Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2023 | 43 |
KANAWHA CAPITAL MANAGEMENT LLC | 42 | 42 | 0.09% | 0.18% | 0.36% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 42 | 42 | 0.10% | 0.41% | 0.65% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.01% | 0.17% | Q2 2013 | Q3 2023 | 42 |
Valmark Advisers, Inc. | 42 | 42 | 0.01% | 0.16% | 2.73% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.01% | 0.15% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 34 | 7 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 41 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 27 | 14 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
NORTHERN TRUST CORP | 36 | 4 | 0.00% | 0.03% | 0.13% | Q2 2013 | Q3 2023 | 40 |
Pure Financial Advisors, LLC | 22 | 18 | 2.63% | 5.98% | 10.18% | Q2 2013 | Q4 2023 | 40 |
GOLDMAN SACHS GROUP INC | 23 | 4 | 0.00% | 0.00% | 0.00% | Q1 2012 | Q3 2023 | 39 |
Raymond James Financial Services Advisors, Inc. | 18 | 6 | 0.00% | 0.04% | 0.09% | Q4 2013 | Q3 2023 | 38 |
Regal Investment Advisors LLC | 37 | 37 | 0.04% | 0.29% | 1.67% | Q3 2014 | Q3 2023 | 37 |
AMERIPRISE FINANCIAL INC | 33 | 4 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 36 | 36 | 0.65% | 3.94% | 14.41% | Q4 2014 | Q3 2023 | 36 |
Palisades Hudson Asset Management, L.P. | 36 | 36 | 0.42% | 2.21% | 3.86% | Q4 2014 | Q3 2023 | 36 |
Veritable, L.P. | 32 | 1 | 0.01% | 0.03% | 0.06% | Q4 2013 | Q2 2023 | 35 |
BANK OF MONTREAL /CAN/ | 24 | 2 | 0.00% | 0.02% | 0.08% | Q1 2014 | Q3 2023 | 35 |
CAHILL FINANCIAL ADVISORS INC | 35 | 35 | 0.31% | 0.86% | 1.14% | Q1 2015 | Q3 2023 | 35 |
PNC FINANCIAL SERVICES GROUP, INC. | 27 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2023 | 34 |
M&T BANK CORP | 15 | 8 | 0.00% | 0.05% | 0.14% | Q4 2014 | Q3 2023 | 33 |
Corrigan Financial, Inc. | 32 | 32 | 4.79% | 7.58% | 10.62% | Q4 2015 | Q3 2023 | 32 |
JANE STREET GROUP, LLC | 20 | 1 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q1 2023 | 32 |
Citadel Advisors | 9 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 32 |
SOL Capital Management CO | 32 | 32 | 0.39% | 0.98% | 1.59% | Q4 2015 | Q3 2023 | 32 |
FMR LLC | 31 | 31 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 31 |
Sequoia Financial Advisors, LLC | 29 | 1 | 0.01% | 2.28% | 8.37% | Q4 2013 | Q3 2023 | 30 |
STERLING INVESTMENT ADVISORS LLC /ADV | 29 | 29 | 2.99% | 3.38% | 3.77% | Q3 2016 | Q3 2023 | 29 |
QS Investors, LLC | 27 | 2 | 0.00% | 0.41% | 1.80% | Q4 2013 | Q1 2021 | 29 |
Private Advisor Group, LLC | 16 | 1 | 0.00% | 0.02% | 0.07% | Q1 2014 | Q3 2023 | 27 |
United Bank | 27 | 27 | 0.42% | 2.40% | 4.49% | Q1 2017 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 27 |
GLENMEDE TRUST CO NA | 25 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q3 2023 | 26 |
STATE STREET CORP | 20 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 26 |
MOLLER WEALTH PARTNERS | 20 | 6 | 0.11% | 1.02% | 3.05% | Q3 2015 | Q1 2022 | 26 |
OXFORD FINANCIAL GROUP, LTD. LLC | 25 | 25 | 0.19% | 1.42% | 6.28% | Q3 2017 | Q3 2023 | 25 |
ALLIANCEBERNSTEIN L.P. | 25 | 25 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 25 |
IFP Advisors, Inc | 8 | 1 | 0.00% | 0.00% | 0.06% | Q1 2016 | Q3 2023 | 24 |
VPR Management LLC | 24 | 24 | 0.73% | 1.12% | 2.03% | Q4 2017 | Q3 2023 | 24 |
Hudock, Inc. | 17 | 7 | 0.00% | 0.19% | 1.04% | Q3 2017 | Q3 2023 | 24 |
Brinker Capital Investments, LLC | 24 | 24 | 0.02% | 0.21% | 0.28% | Q4 2015 | Q3 2021 | 24 |
Versant Capital Management, Inc | 24 | 24 | 0.00% | 1.25% | 1.84% | Q1 2018 | Q4 2023 | 24 |
PRINCIPAL FINANCIAL GROUP INC | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
Allen Capital Group, LLC | 20 | 3 | 0.18% | 0.39% | 0.68% | Q4 2017 | Q3 2023 | 23 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 23 |
COMMONWEALTH EQUITY SERVICES, LLC | 14 | 9 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 23 |
Steward Partners Investment Advisory, LLC | 18 | 4 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 22 |
COLONY GROUP LLC | 12 | 9 | 0.01% | 0.09% | 0.34% | Q4 2013 | Q4 2019 | 21 |
Almanack Investment Partners, LLC. | 10 | 2 | 0.05% | 1.82% | 5.72% | Q4 2016 | Q3 2022 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.17% | Q3 2018 | Q3 2023 | 21 |
Boltwood Capital Management | 21 | 21 | 0.25% | 0.51% | 1.17% | Q4 2018 | Q4 2023 | 21 |
FIFTH THIRD BANCORP | 18 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2022 | 21 |
Capital Directions Investment Advisors, LLC | 10 | 2 | 0.02% | 0.03% | 0.03% | Q2 2017 | Q4 2022 | 20 |
Global Strategic Investment Solutions, LLC | 20 | 20 | 0.26% | 3.52% | 11.87% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.04% | 0.12% | Q4 2017 | Q3 2022 | 20 |
US BANCORP \DE\ | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 20 |
Old Port Advisors | 18 | 1 | 0.33% | 0.87% | 1.32% | Q2 2018 | Q3 2023 | 20 |
Summit Financial, LLC | 20 | 20 | 0.22% | 1.24% | 4.32% | Q4 2018 | Q3 2023 | 20 |
AdvisorNet Financial, Inc | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 9 | 1 | 0.02% | 0.04% | 0.06% | Q2 2014 | Q1 2022 | 19 |
Cambridge Investment Research Advisors, Inc. | 8 | 2 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2023 | 19 |
Camarda Financial Advisors, LLC | 19 | 19 | 0.01% | 1.61% | 3.90% | Q4 2014 | Q2 2019 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Barrett Asset Management, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2021 | 19 |
