Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BANK OF AMERICA CORP /DE/ | 28 | 28 | 0.00% | 0.05% | 0.12% | Q4 2016 | Q3 2023 | 28 |
BlackRock Inc. | 28 | 28 | 0.00% | 0.01% | 0.07% | Q4 2016 | Q3 2023 | 28 |
Baystate Wealth Management LLC | 27 | 27 | 0.08% | 0.31% | 0.46% | Q1 2017 | Q3 2023 | 27 |
Litman Gregory Wealth Management LLC | 25 | 2 | 0.07% | 0.69% | 5.06% | Q4 2016 | Q3 2023 | 27 |
FIFTH THIRD BANCORP | 27 | 27 | 0.00% | 0.57% | 1.42% | Q1 2017 | Q3 2023 | 27 |
UBS Group AG | 27 | 27 | 0.00% | 0.03% | 0.06% | Q1 2017 | Q3 2023 | 27 |
Asset Dedication, LLC | 26 | 1 | 0.01% | 0.05% | 0.11% | Q4 2016 | Q3 2023 | 27 |
ROYAL BANK OF CANADA | 27 | 27 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 27 |
Snowden Capital Advisors LLC | 19 | 8 | 0.01% | 0.08% | 0.34% | Q4 2016 | Q3 2023 | 27 |
Sage Advisory Services, Ltd.Co. | 26 | 26 | 0.03% | 0.20% | 0.44% | Q2 2017 | Q3 2023 | 26 |
GOULD ASSET MANAGEMENT LLC /CA/ | 26 | 26 | 0.16% | 0.36% | 0.57% | Q2 2017 | Q3 2023 | 26 |
LPL Financial LLC | 26 | 26 | 0.00% | 0.02% | 0.03% | Q2 2017 | Q3 2023 | 26 |
Financial Architects, Inc | 22 | 4 | 0.03% | 0.14% | 0.22% | Q4 2016 | Q2 2023 | 26 |
PNC FINANCIAL SERVICES GROUP, INC. | 26 | 26 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 26 |
Geneos Wealth Management Inc. | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
JANE STREET GROUP, LLC | 14 | 1 | 0.00% | 0.01% | 0.08% | Q2 2016 | Q3 2023 | 26 |
Veritable, L.P. | 26 | 26 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q2 2023 | 26 |
Parallel Advisors, LLC | 18 | 7 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q3 2023 | 25 |
WHITTIER TRUST CO OF NEVADA INC | 25 | 25 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 25 |
Baker Avenue Asset Management, LP | 13 | 12 | 0.01% | 0.04% | 0.08% | Q2 2017 | Q3 2023 | 25 |
MORGAN STANLEY | 25 | 25 | 0.00% | 0.02% | 0.05% | Q3 2017 | Q3 2023 | 25 |
Private Ocean, LLC | 25 | 25 | 0.06% | 2.48% | 3.95% | Q3 2017 | Q3 2023 | 25 |
TRUST CO OF VERMONT | 19 | 6 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 25 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.17% | 0.37% | Q4 2017 | Q3 2023 | 24 |
SEI INVESTMENTS CO | 24 | 24 | 0.00% | 0.03% | 0.07% | Q4 2017 | Q3 2023 | 24 |
D.A. DAVIDSON & CO. | 24 | 24 | 0.00% | 0.21% | 0.34% | Q4 2017 | Q3 2023 | 24 |
WELLS FARGO & COMPANY/MN | 22 | 2 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 24 |
PARK AVENUE SECURITIES LLC | 24 | 24 | 0.06% | 0.15% | 0.25% | Q4 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 24 |
GOLDMAN SACHS GROUP INC | 24 | 24 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 24 |
CWM, LLC | 16 | 8 | 0.00% | 0.08% | 0.22% | Q3 2017 | Q3 2023 | 24 |
JPMORGAN CHASE & CO | 24 | 24 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q3 2023 | 24 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.02% | 0.09% | Q1 2016 | Q3 2023 | 24 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 23 | 23 | 0.08% | 1.54% | 2.50% | Q1 2018 | Q3 2023 | 23 |
WHITTIER TRUST CO | 23 | 23 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 23 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 23 | 23 | 0.00% | 0.03% | 0.07% | Q1 2018 | Q3 2023 | 23 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 23 | 23 | 0.01% | 0.07% | 0.12% | Q1 2018 | Q3 2023 | 23 |
Advisory Services Network, LLC | 23 | 23 | 0.01% | 0.05% | 0.08% | Q1 2018 | Q3 2023 | 23 |
Brinker Capital Investments, LLC | 23 | 23 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q4 2022 | 23 |
Windsor Capital Management, LLC | 23 | 23 | 0.68% | 2.41% | 3.74% | Q1 2018 | Q3 2023 | 23 |
Raymond James Financial Services Advisors, Inc. | 23 | 23 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 23 |
AMERIPRISE FINANCIAL INC | 23 | 23 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 23 |
First Horizon Advisors, Inc. | 16 | 6 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 22 |
North Star Investment Management Corp. | 17 | 5 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q3 2023 | 22 |
MML INVESTORS SERVICES, LLC | 21 | 1 | 0.01% | 0.09% | 0.17% | Q2 2017 | Q3 2023 | 22 |
MISSION WEALTH MANAGEMENT, LP | 22 | 22 | 0.07% | 0.35% | 0.75% | Q2 2018 | Q3 2023 | 22 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 21 | 1 | 0.00% | 0.06% | 0.12% | Q1 2018 | Q3 2023 | 22 |
PRIO WEALTH LIMITED PARTNERSHIP | 22 | 22 | 0.06% | 0.07% | 0.10% | Q2 2018 | Q3 2023 | 22 |
Sterling Investment Advisors, Ltd. | 22 | 22 | 0.03% | 0.08% | 0.13% | Q1 2017 | Q2 2022 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 21 |
RAYMOND JAMES TRUST N.A. | 21 | 21 | 0.01% | 0.03% | 0.05% | Q3 2018 | Q3 2023 | 21 |
STIFEL FINANCIAL CORP | 20 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 21 |
Kelman-Lazarov, Inc. | 20 | 1 | 0.10% | 0.16% | 0.27% | Q2 2018 | Q3 2023 | 21 |
PITTENGER & ANDERSON INC | 21 | 21 | 0.00% | 0.02% | 0.02% | Q3 2018 | Q3 2023 | 21 |
Chesley Taft & Associates LLC | 21 | 21 | 0.04% | 0.05% | 0.07% | Q3 2018 | Q3 2023 | 21 |
Cetera Advisor Networks LLC | 21 | 21 | 0.01% | 0.04% | 0.13% | Q3 2018 | Q3 2023 | 21 |
BLAIR WILLIAM & CO/IL | 21 | 21 | 0.00% | 0.06% | 0.09% | Q3 2018 | Q3 2023 | 21 |
Accredited Investors Inc. | 21 | 21 | 0.06% | 0.23% | 0.37% | Q3 2018 | Q3 2023 | 21 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 21 | 0.01% | 0.08% | 0.16% | Q3 2018 | Q3 2023 | 21 |
PDS Planning, Inc | 21 | 21 | 0.04% | 0.12% | 0.25% | Q3 2018 | Q3 2023 | 21 |
Patriot Financial Group Insurance Agency, LLC | 21 | 21 | 0.00% | 0.14% | 0.32% | Q3 2018 | Q3 2023 | 21 |
DEUTSCHE BANK AG\ | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
TRUSTCORE FINANCIAL SERVICES, LLC | 21 | 21 | 0.01% | 0.03% | 0.06% | Q4 2017 | Q4 2022 | 21 |
MCF Advisors LLC | 18 | 3 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2022 | 21 |
Aspire Private Capital, LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Main Management LLC | 20 | 20 | 0.07% | 0.09% | 0.14% | Q2 2018 | Q1 2023 | 20 |
Johnson Financial Group, LLC | 20 | 20 | 0.05% | 0.27% | 0.56% | Q4 2018 | Q3 2023 | 20 |
Tarbox Family Office, Inc. | 20 | 20 | 0.01% | 0.06% | 0.09% | Q4 2018 | Q3 2023 | 20 |
Wealthcare Advisory Partners LLC | 12 | 8 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 20 |
Creative Planning | 20 | 20 | 0.01% | 0.03% | 0.05% | Q4 2018 | Q3 2023 | 20 |
Steward Partners Investment Advisory, LLC | 18 | 2 | 0.00% | 0.07% | 0.13% | Q2 2018 | Q3 2023 | 20 |
NATIXIS ADVISORS, L.P. | 20 | 20 | 0.02% | 0.03% | 0.03% | Q4 2018 | Q3 2023 | 20 |
EP Wealth Advisors, LLC | 20 | 20 | 0.01% | 0.50% | 0.82% | Q4 2018 | Q3 2023 | 20 |
CITIGROUP INC | 19 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 20 |
Financial Advisors, LLC | 20 | 20 | 0.53% | 0.97% | 1.34% | Q4 2018 | Q3 2023 | 20 |
KEYBANK NATIONAL ASSOCIATION/OH | 20 | 20 | 0.00% | 0.06% | 0.14% | Q4 2018 | Q3 2023 | 20 |
Ellevest, Inc. | 20 | 20 | 2.35% | 3.45% | 3.90% | Q4 2018 | Q3 2023 | 20 |
HighTower Advisors, LLC | 20 | 20 | 0.00% | 0.03% | 0.09% | Q4 2018 | Q3 2023 | 20 |
BSW Wealth Partners | 20 | 20 | 0.48% | 1.17% | 3.59% | Q4 2018 | Q3 2023 | 20 |
Financial Insights, Inc. | 18 | 1 | 0.34% | 1.17% | 2.15% | Q4 2018 | Q3 2023 | 19 |
NOTTINGHAM ADVISORS, INC. | 19 | 19 | 0.58% | 0.90% | 1.13% | Q1 2019 | Q3 2023 | 19 |
CIBC Asset Management Inc | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Community Bank, N.A. | 19 | 19 | 0.04% | 0.05% | 0.07% | Q1 2019 | Q3 2023 | 19 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 19 | 19 | 0.04% | 0.18% | 1.20% | Q1 2019 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.04% | 0.10% | 0.19% | Q1 2019 | Q3 2023 | 19 |
Bigelow Investment Advisors, LLC | 19 | 19 | 0.18% | 0.22% | 0.28% | Q1 2019 | Q3 2023 | 19 |
Citadel Advisors | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 19 |
FMR LLC | 14 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 19 |
Private Advisor Group, LLC | 19 | 19 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
AllSquare Wealth Management LLC | 19 | 19 | 0.04% | 0.06% | 0.07% | Q1 2019 | Q3 2023 | 19 |
THRIVENT FINANCIAL FOR LUTHERANS | 19 | 19 | 0.01% | 0.03% | 0.05% | Q1 2019 | Q3 2023 | 19 |
PITCAIRN CO | 19 | 19 | 0.06% | 0.19% | 0.36% | Q1 2019 | Q3 2023 | 19 |
Dorsey & Whitney Trust CO LLC | 19 | 19 | 0.05% | 0.09% | 0.14% | Q1 2019 | Q3 2023 | 19 |
CAPTRUST FINANCIAL ADVISORS | 19 | 19 | 0.00% | 0.02% | 0.20% | Q1 2019 | Q3 2023 | 19 |
Stratos Wealth Partners, LTD. | 17 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 19 |
Cranbrook Wealth Management, LLC | 19 | 19 | 0.01% | 0.36% | 0.72% | Q1 2019 | Q3 2023 | 19 |
