Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 14 | 9 | 2.22% | 7.03% | 13.01% | Q4 2017 | Q3 2023 | 23 |
BlackRock Inc. | 17 | 5 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 22 |
Charles Schwab Investment Advisory, Inc. | 22 | 22 | 0.03% | 0.14% | 0.58% | Q2 2018 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 21 |
Focused Wealth Management, Inc | 21 | 21 | 0.00% | 0.31% | 3.19% | Q3 2018 | Q3 2023 | 21 |
ERTS Wealth Advisors, LLC | 20 | 20 | 4.77% | 8.85% | 12.81% | Q4 2018 | Q3 2023 | 20 |
SECURIAN ASSET MANAGEMENT, INC | 20 | 20 | 0.07% | 0.09% | 0.12% | Q4 2018 | Q3 2023 | 20 |
AdvisorNet Financial, Inc | 20 | 20 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 20 |
Baltimore-Washington Financial Advisors, Inc. | 20 | 20 | 0.03% | 0.21% | 0.31% | Q4 2018 | Q3 2023 | 20 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 20 | 0.00% | 0.05% | 0.11% | Q4 2018 | Q3 2023 | 20 |
UBS Group AG | 19 | 1 | 0.00% | 0.08% | 0.26% | Q2 2018 | Q3 2023 | 20 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 20 | 20 | 0.27% | 0.84% | 1.40% | Q4 2018 | Q3 2023 | 20 |
Kohmann Bosshard Financial Services, LLC | 20 | 20 | 0.06% | 0.13% | 0.19% | Q4 2018 | Q3 2023 | 20 |
WELLS FARGO & COMPANY/MN | 19 | 19 | 0.00% | 0.12% | 0.30% | Q1 2019 | Q3 2023 | 19 |
US BANCORP \DE\ | 19 | 19 | 0.00% | 0.03% | 0.05% | Q1 2019 | Q3 2023 | 19 |
ROYAL BANK OF CANADA | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Rockefeller Capital Management L.P. | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
BANK OF AMERICA CORP /DE/ | 19 | 19 | 0.04% | 0.07% | 0.10% | Q1 2019 | Q3 2023 | 19 |
MORGAN STANLEY | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Cambridge Investment Research Advisors, Inc. | 19 | 19 | 0.00% | 0.03% | 0.08% | Q1 2019 | Q3 2023 | 19 |
THRIVENT FINANCIAL FOR LUTHERANS | 19 | 19 | 0.00% | 0.08% | 0.40% | Q1 2019 | Q3 2023 | 19 |
LPL Financial LLC | 18 | 18 | 0.00% | 0.40% | 0.77% | Q2 2019 | Q3 2023 | 18 |
Neuberger Berman Group LLC | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
WHITTIER TRUST CO OF NEVADA INC | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
NAPLES GLOBAL ADVISORS, LLC | 18 | 18 | 0.21% | 0.28% | 0.34% | Q2 2019 | Q3 2023 | 18 |
WEALTHSOURCE PARTNERS, LLC | 18 | 18 | 0.07% | 0.24% | 0.60% | Q2 2019 | Q3 2023 | 18 |
MONETA GROUP INVESTMENT ADVISORS LLC | 18 | 18 | 0.11% | 0.17% | 0.25% | Q2 2019 | Q3 2023 | 18 |
Sigma Planning Corp | 18 | 18 | 0.01% | 0.03% | 0.16% | Q2 2019 | Q3 2023 | 18 |
Private Advisor Group, LLC | 17 | 17 | 0.00% | 0.03% | 0.06% | Q3 2019 | Q3 2023 | 18 |
AMERIPRISE FINANCIAL INC | 16 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 18 |
Steward Partners Investment Advisory, LLC | 18 | 18 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 18 |
FMR LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
WHITTIER TRUST CO | 18 | 18 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 18 |
COMMONWEALTH EQUITY SERVICES, LLC | 18 | 18 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q3 2023 | 18 |
JPMORGAN CHASE & CO | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
CWM, LLC | 10 | 8 | 0.24% | 0.29% | 0.42% | Q1 2019 | Q3 2023 | 18 |
Investors Research Corp | 18 | 18 | 0.00% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
Stratos Wealth Partners, LTD. | 17 | 17 | 0.01% | 0.06% | 0.08% | Q3 2019 | Q3 2023 | 17 |
BLAIR WILLIAM & CO/IL | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
Patriot Financial Group Insurance Agency, LLC | 17 | 17 | 0.00% | 0.05% | 0.10% | Q1 2019 | Q1 2023 | 17 |
Cornerstone Management, Inc. | 17 | 17 | 0.79% | 1.10% | 1.32% | Q3 2019 | Q3 2023 | 17 |
IFP Advisors, Inc | 17 | 17 | 0.00% | 0.01% | 0.04% | Q3 2019 | Q3 2023 | 17 |
PRIVATE TRUST CO NA | 17 | 17 | 0.02% | 0.09% | 0.18% | Q3 2019 | Q3 2023 | 17 |
Charles Schwab Trust Co | 17 | 17 | 0.04% | 0.34% | 1.79% | Q3 2019 | Q3 2023 | 17 |
Global Retirement Partners, LLC | 9 | 7 | 0.01% | 0.26% | 0.52% | Q3 2019 | Q3 2023 | 16 |
ASSETMARK, INC | 16 | 16 | 0.06% | 0.37% | 1.31% | Q4 2019 | Q3 2023 | 16 |
Capital Investment Advisory Services, LLC | 16 | 16 | 0.00% | 0.03% | 0.08% | Q4 2019 | Q3 2023 | 16 |
Citadel Advisors | 5 | 1 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q1 2023 | 16 |
Morningstar Investment Services LLC | 16 | 16 | 0.28% | 0.70% | 1.00% | Q4 2019 | Q3 2023 | 16 |
JANE STREET GROUP, LLC | 9 | 1 | 0.00% | 0.03% | 0.19% | Q4 2017 | Q3 2023 | 16 |
DEUTSCHE BANK AG\ | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Gilbert & Cook, Inc. | 16 | 16 | 0.04% | 0.10% | 0.28% | Q4 2019 | Q3 2023 | 16 |
RAYMOND JAMES & ASSOCIATES | 16 | 16 | 0.00% | 0.35% | 0.47% | Q4 2019 | Q3 2023 | 16 |
CreativeOne Wealth, LLC | 16 | 16 | 0.04% | 0.18% | 0.36% | Q4 2019 | Q3 2023 | 16 |
ALPS ADVISORS INC | 15 | 15 | 0.04% | 0.10% | 0.21% | Q1 2020 | Q3 2023 | 15 |
Equitable Holdings, Inc. | 15 | 15 | 0.01% | 0.10% | 0.22% | Q1 2020 | Q3 2023 | 15 |
FIFTH THIRD BANCORP | 11 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 15 |
HOHIMER WEALTH MANAGEMENT, LLC | 15 | 15 | 0.21% | 2.36% | 5.24% | Q1 2020 | Q3 2023 | 15 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 15 | 15 | 0.01% | 0.03% | 0.12% | Q1 2020 | Q3 2023 | 15 |
Manning & Napier Group, LLC | 15 | 15 | 0.00% | 0.02% | 0.05% | Q1 2020 | Q3 2023 | 15 |
CAPTRUST FINANCIAL ADVISORS | 15 | 15 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2023 | 15 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Clark Capital Management Group, Inc. | 13 | 2 | 0.01% | 0.42% | 1.76% | Q1 2019 | Q3 2023 | 15 |
Larson Financial Group LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
First Horizon Advisors, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Geneos Wealth Management Inc. | 15 | 15 | 0.00% | 0.02% | 0.17% | Q1 2020 | Q3 2023 | 15 |
Aspire Private Capital, LLC | 13 | 2 | 0.00% | 0.03% | 0.27% | Q4 2019 | Q3 2023 | 15 |
RFG Advisory, LLC | 7 | 1 | 0.02% | 0.13% | 0.90% | Q4 2018 | Q3 2023 | 15 |
Orion Portfolio Solutions, LLC | 13 | 2 | 0.00% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 15 |
Archer Investment Corp | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.03% | 0.06% | 0.15% | Q1 2020 | Q3 2023 | 15 |
CLIENT 1ST ADVISORY GROUP, LLC | 15 | 15 | 0.11% | 0.37% | 1.07% | Q4 2019 | Q2 2023 | 15 |
MML INVESTORS SERVICES, LLC | 15 | 15 | 0.01% | 0.03% | 0.07% | Q1 2020 | Q3 2023 | 15 |
Clearstead Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
GOLDMAN SACHS GROUP INC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
CITIGROUP INC | 15 | 15 | 0.00% | 0.03% | 0.09% | Q1 2020 | Q3 2023 | 15 |
AMERICAN CENTURY COMPANIES INC | 15 | 15 | 0.03% | 0.04% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Integrated Wealth Concepts LLC | 14 | 14 | 0.01% | 0.18% | 0.48% | Q3 2019 | Q4 2022 | 14 |
PARK AVENUE SECURITIES LLC | 13 | 1 | 0.01% | 0.02% | 0.08% | Q1 2020 | Q3 2023 | 14 |
Alaska Permanent Fund Corp | 12 | 2 | 2.11% | 3.84% | 6.61% | Q1 2020 | Q3 2023 | 14 |
Raymond James Financial Services Advisors, Inc. | 14 | 14 | 0.01% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 14 |
RAYMOND JAMES TRUST N.A. | 14 | 14 | 0.15% | 0.18% | 0.20% | Q2 2020 | Q3 2023 | 14 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 14 | 0.00% | 0.02% | 0.06% | Q2 2020 | Q3 2023 | 14 |
VICUS CAPITAL | 14 | 14 | 0.04% | 0.14% | 0.22% | Q2 2020 | Q3 2023 | 14 |
Stadion Money Management, LLC | 14 | 14 | 0.04% | 0.06% | 0.10% | Q4 2017 | Q1 2021 | 14 |
Wakefield Asset Management LLLP | 14 | 14 | 0.16% | 0.17% | 0.20% | Q2 2020 | Q3 2023 | 14 |
Avidian Wealth Solutions, LLC | 14 | 14 | 0.08% | 0.30% | 0.46% | Q2 2020 | Q3 2023 | 14 |
Venture Visionary Partners LLC | 13 | 1 | 0.02% | 0.09% | 0.17% | Q4 2019 | Q3 2023 | 14 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 14 | 14 | 0.00% | 2.09% | 2.78% | Q2 2020 | Q3 2023 | 14 |
Harbour Capital Advisors, LLC | 14 | 14 | 0.11% | 0.34% | 0.50% | Q4 2019 | Q1 2023 | 14 |
AE Wealth Management LLC | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
STIFEL FINANCIAL CORP | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Sound Income Strategies, LLC | 11 | 2 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 13 |