NICOLET ADVISORY SERVICES, LLC | 19 | 19 | 0.04% | 0.62% | 3.65% | Q1 2019 | Q3 2023 | 19 |
SAGE RHINO CAPITAL LLC | 19 | 19 | 0.35% | 0.41% | 0.56% | Q1 2019 | Q3 2023 | 19 |
SVB WEALTH LLC | 18 | 18 | 0.00% | 0.02% | 0.09% | Q2 2019 | Q3 2023 | 18 |
STIFEL FINANCIAL CORP | 15 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 18 |
BLAIR WILLIAM & CO/IL | 17 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 18 |
JNBA Financial Advisors | 18 | 18 | 0.83% | 1.28% | 1.59% | Q2 2019 | Q3 2023 | 18 |
CAPTRUST FINANCIAL ADVISORS | 12 | 5 | 0.00% | 0.05% | 0.09% | Q3 2018 | Q3 2023 | 17 |
WHITTIER TRUST CO OF NEVADA INC | 11 | 6 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 17 |
MD Financial Management Inc. | 17 | 17 | 1.46% | 2.01% | 2.81% | Q4 2017 | Q4 2021 | 17 |
Cardan Capital Partners, LLC | 16 | 16 | 0.07% | 0.09% | 0.10% | Q1 2016 | Q4 2019 | 16 |
Firestone Capital Management | 16 | 16 | 0.38% | 0.48% | 0.85% | Q4 2019 | Q3 2023 | 16 |
ALESCO ADVISORS LLC | 16 | 16 | 0.15% | 0.18% | 0.20% | Q2 2013 | Q1 2017 | 16 |
Geneos Wealth Management Inc. | 10 | 2 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 15 |
WHITTIER TRUST CO | 9 | 6 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2023 | 15 |
Sandy Spring Bank | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 15 | 15 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Summit Equities Inc | 15 | 15 | 2.97% | 3.86% | 4.70% | Q1 2015 | Q3 2018 | 15 |
CIBC Private Wealth Group, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 15 |
HighTower Advisors, LLC | 11 | 4 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 15 |
Jackson Hole Capital Partners, LLC | 12 | 3 | 0.04% | 0.05% | 0.08% | Q2 2019 | Q3 2023 | 15 |
CWM, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
MSI Financial Services Inc | 8 | 6 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q4 2016 | 14 |
Garde Capital, Inc. | 14 | 14 | 0.13% | 1.67% | 2.38% | Q2 2017 | Q3 2020 | 14 |
Litman Gregory Wealth Management LLC | 12 | 2 | 0.05% | 0.09% | 0.12% | Q1 2020 | Q3 2023 | 14 |
Money Design Co.,Ltd. | 11 | 3 | 0.00% | 0.26% | 0.70% | Q1 2020 | Q3 2023 | 14 |
Qube Research & Technologies Ltd | 9 | 1 | 0.00% | 0.01% | 0.10% | Q4 2019 | Q3 2023 | 13 |
LAKE STREET ADVISORS GROUP, LLC | 13 | 13 | 0.10% | 0.35% | 0.48% | Q4 2018 | Q4 2021 | 13 |
Hirtle Callaghan & Co LLC | 13 | 13 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 13 |
HUNTINGTON NATIONAL BANK | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 13 |
Stratos Wealth Partners, LTD. | 10 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 13 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 9 | 4 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q1 2023 | 13 |
Retirement Planning Group, LLC | 13 | 13 | 0.12% | 2.57% | 4.97% | Q2 2013 | Q2 2016 | 13 |
Blue Edge Capital, LLC | 10 | 3 | 0.38% | 0.68% | 1.13% | Q1 2018 | Q3 2023 | 13 |
WFG Advisors, LP | 13 | 13 | 0.02% | 0.08% | 0.11% | Q2 2014 | Q2 2017 | 13 |
Rockefeller Capital Management L.P. | 7 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 12 |
SMITH, MOORE & CO. | 5 | 2 | 0.04% | 0.13% | 0.22% | Q1 2016 | Q2 2019 | 12 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 12 | 12 | 0.00% | 0.10% | 0.16% | Q4 2020 | Q3 2023 | 12 |
STRATEGIC CAPITAL ADVISERS, INC. | 9 | 3 | 0.16% | 3.85% | 5.89% | Q4 2017 | Q2 2022 | 12 |
Prairiewood Capital, LLC | 12 | 12 | 4.72% | 5.22% | 6.02% | Q4 2020 | Q3 2023 | 12 |
CX Institutional | 12 | 12 | 0.04% | 0.06% | 0.10% | Q1 2020 | Q4 2022 | 12 |
CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC | 12 | 12 | 1.31% | 2.51% | 5.37% | Q4 2020 | Q3 2023 | 12 |
Renaissance Technologies | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 12 |
B. Riley Financial, Inc. | 12 | 12 | 0.23% | 0.38% | 0.58% | Q4 2015 | Q3 2018 | 12 |
J.P. Morgan Private Wealth Advisors LLC | 11 | 1 | 0.01% | 0.01% | 0.03% | Q4 2015 | Q3 2023 | 12 |
BESSEMER GROUP INC | 9 | 3 | 0.00% | 0.15% | 0.46% | Q2 2018 | Q3 2023 | 12 |
Equitable Holdings, Inc. | 10 | 1 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 11 |
Navalign, LLC | 11 | 11 | 0.36% | 0.62% | 0.85% | Q1 2021 | Q3 2023 | 11 |
BROWN ADVISORY INC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2021 | 11 |
Lowe Wealth Advisors, LLC | 11 | 11 | 0.13% | 0.30% | 0.43% | Q2 2021 | Q4 2023 | 11 |
Perigon Wealth Management, LLC | 10 | 1 | 0.04% | 0.09% | 0.12% | Q3 2011 | Q3 2023 | 11 |
Carmichael Hill & Associates, Inc. | 11 | 11 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2022 | 11 |
Independence Bank of Kentucky | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2021 | 11 |
Cerity Partners LLC | 11 | 11 | 0.01% | 0.05% | 0.09% | Q4 2020 | Q2 2023 | 11 |
Parallel Advisors, LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
SIGNATUREFD, LLC | 6 | 1 | 0.00% | 0.74% | 6.52% | Q1 2014 | Q3 2023 | 11 |
AMERICAN INTERNATIONAL GROUP, INC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2016 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
DEUTSCHE BANK AG\ | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 11 |
MERCER GLOBAL ADVISORS INC /ADV | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Dana Investment Advisors, Inc. | 11 | 11 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Baird Financial Group, Inc. | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
HOWARD FINANCIAL SERVICES, LTD. | 10 | 10 | 0.07% | 0.08% | 0.10% | Q2 2021 | Q3 2023 | 10 |
