions Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
CITIZENS FINANCIAL GROUP INC/RI | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
RiverGlades Family Offices LLC | 1 | 1 | 1.37% | 1.37% | 1.37% | Q4 2018 | Q4 2018 | 1 |
Squar Milner Financial Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
BBR PARTNERS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
LITTLE HOUSE CAPITAL LLC | 1 | 1 | 1.10% | 1.10% | 1.10% | Q2 2020 | Q2 2020 | 1 |
MGO ONE SEVEN LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
LGL PARTNERS, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2015 | Q4 2015 | 1 |
Renasant Bank | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2021 | Q2 2021 | 1 |
BSW Wealth Partners | 1 | 1 | 4.66% | 4.66% | 4.66% | Q4 2015 | Q4 2015 | 1 |
Cedar Brook Financial Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Curtis Advisory Group, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2023 | Q3 2023 | 1 |
BB&T SECURITIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
TD ASSET MANAGEMENT INC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2016 | Q3 2016 | 1 |
Hirtle Callaghan & Co LLC | 1 | 1 | 2.06% | 2.06% | 2.06% | Q2 2016 | Q2 2016 | 1 |
Nicholas Hoffman & Company, LLC. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2016 | Q4 2016 | 1 |
Savant Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
FIDUCIARY TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Lido Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
DT Investment Partners, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2015 | Q2 2015 | 1 |
Mirae Asset Global Investments Co., Ltd. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2017 | Q3 2017 | 1 |
Bison Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Ballentine Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
MAI Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Balentine LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Silicon Hills Wealth Management, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2019 | Q4 2019 | 1 |
Vantage Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
ADVISOR PARTNERS II, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
First PREMIER Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Vectors Research Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q2 2022 | Q2 2022 | 1 |
Rehmann Capital Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Kerntke Otto McGlone Wealth Management Group | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
CALDWELL SUTTER CAPITAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.