Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.04% | 0.08% | Q1 2012 | Q3 2023 | 46 |
Cetera Advisor Networks LLC | 43 | 43 | 0.00% | 0.19% | 0.68% | Q1 2013 | Q3 2023 | 43 |
HUNTINGTON NATIONAL BANK | 43 | 43 | 0.00% | 0.10% | 0.48% | Q1 2013 | Q3 2023 | 43 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 42 | 42 | 0.01% | 0.08% | 0.21% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Gradient Investments LLC | 42 | 42 | 0.00% | 0.57% | 2.78% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Ancora Advisors LLC | 42 | 42 | 0.00% | 0.16% | 1.33% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 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 |
OARSMAN CAPITAL, INC. | 42 | 42 | 0.09% | 0.46% | 0.70% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.02% | 0.15% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.01% | 0.13% | 0.38% | Q2 2013 | Q3 2023 | 42 |
GLENMEDE TRUST CO NA | 42 | 42 | 0.08% | 0.23% | 0.42% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.07% | 0.16% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.09% | 0.47% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
JONES FINANCIAL COMPANIES LLLP | 41 | 41 | 0.00% | 0.15% | 0.41% | Q3 2013 | Q3 2023 | 41 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 24 | 17 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 41 |
Modera Wealth Management, LLC | 40 | 40 | 0.12% | 0.56% | 1.74% | Q4 2013 | Q3 2023 | 40 |
Capital Advisors, Ltd. LLC | 40 | 40 | 0.01% | 0.35% | 0.73% | Q4 2013 | Q3 2023 | 40 |
FDx Advisors, Inc. | 40 | 40 | 0.01% | 0.23% | 1.38% | Q4 2013 | Q3 2023 | 40 |
First Heartland Consultants, Inc. | 27 | 13 | 0.01% | 0.30% | 1.37% | Q2 2013 | Q2 2023 | 40 |
NATIXIS ADVISORS, L.P. | 34 | 1 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 40 |
SOL Capital Management CO | 39 | 1 | 0.08% | 0.30% | 0.47% | Q2 2013 | Q3 2023 | 40 |
ARGI Investment Services, LLC | 39 | 39 | 0.01% | 1.46% | 5.31% | Q2 2013 | Q4 2022 | 39 |
NOMURA ASSET MANAGEMENT CO LTD | 17 | 6 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 39 |
Raymond James Financial Services Advisors, Inc. | 30 | 1 | 0.00% | 0.07% | 0.34% | Q2 2013 | Q3 2023 | 39 |
Private Advisor Group, LLC | 39 | 39 | 0.00% | 0.08% | 0.30% | Q1 2014 | Q3 2023 | 39 |
US BANCORP \DE\ | 33 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 39 |
HSBC HOLDINGS PLC | 27 | 12 | 0.01% | 0.09% | 0.23% | Q4 2013 | Q3 2023 | 39 |
BLAIR WILLIAM & CO/IL | 37 | 2 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 39 |
Creative Planning | 18 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 38 |
CITIGROUP INC | 34 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 38 |
JPMORGAN CHASE & CO | 24 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 38 |
Invesco Ltd. | 37 | 37 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2022 | 37 |
Sequoia Financial Advisors, LLC | 37 | 37 | 0.01% | 5.28% | 14.44% | Q3 2014 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
FC Advisory LLC | 36 | 36 | 0.13% | 3.13% | 5.19% | Q1 2015 | Q4 2023 | 36 |
Dakota Wealth Management | 35 | 35 | 0.01% | 2.13% | 5.44% | Q4 2014 | Q2 2023 | 35 |
Evanson Asset Management, LLC | 25 | 3 | 0.02% | 0.07% | 0.14% | Q4 2013 | Q3 2023 | 35 |
Mariner, LLC | 34 | 34 | 0.01% | 0.16% | 0.44% | Q2 2015 | Q3 2023 | 34 |
CWM, LLC | 26 | 8 | 0.00% | 0.01% | 0.10% | Q1 2015 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 34 |
PITCAIRN CO | 25 | 9 | 0.03% | 0.12% | 0.62% | Q4 2013 | Q3 2022 | 34 |
PICTET ASSET MANAGEMENT LTD | 33 | 33 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2021 | 33 |
Hudock, Inc. | 33 | 33 | 0.00% | 2.83% | 8.16% | Q3 2014 | Q3 2022 | 33 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 33 |
JFS WEALTH ADVISORS, LLC | 32 | 32 | 0.49% | 2.10% | 3.42% | Q4 2015 | Q3 2023 | 32 |
BRIGHTON JONES LLC | 26 | 6 | 0.10% | 0.33% | 0.64% | Q3 2015 | Q3 2023 | 32 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.03% | 0.22% | Q1 2016 | Q3 2023 | 31 |
Efficient Advisors, LLC | 31 | 31 | 0.18% | 0.57% | 1.09% | Q1 2016 | Q3 2023 | 31 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 31 | 31 | 0.01% | 0.10% | 0.35% | Q1 2016 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.05% | 0.15% | Q4 2015 | Q3 2023 | 31 |
Waldron Private Wealth LLC | 28 | 3 | 0.22% | 0.81% | 2.55% | Q4 2014 | Q3 2023 | 31 |
Cetera Advisors LLC | 28 | 3 | 0.00% | 0.17% | 0.92% | Q2 2013 | Q3 2023 | 31 |
BlackRock Inc. | 30 | 30 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2023 | 30 |
M&T BANK CORP | 24 | 6 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q3 2023 | 30 |
New England Private Wealth Advisors LLC | 30 | 30 | 0.19% | 0.40% | 0.63% | Q4 2013 | Q1 2021 | 30 |
ALPHA WINDWARD LLC | 30 | 30 | 0.03% | 0.14% | 1.62% | Q2 2013 | Q3 2020 | 30 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.02% | 0.04% | 0.12% | Q2 2013 | Q3 2020 | 30 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2020 | 29 |
RAYMOND JAMES TRUST N.A. | 27 | 2 | 0.01% | 0.09% | 0.26% | Q2 2013 | Q2 2023 | 29 |
M Holdings Securities, Inc. | 23 | 1 | 0.02% | 1.97% | 4.27% | Q4 2013 | Q4 2022 | 29 |
HighTower Advisors, LLC | 16 | 2 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 29 |
Voya Financial Advisors, Inc. | 28 | 28 | 0.02% | 0.93% | 3.63% | Q1 2015 | Q4 2021 | 28 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 28 |
AllSquare Wealth Management LLC | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.00% | 0.04% | Q4 2016 | Q3 2023 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.00% | 0.03% | 0.18% | Q4 2016 | Q3 2023 | 28 |
ProVise Management Group, LLC | 28 | 28 | 0.06% | 0.34% | 0.48% | Q3 2013 | Q2 2020 | 28 |
Capital Analysts, LLC | 20 | 8 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 28 |
Simplicity Solutions, LLC | 25 | 1 | 0.01% | 0.39% | 2.22% | Q4 2014 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2019 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.00% | 0.01% | 0.12% | Q4 2016 | Q3 2023 | 27 |
Cordasco Financial Network | 27 | 27 | 0.01% | 0.18% | 0.26% | Q4 2015 | Q2 2022 | 27 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 26 | 1 | 0.00% | 0.08% | 0.25% | Q2 2013 | Q1 2021 | 27 |
Israel Discount Bank of New York | 17 | 9 | 0.25% | 0.53% | 0.93% | Q1 2017 | Q3 2023 | 26 |
MPS Loria Financial Planners, LLC | 26 | 26 | 0.13% | 0.33% | 0.58% | Q2 2017 | Q3 2023 | 26 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 8 | 1 | 0.00% | 0.05% | 0.23% | Q1 2014 | Q1 2022 | 26 |
Advisory Alpha, LLC | 20 | 1 | 0.00% | 2.21% | 4.13% | Q4 2013 | Q3 2020 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.01% | 0.07% | 0.20% | Q2 2017 | Q3 2023 | 26 |
Private Ocean, LLC | 20 | 1 | 0.02% | 0.08% | 0.21% | Q4 2013 | Q3 2023 | 25 |
TD Capital Management LLC | 25 | 25 | 0.00% | 0.41% | 3.63% | Q3 2013 | Q3 2019 | 25 |
Valmark Advisers, Inc. | 24 | 1 | 0.02% | 0.06% | 0.09% | Q4 2015 | Q3 2023 | 25 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 20 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2022 | 25 |
COURIER CAPITAL LLC | 21 | 4 | 0.02% | 0.04% | 0.08% | Q4 2014 | Q1 2022 | 25 |
Arete Wealth Advisors, LLC | 25 | 25 | 0.06% | 0.26% | 0.44% | Q4 2013 | Q4 2019 | 25 |
First Command Bank | 21 | 4 | 0.00% | 0.12% | 0.30% | Q4 2016 | Q2 2023 | 25 |
Cetera Investment Advisers | 14 | 11 | 0.01% | 0.03% | 0.06% | Q2 2017 | Q3 2023 | 25 |