Tempus Wealth Planning, LLC | 9 | 1 | 0.42% | 0.89% | 1.79% | Q1 2021 | Q3 2023 | 10 |
Great Diamond Partners, LLC | 10 | 10 | 0.35% | 1.76% | 3.45% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Archford Capital Strategies, LLC | 10 | 10 | 0.05% | 0.42% | 0.52% | Q2 2021 | Q3 2023 | 10 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 9 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2022 | 10 |
Tradewinds Capital Management, LLC | 10 | 10 | 0.01% | 1.70% | 8.31% | Q1 2021 | Q2 2023 | 10 |
Advisory Services Network, LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2023 | 10 |
D.A. DAVIDSON & CO. | 10 | 10 | 0.01% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
CALTON & ASSOCIATES, INC. | 9 | 1 | 0.01% | 0.13% | 0.22% | Q4 2017 | Q2 2023 | 10 |
LEGG MASON, INC. | 10 | 10 | 0.03% | 3.49% | 8.32% | Q1 2018 | Q2 2020 | 10 |
Crescent Grove Advisors, LLC | 10 | 10 | 0.02% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Dakota Wealth Management | 10 | 10 | 0.03% | 0.24% | 0.74% | Q2 2021 | Q3 2023 | 10 |
Bristlecone Advisors, LLC | 7 | 2 | 0.08% | 0.14% | 0.20% | Q2 2018 | Q3 2023 | 9 |
Dentgroup LLC | 9 | 9 | 0.31% | 1.90% | 2.91% | Q4 2021 | Q4 2023 | 9 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 9 | 9 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q2 2015 | 9 |
Selective Wealth Management, Inc. | 8 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2022 | 9 |
CAPITAL ADVISORS INC/OK | 3 | 1 | 0.56% | 0.66% | 0.79% | Q4 2016 | Q4 2019 | 9 |
MUFG Americas Holdings Corp | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 9 |
Sigma Planning Corp | 4 | 1 | 0.01% | 0.01% | 0.03% | Q3 2018 | Q1 2022 | 9 |
White Lighthouse Investment Management Inc. | 9 | 9 | 0.15% | 0.22% | 0.28% | Q4 2017 | Q4 2019 | 9 |
WESCAP Management Group, Inc. | 9 | 9 | 1.01% | 2.72% | 3.24% | Q3 2021 | Q3 2023 | 9 |
Creative Planning | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 9 |
Professional Financial Advisors, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2022 | 9 |
B. Riley Wealth Management, Inc. | 9 | 9 | 0.03% | 0.09% | 0.14% | Q4 2018 | Q4 2020 | 9 |
Advisors Preferred, LLC | 4 | 1 | 0.01% | 0.03% | 0.05% | Q4 2016 | Q4 2022 | 9 |
GFS Advisors, LLC | 6 | 3 | 0.00% | 0.05% | 0.08% | Q4 2015 | Q1 2018 | 9 |
STEEL GROVE CAPITAL ADVISORS, LLC | 9 | 9 | 0.05% | 0.09% | 0.15% | Q1 2016 | Q1 2018 | 9 |
Benedetti & Gucer, Inc. | 8 | 8 | 0.20% | 0.29% | 0.56% | Q4 2021 | Q3 2023 | 8 |
Warren Street Wealth Advisors, LLC | 8 | 8 | 3.85% | 5.15% | 6.34% | Q4 2021 | Q3 2023 | 8 |
Hackensack Meridian Health, Inc. | 8 | 8 | 7.22% | 11.18% | 13.28% | Q4 2021 | Q3 2023 | 8 |
Merriman Wealth Management, LLC | 5 | 3 | 0.55% | 0.87% | 2.30% | Q1 2016 | Q1 2018 | 8 |
OLD MISSION CAPITAL LLC | 3 | 1 | 0.04% | 0.12% | 0.41% | Q2 2015 | Q3 2022 | 8 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 6 | 2 | 0.03% | 0.04% | 0.06% | Q1 2019 | Q3 2023 | 8 |
SENTINEL TRUST CO LBA | 8 | 8 | 0.22% | 1.02% | 1.33% | Q1 2021 | Q4 2022 | 8 |
Landmark Wealth Management, LLC | 8 | 8 | 0.86% | 1.08% | 1.46% | Q4 2021 | Q3 2023 | 8 |
J2 Capital Management Inc | 8 | 8 | 0.87% | 1.27% | 1.77% | Q4 2021 | Q3 2023 | 8 |
COMMERCE BANK | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
MorganRosel Wealth Management, LLC | 8 | 8 | 1.28% | 2.55% | 3.38% | Q3 2021 | Q2 2023 | 8 |
Relative Value Partners Group, LLC | 8 | 8 | 0.03% | 0.05% | 0.05% | Q3 2021 | Q2 2023 | 8 |
First Command Bank | 6 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 8 |
Treasure Coast Financial Planning | 8 | 8 | 3.14% | 3.40% | 3.90% | Q4 2021 | Q3 2023 | 8 |
Wealthfront Advisers LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Janney Montgomery Scott LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 8 |
Bank of New York Mellon Corp | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Mariner, LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 8 |
First Command Financial Services, Inc. | 6 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 8 |
Ledyard National Bank | 8 | 8 | 0.00% | 0.15% | 0.69% | Q1 2014 | Q4 2015 | 8 |
CBIZ Investment Advisory Services, LLC | 8 | 8 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2021 | 8 |
BRINKER CAPITAL INC | 7 | 1 | 0.02% | 0.07% | 0.36% | Q4 2017 | Q2 2020 | 8 |
PACK Private Wealth, LLC | 8 | 8 | 4.07% | 4.54% | 4.85% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
MACQUARIE GROUP LTD | 8 | 8 | 0.00% | 0.00% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Capital Advisors Wealth Management, LLC | 7 | 7 | 0.11% | 1.55% | 3.30% | Q1 2022 | Q3 2023 | 7 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2022 | 7 |
Heritage Trust Co | 7 | 7 | 0.02% | 0.02% | 0.03% | Q2 2017 | Q4 2018 | 7 |
NATIXIS ADVISORS, L.P. | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Asset Dedication, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 7 |
FLOW TRADERS U.S. LLC | 4 | 1 | 0.02% | 0.05% | 0.10% | Q3 2020 | Q3 2022 | 7 |
FIFTH THIRD SECURITIES, INC. | 6 | 1 | 0.07% | 0.25% | 0.41% | Q1 2018 | Q4 2019 | 7 |
Chemistry Wealth Management LLC | 7 | 7 | 0.80% | 0.89% | 1.05% | Q1 2022 | Q3 2023 | 7 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 7 | 7 | 0.23% | 0.26% | 0.28% | Q4 2017 | Q2 2019 | 7 |
Hedeker Wealth, LLC | 7 | 7 | 0.36% | 0.58% | 1.14% | Q1 2022 | Q3 2023 | 7 |
Realta Investment Advisors | 7 | 7 | 0.14% | 0.16% | 0.16% | Q1 2022 | Q3 2023 | 7 |
