Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BANK OF AMERICA CORP /DE/ | 34 | 34 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 34 |
UBS Group AG | 34 | 34 | 0.00% | 0.01% | 0.05% | Q2 2015 | Q3 2023 | 34 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 32 | 32 | 0.02% | 0.06% | 0.12% | Q4 2015 | Q3 2023 | 32 |
MORGAN STANLEY | 32 | 32 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2023 | 32 |
Raymond James Financial Services Advisors, Inc. | 31 | 31 | 0.01% | 0.04% | 0.11% | Q1 2016 | Q3 2023 | 31 |
ROYAL BANK OF CANADA | 31 | 31 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 31 |
Private Advisor Group, LLC | 30 | 30 | 0.01% | 0.06% | 0.27% | Q2 2016 | Q3 2023 | 30 |
US BANCORP \DE\ | 30 | 30 | 0.00% | 0.05% | 0.10% | Q2 2016 | Q3 2023 | 30 |
HighTower Advisors, LLC | 30 | 30 | 0.04% | 0.08% | 0.16% | Q2 2016 | Q3 2023 | 30 |
Mariner, LLC | 29 | 29 | 0.02% | 0.08% | 0.19% | Q3 2016 | Q3 2023 | 29 |
Capital Investment Advisors, LLC | 29 | 29 | 0.24% | 0.69% | 1.22% | Q3 2016 | Q3 2023 | 29 |
Avantax Planning Partners, Inc. | 28 | 28 | 0.02% | 0.03% | 0.06% | Q4 2016 | Q3 2023 | 28 |
Day & Ennis, LLC | 28 | 28 | 0.20% | 1.77% | 3.43% | Q4 2016 | Q3 2023 | 28 |
WELLS FARGO & COMPANY/MN | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
IFP Advisors, Inc | 14 | 5 | 0.00% | 0.02% | 0.12% | Q4 2015 | Q3 2023 | 27 |
LPL Financial LLC | 27 | 27 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 27 |
RAYMOND JAMES & ASSOCIATES | 26 | 26 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 26 |
Exchange Capital Management, Inc. | 26 | 26 | 0.03% | 0.42% | 2.09% | Q2 2017 | Q3 2023 | 26 |
AMERIPRISE FINANCIAL INC | 25 | 25 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 25 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 4 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q3 2023 | 25 |
Gateway Advisory, LLC | 25 | 25 | 1.55% | 2.51% | 11.21% | Q1 2017 | Q1 2023 | 25 |
LYELL WEALTH MANAGEMENT, LP | 25 | 25 | 0.43% | 0.70% | 1.02% | Q3 2017 | Q3 2023 | 25 |
MCF Advisors LLC | 18 | 7 | 0.00% | 0.37% | 1.11% | Q2 2017 | Q3 2023 | 25 |
BlackRock Inc. | 15 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 25 |
Bank of New York Mellon Corp | 24 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 25 |
Cypress Wealth Services, LLC | 24 | 24 | 0.07% | 0.11% | 0.16% | Q4 2017 | Q3 2023 | 24 |
Roble, Belko & Company, Inc | 24 | 24 | 0.05% | 0.08% | 0.16% | Q4 2017 | Q3 2023 | 24 |
CENTRAL TRUST Co | 24 | 24 | 0.06% | 0.34% | 0.54% | Q4 2017 | Q3 2023 | 24 |
Archford Capital Strategies, LLC | 23 | 1 | 0.02% | 0.36% | 0.66% | Q1 2017 | Q3 2023 | 24 |
JANE STREET GROUP, LLC | 9 | 2 | 0.00% | 0.00% | 0.03% | Q1 2016 | Q3 2023 | 24 |
Murphy, Middleton, Hinkle & Parker, Inc. | 24 | 24 | 1.40% | 1.92% | 2.61% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 24 |
Signature Wealth Management Group | 23 | 23 | 1.56% | 1.97% | 2.57% | Q4 2017 | Q2 2023 | 23 |
TLWM | 23 | 23 | 2.16% | 3.85% | 5.87% | Q1 2018 | Q3 2023 | 23 |
STIFEL FINANCIAL CORP | 23 | 23 | 0.00% | 0.02% | 0.06% | Q1 2018 | Q3 2023 | 23 |
WRAPMANAGER INC | 23 | 23 | 0.14% | 0.63% | 0.82% | Q1 2018 | Q3 2023 | 23 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 23 | 23 | 0.08% | 0.38% | 0.61% | Q1 2018 | Q3 2023 | 23 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 23 | 23 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 23 |
AlphaMark Advisors, LLC | 23 | 23 | 0.01% | 0.81% | 1.59% | Q1 2018 | Q3 2023 | 23 |
Sandy Spring Bank | 22 | 22 | 0.03% | 0.22% | 0.36% | Q2 2018 | Q3 2023 | 22 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 22 | 22 | 0.04% | 0.56% | 1.08% | Q2 2018 | Q3 2023 | 22 |
TRUST CO OF VIRGINIA /VA | 22 | 22 | 0.02% | 0.04% | 0.07% | Q2 2018 | Q3 2023 | 22 |
Wolf Group Capital Advisors | 21 | 1 | 0.12% | 0.20% | 0.26% | Q4 2016 | Q4 2022 | 22 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 14 | 4 | 0.03% | 0.12% | 0.39% | Q4 2017 | Q3 2023 | 22 |
Segment Wealth Management, LLC | 22 | 22 | 0.04% | 0.06% | 0.09% | Q1 2018 | Q2 2023 | 22 |
CORDA Investment Management, LLC. | 22 | 22 | 0.16% | 1.38% | 2.17% | Q1 2018 | Q2 2023 | 22 |
CWM, LLC | 13 | 8 | 0.00% | 0.00% | 0.04% | Q2 2018 | Q3 2023 | 21 |
SIGMA INVESTMENT COUNSELORS INC | 21 | 21 | 0.03% | 1.52% | 2.26% | Q3 2018 | Q3 2023 | 21 |
Timber Creek Capital Management LLC | 21 | 21 | 0.02% | 0.52% | 1.16% | Q3 2016 | Q3 2021 | 21 |
RITHOLTZ WEALTH MANAGEMENT | 21 | 21 | 0.05% | 0.24% | 0.51% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
BerganKDV Wealth Management, LLC | 21 | 21 | 0.03% | 0.10% | 0.16% | Q2 2018 | Q2 2023 | 21 |
CAPITAL ADVISORS INC/OK | 19 | 1 | 0.01% | 1.16% | 1.86% | Q4 2016 | Q2 2022 | 20 |
Asset Dedication, LLC | 20 | 20 | 0.03% | 0.60% | 1.10% | Q4 2018 | Q3 2023 | 20 |
PNC FINANCIAL SERVICES GROUP, INC. | 13 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 20 |
First Fiduciary Investment Counsel, Inc. | 20 | 20 | 0.03% | 0.53% | 3.75% | Q4 2018 | Q3 2023 | 20 |
HM PAYSON & CO | 19 | 1 | 0.00% | 0.05% | 0.11% | Q3 2018 | Q3 2023 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.40% | 0.55% | 0.72% | Q4 2018 | Q3 2023 | 20 |
Steward Partners Investment Advisory, LLC | 18 | 2 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 20 |
Covington Investment Advisors Inc. | 20 | 20 | 0.11% | 0.17% | 0.31% | Q4 2018 | Q3 2023 | 20 |
MML INVESTORS SERVICES, LLC | 20 | 20 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 20 |