Connecticut Wealth Management, LLC | 10 | 1 | 0.11% | 0.19% | 0.73% | Q2 2018 | Q3 2023 | 19 |
Cambridge Investment Research Advisors, Inc. | 19 | 19 | 0.03% | 0.05% | 0.06% | Q1 2019 | Q3 2023 | 19 |
VALLEY NATIONAL ADVISERS INC | 19 | 19 | 0.00% | 0.04% | 0.08% | Q1 2019 | Q3 2023 | 19 |
Sowell Financial Services LLC | 10 | 2 | 0.04% | 0.09% | 0.25% | Q1 2018 | Q3 2023 | 19 |
FIDUCIARY TRUST CO | 19 | 19 | 0.08% | 0.29% | 0.54% | Q1 2019 | Q3 2023 | 19 |
REGENTATLANTIC CAPITAL LLC | 18 | 18 | 0.03% | 0.36% | 0.60% | Q2 2018 | Q3 2022 | 18 |
AJ WEALTH STRATEGIES, LLC | 18 | 18 | 0.02% | 0.03% | 0.05% | Q1 2019 | Q2 2023 | 18 |
FinTrust Capital Advisors, LLC | 18 | 18 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 18 |
White Lighthouse Investment Management Inc. | 18 | 18 | 0.10% | 0.35% | 0.49% | Q2 2019 | Q3 2023 | 18 |
Baird Financial Group, Inc. | 17 | 1 | 0.00% | 0.02% | 0.03% | Q3 2018 | Q3 2023 | 18 |
VICUS CAPITAL | 18 | 18 | 0.04% | 0.12% | 0.19% | Q2 2019 | Q3 2023 | 18 |
BANK OF MONTREAL /CAN/ | 9 | 2 | 0.00% | 0.00% | 0.03% | Q3 2017 | Q3 2023 | 18 |
Garde Capital, Inc. | 18 | 18 | 0.05% | 0.46% | 1.00% | Q2 2019 | Q3 2023 | 18 |
J.P. Morgan Private Wealth Advisors LLC | 14 | 4 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q3 2023 | 18 |
TIEDEMANN ADVISORS, LLC | 17 | 1 | 0.02% | 0.22% | 0.63% | Q4 2018 | Q3 2023 | 18 |
JNBA Financial Advisors | 18 | 18 | 0.00% | 0.24% | 0.42% | Q2 2019 | Q3 2023 | 18 |
Mascoma Wealth Management LLC | 12 | 6 | 0.01% | 0.48% | 1.05% | Q2 2018 | Q3 2023 | 18 |
Sand Hill Global Advisors, LLC | 17 | 17 | 0.04% | 0.27% | 0.42% | Q3 2019 | Q3 2023 | 17 |
Parkside Advisors LLC | 17 | 17 | 0.12% | 0.60% | 0.86% | Q4 2019 | Q4 2023 | 17 |
Blue Edge Capital, LLC | 17 | 17 | 0.12% | 0.42% | 0.58% | Q3 2019 | Q3 2023 | 17 |
Vision Capital Management, Inc. | 17 | 17 | 0.05% | 0.28% | 0.48% | Q3 2019 | Q3 2023 | 17 |
HOWLAND CAPITAL MANAGEMENT LLC | 17 | 17 | 0.47% | 0.96% | 1.21% | Q3 2019 | Q3 2023 | 17 |
Ameritas Investment Partners, Inc. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 17 | 17 | 0.02% | 0.04% | 0.06% | Q3 2019 | Q3 2023 | 17 |
LINCOLN NATIONAL CORP | 17 | 17 | 0.01% | 0.03% | 0.04% | Q3 2019 | Q3 2023 | 17 |
ATLAS CAPITAL ADVISORS LLC | 17 | 17 | 0.02% | 0.06% | 0.09% | Q3 2019 | Q3 2023 | 17 |
RAYMOND JAMES & ASSOCIATES | 16 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 17 |
US BANCORP \DE\ | 17 | 17 | 0.00% | 0.05% | 0.09% | Q3 2019 | Q3 2023 | 17 |
Walkner Condon Financial Advisors LLC | 16 | 16 | 0.12% | 0.20% | 0.48% | Q4 2019 | Q3 2023 | 16 |
FAS Wealth Partners, Inc. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Alaska Wealth Advisors | 16 | 16 | 0.08% | 0.24% | 0.34% | Q4 2019 | Q3 2023 | 16 |
TOTH FINANCIAL ADVISORY CORP | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
WESBANCO BANK INC | 11 | 5 | 0.01% | 0.06% | 0.12% | Q3 2019 | Q3 2023 | 16 |
Personal Capital Advisors Corp | 16 | 16 | 0.56% | 1.37% | 2.00% | Q1 2019 | Q4 2022 | 16 |
WEALTHSOURCE PARTNERS, LLC | 16 | 16 | 0.05% | 0.11% | 0.22% | Q4 2019 | Q3 2023 | 16 |
Ally Invest Advisors Inc. | 16 | 16 | 0.14% | 1.29% | 1.87% | Q4 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
NORTHERN TRUST CORP | 16 | 16 | 0.00% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 16 |
HILLTOP WEALTH ADVISORS, LLC | 16 | 16 | 0.29% | 1.08% | 1.91% | Q4 2019 | Q3 2023 | 16 |
BigSur Wealth Management LLC | 16 | 16 | 0.58% | 1.17% | 1.77% | Q4 2019 | Q3 2023 | 16 |
Affinity Capital Advisors, LLC | 16 | 16 | 0.40% | 0.89% | 1.29% | Q4 2019 | Q3 2023 | 16 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 16 | 16 | 0.10% | 0.53% | 0.84% | Q4 2019 | Q3 2023 | 16 |
Betterment LLC | 15 | 15 | 0.23% | 0.64% | 0.82% | Q1 2020 | Q3 2023 | 15 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 15 | 15 | 0.01% | 0.03% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Beacon Pointe Advisors, LLC | 15 | 15 | 0.02% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.04% | 0.07% | Q1 2020 | Q3 2023 | 15 |
Highland Private Wealth Management | 15 | 15 | 1.19% | 2.70% | 3.48% | Q1 2019 | Q3 2022 | 15 |
One Capital Management, LLC | 15 | 15 | 0.03% | 0.08% | 0.20% | Q1 2020 | Q3 2023 | 15 |
Frisch Financial Group, Inc. | 15 | 15 | 0.25% | 0.65% | 0.76% | Q1 2020 | Q3 2023 | 15 |
Relyea Zuckerberg Hanson LLC | 15 | 15 | 0.14% | 0.31% | 0.72% | Q1 2020 | Q3 2023 | 15 |
First Financial Bank - Trust Division | 15 | 15 | 0.10% | 0.22% | 0.64% | Q2 2020 | Q4 2023 | 15 |
LAKE STREET ADVISORS GROUP, LLC | 15 | 15 | 0.48% | 0.77% | 1.08% | Q1 2020 | Q3 2023 | 15 |
McIlrath & Eck, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
PFS INVESTMENTS INC. | 15 | 15 | 0.01% | 0.08% | 0.14% | Q4 2019 | Q2 2023 | 15 |
RHS Financial, LLC | 15 | 15 | 0.90% | 1.39% | 2.02% | Q1 2020 | Q3 2023 | 15 |
RVW Wealth, LLC | 15 | 15 | 0.05% | 2.24% | 3.39% | Q2 2020 | Q4 2023 | 15 |
Perigon Wealth Management, LLC | 14 | 1 | 0.04% | 0.11% | 0.18% | Q3 2011 | Q3 2023 | 15 |
Savant Capital, LLC | 15 | 15 | 0.05% | 0.07% | 0.10% | Q1 2020 | Q3 2023 | 15 |
Schneider Downs Wealth Management Advisors, LP | 15 | 15 | 0.10% | 0.13% | 0.20% | Q1 2020 | Q3 2023 | 15 |
GRIMES & COMPANY, INC. | 14 | 1 | 0.01% | 0.05% | 0.07% | Q4 2019 | Q3 2023 | 15 |
C-J Advisory, Inc. | 15 | 15 | 0.15% | 1.79% | 3.07% | Q1 2018 | Q3 2021 | 15 |
Neumann Capital Management, LLC | 15 | 15 | 0.14% | 0.42% | 0.72% | Q1 2020 | Q3 2023 | 15 |
Parsec Financial Management, Inc. | 15 | 15 | 0.04% | 0.43% | 0.53% | Q3 2019 | Q1 2023 | 15 |
Pacific Center for Financial Services | 12 | 3 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 15 |
ALESCO ADVISORS LLC | 15 | 15 | 0.04% | 0.22% | 0.38% | Q1 2020 | Q3 2023 | 15 |
REDW Wealth LLC | 15 | 15 | 0.20% | 0.26% | 0.33% | Q1 2020 | Q3 2023 | 15 |
Orion Portfolio Solutions, LLC | 15 | 15 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
O'Brien Wealth Partners LLC | 15 | 15 | 0.08% | 1.05% | 2.64% | Q1 2020 | Q3 2023 | 15 |
Roof Eidam Maycock Peralta, LLC | 14 | 1 | 0.03% | 2.44% | 3.06% | Q3 2019 | Q3 2023 | 15 |
Van Hulzen Asset Management, LLC | 15 | 15 | 0.02% | 0.05% | 0.09% | Q1 2020 | Q3 2023 | 15 |
Rockefeller Capital Management L.P. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Capital Analysts, LLC | 15 | 15 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Sargent Bickham Lagudis LLC | 9 | 5 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q4 2022 | 14 |
CITIZENS FINANCIAL GROUP INC/RI | 14 | 14 | 0.00% | 1.31% | 3.03% | Q2 2020 | Q3 2023 | 14 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 14 | 14 | 0.04% | 0.13% | 0.22% | Q2 2020 | Q3 2023 | 14 |
Cresset Asset Management, LLC | 7 | 2 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 14 |
ERn Financial, LLC | 14 | 14 | 0.10% | 0.12% | 0.15% | Q2 2020 | Q3 2023 | 14 |
GenTrust, LLC | 14 | 14 | 0.05% | 0.07% | 0.11% | Q2 2020 | Q3 2023 | 14 |
HARBOR INVESTMENT ADVISORY, LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 14 |
Integrated Wealth Concepts LLC | 14 | 14 | 0.03% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 14 |
SPINNAKER TRUST | 14 | 14 | 5.43% | 5.94% | 6.37% | Q2 2020 | Q3 2023 | 14 |
Apella Capital, LLC | 11 | 3 | 0.13% | 0.44% | 0.65% | Q2 2020 | Q4 2023 | 14 |
Clarius Group, LLC | 14 | 14 | 0.06% | 0.23% | 0.52% | Q2 2020 | Q3 2023 | 14 |
WRAPMANAGER INC | 14 | 14 | 1.41% | 1.56% | 1.74% | Q2 2020 | Q3 2023 | 14 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 14 | 14 | 0.00% | 0.03% | 0.11% | Q3 2016 | Q4 2019 | 14 |
Brookstone Capital Management | 14 | 14 | 0.02% | 0.05% | 0.07% | Q2 2020 | Q3 2023 | 14 |
SENTINEL TRUST CO LBA | 14 | 14 | 0.05% | 0.07% | 0.08% | Q2 2020 | Q3 2023 | 14 |
FRANKLIN RESOURCES INC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Trilogy Capital Inc. | 14 | 14 | 0.04% | 0.16% | 0.22% | Q2 2020 | Q3 2023 | 14 |
Affiance Financial, LLC | 14 | 14 | 0.11% | 0.41% | 0.88% | Q2 2020 | Q3 2023 | 14 |
IAG Wealth Partners, LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
ENTERPRISE FINANCIAL SERVICES CORP | 14 | 14 | 0.08% | 0.12% | 0.21% | Q1 2019 | Q2 2022 | 14 |
Bragg Financial Advisors, Inc | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2022 | 14 |
QUADRANT CAPITAL GROUP LLC | 14 | 14 | 0.06% | 0.16% | 0.28% | Q2 2020 | Q3 2023 | 14 |
TimeScale Financial, Inc. | 14 | 14 | 0.04% | 0.06% | 0.10% | Q1 2020 | Q2 2023 | 14 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 14 |
AlphaCore Capital LLC | 13 | 1 | 0.03% | 0.11% | 0.18% | Q1 2020 | Q3 2023 | 14 |
Horst & Graben Wealth Management LLC | 13 | 13 | 0.08% | 0.31% | 0.51% | Q3 2020 | Q3 2023 | 13 |