Cetera Investment Advisers | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Financial Advocates Investment Management | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
AT Bancorp | 6 | 1 | 0.02% | 0.02% | 0.03% | Q2 2017 | Q1 2019 | 7 |
Conservest Capital Advisors, Inc. | 7 | 7 | 0.27% | 0.37% | 0.42% | Q1 2022 | Q3 2023 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.02% | 0.05% | 0.08% | Q4 2020 | Q2 2022 | 7 |
PERRITT CAPITAL MANAGEMENT INC | 7 | 7 | 0.54% | 0.77% | 1.07% | Q1 2022 | Q3 2023 | 7 |
Mangham Associates,LLC | 7 | 7 | 0.23% | 0.60% | 0.81% | Q1 2022 | Q3 2023 | 7 |
HAP Trading, LLC | 3 | 2 | 0.01% | 0.10% | 0.21% | Q1 2018 | Q2 2022 | 7 |
Vigilare Wealth Management | 5 | 2 | 0.12% | 0.14% | 0.19% | Q4 2021 | Q4 2023 | 7 |
COBIZ WEALTH, LLC | 7 | 7 | 0.04% | 0.05% | 0.05% | Q4 2017 | Q2 2019 | 7 |
TEXAS CAPITAL BANCSHARES INC/TX | 7 | 7 | 0.15% | 0.19% | 0.20% | Q4 2021 | Q2 2023 | 7 |
Schechter Investment Advisors, LLC | 7 | 7 | 0.27% | 0.29% | 0.34% | Q1 2022 | Q3 2023 | 7 |
Capital Analysts, LLC | 5 | 1 | 0.00% | 0.01% | 0.05% | Q4 2018 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Richard Bernstein Advisors LLC | 6 | 6 | 0.00% | 1.44% | 2.06% | Q2 2022 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
EVOKE WEALTH, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 6 |
HARBOR INVESTMENT ADVISORY, LLC | 3 | 1 | 0.00% | 0.05% | 0.10% | Q4 2021 | Q3 2023 | 6 |
Wealth Quarterback LLC | 4 | 2 | 0.03% | 0.17% | 0.26% | Q4 2019 | Q3 2021 | 6 |
Orca Investment Management, LLC | 6 | 6 | 1.91% | 2.45% | 2.79% | Q2 2022 | Q3 2023 | 6 |
CHOREO, LLC | 3 | 3 | 0.07% | 0.13% | 0.16% | Q1 2014 | Q3 2015 | 6 |
Financial Guidance Group, Inc. | 6 | 6 | 2.48% | 3.17% | 3.62% | Q1 2022 | Q2 2023 | 6 |
Ballentine Partners, LLC | 6 | 6 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2021 | 6 |
NEW ENGLAND SECURITIES CORP /MA/ | 6 | 6 | 0.03% | 0.05% | 0.10% | Q3 2013 | Q4 2014 | 6 |
Rye Brook Capital LLC | 6 | 6 | 0.54% | 0.82% | 0.94% | Q4 2020 | Q1 2022 | 6 |
Lattice Strategies LLC | 3 | 3 | 0.11% | 0.31% | 0.74% | Q3 2013 | Q3 2015 | 6 |
Aptus Capital Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 6 |
REGIONS FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
CoreFirst Bank & Trust | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Laurel Wealth Advisors, Inc. | 4 | 2 | 0.20% | 0.36% | 0.61% | Q1 2021 | Q3 2022 | 6 |
BB&T SECURITIES, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
People's United Financial, Inc. | 5 | 1 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q4 2017 | 6 |
Roundview Capital LLC | 6 | 6 | 0.05% | 0.07% | 0.11% | Q1 2021 | Q2 2022 | 6 |
CI INVESTMENTS INC. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Fort Sheridan Advisors LLC | 6 | 6 | 0.09% | 0.23% | 0.30% | Q2 2022 | Q3 2023 | 6 |
SEI INVESTMENTS CO | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 6 |
Anson Capital, Inc. | 6 | 6 | 0.74% | 2.14% | 3.39% | Q2 2022 | Q3 2023 | 6 |
Sendero Wealth Management, LLC | 5 | 1 | 5.53% | 6.90% | 8.00% | Q1 2022 | Q3 2023 | 6 |
Edge Advisors, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q1 2018 | 6 |
Abacus Planning Group, Inc. | 6 | 6 | 0.14% | 0.35% | 0.62% | Q4 2018 | Q1 2020 | 6 |
WOLFF WIESE MAGANA LLC | 4 | 1 | 0.00% | 0.03% | 0.08% | Q1 2021 | Q3 2023 | 6 |
BNP PARIBAS FINANCIAL MARKETS | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
FIDUCIARY TRUST INTERNATIONAL LLC | 5 | 1 | 0.07% | 0.27% | 0.34% | Q2 2017 | Q1 2019 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
FLAGSHIP HARBOR ADVISORS, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
Western Wealth Management, LLC | 6 | 6 | 0.03% | 0.08% | 0.10% | Q2 2022 | Q3 2023 | 6 |
Kalos Management, Inc. | 6 | 6 | 1.27% | 1.53% | 1.88% | Q1 2022 | Q2 2023 | 6 |
ROPES WEALTH ADVISORS LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 5 |
Vestmark Advisory Solutions, Inc. | 5 | 5 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q1 2023 | 5 |
Venturi Wealth Management, LLC | 4 | 1 | 0.00% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 5 |
Eagle Strategies LLC | 4 | 1 | 0.06% | 0.08% | 0.10% | Q2 2022 | Q3 2023 | 5 |
BerganKDV Wealth Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2022 | 5 |
EMERSON INVESTMENT MANAGEMENT, LLC | 5 | 5 | 0.51% | 1.20% | 1.54% | Q1 2015 | Q1 2016 | 5 |
RAYMOND JAMES TRUST N.A. | 4 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 5 |
WINTRUST INVESTMENTS LLC | 5 | 5 | 0.15% | 0.20% | 0.26% | Q1 2021 | Q1 2022 | 5 |
Virtu KCG Holdings LLC | 3 | 2 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2015 | 5 |
Apeiron RIA LLC | 3 | 2 | 0.10% | 0.16% | 0.25% | Q4 2021 | Q1 2023 | 5 |
Hollow Brook Wealth Management LLC | 5 | 5 | 0.10% | 0.12% | 0.16% | Q1 2022 | Q1 2023 | 5 |
Mutual Advisors, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q3 2023 | 5 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Private Wealth Advisors, LLC | 5 | 5 | 0.67% | 1.62% | 2.06% | Q4 2018 | Q4 2019 | 5 |
TRANSCEND CAPITAL ADVISORS, LLC | 4 | 1 | 0.05% | 0.12% | 0.15% | Q2 2022 | Q3 2023 | 5 |
Fiera Capital Corp | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
Belpointe Asset Management LLC | 3 | 2 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q1 2023 | 5 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
1832 Asset Management L.P. | 4 | 1 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 5 |