Cetera Advisors LLC | 20 | 20 | 0.01% | 0.03% | 0.07% | Q4 2018 | Q3 2023 | 20 |
Pinnacle Bancorp, Inc. | 20 | 20 | 0.03% | 0.06% | 0.12% | Q4 2018 | Q3 2023 | 20 |
Princeton Global Asset Management LLC | 20 | 20 | 0.13% | 0.47% | 0.74% | Q4 2018 | Q3 2023 | 20 |
Guidance Point Advisors, LLC | 19 | 19 | 0.27% | 0.76% | 1.31% | Q4 2018 | Q2 2023 | 19 |
BENJAMIN EDWARDS INC | 19 | 19 | 0.08% | 0.25% | 1.62% | Q1 2019 | Q3 2023 | 19 |
Janney Montgomery Scott LLC | 19 | 19 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q3 2023 | 19 |
American Portfolios Advisors | 19 | 19 | 0.01% | 0.04% | 0.06% | Q1 2018 | Q3 2022 | 19 |
Stratos Wealth Partners, LTD. | 19 | 19 | 0.02% | 0.31% | 0.50% | Q1 2019 | Q3 2023 | 19 |
RVW Wealth, LLC | 19 | 19 | 1.82% | 3.42% | 5.16% | Q1 2019 | Q3 2023 | 19 |
Peloton Wealth Strategists | 19 | 19 | 0.29% | 1.51% | 2.09% | Q1 2019 | Q3 2023 | 19 |
Cambridge Investment Research Advisors, Inc. | 19 | 19 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 19 |
Beacon Pointe Advisors, LLC | 18 | 18 | 0.02% | 0.08% | 0.16% | Q2 2019 | Q3 2023 | 18 |
Parallel Advisors, LLC | 14 | 4 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 18 |
FinTrust Capital Advisors, LLC | 18 | 18 | 0.03% | 0.38% | 0.60% | Q2 2019 | Q3 2023 | 18 |
Proficio Capital Partners LLC | 18 | 18 | 0.03% | 0.11% | 0.28% | Q4 2015 | Q1 2020 | 18 |
Sound View Wealth Advisors Group, LLC | 18 | 18 | 1.72% | 2.17% | 2.65% | Q2 2019 | Q3 2023 | 18 |
Bellecapital International Ltd. | 18 | 18 | 0.19% | 0.58% | 0.88% | Q2 2019 | Q3 2023 | 18 |
Matthew Goff Investment Advisor, LLC | 17 | 1 | 0.06% | 2.06% | 3.38% | Q3 2017 | Q2 2022 | 18 |
SONATA CAPITAL GROUP INC | 18 | 18 | 0.38% | 2.23% | 3.41% | Q2 2019 | Q3 2023 | 18 |
FORVIS Wealth Advisors, LLC | 18 | 18 | 0.01% | 0.02% | 0.05% | Q2 2019 | Q3 2023 | 18 |
WOLVERINE TRADING, LLC | 9 | 3 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q2 2021 | 17 |
Norway Savings Bank | 17 | 17 | 0.12% | 0.21% | 0.29% | Q3 2019 | Q3 2023 | 17 |
Vivaldi Capital Management LP | 17 | 17 | 0.10% | 0.27% | 1.36% | Q4 2018 | Q4 2022 | 17 |
Front Row Advisors LLC | 17 | 17 | 0.00% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 17 |
Fieldpoint Private Securities, LLC | 17 | 17 | 0.17% | 0.26% | 0.36% | Q2 2018 | Q2 2022 | 17 |
MERCER GLOBAL ADVISORS INC /ADV | 17 | 17 | 0.01% | 0.05% | 0.13% | Q3 2019 | Q3 2023 | 17 |
Motley Fool Wealth Management, LLC | 13 | 4 | 0.50% | 1.18% | 1.97% | Q1 2017 | Q3 2023 | 17 |
FULTON BREAKEFIELD BROENNIMAN LLC | 17 | 17 | 0.28% | 0.50% | 0.68% | Q3 2019 | Q3 2023 | 17 |
Eldridge Investment Advisors, Inc. | 15 | 1 | 0.07% | 0.26% | 0.94% | Q3 2019 | Q3 2023 | 16 |
Kathmere Capital Management, LLC | 16 | 16 | 0.04% | 0.10% | 0.19% | Q4 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
ARROW FINANCIAL CORP | 16 | 16 | 0.01% | 0.50% | 1.29% | Q4 2019 | Q3 2023 | 16 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 16 | 16 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2019 | 16 |
Stokes Family Office, LLC | 16 | 16 | 0.10% | 0.17% | 0.30% | Q4 2019 | Q3 2023 | 16 |
CAPTRUST FINANCIAL ADVISORS | 16 | 16 | 0.01% | 0.04% | 0.09% | Q4 2019 | Q3 2023 | 16 |
Krilogy Financial LLC | 9 | 7 | 0.07% | 0.34% | 0.57% | Q1 2019 | Q3 2023 | 16 |
Integrated Wealth Concepts LLC | 14 | 2 | 0.02% | 0.06% | 0.15% | Q3 2019 | Q3 2023 | 16 |
D.A. DAVIDSON & CO. | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
PFG Private Wealth Management, LLC | 16 | 16 | 2.79% | 3.98% | 4.77% | Q4 2019 | Q3 2023 | 16 |
Knights of Columbus Asset Advisors LLC | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
MV CAPITAL MANAGEMENT, INC. | 16 | 16 | 0.01% | 2.07% | 4.00% | Q4 2019 | Q3 2023 | 16 |
AlphaCore Capital LLC | 16 | 16 | 0.07% | 0.12% | 0.23% | Q4 2019 | Q3 2023 | 16 |
J. L. Bainbridge & Co., Inc. | 15 | 15 | 0.08% | 0.14% | 0.17% | Q1 2020 | Q3 2023 | 15 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 15 | 15 | 0.05% | 0.08% | 0.13% | Q1 2020 | Q3 2023 | 15 |
TD Capital Management LLC | 10 | 5 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 15 |
Cetera Advisor Networks LLC | 14 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 15 |
OPTIMUM INVESTMENT ADVISORS | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
BANK HAPOALIM BM | 15 | 15 | 0.02% | 0.09% | 0.20% | Q4 2018 | Q2 2022 | 15 |
NovaPoint Capital, LLC | 15 | 15 | 0.54% | 3.40% | 7.15% | Q4 2019 | Q2 2023 | 15 |
Resonant Capital Advisors, LLC | 15 | 15 | 0.03% | 0.08% | 0.29% | Q4 2019 | Q2 2023 | 15 |
REGIONS FINANCIAL CORP | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Trust Co | 13 | 2 | 0.05% | 0.40% | 1.08% | Q4 2018 | Q3 2023 | 15 |
EP Wealth Advisors, LLC | 12 | 3 | 0.01% | 0.19% | 0.39% | Q4 2019 | Q3 2023 | 15 |
Northstar Group, Inc. | 15 | 15 | 0.20% | 0.40% | 0.81% | Q1 2020 | Q3 2023 | 15 |
MONECO Advisors, LLC | 15 | 15 | 0.20% | 0.31% | 0.49% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
WealthOne, LLC | 15 | 15 | 0.15% | 0.22% | 0.32% | Q2 2019 | Q4 2022 | 15 |
Financial Gravity Asset Management, Inc. | 5 | 1 | 0.00% | 0.20% | 0.49% | Q1 2018 | Q3 2023 | 15 |
NewEdge Advisors, LLC | 9 | 6 | 0.02% | 0.41% | 1.13% | Q1 2018 | Q3 2023 | 15 |
BOSTON ADVISORS LLC | 14 | 14 | 0.01% | 0.01% | 0.03% | Q2 2016 | Q3 2019 | 14 |
MATTERN CAPITAL MANAGEMENT, LLC | 14 | 14 | 0.08% | 0.10% | 0.13% | Q2 2020 | Q3 2023 | 14 |
Geneos Wealth Management Inc. | 12 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 14 |