First Command Financial Services, Inc. | 21 | 4 | 0.00% | 0.10% | 0.30% | Q4 2016 | Q2 2023 | 25 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.13% | 0.32% | Q4 2017 | Q3 2023 | 24 |
People's United Financial, Inc. | 24 | 24 | 0.00% | 0.32% | 1.04% | Q2 2016 | Q1 2022 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
Larson Financial Group LLC | 24 | 24 | 0.02% | 0.55% | 2.42% | Q4 2017 | Q3 2023 | 24 |
Alexandria Capital, LLC | 24 | 24 | 0.03% | 0.05% | 0.07% | Q4 2015 | Q3 2021 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.02% | 0.06% | Q4 2017 | Q3 2023 | 24 |
PDS Planning, Inc | 24 | 24 | 0.04% | 1.33% | 3.31% | Q4 2017 | Q3 2023 | 24 |
RFG Advisory, LLC | 24 | 24 | 0.03% | 0.09% | 0.28% | Q4 2017 | Q3 2023 | 24 |
Global Trust Asset Management, LLC | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Tortoise Investment Management, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2019 | 24 |
OPPENHEIMER ASSET MANAGEMENT INC. | 23 | 23 | 0.09% | 0.14% | 0.20% | Q1 2017 | Q3 2022 | 23 |
Ironwood Wealth Management, LLC. | 22 | 1 | 0.00% | 0.09% | 0.40% | Q3 2017 | Q3 2023 | 23 |
St. Louis Trust Co | 20 | 1 | 0.05% | 4.11% | 6.53% | Q4 2015 | Q3 2022 | 23 |
STIFEL FINANCIAL CORP | 11 | 4 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2022 | 23 |
INVESTMENT PARTNERS, LTD. | 21 | 2 | 0.10% | 0.69% | 1.32% | Q4 2014 | Q1 2021 | 23 |
Westside Investment Management, Inc. | 12 | 1 | 0.00% | 0.03% | 0.09% | Q4 2016 | Q4 2022 | 22 |
TCI Wealth Advisors, Inc. | 22 | 22 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q1 2023 | 22 |
Sarasin & Partners LLP | 21 | 1 | 0.00% | 0.15% | 0.24% | Q4 2016 | Q1 2023 | 22 |
Jacobi Capital Management LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2021 | 22 |
SHINE INVESTMENT ADVISORY SERVICES INC | 18 | 4 | 0.41% | 0.68% | 1.10% | Q2 2014 | Q4 2019 | 22 |
Sandy Spring Bank | 18 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 22 |
Stratos Wealth Partners, LTD. | 16 | 2 | 0.01% | 0.03% | 0.09% | Q4 2014 | Q1 2023 | 22 |
NEXT Financial Group, Inc | 14 | 1 | 0.00% | 0.03% | 0.16% | Q2 2014 | Q4 2021 | 22 |
DEUTSCHE BANK AG\ | 14 | 4 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2022 | 22 |
Lester Murray Antman dba SimplyRich | 14 | 8 | 0.34% | 0.54% | 0.95% | Q4 2017 | Q2 2023 | 22 |
Brand Asset Management Group, Inc. | 22 | 22 | 0.17% | 0.30% | 0.42% | Q2 2018 | Q3 2023 | 22 |
CAHABA WEALTH MANAGEMENT, INC. | 20 | 2 | 0.07% | 0.66% | 2.63% | Q3 2017 | Q3 2023 | 22 |
NewSquare Capital LLC | 20 | 1 | 0.00% | 0.29% | 0.92% | Q2 2013 | Q3 2023 | 21 |
Fund Evaluation Group, LLC | 18 | 3 | 0.03% | 0.06% | 0.10% | Q4 2017 | Q2 2023 | 21 |
Greytown Advisors Inc. | 21 | 21 | 0.28% | 0.44% | 0.56% | Q4 2016 | Q4 2021 | 21 |
Mosaic Financial Partners, Inc. | 21 | 21 | 0.37% | 1.26% | 2.66% | Q2 2013 | Q2 2018 | 21 |
BNP PARIBAS FINANCIAL MARKETS | 20 | 1 | 0.00% | 0.02% | 0.05% | Q3 2015 | Q3 2022 | 21 |
Heritage Wealth Advisors | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.02% | 0.06% | Q3 2018 | Q3 2023 | 21 |
COLONY GROUP LLC | 10 | 1 | 0.00% | 0.06% | 0.21% | Q3 2014 | Q4 2022 | 21 |
Gradient Capital Advisors, LLC | 20 | 20 | 0.12% | 0.74% | 1.12% | Q4 2017 | Q3 2022 | 20 |
Abacus Planning Group, Inc. | 20 | 20 | 0.37% | 0.57% | 0.77% | Q4 2018 | Q3 2023 | 20 |
Beacon Pointe Advisors, LLC | 20 | 20 | 0.02% | 0.42% | 2.30% | Q4 2018 | Q3 2023 | 20 |
FMR LLC | 12 | 8 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 20 |
Arkos Global Advisors | 20 | 20 | 0.20% | 0.48% | 0.93% | Q4 2018 | Q3 2023 | 20 |
HHM Wealth Advisors, LLC | 20 | 20 | 0.38% | 1.93% | 3.70% | Q4 2018 | Q3 2023 | 20 |
Wealthspire Advisors, L.P. | 20 | 20 | 0.01% | 0.48% | 0.79% | Q4 2015 | Q3 2020 | 20 |
Carroll Financial Associates, Inc. | 20 | 20 | 0.00% | 0.02% | 0.14% | Q3 2015 | Q2 2020 | 20 |
ALTFEST L J & CO INC | 20 | 20 | 0.21% | 0.33% | 0.46% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2022 | 20 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.01% | 0.04% | 0.13% | Q4 2014 | Q3 2019 | 20 |
Clearstead Advisors, LLC | 19 | 1 | 0.00% | 0.04% | 0.12% | Q4 2016 | Q3 2023 | 20 |
Old Port Advisors | 18 | 1 | 0.11% | 0.41% | 0.70% | Q2 2018 | Q3 2023 | 20 |
JANE STREET GROUP, LLC | 5 | 1 | 0.00% | 0.02% | 0.08% | Q1 2014 | Q2 2023 | 20 |
QUADRANT CAPITAL GROUP LLC | 10 | 9 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q2 2022 | 19 |
NORTHERN TRUST CORP | 12 | 7 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2022 | 19 |
Simmons Bank | 19 | 19 | 0.05% | 0.10% | 0.34% | Q1 2017 | Q3 2021 | 19 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q3 2023 | 19 |
Sharkey, Howes & Javer | 11 | 1 | 0.00% | 1.92% | 4.79% | Q1 2015 | Q1 2020 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Asset Dedication, LLC | 18 | 1 | 0.00% | 0.01% | 0.07% | Q4 2015 | Q3 2020 | 19 |
Boltwood Capital Management | 16 | 1 | 0.08% | 0.22% | 0.40% | Q1 2017 | Q4 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
SIGNATUREFD, LLC | 16 | 1 | 0.00% | 0.00% | 0.03% | Q1 2014 | Q3 2023 | 19 |
NICOLET ADVISORY SERVICES, LLC | 19 | 19 | 0.04% | 0.61% | 2.50% | Q1 2019 | Q3 2023 | 19 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2017 | 18 |
Mutual Advisors, LLC | 18 | 18 | 0.01% | 0.07% | 0.16% | Q1 2019 | Q2 2023 | 18 |
Cable Hill Partners, LLC | 18 | 18 | 0.06% | 3.16% | 7.14% | Q4 2014 | Q1 2019 | 18 |
AE Wealth Management LLC | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
BARCLAYS PLC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 18 |
Emery Howard Portfolio Management, Inc. | 18 | 18 | 0.07% | 2.02% | 3.52% | Q2 2014 | Q3 2018 | 18 |
SVB WEALTH LLC | 18 | 18 | 0.06% | 0.17% | 0.35% | Q2 2019 | Q3 2023 | 18 |
Savant Capital, LLC | 18 | 18 | 0.02% | 0.12% | 0.38% | Q2 2019 | Q3 2023 | 18 |
Barrington Strategic Wealth Management Group LLC | 18 | 18 | 0.26% | 0.30% | 0.42% | Q2 2013 | Q3 2017 | 18 |
Private Capital Group, LLC | 18 | 18 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2022 | 18 |
CreativeOne Wealth, LLC | 17 | 1 | 0.01% | 0.06% | 0.11% | Q4 2018 | Q2 2023 | 18 |
CAPTRUST FINANCIAL ADVISORS | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2022 | 18 |
Patriot Financial Group Insurance Agency, LLC | 16 | 1 | 0.00% | 0.02% | 0.05% | Q4 2016 | Q2 2022 | 17 |
WFG Advisors, LP | 17 | 17 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2017 | 17 |
Vantage Investment Advisors, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2018 | 17 |
iAB Financial Bank | 17 | 17 | 0.52% | 0.66% | 0.77% | Q2 2013 | Q2 2017 | 17 |
Versant Capital Management, Inc | 17 | 17 | 0.02% | 0.03% | 0.04% | Q4 2015 | Q4 2019 | 17 |
Aptus Capital Advisors, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
AVANTAX ADVISORY SERVICES, INC. | 16 | 16 | 0.01% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
USAdvisors Wealth Management, LLC | 12 | 4 | 0.22% | 1.21% | 3.91% | Q4 2017 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.16% | 0.22% | 0.30% | Q4 2019 | Q3 2023 | 16 |
Capital Investment Advisory Services, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2022 | 16 |
XML Financial, LLC | 16 | 16 | 0.50% | 0.92% | 1.77% | Q4 2019 | Q3 2023 | 16 |
PRUDENTIAL FINANCIAL INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2021 | 16 |
NATIONAL PLANNING CORP | 16 | 16 | 0.06% | 0.10% | 0.14% | Q2 2013 | Q1 2017 | 16 |
McIlrath & Eck, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2022 | 16 |
FCG ADVISORS, LLC | 11 | 5 | 0.07% | 0.18% | 0.30% | Q2 2013 | Q4 2019 | 16 |