COMERICA BANK | 12 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 13 |
HOWE & RUSLING INC | 13 | 13 | 0.05% | 0.74% | 1.12% | Q3 2020 | Q3 2023 | 13 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
American Portfolios Advisors | 13 | 13 | 0.00% | 0.04% | 0.09% | Q3 2019 | Q3 2022 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.02% | 0.06% | 0.17% | Q3 2020 | Q3 2023 | 13 |
Parallel Advisors, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Columbus Macro, LLC | 13 | 13 | 0.09% | 0.12% | 0.17% | Q4 2018 | Q4 2021 | 13 |
JONES FINANCIAL COMPANIES LLLP | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
TSFG, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2022 | 13 |
MERCER GLOBAL ADVISORS INC /ADV | 13 | 13 | 0.02% | 0.07% | 0.12% | Q3 2020 | Q3 2023 | 13 |
PNC FINANCIAL SERVICES GROUP, INC. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Bank of New York Mellon Corp | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Donoghue Forlines LLC | 12 | 12 | 0.26% | 1.83% | 3.68% | Q4 2020 | Q3 2023 | 12 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 12 | 12 | 0.10% | 0.36% | 0.68% | Q4 2020 | Q3 2023 | 12 |
CAPE COD FIVE CENTS SAVINGS BANK | 11 | 1 | 0.02% | 1.44% | 2.31% | Q3 2020 | Q3 2023 | 12 |
V Wealth Advisors LLC | 9 | 3 | 0.08% | 0.19% | 0.24% | Q2 2019 | Q2 2022 | 12 |
TRUIST FINANCIAL CORP | 12 | 12 | 0.01% | 0.06% | 0.12% | Q4 2020 | Q3 2023 | 12 |
PFG Advisors | 9 | 3 | 0.02% | 0.04% | 0.08% | Q3 2020 | Q3 2023 | 12 |
Western Wealth Management, LLC | 8 | 4 | 0.02% | 0.12% | 0.25% | Q3 2019 | Q3 2022 | 12 |
Baird Financial Group, Inc. | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Vestmark Advisory Solutions, Inc. | 12 | 12 | 0.01% | 0.09% | 0.26% | Q4 2020 | Q3 2023 | 12 |
ALLSTATE CORP | 12 | 12 | 1.81% | 3.39% | 6.46% | Q4 2020 | Q3 2023 | 12 |
MACKENZIE FINANCIAL CORP | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Leelyn Smith, LLC | 9 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.02% | 0.05% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Adams Wealth Management | 11 | 1 | 0.04% | 0.19% | 0.33% | Q3 2020 | Q3 2023 | 12 |
Ellevest, Inc. | 12 | 12 | 0.17% | 0.19% | 0.21% | Q4 2020 | Q3 2023 | 12 |
Chesapeake Wealth Management | 12 | 12 | 0.72% | 1.53% | 1.75% | Q4 2020 | Q3 2023 | 12 |
Cetera Advisor Networks LLC | 11 | 1 | 0.00% | 0.02% | 0.05% | Q2 2020 | Q3 2023 | 12 |
Unison Advisors LLC | 12 | 12 | 0.07% | 0.16% | 0.26% | Q4 2020 | Q3 2023 | 12 |
FOUNDERS FINANCIAL SECURITIES LLC | 12 | 12 | 0.47% | 0.69% | 1.06% | Q4 2020 | Q3 2023 | 12 |
BEACON FINANCIAL GROUP | 12 | 12 | 0.05% | 0.10% | 0.18% | Q4 2020 | Q3 2023 | 12 |
Fisher Asset Management, LLC | 7 | 5 | 0.00% | 0.23% | 0.53% | Q2 2020 | Q3 2023 | 12 |
Gradient Investments LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 12 |
TUCKER ASSET MANAGEMENT LLC | 12 | 12 | 0.00% | 0.00% | 0.03% | Q4 2020 | Q3 2023 | 12 |
BerganKDV Wealth Management, LLC | 10 | 1 | 0.00% | 0.30% | 0.46% | Q2 2020 | Q2 2023 | 11 |
Betterment LLC | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Creative Planning | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
NewEdge Advisors, LLC | 10 | 1 | 0.01% | 0.03% | 0.08% | Q4 2020 | Q3 2023 | 11 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 11 | 11 | 0.06% | 0.17% | 0.41% | Q1 2021 | Q3 2023 | 11 |
Piscataqua Savings Bank | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Capital Analysts, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Financial Advocates Investment Management | 11 | 11 | 0.02% | 0.05% | 0.10% | Q4 2019 | Q2 2022 | 11 |
LexAurum Advisors, LLC | 11 | 11 | 0.09% | 0.12% | 0.15% | Q3 2019 | Q1 2022 | 11 |
Marcum Wealth, LLC | 11 | 11 | 0.15% | 0.19% | 0.30% | Q1 2021 | Q3 2023 | 11 |
Pointe Capital Management LLC | 11 | 11 | 0.23% | 1.20% | 1.42% | Q1 2021 | Q3 2023 | 11 |
B. Riley Wealth Advisors, Inc. | 10 | 1 | 0.01% | 0.02% | 0.12% | Q1 2020 | Q4 2022 | 11 |
NORTHERN TRUST CORP | 11 | 11 | 0.00% | 0.06% | 0.23% | Q1 2021 | Q3 2023 | 11 |
Janney Montgomery Scott LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
VALLEY NATIONAL ADVISERS INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 11 |
HYA Advisors, Inc | 11 | 11 | 0.34% | 0.54% | 0.72% | Q4 2019 | Q2 2022 | 11 |
Apollon Wealth Management, LLC | 11 | 11 | 0.04% | 0.05% | 0.09% | Q1 2021 | Q3 2023 | 11 |
Cedar Brook Financial Partners, LLC | 10 | 1 | 0.12% | 0.19% | 0.23% | Q1 2020 | Q3 2023 | 11 |
Dorsey & Whitney Trust CO LLC | 11 | 11 | 0.02% | 0.06% | 0.10% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Vectors Research Management, LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2022 | 11 |
Snowden Capital Advisors LLC | 8 | 1 | 0.00% | 0.03% | 0.06% | Q2 2019 | Q3 2023 | 11 |
Advisory Services Network, LLC | 4 | 2 | 0.00% | 0.01% | 0.07% | Q2 2019 | Q1 2023 | 11 |
Concord Wealth Partners | 7 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 11 |
FLAGSHIP HARBOR ADVISORS, LLC | 5 | 1 | 0.00% | 0.12% | 0.42% | Q1 2019 | Q1 2023 | 11 |
McKinley Carter Wealth Services, Inc. | 11 | 11 | 0.22% | 0.30% | 0.35% | Q1 2021 | Q3 2023 | 11 |
OPPENHEIMER & CO INC | 11 | 11 | 0.01% | 0.03% | 0.07% | Q1 2021 | Q3 2023 | 11 |
Prestige Wealth Management Group LLC | 7 | 4 | 0.01% | 1.54% | 5.89% | Q2 2020 | Q3 2023 | 11 |
GUGGENHEIM CAPITAL LLC | 11 | 11 | 0.00% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
CENTAURUS FINANCIAL, INC. | 8 | 1 | 0.01% | 0.05% | 0.12% | Q2 2019 | Q3 2023 | 11 |
Horizon Investments, LLC | 11 | 11 | 0.08% | 0.13% | 0.24% | Q1 2021 | Q3 2023 | 11 |
FIRST MERCANTILE TRUST CO | 11 | 11 | 0.15% | 0.67% | 1.07% | Q1 2019 | Q3 2021 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.05% | 0.12% | 0.32% | Q4 2020 | Q2 2023 | 11 |
STATE OF WISCONSIN INVESTMENT BOARD | 11 | 11 | 0.02% | 0.04% | 0.05% | Q1 2020 | Q3 2022 | 11 |
SIGNATUREFD, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 10 |
CSM Advisors, LLC | 10 | 10 | 0.05% | 0.06% | 0.08% | Q2 2021 | Q3 2023 | 10 |
Capital Asset Advisory Services LLC | 5 | 1 | 0.00% | 1.76% | 2.26% | Q4 2020 | Q3 2023 | 10 |
Argent Trust Co | 10 | 10 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Provident Wealth Management, LLC | 10 | 10 | 0.24% | 0.37% | 0.61% | Q2 2021 | Q3 2023 | 10 |
Ameritas Investment Partners, Inc. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 10 |
Advisory Alpha, LLC | 10 | 10 | 3.50% | 4.22% | 4.77% | Q2 2021 | Q3 2023 | 10 |
Litman Gregory Wealth Management LLC | 8 | 2 | 0.01% | 0.16% | 0.23% | Q1 2021 | Q3 2023 | 10 |
BROWN BROTHERS HARRIMAN & CO | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
HHM Wealth Advisors, LLC | 10 | 10 | 0.07% | 0.10% | 0.18% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.05% | 0.12% | Q1 2021 | Q3 2023 | 10 |
Copperleaf Capital, LLC | 10 | 10 | 0.40% | 2.01% | 3.32% | Q2 2020 | Q3 2022 | 10 |
FIDUCIENT ADVISORS LLC | 10 | 10 | 0.06% | 0.37% | 0.57% | Q2 2021 | Q3 2023 | 10 |
TOWNSQUARE CAPITAL LLC | 10 | 10 | 0.02% | 0.03% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Belpointe Asset Management LLC | 10 | 10 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q1 2023 | 10 |
TIAA, FSB | 10 | 10 | 0.04% | 0.99% | 1.28% | Q1 2021 | Q2 2023 | 10 |
Virtue Capital Management, LLC | 6 | 1 | 0.08% | 0.30% | 0.91% | Q2 2019 | Q3 2023 | 10 |
Mechanics Bank Trust Department | 10 | 10 | 0.98% | 1.60% | 1.84% | Q2 2021 | Q3 2023 | 10 |
SAX WEALTH ADVISORS, LLC | 10 | 10 | 0.14% | 0.23% | 0.30% | Q2 2021 | Q3 2023 | 10 |
Accel Wealth Management | 10 | 10 | 0.00% | 0.02% | 0.02% | Q4 2020 | Q1 2023 | 10 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 7 | 3 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2022 | 10 |
Key FInancial Inc | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Regal Investment Advisors LLC | 10 | 10 | 0.02% | 0.04% | 0.12% | Q2 2021 | Q3 2023 | 10 |
HORIZON FINANCIAL SERVICES, LLC | 10 | 10 | 5.48% | 6.40% | 7.01% | Q2 2021 | Q3 2023 | 10 |