Northwest Bancshares, Inc. | 14 | 14 | 0.10% | 0.16% | 0.28% | Q2 2020 | Q3 2023 | 14 |
Strategic Wealth Partners Group, LLC | 9 | 5 | 0.04% | 0.07% | 0.09% | Q1 2020 | Q3 2023 | 14 |
SMITH, MOORE & CO. | 14 | 14 | 0.04% | 0.05% | 0.07% | Q1 2019 | Q2 2022 | 14 |
Tillar-Wenstrup Advisors, LLC | 9 | 1 | 0.12% | 3.32% | 4.98% | Q2 2018 | Q4 2022 | 14 |
Citadel Advisors | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 14 |
Aptus Capital Advisors, LLC | 14 | 14 | 1.15% | 3.48% | 5.77% | Q4 2018 | Q1 2022 | 14 |
Praetorian Wealth Management, Inc. | 14 | 14 | 1.18% | 1.36% | 1.61% | Q2 2020 | Q3 2023 | 14 |
First National Bank of South Miami | 14 | 14 | 0.07% | 0.48% | 0.68% | Q1 2020 | Q2 2023 | 14 |
CITIGROUP INC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2022 | 13 |
Mission Creek Capital Partners, Inc. | 13 | 13 | 0.37% | 0.60% | 0.83% | Q3 2020 | Q3 2023 | 13 |
Strid Group, LLC | 13 | 13 | 0.31% | 1.41% | 2.28% | Q3 2020 | Q3 2023 | 13 |
Advisor Group, Inc. | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 13 |
BLAIR WILLIAM & CO/IL | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Buffington Mohr McNeal | 13 | 13 | 0.08% | 0.12% | 0.17% | Q3 2020 | Q3 2023 | 13 |
Financial Advocates Investment Management | 13 | 13 | 0.07% | 0.11% | 0.17% | Q4 2018 | Q4 2021 | 13 |
ASSOCIATED BANC-CORP | 10 | 3 | 0.02% | 0.08% | 0.12% | Q2 2020 | Q3 2023 | 13 |
JPMORGAN CHASE & CO | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.05% | 0.12% | Q3 2020 | Q3 2023 | 13 |
Advisory Services Network, LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 13 |
Camelot Portfolios, LLC | 13 | 13 | 1.05% | 1.62% | 2.41% | Q3 2018 | Q3 2021 | 13 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 13 | 13 | 0.01% | 0.03% | 0.05% | Q1 2018 | Q1 2021 | 13 |
Chesley Taft & Associates LLC | 12 | 12 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Clear Harbor Asset Management, LLC | 11 | 1 | 0.01% | 0.15% | 0.48% | Q4 2019 | Q1 2023 | 12 |
Rehmann Capital Advisory Group | 8 | 2 | 0.02% | 0.08% | 0.16% | Q2 2018 | Q4 2021 | 12 |
HUNTINGTON NATIONAL BANK | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 12 |
QUEST CAPITAL MANAGEMENT INC /ADV | 12 | 12 | 0.11% | 0.18% | 0.25% | Q1 2019 | Q4 2021 | 12 |
Charter Oak Capital Management, LLC | 12 | 12 | 0.07% | 0.12% | 0.17% | Q4 2020 | Q3 2023 | 12 |
VALLEY NATIONAL ADVISERS INC | 12 | 12 | 0.01% | 0.14% | 0.37% | Q4 2020 | Q3 2023 | 12 |
CGN Advisors LLC | 12 | 12 | 0.11% | 0.28% | 0.50% | Q4 2020 | Q3 2023 | 12 |
Wells Financial Advisors INC | 12 | 12 | 0.41% | 0.69% | 0.93% | Q4 2020 | Q3 2023 | 12 |
Allworth Financial LP | 12 | 12 | 0.03% | 0.07% | 0.14% | Q4 2020 | Q3 2023 | 12 |
Belpointe Asset Management LLC | 12 | 12 | 0.04% | 0.06% | 0.09% | Q4 2020 | Q3 2023 | 12 |
FMR LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 12 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 12 | 12 | 0.20% | 0.29% | 0.44% | Q4 2020 | Q3 2023 | 12 |
MOTCO | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Kesler, Norman & Wride, LLC | 12 | 12 | 0.59% | 0.98% | 1.53% | Q4 2020 | Q3 2023 | 12 |
STEPHENS INC /AR/ | 12 | 12 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q2 2023 | 12 |
DEUTSCHE BANK AG\ | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 12 |
Klaas Financial Asset Advisors, LLC | 12 | 12 | 0.09% | 0.27% | 0.44% | Q4 2020 | Q3 2023 | 12 |
SPINNAKER TRUST | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
THRIVENT FINANCIAL FOR LUTHERANS | 12 | 12 | 0.00% | 0.00% | 0.03% | Q4 2020 | Q3 2023 | 12 |
RAYMOND JAMES TRUST N.A. | 11 | 11 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q4 2021 | 11 |
MEITAV INVESTMENT HOUSE LTD | 6 | 5 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 11 |
Jackson Hole Capital Partners, LLC | 11 | 11 | 0.01% | 0.01% | 0.04% | Q4 2018 | Q2 2021 | 11 |
NEXT Financial Group, Inc | 6 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2021 | 11 |
Paradigm, Strategies in Wealth Management, LLC | 11 | 11 | 2.76% | 10.45% | 15.54% | Q1 2021 | Q3 2023 | 11 |
Bradley & Co. Private Wealth Management, LLC | 11 | 11 | 0.00% | 0.24% | 0.45% | Q1 2021 | Q3 2023 | 11 |
Clean Yield Group | 7 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2022 | 11 |
PARK AVENUE SECURITIES LLC | 8 | 1 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 11 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.07% | 0.27% | Q4 2016 | Q4 2022 | 11 |
Cribstone Capital Management, LLC | 11 | 11 | 1.94% | 2.78% | 3.94% | Q2 2020 | Q4 2022 | 11 |
Atwater Malick LLC | 11 | 11 | 0.13% | 0.15% | 0.19% | Q1 2021 | Q3 2023 | 11 |
4Thought Financial Group Inc. | 11 | 11 | 0.11% | 0.26% | 0.42% | Q1 2021 | Q3 2023 | 11 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 11 | 11 | 0.08% | 0.18% | 0.23% | Q1 2021 | Q3 2023 | 11 |
Gradient Investments LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2020 | 11 |
Madden Advisory Services, Inc. | 11 | 11 | 0.18% | 2.34% | 3.56% | Q1 2021 | Q3 2023 | 11 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 11 | 11 | 0.16% | 0.20% | 0.22% | Q1 2021 | Q3 2023 | 11 |
Laidlaw Wealth Management LLC | 8 | 1 | 0.04% | 0.06% | 0.11% | Q3 2020 | Q3 2023 | 11 |
Fragasso Group Inc. | 11 | 11 | 0.03% | 0.38% | 0.76% | Q1 2019 | Q3 2021 | 11 |
Great Diamond Partners, LLC | 10 | 10 | 0.08% | 0.10% | 0.12% | Q3 2020 | Q4 2022 | 10 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 10 |
CFS Investment Advisory Services, LLC | 9 | 1 | 0.11% | 0.16% | 0.24% | Q4 2020 | Q3 2023 | 10 |
