Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 29 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 65 |
HUNTINGTON NATIONAL BANK | 43 | 43 | 0.01% | 0.06% | 0.15% | Q1 2013 | Q3 2023 | 46 |
Cetera Advisor Networks LLC | 43 | 43 | 0.01% | 0.05% | 0.11% | Q1 2013 | Q3 2023 | 43 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.02% | 0.06% | 0.14% | Q2 2013 | Q3 2023 | 42 |
Aspen Investment Management Inc | 42 | 42 | 1.41% | 2.30% | 3.86% | Q2 2013 | Q3 2023 | 42 |
Valmark Advisers, Inc. | 42 | 42 | 0.01% | 0.08% | 0.23% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 42 | 42 | 0.06% | 0.51% | 2.28% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
NewSquare Capital LLC | 42 | 42 | 0.01% | 0.20% | 1.01% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.01% | 0.09% | 0.42% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.02% | 0.25% | 1.66% | Q2 2013 | Q3 2023 | 42 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 42 | 42 | 0.00% | 0.09% | 0.31% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.03% | 0.14% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Focused Wealth Management, Inc | 41 | 41 | 0.01% | 0.34% | 2.64% | Q3 2013 | Q3 2023 | 41 |
BLAIR WILLIAM & CO/IL | 23 | 18 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
JPMORGAN CHASE & CO | 40 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 41 |
CITIGROUP INC | 41 | 41 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q2 2023 | 41 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 41 | 41 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 41 |
Private Advisor Group, LLC | 36 | 3 | 0.00% | 0.03% | 0.08% | Q4 2013 | Q3 2023 | 40 |
CKW FINANCIAL GROUP | 40 | 40 | 0.09% | 0.37% | 7.14% | Q4 2013 | Q3 2023 | 40 |
CREDIT SUISSE AG/ | 40 | 40 | 0.00% | 0.02% | 0.08% | Q1 2013 | Q4 2022 | 40 |
CIBC Private Wealth Group, LLC | 39 | 39 | 0.00% | 0.02% | 0.05% | Q1 2014 | Q3 2023 | 39 |
Roundview Capital LLC | 39 | 39 | 0.18% | 0.43% | 0.74% | Q1 2014 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q3 2023 | 39 |
Hillsdale Investment Management Inc. | 37 | 1 | 0.01% | 0.25% | 0.94% | Q2 2013 | Q3 2023 | 38 |
MUFG Americas Holdings Corp | 36 | 2 | 0.00% | 0.01% | 0.32% | Q1 2013 | Q3 2022 | 38 |
ASSETMARK, INC | 38 | 38 | 0.19% | 0.43% | 2.13% | Q2 2014 | Q3 2023 | 38 |
Bank of New York Mellon Corp | 37 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 38 |
WEBSTER BANK, N. A. | 38 | 38 | 0.00% | 0.05% | 0.26% | Q2 2014 | Q3 2023 | 38 |
CAPE ANN SAVINGS BANK | 17 | 1 | 0.19% | 6.34% | 11.49% | Q2 2013 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
Gradient Investments LLC | 18 | 18 | 0.00% | 0.07% | 0.80% | Q3 2013 | Q3 2023 | 36 |
Kovack Advisors, Inc. | 36 | 36 | 0.04% | 0.27% | 1.51% | Q4 2014 | Q3 2023 | 36 |
Burt Wealth Advisors | 36 | 36 | 0.07% | 0.43% | 3.22% | Q4 2014 | Q3 2023 | 36 |
Peregrine Asset Advisers, Inc. | 36 | 36 | 0.27% | 1.03% | 11.09% | Q1 2014 | Q4 2022 | 36 |
Capital Advisors, Ltd. LLC | 36 | 36 | 0.02% | 0.10% | 0.21% | Q4 2014 | Q3 2023 | 36 |
Atria Investments, Inc | 16 | 3 | 0.01% | 0.19% | 0.68% | Q2 2013 | Q3 2023 | 36 |
Brinker Capital Investments, LLC | 35 | 35 | 0.02% | 0.57% | 1.22% | Q2 2013 | Q4 2021 | 35 |
HOLLENCREST CAPITAL MANAGEMENT | 26 | 4 | 0.00% | 0.61% | 1.08% | Q4 2013 | Q3 2023 | 35 |
FIFTH THIRD BANCORP | 18 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 35 |
BANK OF MONTREAL /CAN/ | 30 | 1 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q3 2023 | 35 |
PINNACLE ASSOCIATES LTD | 26 | 9 | 0.01% | 0.10% | 0.25% | Q3 2013 | Q2 2022 | 35 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 26 | 4 | 0.02% | 0.06% | 0.16% | Q4 2013 | Q4 2022 | 34 |
Carroll Financial Associates, Inc. | 28 | 5 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2021 | 33 |
WHITTIER TRUST CO OF NEVADA INC | 27 | 5 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2022 | 32 |
Raymond James Financial Services Advisors, Inc. | 14 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 32 |
Astor Investment Management LLC | 24 | 7 | 0.00% | 0.11% | 0.26% | Q1 2014 | Q1 2022 | 31 |
First Horizon Advisors, Inc. | 11 | 1 | 0.00% | 0.03% | 0.18% | Q2 2012 | Q3 2023 | 31 |
Coastline Trust Co | 31 | 31 | 0.14% | 0.77% | 1.36% | Q1 2016 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.01% | 0.02% | 0.06% | Q1 2016 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.06% | 0.22% | Q4 2015 | Q3 2023 | 31 |
JANE STREET GROUP, LLC | 14 | 1 | 0.00% | 0.05% | 0.16% | Q4 2014 | Q3 2023 | 31 |
SeaBridge Investment Advisors LLC | 30 | 30 | 0.14% | 0.23% | 0.31% | Q3 2013 | Q4 2020 | 30 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.05% | 0.09% | 0.15% | Q2 2013 | Q3 2020 | 30 |
DT Investment Partners, LLC | 25 | 5 | 0.02% | 0.11% | 0.29% | Q2 2013 | Q3 2023 | 30 |
Transamerica Financial Advisors, Inc. | 23 | 1 | 0.00% | 0.20% | 0.90% | Q2 2013 | Q1 2023 | 29 |
VALICENTI ADVISORY SERVICES INC | 29 | 29 | 0.10% | 0.59% | 1.07% | Q3 2016 | Q3 2023 | 29 |
PEAPACK GLADSTONE FINANCIAL CORP | 29 | 29 | 0.02% | 0.07% | 0.14% | Q3 2016 | Q3 2023 | 29 |
Arete Wealth Advisors, LLC | 29 | 29 | 0.03% | 0.97% | 3.33% | Q4 2013 | Q4 2020 | 29 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.00% | 0.32% | 1.88% | Q1 2016 | Q4 2022 | 28 |
Armor Investment Advisors, LLC | 28 | 28 | 0.05% | 0.72% | 1.27% | Q4 2016 | Q3 2023 | 28 |
Fisher Asset Management, LLC | 28 | 28 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2020 | 28 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q3 2023 | 28 |
Sigma Planning Corp | 28 | 28 | 0.01% | 0.03% | 0.05% | Q4 2016 | Q3 2023 | 28 |
FDx Advisors, Inc. | 21 | 2 | 0.01% | 0.36% | 1.85% | Q3 2013 | Q4 2020 | 28 |
MASSMUTUAL TRUST CO FSB/ADV | 25 | 2 | 0.00% | 0.36% | 6.22% | Q2 2014 | Q4 2023 | 27 |
Whitnell & Co. | 27 | 27 | 0.18% | 0.34% | 1.06% | Q2 2013 | Q4 2019 | 27 |
Asset Planning Services, Ltd. | 27 | 27 | 0.31% | 0.50% | 1.14% | Q2 2015 | Q4 2021 | 27 |
Parallel Advisors, LLC | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
SMITH, MOORE & CO. | 27 | 27 | 0.05% | 0.13% | 0.22% | Q4 2013 | Q2 2020 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.00% | 0.04% | 0.26% | Q4 2016 | Q3 2023 | 27 |
Steward Partners Investment Advisory, LLC | 19 | 8 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.04% | 0.25% | 1.06% | Q2 2013 | Q4 2019 | 27 |
Migdal Insurance & Financial Holdings Ltd. | 27 | 27 | 0.00% | 0.01% | 0.06% | Q4 2016 | Q2 2023 | 27 |
Koshinski Asset Management, Inc. | 19 | 1 | 0.01% | 0.33% | 1.49% | Q4 2014 | Q2 2023 | 27 |
HighTower Advisors, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 27 |
NEXT Financial Group, Inc | 14 | 6 | 0.00% | 0.06% | 0.20% | Q2 2014 | Q4 2021 | 27 |
CLEAR INVESTMENT RESEARCH, LLC | 27 | 27 | 0.00% | 0.14% | 0.30% | Q1 2017 | Q3 2023 | 27 |
Pinnacle Wealth Management Advisory Group, LLC | 21 | 5 | 0.03% | 0.95% | 1.85% | Q4 2014 | Q1 2022 | 26 |
BB&T SECURITIES, LLC | 26 | 26 | 0.02% | 0.12% | 0.26% | Q2 2013 | Q3 2019 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.01% | 0.03% | 0.06% | Q2 2017 | Q3 2023 | 26 |
Kingsview Wealth Management, LLC | 20 | 6 | 0.03% | 0.37% | 1.10% | Q1 2017 | Q3 2023 | 26 |
Linscomb & Williams, Inc. | 15 | 1 | 0.01% | 0.02% | 0.03% | Q1 2014 | Q3 2021 | 26 |
FLOW TRADERS U.S. LLC | 7 | 1 | 0.02% | 1.73% | 14.00% | Q4 2013 | Q3 2023 | 26 |
AE Wealth Management LLC | 26 | 26 | 0.00% | 0.02% | 0.09% | Q2 2017 | Q3 2023 | 26 |
Creative Planning | 22 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 25 |
OSTERWEIS CAPITAL MANAGEMENT INC | 25 | 25 | 0.01% | 0.04% | 0.05% | Q3 2017 | Q3 2023 | 25 |
GOLDMAN SACHS GROUP INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2012 | Q1 2021 | 25 |
BHK Investment Advisors, LLC | 24 | 24 | 1.46% | 2.46% | 3.82% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.02% | 0.04% | 0.07% | Q4 2017 | Q3 2023 | 24 |
Pinnacle Advisory Group, Inc. | 18 | 6 | 0.02% | 0.05% | 0.08% | Q3 2014 | Q1 2021 | 24 |
STEPHENS INC /AR/ | 22 | 2 | 0.01% | 0.05% | 0.15% | Q3 2013 | Q3 2023 | 24 |
Financial Management Professionals, Inc. | 19 | 2 | 0.00% | 3.48% | 7.25% | Q4 2014 | Q3 2023 | 24 |
CABOT WEALTH MANAGEMENT INC | 9 | 6 | 0.03% | 0.41% | 1.13% | Q2 2013 | Q2 2022 | 24 |
Advisors Preferred, LLC | 10 | 1 | 0.21% | 1.51% | 7.36% | Q2 2015 | Q1 2023 | 24 |