Bogart Wealth, LLC | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2022 | 10 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 10 | 10 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Sowell Financial Services LLC | 9 | 1 | 0.01% | 0.10% | 0.18% | Q4 2019 | Q3 2023 | 10 |
NSI Retail Advisors, LLC | 10 | 10 | 0.10% | 0.15% | 0.20% | Q2 2021 | Q3 2023 | 10 |
NEXT Financial Group, Inc | 6 | 4 | 0.06% | 0.18% | 0.33% | Q2 2019 | Q4 2021 | 10 |
Ford Financial Group, LLC | 10 | 10 | 0.46% | 0.98% | 1.10% | Q3 2019 | Q4 2021 | 10 |
PRUDENTIAL FINANCIAL INC | 9 | 1 | 0.00% | 0.02% | 0.09% | Q2 2020 | Q3 2023 | 10 |
RWA WEALTH PARTNERS, LLC | 6 | 1 | 0.17% | 0.54% | 0.87% | Q3 2020 | Q3 2023 | 9 |
Pinnacle Advisory Group, Inc. | 9 | 9 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q1 2021 | 9 |
HARBOR INVESTMENT ADVISORY, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
Morningstar Investment Management LLC | 9 | 9 | 0.81% | 3.59% | 5.65% | Q4 2019 | Q4 2021 | 9 |
Atria Investments, Inc | 6 | 1 | 0.01% | 0.06% | 0.24% | Q4 2019 | Q2 2023 | 9 |
High Net Worth Advisory Group LLC | 9 | 9 | 0.55% | 0.57% | 0.60% | Q4 2021 | Q4 2023 | 9 |
Stratos Wealth Advisors, LLC | 9 | 9 | 0.08% | 0.23% | 0.41% | Q4 2020 | Q4 2022 | 9 |
BANK OF MONTREAL /CAN/ | 5 | 2 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 9 |
Rosenberg Matthew Hamilton | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Freedom Investment Management, Inc. | 9 | 9 | 0.04% | 0.05% | 0.05% | Q1 2021 | Q1 2023 | 9 |
TOEWS CORP /ADV | 3 | 1 | 0.35% | 3.79% | 15.54% | Q4 2019 | Q2 2023 | 9 |
Genesee Capital Advisors, LLC | 9 | 9 | 0.37% | 0.83% | 1.65% | Q3 2021 | Q3 2023 | 9 |
HighTower Advisors, LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Allworth Financial LP | 7 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 9 |
3EDGE Asset Management, LP | 9 | 9 | 0.08% | 0.16% | 0.27% | Q2 2020 | Q2 2022 | 9 |
HUNTINGTON NATIONAL BANK | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
Strategic Blueprint, LLC | 6 | 3 | 0.03% | 0.04% | 0.08% | Q2 2021 | Q3 2023 | 9 |
Pinion Investment Advisors, LLC | 7 | 2 | 0.22% | 0.35% | 0.67% | Q4 2020 | Q3 2023 | 9 |
Jacobi Capital Management LLC | 9 | 9 | 0.00% | 0.00% | 0.03% | Q4 2019 | Q4 2021 | 9 |
Pacifica Partners Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 9 |
Cutler Group LLC / CA | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 9 |
Csenge Advisory Group | 8 | 1 | 0.05% | 0.19% | 0.82% | Q1 2020 | Q2 2022 | 9 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 9 | 9 | 0.07% | 0.16% | 0.26% | Q4 2020 | Q4 2022 | 9 |
Aveo Capital Partners, LLC | 5 | 1 | 0.04% | 0.49% | 2.90% | Q1 2020 | Q3 2023 | 9 |
MILLENNIUM MANAGEMENT LLC | 4 | 1 | 0.00% | 0.01% | 0.04% | Q3 2020 | Q3 2023 | 9 |
WBI INVESTMENTS, LLC | 6 | 3 | 0.69% | 6.49% | 10.95% | Q2 2019 | Q3 2021 | 9 |
Municipal Employees' Retirement System of Michigan | 5 | 1 | 0.51% | 0.89% | 1.69% | Q1 2020 | Q2 2023 | 8 |
USAdvisors Wealth Management, LLC | 8 | 8 | 0.16% | 0.17% | 0.22% | Q2 2021 | Q1 2023 | 8 |
SALEM INVESTMENT COUNSELORS INC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2023 | 8 |
Melone Private Wealth, LLC | 8 | 8 | 0.20% | 0.30% | 0.59% | Q4 2021 | Q3 2023 | 8 |
Topel & Distasi Wealth Management, LLC | 8 | 8 | 2.15% | 2.60% | 2.84% | Q4 2021 | Q3 2023 | 8 |
LOOMIS SAYLES & CO L P | 7 | 1 | 0.00% | 0.01% | 0.05% | Q3 2018 | Q3 2023 | 8 |
MERITAGE PORTFOLIO MANAGEMENT | 7 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q1 2023 | 8 |
First Allied Advisory Services, Inc. | 8 | 8 | 0.02% | 0.04% | 0.09% | Q4 2018 | Q3 2020 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Ascent Group, LLC | 8 | 8 | 0.03% | 0.06% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Summit Financial, LLC | 8 | 8 | 0.04% | 0.07% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Disciplined Investments, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q2 2023 | 8 |
Geneva Partners, LLC | 7 | 1 | 0.19% | 0.22% | 0.26% | Q4 2019 | Q4 2021 | 8 |
SIMPLEX TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 8 |
Wedmont Private Capital | 8 | 8 | 0.85% | 0.90% | 1.04% | Q4 2021 | Q3 2023 | 8 |
GoalVest Advisory LLC | 3 | 2 | 0.03% | 0.76% | 1.47% | Q4 2020 | Q4 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.01% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Round Table Services, LLC | 8 | 8 | 0.04% | 0.06% | 0.10% | Q4 2020 | Q3 2022 | 8 |
AVANTAX ADVISORY SERVICES, INC. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Annapolis Financial Services, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
CENTRAL TRUST Co | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 8 |
Cavalier Investments, LLC | 4 | 4 | 0.76% | 3.58% | 7.32% | Q4 2020 | Q4 2022 | 8 |
Lumature Wealth Partners, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 8 |
American Trust | 8 | 8 | 0.31% | 0.52% | 0.70% | Q4 2021 | Q3 2023 | 8 |
WealthCare Investment Partners, LLC | 8 | 8 | 0.37% | 0.51% | 0.65% | Q4 2021 | Q3 2023 | 8 |
Arkadios Wealth Advisors | 7 | 1 | 0.00% | 0.05% | 0.07% | Q4 2019 | Q3 2022 | 8 |
MEEDER ASSET MANAGEMENT INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 8 |
OAK HARBOR WEALTH PARTNERS, LLC | 8 | 8 | 0.44% | 0.49% | 0.56% | Q4 2021 | Q3 2023 | 8 |
ATTICUS WEALTH MANAGEMENT, LLC | 7 | 1 | 0.00% | 0.01% | 0.06% | Q3 2021 | Q3 2023 | 8 |
Sovereign Financial Group, Inc. | 8 | 8 | 0.14% | 0.26% | 0.34% | Q4 2020 | Q3 2022 | 8 |
PFG Private Wealth Management, LLC | 8 | 8 | 0.01% | 1.94% | 5.32% | Q4 2021 | Q3 2023 | 8 |
Certified Advisory Corp | 4 | 1 | 0.00% | 0.07% | 0.19% | Q2 2019 | Q2 2022 | 8 |
55I, LLC | 8 | 8 | 0.01% | 0.10% | 0.16% | Q2 2020 | Q1 2022 | 8 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 8 | 8 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q1 2023 | 8 |
COMMERCE BANK | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 8 |
NATIXIS ADVISORS, L.P. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Chicago Partners Investment Group LLC | 4 | 4 | 0.02% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.00% | 0.10% | 0.18% | Q4 2021 | Q3 2023 | 8 |
Baldrige Asset Management LLC | 8 | 8 | 0.01% | 0.10% | 0.15% | Q2 2021 | Q1 2023 | 8 |
IHT Wealth Management, LLC | 8 | 8 | 0.03% | 0.07% | 0.10% | Q3 2019 | Q2 2021 | 8 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.04% | 0.95% | 3.95% | Q3 2019 | Q2 2022 | 7 |
FRANKLIN RESOURCES INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Triumph Capital Management | 7 | 7 | 0.10% | 0.19% | 0.29% | Q1 2022 | Q3 2023 | 7 |
Ironwood Financial, llc | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2021 | 7 |
PPM AMERICA INC/IL | 7 | 7 | 14.36% | 44.62% | 59.44% | Q3 2021 | Q1 2023 | 7 |
Baystate Wealth Management LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2022 | 7 |
Squar Milner Financial Services LLC | 5 | 2 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q1 2020 | 7 |
RBA Wealth Management, LLC | 4 | 3 | 0.41% | 0.44% | 0.48% | Q1 2020 | Q2 2022 | 7 |
SWS Partners | 5 | 1 | 0.83% | 1.16% | 1.72% | Q3 2019 | Q3 2023 | 7 |
Global Trust Asset Management, LLC | 7 | 7 | 0.04% | 0.05% | 0.07% | Q1 2021 | Q3 2022 | 7 |
QUEST CAPITAL MANAGEMENT INC /ADV | 7 | 7 | 0.19% | 0.24% | 0.34% | Q2 2020 | Q4 2021 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 7 |
UBS ASSET MANAGEMENT AMERICAS INC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 7 |
RATIONAL ADVISORS LLC | 7 | 7 | 1.06% | 1.89% | 2.66% | Q1 2022 | Q3 2023 | 7 |
Bedel Financial Consulting, Inc. | 4 | 3 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q1 2022 | 7 |
Mariner, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
LifePlan Financial Group, Inc | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 7 |
SAXON INTERESTS, INC. | 7 | 7 | 0.14% | 0.35% | 0.81% | Q4 2021 | Q2 2023 | 7 |
CGN Advisors LLC | 7 | 7 | 0.07% | 0.20% | 0.34% | Q2 2022 | Q4 2023 | 7 |
Cooper Financial Group | 7 | 7 | 0.14% | 0.24% | 0.48% | Q4 2019 | Q2 2021 | 7 |
Cerity Partners LLC | 7 | 7 | 0.01% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 7 |
PERSONAL CFO SOLUTIONS, LLC | 6 | 1 | 0.00% | 0.10% | 0.33% | Q1 2020 | Q4 2021 | 7 |