WealthShield Partners, LLC | 8 | 2 | 0.00% | 0.27% | 0.85% | Q1 2020 | Q3 2023 | 13 |
Aptus Capital Advisors, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Plante Moran Financial Advisors, LLC | 13 | 13 | 0.01% | 0.06% | 0.16% | Q3 2020 | Q3 2023 | 13 |
APPLETON PARTNERS INC/MA | 13 | 13 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q4 2023 | 13 |
Diversified Trust Co | 13 | 13 | 0.01% | 0.05% | 0.07% | Q4 2020 | Q4 2023 | 13 |
Baron Financial Group, LLC | 13 | 13 | 0.94% | 1.36% | 1.74% | Q3 2020 | Q3 2023 | 13 |
Lowe Wealth Advisors, LLC | 13 | 13 | 0.02% | 0.04% | 0.05% | Q4 2020 | Q4 2023 | 13 |
Haverford Trust Co | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Fisher Asset Management, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
M&T BANK CORP | 13 | 13 | 0.00% | 0.08% | 0.13% | Q3 2020 | Q3 2023 | 13 |
PRUDENTIAL FINANCIAL INC | 11 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 13 |
MATHER GROUP, LLC. | 13 | 13 | 0.02% | 0.08% | 0.14% | Q3 2020 | Q3 2023 | 13 |
COLONY GROUP LLC | 8 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q1 2022 | 13 |
Capital Investment Advisory Services, LLC | 13 | 13 | 0.00% | 0.25% | 0.47% | Q3 2020 | Q3 2023 | 13 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 12 | 1 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 13 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 13 | 13 | 0.01% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 13 |
FIDUCIENT ADVISORS LLC | 13 | 13 | 0.23% | 0.56% | 0.92% | Q4 2018 | Q4 2021 | 13 |
BANK HAPOALIM BM | 12 | 1 | 0.52% | 1.21% | 7.18% | Q4 2019 | Q2 2023 | 13 |
Tortoise Investment Management, LLC | 13 | 13 | 0.00% | 0.00% | 0.04% | Q3 2020 | Q3 2023 | 13 |
SIGMA INVESTMENT COUNSELORS INC | 12 | 1 | 0.04% | 0.05% | 0.05% | Q2 2020 | Q3 2023 | 13 |
DB Wealth Management Group, LLC | 12 | 12 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2023 | 12 |
DOHJ, LLC | 12 | 12 | 0.32% | 1.18% | 3.04% | Q4 2020 | Q3 2023 | 12 |
Waypoint Wealth Partners Inc. | 12 | 12 | 1.07% | 1.95% | 3.52% | Q4 2020 | Q3 2023 | 12 |
Portland Global Advisors LLC | 12 | 12 | 0.04% | 0.13% | 0.22% | Q4 2020 | Q3 2023 | 12 |
GREENWOOD CAPITAL ASSOCIATES LLC | 12 | 12 | 0.17% | 0.39% | 0.81% | Q1 2020 | Q4 2022 | 12 |
Bangor Savings Bank | 12 | 12 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Sugarloaf Wealth Management, LLC | 12 | 12 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Montecito Bank & Trust | 12 | 12 | 0.10% | 0.23% | 0.48% | Q1 2021 | Q4 2023 | 12 |
TriaGen Wealth Management LLC | 12 | 12 | 0.92% | 1.26% | 1.70% | Q4 2020 | Q3 2023 | 12 |
Wescott Financial Advisory Group, LLC | 12 | 12 | 0.07% | 0.14% | 0.22% | Q4 2020 | Q3 2023 | 12 |
ASSETMARK, INC | 9 | 3 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 12 |
Goodwin Investment Advisory | 12 | 12 | 0.06% | 0.26% | 0.60% | Q4 2020 | Q3 2023 | 12 |
Cerity Partners LLC | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Charter Oak Capital Management, LLC | 12 | 12 | 0.12% | 0.21% | 0.33% | Q4 2020 | Q3 2023 | 12 |
Levy Wealth Management Group, LLC | 12 | 12 | 0.16% | 0.29% | 0.42% | Q4 2020 | Q3 2023 | 12 |
Pensionmark Financial Group, LLC | 12 | 12 | 0.05% | 0.08% | 0.13% | Q4 2020 | Q3 2023 | 12 |
Elwood & Goetz Wealth Advisory Group, LLC | 12 | 12 | 0.18% | 0.41% | 0.78% | Q4 2020 | Q3 2023 | 12 |
Bell Bank | 12 | 12 | 0.05% | 0.07% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Dynamic Advisor Solutions LLC | 12 | 12 | 0.08% | 0.18% | 0.30% | Q4 2020 | Q3 2023 | 12 |
CGN Advisors LLC | 9 | 3 | 0.04% | 0.11% | 0.23% | Q4 2020 | Q4 2023 | 12 |
BOURGEON CAPITAL MANAGEMENT LLC | 12 | 12 | 0.00% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
High Note Wealth, LLC | 12 | 12 | 5.85% | 7.31% | 8.87% | Q4 2020 | Q3 2023 | 12 |
Clearstead Advisors, LLC | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Financial Network Wealth Management LLC | 12 | 12 | 4.51% | 5.35% | 6.08% | Q4 2020 | Q3 2023 | 12 |
Kestra Advisory Services, LLC | 12 | 12 | 0.01% | 0.10% | 0.26% | Q4 2020 | Q3 2023 | 12 |
Frank, Rimerman Advisors LLC | 12 | 12 | 0.09% | 0.13% | 0.18% | Q4 2020 | Q3 2023 | 12 |
Laurel Wealth Planning LLC | 12 | 12 | 3.24% | 4.67% | 6.62% | Q4 2020 | Q3 2023 | 12 |
Bond & Devick Financial Network, Inc. | 12 | 12 | 1.15% | 5.16% | 7.20% | Q4 2020 | Q3 2023 | 12 |
FIRST HAWAIIAN BANK | 12 | 12 | 0.02% | 0.03% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Peak Financial Management, Inc. | 12 | 12 | 0.10% | 0.15% | 0.22% | Q4 2020 | Q3 2023 | 12 |
Austin Private Wealth, LLC | 11 | 1 | 0.07% | 0.12% | 0.19% | Q3 2020 | Q3 2023 | 12 |
Gemmer Asset Management LLC | 12 | 12 | 0.04% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Aaron Wealth Advisors LLC | 12 | 12 | 0.04% | 0.07% | 0.10% | Q4 2020 | Q3 2023 | 12 |
United Asset Strategies, Inc. | 12 | 12 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 1.35% | 2.02% | 2.46% | Q4 2020 | Q3 2023 | 12 |
One Wealth Advisors, LLC | 12 | 12 | 0.12% | 0.57% | 0.78% | Q4 2020 | Q3 2023 | 12 |
Private Capital Group, LLC | 11 | 11 | 0.01% | 0.04% | 0.06% | Q3 2019 | Q1 2022 | 11 |
Arjuna Capital | 7 | 4 | 0.05% | 0.13% | 0.20% | Q1 2019 | Q4 2021 | 11 |
Sharkey, Howes & Javer | 11 | 11 | 0.16% | 0.39% | 1.18% | Q1 2021 | Q3 2023 | 11 |
McKinley Carter Wealth Services, Inc. | 11 | 11 | 0.02% | 0.15% | 0.21% | Q1 2021 | Q3 2023 | 11 |
Advisor Group, Inc. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q4 2019 | 11 |
Tillar-Wenstrup Advisors, LLC | 11 | 11 | 0.26% | 3.06% | 3.91% | Q2 2020 | Q4 2022 | 11 |
PRIVATE CAPITAL MANAGEMENT LLC | 11 | 11 | 0.07% | 0.14% | 0.20% | Q1 2021 | Q3 2023 | 11 |
Iron Horse Wealth Management, LLC | 7 | 4 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 11 |
Merriman Wealth Management, LLC | 7 | 1 | 0.08% | 0.38% | 0.55% | Q2 2019 | Q2 2023 | 11 |
McClarren Financial Advisors, Inc. | 6 | 5 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 11 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 11 | 11 | 0.34% | 0.68% | 1.06% | Q1 2021 | Q3 2023 | 11 |
Bank Julius Baer & Co. Ltd, Zurich | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2022 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Bogart Wealth, LLC | 11 | 11 | 0.00% | 0.00% | 0.02% | Q1 2021 | Q3 2023 | 11 |
CAMBRIDGE TRUST CO | 11 | 11 | 0.02% | 0.03% | 0.06% | Q1 2021 | Q3 2023 | 11 |
BAILARD, INC. | 11 | 11 | 0.01% | 0.03% | 0.06% | Q1 2021 | Q3 2023 | 11 |
Bremer Bank National Association | 7 | 4 | 0.04% | 0.06% | 0.08% | Q1 2019 | Q4 2022 | 11 |
WADE G W & INC | 11 | 11 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Cetera Advisors LLC | 10 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 11 |
Chicago Capital, LLC | 11 | 11 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 11 | 11 | 0.06% | 0.11% | 0.31% | Q1 2021 | Q3 2023 | 11 |
Plancorp, LLC | 11 | 11 | 0.10% | 0.18% | 0.40% | Q1 2021 | Q3 2023 | 11 |
Fulcrum Capital LLC | 6 | 5 | 0.08% | 0.51% | 3.49% | Q3 2020 | Q3 2023 | 11 |
BESSEMER GROUP INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
HUNTINGTON NATIONAL BANK | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 11 |
Ancora Advisors LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Manning & Napier Group, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Harborview Advisors, LLC | 6 | 2 | 0.20% | 0.61% | 1.11% | Q3 2018 | Q3 2021 | 11 |
1ST SOURCE BANK | 11 | 11 | 0.01% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Center for Financial Planning, Inc. | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
WT Wealth Management | 11 | 11 | 0.12% | 0.18% | 0.27% | Q1 2021 | Q3 2023 | 11 |
Opal Wealth Advisors, LLC | 11 | 11 | 0.17% | 0.27% | 0.34% | Q4 2020 | Q2 2023 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2023 | 11 |
Key FInancial Inc | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Foster Group, Inc. | 11 | 11 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Carroll Financial Associates, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2019 | 11 |
SIGNATUREFD, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Wealthspire Advisors, LLC | 9 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 11 |
Summit Wealth Group, LLC | 11 | 11 | 0.29% | 1.57% | 2.51% | Q1 2021 | Q3 2023 | 11 |
4Thought Financial Group Inc. | 11 | 11 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
MEEDER ASSET MANAGEMENT INC | 11 | 11 | 0.00% | 0.03% | 0.10% | Q1 2020 | Q3 2022 | 11 |
KB FINANCIAL PARTNERS, LLC | 11 | 11 | 0.09% | 0.12% | 0.15% | Q1 2021 | Q3 2023 | 11 |
Pathway Financial Advisors LLC | 8 | 2 | 0.08% | 0.10% | 0.11% | Q4 2020 | Q3 2023 | 10 |