Rehmann Capital Advisory Group | 22 | 2 | 0.00% | 0.10% | 0.21% | Q2 2013 | Q2 2019 | 24 |
Tower Research Capital LLC (TRC) | 21 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 23 |
Torch Wealth Management LLC | 19 | 4 | 0.16% | 0.39% | 0.61% | Q4 2013 | Q4 2019 | 23 |
CWM, LLC | 11 | 1 | 0.00% | 0.06% | 0.12% | Q4 2016 | Q3 2023 | 23 |
Stokes Capital Advisors, LLC | 23 | 23 | 0.07% | 0.66% | 1.63% | Q4 2017 | Q2 2023 | 23 |
AdvisorNet Financial, Inc | 18 | 5 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 23 |
Financial Architects, Inc | 18 | 5 | 0.00% | 0.00% | 0.02% | Q2 2014 | Q2 2020 | 23 |
JMG Financial Group, Ltd. | 22 | 22 | 0.08% | 0.19% | 0.33% | Q2 2018 | Q3 2023 | 22 |
Shamrock Asset Management LLC | 12 | 10 | 0.02% | 0.10% | 0.47% | Q2 2013 | Q3 2019 | 22 |
Allianz Asset Management GmbH | 15 | 7 | 0.00% | 0.14% | 0.29% | Q2 2013 | Q3 2023 | 22 |
Janney Montgomery Scott LLC | 9 | 1 | 0.00% | 0.02% | 0.12% | Q3 2013 | Q1 2022 | 22 |
CAPTRUST FINANCIAL ADVISORS | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2022 | 22 |
PRUDENTIAL FINANCIAL INC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Simplicity Solutions, LLC | 18 | 1 | 0.01% | 0.15% | 2.12% | Q1 2015 | Q2 2022 | 22 |
BlackRock Inc. | 14 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2022 | 22 |
Covington Capital Management | 21 | 21 | 0.01% | 0.06% | 0.29% | Q3 2017 | Q3 2022 | 21 |
AFAM CAPITAL, INC. | 21 | 21 | 0.05% | 1.28% | 3.48% | Q2 2013 | Q2 2018 | 21 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 18 | 3 | 0.00% | 0.02% | 0.08% | Q1 2017 | Q3 2023 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.20% | 0.34% | 0.48% | Q1 2017 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
Bellecapital International Ltd. | 14 | 7 | 0.69% | 2.01% | 3.77% | Q4 2013 | Q3 2023 | 21 |
BANK HAPOALIM BM | 21 | 21 | 0.01% | 0.10% | 0.34% | Q4 2013 | Q4 2018 | 21 |
REILLY FINANCIAL ADVISORS, LLC | 14 | 1 | 0.00% | 0.02% | 0.06% | Q1 2015 | Q4 2021 | 21 |
D.A. DAVIDSON & CO. | 17 | 4 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2021 | 21 |
Citadel Advisors | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q4 2022 | 21 |
WEDBUSH SECURITIES INC | 18 | 1 | 0.01% | 0.04% | 0.13% | Q2 2013 | Q3 2023 | 21 |
Winfield Associates, Inc. | 21 | 21 | 0.01% | 0.29% | 0.54% | Q2 2014 | Q2 2019 | 21 |
BerganKDV Wealth Management, LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2023 | 21 |
Cordasco Financial Network | 21 | 21 | 0.03% | 0.22% | 0.84% | Q4 2013 | Q4 2018 | 21 |
Sage Advisory Services, Ltd.Co. | 15 | 1 | 0.07% | 2.39% | 7.90% | Q3 2013 | Q4 2020 | 21 |
CONDOR CAPITAL MANAGEMENT | 20 | 20 | 1.12% | 1.32% | 1.52% | Q4 2018 | Q3 2023 | 20 |
NOTTINGHAM ADVISORS, INC. | 20 | 20 | 0.02% | 0.76% | 3.87% | Q2 2016 | Q1 2021 | 20 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 20 | 20 | 0.00% | 0.10% | 0.25% | Q1 2016 | Q4 2020 | 20 |
MILLENNIUM MANAGEMENT LLC | 16 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2020 | 20 |
Dynamic Advisor Solutions LLC | 17 | 1 | 0.04% | 0.24% | 0.40% | Q4 2013 | Q1 2019 | 20 |
Highlander Capital Management, LLC | 20 | 20 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q4 2018 | 20 |
TFG Advisers LLC | 20 | 20 | 0.16% | 0.22% | 0.31% | Q4 2018 | Q3 2023 | 20 |
SIGNATUREFD, LLC | 9 | 1 | 0.00% | 0.00% | 0.04% | Q3 2013 | Q2 2022 | 20 |
Ballast, Inc. | 20 | 20 | 0.46% | 1.56% | 3.88% | Q4 2017 | Q3 2022 | 20 |
PFS INVESTMENTS INC. | 20 | 20 | 0.03% | 0.08% | 0.14% | Q3 2018 | Q2 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.02% | 0.09% | Q4 2017 | Q3 2022 | 20 |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 13 | 6 | 0.14% | 0.90% | 2.45% | Q4 2017 | Q3 2023 | 19 |
Hilltop Holdings Inc. | 19 | 19 | 0.13% | 0.37% | 0.53% | Q2 2013 | Q4 2017 | 19 |
OneDigital Investment Advisors LLC | 9 | 5 | 0.03% | 0.13% | 0.34% | Q2 2017 | Q3 2023 | 19 |
Baird Financial Group, Inc. | 19 | 19 | 0.00% | 0.01% | 0.04% | Q2 2015 | Q4 2019 | 19 |
TELEMUS CAPITAL, LLC | 19 | 19 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q4 2022 | 19 |
PFG Advisors | 19 | 19 | 0.04% | 0.18% | 0.52% | Q4 2017 | Q2 2022 | 19 |
CAHILL FINANCIAL ADVISORS INC | 18 | 1 | 0.02% | 0.84% | 2.08% | Q1 2014 | Q3 2021 | 19 |
Community Bank, N.A. | 19 | 19 | 0.00% | 0.29% | 1.00% | Q4 2015 | Q2 2020 | 19 |
Aspire Private Capital, LLC | 13 | 6 | 0.00% | 0.03% | 0.13% | Q4 2018 | Q3 2023 | 19 |
FMR LLC | 16 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 19 |
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 19 | 19 | 0.02% | 0.17% | 0.28% | Q2 2017 | Q4 2021 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
TSFG, LLC | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 18 | 18 | 0.00% | 0.10% | 0.50% | Q2 2019 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.08% | 0.27% | 0.38% | Q2 2013 | Q3 2017 | 18 |
Windhaven Investment Management, Inc. | 18 | 18 | 0.36% | 1.68% | 5.43% | Q2 2013 | Q3 2017 | 18 |
SVA Wealth Management, LLC | 17 | 1 | 0.02% | 0.06% | 0.16% | Q4 2015 | Q4 2020 | 18 |
Jacobus Wealth Management, Inc. | 18 | 18 | 0.12% | 0.20% | 0.30% | Q2 2013 | Q3 2017 | 18 |
Newfound Research LLC | 18 | 18 | 0.00% | 0.03% | 0.09% | Q4 2015 | Q1 2020 | 18 |
MainStreet Investment Advisors LLC | 18 | 18 | 0.04% | 0.14% | 0.56% | Q2 2019 | Q3 2023 | 18 |
Renaissance Technologies | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 18 |
HBK Sorce Advisory LLC | 17 | 1 | 0.02% | 0.25% | 1.47% | Q4 2014 | Q4 2019 | 18 |
TD Ameritrade Trust Co | 18 | 18 | 0.17% | 0.27% | 1.34% | Q2 2013 | Q3 2017 | 18 |
Aveo Capital Partners, LLC | 11 | 1 | 0.04% | 0.10% | 0.43% | Q4 2018 | Q3 2023 | 18 |
CEDAR HILL ASSOCIATES, LLC | 18 | 18 | 1.47% | 1.83% | 2.23% | Q2 2013 | Q3 2017 | 18 |
BARCLAYS PLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2021 | 18 |
Weatherstone Capital Management | 11 | 7 | 0.25% | 4.26% | 15.81% | Q2 2013 | Q4 2017 | 18 |
THRIVENT FINANCIAL FOR LUTHERANS | 13 | 2 | 0.00% | 0.00% | 0.02% | Q3 2014 | Q3 2023 | 18 |
NewEdge Advisors, LLC | 17 | 1 | 0.01% | 0.06% | 0.16% | Q2 2017 | Q3 2023 | 18 |
Man Group plc | 8 | 3 | 0.00% | 0.03% | 0.06% | Q1 2018 | Q3 2023 | 17 |
McIlrath & Eck, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2022 | 17 |
ETRADE Capital Management LLC | 9 | 1 | 0.03% | 0.31% | 1.18% | Q3 2013 | Q3 2020 | 17 |
Exchange Capital Management, Inc. | 16 | 1 | 0.01% | 0.05% | 0.15% | Q2 2013 | Q3 2018 | 17 |
Invesco Ltd. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 17 |
Bartlett & Co. LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2023 | 17 |
Pacifica Partners Inc. | 17 | 17 | 0.01% | 0.02% | 0.18% | Q4 2019 | Q4 2023 | 17 |
Friedenthal Financial | 6 | 1 | 0.15% | 1.60% | 3.89% | Q4 2016 | Q3 2023 | 17 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 16 | 1 | 0.01% | 0.13% | 0.56% | Q4 2018 | Q3 2023 | 17 |
Patriot Financial Group Insurance Agency, LLC | 12 | 5 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q2 2022 | 17 |
Global Trust Asset Management, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2021 | 16 |
Argent Trust Co | 14 | 2 | 0.04% | 0.12% | 0.17% | Q1 2015 | Q3 2023 | 16 |
EXANE DERIVATIVES | 16 | 16 | 0.00% | 0.00% | 0.06% | Q3 2018 | Q2 2022 | 16 |
B. Riley Wealth Management, Inc. | 16 | 16 | 0.04% | 0.08% | 0.18% | Q3 2018 | Q2 2022 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.04% | 0.06% | 0.11% | Q4 2019 | Q3 2023 | 16 |
Freedom Investment Management, Inc. | 5 | 3 | 0.03% | 0.08% | 0.14% | Q3 2014 | Q2 2022 | 16 |
Traynor Capital Management, Inc. | 13 | 3 | 0.07% | 0.15% | 0.38% | Q4 2014 | Q4 2019 | 16 |
Mine & Arao Wealth Creation & Management, LLC. | 16 | 16 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Accuvest Global Advisors | 16 | 16 | 0.09% | 0.22% | 0.48% | Q4 2014 | Q3 2018 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
BELLEVUE ASSET MANAGEMENT, LLC | 16 | 16 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 16 |
RiverFront Investment Group, LLC | 16 | 16 | 0.80% | 3.62% | 5.69% | Q1 2013 | Q4 2016 | 16 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 7 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2022 | 16 |
CENTAURUS FINANCIAL, INC. | 10 | 6 | 0.01% | 0.02% | 0.05% | Q1 2018 | Q1 2022 | 16 |
