Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 17 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 55 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Coastline Trust Co | 42 | 42 | 0.10% | 0.32% | 0.84% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.01% | 0.05% | 0.22% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
ASSETMARK, INC | 41 | 41 | 0.05% | 0.17% | 0.32% | Q3 2013 | Q3 2023 | 41 |
MONETA GROUP INVESTMENT ADVISORS LLC | 24 | 17 | 0.01% | 1.16% | 11.29% | Q3 2012 | Q3 2023 | 41 |
Harbour Capital Advisors, LLC | 31 | 10 | 0.06% | 0.31% | 0.81% | Q1 2013 | Q2 2023 | 41 |
MUFG Americas Holdings Corp | 41 | 41 | 0.00% | 0.12% | 0.40% | Q3 2012 | Q3 2022 | 41 |
Raymond James Financial Services Advisors, Inc. | 27 | 14 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 41 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 41 | 41 | 0.07% | 0.27% | 0.56% | Q3 2013 | Q3 2023 | 41 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 41 | 41 | 0.24% | 0.48% | 0.95% | Q3 2013 | Q3 2023 | 41 |
US BANCORP \DE\ | 38 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 40 |
JPMORGAN CHASE & CO | 27 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 40 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 40 | 40 | 0.00% | 0.05% | 0.12% | Q4 2013 | Q3 2023 | 40 |
Private Advisor Group, LLC | 40 | 40 | 0.00% | 0.04% | 0.21% | Q4 2013 | Q3 2023 | 40 |
Janney Montgomery Scott LLC | 29 | 11 | 0.01% | 0.03% | 0.13% | Q3 2013 | Q3 2023 | 40 |
HighTower Advisors, LLC | 40 | 40 | 0.00% | 0.02% | 0.12% | Q4 2013 | Q3 2023 | 40 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2023 | 39 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 39 |
GOLDMAN SACHS GROUP INC | 34 | 4 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q3 2021 | 38 |
Cetera Advisor Networks LLC | 21 | 1 | 0.00% | 0.03% | 0.07% | Q3 2013 | Q3 2023 | 36 |
BANK OF MONTREAL /CAN/ | 19 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 36 |
MARATHON CAPITAL MANAGEMENT | 35 | 35 | 0.10% | 0.25% | 0.52% | Q2 2013 | Q4 2021 | 35 |
D.A. DAVIDSON & CO. | 35 | 35 | 0.00% | 0.03% | 0.08% | Q1 2015 | Q3 2023 | 35 |
Creative Planning | 30 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2023 | 35 |
Telos Capital Management, Inc. | 35 | 35 | 0.16% | 0.28% | 0.54% | Q2 2013 | Q4 2021 | 35 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 34 |
Ameritas Investment Partners, Inc. | 31 | 3 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2023 | 34 |
FDx Advisors, Inc. | 31 | 1 | 0.01% | 0.04% | 0.10% | Q2 2015 | Q3 2023 | 32 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 32 | 32 | 0.00% | 0.07% | 0.30% | Q4 2015 | Q3 2023 | 32 |
Asset Dedication, LLC | 31 | 31 | 0.00% | 0.03% | 0.11% | Q1 2016 | Q3 2023 | 31 |
HBK Sorce Advisory LLC | 30 | 1 | 0.02% | 0.05% | 0.09% | Q3 2013 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 31 |
Cetera Investment Advisers | 30 | 30 | 0.01% | 0.08% | 0.19% | Q2 2016 | Q3 2023 | 30 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.01% | 0.42% | 1.21% | Q2 2013 | Q3 2020 | 30 |
JANE STREET GROUP, LLC | 11 | 1 | 0.00% | 0.01% | 0.06% | Q1 2014 | Q3 2023 | 30 |
FIFTH THIRD BANCORP | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2020 | 30 |
Gradient Investments LLC | 28 | 1 | 0.00% | 0.14% | 0.37% | Q1 2015 | Q3 2023 | 29 |
J.P. Morgan Private Wealth Advisors LLC | 21 | 2 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 29 |
FAS Wealth Partners, Inc. | 29 | 29 | 0.00% | 0.18% | 0.46% | Q3 2016 | Q3 2023 | 29 |
STRATEGY ASSET MANAGERS LLC | 28 | 28 | 0.10% | 0.20% | 0.38% | Q4 2013 | Q3 2020 | 28 |
Rehmann Capital Advisory Group | 15 | 2 | 0.02% | 0.04% | 0.05% | Q1 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.02% | 0.14% | Q4 2016 | Q3 2023 | 28 |
RAYMOND JAMES TRUST N.A. | 21 | 3 | 0.01% | 0.12% | 0.76% | Q2 2013 | Q1 2022 | 28 |
Winslow, Evans & Crocker, Inc. | 27 | 1 | 0.00% | 0.03% | 0.13% | Q4 2013 | Q4 2020 | 28 |
Community Bank, N.A. | 27 | 27 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q2 2021 | 27 |
Conservest Capital Advisors, Inc. | 27 | 27 | 0.04% | 0.07% | 0.13% | Q1 2017 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 27 |
PEOPLES FINANCIAL SERVICES CORP. | 27 | 27 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 27 |
HOWE & RUSLING INC | 27 | 27 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q4 2019 | 27 |
Highlander Capital Management, LLC | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 27 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.01% | 0.03% | 0.11% | Q2 2017 | Q3 2023 | 26 |
Millburn Ridgefield Corp | 26 | 26 | 0.00% | 0.02% | 0.10% | Q4 2016 | Q1 2023 | 26 |
Global Retirement Partners, LLC | 19 | 7 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 26 |
Steward Partners Investment Advisory, LLC | 18 | 8 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2023 | 26 |
PINNACLE ASSOCIATES LTD | 25 | 25 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q1 2023 | 25 |
Citadel Advisors | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 25 |