AE Wealth Management LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Wealthfront Advisers LLC | 10 | 10 | 0.01% | 0.17% | 0.27% | Q2 2021 | Q3 2023 | 10 |
Acorns Advisers, LLC | 10 | 10 | 0.26% | 0.82% | 1.07% | Q2 2021 | Q3 2023 | 10 |
VERITY Wealth Advisors | 10 | 10 | 0.27% | 0.36% | 0.48% | Q3 2021 | Q4 2023 | 10 |
Concord Wealth Partners | 10 | 10 | 0.12% | 0.35% | 0.46% | Q2 2021 | Q3 2023 | 10 |
Silicon Hills Wealth Management, LLC | 10 | 10 | 0.03% | 0.85% | 1.28% | Q4 2019 | Q1 2022 | 10 |
Perennial Investment Advisors, LLC | 6 | 4 | 0.05% | 0.08% | 0.11% | Q1 2021 | Q3 2023 | 10 |
New England Private Wealth Advisors LLC | 10 | 10 | 0.06% | 0.29% | 0.58% | Q2 2021 | Q3 2023 | 10 |
Equitable Holdings, Inc. | 8 | 2 | 0.00% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 10 |
Cribstone Capital Management, LLC | 10 | 10 | 0.00% | 0.05% | 0.06% | Q3 2020 | Q4 2022 | 10 |
JMG Financial Group, Ltd. | 10 | 10 | 0.02% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Bellwether Advisors, LLC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q1 2023 | 10 |
MONETA GROUP INVESTMENT ADVISORS LLC | 6 | 4 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 10 |
CreativeOne Wealth, LLC | 9 | 1 | 0.02% | 0.02% | 0.04% | Q4 2020 | Q2 2023 | 10 |
Wealth Alliance | 10 | 10 | 0.06% | 0.13% | 0.21% | Q2 2021 | Q3 2023 | 10 |
NORTH AMERICAN MANAGEMENT CORP | 6 | 4 | 0.10% | 0.15% | 0.24% | Q3 2018 | Q1 2021 | 10 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 10 | 10 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2023 | 10 |
ETRADE Capital Management LLC | 10 | 10 | 0.01% | 0.11% | 0.22% | Q2 2018 | Q3 2020 | 10 |
Fort Point Capital Partners LLC | 8 | 2 | 0.03% | 0.06% | 0.13% | Q3 2019 | Q3 2023 | 10 |
CENTRAL TRUST Co | 10 | 10 | 0.00% | 0.05% | 0.08% | Q2 2021 | Q3 2023 | 10 |
Burt Wealth Advisors | 8 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2020 | 10 |
Bartlett & Co. LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q4 2023 | 10 |
PECAUT & CO. | 10 | 10 | 0.07% | 0.09% | 0.10% | Q2 2021 | Q3 2023 | 10 |
CIBC WORLD MARKET INC. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
OLD MISSION CAPITAL LLC | 6 | 1 | 0.03% | 0.20% | 0.53% | Q3 2019 | Q3 2023 | 10 |
Strategic Blueprint, LLC | 10 | 10 | 0.02% | 0.04% | 0.08% | Q2 2021 | Q3 2023 | 10 |
Mercer Investments LLC | 10 | 10 | 1.56% | 1.84% | 2.61% | Q2 2021 | Q3 2023 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.03% | 0.05% | Q2 2018 | Q3 2020 | 10 |
PLANNING ALTERNATIVES LTD /ADV | 10 | 10 | 0.06% | 0.14% | 0.20% | Q2 2021 | Q3 2023 | 10 |
YorkBridge Wealth Partners, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2019 | 10 |
Laird Norton Wetherby Wealth Management, LLC | 10 | 10 | 0.07% | 0.18% | 0.30% | Q2 2021 | Q3 2023 | 10 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 10 | 10 | 0.01% | 0.06% | 0.11% | Q2 2021 | Q3 2023 | 10 |
Simmons Bank | 10 | 10 | 0.05% | 0.10% | 0.14% | Q2 2021 | Q3 2023 | 10 |
Pure Financial Advisors, LLC | 5 | 1 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q4 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.03% | 0.08% | Q1 2021 | Q3 2023 | 10 |
55I, LLC | 10 | 10 | 0.10% | 0.16% | 0.21% | Q2 2020 | Q3 2022 | 10 |
Legacy Financial Advisors, Inc. | 6 | 2 | 0.03% | 0.07% | 0.13% | Q4 2017 | Q4 2020 | 10 |
SigFig Wealth Management, LLC | 10 | 10 | 0.02% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Janney Montgomery Scott LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Onyx Bridge Wealth Group LLC | 6 | 4 | 0.07% | 0.23% | 0.51% | Q1 2021 | Q3 2023 | 10 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 9 | 1 | 0.01% | 0.01% | 0.04% | Q1 2020 | Q3 2023 | 10 |
American Portfolios Advisors | 7 | 3 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2022 | 10 |
B. Riley Wealth Advisors, Inc. | 6 | 4 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Regal Investment Advisors LLC | 10 | 10 | 0.02% | 0.04% | 0.07% | Q2 2021 | Q3 2023 | 10 |
Allworth Financial LP | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 10 |
Ten Capital Wealth Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 9 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 9 | 9 | 0.06% | 0.36% | 0.65% | Q1 2021 | Q1 2023 | 9 |
Wealth Dimensions Group, Ltd. | 9 | 9 | 0.19% | 0.25% | 0.39% | Q3 2021 | Q3 2023 | 9 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q4 2020 | 9 |
BOSTON FINANCIAL MANGEMENT LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Magellan Asset Management Ltd | 9 | 9 | 0.00% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 9 | 9 | 0.01% | 0.03% | 0.08% | Q3 2021 | Q3 2023 | 9 |
Wade Financial Advisory, Inc | 9 | 9 | 0.10% | 0.22% | 0.45% | Q3 2021 | Q3 2023 | 9 |
NewEdge Advisors, LLC | 9 | 9 | 0.01% | 0.04% | 0.11% | Q3 2021 | Q3 2023 | 9 |
OneDigital Investment Advisors LLC | 5 | 2 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 9 |
Bank of New York Mellon Corp | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Stearns Financial Services Group | 9 | 9 | 0.10% | 0.17% | 0.23% | Q3 2018 | Q3 2020 | 9 |
Weil Company, Inc. | 6 | 3 | 0.10% | 0.18% | 0.26% | Q2 2021 | Q3 2023 | 9 |
TRUEFG, LLC | 9 | 9 | 0.11% | 0.13% | 0.15% | Q3 2021 | Q3 2023 | 9 |
First Ascent Asset Management, LLC | 9 | 9 | 0.30% | 0.60% | 0.76% | Q3 2021 | Q3 2023 | 9 |
NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 9 | 9 | 0.21% | 0.38% | 0.58% | Q4 2020 | Q4 2022 | 9 |
Financial Engines Advisors L.L.C. | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
MACQUARIE GROUP LTD | 9 | 9 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q1 2023 | 9 |
Parcion Private Wealth LLC | 7 | 2 | 0.02% | 2.74% | 5.96% | Q1 2021 | Q3 2023 | 9 |
IMPACTfolio, LLC | 9 | 9 | 11.94% | 16.61% | 20.92% | Q4 2021 | Q4 2023 | 9 |
Symmetry Partners, LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q4 2023 | 9 |
HM PAYSON & CO | 3 | 1 | 0.00% | 0.00% | 0.02% | Q2 2019 | Q3 2023 | 9 |
Forefront Analytics, LLC | 5 | 1 | 0.06% | 4.30% | 14.62% | Q1 2020 | Q3 2023 | 9 |
Financial Enhancement Group LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q1 2020 | 9 |
GREAT VALLEY ADVISOR GROUP, INC. | 6 | 3 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q2 2023 | 9 |
Cougar Global Investments Ltd | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2020 | 9 |
COLDSTREAM CAPITAL MANAGEMENT INC | 5 | 4 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 9 |
Renaissance Technologies | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 9 |
AVANTAX ADVISORY SERVICES, INC. | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Global Retirement Partners, LLC | 7 | 1 | 0.01% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 9 |
Heritage Wealth Advisors | 9 | 9 | 0.00% | 0.04% | 0.09% | Q3 2021 | Q3 2023 | 9 |
Braun-Bostich & Associates Inc. | 6 | 3 | 0.01% | 0.07% | 0.42% | Q1 2018 | Q2 2020 | 9 |
Stephens Consulting, LLC | 8 | 8 | 0.05% | 0.12% | 0.22% | Q4 2021 | Q3 2023 | 8 |
Sequoia Financial Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Addison Advisors LLC | 8 | 8 | 0.01% | 0.19% | 0.33% | Q4 2021 | Q3 2023 | 8 |
Valeo Financial Advisors, LLC | 5 | 3 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 8 |
WARNER FINANCIAL, INC | 8 | 8 | 0.16% | 0.19% | 0.21% | Q4 2021 | Q3 2023 | 8 |
ALLIANCEBERNSTEIN L.P. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 8 | 8 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q3 2023 | 8 |
REGATTA CAPITAL GROUP, LLC | 8 | 8 | 0.34% | 0.42% | 0.58% | Q4 2021 | Q3 2023 | 8 |
Mirae Asset Global Investments Co., Ltd. | 8 | 8 | 0.04% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Level Financial Advisors | 8 | 8 | 0.35% | 0.38% | 0.45% | Q4 2021 | Q3 2023 | 8 |
Gradient Investments LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 4 | 4 | 0.04% | 0.05% | 0.07% | Q1 2020 | Q3 2022 | 8 |
Dentgroup LLC | 8 | 8 | 0.42% | 0.49% | 0.73% | Q4 2021 | Q3 2023 | 8 |
Baldrige Asset Management LLC | 8 | 8 | 0.08% | 0.18% | 0.25% | Q2 2021 | Q1 2023 | 8 |
Physician Wealth Advisors, Inc. | 8 | 8 | 0.08% | 0.09% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Money Design Co.,Ltd. | 8 | 8 | 0.00% | 0.99% | 1.23% | Q4 2021 | Q3 2023 | 8 |
PrairieView Partners, LLC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
LifePlan Financial Group, Inc | 8 | 8 | 0.02% | 0.04% | 0.05% | Q4 2018 | Q3 2020 | 8 |
TCWP LLC | 8 | 8 | 0.07% | 0.16% | 0.50% | Q4 2021 | Q3 2023 | 8 |
Tower Research Capital LLC (TRC) | 3 | 1 | 0.00% | 0.00% | 0.04% | Q2 2018 | Q3 2023 | 8 |
Mariner, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Wellesley Investment Partners, LLC | 8 | 8 | 0.14% | 0.16% | 0.22% | Q4 2018 | Q3 2020 | 8 |