NATIONAL BANK OF CANADA /FI/ | 7 | 7 | 0.00% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 2.88% | 3.15% | 3.35% | Q1 2021 | Q4 2022 | 7 |
RAYMOND JAMES TRUST CO. OF NH | 7 | 7 | 2.88% | 3.17% | 3.47% | Q1 2022 | Q3 2023 | 7 |
BNP PARIBAS FINANCIAL MARKETS | 7 | 7 | 0.00% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Retirement Solution Inc. | 7 | 7 | 0.11% | 0.14% | 0.17% | Q1 2022 | Q3 2023 | 7 |
Menard Financial Group LLC | 6 | 1 | 0.32% | 0.84% | 3.74% | Q1 2020 | Q4 2021 | 7 |
Teamwork Financial Advisors, LLC | 7 | 7 | 0.04% | 0.11% | 0.18% | Q2 2020 | Q4 2021 | 7 |
State of New Jersey Common Pension Fund D | 7 | 7 | 0.09% | 0.17% | 0.20% | Q3 2020 | Q1 2022 | 7 |
COUNTRY TRUST BANK | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
Savior LLC | 7 | 7 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q2 2021 | 7 |
Private Capital Group, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2021 | 7 |
Financial Management Professionals, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
My Legacy Advisors, LLC | 7 | 7 | 0.11% | 2.66% | 6.59% | Q1 2022 | Q3 2023 | 7 |
Qube Research & Technologies Ltd | 3 | 1 | 0.01% | 0.09% | 0.18% | Q1 2020 | Q2 2022 | 7 |
Ten Capital Wealth Advisors, LLC | 5 | 2 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q1 2023 | 7 |
TCWP LLC | 7 | 7 | 0.26% | 0.58% | 0.80% | Q1 2022 | Q3 2023 | 7 |
Carroll Financial Associates, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2021 | 7 |
PRUDENTIAL PLC | 4 | 3 | 0.26% | 1.14% | 3.86% | Q3 2019 | Q3 2023 | 7 |
Financial Architects, Inc | 4 | 1 | 0.00% | 0.10% | 0.28% | Q1 2020 | Q2 2023 | 7 |
Brookstone Capital Management | 6 | 1 | 0.01% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 7 |
Plante Moran Financial Advisors, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 7 |
Avior Wealth Management, LLC | 5 | 1 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 7 |
Bromfield Sneider Wealth Advisors | 7 | 7 | 0.04% | 0.09% | 0.20% | Q2 2022 | Q4 2023 | 7 |
Vise Technologies, Inc. | 7 | 7 | 1.10% | 1.32% | 1.44% | Q1 2022 | Q3 2023 | 7 |
FIRST MANHATTAN CO. LLC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.02% | 0.02% | 0.05% | Q1 2022 | Q3 2023 | 7 |
LIBERTY WEALTH MANAGEMENT LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2021 | 7 |
Hexagon Capital Partners LLC | 6 | 6 | 0.01% | 0.03% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Householder Group Estate & Retirement Specialist, LLC | 4 | 1 | 0.09% | 0.26% | 0.35% | Q4 2021 | Q3 2023 | 6 |
Richard C. Young & CO., LTD. | 6 | 6 | 3.83% | 4.45% | 4.89% | Q1 2021 | Q2 2022 | 6 |
Retirement Group, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 6 |
Tradewinds Capital Management, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 6 |
Latitude Advisors, LLC | 6 | 6 | 0.13% | 0.16% | 0.19% | Q4 2020 | Q1 2022 | 6 |
Sandy Spring Bank | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 6 |
WealthShield Partners, LLC | 3 | 3 | 0.00% | 0.03% | 0.13% | Q4 2020 | Q3 2023 | 6 |
EATON VANCE MANAGEMENT | 6 | 6 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q1 2022 | 6 |
Bartlett & Co. LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 6 |
Long Run Wealth Advisors, LLC | 6 | 6 | 0.18% | 0.21% | 0.26% | Q4 2021 | Q1 2023 | 6 |
TOMPKINS FINANCIAL CORP | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 6 |
BBVA USA Bancshares, Inc. | 6 | 6 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q1 2021 | 6 |
ICA Group Wealth Management, LLC | 6 | 6 | 0.01% | 0.04% | 0.07% | Q1 2022 | Q2 2023 | 6 |
HAZLETT, BURT & WATSON, INC. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
LEVEL FOUR ADVISORY SERVICES, LLC | 4 | 2 | 0.01% | 0.06% | 0.09% | Q4 2019 | Q3 2023 | 6 |
WealthPLAN Partners, LLC | 4 | 2 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q2 2023 | 6 |
VIVID FINANCIAL MANAGEMENT, INC. | 5 | 1 | 0.10% | 0.14% | 0.23% | Q4 2019 | Q2 2021 | 6 |
Banque Cantonale Vaudoise | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
TRANSCEND CAPITAL ADVISORS, LLC | 4 | 2 | 0.02% | 0.04% | 0.05% | Q3 2020 | Q1 2022 | 6 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 6 | 6 | 0.02% | 0.05% | 0.08% | Q2 2022 | Q3 2023 | 6 |
Ausdal Financial Partners, Inc. | 5 | 1 | 0.08% | 0.17% | 0.20% | Q4 2021 | Q3 2023 | 6 |
Advisor Group, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2019 | 6 |
1832 Asset Management L.P. | 4 | 2 | 0.08% | 0.10% | 0.12% | Q1 2022 | Q3 2023 | 6 |
FC Advisory LLC | 6 | 6 | 0.10% | 2.94% | 3.74% | Q3 2022 | Q4 2023 | 6 |
AXXCESS WEALTH MANAGEMENT, LLC | 5 | 1 | 0.02% | 0.20% | 1.03% | Q4 2021 | Q3 2023 | 6 |
Stonebridge Capital Advisors LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 6 |
Cetera Advisors LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 6 |
SigFig Wealth Management, LLC | 6 | 6 | 2.42% | 2.84% | 3.34% | Q2 2022 | Q3 2023 | 6 |
Petix & Botte Co | 3 | 1 | 0.09% | 0.14% | 0.23% | Q3 2021 | Q3 2023 | 6 |
Sage Advisory Services, Ltd.Co. | 6 | 6 | 2.89% | 4.89% | 6.28% | Q2 2022 | Q3 2023 | 6 |
FIFTH THIRD SECURITIES, INC. | 6 | 6 | 0.20% | 0.22% | 0.24% | Q2 2022 | Q3 2023 | 6 |
Ancora Advisors LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
WestEnd Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
CVA Family Office, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2023 | 6 |
Counterpoint Mutual Funds LLC | 3 | 3 | 8.00% | 47.95% | 84.74% | Q2 2021 | Q3 2023 | 6 |
FDx Advisors, Inc. | 6 | 6 | 0.02% | 0.08% | 0.10% | Q2 2022 | Q3 2023 | 6 |
NOTTINGHAM ADVISORS, INC. | 6 | 6 | 0.06% | 1.01% | 2.07% | Q4 2020 | Q1 2022 | 6 |
Continuum Advisory, LLC | 6 | 6 | 0.06% | 0.06% | 0.07% | Q2 2022 | Q3 2023 | 6 |
RVW Wealth, LLC | 6 | 6 | 0.13% | 0.19% | 0.28% | Q3 2022 | Q4 2023 | 6 |
AVAII WEALTH MANAGEMENT, LLC | 5 | 1 | 0.21% | 0.34% | 0.41% | Q1 2022 | Q3 2023 | 6 |
FourThought Financial, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Pallas Capital Advisors LLC | 5 | 1 | 0.05% | 0.27% | 0.52% | Q2 2021 | Q3 2023 | 6 |
BTS Asset Management, Inc. | 4 | 1 | 0.19% | 0.49% | 0.98% | Q2 2021 | Q3 2023 | 6 |
M&T BANK CORP | 3 | 3 | 0.00% | 0.03% | 0.08% | Q3 2020 | Q3 2023 | 6 |
Tolleson Wealth Management, Inc. | 6 | 6 | 1.82% | 1.97% | 2.14% | Q2 2022 | Q3 2023 | 6 |
VERUS CAPITAL PARTNERS, LLC | 5 | 1 | 0.05% | 0.15% | 0.19% | Q1 2022 | Q3 2023 | 6 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q4 2019 | 6 |
SteelPeak Wealth, LLC | 5 | 1 | 0.02% | 0.04% | 0.14% | Q4 2020 | Q3 2022 | 6 |
MONEY CONCEPTS CAPITAL CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Horst & Graben Wealth Management LLC | 4 | 1 | 0.12% | 0.16% | 0.20% | Q1 2020 | Q2 2021 | 5 |
Avion Wealth | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
PFS INVESTMENTS INC. | 5 | 5 | 0.48% | 0.59% | 0.69% | Q2 2022 | Q2 2023 | 5 |
RIVERSEDGE ADVISORS, LLC | 5 | 5 | 0.17% | 1.46% | 3.25% | Q3 2022 | Q3 2023 | 5 |
DAVENPORT & Co LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
AlphaStar Capital Management, LLC | 3 | 2 | 0.06% | 0.13% | 0.25% | Q2 2019 | Q2 2022 | 5 |
Semmax Financial Advisors Inc. | 5 | 5 | 0.61% | 1.11% | 1.94% | Q1 2021 | Q1 2022 | 5 |
ALLIANCEBERNSTEIN L.P. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Capital Advisory Group Advisory Services, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
NEW ENGLAND ASSET MANAGEMENT INC | 5 | 5 | 0.09% | 1.14% | 1.94% | Q3 2022 | Q3 2023 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Ameritas Investment Company, LLC | 4 | 1 | 0.01% | 0.04% | 0.07% | Q1 2020 | Q3 2021 | 5 |
Patten Group, Inc. | 5 | 5 | 0.11% | 0.19% | 0.25% | Q3 2022 | Q3 2023 | 5 |
Strategic Investment Advisors / MI | 2 | 1 | 0.04% | 0.06% | 0.08% | Q1 2022 | Q3 2023 | 5 |
Zions Bancorporation, N.A. | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2022 | 5 |
Centennial Wealth Advisory LLC | 5 | 5 | 0.16% | 0.24% | 0.32% | Q4 2020 | Q4 2021 | 5 |
IRON Financial LLC | 4 | 1 | 0.14% | 0.21% | 0.46% | Q4 2020 | Q3 2023 | 5 |
Range Financial Group LLC | 5 | 5 | 0.34% | 0.46% | 0.58% | Q1 2021 | Q1 2022 | 5 |
Providence Capital Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2021 | 5 |
J.W. COLE ADVISORS, INC. | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2022 | 5 |