Mascoma Wealth Management LLC | 9 | 1 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 10 |
BAINCO INTERNATIONAL INVESTORS | 9 | 1 | 0.02% | 0.05% | 0.06% | Q1 2018 | Q4 2020 | 10 |
Rockefeller Capital Management L.P. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2023 | 10 |
Blue Barn Wealth, LLC | 10 | 10 | 0.21% | 0.30% | 0.41% | Q2 2021 | Q3 2023 | 10 |
OLD MISSION CAPITAL LLC | 4 | 1 | 0.01% | 0.10% | 0.24% | Q3 2018 | Q4 2022 | 10 |
Private Capital Group, LLC | 10 | 10 | 0.10% | 0.17% | 0.27% | Q1 2020 | Q2 2022 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.03% | 0.14% | Q1 2021 | Q3 2023 | 10 |
GODSEY & GIBB, INC | 6 | 4 | 0.01% | 0.25% | 0.51% | Q4 2019 | Q3 2023 | 10 |
HARVEY CAPITAL MANAGEMENT INC | 6 | 4 | 0.08% | 0.11% | 0.16% | Q2 2020 | Q4 2022 | 10 |
American Family Insurance Mutual Holding Co | 10 | 10 | 0.04% | 0.20% | 0.64% | Q4 2019 | Q1 2022 | 10 |
1ST SOURCE BANK | 10 | 10 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2023 | 10 |
Pineno Levin & Ford Asset Management, Inc. | 9 | 9 | 0.12% | 0.16% | 0.21% | Q4 2019 | Q4 2021 | 9 |
Capital Asset Advisory Services LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q4 2021 | 9 |
Kingsview Wealth Management, LLC | 5 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2023 | 9 |
American Money Management, LLC | 9 | 9 | 0.28% | 0.32% | 0.36% | Q3 2021 | Q3 2023 | 9 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 9 |
FAS Wealth Partners, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2021 | 9 |
Bay Rivers Group | 9 | 9 | 0.78% | 1.94% | 2.88% | Q3 2020 | Q3 2022 | 9 |
Patten Group, Inc. | 9 | 9 | 0.07% | 0.09% | 0.12% | Q4 2019 | Q4 2021 | 9 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6 | 1 | 0.02% | 0.08% | 0.18% | Q3 2020 | Q3 2023 | 9 |
CIBC Private Wealth Group, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 9 |
IFG Advisory, LLC | 7 | 2 | 0.03% | 0.06% | 0.18% | Q3 2019 | Q4 2021 | 9 |
Avior Wealth Management, LLC | 8 | 1 | 0.00% | 0.00% | 0.02% | Q4 2019 | Q3 2023 | 9 |
Claret Asset Management Corp | 9 | 9 | 0.05% | 0.08% | 0.10% | Q4 2019 | Q4 2021 | 9 |
SECURITY NATIONAL TRUST CO | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2021 | 9 |
Windsor Capital Management, LLC | 9 | 9 | 0.06% | 2.60% | 4.56% | Q3 2021 | Q3 2023 | 9 |
Guidant Wealth Advisors | 4 | 4 | 0.17% | 0.58% | 2.98% | Q3 2016 | Q3 2019 | 8 |
Houlihan Financial Resource Group, Ltd. | 5 | 1 | 1.29% | 2.80% | 5.04% | Q4 2019 | Q3 2023 | 8 |
CONSILIO WEALTH ADVISORS, LLC | 8 | 8 | 0.47% | 0.66% | 1.31% | Q4 2021 | Q3 2023 | 8 |
Wealthspire Advisors, L.P. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2019 | 8 |
ETFIDEA, LLC | 8 | 8 | 0.21% | 0.23% | 0.26% | Q4 2021 | Q3 2023 | 8 |
OAK HARBOR WEALTH PARTNERS, LLC | 8 | 8 | 0.04% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Virtu KCG Holdings LLC | 7 | 1 | 0.01% | 0.02% | 0.06% | Q2 2015 | Q2 2017 | 8 |
VIRGINIA WEALTH MANAGEMENT GROUP, INC. | 8 | 8 | 1.70% | 1.99% | 2.31% | Q4 2021 | Q3 2023 | 8 |
Main Street Financial Solutions, LLC | 8 | 8 | 0.09% | 0.12% | 0.14% | Q4 2020 | Q3 2022 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Pine Haven Investment Counsel, Inc | 8 | 8 | 0.40% | 0.53% | 0.60% | Q4 2021 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
First Horizon Advisors, Inc. | 5 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 8 |
Sunbelt Securities, Inc. | 8 | 8 | 0.05% | 0.07% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Baird Financial Group, Inc. | 4 | 3 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 7 |
Private Portfolio Partners LLC | 7 | 7 | 0.09% | 0.11% | 0.14% | Q3 2020 | Q1 2022 | 7 |
Brookstone Capital Management | 3 | 2 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 7 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 4 | 3 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 7 |
Journey Advisory Group, LLC | 7 | 7 | 0.09% | 0.62% | 1.68% | Q1 2022 | Q3 2023 | 7 |
Bartlett & Co. LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
BNP PARIBAS FINANCIAL MARKETS | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 7 |
Dorsey & Whitney Trust CO LLC | 7 | 7 | 0.03% | 0.06% | 0.10% | Q1 2022 | Q3 2023 | 7 |
AFT, FORSYTH & COMPANY, INC. | 7 | 7 | 0.25% | 0.30% | 0.35% | Q1 2022 | Q3 2023 | 7 |
Strategic Blueprint, LLC | 6 | 1 | 0.00% | 1.27% | 2.15% | Q2 2021 | Q3 2023 | 7 |
Redwood Financial Network Corp | 7 | 7 | 1.00% | 1.32% | 1.73% | Q1 2022 | Q3 2023 | 7 |
Freedom Investment Management, Inc. | 4 | 3 | 0.02% | 0.11% | 0.20% | Q1 2021 | Q2 2023 | 7 |
InterOcean Capital Group, LLC | 7 | 7 | 0.02% | 0.46% | 0.62% | Q1 2022 | Q3 2023 | 7 |
Ironwood Financial, llc | 4 | 3 | 0.00% | 0.08% | 0.19% | Q4 2020 | Q2 2023 | 7 |
TCI Wealth Advisors, Inc. | 7 | 7 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q1 2021 | 7 |
Bank of New Hampshire | 7 | 7 | 0.05% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 7 |
HARBOR INVESTMENT ADVISORY, LLC | 7 | 7 | 0.01% | 0.13% | 0.21% | Q1 2022 | Q3 2023 | 7 |
Dakota Wealth Management | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
FIFTH THIRD BANCORP | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2022 | 7 |
GREAT LAKES ADVISORS, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2018 | 7 |
FLAGSHIP HARBOR ADVISORS, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 7 |
Geneva Partners, LLC | 5 | 1 | 0.33% | 0.86% | 1.41% | Q2 2016 | Q3 2018 | 6 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q4 2022 | 6 |