Leverty Financial Group, LLC | 8 | 8 | 0.01% | 0.32% | 0.50% | Q4 2021 | Q3 2023 | 8 |
JONES FINANCIAL COMPANIES LLLP | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Morton Brown Family Wealth, LLC | 8 | 8 | 0.14% | 0.24% | 0.31% | Q4 2021 | Q3 2023 | 8 |
Brooklyn FI, LLC | 8 | 8 | 0.55% | 0.83% | 1.34% | Q4 2021 | Q3 2023 | 8 |
CPWM, LLC | 8 | 8 | 0.09% | 0.12% | 0.15% | Q4 2020 | Q3 2022 | 8 |
Topel & Distasi Wealth Management, LLC | 8 | 8 | 0.08% | 0.13% | 0.18% | Q4 2021 | Q3 2023 | 8 |
Gould Capital, LLC | 8 | 8 | 0.06% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Strategic Wealth Partners Group, LLC | 8 | 8 | 0.04% | 0.07% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Morling Financial Advisors, LLC | 8 | 8 | 0.23% | 0.27% | 0.42% | Q4 2021 | Q3 2023 | 8 |
Long Run Wealth Advisors, LLC | 8 | 8 | 0.63% | 0.69% | 0.78% | Q4 2021 | Q3 2023 | 8 |
SWISS RE LTD | 6 | 2 | 0.67% | 3.31% | 11.34% | Q1 2021 | Q1 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Aufman Associates Inc | 8 | 8 | 0.29% | 0.36% | 0.42% | Q4 2021 | Q3 2023 | 8 |
WIT, LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q1 2023 | 8 |
Richard Bernstein Advisors LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 8 |
Mayflower Financial Advisors, LLC | 8 | 8 | 0.01% | 0.02% | 0.05% | Q4 2021 | Q3 2023 | 8 |
GRAND WEALTH MANAGEMENT, LLC | 8 | 8 | 0.08% | 0.09% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.04% | 0.34% | 0.44% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Arbor Investment Advisors, LLC | 8 | 8 | 0.05% | 0.06% | 0.07% | Q4 2020 | Q3 2022 | 8 |
Objective Capital Management, LLC | 8 | 8 | 2.86% | 3.15% | 3.38% | Q4 2021 | Q3 2023 | 8 |
RETIREMENT CAPITAL STRATEGIES | 7 | 1 | 0.13% | 0.33% | 0.61% | Q2 2018 | Q1 2021 | 8 |
HILL ISLAND FINANCIAL LLC | 8 | 8 | 2.44% | 2.62% | 2.87% | Q4 2021 | Q3 2023 | 8 |
SVA Wealth Management, LLC | 8 | 8 | 0.12% | 0.14% | 0.17% | Q1 2019 | Q4 2020 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.02% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Wealth Architects, LLC | 8 | 8 | 0.13% | 0.60% | 0.85% | Q4 2021 | Q3 2023 | 8 |
Mendel Capital Management LLC | 8 | 8 | 0.80% | 0.90% | 0.97% | Q4 2021 | Q3 2023 | 8 |
BLB&B Advisors, LLC | 5 | 3 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 8 |
Warren Street Wealth Advisors, LLC | 8 | 8 | 0.23% | 0.33% | 0.37% | Q4 2021 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Aspire Wealth Management Corp | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
QUEST CAPITAL MANAGEMENT INC /ADV | 8 | 8 | 0.12% | 0.16% | 0.30% | Q1 2020 | Q4 2021 | 8 |
HOWE & RUSLING INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
RTD Financial Advisors, Inc. | 8 | 8 | 0.19% | 0.26% | 0.32% | Q4 2021 | Q3 2023 | 8 |
Pine Haven Investment Counsel, Inc | 8 | 8 | 1.62% | 1.82% | 2.05% | Q4 2021 | Q3 2023 | 8 |
OLIO Financial Planning | 8 | 8 | 0.57% | 0.71% | 0.79% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.12% | 0.14% | 0.30% | Q4 2021 | Q3 2023 | 8 |
Capasso Planning Partners LLC | 8 | 8 | 0.34% | 0.39% | 0.43% | Q4 2021 | Q3 2023 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.03% | 0.11% | 0.19% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.06% | 0.11% | 0.14% | Q3 2021 | Q3 2023 | 8 |
BOKF, NA | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2023 | 7 |
Adero Partners, LLC | 7 | 7 | 0.03% | 0.09% | 0.22% | Q1 2022 | Q3 2023 | 7 |
Homrich & Berg | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2021 | 7 |
MATRIX ASSET ADVISORS INC/NY | 7 | 7 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.01% | 0.03% | 0.06% | Q1 2022 | Q3 2023 | 7 |
EASTERN BANK | 7 | 7 | 0.24% | 0.30% | 0.38% | Q1 2022 | Q3 2023 | 7 |
Disciplined Investments, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 7 |
Chicago Wealth Management, Inc. | 7 | 7 | 0.23% | 0.28% | 0.33% | Q2 2020 | Q4 2021 | 7 |
Acropolis Investment Management, LLC | 6 | 1 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 7 |
NEXT Financial Group, Inc | 6 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q4 2021 | 7 |
Bank of New Hampshire | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Merit Financial Group, LLC | 7 | 7 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Riverwater Partners LLC | 7 | 7 | 0.25% | 0.80% | 1.50% | Q4 2021 | Q2 2023 | 7 |
Horizons Wealth Management | 7 | 7 | 0.16% | 0.17% | 0.19% | Q2 2022 | Q4 2023 | 7 |
Miracle Mile Advisors, LLC | 7 | 7 | 0.02% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Sullivan, Bruyette, Speros & Blaney, LLC | 7 | 7 | 0.02% | 0.05% | 0.08% | Q3 2019 | Q1 2021 | 7 |
Ascent Group, LLC | 7 | 7 | 0.03% | 0.04% | 0.08% | Q4 2021 | Q2 2023 | 7 |
Fingerlakes Wealth Management, Inc. | 7 | 7 | 0.28% | 0.34% | 0.39% | Q1 2022 | Q3 2023 | 7 |
BANK OF HAWAII | 5 | 2 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 7 |
Your Advocates Ltd., LLP | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Omega Financial Group, LLC | 7 | 7 | 0.09% | 0.32% | 0.44% | Q1 2022 | Q3 2023 | 7 |
Regal Wealth Group, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2021 | 7 |
Robertson Stephens Wealth Management, LLC | 7 | 7 | 0.04% | 0.13% | 0.28% | Q1 2022 | Q3 2023 | 7 |
Keystone Financial Services | 7 | 7 | 0.16% | 0.20% | 0.35% | Q4 2021 | Q2 2023 | 7 |
Investors Research Corp | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Silver Oak Advisory Group, Inc. | 4 | 3 | 0.16% | 0.16% | 0.18% | Q4 2021 | Q3 2023 | 7 |
TD Capital Management LLC | 5 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.09% | 0.10% | 0.12% | Q1 2021 | Q4 2022 | 7 |
Keel Point, LLC | 6 | 1 | 0.06% | 0.09% | 0.22% | Q1 2020 | Q3 2023 | 7 |
Trust Co | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Larson Financial Group LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 7 |
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | 7 | 7 | 0.21% | 0.64% | 1.06% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.02% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Avantax Planning Partners, Inc. | 7 | 7 | 0.03% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Armbruster Capital Management, Inc. | 7 | 7 | 0.10% | 0.16% | 0.22% | Q1 2022 | Q3 2023 | 7 |
ETF Portfolio Partners, Inc. | 7 | 7 | 0.09% | 0.10% | 0.11% | Q1 2022 | Q3 2023 | 7 |
Mount Yale Investment Advisors, LLC | 5 | 2 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 7 |
UMB Bank, n.a. | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q1 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.09% | 0.10% | 0.10% | Q2 2022 | Q3 2023 | 6 |
My Legacy Advisors, LLC | 6 | 6 | 0.09% | 0.29% | 0.64% | Q1 2022 | Q2 2023 | 6 |
PALLADIEM, LLC | 4 | 2 | 0.16% | 0.22% | 0.26% | Q3 2021 | Q2 2023 | 6 |
TIAA, FSB | 6 | 6 | 0.08% | 1.02% | 1.29% | Q1 2022 | Q2 2023 | 6 |
SAGE FINANCIAL GROUP INC | 6 | 6 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Facet Wealth, Inc. | 4 | 1 | 0.02% | 0.10% | 0.13% | Q4 2021 | Q3 2023 | 6 |
Smithfield Trust Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Strategic Wealth Partners, Ltd. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
Better Money Decisions, LLC | 6 | 6 | 0.03% | 0.56% | 0.85% | Q1 2021 | Q2 2022 | 6 |
Live Your Vision, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
Columbia Trust Co 01012016 | 5 | 1 | 0.12% | 0.18% | 0.25% | Q2 2020 | Q4 2021 | 6 |
Rockbridge Investment Management, LCC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2021 | 6 |
BROWN ADVISORY INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2022 | 6 |
SIMON QUICK ADVISORS, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Jordan Park Group LLC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 6 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Allianz Asset Management GmbH | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2022 | 6 |
ARGI Investment Services, LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 6 |
Rice Partnership, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Clear Perspectives Financial Planning, LLC | 6 | 6 | 0.02% | 0.08% | 0.11% | Q4 2020 | Q1 2022 | 6 |
Global Trust Asset Management, LLC | 6 | 6 | 0.42% | 0.59% | 0.78% | Q4 2018 | Q1 2020 | 6 |
MV CAPITAL MANAGEMENT, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
MOTCO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
FLOW TRADERS U.S. LLC | 6 | 6 | 0.22% | 0.72% | 1.94% | Q3 2021 | Q4 2022 | 6 |
MUFG Americas Holdings Corp | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
UNIONVIEW, LLC | 6 | 6 | 0.25% | 0.28% | 0.31% | Q2 2022 | Q3 2023 | 6 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