Cypress Capital Group | 16 | 16 | 0.03% | 0.05% | 0.06% | Q3 2018 | Q2 2022 | 16 |
GeoWealth Management, LLC | 16 | 16 | 0.05% | 0.39% | 1.56% | Q4 2019 | Q3 2023 | 16 |
Richard Bernstein Advisors LLC | 8 | 8 | 0.00% | 1.05% | 2.89% | Q4 2016 | Q3 2022 | 16 |
Winslow, Evans & Crocker, Inc. | 10 | 3 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q4 2020 | 16 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 16 | 16 | 0.04% | 0.96% | 4.05% | Q1 2015 | Q4 2018 | 16 |
DEUTSCHE BANK AG\ | 10 | 6 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2021 | 16 |
Efficient Market Advisors, LLC | 15 | 15 | 0.00% | 0.31% | 0.60% | Q3 2013 | Q1 2017 | 15 |
Aptus Capital Advisors, LLC | 13 | 2 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 15 |
B. Riley Wealth Advisors, Inc. | 6 | 1 | 0.00% | 0.02% | 0.07% | Q2 2014 | Q2 2023 | 15 |
HL FINANCIAL SERVICES LLC | 11 | 4 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q1 2017 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.01% | 0.24% | 0.65% | Q2 2013 | Q4 2016 | 15 |
SOL Capital Management CO | 7 | 1 | 0.03% | 0.23% | 0.41% | Q2 2017 | Q3 2023 | 15 |
Rockefeller Capital Management L.P. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Capital Investment Advisory Services, LLC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2023 | 15 |
Retirement Group, LLC | 14 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.03% | 0.05% | 0.09% | Q1 2020 | Q3 2023 | 15 |
SUNTRUST BANKS INC | 6 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2019 | 15 |
M&T BANK CORP | 13 | 2 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q2 2018 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.04% | 0.06% | 0.09% | Q2 2016 | Q4 2019 | 15 |
LEVEL FOUR ADVISORY SERVICES, LLC | 7 | 4 | 0.02% | 0.03% | 0.06% | Q1 2019 | Q3 2023 | 15 |
Homrich & Berg | 15 | 15 | 0.02% | 0.05% | 0.16% | Q2 2016 | Q4 2019 | 15 |
Clean Yield Group | 15 | 15 | 0.14% | 0.15% | 0.16% | Q1 2015 | Q3 2018 | 15 |
Parkside Investments, LLC | 15 | 15 | 0.87% | 1.32% | 1.66% | Q1 2017 | Q3 2020 | 15 |
BCWM, LLC | 15 | 15 | 0.13% | 0.18% | 0.22% | Q3 2016 | Q1 2020 | 15 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Charles Schwab Investment Advisory, Inc. | 13 | 1 | 0.01% | 2.84% | 6.06% | Q2 2013 | Q1 2019 | 14 |
OPTIMUM INVESTMENT ADVISORS | 14 | 14 | 0.01% | 0.05% | 0.10% | Q1 2018 | Q2 2021 | 14 |
Global Financial Private Capital, Inc | 14 | 14 | 0.10% | 0.30% | 0.58% | Q1 2017 | Q2 2020 | 14 |
Hudock, Inc. | 11 | 3 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q4 2016 | 14 |
Virtu KCG Holdings LLC | 14 | 14 | 0.00% | 0.17% | 1.74% | Q1 2014 | Q2 2017 | 14 |
Hanlon Investment Management, Inc. | 5 | 1 | 0.11% | 4.02% | 12.34% | Q3 2013 | Q4 2022 | 14 |
River Wealth Advisors LLC | 14 | 14 | 0.11% | 0.26% | 0.44% | Q1 2017 | Q2 2020 | 14 |
Stratos Wealth Partners, LTD. | 4 | 1 | 0.01% | 0.02% | 0.08% | Q4 2014 | Q3 2023 | 14 |
Wealthstreet Investment Advisors, LLC | 14 | 14 | 0.05% | 0.06% | 0.07% | Q4 2017 | Q1 2021 | 14 |
Csenge Advisory Group | 6 | 1 | 0.02% | 0.14% | 0.43% | Q1 2019 | Q3 2023 | 14 |
Valeo Financial Advisors, LLC | 14 | 14 | 0.00% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 14 |
Virtue Capital Management, LLC | 6 | 1 | 0.06% | 0.53% | 2.74% | Q4 2017 | Q4 2021 | 14 |
HOWARD WEALTH MANAGEMENT, LLC | 7 | 1 | 0.01% | 0.31% | 0.47% | Q4 2019 | Q3 2023 | 13 |
RAND WEALTH, LLC | 13 | 13 | 0.29% | 0.54% | 1.01% | Q3 2015 | Q3 2018 | 13 |
Stonebridge Financial Planning Group, LLC | 9 | 4 | 0.04% | 0.23% | 0.54% | Q4 2019 | Q3 2023 | 13 |
Rafferty Asset Management, LLC | 9 | 1 | 0.06% | 0.93% | 2.16% | Q2 2013 | Q1 2018 | 13 |
Key FInancial Inc | 12 | 1 | 0.02% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 13 |
Private Capital Group, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2021 | 13 |
Elevated Capital Advisors, LLC | 5 | 1 | 0.10% | 0.31% | 0.92% | Q1 2019 | Q3 2023 | 13 |
Compass Financial Group, Inc. | 13 | 13 | 1.37% | 1.58% | 1.94% | Q3 2020 | Q3 2023 | 13 |
VSR Financial Services, Inc. | 13 | 13 | 0.05% | 0.10% | 0.13% | Q2 2013 | Q2 2016 | 13 |
StrategIQ Financial Group, LLC | 13 | 13 | 0.09% | 0.12% | 0.16% | Q2 2016 | Q2 2019 | 13 |
Integrated Wealth Concepts LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Allworth Financial LP | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 13 |
OLD MISSION CAPITAL LLC | 3 | 1 | 0.01% | 0.13% | 0.60% | Q2 2017 | Q3 2023 | 13 |
AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 13 | 13 | 0.13% | 0.14% | 0.15% | Q1 2015 | Q1 2018 | 13 |
Tortoise Investment Management, LLC | 9 | 4 | 0.00% | 0.13% | 0.35% | Q4 2012 | Q4 2017 | 13 |
Live Your Vision, LLC | 10 | 3 | 0.00% | 2.61% | 5.29% | Q3 2013 | Q2 2017 | 13 |
CreativeOne Wealth, LLC | 13 | 13 | 0.03% | 0.06% | 0.08% | Q3 2020 | Q3 2023 | 13 |
ENTERPRISE FINANCIAL SERVICES CORP | 12 | 12 | 0.00% | 1.12% | 2.61% | Q1 2019 | Q4 2021 | 12 |
EXENCIAL WEALTH ADVISORS, LLC | 10 | 2 | 0.11% | 0.22% | 0.89% | Q1 2013 | Q3 2023 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.02% | 0.08% | 0.19% | Q4 2020 | Q3 2023 | 12 |
MCF Advisors LLC | 12 | 12 | 0.00% | 0.04% | 0.13% | Q1 2017 | Q4 2019 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2016 | 12 |
SEI INVESTMENTS CO | 6 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2018 | 12 |
Gradient Capital Advisors, LLC | 10 | 2 | 0.10% | 0.27% | 0.52% | Q4 2017 | Q2 2021 | 12 |
Community Financial Services Group, LLC | 12 | 12 | 0.26% | 0.45% | 0.65% | Q2 2013 | Q1 2016 | 12 |
RWA WEALTH PARTNERS, LLC | 12 | 12 | 1.46% | 2.58% | 3.65% | Q1 2017 | Q4 2019 | 12 |
Graves Light Lenhart Wealth, Inc. | 12 | 12 | 0.00% | 0.34% | 1.02% | Q4 2020 | Q3 2023 | 12 |
Charter Oak Capital Management, LLC | 12 | 12 | 0.00% | 0.07% | 0.12% | Q4 2020 | Q3 2023 | 12 |
Van Hulzen Asset Management, LLC | 12 | 12 | 0.04% | 0.07% | 0.09% | Q1 2018 | Q4 2020 | 12 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2021 | 12 |
IFG Advisory, LLC | 12 | 12 | 0.09% | 0.11% | 0.13% | Q4 2020 | Q3 2023 | 12 |
JT Stratford LLC | 11 | 1 | 0.21% | 1.04% | 2.38% | Q4 2016 | Q4 2019 | 12 |
OPPENHEIMER & CO INC | 10 | 2 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2023 | 12 |
MinichMacGregor Wealth Management, LLC | 11 | 1 | 0.43% | 3.46% | 5.59% | Q4 2018 | Q3 2023 | 12 |
PARK AVENUE SECURITIES LLC | 6 | 1 | 0.01% | 0.02% | 0.07% | Q4 2015 | Q4 2021 | 12 |
SCOTIA CAPITAL INC. | 8 | 2 | 0.00% | 0.03% | 0.04% | Q1 2014 | Q3 2018 | 12 |
DB Wealth Management Group, LLC | 12 | 12 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
CURIAN CAPITAL LLC | 11 | 11 | 0.25% | 1.33% | 2.69% | Q2 2013 | Q4 2015 | 11 |
Samalin Investment Counsel, LLC | 11 | 11 | 0.14% | 0.21% | 0.34% | Q4 2019 | Q2 2022 | 11 |
Allianz Investment Management U.S. LLC | 11 | 11 | 0.05% | 0.07% | 0.09% | Q1 2021 | Q3 2023 | 11 |
Braun-Bostich & Associates Inc. | 7 | 4 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q3 2020 | 11 |
Anchor Investment Management, LLC | 11 | 11 | 0.01% | 0.06% | 0.10% | Q1 2016 | Q3 2018 | 11 |
Advisor OS, LLC | 11 | 11 | 0.06% | 0.11% | 0.14% | Q1 2021 | Q3 2023 | 11 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 11 | 11 | 0.01% | 0.02% | 0.03% | Q3 2016 | Q1 2019 | 11 |
Signify Wealth | 11 | 11 | 0.42% | 3.45% | 7.76% | Q4 2020 | Q2 2023 | 11 |
Gilman Hill Asset Management, LLC | 4 | 2 | 0.04% | 0.13% | 0.29% | Q1 2014 | Q3 2023 | 11 |
Westside Investment Management, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
EFG Asset Management (Americas) Corp. | 4 | 1 | 0.03% | 0.06% | 0.08% | Q4 2013 | Q4 2019 | 11 |
Vantage Investment Advisors, LLC | 7 | 4 | 0.00% | 0.03% | 0.08% | Q1 2015 | Q3 2018 | 11 |
Crestone Asset Management LLC | 11 | 11 | 0.30% | 0.43% | 0.62% | Q1 2021 | Q3 2023 | 11 |
Clark Capital Management Group, Inc. | 7 | 1 | 0.08% | 0.62% | 0.84% | Q1 2019 | Q1 2022 | 11 |
Vectors Research Management, LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2022 | 11 |
Bluefin Trading, LLC | 3 | 1 | 0.04% | 0.51% | 1.05% | Q1 2014 | Q2 2019 | 11 |
Brookstone Capital Management | 3 | 2 | 0.00% | 0.54% | 1.04% | Q1 2015 | Q3 2018 | 11 |
Advisors Asset Management, Inc. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2020 | 11 |
Montecito Bank & Trust | 10 | 1 | 0.03% | 0.56% | 1.20% | Q2 2013 | Q4 2016 | 11 |