KAYS FINANCIAL ADVISORY CORP /ADV | 25 | 25 | 0.04% | 0.32% | 0.93% | Q4 2013 | Q4 2019 | 25 |
Front Row Advisors LLC | 24 | 24 | 0.01% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 24 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 19 | 5 | 0.07% | 0.24% | 0.84% | Q2 2013 | Q1 2020 | 24 |
Hudock, Inc. | 23 | 23 | 0.00% | 0.03% | 0.08% | Q1 2017 | Q3 2022 | 23 |
Mount Yale Investment Advisors, LLC | 23 | 23 | 0.12% | 0.55% | 1.06% | Q1 2018 | Q3 2023 | 23 |
Prospera Financial Services Inc | 17 | 2 | 0.01% | 0.04% | 0.09% | Q4 2016 | Q4 2022 | 23 |
NEXT Financial Group, Inc | 13 | 4 | 0.00% | 0.00% | 0.02% | Q3 2014 | Q4 2021 | 23 |
Baird Financial Group, Inc. | 13 | 10 | 0.00% | 0.01% | 0.04% | Q2 2015 | Q2 2021 | 23 |
Allen Capital Group, LLC | 20 | 3 | 0.42% | 0.88% | 1.53% | Q4 2017 | Q3 2023 | 23 |
NOTTINGHAM ADVISORS, INC. | 23 | 23 | 0.08% | 0.33% | 0.75% | Q2 2013 | Q4 2018 | 23 |
SYNOVUS FINANCIAL CORP | 16 | 6 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2019 | 22 |
BARCLAYS PLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 22 |
1834 INVESTMENT ADVISORS CO | 7 | 7 | 0.00% | 0.04% | 0.14% | Q2 2013 | Q2 2021 | 21 |
FMR LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 21 |
HUNTINGTON NATIONAL BANK | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
ADELL HARRIMAN & CARPENTER INC | 21 | 21 | 0.02% | 0.19% | 0.40% | Q2 2017 | Q2 2022 | 21 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 21 | 21 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2018 | 21 |
NewSquare Capital LLC | 20 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 21 |
Silver Lake Advisory, LLC | 18 | 3 | 0.20% | 1.70% | 2.62% | Q2 2014 | Q3 2021 | 21 |
Parkside Financial Bank & Trust | 21 | 21 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.01% | 0.04% | 0.10% | Q4 2018 | Q3 2023 | 20 |
Towerpoint Wealth, LLC | 20 | 20 | 0.19% | 1.76% | 2.44% | Q4 2017 | Q3 2022 | 20 |
FLOW TRADERS U.S. LLC | 6 | 1 | 0.00% | 0.05% | 0.12% | Q4 2015 | Q3 2023 | 20 |
Mount Lucas Management LP | 8 | 3 | 0.02% | 0.65% | 1.28% | Q2 2016 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2022 | 20 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 20 | 20 | 0.01% | 0.25% | 0.44% | Q4 2018 | Q3 2023 | 20 |
Capital Investment Advisory Services, LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Retirement Planning Group, LLC | 20 | 20 | 0.06% | 0.43% | 1.54% | Q2 2013 | Q1 2018 | 20 |
AMERIPRISE FINANCIAL INC | 18 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2018 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
OLD MISSION CAPITAL LLC | 6 | 1 | 0.01% | 0.07% | 0.24% | Q4 2014 | Q3 2023 | 19 |
Merriman Wealth Management, LLC | 8 | 4 | 0.04% | 1.45% | 6.34% | Q1 2016 | Q3 2023 | 19 |
BOSTON ADVISORS LLC | 10 | 9 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2019 | 19 |
Tower Research Capital LLC (TRC) | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Fieldpoint Private Securities, LLC | 12 | 7 | 0.01% | 0.05% | 0.16% | Q1 2017 | Q2 2022 | 19 |
TCI Wealth Advisors, Inc. | 18 | 1 | 0.02% | 0.04% | 0.07% | Q4 2012 | Q1 2020 | 19 |
PREMIER ASSET MANAGEMENT LLC | 12 | 6 | 0.09% | 0.29% | 0.48% | Q3 2013 | Q1 2019 | 18 |
AdvisorNet Financial, Inc | 18 | 18 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2022 | 18 |
OARSMAN CAPITAL, INC. | 18 | 18 | 0.10% | 0.17% | 0.25% | Q2 2013 | Q3 2017 | 18 |
AlphaMark Advisors, LLC | 18 | 18 | 0.00% | 0.10% | 0.35% | Q2 2013 | Q3 2017 | 18 |
COMPTON CAPITAL MANAGEMENT INC /RI | 18 | 18 | 0.10% | 0.20% | 0.32% | Q2 2013 | Q3 2017 | 18 |
180 WEALTH ADVISORS, LLC | 10 | 8 | 0.06% | 0.56% | 1.49% | Q4 2017 | Q2 2022 | 18 |
Brouwer & Janachowski, LLC | 18 | 18 | 0.04% | 0.10% | 0.38% | Q3 2015 | Q4 2019 | 18 |
MERCER GLOBAL ADVISORS INC /ADV | 18 | 18 | 0.00% | 0.13% | 0.68% | Q2 2019 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2017 | 18 |
Claraphi Advisory Network, LLC | 18 | 18 | 0.07% | 0.22% | 0.37% | Q1 2018 | Q2 2022 | 18 |
Crewe Advisors LLC | 17 | 17 | 0.02% | 0.04% | 0.08% | Q4 2017 | Q4 2021 | 17 |
People's United Financial, Inc. | 17 | 17 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2017 | 17 |
1st Global Advisors, Inc. | 17 | 17 | 0.03% | 0.04% | 0.10% | Q2 2013 | Q2 2017 | 17 |
ProVise Management Group, LLC | 17 | 17 | 0.04% | 0.41% | 0.71% | Q2 2013 | Q2 2017 | 17 |
Sandy Spring Bank | 12 | 2 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 17 |
WFG Advisors, LP | 17 | 17 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2017 | 17 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 16 | 16 | 0.00% | 0.05% | 0.11% | Q2 2013 | Q1 2017 | 16 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2018 | 16 |
Rockefeller Capital Management L.P. | 15 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Harborview Advisors, LLC | 16 | 16 | 0.60% | 1.08% | 1.46% | Q4 2017 | Q3 2021 | 16 |
Transamerica Financial Advisors, Inc. | 9 | 1 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q4 2017 | 16 |
AVANTAX ADVISORY SERVICES, INC. | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Larson Financial Group LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2023 | 15 |