Wealthcare Advisory Partners LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Interchange Capital Partners, LLC | 4 | 1 | 0.20% | 0.30% | 0.36% | Q2 2022 | Q3 2023 | 5 |
Cornerstone Financial Partners, LLC | 5 | 5 | 0.10% | 0.18% | 0.24% | Q4 2016 | Q4 2017 | 5 |
Integrated Wealth Management | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2016 | 5 |
Brio Consultants, LLC | 5 | 5 | 0.09% | 0.11% | 0.12% | Q3 2022 | Q3 2023 | 5 |
MYCIO WEALTH PARTNERS, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2019 | 5 |
Ruggie Capital Group | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2017 | 5 |
Donoghue Forlines LLC | 5 | 5 | 0.40% | 0.73% | 0.99% | Q3 2021 | Q3 2022 | 5 |
BROWN BROTHERS HARRIMAN & CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
FDx Advisors, Inc. | 4 | 1 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 5 |
Reitz Capital Advisors LLC | 5 | 5 | 1.18% | 1.39% | 1.64% | Q4 2018 | Q4 2019 | 5 |
Long Wharf Investors, Inc. | 5 | 5 | 0.84% | 1.93% | 2.64% | Q2 2013 | Q2 2014 | 5 |
WFA Asset Management Corp | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Ferris Capital, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2019 | 5 |
Tradition Wealth Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2023 | 5 |
Visionary Wealth Advisors | 5 | 5 | 0.05% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Key FInancial Inc | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Patriot Financial Group Insurance Agency, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q4 2021 | 5 |
Advisory Alpha, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2020 | 5 |
IndexIQ Advisors LLC | 4 | 4 | 0.01% | 0.04% | 0.11% | Q2 2021 | Q1 2022 | 4 |
Financial Gravity Asset Management, Inc. | 3 | 1 | 0.00% | 0.27% | 0.56% | Q1 2018 | Q1 2019 | 4 |
AXXCESS WEALTH MANAGEMENT, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q2 2022 | Q1 2023 | 4 |
Bensler, LLC | 4 | 4 | 0.42% | 0.44% | 0.47% | Q2 2022 | Q1 2023 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Moss Adams Wealth Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
TKG Advisors, LLC | 4 | 4 | 0.19% | 0.20% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Blue Trust, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q2 2023 | 4 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2022 | 4 |
TD Capital Management LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q2 2023 | 4 |
TimeScale Financial, Inc. | 4 | 4 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q1 2020 | 4 |
CornerStone Partners LLC | 4 | 4 | 6.73% | 7.87% | 8.88% | Q4 2019 | Q3 2020 | 4 |
Tower Research Capital LLC (TRC) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2022 | 4 |
Stone House Investment Management, LLC | 3 | 1 | 0.04% | 0.04% | 0.05% | Q1 2019 | Q3 2023 | 4 |
OKABENA INVESTMENT SERVICES INC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
INSIGHT 2811, INC. | 4 | 4 | 0.24% | 0.25% | 0.26% | Q2 2022 | Q1 2023 | 4 |
Newbridge Financial Services Group, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Cetera Advisors LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q1 2023 | 4 |
Permanens Capital L.P. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
Worth Financial Advisory Group, LLC | 4 | 4 | 0.33% | 0.39% | 0.52% | Q4 2022 | Q3 2023 | 4 |
BARCLAYS PLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2021 | 4 |
Mayfair Advisory Group, LLC | 4 | 4 | 0.28% | 0.31% | 0.32% | Q2 2022 | Q1 2023 | 4 |
Horrell Capital Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2015 | 4 |
BBR PARTNERS, LLC | 3 | 1 | 0.03% | 0.03% | 0.04% | Q2 2019 | Q2 2020 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Cetera Advisor Networks LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 4 |
FIRST MANHATTAN CO. LLC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2022 | 4 |
WASHINGTON TRUST Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
PATRON PARTNERS, LLC | 4 | 4 | 0.26% | 0.26% | 0.26% | Q2 2022 | Q1 2023 | 4 |
Integrated Wealth Concepts LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Carroll Financial Associates, Inc. | 4 | 4 | 0.00% | 0.03% | 0.07% | Q1 2019 | Q4 2019 | 4 |
Financial Engines Advisors L.L.C. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 4 |
Mascoma Wealth Management LLC | 3 | 1 | 0.00% | 0.04% | 0.12% | Q2 2018 | Q2 2021 | 4 |
Transform Wealth, LLC | 4 | 4 | 0.03% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
SIMPLEX TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
CARDIFF PARK ADVISORS, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
LEVEL FOUR ADVISORY SERVICES, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q2 2023 | 3 |
DB Wealth Management Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 3 |
Crewe Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Millburn Ridgefield Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
AGF INVESTMENTS INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2017 | 3 |
Cassady Schiller Wealth Management, LLC | 3 | 3 | 0.10% | 0.12% | 0.14% | Q1 2023 | Q3 2023 | 3 |
STEPH & CO | 2 | 1 | 0.05% | 0.75% | 1.46% | Q4 2019 | Q3 2023 | 3 |
AMG National Trust Bank | 3 | 3 | 0.11% | 0.16% | 0.20% | Q1 2023 | Q3 2023 | 3 |
Empowered Funds, LLC | 3 | 3 | 0.19% | 0.20% | 0.22% | Q4 2020 | Q2 2021 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
U S GLOBAL INVESTORS INC | 3 | 3 | 0.12% | 0.21% | 0.26% | Q4 2017 | Q2 2018 | 3 |