ADVISORY RESEARCH INC | 10 | 1 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2016 | 11 |
Concert Wealth Management Inc. | 7 | 4 | 0.04% | 0.10% | 0.26% | Q3 2013 | Q3 2016 | 11 |
Yorktown Management & Research Co Inc | 10 | 10 | 0.06% | 1.86% | 4.63% | Q2 2013 | Q3 2015 | 10 |
SYNOVUS FINANCIAL CORP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2020 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.06% | 0.10% | Q1 2021 | Q3 2023 | 10 |
Curtis Advisory Group, LLC | 10 | 10 | 0.09% | 0.19% | 0.35% | Q2 2021 | Q3 2023 | 10 |
Avior Wealth Management, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 10 |
Sugarloaf Wealth Management, LLC | 10 | 10 | 0.00% | 0.37% | 2.98% | Q4 2019 | Q1 2022 | 10 |
Faithward Advisors, LLC | 10 | 10 | 0.02% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
MOODY NATIONAL BANK TRUST DIVISION | 10 | 10 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q2 2021 | 10 |
LIBERTY WEALTH MANAGEMENT LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2021 | 10 |
Cornerstone Wealth Management, LLC | 9 | 1 | 0.02% | 0.07% | 0.17% | Q3 2016 | Q1 2019 | 10 |
Accel Wealth Management | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
FRANKLIN RESOURCES INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 10 |
Connecticut Wealth Management, LLC | 10 | 10 | 0.03% | 0.27% | 0.68% | Q2 2019 | Q3 2021 | 10 |
Capital Asset Advisory Services LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2022 | 10 |
State of Tennessee, Treasury Department | 5 | 2 | 0.00% | 0.03% | 0.10% | Q4 2017 | Q1 2021 | 10 |
Sowell Financial Services LLC | 10 | 10 | 0.00% | 0.10% | 0.24% | Q3 2019 | Q4 2021 | 10 |
Monument Capital Management | 10 | 10 | 0.24% | 0.29% | 0.55% | Q2 2018 | Q3 2020 | 10 |
Capstone Triton Financial Group, LLC | 10 | 10 | 0.15% | 0.21% | 0.53% | Q4 2020 | Q1 2023 | 10 |
Strategic Investment Advisors / MI | 10 | 10 | 0.17% | 0.54% | 0.97% | Q4 2018 | Q1 2021 | 10 |
WOLVERINE TRADING, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 10 |
ProVise Management Group, LLC | 6 | 4 | 0.02% | 0.12% | 0.20% | Q2 2013 | Q3 2021 | 10 |
Plante Moran Financial Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q4 2022 | 10 |
Partnervest Advisory Services LLC | 5 | 5 | 0.01% | 0.09% | 0.19% | Q2 2013 | Q3 2020 | 10 |
Financial Gravity Asset Management, Inc. | 5 | 1 | 0.00% | 0.09% | 0.24% | Q1 2018 | Q2 2022 | 10 |
SevenOneSeven Capital Management | 10 | 10 | 0.08% | 2.08% | 3.06% | Q2 2021 | Q3 2023 | 10 |
PERSONAL CFO SOLUTIONS, LLC | 6 | 3 | 0.00% | 0.08% | 0.15% | Q3 2019 | Q4 2021 | 9 |
Kohmann Bosshard Financial Services, LLC | 7 | 2 | 0.06% | 0.60% | 1.74% | Q4 2016 | Q1 2019 | 9 |
AVALON CAPITAL MANAGEMENT | 9 | 9 | 0.21% | 0.96% | 3.40% | Q2 2013 | Q2 2015 | 9 |
SouthState Corp | 8 | 1 | 0.00% | 0.91% | 1.99% | Q4 2013 | Q2 2023 | 9 |
ALESCO ADVISORS LLC | 9 | 9 | 0.06% | 0.06% | 0.06% | Q4 2014 | Q4 2016 | 9 |
Spire Wealth Management | 6 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
Beacon Financial Advisory LLC | 5 | 1 | 0.15% | 0.19% | 0.23% | Q4 2019 | Q3 2023 | 9 |
OPPENHEIMER ASSET MANAGEMENT INC. | 6 | 3 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2020 | 9 |
Crew Capital Management, Ltd. | 9 | 9 | 0.32% | 0.37% | 0.44% | Q1 2021 | Q1 2023 | 9 |
WealthTrust-Arizona, LLC | 9 | 9 | 0.00% | 0.41% | 1.61% | Q2 2013 | Q2 2015 | 9 |
Mariner, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q3 2023 | 9 |
Leelyn Smith, LLC | 6 | 3 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2022 | 9 |
Orion Portfolio Solutions, LLC | 9 | 9 | 0.01% | 0.04% | 0.05% | Q4 2019 | Q4 2021 | 9 |
KELLEHER FINANCIAL ADVISORS | 6 | 3 | 0.02% | 0.14% | 0.17% | Q1 2014 | Q3 2016 | 9 |
DeDora Capital, Inc. | 9 | 9 | 0.69% | 0.79% | 0.96% | Q4 2017 | Q4 2019 | 9 |
All Terrain Financial Advisors, LLC | 9 | 9 | 0.07% | 0.09% | 0.10% | Q4 2017 | Q4 2019 | 9 |
Jefferies Group LLC | 5 | 1 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q3 2019 | 9 |
Estate Counselors, LLC | 9 | 9 | 0.22% | 2.98% | 4.62% | Q4 2013 | Q4 2015 | 9 |
United Capital Management of KS, Inc. | 9 | 9 | 0.10% | 0.73% | 1.35% | Q3 2020 | Q3 2022 | 9 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 8 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q1 2019 | 9 |
Qube Research & Technologies Ltd | 3 | 1 | 0.00% | 0.13% | 0.72% | Q4 2019 | Q3 2023 | 9 |
Mirae Asset Global Investments Co., Ltd. | 4 | 1 | 0.00% | 0.20% | 0.61% | Q3 2013 | Q3 2019 | 9 |
Howard Capital Management Inc. | 8 | 1 | 0.34% | 0.57% | 1.27% | Q1 2019 | Q4 2021 | 9 |
Disciplined Investments, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2021 | 9 |
A. D. Beadell Investment Counsel, Inc. | 9 | 9 | 0.32% | 0.36% | 0.41% | Q2 2013 | Q2 2015 | 9 |
WFG Advisors, LP | 6 | 3 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q2 2017 | 9 |
Beacon Pointe Advisors, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
New England Private Wealth Advisors LLC | 9 | 9 | 0.19% | 0.71% | 0.92% | Q1 2013 | Q1 2015 | 9 |
Prospera Financial Services Inc | 7 | 2 | 0.00% | 0.02% | 0.03% | Q3 2020 | Q4 2022 | 9 |
NTV ASSET MANAGEMENT LLC | 9 | 9 | 0.15% | 0.17% | 0.19% | Q2 2013 | Q2 2015 | 9 |
Ironwood Financial, llc | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2021 | 8 |
Mechanics Financial Corp | 8 | 8 | 1.16% | 1.36% | 1.53% | Q4 2021 | Q3 2023 | 8 |
Clearview Wealth Advisors LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 8 |
Baldrige Asset Management LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2023 | 8 |
LEUTHOLD GROUP, LLC | 7 | 1 | 0.20% | 0.43% | 0.62% | Q2 2013 | Q2 2015 | 8 |
RMR Wealth Builders | 8 | 8 | 0.71% | 1.15% | 1.35% | Q4 2021 | Q3 2023 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.03% | 0.31% | 0.55% | Q2 2013 | Q1 2015 | 8 |
Braver Wealth Management, LLC | 4 | 4 | 0.28% | 2.16% | 3.69% | Q4 2014 | Q4 2016 | 8 |
Quantitative Advantage, LLC | 4 | 1 | 1.23% | 3.29% | 4.59% | Q3 2013 | Q2 2017 | 8 |
Ascent Group, LLC | 8 | 8 | 0.03% | 0.10% | 0.36% | Q4 2021 | Q3 2023 | 8 |
MANAGED ACCOUNT ADVISORS LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2015 | 8 |
CAROLINAS WEALTH CONSULTING LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q1 2022 | 8 |
TOEWS CORP /ADV | 6 | 1 | 0.32% | 1.53% | 3.86% | Q2 2020 | Q1 2023 | 8 |
Parasol Investment Management, LLC | 8 | 8 | 0.06% | 4.80% | 14.89% | Q3 2013 | Q2 2015 | 8 |
Menard Financial Group LLC | 6 | 2 | 0.31% | 0.87% | 2.99% | Q4 2019 | Q4 2021 | 8 |
Advocacy Wealth Management Services, LLC | 8 | 8 | 0.00% | 0.11% | 0.56% | Q4 2015 | Q3 2017 | 8 |
Value Monitoring, Inc. | 2 | 1 | 4.94% | 31.73% | 50.03% | Q4 2016 | Q1 2022 | 8 |
GM Advisory Group, LLC | 6 | 2 | 0.29% | 1.71% | 5.81% | Q2 2015 | Q1 2022 | 8 |
3D ASSET MANAGEMENT, INC | 7 | 1 | 0.06% | 1.45% | 2.42% | Q3 2013 | Q1 2016 | 8 |
Annapolis Financial Services, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Regal Investment Advisors LLC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q3 2015 | 8 |
Financial & Tax Architects, LLC | 5 | 3 | 0.70% | 0.94% | 1.18% | Q1 2021 | Q3 2023 | 8 |
Moors & Cabot, Inc. | 3 | 2 | 0.03% | 0.07% | 0.10% | Q2 2014 | Q3 2019 | 8 |
Main Management LLC | 8 | 8 | 0.10% | 0.16% | 0.23% | Q1 2015 | Q4 2016 | 8 |
McAdam, LLC | 3 | 2 | 0.01% | 0.03% | 0.05% | Q1 2018 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Financial Futures Ltd Liability Co. | 8 | 8 | 2.49% | 3.76% | 5.06% | Q4 2021 | Q3 2023 | 8 |
Barden Capital Management, Inc. | 8 | 8 | 1.18% | 1.80% | 2.34% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Capital Advantage, Inc. | 8 | 8 | 5.81% | 7.46% | 10.08% | Q4 2013 | Q3 2015 | 8 |
Realta Investment Advisors | 4 | 2 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 8 |
PRIVATE TRUST CO NA | 7 | 7 | 0.02% | 0.06% | 0.20% | Q1 2013 | Q3 2014 | 7 |
FOUNDERS BANK & TRUST | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 7 |
JOHNSON INVESTMENT COUNSEL INC | 6 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q3 2017 | 7 |
BANK OF NOVA SCOTIA | 7 | 7 | 0.00% | 0.05% | 0.10% | Q3 2021 | Q1 2023 | 7 |
PEDDOCK CAPITAL ADVISORS, LLC | 7 | 7 | 0.50% | 0.80% | 1.24% | Q4 2013 | Q2 2015 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.08% | 0.39% | 0.60% | Q2 2013 | Q4 2014 | 7 |