FLAGSHIP HARBOR ADVISORS, LLC | 16 | 16 | 0.00% | 0.21% | 0.44% | Q4 2016 | Q3 2020 | 16 |
BOYS ARNOLD & CO INC | 16 | 16 | 0.06% | 0.09% | 0.23% | Q2 2016 | Q1 2020 | 16 |
Edge Capital Group, LLC | 16 | 16 | 0.03% | 0.07% | 0.27% | Q4 2018 | Q3 2022 | 16 |
BALLAST ADVISORS LLC | 16 | 16 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Clarus Wealth Advisors | 16 | 16 | 0.18% | 0.22% | 0.29% | Q2 2019 | Q1 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Integrated Advisors Network LLC | 16 | 16 | 0.03% | 0.05% | 0.10% | Q4 2019 | Q3 2023 | 16 |
FINANCIAL CONSULATE, INC | 16 | 16 | 0.48% | 0.93% | 1.58% | Q4 2014 | Q3 2018 | 16 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 16 | 16 | 0.12% | 0.20% | 0.34% | Q4 2019 | Q3 2023 | 16 |
CONDOR CAPITAL MANAGEMENT | 16 | 16 | 0.58% | 0.64% | 0.71% | Q2 2013 | Q1 2017 | 16 |
MATRIX PRIVATE CAPITAL GROUP LLC | 16 | 16 | 0.62% | 1.38% | 1.84% | Q4 2019 | Q3 2023 | 16 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 13 | 1 | 0.00% | 0.09% | 0.29% | Q4 2016 | Q2 2023 | 15 |
Transamerica Financial Advisors, Inc. | 4 | 1 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q2 2019 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.02% | 0.17% | 0.40% | Q2 2013 | Q4 2016 | 15 |
Newman Dignan & Sheerar, Inc. | 15 | 15 | 0.01% | 0.16% | 0.24% | Q2 2013 | Q4 2016 | 15 |
N.E.W. Advisory Services LLC | 14 | 1 | 0.03% | 0.12% | 0.44% | Q4 2019 | Q3 2023 | 15 |
Koshinski Asset Management, Inc. | 7 | 2 | 0.01% | 0.06% | 0.10% | Q1 2017 | Q1 2022 | 15 |
Sowell Financial Services LLC | 10 | 5 | 0.03% | 0.05% | 0.07% | Q3 2019 | Q3 2023 | 15 |
One Capital Management, LLC | 9 | 6 | 0.02% | 0.10% | 0.20% | Q3 2017 | Q3 2023 | 15 |
BAILARD, INC. | 15 | 15 | 0.01% | 0.02% | 0.16% | Q1 2020 | Q3 2023 | 15 |
Disciplined Investments, LLC | 15 | 15 | 0.00% | 0.02% | 0.16% | Q4 2019 | Q2 2023 | 15 |
Capstone Financial Advisors, Inc. | 15 | 15 | 0.08% | 0.22% | 0.26% | Q1 2020 | Q3 2023 | 15 |
Retirement Group, LLC | 14 | 1 | 0.01% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 15 |
Sheaff Brock Investment Advisors, LLC | 15 | 15 | 0.03% | 0.04% | 0.05% | Q4 2015 | Q2 2019 | 15 |
Avion Wealth | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Citadel Advisors | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.02% | 0.04% | Q2 2016 | Q4 2019 | 15 |
Independence Bank of Kentucky | 15 | 15 | 0.00% | 0.02% | 0.09% | Q1 2019 | Q3 2022 | 15 |
Tradewinds Capital Management, LLC | 7 | 1 | 0.00% | 0.90% | 4.83% | Q2 2015 | Q1 2023 | 15 |
Cornerstone Wealth Management, LLC | 10 | 1 | 0.04% | 0.08% | 0.20% | Q1 2016 | Q1 2020 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
CI INVESTMENTS INC. | 15 | 15 | 0.02% | 0.04% | 0.05% | Q2 2016 | Q4 2019 | 15 |
WASHINGTON TRUST Co | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2023 | 14 |
FIRST FINANCIAL CORP /IN/ | 14 | 14 | 0.00% | 0.10% | 0.25% | Q2 2013 | Q3 2016 | 14 |
DFPG INVESTMENTS, LLC | 14 | 14 | 0.09% | 0.23% | 0.63% | Q4 2018 | Q1 2022 | 14 |
MCF Advisors LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2012 | Q3 2015 | 14 |
JNBA Financial Advisors | 13 | 1 | 0.00% | 0.00% | 0.03% | Q3 2016 | Q2 2022 | 14 |
NewEdge Advisors, LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Rockefeller Capital Management L.P. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2022 | 14 |
American Financial Advisors, LLC | 14 | 14 | 0.03% | 0.09% | 0.28% | Q4 2018 | Q1 2022 | 14 |
Rosenberg Matthew Hamilton | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Rinet Co LLC | 14 | 14 | 0.93% | 6.40% | 10.07% | Q2 2015 | Q3 2018 | 14 |
Ironsides Asset Advisors, LLC | 14 | 14 | 0.82% | 1.11% | 1.57% | Q2 2014 | Q3 2017 | 14 |
Legacy Private Trust Co. | 12 | 2 | 0.03% | 1.59% | 5.14% | Q2 2013 | Q4 2016 | 14 |
Hanson & Doremus Investment Management | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 14 |
Concert Wealth Management Inc. | 11 | 2 | 0.04% | 0.33% | 2.57% | Q2 2014 | Q3 2017 | 13 |
Guidant Wealth Advisors | 13 | 13 | 0.30% | 0.58% | 1.03% | Q3 2016 | Q3 2019 | 13 |
C-J Advisory, Inc. | 13 | 13 | 0.01% | 1.64% | 2.80% | Q3 2016 | Q3 2019 | 13 |
Aveo Capital Partners, LLC | 13 | 13 | 0.10% | 0.12% | 0.14% | Q4 2016 | Q4 2019 | 13 |
LifePlan Financial Group, Inc | 11 | 2 | 0.00% | 0.03% | 0.06% | Q4 2013 | Q3 2020 | 13 |
Intelligence Driven Advisers, LLC | 13 | 13 | 0.04% | 1.02% | 1.89% | Q4 2018 | Q4 2021 | 13 |
BOKF, NA | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q3 2018 | 13 |
Key FInancial Inc | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 13 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2018 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
SII INVESTMENTS INC/WI | 13 | 13 | 0.03% | 0.11% | 0.59% | Q3 2014 | Q3 2017 | 13 |
Sargent Bickham Lagudis LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2022 | 12 |
MERCER GLOBAL ADVISORS INC /ADV | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 12 | 12 | 0.22% | 0.27% | 0.37% | Q4 2020 | Q3 2023 | 12 |
Mirae Asset Global Investments Co., Ltd. | 5 | 3 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q4 2019 | 12 |
Cerity Partners LLC | 12 | 12 | 0.00% | 0.06% | 0.11% | Q4 2020 | Q3 2023 | 12 |
Prairiewood Capital, LLC | 12 | 12 | 2.96% | 3.86% | 4.29% | Q4 2020 | Q3 2023 | 12 |
Orin Green Financial, LLC | 12 | 12 | 2.06% | 2.84% | 3.58% | Q4 2020 | Q3 2023 | 12 |
Live Your Vision, LLC | 11 | 1 | 0.03% | 0.04% | 0.05% | Q3 2015 | Q1 2019 | 12 |
CREDIT SUISSE AG/ | 12 | 12 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q4 2015 | 12 |
Barber Financial Group, Inc. | 8 | 4 | 0.06% | 0.23% | 0.47% | Q4 2016 | Q4 2019 | 12 |
CONSULTIVA WEALTH MANAGEMENT, CORP. | 9 | 1 | 0.80% | 0.90% | 1.06% | Q2 2019 | Q3 2023 | 12 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 10 | 1 | 0.04% | 0.37% | 2.48% | Q4 2015 | Q1 2020 | 12 |
Aldebaran Financial Inc. | 12 | 12 | 0.20% | 0.22% | 0.26% | Q4 2013 | Q3 2016 | 12 |
Lido Advisors, LLC | 5 | 2 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 12 |
Psagot Value Holdings Ltd. | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Merriman Wealth Management, LLC | 5 | 3 | 0.02% | 0.43% | 2.08% | Q4 2015 | Q3 2023 | 12 |
Iron Horse Wealth Management, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Advisory Services Network, LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2023 | 12 |
Boston Standard Wealth Management, LLC | 12 | 12 | 2.98% | 3.74% | 4.80% | Q4 2014 | Q3 2017 | 12 |
COLDSTREAM CAPITAL MANAGEMENT INC | 12 | 12 | 0.03% | 0.87% | 1.98% | Q2 2015 | Q1 2018 | 12 |
Sage Mountain Advisors LLC | 11 | 11 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q3 2023 | 11 |
AlphaStar Capital Management, LLC | 9 | 2 | 0.10% | 0.59% | 2.62% | Q2 2017 | Q2 2020 | 11 |
Bogart Wealth, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
PARK AVENUE SECURITIES LLC | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
CIBC BANK USA | 11 | 11 | 0.06% | 0.13% | 0.28% | Q2 2013 | Q4 2015 | 11 |
Stonebridge Capital Advisors LLC | 6 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2022 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.23% | 0.35% | 0.45% | Q4 2017 | Q2 2020 | 11 |
TELEMUS CAPITAL, LLC | 9 | 2 | 0.03% | 0.08% | 0.34% | Q3 2015 | Q4 2019 | 11 |
CURIAN CAPITAL LLC | 11 | 11 | 0.20% | 0.50% | 0.80% | Q2 2013 | Q4 2015 | 11 |
