Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 16 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2023 | 53 |
HUNTINGTON NATIONAL BANK | 30 | 1 | 0.00% | 0.00% | 0.02% | Q1 2009 | Q3 2023 | 52 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.06% | 0.16% | Q1 2012 | Q3 2023 | 46 |
MUFG Americas Holdings Corp | 18 | 1 | 0.00% | 0.00% | 0.01% | Q4 2010 | Q2 2022 | 44 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
CULLEN/FROST BANKERS, INC. | 42 | 42 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
New England Private Wealth Advisors LLC | 27 | 15 | 0.09% | 0.15% | 0.26% | Q1 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.22% | 1.23% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.05% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 42 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 42 | 42 | 0.03% | 0.18% | 0.30% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.17% | 0.42% | Q2 2013 | Q3 2023 | 42 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 42 | 42 | 0.00% | 0.02% | 0.14% | Q2 2013 | Q3 2023 | 42 |
FARMERS & MERCHANTS INVESTMENTS INC | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.04% | 0.49% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.01% | 0.34% | 0.77% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 35 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
ASSETMARK, INC | 41 | 41 | 0.00% | 0.34% | 1.07% | Q3 2013 | Q3 2023 | 41 |
Raymond James Financial Services Advisors, Inc. | 22 | 19 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.00% | 0.03% | 0.13% | Q2 2013 | Q3 2023 | 41 |
AMG National Trust Bank | 41 | 41 | 0.01% | 0.22% | 0.44% | Q3 2013 | Q3 2023 | 41 |
M&T BANK CORP | 26 | 15 | 0.02% | 0.29% | 0.66% | Q2 2013 | Q3 2023 | 41 |
Sandy Spring Bank | 21 | 20 | 0.00% | 0.19% | 0.56% | Q2 2013 | Q3 2023 | 41 |
FMR LLC | 38 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 40 |
Private Advisor Group, LLC | 39 | 39 | 0.00% | 0.04% | 0.19% | Q1 2014 | Q3 2023 | 40 |
CITY HOLDING CO | 40 | 40 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q3 2023 | 40 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 38 | 2 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q3 2023 | 40 |
Beacon Capital Management, Inc. | 30 | 9 | 0.00% | 0.01% | 0.12% | Q4 2013 | Q3 2023 | 39 |
Valmark Advisers, Inc. | 24 | 15 | 0.01% | 1.15% | 3.04% | Q2 2013 | Q3 2023 | 39 |
Capital Analysts, LLC | 38 | 38 | 0.00% | 0.01% | 0.01% | Q4 2012 | Q1 2022 | 38 |
RAYMOND JAMES & ASSOCIATES | 37 | 37 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q2 2022 | 37 |
Modera Wealth Management, LLC | 37 | 37 | 0.01% | 0.23% | 0.64% | Q2 2013 | Q2 2022 | 37 |
Capital Directions Investment Advisors, LLC | 20 | 7 | 0.02% | 0.75% | 1.35% | Q2 2013 | Q4 2022 | 37 |
IMA Wealth, Inc. | 37 | 37 | 0.00% | 0.67% | 2.69% | Q2 2014 | Q2 2023 | 37 |
HBK Sorce Advisory LLC | 22 | 14 | 0.01% | 0.21% | 0.54% | Q2 2013 | Q1 2023 | 36 |
Creative Planning | 24 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 36 |
Cambridge Investment Research Advisors, Inc. | 36 | 36 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2022 | 36 |
JPMORGAN CHASE & CO | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
RAYMOND JAMES TRUST N.A. | 33 | 2 | 0.01% | 0.03% | 0.06% | Q4 2013 | Q3 2022 | 35 |
STIFEL FINANCIAL CORP | 34 | 34 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q2 2022 | 34 |
ASPIRIANT, LLC | 34 | 34 | 0.05% | 4.70% | 17.35% | Q2 2013 | Q3 2021 | 34 |
SIGNATUREFD, LLC | 34 | 34 | 0.00% | 1.69% | 10.52% | Q2 2015 | Q3 2023 | 34 |
OARSMAN CAPITAL, INC. | 20 | 14 | 0.16% | 0.29% | 0.37% | Q1 2015 | Q3 2023 | 34 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 34 | 34 | 0.01% | 0.06% | 0.15% | Q2 2015 | Q3 2023 | 34 |
BOKF, NA | 32 | 2 | 0.00% | 0.10% | 0.22% | Q2 2013 | Q4 2021 | 34 |
D. E. Shaw & Co., Inc. | 33 | 33 | 0.00% | 0.04% | 0.09% | Q2 2014 | Q2 2022 | 33 |
MISSION WEALTH MANAGEMENT, LP | 29 | 4 | 0.04% | 0.45% | 2.90% | Q2 2015 | Q3 2023 | 33 |