GLENMEDE TRUST CO NA | 4 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2023 | 6 |
Kingsview Wealth Management, LLC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2022 | 6 |
Hanson & Doremus Investment Management | 6 | 6 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q3 2023 | 6 |
SYNOVUS FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2020 | 6 |
FINANCIAL COUNSELORS INC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 6 |
CFM WEALTH PARTNERS LLC | 6 | 6 | 0.37% | 0.45% | 0.51% | Q2 2022 | Q3 2023 | 6 |
LFA - Lugano Financial Advisors SA | 4 | 2 | 0.23% | 0.43% | 0.64% | Q1 2019 | Q3 2020 | 6 |
Tradition Wealth Management, LLC | 6 | 6 | 0.02% | 0.08% | 0.13% | Q4 2020 | Q1 2022 | 6 |
Evergreen Wealth Solutions, LLC | 4 | 2 | 0.22% | 0.27% | 0.39% | Q4 2021 | Q3 2023 | 6 |
Integrated Advisors Network LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Rosenberg Matthew Hamilton | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
REILLY FINANCIAL ADVISORS, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2021 | 6 |
Fund Evaluation Group, LLC | 5 | 1 | 0.26% | 0.33% | 0.48% | Q3 2018 | Q3 2023 | 6 |
LIBRA WEALTH LLC | 6 | 6 | 0.01% | 0.29% | 1.13% | Q2 2022 | Q3 2023 | 6 |
Prime Capital Investment Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2020 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 5 |
TPG Financial Advisors, LLC | 3 | 1 | 0.14% | 0.21% | 0.24% | Q1 2019 | Q1 2021 | 5 |
Nachman Norwood & Parrott, Inc | 5 | 5 | 0.23% | 1.54% | 2.35% | Q2 2020 | Q2 2021 | 5 |
Virtus Investment Advisers, Inc. | 5 | 5 | 1.39% | 2.97% | 4.56% | Q3 2022 | Q3 2023 | 5 |
GeoWealth Management, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 5 |
Ulrich Consultants & Investment Group, LLC | 5 | 5 | 0.38% | 1.33% | 2.14% | Q2 2022 | Q2 2023 | 5 |
Cooper Financial Group | 5 | 5 | 0.05% | 0.07% | 0.08% | Q3 2020 | Q3 2021 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 5 |
Reynders McVeigh Capital Management, LLC | 3 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2023 | 5 |
FIRST FOUNDATION ADVISORS | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Orgel Wealth Management, LLC | 5 | 5 | 0.02% | 0.17% | 0.29% | Q3 2022 | Q3 2023 | 5 |
Crewe Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Grant/GrossMendelsohn, LLC | 5 | 5 | 0.29% | 0.47% | 0.53% | Q1 2021 | Q1 2022 | 5 |
Brio Consultants, LLC | 5 | 5 | 0.21% | 0.25% | 0.28% | Q3 2022 | Q3 2023 | 5 |
Relative Value Partners Group, LLC | 4 | 1 | 0.03% | 0.05% | 0.09% | Q1 2022 | Q3 2023 | 5 |
ATTICUS WEALTH MANAGEMENT, LLC | 3 | 2 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 5 |
Virtus Family Office LLC | 5 | 5 | 1.24% | 1.74% | 2.81% | Q3 2022 | Q3 2023 | 5 |
Ellenbecker Investment Group | 5 | 5 | 0.12% | 0.13% | 0.13% | Q2 2019 | Q2 2020 | 5 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2021 | 5 |
Mutual Advisors, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q2 2022 | 5 |
SVB WEALTH LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 5 |
Paracle Advisors, LLC | 5 | 5 | 0.07% | 0.12% | 0.13% | Q1 2020 | Q1 2021 | 5 |
TUCKER ASSET MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
Venturi Wealth Management, LLC | 3 | 2 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 5 |
TCF National Bank | 3 | 2 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q1 2021 | 5 |
WealthTrust Fairport, LLC | 5 | 5 | 0.01% | 0.04% | 0.06% | Q1 2018 | Q1 2019 | 5 |
Spotlight Asset Group, Inc. | 4 | 1 | 0.09% | 0.10% | 0.12% | Q4 2019 | Q1 2021 | 5 |
MONEY CONCEPTS CAPITAL CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
SHINE INVESTMENT ADVISORY SERVICES INC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2020 | 5 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 5 | 5 | 0.03% | 0.03% | 0.05% | Q3 2022 | Q3 2023 | 5 |
PFM Asset Management LLC | 5 | 5 | 0.07% | 0.20% | 0.26% | Q3 2020 | Q3 2021 | 5 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2020 | 5 |
TRUE Private Wealth Advisors | 5 | 5 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q4 2020 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Argent Trust Co | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
MA Private Wealth | 5 | 5 | 0.06% | 0.10% | 0.12% | Q3 2022 | Q3 2023 | 5 |
Avestar Capital, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2019 | 5 |
tru Independence LLC | 2 | 1 | 0.03% | 0.13% | 0.46% | Q2 2020 | Q4 2021 | 5 |
Main Street Financial Solutions, LLC | 5 | 5 | 0.05% | 0.06% | 0.07% | Q4 2020 | Q4 2021 | 5 |
JFG Wealth Management, LLC | 4 | 4 | 0.19% | 0.20% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Prostatis Group LLC | 3 | 1 | 1.44% | 2.44% | 3.01% | Q1 2021 | Q4 2022 | 4 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 4 |
BEACON FINANCIAL PLANNING, INC | 4 | 4 | 0.32% | 0.34% | 0.35% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.04% | 0.08% | 0.15% | Q4 2022 | Q3 2023 | 4 |
FLAGSTAR ADVISORS INC | 3 | 1 | 0.04% | 0.07% | 0.09% | Q3 2021 | Q1 2023 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.26% | 0.31% | 0.39% | Q4 2022 | Q3 2023 | 4 |
Ameraudi Asset Management, Inc. | 4 | 4 | 0.25% | 0.28% | 0.29% | Q4 2022 | Q3 2023 | 4 |
Global Wealth Strategies & Associates | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Integris Wealth Management, LLC | 4 | 4 | 1.01% | 1.08% | 1.14% | Q4 2022 | Q3 2023 | 4 |
HF Advisory Group, LLC | 4 | 4 | 0.34% | 0.40% | 0.43% | Q4 2022 | Q3 2023 | 4 |
SJS Investment Consulting Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 4 |
Mill Creek Capital Advisors, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
DDFG, Inc | 4 | 4 | 0.09% | 0.09% | 0.11% | Q4 2022 | Q3 2023 | 4 |
BRR OpCo, LLC | 4 | 4 | 0.03% | 0.05% | 0.06% | Q4 2021 | Q3 2022 | 4 |
Chicago Partners Investment Group LLC | 4 | 4 | 0.01% | 0.03% | 0.06% | Q4 2022 | Q3 2023 | 4 |
TFO Wealth Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
CAPITAL ONE FINANCIAL CORP | 4 | 4 | 0.03% | 0.05% | 0.06% | Q1 2020 | Q4 2020 | 4 |
Rede Wealth, LLC | 4 | 4 | 0.14% | 0.15% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Stonebridge Financial Planning Group, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q4 2021 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Moss Adams Wealth Advisors LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Castle Rock Wealth Management, LLC | 2 | 1 | 0.10% | 0.12% | 0.14% | Q2 2020 | Q3 2021 | 4 |
Lindbrook Capital, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2022 | 4 |
Cassady Schiller Wealth Management, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Pioneer Wealth Management Group | 4 | 4 | 0.69% | 0.81% | 0.87% | Q4 2022 | Q3 2023 | 4 |
Revolve Wealth Partners, LLC | 4 | 4 | 0.09% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Milestone Investment Advisors LLC | 4 | 4 | 0.10% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Watson Rebecca | 4 | 4 | 0.17% | 0.23% | 0.27% | Q4 2019 | Q3 2020 | 4 |
Round Rock Advisors, LLC | 3 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q3 2023 | 4 |
LWS Wealth Advisors, Inc. | 3 | 1 | 0.09% | 0.10% | 0.10% | Q1 2022 | Q3 2023 | 4 |
Live Oak Investment Partners | 4 | 4 | 0.01% | 0.07% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Edge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 4 |
Newbridge Financial Services Group, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
SNS Financial Group, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
FORTE CAPITAL LLC /ADV | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Stratos Wealth Advisors, LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 4 |
Richard P Slaughter Associates Inc | 4 | 4 | 0.06% | 0.09% | 0.11% | Q1 2023 | Q4 2023 | 4 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 4 |
Hemington Wealth Management | 4 | 4 | 0.17% | 0.18% | 0.19% | Q4 2022 | Q3 2023 | 4 |
Shira Ridge Wealth Management | 4 | 4 | 4.41% | 4.54% | 4.68% | Q4 2022 | Q3 2023 | 4 |
Coulter & Justus Financial Services, LLC | 4 | 4 | 0.18% | 0.20% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Shepherd Financial Partners LLC | 4 | 4 | 0.14% | 0.16% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Talisman Wealth Advisors LLC | 4 | 4 | 0.44% | 0.49% | 0.53% | Q4 2022 | Q3 2023 | 4 |
PRESILIUM PRIVATE WEALTH, LLC | 4 | 4 | 0.10% | 0.13% | 0.20% | Q4 2022 | Q3 2023 | 4 |
All Season Financial Advisors, Inc. | 4 | 4 | 0.48% | 0.58% | 0.69% | Q4 2022 | Q3 2023 | 4 |
Sharper & Granite LLC | 4 | 4 | 0.28% | 0.30% | 0.32% | Q4 2022 | Q3 2023 | 4 |