Laurel Wealth Advisors LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Sterling Investment Advisors, Ltd. | 11 | 11 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2022 | 11 |
Faithward Advisors, LLC | 11 | 11 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q2 2022 | 11 |
Fortis Advisors, LLC | 11 | 11 | 0.00% | 0.03% | 0.08% | Q4 2017 | Q2 2020 | 11 |
Strategic Family Wealth Counselors, L.L.C. | 10 | 1 | 0.10% | 0.81% | 1.50% | Q4 2018 | Q2 2022 | 11 |
Cedar Wealth Management, LLC | 11 | 11 | 0.01% | 0.04% | 0.10% | Q1 2020 | Q3 2022 | 11 |
Hills Bank & Trust Co | 11 | 11 | 0.02% | 0.65% | 1.01% | Q1 2021 | Q3 2023 | 11 |
McAdam, LLC | 11 | 11 | 0.14% | 1.81% | 2.84% | Q4 2016 | Q2 2019 | 11 |
Physician Wealth Advisors, Inc. | 10 | 10 | 0.10% | 0.16% | 0.29% | Q3 2019 | Q4 2021 | 10 |
Regal Investment Advisors LLC | 10 | 10 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2015 | 10 |
Renaissance Technologies | 5 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2022 | 10 |
MONEYWISE, INC. | 10 | 10 | 0.17% | 0.20% | 0.23% | Q3 2017 | Q4 2019 | 10 |
SG Americas Securities, LLC | 3 | 1 | 0.00% | 0.01% | 0.04% | Q2 2015 | Q2 2019 | 10 |
PINNACLE FINANCIAL PARTNERS INC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 10 |
Strategic Wealth Partners, Ltd. | 10 | 10 | 0.00% | 0.20% | 0.51% | Q4 2017 | Q1 2020 | 10 |
Emerson Wealth, LLC | 10 | 10 | 4.36% | 5.09% | 6.05% | Q1 2020 | Q2 2022 | 10 |
McNamara Financial Services, Inc. | 10 | 10 | 0.08% | 0.11% | 0.18% | Q1 2021 | Q2 2023 | 10 |
Fusion Family Wealth LLC | 10 | 10 | 0.00% | 0.07% | 0.22% | Q1 2017 | Q2 2019 | 10 |
Castleview Partners, LLC | 8 | 1 | 0.00% | 0.51% | 2.71% | Q1 2018 | Q3 2023 | 10 |
SUNTRUST BANKS INC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q1 2019 | 10 |
MUFG Americas Holdings Corp | 7 | 3 | 0.00% | 0.00% | 0.00% | Q4 2010 | Q3 2022 | 10 |
PRIVATE CAPITAL MANAGEMENT LLC | 10 | 10 | 0.06% | 0.21% | 0.38% | Q1 2020 | Q2 2022 | 10 |
Kistler-Tiffany Companies, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2018 | 10 |
CFS Investment Advisory Services, LLC | 9 | 1 | 0.03% | 0.05% | 0.11% | Q4 2020 | Q3 2023 | 10 |
Rappaport Reiches Capital Management, LLC | 10 | 10 | 1.34% | 2.57% | 4.57% | Q2 2021 | Q3 2023 | 10 |
HC FINANCIAL ADVISORS INC | 10 | 10 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q2 2022 | 10 |
Claraphi Advisory Network, LLC | 10 | 10 | 0.11% | 0.27% | 0.38% | Q4 2017 | Q1 2020 | 10 |
Omnia Family Wealth, LLC | 10 | 10 | 0.02% | 0.02% | 0.04% | Q4 2016 | Q1 2019 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
PFG Advisors | 6 | 4 | 0.02% | 0.07% | 0.21% | Q2 2018 | Q1 2022 | 10 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 10 | 10 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q2 2023 | 10 |
First Horizon Advisors, Inc. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 10 |
Huber Financial Advisors, LLC | 10 | 10 | 0.37% | 1.12% | 1.72% | Q4 2017 | Q1 2020 | 10 |
Orion Portfolio Solutions, LLC | 8 | 2 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 10 |
Sound Income Strategies, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 10 |
Regent Peak Wealth Advisors LLC | 5 | 1 | 0.07% | 0.11% | 0.20% | Q4 2019 | Q3 2023 | 9 |
Portfolio Solutions, LLC | 9 | 9 | 0.01% | 0.05% | 0.07% | Q1 2016 | Q1 2018 | 9 |
Centric Wealth Management | 6 | 3 | 0.09% | 0.25% | 0.64% | Q4 2018 | Q1 2022 | 9 |
Virtu KCG Holdings LLC | 3 | 1 | 0.01% | 0.02% | 0.07% | Q3 2013 | Q2 2017 | 9 |
UBS ASSET MANAGEMENT AMERICAS INC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2019 | 9 |
361 CAPITAL LLC | 9 | 9 | 0.08% | 0.11% | 0.17% | Q2 2018 | Q2 2020 | 9 |
Certified Advisory Corp | 9 | 9 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q4 2019 | 9 |
FLAGSTAR ADVISORS INC | 9 | 9 | 0.11% | 0.17% | 0.23% | Q3 2021 | Q3 2023 | 9 |
Blue Chip Partners, LLC | 9 | 9 | 0.05% | 0.07% | 0.09% | Q4 2014 | Q4 2016 | 9 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 9 | 9 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2022 | 9 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 8 | 1 | 0.05% | 0.08% | 0.11% | Q4 2019 | Q1 2022 | 9 |
ASSETMARK, INC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2022 | 9 |
Professional Financial Advisors, LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2022 | 9 |
Virtu Financial LLC | 3 | 1 | 0.01% | 0.03% | 0.05% | Q2 2018 | Q2 2023 | 9 |
Brinker Capital Investments, LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2019 | 9 |
OLD NATIONAL BANCORP /IN/ | 9 | 9 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q4 2016 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q2 2015 | 9 |
Ten Capital Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2023 | 8 |
CPWM, LLC | 8 | 8 | 0.04% | 0.07% | 0.12% | Q1 2018 | Q4 2019 | 8 |
Aquire Wealth Advisors, LLC | 8 | 8 | 0.26% | 0.37% | 0.50% | Q4 2021 | Q3 2023 | 8 |
Squar Milner Financial Services LLC | 7 | 1 | 0.16% | 0.26% | 0.36% | Q4 2017 | Q4 2019 | 8 |
Efficient Market Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2015 | 8 |
FARMERS & MERCHANTS INVESTMENTS INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2015 | 8 |
CENTAURUS FINANCIAL, INC. | 7 | 1 | 0.02% | 0.12% | 0.21% | Q4 2017 | Q4 2019 | 8 |
Ranch Capital Advisors Inc. | 8 | 8 | 0.04% | 0.04% | 0.05% | Q4 2019 | Q3 2021 | 8 |
CBIZ Investment Advisory Services, LLC | 8 | 8 | 0.01% | 0.03% | 0.09% | Q4 2019 | Q3 2021 | 8 |
PANAGORA ASSET MANAGEMENT INC | 5 | 1 | 0.01% | 0.02% | 0.05% | Q3 2013 | Q4 2016 | 8 |
CWH Capital Management, Inc. | 8 | 8 | 0.47% | 1.40% | 1.85% | Q1 2015 | Q4 2016 | 8 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2017 | 8 |
McKinley Carter Wealth Services, Inc. | 6 | 2 | 0.80% | 3.43% | 4.77% | Q2 2014 | Q4 2018 | 8 |
AT Bancorp | 8 | 8 | 0.72% | 1.75% | 2.43% | Q1 2016 | Q4 2017 | 8 |
Quent Capital, LLC | 8 | 8 | 1.50% | 1.88% | 2.00% | Q4 2021 | Q3 2023 | 8 |
FIRST COMMUNITY TRUST NA | 8 | 8 | 0.05% | 0.06% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Brooklyn FI, LLC | 8 | 8 | 1.08% | 1.57% | 2.20% | Q4 2021 | Q3 2023 | 8 |
PRIVATE TRUST CO NA | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q1 2023 | 8 |
Alhambra Investment Management LLC | 8 | 8 | 0.17% | 0.68% | 2.14% | Q1 2021 | Q4 2022 | 8 |
DHK Financial Advisors, Inc. | 8 | 8 | 1.33% | 1.80% | 2.39% | Q4 2021 | Q3 2023 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.12% | 0.13% | 0.15% | Q2 2013 | Q1 2015 | 8 |
INVESTMENT CENTERS OF AMERICA INC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q3 2015 | Q2 2017 | 8 |
BALASA DINVERNO & FOLTZ LLC | 5 | 1 | 0.02% | 0.03% | 0.06% | Q3 2015 | Q2 2022 | 8 |
Qube Research & Technologies Ltd | 4 | 1 | 0.00% | 0.01% | 0.09% | Q1 2021 | Q3 2023 | 8 |
Joseph Group Capital Management | 8 | 8 | 0.04% | 1.29% | 2.62% | Q4 2021 | Q3 2023 | 8 |
Financial Architects, Inc | 6 | 2 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q2 2017 | 8 |
WEBSTER BANK, N. A. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
J.W. COLE ADVISORS, INC. | 7 | 1 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q2 2023 | 8 |
Avior Wealth Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2015 | 8 |
Almanack Investment Partners, LLC. | 4 | 4 | 0.03% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 8 |
Lenox Wealth Management, Inc. | 8 | 8 | 0.08% | 0.12% | 0.16% | Q4 2015 | Q3 2017 | 8 |
Intellectus Partners, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2018 | 7 |