Freedom Investment Management, Inc. | 15 | 15 | 0.03% | 0.06% | 0.16% | Q1 2020 | Q3 2023 | 15 |
STALEY CAPITAL ADVISERS INC | 15 | 15 | 0.04% | 0.18% | 0.36% | Q2 2013 | Q4 2016 | 15 |
Avion Wealth | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Aptus Capital Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2023 | 15 |
1832 Asset Management L.P. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q4 2019 | 15 |
Benchmark Wealth Management, LLC | 11 | 4 | 0.13% | 0.17% | 0.28% | Q4 2019 | Q3 2023 | 15 |
TRAIN BABCOCK ADVISORS LLC | 10 | 5 | 0.08% | 0.11% | 0.13% | Q3 2013 | Q2 2017 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
First Horizon Advisors, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2017 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q4 2016 | 15 |
ENTERPRISE FINANCIAL SERVICES CORP | 14 | 14 | 0.03% | 0.07% | 0.10% | Q1 2019 | Q2 2022 | 14 |
Charles Schwab Investment Advisory, Inc. | 14 | 14 | 0.00% | 0.45% | 0.85% | Q1 2015 | Q2 2018 | 14 |
Curbstone Financial Management Corp | 10 | 1 | 0.08% | 0.11% | 0.12% | Q4 2019 | Q4 2023 | 14 |
UBS AG | 6 | 6 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2014 | 14 |
HL FINANCIAL SERVICES LLC | 10 | 4 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q2 2017 | 14 |
Smart Portfolios, LLC | 7 | 3 | 0.18% | 2.03% | 6.57% | Q3 2013 | Q2 2019 | 14 |
Kestra Advisory Services, LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
QCI ASSET MANAGEMENT INC/NY | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2020 | 13 |
Stratos Wealth Partners, LTD. | 5 | 1 | 0.01% | 0.02% | 0.05% | Q3 2014 | Q3 2023 | 13 |
Patriot Financial Group Insurance Agency, LLC | 13 | 13 | 0.00% | 0.17% | 0.42% | Q4 2016 | Q4 2019 | 13 |
DEUTSCHE BANK AG\ | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2020 | 13 |
CREDIT SUISSE AG/ | 13 | 13 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q1 2016 | 13 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2021 | 13 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
LINCOLN NATIONAL CORP | 10 | 1 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 12 |
Bank of New York Mellon Corp | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 12 |
Joel Isaacson & Co., LLC | 12 | 12 | 0.01% | 0.47% | 1.27% | Q4 2012 | Q3 2015 | 12 |
FLAGSHIP HARBOR ADVISORS, LLC | 8 | 4 | 0.00% | 0.12% | 0.38% | Q4 2019 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
STOCK YARDS BANK & TRUST CO | 12 | 12 | 0.04% | 0.09% | 0.18% | Q2 2013 | Q1 2016 | 12 |
Beta Wealth Group, Inc. | 12 | 12 | 0.15% | 1.32% | 2.48% | Q4 2020 | Q3 2023 | 12 |
Concord Wealth Partners | 12 | 12 | 0.00% | 0.67% | 1.33% | Q4 2020 | Q3 2023 | 12 |
Element Wealth, LLC | 12 | 12 | 0.10% | 0.12% | 0.14% | Q4 2019 | Q3 2022 | 12 |
Lenox Wealth Advisors, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q1 2022 | 12 |
Capital Analysts, LLC | 10 | 1 | 0.00% | 0.45% | 0.61% | Q4 2012 | Q1 2018 | 11 |
Tradewinds Capital Management, LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q1 2017 | 11 |
Westside Investment Management, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
CAPTRUST FINANCIAL ADVISORS | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2022 | 11 |
SEI INVESTMENTS CO | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2018 | 11 |
MONTAG A & ASSOCIATES INC | 11 | 11 | 0.11% | 0.19% | 0.24% | Q2 2013 | Q4 2015 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
LGL PARTNERS, LLC | 11 | 11 | 0.16% | 0.91% | 2.18% | Q4 2015 | Q2 2018 | 11 |
OLD NATIONAL BANCORP /IN/ | 11 | 11 | 0.01% | 0.12% | 0.35% | Q1 2015 | Q3 2017 | 11 |
Allworth Financial LP | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 11 |
McAdam, LLC | 8 | 3 | 0.01% | 0.03% | 0.05% | Q1 2018 | Q3 2023 | 11 |
VSR Financial Services, Inc. | 10 | 1 | 0.04% | 0.27% | 0.44% | Q2 2013 | Q2 2016 | 11 |
Tradition Wealth Management, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 11 |
Evanson Asset Management, LLC | 11 | 11 | 0.11% | 0.14% | 0.19% | Q1 2014 | Q3 2016 | 11 |
SWS Partners | 5 | 1 | 0.27% | 0.74% | 1.36% | Q4 2017 | Q4 2020 | 10 |
CWM, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 10 |
TRUIST FINANCIAL CORP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 10 |
Trust Co | 10 | 10 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q2 2017 | 10 |
Southland Equity Partners LLC | 10 | 10 | 0.10% | 0.13% | 0.16% | Q2 2021 | Q3 2023 | 10 |
COMERICA BANK | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 10 |
BDO Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2020 | 10 |
Virtu KCG Holdings LLC | 5 | 1 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q1 2017 | 10 |
EXENCIAL WEALTH ADVISORS, LLC | 9 | 1 | 0.12% | 0.37% | 0.49% | Q1 2013 | Q3 2015 | 10 |
RELIANCE TRUST CO OF DELAWARE | 10 | 10 | 0.12% | 0.14% | 0.19% | Q4 2016 | Q1 2019 | 10 |
FIRST MIDWEST BANK TRUST DIVISION | 10 | 10 | 0.06% | 0.06% | 0.07% | Q3 2018 | Q4 2020 | 10 |
Qube Research & Technologies Ltd | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 10 |
WEDBUSH SECURITIES INC | 9 | 9 | 0.04% | 0.07% | 0.11% | Q2 2013 | Q2 2015 | 9 |