MOLLER WEALTH PARTNERS | 4 | 4 | 0.07% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Apollon Wealth Management, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Advisory Alpha, LLC | 2 | 1 | 0.00% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 4 |
Spartan Planning & Wealth Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Marcum Wealth, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Koesten, Hirschmann & Crabtree, INC. | 4 | 4 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Veracity Capital LLC | 4 | 4 | 0.12% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Aprio Wealth Management, LLC | 4 | 4 | 0.13% | 0.19% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Carr Financial Group Corp | 4 | 4 | 0.23% | 0.37% | 0.50% | Q4 2022 | Q3 2023 | 4 |
RFG Advisory, LLC | 3 | 3 | 0.02% | 0.03% | 0.05% | Q3 2021 | Q1 2022 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.03% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 3 |
Centurion Wealth Management LLC | 3 | 3 | 0.11% | 0.12% | 0.15% | Q1 2023 | Q3 2023 | 3 |
Grace Capital | 3 | 3 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q2 2020 | 3 |
MONECO Advisors, LLC | 3 | 3 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q3 2023 | 3 |
West Wealth Group, LLC | 2 | 1 | 0.10% | 0.11% | 0.14% | Q4 2021 | Q2 2023 | 3 |
Smart Portfolios, LLC | 3 | 3 | 0.20% | 0.27% | 0.40% | Q3 2021 | Q1 2022 | 3 |
Fiduciary Trust Co International of Pennsylvania | 2 | 1 | 0.12% | 0.14% | 0.14% | Q2 2019 | Q1 2020 | 3 |
Financial Gravity Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
PATHSTONE FAMILY OFFICE, LLC | 2 | 1 | 0.00% | 0.04% | 0.10% | Q4 2017 | Q3 2023 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 3 |
Bradley & Co. Private Wealth Management, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2021 | Q3 2021 | 3 |
Rehmann Capital Advisory Group | 2 | 1 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q4 2022 | 3 |
NewEdge Wealth, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 3 |
DFPG INVESTMENTS, LLC | 3 | 3 | 0.04% | 0.07% | 0.09% | Q1 2023 | Q3 2023 | 3 |
JSF Financial, LLC | 2 | 1 | 0.08% | 0.10% | 0.12% | Q1 2022 | Q3 2023 | 3 |
Leelyn Smith, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Stegent Equity Advisors, Inc. | 3 | 3 | 0.24% | 0.27% | 0.32% | Q4 2021 | Q2 2022 | 3 |
CVA Family Office, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.65% | 0.66% | 0.66% | Q1 2023 | Q3 2023 | 3 |
Western Wealth Management, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2022 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 1.91% | 1.98% | 2.06% | Q1 2023 | Q3 2023 | 3 |
Windham Capital Management, LLC | 3 | 3 | 0.45% | 0.45% | 0.46% | Q1 2023 | Q3 2023 | 3 |
Stuart Chaussee & Associates, Inc. | 3 | 3 | 0.04% | 0.10% | 0.22% | Q3 2017 | Q1 2018 | 3 |
BRIGHTON JONES LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Partnervest Advisory Services LLC | 3 | 3 | 0.13% | 0.14% | 0.15% | Q1 2020 | Q3 2020 | 3 |
Karp Capital Management Corp | 3 | 3 | 0.05% | 0.08% | 0.10% | Q1 2022 | Q3 2022 | 3 |
Curtis Advisory Group, LLC | 3 | 3 | 0.08% | 0.15% | 0.19% | Q1 2023 | Q3 2023 | 3 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 3 |
Laurel Wealth Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
CHOREO, LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Capital CS Group, LLC | 3 | 3 | 0.33% | 0.50% | 0.81% | Q2 2021 | Q4 2021 | 3 |
Qube Research & Technologies Ltd | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 3 |
ABLE Financial Group, LLC | 3 | 3 | 0.15% | 0.17% | 0.19% | Q1 2023 | Q3 2023 | 3 |
Prestige Wealth Management Group LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Alpha Omega Wealth Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Fiduciary Planning LLC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q3 2020 | Q1 2021 | 3 |
Freestone Capital Holdings, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q4 2021 | 3 |
Ruedi Wealth Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
BNP PARIBAS FINANCIAL MARKETS | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Root Financial Partners, LLC | 3 | 3 | 0.12% | 0.15% | 0.18% | Q1 2023 | Q3 2023 | 3 |
Centerpoint Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
WIPFLI FINANCIAL ADVISORS LLC, | 3 | 3 | 0.01% | 0.04% | 0.07% | Q1 2022 | Q3 2022 | 3 |
LGT Financial Advisors LLC | 2 | 1 | 0.07% | 0.09% | 0.12% | Q4 2022 | Q3 2023 | 3 |
NorthLanding Financial Partners, LLC | 3 | 3 | 0.39% | 0.48% | 0.54% | Q3 2022 | Q1 2023 | 3 |
Modera Wealth Management, LLC | 2 | 1 | 0.01% | 0.16% | 0.24% | Q2 2022 | Q3 2023 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Crestone Asset Management LLC | 3 | 3 | 0.12% | 0.14% | 0.15% | Q4 2021 | Q2 2022 | 3 |
GPS Wealth Strategies Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
High Falls Advisors, Inc | 3 | 3 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q2 2022 | 3 |
West Coast Financial LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
GSB Wealth Management, LLC | 3 | 3 | 0.23% | 0.24% | 0.24% | Q1 2022 | Q3 2022 | 3 |
Flagship Private Wealth, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q2 2021 | 3 |
RPG Investment Advisory, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
First Allied Advisory Services, Inc. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2020 | 3 |
Tyler-Stone Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
TRANSCEND CAPITAL ADVISORS, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
Capital One Investing, Inc. | 1 | 1 | 0.05% | 0.05% | 0.06% | Q1 2019 | Q3 2019 | 2 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.04% | 0.09% | Q4 2020 | Q3 2022 | 2 |
L & S Advisors Inc | 2 | 2 | 0.05% | 0.11% | 0.17% | Q1 2023 | Q2 2023 | 2 |
Estate Counselors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 2 |
Spectrum Planning & Advisory Services Inc. | 2 | 2 | 0.22% | 0.22% | 0.22% | Q3 2021 | Q4 2021 | 2 |
Destiny Wealth Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Pinnacle Advisory Group, Inc. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q1 2021 | 2 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q1 2023 | 2 |
BREMER TRUST NATIONAL ASSOCIATION | 2 | 2 | 0.04% | 0.05% | 0.05% | Q3 2018 | Q4 2018 | 2 |
Heritage Trust Co | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
LIBERTY WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Arkos Global Advisors | 2 | 2 | 0.08% | 0.10% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Dunhill Financial, LLC | 2 | 2 | 13.02% | 13.49% | 13.97% | Q2 2023 | Q3 2023 | 2 |
Cornerstone Advisory, LLC | 1 | 1 | 0.00% | 0.04% | 0.07% | Q1 2018 | Q4 2021 | 2 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q4 2022 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Wagner Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 2 |
Optiver Holding B.V. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
M. Kulyk & Associates, LLC | 2 | 2 | 0.23% | 0.26% | 0.28% | Q4 2020 | Q1 2021 | 2 |
Great Diamond Partners, LLC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Parkside Financial Bank & Trust | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Congress Wealth Management LLC / DE / | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Mission Creek Capital Partners, Inc. | 2 | 2 | 0.38% | 0.44% | 0.50% | Q2 2023 | Q3 2023 | 2 |
Dragon Financial & Investment Group, LLC | 2 | 2 | 0.36% | 0.49% | 0.61% | Q2 2018 | Q3 2018 | 2 |
HC FINANCIAL ADVISORS INC | 2 | 2 | 0.18% | 0.25% | 0.33% | Q1 2022 | Q2 2022 | 2 |
Eagle Bay Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Oakworth Capital, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
TOWNSQUARE CAPITAL LLC | 1 | 1 | 0.00% | 0.05% | 0.10% | Q2 2019 | Q3 2023 | 2 |
BB&T SECURITIES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Archer Investment Corp | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
NWAM LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2022 | 2 |
Watermark Asset Management, Inc. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q4 2018 | 2 |
Glassman Wealth Services | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Falcon Wealth Planning | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
MFA WEALTH ADVISORS, LLC | 2 | 2 | 0.33% | 0.36% | 0.39% | Q1 2020 | Q2 2020 | 2 |
Metis Global Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Frontier Wealth Management LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q4 2019 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
SEAVIEW INVESTMENT MANAGERS LLC | 2 | 2 | 0.09% | 0.42% | 0.74% | Q3 2021 | Q4 2021 | 2 |
ICA Group Wealth Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 2 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q1 2023 | 2 |