Montecito Bank & Trust | 7 | 7 | 0.13% | 0.34% | 1.03% | Q2 2016 | Q4 2017 | 7 |
FormulaFolio Investments, LLC | 7 | 7 | 0.04% | 0.32% | 0.50% | Q3 2018 | Q1 2020 | 7 |
Ledyard National Bank | 7 | 7 | 0.00% | 0.02% | 0.07% | Q1 2014 | Q3 2015 | 7 |
Argentus Capital Management, LLC | 5 | 2 | 0.00% | 0.08% | 0.18% | Q2 2014 | Q3 2016 | 7 |
Roble, Belko & Company, Inc | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2020 | 7 |
Realta Investment Advisors | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 7 |
Baystate Wealth Management LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2019 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q4 2022 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.10% | 0.11% | 0.12% | Q4 2016 | Q2 2018 | 7 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.02% | 0.04% | 0.14% | Q4 2013 | Q3 2023 | 7 |
Parisi Gray Wealth Management | 6 | 1 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q2 2021 | 7 |
Valeo Financial Advisors, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q4 2019 | 7 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2022 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 7 | 7 | 1.62% | 2.21% | 2.63% | Q4 2015 | Q2 2017 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q2 2022 | 7 |
Jackson Creek Investment Advisors LLC | 7 | 7 | 0.10% | 0.22% | 0.26% | Q3 2020 | Q1 2022 | 7 |
MONETA GROUP INVESTMENT ADVISORS LLC | 7 | 7 | 0.03% | 0.05% | 0.07% | Q2 2018 | Q4 2019 | 7 |
WESBANCO BANK INC | 4 | 1 | 0.01% | 0.04% | 0.14% | Q3 2014 | Q2 2019 | 7 |
WHITENER CAPITAL MANAGEMENT, INC. | 5 | 2 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q3 2019 | 7 |
AlphaMark Advisors, LLC | 7 | 7 | 0.38% | 0.41% | 0.44% | Q2 2013 | Q4 2014 | 7 |
Maxim Capital Management LLC | 7 | 7 | 2.66% | 3.48% | 3.90% | Q4 2018 | Q2 2020 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.13% | 0.23% | 0.45% | Q2 2013 | Q4 2014 | 7 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.47% | 1.40% | Q1 2015 | Q2 2023 | 7 |
SEAVIEW INVESTMENT MANAGERS LLC | 7 | 7 | 0.07% | 0.20% | 0.37% | Q4 2021 | Q2 2023 | 7 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q4 2020 | 7 |
Main Street Financial Solutions, LLC | 7 | 7 | 0.03% | 0.10% | 0.16% | Q4 2020 | Q2 2022 | 7 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2021 | 7 |
Carmichael Hill & Associates, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2021 | 7 |
ROPES WEALTH ADVISORS LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2017 | 7 |
Avantax Planning Partners, Inc. | 6 | 1 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q3 2018 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
FIRST MANHATTAN CO. LLC. | 4 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 7 |
Tower Research Capital LLC (TRC) | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 7 |
Atria Investments, Inc | 6 | 6 | 0.03% | 0.04% | 0.06% | Q4 2016 | Q1 2018 | 6 |
Integrity Financial Corp /WA | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
SEI INVESTMENTS CO | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2018 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Nan Shan Life Insurance Co., Ltd. | 6 | 6 | 0.04% | 0.04% | 0.05% | Q3 2017 | Q4 2018 | 6 |
Gerstein Fisher | 3 | 3 | 0.04% | 0.07% | 0.08% | Q1 2015 | Q3 2016 | 6 |
Capital Directions Investment Advisors, LLC | 5 | 1 | 0.01% | 0.06% | 0.07% | Q4 2017 | Q4 2019 | 6 |
Private Advisory Group LLC | 4 | 2 | 0.16% | 0.36% | 0.59% | Q1 2017 | Q1 2019 | 6 |
WESCAP Management Group, Inc. | 6 | 6 | 0.13% | 0.29% | 0.36% | Q2 2017 | Q3 2018 | 6 |
CARDIFF PARK ADVISORS, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Heritage Trust Co | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2018 | 6 |
Verus Financial Partners, Inc. | 5 | 1 | 0.14% | 1.03% | 1.72% | Q2 2013 | Q3 2020 | 6 |
SHAKESPEARE WEALTH MANAGEMENT, INC. | 5 | 1 | 0.14% | 0.61% | 0.76% | Q4 2018 | Q2 2020 | 6 |
B. Riley Wealth Management, Inc. | 6 | 6 | 0.02% | 0.03% | 0.03% | Q1 2014 | Q2 2015 | 6 |
IHT Wealth Management, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q1 2018 | 6 |
FSM Wealth Advisors, LLC | 6 | 6 | 1.17% | 1.53% | 2.06% | Q2 2022 | Q3 2023 | 6 |
Tactical Allocation Group LLC | 6 | 6 | 3.06% | 3.69% | 4.34% | Q1 2015 | Q2 2016 | 6 |
KMS FINANCIAL SERVICES, INC | 6 | 6 | 0.05% | 0.09% | 0.13% | Q2 2013 | Q3 2014 | 6 |
FAS Wealth Partners, Inc. | 6 | 6 | 0.02% | 0.06% | 0.10% | Q2 2022 | Q3 2023 | 6 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2016 | 6 |
UBS AG | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2021 | 6 |
Counsel Portfolio Services Inc. | 3 | 1 | 0.11% | 0.46% | 0.95% | Q3 2013 | Q2 2016 | 6 |
HOWE & RUSLING INC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2022 | 6 |
Oakwell Private Wealth Management, LLC | 3 | 3 | 0.16% | 0.39% | 0.56% | Q4 2020 | Q1 2023 | 6 |
Bedel Financial Consulting, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 6 |
MAI Capital Management | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q4 2021 | 6 |
GIRARD SECURITIES, INC. | 6 | 6 | 0.19% | 0.25% | 0.30% | Q4 2015 | Q1 2017 | 6 |
FIRST MERCHANTS CORP | 6 | 6 | 0.05% | 0.10% | 0.16% | Q3 2017 | Q4 2018 | 6 |
GREAT VALLEY ADVISOR GROUP, INC. | 6 | 6 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Rehmann Capital Advisory Group | 6 | 6 | 0.03% | 0.04% | 0.08% | Q1 2018 | Q2 2019 | 6 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Ameritas Investment Company, LLC | 3 | 2 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q1 2020 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.02% | 0.04% | 0.09% | Q4 2021 | Q4 2022 | 5 |
Omega Financial Group, LLC | 5 | 5 | 1.73% | 1.81% | 1.97% | Q4 2018 | Q4 2019 | 5 |
GYL FINANCIAL SYNERGIES, LLC | 5 | 5 | 0.04% | 0.07% | 0.11% | Q3 2022 | Q3 2023 | 5 |
Private Vista, LLC | 4 | 1 | 0.07% | 0.19% | 0.28% | Q3 2017 | Q4 2018 | 5 |
MYCIO WEALTH PARTNERS, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2016 | 5 |
Institute for Wealth Management, LLC. | 3 | 2 | 0.15% | 0.17% | 0.20% | Q2 2017 | Q3 2018 | 5 |
Freestone Capital Holdings, LLC | 5 | 5 | 0.02% | 0.04% | 0.04% | Q3 2015 | Q3 2016 | 5 |
Joel Isaacson & Co., LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2016 | 5 |
Morton Brown Family Wealth, LLC | 5 | 5 | 0.00% | 0.13% | 0.24% | Q2 2022 | Q2 2023 | 5 |
Allianz Asset Management GmbH | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2016 | 5 |
Formidable Asset Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q4 2015 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q4 2022 | 5 |
Bank of Kentucky, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2014 | 5 |
QUANTUM CAPITAL MANAGEMENT | 5 | 5 | 0.04% | 0.05% | 0.09% | Q3 2019 | Q3 2020 | 5 |
AFFINITY WEALTH MANAGEMENT LLC | 5 | 5 | 0.11% | 0.13% | 0.18% | Q4 2018 | Q4 2019 | 5 |
Long Wharf Investors, Inc. | 5 | 5 | 1.64% | 2.72% | 3.77% | Q2 2013 | Q2 2014 | 5 |
Continuum Advisory, LLC | 5 | 5 | 0.15% | 0.17% | 0.21% | Q4 2018 | Q4 2019 | 5 |
EverSource Wealth Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Placemark Investments, Inc. | 3 | 2 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q4 2014 | 5 |
TRUIST FINANCIAL CORP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
Strategic Capital Group LLC | 5 | 5 | 0.20% | 0.55% | 1.18% | Q2 2013 | Q2 2014 | 5 |
PEAPACK GLADSTONE FINANCIAL CORP | 5 | 5 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q1 2022 | 5 |