Wealthfront Advisers LLC | 4 | 1 | 0.00% | 0.05% | 0.12% | Q1 2022 | Q3 2023 | 5 |
Braun-Bostich & Associates Inc. | 5 | 5 | 0.81% | 0.93% | 1.04% | Q2 2022 | Q2 2023 | 5 |
EverSource Wealth Advisors, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
Wavelength Capital Management, LLC | 5 | 5 | 2.92% | 5.72% | 6.64% | Q3 2022 | Q3 2023 | 5 |
Valeo Financial Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 5 |
Merit Financial Group, LLC | 4 | 1 | 0.01% | 0.03% | 0.08% | Q2 2022 | Q3 2023 | 5 |
H&H Retirement Design & Management INC | 5 | 5 | 1.33% | 1.49% | 1.59% | Q4 2021 | Q4 2022 | 5 |
TRUE Private Wealth Advisors | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
Aptus Capital Advisors, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q4 2022 | 5 |
Tower Research Capital LLC (TRC) | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 5 |
GYL FINANCIAL SYNERGIES, LLC | 5 | 5 | 0.03% | 0.23% | 0.64% | Q3 2022 | Q3 2023 | 5 |
DHK Financial Advisors, Inc. | 5 | 5 | 0.48% | 0.86% | 1.40% | Q3 2022 | Q3 2023 | 5 |
Rockbridge Investment Management, LCC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Sargent Bickham Lagudis LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2022 | 5 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 5 | 5 | 1.11% | 1.58% | 2.14% | Q3 2022 | Q3 2023 | 5 |
West Wealth Group, LLC | 5 | 5 | 0.36% | 0.45% | 0.61% | Q1 2022 | Q1 2023 | 5 |
Simplicity Wealth,LLC | 4 | 1 | 0.14% | 3.05% | 4.56% | Q4 2021 | Q3 2023 | 5 |
FLC Capital Advisors | 5 | 5 | 0.11% | 0.13% | 0.14% | Q3 2020 | Q3 2021 | 5 |
Community Bank, N.A. | 5 | 5 | 0.07% | 0.25% | 0.40% | Q4 2020 | Q4 2021 | 5 |
Summit Global Investments | 5 | 5 | 0.14% | 0.16% | 0.18% | Q1 2021 | Q1 2022 | 5 |
1607 Capital Partners, LLC | 4 | 1 | 0.06% | 0.28% | 0.58% | Q4 2021 | Q3 2023 | 5 |
MISSION WEALTH MANAGEMENT, LP | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
BRIGHTON JONES LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 4 |
REBALANCE, LLC | 4 | 4 | 4.14% | 4.45% | 4.71% | Q4 2022 | Q3 2023 | 4 |
Benedetti & Gucer, Inc. | 4 | 4 | 0.41% | 0.43% | 0.46% | Q1 2021 | Q4 2021 | 4 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 4 |
PRINCIPAL FINANCIAL GROUP INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Blue Trust, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
IFG Advisory, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q4 2022 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.02% | 0.03% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Redwood Investment Management, LLC | 4 | 4 | 0.34% | 1.49% | 2.12% | Q2 2019 | Q1 2020 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 4 |
RPG Investment Advisory, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Selective Wealth Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.02% | 0.03% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Gainplan LLC | 4 | 4 | 0.59% | 1.32% | 2.46% | Q4 2022 | Q3 2023 | 4 |
Grove Bank & Trust | 4 | 4 | 0.44% | 0.51% | 0.54% | Q4 2022 | Q3 2023 | 4 |
Robertson Stephens Wealth Management, LLC | 4 | 4 | 0.11% | 0.18% | 0.32% | Q4 2022 | Q3 2023 | 4 |
First Command Advisory Services, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 4 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 4 | 4 | 0.07% | 0.19% | 0.31% | Q3 2021 | Q2 2022 | 4 |
PineBridge Investments, L.P. | 4 | 4 | 0.19% | 0.22% | 0.25% | Q1 2020 | Q4 2020 | 4 |
Enterprise Trust & Investment Co | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q2 2022 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
WIN ADVISORS, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
SYNOVUS FINANCIAL CORP | 4 | 4 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q2 2020 | 4 |
Prospera Financial Services Inc | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Investors Financial Group, LLC | 3 | 1 | 0.11% | 0.14% | 0.19% | Q4 2019 | Q4 2021 | 4 |
BESSEMER GROUP INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 4 |
Wilson & Boucher Capital Management, LLC | 4 | 4 | 0.30% | 0.32% | 0.33% | Q4 2022 | Q3 2023 | 4 |
Cedar Wealth Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
Independent Wealth Network Inc. | 4 | 4 | 0.14% | 0.21% | 0.33% | Q4 2022 | Q3 2023 | 4 |
Cascadia Advisory Services, LLC | 3 | 1 | 0.10% | 0.13% | 0.20% | Q3 2020 | Q3 2021 | 4 |
Clearshares LLC | 4 | 4 | 0.95% | 0.96% | 0.98% | Q1 2021 | Q4 2021 | 4 |
U.S. Capital Wealth Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q2 2022 | 4 |
WEDBUSH SECURITIES INC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q3 2022 | Q2 2023 | 4 |
OTA Financial Group L.P. | 4 | 4 | 0.84% | 1.25% | 1.62% | Q2 2020 | Q1 2021 | 4 |
Narus Financial Partners, LLC | 4 | 4 | 0.29% | 0.30% | 0.32% | Q4 2022 | Q3 2023 | 4 |
Independence Bank of Kentucky | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 4 |
Crabel Capital Management, LLC | 1 | 1 | 0.05% | 0.25% | 0.41% | Q3 2020 | Q2 2023 | 4 |
Syntegra Private Wealth Group, LLC | 4 | 4 | 0.06% | 0.08% | 0.10% | Q4 2022 | Q3 2023 | 4 |
TWO SIGMA SECURITIES, LLC | 2 | 2 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q4 2021 | 4 |
Leucadia National | 4 | 4 | 0.16% | 0.23% | 0.30% | Q4 2022 | Q3 2023 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Carmichael Hill & Associates, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
Pensionmark Financial Group, LLC | 4 | 4 | 0.05% | 0.09% | 0.14% | Q3 2021 | Q2 2022 | 4 |
Veritable, L.P. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 4 |
Capital Investment Advisors, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2023 | 4 |
Emerald Advisors, LLC | 4 | 4 | 0.06% | 0.12% | 0.16% | Q3 2021 | Q2 2022 | 4 |
Allegiance Financial Group Advisory Services LLC | 4 | 4 | 3.00% | 3.67% | 4.09% | Q4 2022 | Q3 2023 | 4 |
Asset Dedication, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 4 |
OneDigital Investment Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.03% | 0.12% | Q4 2020 | Q3 2023 | 4 |
FOSTER DYKEMA CABOT & CO INC/MA | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 4 |
FORTE ASSET MANAGEMENT LLC | 4 | 4 | 2.85% | 4.19% | 5.46% | Q4 2022 | Q3 2023 | 4 |
Bricktown Capital, LLC | 4 | 4 | 5.55% | 7.47% | 11.58% | Q4 2022 | Q3 2023 | 4 |
Berman Capital Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
First Capital Advisors Group, LLC. | 4 | 4 | 0.02% | 0.03% | 0.05% | Q3 2022 | Q2 2023 | 4 |
WT Wealth Management | 4 | 4 | 0.11% | 0.12% | 0.14% | Q1 2021 | Q4 2021 | 4 |
Shilanski & Associates, Inc. | 4 | 4 | 0.28% | 0.30% | 0.36% | Q2 2019 | Q1 2020 | 4 |
ATLAS CAPITAL ADVISORS LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q1 2022 | 4 |
Kingsview Wealth Management, LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 4 |
Trek Financial, LLC | 4 | 4 | 0.83% | 1.25% | 2.05% | Q4 2022 | Q3 2023 | 4 |
Three Peaks Capital Management, LLC | 4 | 4 | 1.05% | 1.10% | 1.13% | Q4 2020 | Q3 2021 | 4 |
Venturi Wealth Management, LLC | 4 | 4 | 1.00% | 2.03% | 4.02% | Q4 2022 | Q3 2023 | 4 |
Family Asset Management, LLC | 4 | 4 | 0.71% | 0.84% | 1.17% | Q4 2022 | Q3 2023 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 4 |
SWMG, LLC | 3 | 1 | 0.12% | 0.31% | 0.47% | Q4 2020 | Q2 2023 | 4 |
ADVISOR PARTNERS LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q4 2021 | 4 |
State of Tennessee, Treasury Department | 2 | 1 | 0.00% | 0.06% | 0.10% | Q2 2018 | Q1 2022 | 4 |
Japan Science & Technology Agency | 4 | 4 | 4.31% | 4.74% | 5.77% | Q4 2022 | Q3 2023 | 4 |
WOLVERINE TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 3 |
Wilshire Advisors LLC | 3 | 3 | 1.02% | 2.08% | 3.63% | Q3 2020 | Q1 2021 | 3 |
Empowered Funds, LLC | 2 | 1 | 0.44% | 0.49% | 0.55% | Q2 2021 | Q4 2022 | 3 |
Nalls Sherbakoff Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
LifePro Asset Management | 3 | 3 | 0.44% | 1.00% | 2.11% | Q4 2022 | Q2 2023 | 3 |
CULLEN/FROST BANKERS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
One Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.10% | 0.23% | Q1 2020 | Q4 2022 | 3 |
Laidlaw Wealth Management LLC | 3 | 3 | 0.05% | 0.07% | 0.08% | Q2 2021 | Q4 2021 | 3 |