CAPSTONE INVESTMENT ADVISORS, LLC | 3 | 1 | 0.00% | 0.02% | 0.02% | Q4 2019 | Q2 2023 | 7 |
AVIANCE CAPITAL MANAGEMENT, LLC | 5 | 1 | 0.00% | 0.07% | 0.13% | Q1 2015 | Q1 2018 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.04% | 0.08% | Q1 2022 | Q3 2023 | 7 |
TD Capital Management LLC | 4 | 3 | 0.01% | 1.92% | 3.98% | Q2 2013 | Q2 2015 | 7 |
Investors Capital Advisory Services | 6 | 1 | 0.04% | 0.05% | 0.06% | Q3 2014 | Q2 2016 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.11% | 0.15% | 0.19% | Q2 2020 | Q4 2021 | 7 |
Avestar Capital, LLC | 7 | 7 | 0.05% | 0.05% | 0.06% | Q4 2017 | Q2 2019 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.08% | 0.17% | 0.23% | Q2 2013 | Q4 2014 | 7 |
RELIANCE TRUST CO OF DELAWARE | 7 | 7 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q4 2014 | 7 |
Congress Wealth Management LLC / DE / | 7 | 7 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2023 | 7 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 7 | 7 | 0.02% | 0.03% | 0.08% | Q4 2017 | Q2 2019 | 7 |
CIBC WORLD MARKET INC. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2022 | 7 |
Private Advisory Group LLC | 5 | 2 | 0.20% | 1.13% | 2.12% | Q1 2017 | Q1 2019 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.06% | 0.21% | 0.40% | Q4 2021 | Q2 2023 | 7 |
Sound Income Strategies, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2021 | 7 |
RELIANCE TRUST CO | 7 | 7 | 0.20% | 0.40% | 0.50% | Q2 2013 | Q4 2014 | 7 |
SNS Financial Group, LLC | 4 | 3 | 0.08% | 0.20% | 0.43% | Q2 2013 | Q1 2015 | 7 |
Independent Portfolio Consultants, Inc. | 3 | 1 | 0.09% | 0.19% | 0.38% | Q1 2014 | Q2 2017 | 7 |
Ledyard National Bank | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2018 | 7 |
Truvestments Capital LLC | 3 | 2 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q2 2021 | 7 |
CIM INVESTMENT MANAGEMENT INC | 7 | 7 | 0.21% | 0.23% | 0.26% | Q1 2014 | Q3 2015 | 7 |
Ameritas Investment Company, LLC | 3 | 1 | 0.01% | 0.04% | 0.08% | Q4 2018 | Q3 2021 | 7 |
Hedeker Wealth, LLC | 7 | 7 | 0.24% | 0.48% | 0.64% | Q3 2017 | Q1 2019 | 7 |
WASHINGTON TRUST BANK | 7 | 7 | 0.01% | 0.05% | 0.09% | Q1 2014 | Q3 2015 | 7 |
Advisory Alpha, LLC | 7 | 7 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2018 | 7 |
BROWN BROTHERS HARRIMAN & CO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2014 | 7 |
STOCK YARDS BANK & TRUST CO | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 7 |
East Coast Asset Management, LLC. | 7 | 7 | 0.11% | 0.13% | 0.15% | Q4 2012 | Q2 2014 | 7 |
Sandy Spring Bank | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2017 | 7 |
Integrated Wealth Management | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2016 | 7 |
Bank of New Hampshire | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Ameritas Advisory Services, LLC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Blue Edge Capital, LLC | 7 | 7 | 0.98% | 1.18% | 1.45% | Q4 2013 | Q2 2015 | 7 |
Surevest, LLC | 4 | 3 | 0.00% | 0.08% | 0.28% | Q4 2018 | Q3 2022 | 7 |
QCI ASSET MANAGEMENT INC/NY | 6 | 6 | 0.01% | 0.04% | 0.07% | Q2 2020 | Q3 2021 | 6 |
Cetera Advisors LLC | 4 | 1 | 0.00% | 0.02% | 0.02% | Q3 2018 | Q3 2023 | 6 |
Goelzer Investment Management, Inc. | 6 | 6 | 0.76% | 1.66% | 1.94% | Q2 2015 | Q3 2016 | 6 |
Venturi Wealth Management, LLC | 6 | 6 | 0.04% | 0.05% | 0.07% | Q4 2020 | Q1 2022 | 6 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2022 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.06% | 0.07% | 0.08% | Q2 2018 | Q3 2019 | 6 |
IRON Financial LLC | 5 | 1 | 1.04% | 1.77% | 2.22% | Q4 2015 | Q4 2017 | 6 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 6 | 6 | 0.06% | 0.09% | 0.12% | Q2 2013 | Q3 2014 | 6 |
TORONTO DOMINION BANK | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q2 2014 | 6 |
Newbridge Financial Services Group, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
WealthOne, LLC | 4 | 2 | 0.11% | 0.17% | 0.35% | Q4 2018 | Q4 2020 | 6 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 5 | 1 | 0.01% | 0.22% | 0.51% | Q3 2013 | Q1 2015 | 6 |
TRUST CO OF VERMONT | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2015 | 6 |
FLAGSHIP HARBOR ADVISORS, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2019 | 6 |
WFA of San Diego, LLC | 2 | 1 | 0.08% | 0.11% | 0.13% | Q3 2021 | Q3 2023 | 6 |
EPG Wealth Management LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 6 |
AHL Partners LLP | 6 | 6 | 0.10% | 0.14% | 0.17% | Q3 2016 | Q4 2017 | 6 |
FIRST INTERSTATE BANK | 6 | 6 | 0.04% | 0.06% | 0.08% | Q2 2022 | Q3 2023 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q3 2014 | 6 |
PATRON PARTNERS, LLC | 6 | 6 | 0.30% | 0.35% | 0.42% | Q4 2020 | Q1 2022 | 6 |
OXFORD ASSET MANAGEMENT LLP | 2 | 2 | 0.01% | 0.02% | 0.05% | Q2 2017 | Q2 2019 | 6 |
Buckingham Capital Management, Inc. | 6 | 6 | 0.53% | 2.76% | 4.79% | Q1 2015 | Q2 2016 | 6 |
BTS Asset Management, Inc. | 5 | 1 | 0.54% | 2.11% | 5.06% | Q1 2016 | Q3 2017 | 6 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 6 | 6 | 0.03% | 0.06% | 0.13% | Q2 2017 | Q3 2018 | 6 |
F-Squared Investment Management, LLC | 5 | 1 | 1.60% | 1.97% | 2.78% | Q3 2013 | Q2 2015 | 6 |
ALLIANZ INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.06% | 0.07% | 0.10% | Q3 2019 | Q4 2020 | 6 |
RMB Capital Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 6 |
UBS AG | 6 | 6 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q3 2014 | 6 |
BOENNING & SCATTERGOOD, INC. | 6 | 6 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q4 2022 | 6 |
Baltimore-Washington Financial Advisors, Inc. | 4 | 1 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2022 | 6 |
WOLFF WIESE MAGANA LLC | 6 | 6 | 0.10% | 0.11% | 0.14% | Q4 2020 | Q1 2022 | 6 |
Compagnie Lombard Odier SCmA | 3 | 3 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2017 | 6 |
CALTON & ASSOCIATES, INC. | 5 | 5 | 0.06% | 0.09% | 0.11% | Q4 2017 | Q4 2018 | 5 |
Centennial Wealth Advisory LLC | 5 | 5 | 0.16% | 0.53% | 1.37% | Q4 2020 | Q4 2021 | 5 |
Yellowstone Partners, LLC | 5 | 5 | 0.14% | 0.15% | 0.18% | Q3 2014 | Q3 2015 | 5 |
Destination Wealth Management | 2 | 1 | 0.00% | 0.04% | 0.10% | Q4 2015 | Q1 2019 | 5 |
Visionary Wealth Advisors | 5 | 5 | 0.13% | 0.16% | 0.18% | Q3 2022 | Q3 2023 | 5 |
Moloney Securities Asset Management, LLC | 5 | 5 | 0.15% | 0.16% | 0.18% | Q4 2016 | Q4 2017 | 5 |
American Financial Network Advisory Services LLC | 5 | 5 | 0.11% | 0.90% | 2.08% | Q3 2017 | Q3 2018 | 5 |
Coppell Advisory Solutions LLC | 4 | 1 | 0.08% | 0.11% | 0.14% | Q4 2020 | Q3 2023 | 5 |
Sharkey, Howes & Javer | 5 | 5 | 0.05% | 0.08% | 0.13% | Q3 2022 | Q3 2023 | 5 |
AlphaMark Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2017 | 5 |
WealthShield Partners, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2021 | 5 |
MEEDER ASSET MANAGEMENT INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
Archer Investment Corp | 5 | 5 | 0.02% | 0.22% | 0.99% | Q4 2018 | Q4 2019 | 5 |
Madden Advisory Services, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2017 | 5 |
Baker Avenue Asset Management, LP | 5 | 5 | 0.62% | 0.77% | 0.87% | Q2 2013 | Q2 2014 | 5 |
SIGNET FINANCIAL MANAGEMENT, LLC | 4 | 1 | 0.01% | 0.10% | 0.20% | Q4 2014 | Q1 2018 | 5 |
RAY GERALD L & ASSOCIATES LTD | 5 | 5 | 0.05% | 0.06% | 0.07% | Q3 2016 | Q3 2017 | 5 |
DFPG INVESTMENTS, LLC | 5 | 5 | 0.16% | 0.22% | 0.30% | Q4 2018 | Q4 2019 | 5 |
BOSTON PRIVATE BANK & TRUST CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2014 | 5 |
TRANSCEND CAPITAL ADVISORS, LLC | 3 | 2 | 0.18% | 0.21% | 0.24% | Q4 2020 | Q1 2022 | 5 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 5 | 5 | 0.01% | 0.23% | 0.52% | Q4 2021 | Q4 2022 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Cedar Brook Financial Partners, LLC | 3 | 1 | 0.06% | 0.10% | 0.12% | Q1 2019 | Q4 2022 | 5 |
Chicago Partners Investment Group LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2018 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.00% | 0.05% | 0.11% | Q4 2016 | Q4 2017 | 5 |
CITY HOLDING CO | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2015 | 5 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 5 |
BEACON FINANCIAL GROUP | 5 | 5 | 0.05% | 0.11% | 0.16% | Q3 2021 | Q3 2022 | 5 |
Old Port Advisors | 4 | 1 | 0.11% | 0.12% | 0.14% | Q2 2018 | Q4 2019 | 5 |