Foster Victor Wealth Advisors, LLC | 3 | 2 | 0.17% | 0.61% | 0.95% | Q2 2019 | Q4 2021 | 5 |
WHITTIER TRUST CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
Princeton Global Asset Management LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 5 |
Lake Point Wealth Management | 5 | 5 | 0.00% | 0.02% | 0.06% | Q2 2021 | Q2 2022 | 5 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.01% | 0.23% | 0.48% | Q1 2017 | Q2 2023 | 5 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 5 |
Meridian Wealth Management, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q2 2023 | 5 |
Stonehearth Capital Management, LLC | 5 | 5 | 0.92% | 0.96% | 1.07% | Q4 2014 | Q4 2015 | 5 |
Integrated Wealth Concepts LLC | 3 | 2 | 0.01% | 0.02% | 0.05% | Q1 2019 | Q3 2023 | 5 |
Hayden Royal, LLC | 2 | 1 | 0.30% | 0.34% | 0.39% | Q4 2019 | Q2 2021 | 5 |
NORTHWEST WEALTH MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 5 |
1834 INVESTMENT ADVISORS CO | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 5 |
BALDWIN BROTHERS LLC/MA | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2017 | 5 |
Beacon Pointe Wealth Advisors, LLC | 5 | 5 | 0.08% | 0.10% | 0.14% | Q4 2018 | Q4 2019 | 5 |
Integrated Wealth Management | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2016 | 5 |
Baker Avenue Asset Management, LP | 5 | 5 | 0.01% | 0.03% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Allworth Financial LP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 5 |
CITY HOLDING CO | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2015 | 5 |
Equitable Holdings, Inc. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2023 | 4 |
D.A. DAVIDSON & CO. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2017 | 4 |
Klingman & Associates, LLC | 4 | 4 | 0.07% | 0.07% | 0.08% | Q1 2019 | Q4 2019 | 4 |
Signature Wealth Management Group | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
Selective Wealth Management, Inc. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2022 | 4 |
COMERICA BANK | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
NATIONAL BANK OF CANADA /FI/ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
PATHSTONE FAMILY OFFICE, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2016 | 4 |
LINCOLN NATIONAL CORP | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2017 | 4 |
Krilogy Financial LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2018 | 4 |
Moss Adams Wealth Advisors LLC | 4 | 4 | 0.15% | 0.43% | 0.92% | Q4 2022 | Q3 2023 | 4 |
Total Wealth Planning, LLC | 4 | 4 | 0.32% | 0.37% | 0.40% | Q4 2022 | Q3 2023 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q1 2020 | 4 |
Avidian Wealth Solutions, LLC | 4 | 4 | 0.39% | 0.44% | 0.48% | Q4 2022 | Q3 2023 | 4 |
AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 4 | 4 | 0.12% | 0.15% | 0.17% | Q1 2017 | Q4 2017 | 4 |
Paulson Wealth Management Inc. | 4 | 4 | 0.38% | 0.41% | 0.44% | Q4 2017 | Q3 2018 | 4 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2022 | 4 |
Chicago Partners Investment Group LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q4 2021 | 4 |
Bison Wealth, LLC | 2 | 1 | 0.01% | 0.08% | 0.28% | Q1 2020 | Q1 2022 | 4 |
PALLADIEM, LLC | 4 | 4 | 2.17% | 3.00% | 3.34% | Q4 2014 | Q3 2015 | 4 |
Stanford Investment Group, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q4 2016 | 4 |
Mercer Investments LLC | 2 | 2 | 0.23% | 0.64% | 1.12% | Q1 2015 | Q1 2016 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.02% | 0.04% | 0.07% | Q4 2022 | Q3 2023 | 4 |
PICTET ASSET MANAGEMENT SA | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
BDO Wealth Advisors, LLC | 3 | 1 | 0.00% | 0.09% | 0.27% | Q4 2018 | Q4 2021 | 4 |
Sound Stewardship, LLC | 4 | 4 | 0.34% | 0.38% | 0.45% | Q4 2022 | Q3 2023 | 4 |
Arkadios Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Truvestments Capital LLC | 3 | 1 | 0.01% | 0.02% | 0.05% | Q3 2018 | Q3 2019 | 4 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2017 | 4 |
Edmonds Duncan Registered Investment Advisors, LLC | 4 | 4 | 0.10% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Allegis Investment Advisors, LLC | 4 | 4 | 0.12% | 0.15% | 0.17% | Q4 2015 | Q3 2016 | 4 |
Vista Private Wealth Partners. LLC | 3 | 1 | 0.02% | 0.20% | 0.31% | Q3 2017 | Q3 2019 | 4 |
HL FINANCIAL SERVICES LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q1 2018 | 4 |
ETRADE Capital Management LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q1 2014 | 4 |
Lenox Wealth Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 4 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 4 |
Quad-Cities Investment Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
PAX Financial Group, LLC | 4 | 4 | 0.22% | 0.32% | 0.53% | Q4 2019 | Q3 2020 | 4 |
Strategic Capital Alternatives LLC | 3 | 1 | 0.00% | 0.08% | 0.31% | Q3 2014 | Q3 2015 | 4 |
Bernardo Wealth Planning LLC | 4 | 4 | 0.13% | 0.16% | 0.17% | Q1 2019 | Q4 2019 | 4 |
Tilson Financial Group, Inc. | 4 | 4 | 0.32% | 0.61% | 0.91% | Q4 2022 | Q3 2023 | 4 |
Snowden Capital Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 4 |
Mascoma Wealth Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Wagner Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
US FINANCIAL ADVISORS, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q2 2015 | 3 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Berman Capital Advisors, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2020 | Q3 2020 | 3 |
OPTIMUM INVESTMENT ADVISORS | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2015 | 3 |
ASPIRIANT, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 3 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q4 2021 | 3 |
Flagship Private Wealth, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2015 | 3 |
SIMON QUICK ADVISORS, LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2017 | Q3 2017 | 3 |
Financial Advocates Investment Management | 3 | 3 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q2 2018 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 3 |
Opes Advisors Inc | 3 | 3 | 0.37% | 0.39% | 0.42% | Q4 2016 | Q2 2017 | 3 |
EP Wealth Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q2 2020 | 3 |
CANADA PENSION PLAN INVESTMENT BOARD | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2019 | Q2 2020 | 3 |
Ironwood Financial, llc | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q3 2015 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 0.09% | 0.12% | 0.19% | Q1 2023 | Q3 2023 | 3 |
Beaird Harris Wealth Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Janney Montgomery Scott LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q4 2022 | 3 |
Canton Hathaway, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 3 |
WP Advisors, LLC | 2 | 1 | 0.04% | 0.04% | 0.05% | Q2 2018 | Q1 2019 | 3 |
AdvicePeriod, LLC | 3 | 3 | 0.04% | 0.06% | 0.06% | Q1 2018 | Q3 2018 | 3 |
Kohmann Bosshard Financial Services, LLC | 3 | 3 | 0.04% | 0.05% | 0.08% | Q2 2019 | Q4 2019 | 3 |
BIP Wealth, LLC | 3 | 3 | 0.21% | 0.36% | 0.58% | Q1 2023 | Q3 2023 | 3 |
CLIENT 1ST ADVISORY GROUP, LLC | 3 | 3 | 0.18% | 0.45% | 0.80% | Q4 2019 | Q2 2020 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2014 | Q2 2015 | 3 |
Balentine LLC | 1 | 1 | 0.00% | 0.02% | 0.06% | Q1 2015 | Q4 2022 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
O'Brien Wealth Partners LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Greenwich Wealth Management LLC | 3 | 3 | 0.04% | 0.12% | 0.26% | Q1 2016 | Q3 2016 | 3 |