Sound Income Strategies, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
FourThought Financial, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Snowden Capital Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
CREDIT SUISSE AG/ | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 3 |
LifePlan Financial Group, Inc | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q1 2014 | 3 |
Hochman Cole Investment Advisors, Inc. | 3 | 3 | 0.17% | 0.17% | 0.18% | Q1 2018 | Q3 2018 | 3 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
NEXT Financial Group, Inc | 1 | 1 | 0.00% | 0.02% | 0.04% | Q3 2014 | Q3 2021 | 3 |
KEATING INVESTMENT COUNSELORS INC | 3 | 3 | 0.09% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
Clarus Wealth Advisors | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q1 2019 | 3 |
MILLENNIUM MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2015 | 3 |
Tarbox Family Office, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2020 | 3 |
Cutler Group LLC / CA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2017 | 3 |
Kistler-Tiffany Companies, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2023 | 3 |
Ausdal Financial Partners, Inc. | 3 | 3 | 0.82% | 0.84% | 0.86% | Q1 2018 | Q3 2018 | 3 |
INGALLS & SNYDER LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
First PREMIER Bank | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Commonwealth Equity Services, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2017 | 3 |
Regis Acquisition Inc. | 3 | 3 | 0.15% | 0.60% | 1.11% | Q1 2023 | Q3 2023 | 3 |
HHM Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Jacobi Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Regis Management CO LLC | 3 | 3 | 0.17% | 0.23% | 0.30% | Q1 2023 | Q3 2023 | 3 |
SG Americas Securities, LLC | 2 | 1 | 0.00% | 0.02% | 0.05% | Q2 2016 | Q2 2017 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.04% | 0.10% | 0.18% | Q2 2013 | Q4 2013 | 3 |
Atria Wealth Solutions, Inc. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 3 |
Hall Kathryn A. | 3 | 3 | 1.04% | 2.44% | 5.18% | Q4 2016 | Q2 2017 | 3 |
Independent Order of Foresters | 3 | 3 | 0.13% | 0.14% | 0.15% | Q1 2023 | Q3 2023 | 3 |
Lindbrook Capital, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 3 |
Capital Asset Advisory Services LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q2 2020 | 3 |
First Capital Advisors Group, LLC. | 3 | 3 | 0.01% | 0.47% | 0.74% | Q4 2022 | Q2 2023 | 3 |
ST GERMAIN D J CO INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
Virtu Financial LLC | 1 | 1 | 0.01% | 0.03% | 0.04% | Q3 2017 | Q3 2022 | 3 |
Delek Group, Ltd. | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2017 | Q2 2018 | 3 |
Sightline Wealth Advisors, LLC | 3 | 3 | 0.23% | 0.43% | 0.57% | Q4 2021 | Q2 2022 | 3 |
Astoria Portfolio Advisors LLC. | 3 | 3 | 0.08% | 0.09% | 0.11% | Q4 2022 | Q2 2023 | 3 |
BOSTON FINANCIAL MANGEMENT LLC | 3 | 3 | 0.51% | 0.53% | 0.55% | Q2 2016 | Q4 2016 | 3 |
Essex Savings Bank | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q2 2019 | 3 |
Tower View Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Mirae Asset Global Investments Co., Ltd. | 1 | 1 | 0.07% | 0.11% | 0.15% | Q2 2012 | Q4 2013 | 3 |
Beaumont Financial Partners, LLC | 3 | 3 | 0.55% | 0.83% | 1.06% | Q4 2020 | Q2 2021 | 3 |
Winfield Associates, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2014 | 3 |
SkyView Investment Advisors, LLC | 2 | 2 | 0.27% | 0.28% | 0.30% | Q4 2022 | Q1 2023 | 2 |
Simplicity Solutions, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
CGC Financial Services, LLC | 2 | 2 | 0.19% | 0.20% | 0.21% | Q2 2023 | Q3 2023 | 2 |
TORONTO DOMINION BANK | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Strategic Wealth Partners, Ltd. | 2 | 2 | 0.06% | 0.73% | 1.41% | Q1 2018 | Q2 2018 | 2 |
Colonial Trust Co / SC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
EXCHANGE TRADED CONCEPTS, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 2 |
IHT Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2022 | 2 |
OneAscent Financial Services LLC | 2 | 2 | 0.32% | 0.44% | 0.55% | Q2 2023 | Q3 2023 | 2 |
Freedom Investment Management, Inc. | 2 | 2 | 0.28% | 0.31% | 0.34% | Q1 2018 | Q2 2018 | 2 |
Moran Wealth Management, LLC | 2 | 2 | 0.36% | 0.36% | 0.36% | Q4 2022 | Q1 2023 | 2 |
DUNCKER STREETT & CO INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Cresset Asset Management, LLC | 1 | 1 | 0.00% | 0.03% | 0.06% | Q1 2019 | Q3 2019 | 2 |
Trexquant Investment LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 2 |
Friedenthal Financial | 1 | 1 | 0.47% | 0.61% | 0.74% | Q4 2016 | Q2 2018 | 2 |
Jentner Corp | 2 | 2 | 0.19% | 0.19% | 0.20% | Q2 2017 | Q3 2017 | 2 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2022 | 2 |
CreativeOne Wealth, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q1 2023 | 2 |
SATOVSKY ASSET MANAGEMENT LLC | 2 | 2 | 2.21% | 2.34% | 2.48% | Q2 2023 | Q3 2023 | 2 |
Global Retirement Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2023 | 2 |
Caption Management, LLC | 2 | 2 | 0.17% | 0.23% | 0.30% | Q1 2018 | Q2 2018 | 2 |
ONE PLUS ONE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.15% | 0.16% | 0.17% | Q2 2023 | Q3 2023 | 2 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 2 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q3 2020 | 2 |