SCOTIA CAPITAL INC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2019 | 9 |
SUNTRUST BANKS INC | 6 | 3 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2017 | 9 |
Pinnacle Summer Investments, Inc. | 8 | 1 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2015 | 9 |
DAVENPORT & Co LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2015 | 9 |
Pinnacle Wealth Management Advisory Group, LLC | 6 | 3 | 0.11% | 0.16% | 0.20% | Q2 2017 | Q4 2019 | 9 |
Traverso Chambers Private Wealth Management, LLC | 7 | 2 | 0.05% | 0.07% | 0.08% | Q4 2020 | Q2 2023 | 9 |
KWMG, LLC | 9 | 9 | 0.11% | 0.23% | 0.36% | Q4 2014 | Q4 2016 | 9 |
FIRST INTERSTATE BANK | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2019 | 9 |
Cordasco Financial Network | 9 | 9 | 0.00% | 0.40% | 1.09% | Q4 2013 | Q4 2015 | 9 |
BB&T SECURITIES, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2019 | 9 |
Strategic Blueprint, LLC | 8 | 1 | 0.00% | 0.03% | 0.05% | Q3 2019 | Q2 2023 | 9 |
Kistler-Tiffany Companies, LLC | 9 | 9 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q2 2015 | 9 |
Sterneck Capital Management, LLC | 9 | 9 | 0.92% | 1.55% | 2.18% | Q3 2013 | Q3 2015 | 9 |
McKinley Carter Wealth Services, Inc. | 9 | 9 | 0.03% | 0.08% | 0.12% | Q1 2021 | Q1 2023 | 9 |
Acorn Wealth Advisors, LLC | 9 | 9 | 0.06% | 0.25% | 0.31% | Q4 2017 | Q4 2019 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q2 2015 | 9 |
Carroll Financial Associates, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 9 |
FIDUCIARY TRUST CO | 9 | 9 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q2 2015 | 9 |
HARBOUR INVESTMENTS, INC. | 6 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
Essex Financial Services, Inc. | 9 | 9 | 0.05% | 0.18% | 0.28% | Q4 2013 | Q4 2015 | 9 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2018 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.02% | 0.07% | 0.10% | Q2 2021 | Q3 2023 | 9 |
Wambolt & Associates, LLC | 9 | 9 | 0.14% | 0.22% | 0.28% | Q4 2018 | Q4 2020 | 9 |
GREENWOOD CAPITAL ASSOCIATES LLC | 7 | 1 | 0.24% | 0.39% | 0.46% | Q3 2013 | Q2 2022 | 8 |
NORTHERN TRUST CORP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2016 | 8 |
Simplicity Solutions, LLC | 7 | 1 | 0.03% | 0.36% | 0.52% | Q4 2015 | Q4 2018 | 8 |
Capital Advisors, Ltd. LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2013 | Q3 2015 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q1 2015 | 8 |
First Allied Asset Management, Inc. | 8 | 8 | 0.05% | 0.05% | 0.06% | Q2 2013 | Q1 2015 | 8 |
Twele Capital Management, Inc. | 8 | 8 | 0.06% | 0.16% | 0.25% | Q2 2013 | Q1 2015 | 8 |
Brookstone Capital Management | 8 | 8 | 0.00% | 0.22% | 0.35% | Q4 2013 | Q3 2015 | 8 |
CAMBRIDGE TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Bellwether Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
CX Institutional | 7 | 1 | 0.00% | 0.07% | 0.45% | Q4 2018 | Q3 2021 | 8 |
CENTAURUS FINANCIAL, INC. | 7 | 1 | 0.03% | 0.04% | 0.07% | Q4 2017 | Q4 2019 | 8 |
INVESTMENT PARTNERS, LTD. | 5 | 1 | 0.02% | 0.64% | 1.13% | Q1 2015 | Q3 2022 | 8 |
WHITENER CAPITAL MANAGEMENT, INC. | 8 | 8 | 0.04% | 0.11% | 0.22% | Q4 2017 | Q3 2019 | 8 |
Cetera Advisors LLC | 4 | 1 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q3 2023 | 8 |
ARGENT CAPITAL MANAGEMENT LLC | 8 | 8 | 0.01% | 0.17% | 0.44% | Q4 2013 | Q3 2015 | 8 |
Peak Asset Management, LLC | 8 | 8 | 0.09% | 0.16% | 0.24% | Q3 2020 | Q2 2022 | 8 |
AlphaCentric Advisors LLC | 5 | 3 | 0.04% | 0.14% | 0.22% | Q4 2020 | Q3 2023 | 8 |
Mutual Advisors, LLC | 7 | 1 | 0.02% | 0.04% | 0.15% | Q2 2019 | Q4 2021 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
WESTPORT RESOURCES MANAGEMENT INC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2015 | 8 |
Heartwood Wealth Advisors LLC | 4 | 4 | 0.10% | 0.12% | 0.14% | Q4 2019 | Q3 2023 | 8 |
Baldrige Asset Management LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 8 |
MORRIS FINANCIAL CONCEPTS, INC. | 8 | 8 | 0.14% | 0.23% | 0.32% | Q4 2021 | Q3 2023 | 8 |
M&T BANK CORP | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2017 | 7 |
American Institute for Advanced Investment Management, LLP | 7 | 7 | 0.80% | 1.05% | 1.23% | Q4 2020 | Q2 2022 | 7 |
PRING TURNER CAPITAL GROUP INC | 7 | 7 | 3.82% | 4.24% | 4.67% | Q4 2013 | Q2 2015 | 7 |
Columbus Macro, LLC | 7 | 7 | 2.78% | 4.56% | 8.14% | Q4 2017 | Q2 2019 | 7 |
Integrated Wealth Management | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2016 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
COLONY GROUP LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2022 | 7 |
Ellis Investment Partners, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2022 | 7 |
Baker Avenue Asset Management, LP | 2 | 1 | 0.01% | 0.07% | 0.12% | Q1 2015 | Q3 2023 | 7 |
WealthShield Partners, LLC | 7 | 7 | 0.32% | 0.33% | 0.37% | Q1 2022 | Q3 2023 | 7 |
B. Riley Wealth Advisors, Inc. | 2 | 1 | 0.00% | 0.02% | 0.05% | Q2 2014 | Q2 2021 | 7 |
Cutler Group LLC / CA | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2017 | 7 |