Nadler Financial Group, Inc. | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q2 2021 | 3 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
JOYN Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2018 | 3 |
SignalPoint Asset Management, LLC | 3 | 3 | 0.60% | 0.83% | 1.03% | Q2 2013 | Q4 2013 | 3 |
FOSTER DYKEMA CABOT & CO INC/MA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Gainplan LLC | 3 | 3 | 0.33% | 0.42% | 0.56% | Q2 2019 | Q4 2019 | 3 |
Great Waters Wealth Management | 3 | 3 | 1.10% | 1.20% | 1.31% | Q4 2022 | Q2 2023 | 3 |
THRIVENT FINANCIAL FOR LUTHERANS | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2021 | 3 |
Carnegie Capital Asset Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q4 2019 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Ellis Investment Partners, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q4 2019 | 3 |
DOHJ, LLC | 3 | 3 | 0.14% | 0.17% | 0.21% | Q2 2021 | Q4 2021 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 3 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q1 2018 | 3 |
WASHINGTON TRUST BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2015 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q4 2017 | Q2 2018 | 3 |
Horan Capital Advisors, LLC. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2019 | 3 |
Sigma Planning Corp | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2014 | Q2 2015 | 3 |
WIPFLI FINANCIAL ADVISORS LLC, | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2022 | Q3 2022 | 3 |
GW&K Investment Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Chevy Chase Trust Holdings, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 3 |
SigFig Wealth Management, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2018 | Q2 2019 | 3 |
Rossmore Private Capital | 3 | 3 | 0.17% | 0.23% | 0.27% | Q4 2017 | Q2 2018 | 3 |
REGATTA CAPITAL GROUP, LLC | 2 | 2 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q1 2022 | 2 |
WOLVERINE ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2022 | 2 |
ERTS Wealth Advisors, LLC | 2 | 2 | 0.07% | 0.11% | 0.15% | Q4 2018 | Q1 2019 | 2 |
Solstein Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Holistic Financial Partners | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q1 2018 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
Ken Stern & Associates, Inc. | 2 | 2 | 0.10% | 0.12% | 0.13% | Q2 2018 | Q3 2018 | 2 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2021 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2020 | 2 |
Rooted Wealth Advisors, Inc. | 2 | 2 | 0.58% | 0.61% | 0.64% | Q4 2022 | Q1 2023 | 2 |
OLD SECOND NATIONAL BANK OF AURORA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Verger Capital Management LLC | 2 | 2 | 0.80% | 0.98% | 1.16% | Q2 2015 | Q3 2015 | 2 |
WILMINGTON TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 2 |
Walkner Condon Financial Advisors LLC | 1 | 1 | 0.06% | 0.17% | 0.28% | Q4 2019 | Q2 2023 | 2 |
FIFTH THIRD SECURITIES, INC. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q4 2021 | 2 |
Belvedere Advisors LLC | 2 | 2 | 0.15% | 0.67% | 1.19% | Q1 2019 | Q2 2019 | 2 |
Psagot Value Holdings Ltd. / (Israel) | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
FIRST NATIONAL CORP /MA/ /ADV | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q1 2019 | 2 |
Semmax Financial Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2021 | 2 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
PRINCIPAL FINANCIAL GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
FRANKLIN RESOURCES INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
J.P. Morgan Private Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2022 | 2 |
Trilogy Capital Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
KEYBANK NATIONAL ASSOCIATION/OH | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2023 | 2 |
Beacon Financial Advisory LLC | 2 | 2 | 0.12% | 0.14% | 0.15% | Q4 2021 | Q1 2022 | 2 |
FIL Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Wilmington Trust, National Association | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2014 | Q2 2014 | 2 |
IBERIABANK CORP | 2 | 2 | 0.07% | 0.07% | 0.08% | Q3 2017 | Q4 2017 | 2 |
ICA Group Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Global Wealth Management Investment Advisory, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Occidental Asset Management, LLC | 2 | 2 | 0.44% | 0.45% | 0.47% | Q3 2017 | Q4 2017 | 2 |
Itau USA Asset Management Inc. | 1 | 1 | 1.02% | 1.06% | 1.10% | Q1 2014 | Q3 2015 | 2 |
TORONTO DOMINION BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2022 | 2 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2015 | 2 |
VOYA INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
S.A. Mason LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
Waverly Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 |
Silicon Valley Capital Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Brookstone Capital Management | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2015 | 2 |
Stevens First Principles Investment Advisors | 2 | 2 | 3.08% | 3.18% | 3.28% | Q2 2016 | Q3 2016 | 2 |
Advisors Preferred, LLC | 1 | 1 | 0.04% | 0.25% | 0.45% | Q2 2014 | Q4 2021 | 2 |
V Wealth Advisors LLC | 2 | 2 | 0.22% | 0.23% | 0.24% | Q1 2017 | Q2 2017 | 2 |
Aspire Private Capital, LLC | 2 | 2 | 0.01% | 0.02% | 0.04% | Q2 2023 | Q3 2023 | 2 |
LAKE STREET ADVISORS GROUP, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q1 2018 | 2 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q4 2014 | 2 |
Financial Gravity Asset Management, Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2017 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
OptiFour Integrated Wealth Management, LLC | 2 | 2 | 3.24% | 3.24% | 3.24% | Q4 2017 | Q1 2018 | 2 |
Sovereign Financial Group, Inc. | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q1 2022 | 2 |
Endowment Wealth Management, Inc. | 2 | 2 | 0.19% | 0.20% | 0.20% | Q1 2023 | Q2 2023 | 2 |
Capital Asset Advisory Services LLC | 2 | 2 | 0.26% | 0.27% | 0.28% | Q4 2016 | Q1 2017 | 2 |
Curi Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
SJS Investment Consulting Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
VisionPoint Advisory Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Y.D. More Investments Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 2 |
Flagstone Financial Management | 2 | 2 | 0.30% | 0.31% | 0.31% | Q4 2022 | Q1 2023 | 2 |
Summit Trail Advisors, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q3 2018 | Q4 2018 | 2 |
BEAM WEALTH ADVISORS, INC. | 2 | 2 | 0.25% | 0.28% | 0.32% | Q4 2019 | Q1 2020 | 2 |
SMITH SHELLNUT WILSON LLC /ADV | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q2 2019 | 2 |
STEPH & CO | 2 | 2 | 1.00% | 1.27% | 1.53% | Q4 2019 | Q1 2020 | 2 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.03% | 0.09% | 0.15% | Q1 2015 | Q4 2018 | 2 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
OneDigital Investment Advisors LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 2 |
Keystone Financial Group | 1 | 1 | 0.82% | 0.82% | 0.82% | Q4 2017 | Q4 2017 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
WESPAC Advisors SoCal, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Mattern Wealth Management LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2019 | Q4 2019 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Beck Bode, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