MinichMacGregor Wealth Management, LLC | 6 | 6 | 1.62% | 1.90% | 2.20% | Q2 2022 | Q3 2023 | 6 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 6 | 6 | 1.35% | 2.48% | 4.67% | Q2 2022 | Q3 2023 | 6 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2021 | 6 |
BEAM WEALTH ADVISORS, INC. | 6 | 6 | 0.90% | 1.15% | 1.33% | Q4 2019 | Q1 2021 | 6 |
VALLEY WEALTH MANAGERS, INC. | 6 | 6 | 0.10% | 0.12% | 0.14% | Q2 2022 | Q3 2023 | 6 |
TOMPKINS FINANCIAL CORP | 6 | 6 | 0.12% | 0.27% | 0.42% | Q2 2022 | Q3 2023 | 6 |
Lenox Wealth Management, Inc. | 6 | 6 | 0.22% | 0.44% | 0.53% | Q2 2017 | Q3 2018 | 6 |
Atria Wealth Solutions, Inc. | 6 | 6 | 0.01% | 0.05% | 0.10% | Q2 2022 | Q3 2023 | 6 |
Addison Advisors LLC | 6 | 6 | 0.01% | 0.03% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Azimuth Capital Management LLC | 6 | 6 | 0.29% | 0.32% | 0.34% | Q4 2020 | Q1 2022 | 6 |
ALESCO ADVISORS LLC | 6 | 6 | 0.03% | 0.07% | 0.10% | Q2 2022 | Q3 2023 | 6 |
Creative Planning | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 5 | 1 | 0.00% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 6 |
FIRST INTERSTATE BANK | 6 | 6 | 0.02% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Horizons Wealth Management | 6 | 6 | 0.07% | 0.09% | 0.11% | Q2 2022 | Q3 2023 | 6 |
Newman Dignan & Sheerar, Inc. | 6 | 6 | 0.30% | 0.63% | 0.94% | Q2 2022 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
WASHINGTON TRUST Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Ameritas Advisory Services, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 6 |
Sequoia Financial Advisors, LLC | 4 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 6 |
Reliant Wealth Planning | 6 | 6 | 2.58% | 3.33% | 3.83% | Q2 2022 | Q3 2023 | 6 |
Summit Asset Management, LLC | 6 | 6 | 2.65% | 3.33% | 3.63% | Q2 2022 | Q3 2023 | 6 |
Sigma Planning Corp | 6 | 6 | 0.02% | 0.08% | 0.12% | Q2 2022 | Q3 2023 | 6 |
SELDON CAPITAL LP | 5 | 1 | 0.12% | 0.15% | 0.18% | Q4 2021 | Q3 2023 | 6 |
Glenview Trust Co | 6 | 6 | 0.14% | 0.71% | 0.91% | Q2 2022 | Q3 2023 | 6 |
Rockbridge Investment Management, LCC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2021 | 6 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 6 | 6 | 0.55% | 0.75% | 1.37% | Q2 2022 | Q3 2023 | 6 |
Choate Investment Advisors | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
BUTENSKY & COHEN FINANCIAL SECURITY, INC | 6 | 6 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q2 2017 | 6 |
Blue Trust, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Trust Co of Kansas | 5 | 5 | 6.90% | 7.55% | 8.58% | Q4 2019 | Q4 2020 | 5 |
GREAT VALLEY ADVISOR GROUP, INC. | 5 | 5 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q2 2023 | 5 |
LINCOLN NATIONAL CORP | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 5 |
MIDDLETON & CO INC/MA | 5 | 5 | 0.07% | 0.08% | 0.09% | Q3 2022 | Q3 2023 | 5 |
Curi Wealth Management, LLC | 5 | 5 | 0.06% | 0.07% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Global Retirement Partners, LLC | 5 | 5 | 0.00% | 0.20% | 0.37% | Q3 2022 | Q3 2023 | 5 |
TimeScale Financial, Inc. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q2 2020 | 5 |
Venture Visionary Partners LLC | 4 | 1 | 0.01% | 0.14% | 0.33% | Q2 2022 | Q3 2023 | 5 |
BlackRock Investment Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
MONEY CONCEPTS CAPITAL CORP | 2 | 1 | 0.00% | 0.05% | 0.09% | Q4 2020 | Q4 2022 | 5 |
Retirement Group, LLC | 4 | 1 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q1 2021 | 5 |
Renaissance Technologies | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Atria Investments, Inc | 5 | 5 | 0.05% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Hilltop Holdings Inc. | 5 | 5 | 0.12% | 0.33% | 0.49% | Q3 2022 | Q3 2023 | 5 |
ASPIRIANT, LLC | 5 | 5 | 0.23% | 0.26% | 0.28% | Q3 2018 | Q3 2019 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.53% | 0.55% | 0.57% | Q3 2022 | Q3 2023 | 5 |
SUMMITRY LLC | 5 | 5 | 1.16% | 1.41% | 2.04% | Q3 2022 | Q3 2023 | 5 |
Vigilant Capital Management, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q2 2023 | 5 |
Wealthspire Advisors, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Snowden Capital Advisors LLC | 3 | 2 | 0.01% | 0.10% | 0.15% | Q2 2022 | Q3 2023 | 5 |
Baystate Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Relative Value Partners Group, LLC | 5 | 5 | 0.02% | 0.06% | 0.15% | Q1 2022 | Q1 2023 | 5 |
Ledyard National Bank | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 5 |
Element Wealth, LLC | 5 | 5 | 0.15% | 0.60% | 0.89% | Q3 2022 | Q3 2023 | 5 |
HAMEL ASSOCIATES, INC. | 5 | 5 | 1.81% | 2.16% | 2.31% | Q3 2022 | Q3 2023 | 5 |
ALTERNA WEALTH MANAGEMENT, INC | 3 | 2 | 0.59% | 0.99% | 1.74% | Q3 2020 | Q3 2023 | 5 |
Conrad Siegel Investment Advisors, Inc. | 4 | 4 | 0.30% | 0.53% | 0.88% | Q4 2022 | Q3 2023 | 4 |
Sowa Financial Group, Inc. | 4 | 4 | 0.14% | 0.15% | 0.17% | Q1 2020 | Q4 2020 | 4 |
Karn, Couzens & Associates, Inc. | 4 | 4 | 0.19% | 0.43% | 0.55% | Q2 2021 | Q1 2022 | 4 |
COLDSTREAM CAPITAL MANAGEMENT INC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Fortis Capital Management LLC | 4 | 4 | 0.13% | 0.17% | 0.23% | Q4 2022 | Q3 2023 | 4 |
SUNTRUST BANKS INC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 4 |
4J Wealth Management LLC | 4 | 4 | 0.58% | 0.61% | 0.64% | Q4 2022 | Q3 2023 | 4 |
WEALTHSOURCE PARTNERS, LLC | 4 | 4 | 0.36% | 0.39% | 0.40% | Q4 2022 | Q3 2023 | 4 |