FOUNDERS BANK & TRUST | 7 | 7 | 3.32% | 5.42% | 6.46% | Q2 2013 | Q4 2014 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.01% | 0.05% | 0.09% | Q2 2013 | Q4 2014 | 7 |
TWO SIGMA SECURITIES, LLC | 3 | 1 | 0.00% | 0.09% | 0.38% | Q4 2014 | Q1 2020 | 7 |
Cribstone Capital Management, LLC | 7 | 7 | 0.00% | 0.03% | 0.05% | Q3 2018 | Q1 2020 | 7 |
Evercore Wealth Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2016 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 7 |
MinichMacGregor Wealth Management, LLC | 7 | 7 | 0.01% | 0.03% | 0.04% | Q1 2017 | Q3 2018 | 7 |
Chevy Chase Trust Holdings, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2015 | 7 |
Tortoise Investment Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2013 | Q3 2014 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
CETERA INVESTMENT MANAGEMENT LLC | 7 | 7 | 1.50% | 2.03% | 2.26% | Q4 2015 | Q2 2017 | 7 |
FIRST MANHATTAN CO. LLC. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2022 | 7 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.01% | 0.03% | 0.03% | Q4 2017 | Q2 2022 | 7 |
TIEMANN INVESTMENT ADVISORS, LLC | 7 | 7 | 0.23% | 0.38% | 0.48% | Q4 2013 | Q2 2015 | 7 |
DFPG INVESTMENTS, LLC | 5 | 2 | 0.11% | 0.45% | 0.99% | Q4 2018 | Q3 2020 | 7 |
Advisory Services Network, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2020 | 6 |
Linscomb & Williams, Inc. | 6 | 6 | 0.05% | 0.50% | 1.29% | Q2 2013 | Q3 2014 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Cornerstone Management, Inc. | 6 | 6 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q1 2023 | 6 |
PITTENGER & ANDERSON INC | 6 | 6 | 0.05% | 0.06% | 0.06% | Q2 2013 | Q3 2014 | 6 |
CENTRAL BANK & TRUST CO | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q4 2016 | 6 |
STEEL GROVE CAPITAL ADVISORS, LLC | 6 | 6 | 0.06% | 0.12% | 0.17% | Q2 2013 | Q3 2014 | 6 |
FFT WEALTH MANAGEMENT LLC | 4 | 2 | 0.13% | 1.28% | 3.12% | Q4 2015 | Q3 2018 | 6 |
Merit Financial Group, LLC | 3 | 3 | 0.02% | 0.03% | 0.05% | Q1 2018 | Q1 2020 | 6 |
Ascent Group, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q1 2023 | 6 |
Ironwood Financial, llc | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2016 | 6 |
BESSEMER GROUP INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2021 | 6 |
Key FInancial Inc | 5 | 1 | 0.00% | 0.24% | 0.32% | Q1 2022 | Q3 2023 | 6 |
Epstein & White Financial LLC | 6 | 6 | 0.08% | 0.09% | 0.11% | Q1 2020 | Q2 2021 | 6 |
Janney Capital Management LLC | 5 | 1 | 0.30% | 0.56% | 0.65% | Q2 2013 | Q1 2018 | 6 |
BRINKER CAPITAL INC | 6 | 6 | 0.55% | 0.93% | 1.24% | Q2 2013 | Q3 2014 | 6 |
COMMUNITY BANK SYSTEM, INC. | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2014 | 6 |
SG Americas Securities, LLC | 5 | 1 | 0.00% | 0.02% | 0.06% | Q3 2015 | Q3 2018 | 6 |
REGIONS FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
BAILARD, INC. | 6 | 6 | 0.03% | 0.07% | 0.09% | Q3 2013 | Q4 2014 | 6 |
SHEETS SMITH WEALTH MANAGEMENT | 6 | 6 | 0.07% | 0.07% | 0.08% | Q1 2013 | Q2 2014 | 6 |
Gupta Wealth Management LLC | 5 | 5 | 0.04% | 0.08% | 0.15% | Q1 2015 | Q1 2016 | 5 |
Argentus Capital Management, LLC | 5 | 5 | 0.00% | 0.12% | 0.28% | Q3 2015 | Q3 2016 | 5 |
Regal Investment Advisors LLC | 5 | 5 | 0.05% | 0.06% | 0.07% | Q1 2018 | Q1 2019 | 5 |
Plante Moran Financial Advisors, LLC | 5 | 5 | 0.02% | 0.02% | 0.04% | Q1 2019 | Q1 2020 | 5 |
WCG Wealth Advisors LLC | 4 | 4 | 0.02% | 0.06% | 0.10% | Q2 2022 | Q1 2023 | 5 |
SIGNATUREFD, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2016 | 5 |
OPPENHEIMER & CO INC | 5 | 5 | 0.01% | 0.08% | 0.16% | Q2 2017 | Q2 2018 | 5 |
Spruce Investment Advisors LLC | 5 | 5 | 0.19% | 0.34% | 0.64% | Q2 2013 | Q2 2014 | 5 |
FinTrust Investment Advisory Services, LLC | 3 | 2 | 0.20% | 0.39% | 0.73% | Q2 2013 | Q1 2018 | 5 |
Renaissance Technologies | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2020 | 5 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2015 | 5 |
361 CAPITAL LLC | 5 | 5 | 0.04% | 0.05% | 0.07% | Q2 2018 | Q2 2019 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Morningstar Investment Services LLC | 5 | 5 | 0.01% | 1.54% | 2.18% | Q3 2014 | Q3 2015 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
TCWP LLC | 5 | 5 | 0.06% | 0.10% | 0.24% | Q3 2022 | Q3 2023 | 5 |
Prism Advisors, Inc. | 5 | 5 | 0.71% | 0.75% | 0.78% | Q4 2017 | Q4 2018 | 5 |
PRUDENTIAL FINANCIAL INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Carnegie Capital Asset Management, LLC | 5 | 5 | 0.03% | 0.04% | 0.04% | Q1 2017 | Q1 2018 | 5 |
Riverpoint Wealth Management Holdings, LLC | 5 | 5 | 0.56% | 0.69% | 0.80% | Q4 2019 | Q4 2020 | 5 |
Balentine LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
IHT Wealth Management, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q1 2018 | 5 |
Shamrock Asset Management LLC | 2 | 1 | 0.00% | 0.05% | 0.14% | Q2 2013 | Q2 2016 | 5 |
Moors & Cabot, Inc. | 4 | 1 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q2 2023 | 5 |
B. Riley Wealth Management, Inc. | 5 | 5 | 0.01% | 0.02% | 0.03% | Q2 2014 | Q2 2015 | 5 |
Compagnie Lombard Odier SCmA | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