ATTICUS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Graypoint LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Prostatis Group LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q4 2019 | Q4 2019 | 1 |
RE Dickinson Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Austin Private Wealth, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2019 | Q4 2019 | 1 |
AHL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
TIAA Kaspick, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2020 | Q2 2020 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Risk Paradigm Group, LLC | 1 | 1 | 1.68% | 1.68% | 1.68% | Q3 2016 | Q3 2016 | 1 |
Blue Sky Asset Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
EPG Wealth Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
WARNER FINANCIAL, INC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
Windsor Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q3 2015 | 1 |
Partnervest Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Surevest, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
THOMPSON SIEGEL & WALMSLEY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Richwood Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2017 | Q3 2017 | 1 |
PBMares Wealth Management LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2019 | Q4 2019 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Monterey Private Wealth, Inc. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2019 | Q4 2019 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Gemmer Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Next Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Trexquant Investment LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
DecisionPoint Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
REGIONS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Ruggie Capital Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Meridian Wealth Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q4 2018 | 1 |
HM PAYSON & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Verition Fund Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
CONNABLE OFFICE INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2018 | Q4 2018 | 1 |
Seaside Wealth Management, Inc. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2022 | Q2 2022 | 1 |
Pinnacle Bancorp, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
TFC Financial Management, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
Burt Wealth Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
Raub Brock Capital Management LP | 1 | 1 | 2.28% | 2.28% | 2.28% | Q2 2013 | Q2 2013 | 1 |
Tradition Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
LEVEL FOUR ADVISORY SERVICES, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q4 2016 | 1 |
Parkside Financial Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Community Bank, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
JANICZEK WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
FIDUCIENT ADVISORS LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2020 | Q4 2020 | 1 |
Spire Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Freedom Investment Management, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
Capital Advisory Group Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
TFG Advisers LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Daiwa SB Investments Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Wedmont Private Capital | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Horan Securities, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CITIZENS FINANCIAL GROUP INC/RI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Kathmere Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
IronBridge Private Wealth, LLC | 1 | 1 | 3.14% | 3.14% | 3.14% | Q4 2021 | Q4 2021 | 1 |
Main Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
RMR Wealth Builders | 1 | 1 | 0.99% | 0.99% | 0.99% | Q3 2020 | Q3 2020 | 1 |
LBA Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
Sensible Financial Planning & Management, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
VSR Financial Services, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q4 2013 | 1 |
Lighthouse Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
FIRST NATIONAL TRUST CO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
WealthTrust Fairport, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
IFG Advisory, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
IMA Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
VESTOR CAPITAL, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Overbrook Management Corp | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2015 | Q1 2015 | 1 |
BRADLEY FOSTER & SARGENT INC/CT | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Highland Private Wealth Management | 1 | 1 | 2.92% | 2.92% | 2.92% | Q4 2015 | Q4 2015 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Essex Savings Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Laird Norton Wetherby Trust Company, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Alliance Wealth Management Group | 1 | 1 | 0.56% | 0.56% | 0.56% | Q4 2015 | Q4 2015 | 1 |
KANALY TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Founders Capital Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
TRADITION CAPITAL MANAGEMENT LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2016 | Q1 2016 | 1 |
Bremer Bank National Association | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
CVA Family Office, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Center for Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
LANDAAS & CO /WI /ADV | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2017 | Q3 2017 | 1 |
Cullen Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Trutina Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Econ Financial Services Corp | 1 | 1 | 0.89% | 0.89% | 0.89% | Q4 2018 | Q4 2018 | 1 |
TOWNSQUARE CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
MEITAV INVESTMENT HOUSE LTD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Transparent Wealth Partners LLC | 1 | 1 | 1.68% | 1.68% | 1.68% | Q1 2022 | Q1 2022 | 1 |
Bellwether Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CX Institutional | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
LAKE STREET PRIVATE WEALTH, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2019 | Q4 2019 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Cribstone Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
Stratford Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
GeoWealth Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2019 | Q3 2019 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Keebeck Wealth Management, LLC | 1 | 1 | 1.36% | 1.36% | 1.36% | Q4 2019 | Q4 2019 | 1 |
Avestar Capital, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2017 | Q4 2017 | 1 |
Whitnell & Co. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2020 | Q4 2020 | 1 |
1832 Asset Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Gordian Capital Singapore Pte Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Chessman Wealth Strategies RIA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Financial Management Professionals, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 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.