Alliance Wealth Management Group | 2 | 2 | 0.13% | 0.23% | 0.33% | Q1 2018 | Q2 2018 | 2 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q1 2019 | 2 |
STRINGER ASSET MANAGEMENT, LLC | 1 | 1 | 4.26% | 4.68% | 5.09% | Q4 2017 | Q1 2022 | 2 |
BINGHAM OSBORN & SCARBOROUGH LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2015 | Q4 2015 | 2 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 2 |
MATHER GROUP, LLC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
SILVER OAK SECURITIES, INCORPORATED | 2 | 2 | 0.15% | 0.16% | 0.17% | Q4 2022 | Q1 2023 | 2 |
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q3 2013 | 2 |
S. R. Schill & Associates | 2 | 2 | 0.17% | 0.47% | 0.77% | Q1 2019 | Q2 2019 | 2 |
Sage Capital Advisors,llc | 2 | 2 | 0.29% | 0.30% | 0.30% | Q1 2018 | Q2 2018 | 2 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
AIFG Consultants Ltd. | 2 | 2 | 0.24% | 1.75% | 3.27% | Q4 2022 | Q1 2023 | 2 |
Gunma Bank,Ltd. | 2 | 2 | 1.03% | 1.48% | 1.92% | Q3 2022 | Q4 2022 | 2 |
CoreCap Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 2 |
Jaffetilchin Investment Partners, LLC | 2 | 2 | 0.77% | 0.78% | 0.80% | Q1 2014 | Q2 2014 | 2 |
OPPENHEIMER & CO INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 2 |
Foundations Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Keystone Financial Group | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Brendel Financial Advisors LLC | 2 | 2 | 0.49% | 0.49% | 0.49% | Q1 2022 | Q2 2022 | 2 |
Premia Global Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Financial Management Professionals, Inc. | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2013 | Q3 2013 | 2 |
BANK OF NOVA SCOTIA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
PARK AVENUE SECURITIES LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 2 |
New England Capital Financial Advisors LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q1 2023 | 2 |
Pathway Financial Advisors LLC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q3 2018 | Q4 2018 | 2 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.00% | 0.28% | 0.56% | Q1 2018 | Q4 2018 | 2 |
New Republic Capital, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
GW&K Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Kingsview Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Balentine LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 2 |
Hoover Financial Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2020 | 2 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q2 2023 | 2 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 2 |
Capital Bank & Trust Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 2 | 2 | 0.45% | 1.08% | 1.70% | Q2 2013 | Q3 2013 | 2 |
Laird Norton Wetherby Trust Company, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q4 2021 | 2 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 2 |
Capital Investment Advisory Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
SMITH SHELLNUT WILSON LLC /ADV | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q2 2019 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
Concert Wealth Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Alhambra Investment Management LLC | 1 | 1 | 1.00% | 1.00% | 1.00% | Q2 2020 | Q2 2020 | 1 |
FIRST HAWAIIAN BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Addison Capital Co | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
MOORE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Quent Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Hilltop Holdings Inc. | 1 | 1 | 0.46% | 0.46% | 0.46% | Q1 2022 | Q1 2022 | 1 |
FineMark National Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Gemmer Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Grey Fox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Krilogy Financial LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2023 | Q1 2023 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
FIDUCIENT ADVISORS LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
AlphaCore Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Wealth Alliance Advisory Group, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
JANICZEK WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.55% | 0.55% | 0.55% | Q1 2022 | Q1 2022 | 1 |
American Trust | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2022 | Q3 2022 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Burt Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Towercrest Capital Management | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2018 | Q2 2018 | 1 |
RE Dickinson Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
IFG Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
HANSEATIC MANAGEMENT SERVICES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Clearview Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
ROCKEFELLER FINANCIAL SERVICES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
1ST SOURCE BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
KANALY TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Weatherstone Capital Management | 1 | 1 | 0.47% | 0.47% | 0.47% | Q4 2018 | Q4 2018 | 1 |
Sterling Investment Advisors, Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Arlington Financial Advisors, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2019 | Q4 2019 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Southland Equity Partners LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2021 | Q3 2021 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