Beverly Hills Private Wealth, LLC | 4 | 4 | 0.34% | 0.43% | 0.67% | Q4 2022 | Q3 2023 | 4 |
BKA Wealth Consulting, Inc. | 4 | 4 | 1.46% | 1.56% | 1.63% | Q1 2022 | Q4 2022 | 4 |
Princeton Global Asset Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
Clarus Wealth Advisors | 4 | 4 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q1 2019 | 4 |
BLAIR WILLIAM & CO/IL | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
PrairieView Partners, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q4 2020 | 4 |
West Wealth Group, LLC | 4 | 4 | 0.13% | 0.20% | 0.26% | Q4 2022 | Q3 2023 | 4 |
NATIONAL PLANNING CORP | 2 | 1 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q4 2014 | 4 |
SECURITY NATIONAL TRUST CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2015 | 4 |
Avidian Wealth Solutions, LLC | 4 | 4 | 7.40% | 8.22% | 9.13% | Q1 2014 | Q4 2014 | 4 |
MGO ONE SEVEN LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q1 2023 | 4 |
Voya Financial Advisors, Inc. | 3 | 1 | 0.01% | 0.02% | 0.04% | Q2 2015 | Q1 2018 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Integrated Wealth Concepts LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Roundview Capital LLC | 4 | 4 | 0.09% | 0.13% | 0.16% | Q4 2013 | Q3 2014 | 4 |
Sharkey, Howes & Javer | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q4 2015 | 4 |
Gary Goldberg Planning Services Inc | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2013 | Q4 2013 | 4 |
Kavar Capital Partners, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q3 2015 | 4 |
Kades & Cheifetz LLC | 4 | 4 | 2.30% | 2.33% | 2.38% | Q4 2022 | Q3 2023 | 4 |
Ameritas Investment Company, LLC | 2 | 1 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q1 2021 | 4 |
Hayden Royal, LLC | 3 | 1 | 0.13% | 0.46% | 0.77% | Q1 2019 | Q1 2020 | 4 |
Clearwater Capital Advisors, LLC | 4 | 4 | 0.04% | 0.13% | 0.17% | Q4 2021 | Q3 2022 | 4 |
RDA Financial Network | 4 | 4 | 0.19% | 0.20% | 0.21% | Q1 2019 | Q4 2019 | 4 |
SVB WEALTH LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q2 2023 | 4 |
Milestone Investment Advisors LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Intercontinental Wealth Advisors, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q3 2019 | 4 |
CURIAN CAPITAL LLC | 4 | 4 | 0.45% | 0.56% | 0.67% | Q2 2013 | Q1 2014 | 4 |
Greenwich Wealth Management LLC | 4 | 4 | 0.10% | 0.19% | 0.25% | Q1 2016 | Q4 2016 | 4 |
Bison Wealth, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q1 2022 | 4 |
Cobble Hill Financial Services, INC | 4 | 4 | 0.72% | 2.27% | 3.50% | Q1 2013 | Q4 2013 | 4 |
Realta Investment Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
Faithward Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 4 |
Arden Trust Co | 4 | 4 | 0.13% | 0.19% | 0.22% | Q2 2019 | Q1 2020 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
DCM Advisors, LLC | 4 | 4 | 0.06% | 0.09% | 0.10% | Q4 2020 | Q3 2021 | 4 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Sargent Bickham Lagudis LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
Joseph Group Capital Management | 4 | 4 | 0.07% | 0.08% | 0.09% | Q4 2021 | Q3 2022 | 4 |
Invst, LLC | 2 | 1 | 0.13% | 0.20% | 0.27% | Q1 2018 | Q1 2020 | 4 |
Oakworth Capital, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q1 2018 | 4 |
Manchester Capital Management LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2016 | 4 |
BOKF, NA | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q4 2017 | 3 |
Rathbones Group PLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
SUTTON PLACE INVESTORS LLC | 3 | 3 | 1.12% | 1.17% | 1.25% | Q4 2021 | Q2 2022 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
KCM INVESTMENT ADVISORS LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q2 2015 | 3 |
Baystate Wealth Management LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q2 2019 | 3 |
Mariner, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 3 |
Equitable Holdings, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Aspire Wealth Management Corp | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 3 |
Madrona Financial Services, LLC | 3 | 3 | 2.03% | 2.06% | 2.10% | Q4 2014 | Q2 2015 | 3 |
Dynamic Advisor Solutions LLC | 2 | 1 | 0.03% | 0.06% | 0.11% | Q1 2019 | Q4 2019 | 3 |
Jackson, Grant Investment Advisers, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Capital Advisory Group Advisory Services, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
WHITTIER TRUST CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Brand Asset Management Group, Inc. | 3 | 3 | 0.03% | 0.03% | 0.04% | Q3 2019 | Q1 2020 | 3 |
JFS WEALTH ADVISORS, LLC | 3 | 3 | 0.00% | 0.01% | 0.04% | Q1 2022 | Q3 2022 | 3 |
TD Capital Management LLC | 3 | 3 | 0.02% | 2.68% | 4.14% | Q2 2013 | Q4 2013 | 3 |
Csenge Advisory Group | 3 | 3 | 0.08% | 0.08% | 0.09% | Q3 2019 | Q1 2020 | 3 |
Strategic Capital Alternatives LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2015 | 3 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 2 | 1 | 0.03% | 0.04% | 0.05% | Q2 2010 | Q3 2013 | 3 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2016 | 3 |