TD ASSET MANAGEMENT INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 5 |
SOLARIS ASSET MANAGEMENT LLC | 5 | 5 | 0.60% | 0.95% | 1.18% | Q4 2016 | Q4 2017 | 5 |
Tarbox Family Office, Inc. | 5 | 5 | 0.01% | 0.04% | 0.06% | Q1 2017 | Q1 2018 | 5 |
Cascadia Advisory Services, LLC | 3 | 1 | 0.08% | 0.17% | 0.34% | Q4 2019 | Q3 2021 | 5 |
HHG & Company, LLC | 5 | 5 | 0.84% | 1.12% | 1.51% | Q2 2013 | Q2 2014 | 5 |
WBI INVESTMENTS, LLC | 4 | 1 | 0.49% | 0.93% | 2.52% | Q3 2014 | Q4 2016 | 5 |
Concorde Asset Management, LLC | 2 | 1 | 0.14% | 0.34% | 0.55% | Q1 2015 | Q4 2020 | 5 |
Verition Fund Management LLC | 3 | 2 | 0.05% | 0.27% | 0.68% | Q2 2013 | Q4 2014 | 5 |
Crabel Capital Management, LLC | 3 | 1 | 0.06% | 0.21% | 0.45% | Q3 2020 | Q2 2023 | 5 |
FOUNDERS FINANCIAL SECURITIES LLC | 3 | 2 | 0.16% | 0.19% | 0.21% | Q1 2014 | Q1 2016 | 5 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.14% | 0.27% | Q4 2021 | Q2 2023 | 5 |
Hilton Capital Management, LLC | 5 | 5 | 0.04% | 1.34% | 3.32% | Q4 2016 | Q4 2017 | 5 |
MONEY CONCEPTS CAPITAL CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 5 |
Merit Financial Group, LLC | 3 | 2 | 0.11% | 0.17% | 0.26% | Q2 2022 | Q3 2023 | 5 |
Capital Analysts, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2021 | 5 |
Gerber Kawasaki Wealth & Investment Management | 4 | 1 | 0.00% | 0.11% | 0.15% | Q1 2017 | Q3 2021 | 5 |
Modera Wealth Management, LLC | 5 | 5 | 0.08% | 0.18% | 0.30% | Q3 2014 | Q3 2015 | 5 |
CULLEN/FROST BANKERS, INC. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 5 |
Argentus Capital Management, LLC | 5 | 5 | 0.00% | 0.11% | 0.36% | Q3 2015 | Q3 2016 | 5 |
FIFTH THIRD SECURITIES, INC. | 4 | 1 | 0.12% | 0.44% | 0.77% | Q2 2019 | Q1 2022 | 5 |
Foundations Investment Advisors, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Horizon Investments, LLC | 3 | 2 | 0.03% | 0.03% | 0.04% | Q1 2014 | Q1 2016 | 5 |
KANALY TRUST CO | 4 | 1 | 0.02% | 0.03% | 0.04% | Q4 2013 | Q1 2015 | 5 |
NATIONAL PLANNING CORP | 5 | 5 | 0.07% | 0.08% | 0.09% | Q4 2013 | Q4 2014 | 5 |
O'Brien Wealth Partners LLC | 4 | 4 | 0.26% | 0.77% | 1.77% | Q4 2015 | Q3 2016 | 4 |
Empirical Finance, LLC | 3 | 1 | 0.22% | 0.61% | 1.01% | Q1 2017 | Q1 2018 | 4 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 4 |
Bay Harbor Wealth Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2019 | 4 |
Summit Asset Management, LLC | 4 | 4 | 0.19% | 0.20% | 0.21% | Q4 2014 | Q3 2015 | 4 |
SAGE RHINO CAPITAL LLC | 4 | 4 | 1.20% | 1.24% | 1.26% | Q4 2022 | Q3 2023 | 4 |
CITY NATIONAL BANK | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2015 | 4 |
COMERICA SECURITIES,INC. | 4 | 4 | 0.00% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 4 |
SILVER OAK SECURITIES, INCORPORATED | 2 | 2 | 0.05% | 0.06% | 0.07% | Q1 2022 | Q1 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Stadion Money Management, LLC | 2 | 2 | 0.02% | 0.21% | 0.54% | Q3 2013 | Q2 2015 | 4 |
NATIXIS ADVISORS, L.P. | 4 | 4 | 0.04% | 0.07% | 0.11% | Q2 2013 | Q1 2014 | 4 |
Smithfield Trust Co | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2014 | 4 |
Peak Asset Management, LLC | 4 | 4 | 0.11% | 0.24% | 0.32% | Q1 2016 | Q4 2016 | 4 |
ASSOCIATED BANC-CORP | 4 | 4 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q4 2020 | 4 |
Intellectus Partners, LLC | 3 | 1 | 0.02% | 0.04% | 0.10% | Q2 2017 | Q3 2023 | 4 |
PALLADIEM, LLC | 4 | 4 | 0.50% | 2.20% | 2.80% | Q4 2014 | Q3 2015 | 4 |
Snowden Capital Advisors LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 4 |
COLONY GROUP LLC | 2 | 1 | 0.00% | 0.11% | 0.30% | Q3 2013 | Q1 2019 | 4 |
Lido Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 4 |
WEST CHESTER CAPITAL ADVISORS, INC | 3 | 1 | 0.03% | 0.22% | 0.29% | Q2 2013 | Q2 2015 | 4 |
Beacon Bridge Wealth Partners, LLC | 4 | 4 | 0.53% | 0.59% | 0.68% | Q4 2022 | Q3 2023 | 4 |
LEO BROKERAGE, LLC | 2 | 2 | 0.04% | 0.28% | 0.72% | Q1 2022 | Q2 2023 | 4 |
Leucadia National | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
CIBC BANK USA | 4 | 4 | 0.03% | 0.05% | 0.07% | Q1 2017 | Q4 2017 | 4 |
Sanctuary Wealth Management, L.L.C. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2010 | Q3 2023 | 4 |
Sonora Investment Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2021 | 4 |
JANUS HENDERSON GROUP PLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
Stonebridge Capital Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 4 |
Simmons Bank | 4 | 4 | 0.03% | 0.05% | 0.06% | Q1 2019 | Q4 2019 | 4 |
HARVEST CAPITAL MANAGEMENT INC | 4 | 4 | 0.22% | 0.27% | 0.31% | Q3 2013 | Q2 2014 | 4 |
EVERGREEN CAPITAL MANAGEMENT LLC | 4 | 4 | 0.64% | 1.05% | 1.51% | Q2 2013 | Q1 2014 | 4 |
Man Investments Ltd | 4 | 4 | 0.26% | 0.33% | 0.38% | Q3 2013 | Q2 2014 | 4 |
Lloyd Advisory Services, LLC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
Cedar Wealth Management, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.02% | 0.04% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Per Stirling Capital Management, LLC. | 4 | 4 | 0.12% | 0.14% | 0.15% | Q4 2022 | Q3 2023 | 4 |
MRA Associates USA LLC | 4 | 4 | 0.47% | 0.93% | 1.38% | Q4 2018 | Q3 2019 | 4 |
KFA Private Wealth Group, LLC | 4 | 4 | 0.20% | 0.21% | 0.25% | Q2 2020 | Q1 2021 | 4 |
Curi Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 4 |
Johnson Financial Group, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2014 | 4 |
Shilanski & Associates, Inc. | 4 | 4 | 0.59% | 0.65% | 0.75% | Q2 2019 | Q1 2020 | 4 |
EverSource Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Arkadios Wealth Advisors | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Delek Group, Ltd. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q3 2018 | 4 |
FURE FINANCIAL CORP | 4 | 4 | 0.10% | 0.57% | 1.70% | Q1 2021 | Q4 2021 | 4 |
Gupta Wealth Management LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q1 2016 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 4 |
Cerity Partners LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Donoghue Forlines LLC | 2 | 2 | 0.29% | 0.39% | 0.58% | Q3 2017 | Q3 2018 | 4 |
Klingman & Associates, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2015 | 4 |
Grove Bank & Trust | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 4 |
Steinberg Global Asset Management | 4 | 4 | 1.82% | 1.85% | 1.88% | Q4 2014 | Q3 2015 | 4 |
Ameritas Investment Partners, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Evanson Asset Management, LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q4 2013 | Q2 2014 | 3 |
Legacy Capital Group California, Inc. | 3 | 3 | 0.18% | 0.26% | 0.38% | Q1 2023 | Q3 2023 | 3 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 3 | 3 | 2.64% | 2.87% | 3.23% | Q2 2021 | Q4 2021 | 3 |
Rollins Financial | 3 | 3 | 0.07% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
KINGS POINT CAPITAL MANAGEMENT | 3 | 3 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q4 2013 | 3 |
Vestmark Advisory Solutions, Inc. | 3 | 3 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q1 2022 | 3 |
Virtu Financial LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q1 2018 | 3 |
Lake Point Wealth Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Laurel Wealth Advisors, Inc. | 2 | 1 | 0.04% | 0.07% | 0.11% | Q1 2020 | Q4 2022 | 3 |
Antonetti Capital Management LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q3 2014 | 3 |
AVANTAX ADVISORY SERVICES, INC. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 3 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 3 |
Atlas Private Wealth Advisors | 3 | 3 | 0.16% | 0.19% | 0.21% | Q2 2020 | Q4 2020 | 3 |
Blue Trust, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 3 |
Royal Fund Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2019 | 3 |
Golden State Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
NAVELLIER & ASSOCIATES INC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2018 | Q3 2018 | 3 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q2 2017 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 0.05% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
FSA Wealth Management LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2019 | Q2 2020 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 3 |
LifePro Asset Management | 3 | 3 | 0.40% | 0.88% | 1.85% | Q4 2022 | Q2 2023 | 3 |