Integrated Advisors Network LLC | 3 | 3 | 0.06% | 0.08% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Raleigh Capital Management Inc. | 2 | 1 | 0.00% | 0.06% | 0.16% | Q4 2021 | Q3 2022 | 3 |
Stokes Family Office, LLC | 2 | 1 | 0.05% | 0.07% | 0.08% | Q2 2021 | Q1 2022 | 3 |
WMG Financial Advisors, LLC | 3 | 3 | 0.22% | 0.41% | 0.55% | Q1 2022 | Q3 2022 | 3 |
ALTERNA WEALTH MANAGEMENT, INC | 3 | 3 | 0.29% | 0.55% | 1.00% | Q1 2023 | Q3 2023 | 3 |
Wright Fund Management, LLC | 3 | 3 | 2.52% | 4.85% | 6.96% | Q1 2023 | Q3 2023 | 3 |
BDO Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.02% | 0.06% | Q1 2021 | Q2 2023 | 3 |
PATHSTONE FAMILY OFFICE, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 3 |
San Luis Wealth Advisors LLC | 3 | 3 | 0.28% | 0.72% | 1.29% | Q3 2021 | Q1 2022 | 3 |
Outlook Wealth Advisors, LLC | 3 | 3 | 0.16% | 0.18% | 0.21% | Q2 2021 | Q4 2021 | 3 |
Lido Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
CI INVESTMENTS INC. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2021 | 3 |
COLONY GROUP LLC | 3 | 3 | 0.02% | 0.05% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Choate Investment Advisors | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2020 | Q3 2020 | 3 |
Financial Gravity Asset Management, Inc. | 2 | 1 | 0.01% | 0.05% | 0.13% | Q4 2022 | Q3 2023 | 3 |
TAGStone Capital, Inc. | 3 | 3 | 0.15% | 0.15% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Koss-Olinger Consulting, LLC | 3 | 3 | 7.34% | 8.18% | 9.19% | Q1 2023 | Q3 2023 | 3 |
Paragon Advisors, LLC | 3 | 3 | 0.81% | 1.21% | 1.72% | Q1 2023 | Q3 2023 | 3 |
HSBC HOLDINGS PLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
FIRETHORN WEALTH PARTNERS, LLC | 3 | 3 | 0.43% | 0.52% | 0.61% | Q4 2020 | Q2 2021 | 3 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 3 | 3 | 0.00% | 0.03% | 0.05% | Q4 2022 | Q2 2023 | 3 |
Valmark Advisers, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2021 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Paladin Advisory Group, LLC | 3 | 3 | 0.00% | 0.07% | 0.15% | Q4 2021 | Q2 2022 | 3 |
GIRARD PARTNERS LTD. | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q3 2022 | 3 |
FARMERS & MERCHANTS INVESTMENTS INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2022 | Q3 2023 | 3 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 3 |
TD Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Bragg Financial Advisors, Inc | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Portfolio Solutions, LLC | 3 | 3 | 0.19% | 0.66% | 1.13% | Q1 2022 | Q3 2022 | 3 |
GPS Wealth Strategies Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Red Door Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2021 | 3 |
Austin Private Wealth, LLC | 3 | 3 | 0.08% | 0.12% | 0.14% | Q3 2020 | Q1 2021 | 3 |
Fieldpoint Private Securities, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 3 |
MONTAG A & ASSOCIATES INC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q1 2023 | 3 |
AlphaMark Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Perigon Wealth Management, LLC | 3 | 3 | 0.02% | 0.04% | 0.05% | Q2 2020 | Q4 2020 | 3 |
Galvin, Gaustad & Stein, LLC | 3 | 3 | 0.03% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
DEFINED WEALTH MANAGEMENT, LLC | 3 | 3 | 0.72% | 0.98% | 1.39% | Q1 2023 | Q3 2023 | 3 |
Anchor Investment Management, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q2 2022 | 3 |
Bigelow Investment Advisors, LLC | 3 | 3 | 0.12% | 0.13% | 0.14% | Q1 2023 | Q3 2023 | 3 |
David Kennon Inc | 3 | 3 | 2.84% | 2.89% | 2.94% | Q1 2023 | Q3 2023 | 3 |
Gotham Asset Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Econ Financial Services Corp | 3 | 3 | 0.75% | 3.44% | 4.90% | Q4 2021 | Q2 2022 | 3 |
Core Wealth Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
AMERICAN NATIONAL BANK | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
NWAM LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q3 2022 | 3 |
Bell Investment Advisors, Inc | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 0.46% | 0.48% | 0.51% | Q1 2023 | Q3 2023 | 3 |
Lenox Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Monument Capital Management | 3 | 3 | 0.90% | 1.93% | 3.68% | Q1 2023 | Q3 2023 | 3 |
VANGUARD GROUP INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Moisand Fitzgerald Tamayo, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 3 |
State of Wisconsin - Board of Commissioners of Public Lands | 3 | 3 | 6.21% | 6.42% | 6.55% | Q1 2023 | Q3 2023 | 3 |
L & S Advisors Inc | 3 | 3 | 0.07% | 0.08% | 0.10% | Q1 2023 | Q3 2023 | 3 |
SkyView Investment Advisors, LLC | 3 | 3 | 1.06% | 1.10% | 1.12% | Q4 2020 | Q2 2021 | 3 |
Alaska Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
TCG Advisory Services, LLC | 2 | 1 | 0.04% | 0.07% | 0.12% | Q1 2021 | Q3 2023 | 3 |
Gladstone Institutional Advisory LLC | 3 | 3 | 0.13% | 0.14% | 0.15% | Q3 2019 | Q1 2020 | 3 |
Hilltop Holdings Inc. | 3 | 3 | 0.13% | 0.24% | 0.42% | Q1 2023 | Q3 2023 | 3 |
PFG Investments, LLC | 3 | 3 | 0.07% | 0.08% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.02% | 0.03% | 0.06% | Q4 2022 | Q3 2023 | 3 |
WCG Wealth Advisors LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q4 2022 | 3 |
MGO ONE SEVEN LLC | 1 | 1 | 0.02% | 0.05% | 0.08% | Q4 2021 | Q1 2023 | 2 |
DFPG INVESTMENTS, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q1 2023 | 2 |
Eagle Bay Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Moss Adams Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Realta Investment Advisors | 2 | 2 | 0.00% | 0.06% | 0.12% | Q3 2019 | Q4 2019 | 2 |
Verition Fund Management LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 2 |
MRP Capital Investments, LLC | 2 | 2 | 0.49% | 0.51% | 0.52% | Q1 2023 | Q2 2023 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 2 |
FURE FINANCIAL CORP | 2 | 2 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q1 2021 | 2 |
VALLEY WEALTH MANAGERS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 2 |
Private Ocean, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Beaird Harris Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Beacon Capital Management, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Dunhill Financial, LLC | 2 | 2 | 2.63% | 2.70% | 2.78% | Q2 2023 | Q3 2023 | 2 |
Heritage Trust Co | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q1 2021 | 2 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 2 | 2 | 0.18% | 0.19% | 0.19% | Q2 2020 | Q3 2020 | 2 |
Modera Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Sentinus, LLC | 2 | 2 | 0.11% | 0.12% | 0.12% | Q1 2023 | Q2 2023 | 2 |
LINCOLN NATIONAL CORP | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 2 |
GREENLEAF TRUST | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Camarda Financial Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Tradition Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Headlands Technologies LLC | 1 | 1 | 0.11% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 2 |
WFA of San Diego, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q4 2022 | 2 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2022 | 2 |
Grey Fox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.58% | 1.17% | Q1 2023 | Q3 2023 | 2 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 2 |
Renaissance Technologies | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 2 |
TRUSTCORE FINANCIAL SERVICES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Halpern Financial, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
SVB WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 2 |
Leeward Financial Partners, LLC | 2 | 2 | 0.74% | 0.76% | 0.79% | Q2 2023 | Q3 2023 | 2 |
Versant Capital Management, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 2 |
Cypress Capital Management LLC (WY) | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Allianz Asset Management GmbH | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 2 |
Centerpoint Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
BALDWIN BROTHERS LLC/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q4 2023 | 2 |