LVW Advisors, LLC | 3 | 3 | 0.21% | 0.22% | 0.24% | Q4 2014 | Q2 2015 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
PFG Investments, LLC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Tevis Investment Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
US FINANCIAL ADVISORS, LLC | 3 | 3 | 0.00% | 0.06% | 0.14% | Q4 2014 | Q2 2015 | 3 |
Willingdon Wealth Management | 3 | 3 | 0.35% | 0.42% | 0.54% | Q4 2017 | Q2 2018 | 3 |
BlackRock Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Narwhal Capital Management | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2019 | Q3 2019 | 3 |
QUADRANT CAPITAL GROUP LLC | 3 | 3 | 0.00% | 0.02% | 0.07% | Q2 2020 | Q4 2020 | 3 |
Concert Wealth Management Inc. | 2 | 1 | 0.12% | 0.16% | 0.21% | Q2 2013 | Q2 2015 | 3 |
Arkadios Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Golden State Wealth Management, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2019 | Q3 2019 | 3 |
STRATEGIC WEALTH MANAGEMENT INC | 3 | 3 | 4.93% | 5.30% | 6.02% | Q4 2017 | Q2 2018 | 3 |
Private Ocean, LLC | 2 | 1 | 0.00% | 0.10% | 0.16% | Q1 2018 | Q1 2023 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q4 2018 | 3 |
Patten Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2015 | 3 |
Fiduciary Planning LLC | 2 | 2 | 0.55% | 0.58% | 0.61% | Q4 2019 | Q1 2020 | 2 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 2 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q2 2019 | 2 |
Private Advisory Group LLC | 2 | 2 | 0.22% | 0.24% | 0.26% | Q4 2017 | Q1 2018 | 2 |
BCS Wealth Management | 1 | 1 | 0.10% | 0.13% | 0.16% | Q4 2019 | Q4 2020 | 2 |
RWA WEALTH PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Apriem Advisors | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q3 2014 | 2 |
NewEdge Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Trilogy Capital Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Astoria Strategic Wealth, Inc. | 2 | 2 | 0.50% | 0.52% | 0.54% | Q4 2019 | Q1 2020 | 2 |
Revolve Wealth Partners, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q1 2022 | 2 |
Stonehage Fleming Financial Services Holdings Ltd | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q2 2016 | 2 |
FineMark National Bank & Trust | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q3 2014 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
RAND WEALTH, LLC | 2 | 2 | 0.34% | 0.35% | 0.36% | Q2 2018 | Q3 2018 | 2 |
Bellecapital International Ltd. | 2 | 2 | 0.22% | 0.24% | 0.26% | Q1 2014 | Q2 2014 | 2 |
Royal Fund Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Intersect Capital LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
Founders Financial Alliance, LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 2 |
ALLIANCEBERNSTEIN L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2014 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q4 2014 | Q1 2015 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2015 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Fortis Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
FLAGSTAR ADVISORS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2022 | 2 |
West Oak Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Clearstead Trust, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
STRINGER ASSET MANAGEMENT, LLC | 2 | 2 | 1.14% | 1.17% | 1.20% | Q2 2016 | Q3 2016 | 2 |
Ledyard National Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2018 | 2 |
Lindbrook Capital, LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q4 2018 | Q1 2019 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 2 |
Klingman & Associates, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2014 | Q1 2015 | 2 |
Nuveen Asset Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Swaine & Leidel Wealth Services, LLC | 2 | 2 | 3.83% | 4.12% | 4.42% | Q4 2018 | Q1 2019 | 2 |
CIBC Private Wealth Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Roble, Belko & Company, Inc | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2017 | 2 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2022 | 2 |
ZEKE CAPITAL ADVISORS, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q4 2019 | 2 |
First Personal Financial Services | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Mirae Asset Global Investments Co., Ltd. | 1 | 1 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q4 2018 | 2 |
PVG Asset Management | 2 | 2 | 1.16% | 2.04% | 2.91% | Q4 2014 | Q1 2015 | 2 |
Bellwether Investment Group, LLC | 1 | 1 | 0.26% | 0.47% | 0.68% | Q2 2016 | Q4 2016 | 2 |
WealthTrust-Arizona, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q4 2018 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Geller Advisors LLC | 2 | 2 | 0.20% | 1.68% | 3.16% | Q3 2014 | Q4 2014 | 2 |
Evergreen Wealth Solutions, LLC | 2 | 2 | 0.28% | 0.30% | 0.31% | Q4 2021 | Q1 2022 | 2 |
FIFTH THIRD SECURITIES, INC. | 1 | 1 | 0.20% | 0.29% | 0.38% | Q2 2018 | Q1 2021 | 2 |
WELLINGTON MANAGEMENT GROUP LLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
ISLAY CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Summit Financial Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