Safeguard Financial, LLC | 4 | 4 | 0.17% | 0.20% | 0.26% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Legacy CG, LLC | 4 | 4 | 0.32% | 1.64% | 2.30% | Q4 2021 | Q3 2022 | 4 |
Prime Capital Investment Advisors, LLC | 2 | 2 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 4 |
AE Wealth Management LLC | 4 | 4 | 0.00% | 0.10% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Cerity Partners LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Waterford Advisors, LLC | 4 | 4 | 1.20% | 1.34% | 1.44% | Q4 2022 | Q3 2023 | 4 |
Moisand Fitzgerald Tamayo, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
SECURITY ASSET MANAGEMENT | 3 | 1 | 0.71% | 0.74% | 0.80% | Q4 2018 | Q1 2023 | 4 |
DEARBORN PARTNERS LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q3 2023 | 4 |
CHILDRESS CAPITAL ADVISORS, LLC | 4 | 4 | 0.16% | 0.21% | 0.24% | Q1 2021 | Q4 2021 | 4 |
Masso Torrence Wealth Management Inc. | 4 | 4 | 0.48% | 0.54% | 0.60% | Q4 2022 | Q3 2023 | 4 |
WEDBUSH SECURITIES INC | 4 | 4 | 0.01% | 0.08% | 0.14% | Q4 2021 | Q3 2022 | 4 |
Source Financial Advisors LLC | 4 | 4 | 0.18% | 0.23% | 0.29% | Q3 2022 | Q2 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Carr Financial Group Corp | 4 | 4 | 0.26% | 0.34% | 0.52% | Q4 2022 | Q3 2023 | 4 |
FirstPurpose Wealth LLC | 4 | 4 | 0.10% | 0.13% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Qube Research & Technologies Ltd | 2 | 1 | 0.00% | 0.05% | 0.15% | Q2 2020 | Q3 2021 | 4 |
Keeler Thomas Management LLC | 4 | 4 | 1.40% | 3.58% | 4.51% | Q4 2022 | Q3 2023 | 4 |
MSI Financial Services Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2016 | 4 |
Robertson Stephens Wealth Management, LLC | 4 | 4 | 0.05% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
SAX WEALTH ADVISORS, LLC | 4 | 4 | 0.16% | 0.24% | 0.29% | Q4 2022 | Q3 2023 | 4 |
GOULD ASSET MANAGEMENT LLC /CA/ | 4 | 4 | 0.10% | 0.11% | 0.14% | Q4 2022 | Q3 2023 | 4 |
AMERICAN NATIONAL BANK | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 4 |
PSI Advisors, LLC | 4 | 4 | 0.01% | 0.24% | 0.46% | Q4 2022 | Q3 2023 | 4 |
Delap Wealth Advisory, LLC | 4 | 4 | 0.20% | 0.21% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Financial Futures Ltd Liability Co. | 4 | 4 | 1.13% | 1.28% | 1.45% | Q4 2022 | Q3 2023 | 4 |
SWMG, LLC | 4 | 4 | 0.32% | 0.36% | 0.39% | Q3 2022 | Q2 2023 | 4 |
Horan Securities, Inc. | 4 | 4 | 0.07% | 0.30% | 0.44% | Q4 2022 | Q3 2023 | 4 |
LITTLE HOUSE CAPITAL LLC | 4 | 4 | 0.32% | 0.39% | 0.44% | Q2 2021 | Q1 2022 | 4 |
VANCE WEALTH, INC. | 4 | 4 | 0.63% | 1.21% | 1.50% | Q4 2022 | Q3 2023 | 4 |
Balentine LLC | 4 | 4 | 0.00% | 0.02% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Mill Creek Capital Advisors, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Independence Bank of Kentucky | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Stratos Wealth Advisors, LLC | 4 | 4 | 0.06% | 0.21% | 0.33% | Q4 2022 | Q3 2023 | 4 |
DROMS STRAUSS ADVISORS INC /MO/ /ADV | 4 | 4 | 0.49% | 1.39% | 1.84% | Q2 2022 | Q1 2023 | 4 |
McGlone Suttner Wealth Management, Inc. | 4 | 4 | 0.18% | 0.23% | 0.26% | Q4 2022 | Q3 2023 | 4 |
Foundation Wealth Management, LLC | 4 | 4 | 0.82% | 0.85% | 0.89% | Q4 2022 | Q3 2023 | 4 |
Merit Financial Group, LLC | 4 | 4 | 0.01% | 0.17% | 0.34% | Q4 2022 | Q3 2023 | 4 |
Bluefin Trading, LLC | 2 | 1 | 0.02% | 0.06% | 0.12% | Q1 2017 | Q4 2019 | 4 |
Greenfield Savings Bank | 4 | 4 | 0.73% | 0.90% | 1.04% | Q2 2022 | Q1 2023 | 4 |
Werba Rubin Papier Wealth Management | 4 | 4 | 0.52% | 0.58% | 0.63% | Q4 2022 | Q3 2023 | 4 |
SII INVESTMENTS INC/WI | 4 | 4 | 0.02% | 0.05% | 0.10% | Q1 2017 | Q4 2017 | 4 |
Endowment Wealth Management, Inc. | 4 | 4 | 0.30% | 0.60% | 0.73% | Q4 2022 | Q3 2023 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Bramshill Investments, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Granite Harbor Advisors, Inc. | 4 | 4 | 0.53% | 0.57% | 0.63% | Q4 2022 | Q3 2023 | 4 |
Community Bank, N.A. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 4 |
Equitable Holdings, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Savant Capital, LLC | 4 | 4 | 0.00% | 0.07% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Baltimore-Washington Financial Advisors, Inc. | 4 | 4 | 0.44% | 0.68% | 0.92% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
WealthStone, Inc. | 4 | 4 | 0.10% | 0.13% | 0.19% | Q2 2020 | Q1 2021 | 4 |
Integrated Wealth Management | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2015 | Q3 2016 | 4 |
Bleakley Financial Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
UMB Bank, n.a. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
L & S Advisors Inc | 3 | 3 | 0.04% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Simplify Asset Management Inc. | 3 | 3 | 0.24% | 1.14% | 2.89% | Q1 2023 | Q3 2023 | 3 |
J.W. COLE ADVISORS, INC. | 3 | 3 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q1 2023 | 3 |
Meridian Wealth Management, LLC | 3 | 3 | 0.16% | 0.17% | 0.20% | Q4 2016 | Q2 2017 | 3 |
Western Wealth Management, LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q2 2023 | 3 |
Wealth Advisory Solutions, LLC | 3 | 3 | 0.06% | 0.10% | 0.12% | Q4 2019 | Q2 2020 | 3 |
CAPITAL ONE FINANCIAL CORP | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q3 2020 | 3 |
Ruggaard & Associates LLC | 3 | 3 | 7.05% | 7.16% | 7.25% | Q1 2023 | Q3 2023 | 3 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 3 | 3 | 0.12% | 0.13% | 0.15% | Q3 2022 | Q1 2023 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 0.16% | 0.17% | 0.18% | Q1 2023 | Q3 2023 | 3 |