Tortoise Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Global Financial Private Capital, Inc | 2 | 2 | 0.00% | 0.24% | 0.47% | Q1 2020 | Q2 2020 | 2 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 2 |
Prime Capital Investment Advisors, LLC | 2 | 2 | 0.43% | 0.43% | 0.43% | Q2 2023 | Q3 2023 | 2 |
Roble, Belko & Company, Inc | 2 | 2 | 0.07% | 0.07% | 0.08% | Q3 2020 | Q4 2020 | 2 |
Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
MOSELEY INVESTMENT MANAGEMENT INC | 2 | 2 | 0.22% | 0.28% | 0.34% | Q2 2019 | Q3 2019 | 2 |
WESTERN FINANCIAL Corp | 2 | 2 | 0.16% | 0.16% | 0.16% | Q1 2021 | Q2 2021 | 2 |
Lansing Street Advisors | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Camelot Portfolios, LLC | 2 | 2 | 0.11% | 0.11% | 0.12% | Q4 2021 | Q1 2022 | 2 |
Advisor Resource Council | 2 | 2 | 0.02% | 0.04% | 0.06% | Q3 2021 | Q4 2021 | 2 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.03% | 0.06% | Q1 2022 | Q3 2022 | 2 |
Occidental Asset Management, LLC | 2 | 2 | 0.15% | 0.22% | 0.29% | Q2 2023 | Q3 2023 | 2 |
True Link Financial Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Laffer Tengler Investments, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
New Republic Capital, LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q1 2023 | 2 |
Clal Insurance Enterprises Holdings Ltd | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q2 2021 | 2 |
Tevis Investment Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
FEDERAL RESERVE BANK OF NEW YORK | 2 | 2 | 0.73% | 0.74% | 0.75% | Q4 2020 | Q1 2021 | 2 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.06% | 0.23% | 0.41% | Q2 2020 | Q1 2021 | 2 |
CPA Asset Management LLC | 2 | 2 | 0.26% | 0.26% | 0.27% | Q2 2023 | Q3 2023 | 2 |
TITLEIST ASSET MANAGEMENT, LLC | 2 | 2 | 0.12% | 0.14% | 0.15% | Q2 2023 | Q3 2023 | 2 |
Ally Invest Advisors Inc. | 2 | 2 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q2 2023 | 2 |
Stegent Equity Advisors, Inc. | 2 | 2 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q1 2022 | 2 |
Parkside Financial Bank & Trust | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
EXCHANGE TRADED CONCEPTS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q4 2023 | 2 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q4 2021 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Moneda S.A. Administradora General de Fondos | 2 | 2 | 0.61% | 0.79% | 0.97% | Q1 2023 | Q2 2023 | 2 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 2 | 2 | 0.16% | 0.19% | 0.22% | Q4 2019 | Q1 2020 | 2 |
CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.08% | 0.09% | 0.09% | Q3 2020 | Q4 2021 | 2 |
Quantitative Strategies, Inc. | 2 | 2 | 4.11% | 4.16% | 4.20% | Q2 2023 | Q3 2023 | 2 |
Interchange Capital Partners, LLC | 2 | 2 | 0.17% | 0.19% | 0.20% | Q4 2020 | Q1 2021 | 2 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 2 |
Bluefin Trading, LLC | 2 | 2 | 0.12% | 0.12% | 0.13% | Q2 2018 | Q3 2018 | 2 |
CNB Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 2 |
Koshinski Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 2 |
Weaver Consulting Group | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Destiny Wealth Partners, LLC | 1 | 1 | 0.00% | 1.12% | 2.24% | Q4 2022 | Q3 2023 | 2 |
QCM Cayman, Ltd. | 1 | 1 | 0.56% | 0.69% | 0.83% | Q4 2020 | Q3 2021 | 2 |
Castleview Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q4 2021 | 2 |
COTTONWOOD CAPITAL ADVISORS, LLC | 2 | 2 | 0.33% | 0.66% | 1.00% | Q2 2023 | Q3 2023 | 2 |
Sterling Financial Group, Inc. | 2 | 2 | 1.61% | 1.61% | 1.61% | Q4 2022 | Q1 2023 | 2 |
BOK Financial Private Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Simplicity Solutions, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q4 2020 | 2 |
McIlrath & Eck, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
AIRE ADVISORS, LLC | 2 | 2 | 0.06% | 0.11% | 0.16% | Q3 2022 | Q4 2022 | 2 |
HBK Sorce Advisory LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.42% | 0.60% | 0.79% | Q4 2020 | Q4 2022 | 2 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 2 | 2 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q1 2020 | 2 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.21% | 0.42% | Q2 2019 | Q1 2022 | 2 |
Center for Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2023 | 2 |
Graves Light Lenhart Wealth, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
ORG Partners LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
SUMITOMO LIFE INSURANCE CO | 2 | 2 | 0.32% | 0.57% | 0.82% | Q2 2023 | Q3 2023 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Activest Wealth Management | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
Hanson & Doremus Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Peoples Bank/KS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
PROFFITT & GOODSON INC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
Financial & Tax Architects, LLC | 1 | 1 | 0.74% | 0.74% | 0.74% | Q3 2023 | Q3 2023 | 1 |
BOKF, NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
HM PAYSON & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WESTWOOD HOLDINGS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
IAMS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.90% | 0.90% | 0.90% | Q2 2023 | Q2 2023 | 1 |
WealthPlan Investment Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Buck Wealth Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
B. Riley Wealth Management, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Klaas Financial Asset Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Aspire Wealth Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TWIN CAPITAL MANAGEMENT INC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2020 | Q3 2020 | 1 |
Foundations Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
First Command Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
MANCHESTER FINANCIAL INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Atlas Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Mount Yale Investment Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Spectrum Planning & Advisory Services Inc. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2020 | Q4 2020 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Blueprint Investment Partners LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2021 | Q4 2021 | 1 |
Arete Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Winch Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Colonial Trust Co / SC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2023 | Q2 2023 | 1 |
Glassy Mountain Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
TD Waterhouse Canada Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Stratos Investment Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q3 2021 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Bell Rock Capital LLC | 1 | 1 | 2.21% | 2.21% | 2.21% | Q1 2020 | Q1 2020 | 1 |
Atomi Financial Group, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Systelligence, LLC | 1 | 1 | 2.11% | 2.11% | 2.11% | Q4 2020 | Q4 2020 | 1 |
tru Independence LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Pflug Koory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Crewe Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
North Star Investment Management Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Gemmer Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Horan Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Clarkston Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Your Advocates Ltd., LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Monterey Private Wealth, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
1834 INVESTMENT ADVISORS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Pinnacle Bancorp, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Smart Money Group LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2020 | Q3 2020 | 1 |
Callan Capital, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q3 2022 | 1 |
Blue Edge Capital, LLC | 1 | 1 | 0.74% | 0.74% | 0.74% | Q3 2023 | Q3 2023 | 1 |
Garde Capital, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