LBA Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
BALLAST ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Financial Insights, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q4 2022 | 1 |
Trifecta Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
GUGGENHEIM CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
STRATEGIC INVESTMENT MANAGEMENT, LLC | 1 | 1 | 2.32% | 2.32% | 2.32% | Q4 2019 | Q4 2019 | 1 |
Tolleson Wealth Management, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
Steward Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
McAdam, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
TRUEWEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Crabel Capital Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
AMERICAN NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FIRST INTERSTATE BANK | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Norway Savings Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Heritage Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Castle Rock Wealth Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2014 | Q2 2014 | 1 |
Atlas Private Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Privium Fund Management (UK) Ltd | 1 | 1 | 0.66% | 0.66% | 0.66% | Q1 2021 | Q1 2021 | 1 |
Kestra Advisory Services, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
BESSEMER SECURITIES LLC | 1 | 1 | 7.19% | 7.19% | 7.19% | Q3 2022 | Q3 2022 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Koshinski Asset Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Manchester Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Haverford Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
ALTFEST L J & CO INC | 1 | 1 | 1.18% | 1.18% | 1.18% | Q1 2022 | Q1 2022 | 1 |
Walleye Capital LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
BOK Financial Private Wealth, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Princeton Global Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Alpha Cubed Investments, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2018 | Q3 2018 | 1 |
Global Trust Asset Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
Intrua Financial, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
Legacy Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Gladstone Institutional Advisory LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Lee Financial Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
CWA Asset Management Group, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2015 | Q4 2015 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q4 2016 | 1 |
Geneva Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
CORDA Investment Management, LLC. | 1 | 1 | 1.70% | 1.70% | 1.70% | Q3 2015 | Q3 2015 | 1 |
WOLVERINE TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q4 2022 | Q4 2022 | 1 |
First Horizon Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
VICTORY CAPITAL MANAGEMENT INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Next Level Private LLC | 1 | 1 | 0.85% | 0.85% | 0.85% | Q2 2022 | Q2 2022 | 1 |
BDO Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2021 | Q3 2021 | 1 |
Signature Financial Management, Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2013 | Q4 2013 | 1 |
Strategic Advocates LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
Sargent Bickham Lagudis LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2018 | Q2 2018 | 1 |
TD Ameritrade Trust Co | 1 | 1 | 2.98% | 2.98% | 2.98% | Q2 2013 | Q2 2013 | 1 |
ASSOCIATED BANC-CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
MACKENZIE FINANCIAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Red Door Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
FRANKLIN RESOURCES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Community Bank, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Polaris Wealth Advisory Group, LLC | 1 | 1 | 2.71% | 2.71% | 2.71% | Q2 2014 | Q2 2014 | 1 |
Pinnacle Summer Investments, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Loveless Wealth Management LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2019 | Q4 2019 | 1 |
Live Your Vision, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Sowell Financial Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
RS INVESTMENT MANAGEMENT CO LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2013 | Q4 2013 | 1 |
AE Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Sharkey, Howes & Javer | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
MANAGED ACCOUNT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
BSW Wealth Partners | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2013 | Q2 2013 | 1 |
Sage Mountain Advisors LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
GSB Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Ten Capital Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
PRUDENTIAL FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Grove Bank & Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Gould Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
SRS Capital Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
SHEPHERD KAPLAN KROCHUK, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2022 | Q4 2022 | 1 |
External links
This page lists all the filers that currently own SPDR INDEX SHS FDS or have owned SPDR INDEX SHS FDS in the past.