Gemmer Asset Management LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q1 2019 | 3 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2020 | 3 |
FineMark National Bank & Trust | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q3 2014 | 3 |
Litman Gregory Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 1.04% | 1.09% | 1.15% | Q4 2022 | Q3 2023 | 3 |
Manifold Partners, LLC | 3 | 3 | 0.10% | 0.58% | 1.16% | Q3 2013 | Q1 2014 | 3 |
Risk Paradigm Group, LLC | 3 | 3 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2015 | 3 |
Pinnacle Family Advisors, LLC | 3 | 3 | 0.22% | 0.23% | 0.24% | Q4 2016 | Q2 2017 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.02% | 0.06% | Q4 2017 | Q4 2018 | 3 |
Hayden Royal, LLC | 3 | 3 | 0.14% | 0.16% | 0.18% | Q1 2020 | Q3 2020 | 3 |
Curbstone Financial Management Corp | 3 | 3 | 2.69% | 3.43% | 3.83% | Q1 2014 | Q3 2014 | 3 |
INNEALTA CAPITAL, LLC | 3 | 3 | 0.16% | 0.17% | 0.19% | Q4 2018 | Q2 2019 | 3 |
FIRSTMERIT BANK N A TRUSTEE | 3 | 3 | 0.04% | 0.05% | 0.05% | Q4 2015 | Q2 2016 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Saba Capital Management, L.P. | 3 | 3 | 0.03% | 0.09% | 0.14% | Q4 2014 | Q2 2015 | 3 |
Stifel Trust Company, N.A. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q3 2014 | 3 |
Eudaimonia Partners, LLC | 2 | 1 | 0.00% | 0.02% | 0.03% | Q2 2020 | Q1 2021 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q3 2018 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
WEALTHSOURCE PARTNERS, LLC | 1 | 1 | 0.06% | 0.10% | 0.13% | Q1 2017 | Q1 2018 | 3 |
Ironsides Asset Advisors, LLC | 2 | 1 | 0.09% | 0.24% | 0.36% | Q2 2014 | Q1 2015 | 3 |
Fulcrum Equity Management | 1 | 1 | 0.00% | 0.20% | 0.51% | Q3 2019 | Q2 2021 | 3 |
Buck Wealth Strategies, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Founders Financial Alliance, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 3 |
Transform Wealth, LLC | 3 | 3 | 0.33% | 0.46% | 0.67% | Q2 2019 | Q4 2019 | 3 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2015 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
MFA WEALTH ADVISORS, LLC | 3 | 3 | 0.65% | 0.70% | 0.76% | Q4 2017 | Q2 2018 | 3 |
Econ Financial Services Corp | 3 | 3 | 0.84% | 0.90% | 0.94% | Q4 2018 | Q2 2019 | 3 |
HIGHLAND CAPITAL MANAGEMENT LP | 3 | 3 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q4 2013 | 3 |
Merriman Wealth Management, LLC | 3 | 3 | 0.26% | 0.26% | 0.28% | Q4 2018 | Q2 2019 | 3 |
Columbia Asset Management | 3 | 3 | 0.12% | 0.12% | 0.13% | Q1 2014 | Q3 2014 | 3 |
COMERICA BANK | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 3 |
Apriem Advisors | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2016 | 3 |
Farmers National Bank | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
ADAMSBROWN WEALTH CONSULTANTS LLC | 2 | 2 | 0.36% | 0.38% | 0.41% | Q2 2023 | Q3 2023 | 2 |
TOWNSQUARE CAPITAL LLC | 1 | 1 | 0.01% | 0.19% | 0.37% | Q1 2020 | Q2 2022 | 2 |
Certified Advisory Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Headlands Technologies LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 2 | 2 | 0.34% | 0.34% | 0.34% | Q1 2019 | Q2 2019 | 2 |
Frontier Wealth Management LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q1 2019 | 2 |
COLUMBIA ADVISORY PARTNERS LLC | 2 | 2 | 0.79% | 0.80% | 0.80% | Q2 2023 | Q3 2023 | 2 |
FWL INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Castleview Partners, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q4 2021 | 2 |
Capital Advisory Group Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2020 | 2 |
CAMBIAR INVESTORS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2016 | 2 |
PATHSTONE FAMILY OFFICE, LLC | 2 | 2 | 0.01% | 0.05% | 0.09% | Q2 2013 | Q3 2013 | 2 |
Bogart Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 2 |
Beaumont Capital Management, LLC | 2 | 2 | 2.05% | 2.32% | 2.59% | Q3 2022 | Q4 2022 | 2 |
Precision Wealth Strategies, LLC | 2 | 2 | 2.78% | 3.17% | 3.55% | Q1 2023 | Q2 2023 | 2 |
PAX Financial Group, LLC | 2 | 2 | 0.13% | 0.14% | 0.15% | Q2 2023 | Q3 2023 | 2 |
Paloma Partners Management Co | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
J.Safra Asset Management Corp | 2 | 2 | 0.34% | 0.52% | 0.71% | Q1 2016 | Q2 2016 | 2 |
Beta Wealth Group, Inc. | 2 | 2 | 0.32% | 0.33% | 0.34% | Q2 2023 | Q3 2023 | 2 |
Robertson Stephens Wealth Management, LLC | 2 | 2 | 0.26% | 0.26% | 0.26% | Q2 2023 | Q3 2023 | 2 |
BBVA USA Bancshares, Inc. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2015 | Q2 2015 | 2 |
Johnson Bixby & Associates, LLC | 2 | 2 | 0.10% | 0.12% | 0.14% | Q2 2022 | Q3 2022 | 2 |
EUDAIMONIA ADVISORS LLC | 2 | 2 | 0.21% | 0.25% | 0.30% | Q4 2021 | Q1 2022 | 2 |
TCG Advisors, LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q1 2021 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q3 2013 | 2 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.01% | 0.10% | 0.20% | Q2 2018 | Q1 2019 | 2 |
H&H Retirement Design & Management INC | 2 | 2 | 1.72% | 1.99% | 2.26% | Q1 2020 | Q2 2020 | 2 |
Opes Advisors Inc | 2 | 2 | 0.31% | 0.64% | 0.96% | Q2 2017 | Q3 2017 | 2 |
Great Lakes Retirement, Inc. | 2 | 2 | 0.28% | 5.95% | 11.63% | Q4 2019 | Q1 2020 | 2 |
Elite Wealth Management, Inc. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2012 | Q4 2012 | 2 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.05% | 0.45% | 0.84% | Q3 2018 | Q1 2021 | 2 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.09% | 0.11% | 0.12% | Q2 2016 | Q2 2017 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Cable Hill Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q1 2014 | Q2 2014 | 2 |
Wright Fund Management, LLC | 2 | 2 | 0.29% | 0.46% | 0.64% | Q2 2023 | Q3 2023 | 2 |
S.A. Mason LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
GoalVest Advisory LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Parkside Financial Bank & Trust | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q1 2023 | 2 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.59% | 0.65% | 0.71% | Q3 2018 | Q1 2019 | 2 |
Advanced Asset Management Advisors Inc | 2 | 2 | 0.68% | 0.68% | 0.68% | Q4 2017 | Q1 2018 | 2 |
LASRY MARC | 2 | 2 | 0.58% | 0.85% | 1.11% | Q4 2016 | Q1 2017 | 2 |
UMB Bank, n.a. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 2 |
Strategic Blueprint, LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q2 2021 | 2 |
Fund Evaluation Group, LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q4 2019 | Q1 2020 | 2 |
Kelman-Lazarov, Inc. | 2 | 2 | 0.00% | 0.02% | 0.03% | Q1 2016 | Q2 2016 | 2 |
Blume Capital Management, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q2 2014 | 2 |
DEARBORN CAPITAL MANAGEMENT LLC | 2 | 2 | 0.42% | 0.42% | 0.42% | Q4 2016 | Q1 2017 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.00% | 0.08% | 0.16% | Q2 2023 | Q3 2023 | 2 |
DIVIDEND ASSETS CAPITAL, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2014 | 2 |
Coppell Advisory Solutions Corp. | 2 | 2 | 0.10% | 0.11% | 0.12% | Q4 2022 | Q1 2023 | 2 |
Cercano Management LLC | 2 | 2 | 2.57% | 2.62% | 2.66% | Q4 2022 | Q1 2023 | 2 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2015 | 2 |
TUCKER ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2014 | 2 |
LBA Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q2 2015 | 2 |
Atomi Financial Group, Inc. | 2 | 2 | 0.10% | 0.14% | 0.17% | Q2 2023 | Q3 2023 | 2 |
Semmax Financial Advisors Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Fragasso Group Inc. | 1 | 1 | 0.07% | 0.20% | 0.33% | Q4 2016 | Q3 2017 | 2 |
SIMPLEX TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 2 |
Asset Dedication, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.02% | 0.04% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2022 | 2 |
Acorn Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
FIRST FINANCIAL CORP /IN/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Selective Wealth Management, Inc. | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2022 | 2 |
AXXCESS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
JFS WEALTH ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q3 2015 | 2 |
Element Wealth, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
INVESTMENT PARTNERS, LTD. | 2 | 2 | 0.13% | 0.20% | 0.27% | Q3 2016 | Q4 2016 | 2 |