CULLEN/FROST BANKERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Jacobi Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Verition Fund Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
SIMPLEX TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
WealthOne, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2018 | Q4 2018 | 1 |
Meridian Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
IMA Wealth, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
First Heartland Consultants, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
SECURITY NATIONAL BANK OF SO DAK | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2015 | Q4 2015 | 1 |
Highland Private Wealth Management | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2018 | Q1 2018 | 1 |
ASSET ADVISORS CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Advisors Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
UBS ASSET MANAGEMENT AMERICAS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Executive Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
TRUST CO OF VERMONT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Stonehage Fleming (UK) Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
GoalVest Advisory LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Campbell Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
FRONTIER INVESTMENT MGMT CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2014 | Q2 2014 | 1 |
Longer Investments Inc. | 1 | 1 | 2.64% | 2.64% | 2.64% | Q1 2016 | Q1 2016 | 1 |
Compass Efficient Model Portfolios, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Advocacy Wealth Management Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
BlackRock Institutional Trust Company, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
FIRST HORIZON CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Clearstead Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Estate Counselors, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2015 | Q4 2015 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Retirement Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Montecito Bank & Trust | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2018 | Q2 2018 | 1 |
SVA Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
INVESTMENT CENTERS OF AMERICA INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q2 2013 | Q2 2013 | 1 |
Risk Paradigm Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Citizens Business Bank | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q4 2015 | 1 |
Advisor Resource Council | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2022 | Q2 2022 | 1 |
Aurora Private Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Stearns Financial Services Group | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Ballentine Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
MEITAV INVESTMENT HOUSE LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
MERITAGE PORTFOLIO MANAGEMENT | 1 | 1 | 0.48% | 0.48% | 0.48% | Q2 2017 | Q2 2017 | 1 |
Capstone Triton Financial Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
One Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
GLENMEDE TRUST CO NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
THOMPSON DAVIS & CO., INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Weatherstone Capital Management | 1 | 1 | 0.81% | 0.81% | 0.81% | Q4 2018 | Q4 2018 | 1 |
NorthRock Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
Sugarloaf Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
AMERICAN CENTURY COMPANIES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Financial Architects, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
SHINE INVESTMENT ADVISORY SERVICES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q4 2016 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
COWA, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2020 | Q4 2020 | 1 |
ROVIN CAPITAL /UT/ /ADV | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2019 | Q4 2019 | 1 |
AEGON USA Investment Management, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2013 | Q2 2013 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Carnick & Kubik, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Brinker Capital Investments, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2015 | Q2 2015 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Nalls Sherbakoff Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
MCF Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
TORONTO DOMINION BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2018 | Q2 2018 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
IFC Holdings Incorporated/FL | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2015 | Q2 2015 | 1 |
Kovack Advisors, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2017 | Q2 2017 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
TOWNSQUARE CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Detwiler Fenton Investment Management LLC | 1 | 1 | 0.98% | 0.98% | 0.98% | Q3 2011 | Q3 2011 | 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.