Valeo Financial Advisors, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 3 |
Essex Financial Services, Inc. | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q2 2021 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Hudock, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
American Planning Services, Inc. | 3 | 3 | 9.16% | 9.78% | 10.26% | Q1 2023 | Q3 2023 | 3 |
Stratos Investment Management, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
AVANTAX ADVISORY SERVICES, INC. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 3 |
Andesa Financial Management Inc. | 2 | 1 | 0.08% | 0.10% | 0.11% | Q3 2020 | Q2 2021 | 3 |
Argent Wealth Management LLC | 3 | 3 | 1.59% | 1.85% | 2.34% | Q4 2019 | Q2 2020 | 3 |
Maltin Wealth Management, Inc. | 3 | 3 | 0.28% | 0.33% | 0.42% | Q2 2022 | Q4 2022 | 3 |
CreativeOne Wealth, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q1 2023 | 3 |
Tyler-Stone Wealth Management | 2 | 1 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 3 |
KCS Wealth Advisory | 3 | 3 | 0.19% | 0.30% | 0.36% | Q1 2023 | Q3 2023 | 3 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 3 | 3 | 0.71% | 1.30% | 1.62% | Q1 2023 | Q3 2023 | 3 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 3 | 3 | 0.09% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
Simplicity Solutions, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Lido Advisors, LLC | 3 | 3 | 0.00% | 0.02% | 0.04% | Q1 2023 | Q3 2023 | 3 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Farther Finance Advisors, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
L.M. KOHN & COMPANY | 3 | 3 | 0.36% | 0.38% | 0.40% | Q1 2023 | Q3 2023 | 3 |
INSTRUMENTAL WEALTH, LLC | 3 | 3 | 12.49% | 13.11% | 13.60% | Q1 2023 | Q3 2023 | 3 |
Onex Canada Asset Management Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
TCF National Bank | 3 | 3 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q1 2021 | 3 |
BARCLAYS PLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
AMG National Trust Bank | 3 | 3 | 0.01% | 0.03% | 0.05% | Q1 2023 | Q3 2023 | 3 |
HOWLAND CAPITAL MANAGEMENT LLC | 3 | 3 | 0.12% | 0.15% | 0.17% | Q1 2023 | Q3 2023 | 3 |
HOLLENCREST CAPITAL MANAGEMENT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
BB&T SECURITIES, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
Valmark Advisers, Inc. | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.03% | 0.04% | 0.05% | Q4 2017 | Q4 2018 | 3 |
FDx Advisors, Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q1 2018 | 3 |
KINGS POINT CAPITAL MANAGEMENT | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 3 |
Kovitz Investment Group Partners, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q4 2021 | 3 |
Centric Wealth Management | 2 | 2 | 1.59% | 1.67% | 1.74% | Q3 2022 | Q4 2022 | 2 |
Great Lakes Retirement, Inc. | 2 | 2 | 0.09% | 0.09% | 0.10% | Q1 2023 | Q2 2023 | 2 |
Capital Analysts, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Authentikos Wealth Advisory, LLC | 2 | 2 | 0.00% | 0.12% | 0.23% | Q2 2023 | Q3 2023 | 2 |
Moors & Cabot, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q4 2022 | 2 |
Empower Advisory Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Cedar Brook Financial Partners, LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q2 2020 | Q3 2020 | 2 |
Beacon Pointe Wealth Advisors, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q3 2019 | Q4 2019 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.21% | 0.21% | 0.21% | Q2 2023 | Q3 2023 | 2 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 2 | 2 | 0.02% | 0.05% | 0.08% | Q4 2018 | Q1 2019 | 2 |
Cetera Investment Advisers | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Homrich & Berg | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Hartford Financial Management Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2021 | 2 |
Alpha Financial Partners, LLC | 2 | 2 | 1.30% | 1.33% | 1.37% | Q4 2022 | Q1 2023 | 2 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 2 |
MRA Advisory Group | 2 | 2 | 0.15% | 0.15% | 0.15% | Q1 2023 | Q2 2023 | 2 |
MATHER GROUP, LLC. | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2020 | 2 |
Richard W. Paul & Associates, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Sentinus, LLC | 2 | 2 | 0.08% | 0.11% | 0.15% | Q1 2023 | Q2 2023 | 2 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 2 |
Crescent Capital Consulting, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
Sound View Wealth Advisors, LLC | 2 | 2 | 0.37% | 0.79% | 1.20% | Q4 2018 | Q1 2019 | 2 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
LEO BROKERAGE, LLC | 2 | 2 | 0.73% | 0.80% | 0.87% | Q1 2023 | Q2 2023 | 2 |
Keel Point, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Fairhaven Wealth Management, LLC | 2 | 2 | 0.32% | 0.33% | 0.34% | Q2 2023 | Q3 2023 | 2 |
Grove Bank & Trust | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Black Swift Group, LLC | 2 | 2 | 0.11% | 0.12% | 0.13% | Q1 2023 | Q2 2023 | 2 |
Ten Capital Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
B.O.S.S. Retirement Advisors, LLC | 2 | 2 | 0.16% | 0.16% | 0.17% | Q1 2023 | Q2 2023 | 2 |
Prosperity Planning, Inc. | 1 | 1 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q2 2022 | 2 |
Carroll Financial Associates, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
HHM Wealth Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