Millburn Ridgefield Corp | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
HBC Financial Services, PLLC | 2 | 2 | 0.00% | 0.02% | 0.04% | Q2 2022 | Q3 2022 | 2 |
WEDBUSH SECURITIES INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Princeton Global Asset Management LLC | 2 | 2 | 0.55% | 0.76% | 0.97% | Q1 2020 | Q2 2020 | 2 |
Hoxton Planning & Management, LLC | 2 | 2 | 0.15% | 0.18% | 0.21% | Q4 2022 | Q1 2023 | 2 |
Destination Wealth Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Values Added Financial LLC | 2 | 2 | 1.20% | 1.25% | 1.30% | Q2 2023 | Q3 2023 | 2 |
Annapolis Financial Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
ST GERMAIN D J CO INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q4 2023 | 2 |
FARMERS & MERCHANTS INVESTMENTS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Prospera Financial Services Inc | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2022 | 2 |
AI Financial Services LLC | 2 | 2 | 0.35% | 0.35% | 0.36% | Q2 2019 | Q3 2019 | 2 |
Johnson Financial Group, Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Maxim Capital Management LLC | 2 | 2 | 0.24% | 0.27% | 0.30% | Q1 2020 | Q2 2020 | 2 |
Idaho Trust Bank | 2 | 2 | 0.30% | 0.31% | 0.31% | Q2 2023 | Q3 2023 | 2 |
Inscription Capital, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Beacon Pointe Wealth Advisors, LLC | 2 | 2 | 0.09% | 0.11% | 0.12% | Q3 2019 | Q4 2019 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Magnus Financial Group LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q1 2023 | Q2 2023 | 2 |
TD Waterhouse Canada Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
TOMPKINS FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
CREDIT SUISSE AG/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 2 |
Meristem Family Wealth, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
BARCLAYS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 2 |
Brewster Financial Planning LLC | 2 | 2 | 0.47% | 0.47% | 0.48% | Q2 2023 | Q3 2023 | 2 |
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 1 | 1 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 2 |
Abundance Wealth Counselors | 1 | 1 | 0.02% | 0.04% | 0.06% | Q1 2021 | Q4 2022 | 2 |
CABOT WEALTH MANAGEMENT INC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q1 2018 | 2 |
D. SCOTT NEAL, INC. | 2 | 2 | 0.20% | 0.20% | 0.21% | Q2 2023 | Q3 2023 | 2 |
Oxler Private Wealth LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Coastline Trust Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Diversified, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Northland Capital Management LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2023 | Q1 2023 | 1 |
Mainsail Financial Group, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
EATON VANCE MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
DUBUQUE BANK & TRUST CO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
UBS ASSET MANAGEMENT AMERICAS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q4 2018 | 1 |
Lakewood Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 1.20% | 1.20% | 1.20% | Q3 2023 | Q3 2023 | 1 |
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2021 | Q4 2021 | 1 |
BerganKDV Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Northwest Capital Management Inc | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2021 | Q3 2021 | 1 |
CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
HAZLETT, BURT & WATSON, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2022 | Q2 2022 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Ritter Daniher Financial Advisory LLC / DE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Regis Management CO LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Koshinski Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Kore Private Wealth LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Asset Planning Services, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Fieldpoint Private Securities, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Commonwealth Equity Services, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Morningstar Investment Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Creative Capital Management Investments LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
WCG Wealth Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Equita Financial Network, Inc. | 1 | 1 | 0.55% | 0.55% | 0.55% | Q3 2023 | Q3 2023 | 1 |
F3Logic, LLC | 1 | 1 | 0.88% | 0.88% | 0.88% | Q3 2020 | Q3 2020 | 1 |
Nalls Sherbakoff Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
ELM ADVISORS, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Northstar Advisory Group, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2021 | Q3 2021 | 1 |
OPPENHEIMER ASSET MANAGEMENT INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Per Stirling Capital Management, LLC. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2022 | Q4 2022 | 1 |
MGO ONE SEVEN LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2019 | Q4 2019 | 1 |
Aries Wealth Management | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Avior Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
GOFEN & GLOSSBERG LLC /IL/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
FIRST CITIZENS BANK & TRUST CO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Journey Advisory Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Premia Global Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
ARQ WEALTH ADVISORS, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Ipsen Advisor Group LLC | 1 | 1 | 2.08% | 2.08% | 2.08% | Q4 2022 | Q4 2022 | 1 |
EVERGREEN CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Shilanski & Associates, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2022 | Q3 2022 | 1 |
New Harbor Financial Group, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
WNY Asset Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Financial Connections Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
XML Financial, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Field & Main Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
LITTLE HOUSE CAPITAL LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q2 2020 | Q2 2020 | 1 |
Integrated Investment Consultants, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
BBR PARTNERS, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Pallas Capital Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Steinberg Global Asset Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
Cardinal Strategic Wealth Guidance | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Traynor Capital Management, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
WASHINGTON TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
PSI Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WASHINGTON TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Curi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Tri-Star Advisors Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2020 | Q2 2020 | 1 |
Aquire Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
DT Investment Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Burleson & Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
COMERICA BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
WBH ADVISORY INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
New England Professional Planning Group Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2019 | Q4 2019 | 1 |
Kozak & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
KLR INVESTMENT ADVISORS, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2022 | Q4 2022 | 1 |
Copperleaf Capital, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2023 | Q2 2023 | 1 |
CHERRYDALE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2022 | Q2 2022 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2020 | Q4 2020 | 1 |
West Branch Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Compass Ion Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
RMR Wealth Builders | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
EVOKE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
NVWM, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q3 2023 | Q3 2023 | 1 |
Buck Wealth Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Orin Green Financial, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
CWS Financial Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
Karn, Couzens & Associates, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2022 | Q1 2022 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.