Barber Financial Group, Inc. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q3 2020 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
CNB Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
ATWOOD & PALMER INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2015 | Q2 2015 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2019 | Q1 2019 | 1 |
Financial Insights, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Beacon Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Ancora Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
GUGGENHEIM CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Strategic Wealth Partners, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
FORT PITT CAPITAL GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Advisors Capital Management, LLC | 1 | 1 | 0.63% | 0.63% | 0.63% | Q3 2022 | Q3 2022 | 1 |
Beaumont Financial Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Bremer Bank National Association | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2016 | Q4 2016 | 1 |
McNamara Financial Services, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2014 | Q4 2014 | 1 |
BURNS J W & CO INC/NY | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.71% | 0.71% | 0.71% | Q3 2022 | Q3 2022 | 1 |
Ranch Capital Advisors Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
FINANCIAL COUNSELORS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Requisite Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Freestone Capital Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Strategic Capital Alternatives LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Valley Brook Capital Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
WIN ADVISORS, INC | 1 | 1 | 5.58% | 5.58% | 5.58% | Q3 2023 | Q3 2023 | 1 |
Kistler-Tiffany Companies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Financial Advocates Investment Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Evercore Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Neuberger Berman Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Highland Private Wealth Management | 1 | 1 | 0.60% | 0.60% | 0.60% | Q1 2018 | Q1 2018 | 1 |
Strategic Advocates LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2017 | Q2 2017 | 1 |
Nalls Sherbakoff Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
EMERSON INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Visionary Asset Management, Inc. | 1 | 1 | 0.84% | 0.84% | 0.84% | Q2 2013 | Q2 2013 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
CAPSTONE ASSET MANAGEMENT CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
Muzinich & Co., Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
Wescott Financial Advisory Group, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2022 | Q1 2022 | 1 |
Avalon Investment & Advisory | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2017 | Q4 2017 | 1 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2017 | Q1 2017 | 1 |
Private Ocean, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Ceros Financial Services Inc. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2019 | Q1 2019 | 1 |
IFC Holdings Incorporated/FL | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q4 2017 | 1 |
SWS Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Financial Advantage, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
First Allied Asset Management, Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2013 | Q2 2013 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
TrinityPoint Wealth, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
RPg Family Wealth Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
CAPITAL CITY TRUST CO/FL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
First PREMIER Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
SRS Capital Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
Gladstone Institutional Advisory LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2020 | Q1 2020 | 1 |
First Personal Financial Services | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Stearns Financial Services Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
GREAT LAKES ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
HUTCHENS INVESTMENT MANAGEMENT INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2014 | Q4 2014 | 1 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Cardan Capital Partners, LLC | 1 | 1 | 1.61% | 1.61% | 1.61% | Q4 2015 | Q4 2015 | 1 |
DAVENPORT & Co LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Psagot Value Holdings Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Field & Main Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
BANK OF STOCKTON | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2014 | Q2 2014 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Glenview Trust Co | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2012 | Q4 2012 | 1 |
Midwest Professional Planners, LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Raleigh Capital Management Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
CAPITAL GUARDIAN TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
COBIZ WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Birchcreek Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Continuum Advisory, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
NINE MASTS CAPITAL Ltd | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2017 | Q4 2017 | 1 |
Ipsen Advisor Group LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2022 | Q4 2022 | 1 |
FIRST HORIZON CORP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2013 | Q2 2013 | 1 |
U S GLOBAL INVESTORS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
UNION SAVINGS BANK | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Opus Capital Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 |
Squar Milner Financial Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
tru Independence LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
KCS Wealth Advisory | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
BRR OpCo, LLC | 1 | 1 | 1.08% | 1.08% | 1.08% | Q4 2015 | Q4 2015 | 1 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
One Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
CITIZENS FINANCIAL GROUP INC/RI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Veritable, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
OneAscent Financial Services LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
MASSACHUSETTS MUTUAL LIFE INSURANCE CO | 1 | 1 | 6.91% | 6.91% | 6.91% | Q3 2013 | Q3 2013 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Crewe Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
ALLIANCEBERNSTEIN L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Horan Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
AlphaCore Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
CENTRAL BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
KMS FINANCIAL SERVICES, INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2013 | Q3 2013 | 1 |
TimeScale Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
ROGCO, LP | 1 | 1 | 2.08% | 2.08% | 2.08% | Q3 2023 | Q3 2023 | 1 |
Adams Wealth Management | 1 | 1 | 0.43% | 0.43% | 0.43% | Q4 2019 | Q4 2019 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
Squarepoint Ops LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Jacobi Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Glovista Investments LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2015 | Q3 2015 | 1 |
COWA, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Capital Wealth Planning, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
Perigon Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Price Capital Management, Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2018 | Q3 2018 | 1 |
OLD NATIONAL BANCORP /IN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Clarity Financial LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
NBT BANK N A /NY | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
AURORA FINANCIAL ADVISORS, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2017 | Q4 2017 | 1 |
External links
This page lists all the filers that currently own PIMCO ETF TR or have owned PIMCO ETF TR in the past.