ADIRONDACK TRUST CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Kerntke Otto McGlone Wealth Management Group | 1 | 1 | 0.17% | 0.19% | 0.22% | Q4 2022 | Q3 2023 | 2 |
Azimuth Capital Investment Management LLC | 2 | 2 | 0.02% | 0.14% | 0.25% | Q2 2022 | Q3 2022 | 2 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 2 |
LifeSteps Financial, Inc. | 2 | 2 | 2.04% | 2.34% | 2.64% | Q4 2019 | Q1 2020 | 2 |
Altium Wealth Management LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q4 2017 | Q1 2018 | 2 |
Arkadios Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
United Community Bank | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
Choice Wealth Advisors, LLC | 1 | 1 | 0.67% | 0.67% | 0.67% | Q2 2022 | Q2 2022 | 1 |
M&T BANK CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Moloney Securities Asset Management, LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q1 2023 | Q1 2023 | 1 |
DIVIDEND ASSETS CAPITAL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
STABLEFORD CAPITAL II LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2023 | Q1 2023 | 1 |
CABANA LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Bangor Savings Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SALEM INVESTMENT COUNSELORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Seascape Capital Management | 1 | 1 | 3.26% | 3.26% | 3.26% | Q1 2023 | Q1 2023 | 1 |
Covington Capital Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Key Bridge Compliance, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
Echo Wealth Management, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2021 | Q1 2021 | 1 |
Marshall Financial Group LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
Octavia Wealth Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2022 | Q1 2022 | 1 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
Mid-American Wealth Advisory Group, Inc. | 1 | 1 | 0.56% | 0.56% | 0.56% | Q2 2023 | Q2 2023 | 1 |
Centennial Wealth Advisory LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q4 2020 | Q4 2020 | 1 |
CNB Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
AdvisorNet Financial, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
PYA Waltman Capital, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Carl P. Sherr & Co., LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2022 | Q1 2022 | 1 |
BANK OF NOVA SCOTIA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
CFO4Life Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Koesten, Hirschmann & Crabtree, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Capital One Investing, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2019 | Q3 2019 | 1 |
OPPENHEIMER & CO INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
D L CARLSON INVESTMENT GROUP INC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2023 | Q2 2023 | 1 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
RiverGlades Family Offices LLC | 1 | 1 | 3.30% | 3.30% | 3.30% | Q4 2018 | Q4 2018 | 1 |
MKT Advisors LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Second Half Financial Partners, LLC | 1 | 1 | 0.94% | 0.94% | 0.94% | Q2 2023 | Q2 2023 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Advisors Preferred, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Carnegie Capital Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
GeoWealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Csenge Advisory Group | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
SYM FINANCIAL Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Bogart Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SIGNATUREFD, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Arlington Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Gilbert & Cook, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Legacy Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Orion Portfolio Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Lumature Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Certified Advisory Corp | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
Sargent Bickham Lagudis LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
HMS Capital Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q2 2019 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
TRUST CO OF VERMONT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
KPP Advisory Services LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Hills Bank & Trust Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Crew Capital Management, Ltd. | 1 | 1 | 0.52% | 0.52% | 0.52% | Q2 2023 | Q2 2023 | 1 |
New Hampshire Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Commonwealth Financial Services, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
GOFEN & GLOSSBERG LLC /IL/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
BBVA USA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
USCA RIA LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 |
OmniStar Financial Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
WealthTrust Fairport, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
PRW Wealth Management LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 1.64% | 1.64% | 1.64% | Q4 2021 | Q4 2021 | 1 |
Rinkey Investments | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
QUADRANT CAPITAL GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Stokes & Hubbell Capital Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q1 2019 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Parkside Financial Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.