TOTH FINANCIAL ADVISORY CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Kathmere Capital Management, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2019 | Q4 2019 | 1 |
Resurgent Financial Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Sutton Wealth Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Truvestments Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Kozak & Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Index Fund Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
SJS Investment Consulting Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
ARROW FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Pure Financial Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
EXELON CORP | 1 | 1 | 8.38% | 8.38% | 8.38% | Q4 2021 | Q4 2021 | 1 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
NOESIS CAPITAL MANGEMENT CORP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
PEAK FINANCIAL ADVISORS LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2023 | Q1 2023 | 1 |
Invesco Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
CAPITAL ADVISORS INC/OK | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
ABLE Financial Group, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2023 | Q1 2023 | 1 |
First Command Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
First Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Pacific Center for Financial Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
MV CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Mutual Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Principle Wealth Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Squarepoint Ops LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Dixon Hughes Goodman Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
NBT BANK N A /NY | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Spectrum Asset Management, Inc. (NB/CA) | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q3 2021 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Barber Financial Group, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2018 | Q4 2018 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
Strategic Financial Concepts, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2023 | Q1 2023 | 1 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Kensington Asset Management, LLC | 1 | 1 | 5.59% | 5.59% | 5.59% | Q2 2023 | Q2 2023 | 1 |
Capstone Triton Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
INTREPID CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Essex Savings Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Laurel Wealth Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
HBW ADVISORY SERVICES LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Carlsbad Wealth Advisory Group, Inc. | 1 | 1 | 1.04% | 1.04% | 1.04% | Q2 2023 | Q2 2023 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Advisors Preferred, LLC | 1 | 1 | 2.35% | 2.35% | 2.35% | Q3 2021 | Q3 2021 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Creative Capital Management Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
PEAPACK GLADSTONE FINANCIAL CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
RMR Wealth Builders | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Q3 Asset Management | 1 | 1 | 1.28% | 1.28% | 1.28% | Q2 2023 | Q2 2023 | 1 |
ST GERMAIN D J CO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TRUST CO OF OKLAHOMA | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2021 | Q2 2021 | 1 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
MATHER GROUP, LLC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Bay Harbor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Lee Financial Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2023 | Q3 2023 | 1 |
Brinker Capital Investments, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Rise Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Brand Asset Management Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Corient Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Kistler-Tiffany Companies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
DAYMARK WEALTH PARTNERS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Wharton Business Group, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2021 | Q2 2021 | 1 |
TimeScale Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Jefferies Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Arlington Partners LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
Lindbrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Cedar Mountain Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
FORT PITT CAPITAL GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Glassman Wealth Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Gleason Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Summit Wealth Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2022 | Q2 2022 | 1 |
Strategic Advocates LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 |
WealthOne, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2020 | Q1 2020 | 1 |
BARCLAYS PLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
RE Dickinson Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Intrua Financial, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2020 | Q2 2020 | 1 |
Visionary Asset Management, Inc. | 1 | 1 | 0.65% | 0.65% | 0.65% | Q3 2018 | Q3 2018 | 1 |
Transamerica Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
JTC Employer Solutions Trustee Ltd | 1 | 1 | 0.97% | 0.97% | 0.97% | Q3 2023 | Q3 2023 | 1 |
Cascade Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Wagner Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Kinloch Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Darrow Company, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
John W. Brooker & Co., CPAs | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Gryphon Financial Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Glenview Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Octavia Wealth Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
Goodwin Investment Advisory | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
RHS Financial, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2022 | Q4 2022 | 1 |
NORTHWEST WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Gallagher Fiduciary Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Morton Brown Family Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
VANCE WEALTH, INC. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2021 | Q4 2021 | 1 |
EP Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Coyle Financial Counsel LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Covington Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 1.81% | 1.81% | 1.81% | Q4 2022 | Q4 2022 | 1 |
CITIZENS FINANCIAL GROUP INC/RI | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
MCF Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Johnson Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
SHEETS SMITH WEALTH MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
G&S Capital LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Addison Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Neumann Capital Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Beacon Financial Advisory LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2021 | Q3 2021 | 1 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
PSI Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Eos Management, L.P. | 1 | 1 | 1.41% | 1.41% | 1.41% | Q1 2020 | Q1 2020 | 1 |
Trilogy Capital Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
CAROLINAS WEALTH CONSULTING LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Midwest Heritage Bank, FSB | 1 | 1 | 0.55% | 0.55% | 0.55% | Q4 2021 | Q4 2021 | 1 |
Financial Enhancement Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Ritter Daniher Financial Advisory LLC / DE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
ROTHSCHILD INVESTMENT LLC /IL | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | 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.