QS Investors, LLC | 32 | 32 | 0.00% | 0.41% | 1.62% | Q2 2013 | Q1 2021 | 32 |
MOTCO | 30 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 32 |
Gibson Capital, LLC | 32 | 32 | 0.08% | 4.03% | 15.07% | Q2 2013 | Q1 2021 | 32 |
Carroll Financial Associates, Inc. | 17 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2021 | 32 |
Avior Wealth Management, LLC | 32 | 32 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q3 2023 | 32 |
JANE STREET GROUP, LLC | 9 | 1 | 0.00% | 0.03% | 0.17% | Q3 2014 | Q3 2023 | 32 |
ENTERPRISE FINANCIAL SERVICES CORP | 28 | 4 | 0.00% | 0.31% | 0.80% | Q2 2013 | Q2 2021 | 32 |
Colorado Capital Management, Inc. | 31 | 31 | 0.16% | 0.78% | 1.48% | Q4 2015 | Q2 2023 | 31 |
Evercore Wealth Management, LLC | 25 | 6 | 0.01% | 0.06% | 0.16% | Q2 2013 | Q1 2021 | 31 |
Transamerica Financial Advisors, Inc. | 23 | 1 | 0.00% | 0.10% | 0.58% | Q2 2013 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 31 |
CWM, LLC | 22 | 8 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 30 |
Parkside Financial Bank & Trust | 30 | 30 | 0.01% | 0.01% | 0.04% | Q3 2015 | Q4 2022 | 30 |
LifePlan Financial Group, Inc | 30 | 30 | 0.00% | 0.37% | 5.79% | Q2 2013 | Q3 2020 | 30 |
TRUIST FINANCIAL CORP | 16 | 2 | 0.00% | 0.04% | 0.17% | Q2 2013 | Q3 2023 | 30 |
Private Ocean, LLC | 19 | 10 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2023 | 29 |
JMG Financial Group, Ltd. | 29 | 29 | 0.02% | 0.13% | 0.23% | Q2 2013 | Q2 2020 | 29 |
ALESCO ADVISORS LLC | 28 | 1 | 0.01% | 1.12% | 2.68% | Q2 2013 | Q4 2022 | 29 |
VALLEY NATIONAL ADVISERS INC | 29 | 29 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2022 | 29 |
Telos Capital Management, Inc. | 29 | 29 | 0.09% | 0.58% | 0.89% | Q2 2013 | Q2 2020 | 29 |
BOK Financial Private Wealth, Inc. | 29 | 29 | 0.02% | 2.94% | 5.85% | Q2 2013 | Q2 2020 | 29 |
Emery Howard Portfolio Management, Inc. | 28 | 28 | 0.15% | 0.20% | 0.28% | Q2 2013 | Q1 2020 | 28 |
SG Americas Securities, LLC | 15 | 4 | 0.00% | 0.06% | 0.19% | Q4 2014 | Q3 2023 | 28 |
WHITTIER TRUST CO | 18 | 10 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2021 | 28 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.10% | 0.87% | Q2 2013 | Q2 2021 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2019 | 27 |
One Capital Management, LLC | 21 | 6 | 0.01% | 0.49% | 0.85% | Q1 2014 | Q3 2022 | 27 |
Moisand Fitzgerald Tamayo, LLC | 25 | 2 | 0.00% | 0.02% | 0.20% | Q4 2015 | Q3 2023 | 27 |
MERIDIAN INVESTMENT COUNSEL INC. | 27 | 27 | 0.08% | 0.16% | 0.24% | Q4 2015 | Q2 2022 | 27 |
Kohmann Bosshard Financial Services, LLC | 25 | 2 | 0.10% | 0.30% | 0.60% | Q4 2016 | Q3 2023 | 27 |
CAPTRUST FINANCIAL ADVISORS | 21 | 1 | 0.00% | 0.03% | 0.15% | Q2 2013 | Q1 2023 | 27 |
GUGGENHEIM CAPITAL LLC | 27 | 27 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q1 2020 | 27 |
VISTA CAPITAL PARTNERS, INC. | 15 | 11 | 0.04% | 0.08% | 0.13% | Q2 2013 | Q4 2019 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2019 | 26 |
Ballentine Partners, LLC | 26 | 26 | 0.01% | 0.10% | 0.33% | Q2 2017 | Q3 2023 | 26 |
GLENMEDE TRUST CO NA | 22 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2020 | 26 |
Whitnell & Co. | 19 | 7 | 0.00% | 0.72% | 1.96% | Q2 2013 | Q4 2019 | 26 |
TCI Wealth Advisors, Inc. | 16 | 1 | 0.00% | 0.03% | 0.14% | Q4 2012 | Q4 2019 | 26 |
Steward Partners Investment Advisory, LLC | 18 | 8 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 26 |
Covington Capital Management | 22 | 3 | 0.01% | 0.03% | 0.10% | Q2 2014 | Q3 2022 | 25 |
Money Design Co.,Ltd. | 25 | 25 | 0.05% | 0.23% | 0.41% | Q3 2017 | Q3 2023 | 25 |
BANK OF THE WEST | 25 | 25 | 0.02% | 0.19% | 0.38% | Q4 2014 | Q4 2020 | 25 |
SENTINEL TRUST CO LBA | 25 | 25 | 0.27% | 0.69% | 1.20% | Q4 2013 | Q4 2019 | 25 |
HL FINANCIAL SERVICES LLC | 24 | 24 | 0.05% | 0.07% | 0.09% | Q2 2013 | Q1 2019 | 24 |
Hudock, Inc. | 19 | 5 | 0.00% | 0.01% | 0.06% | Q1 2014 | Q2 2020 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 24 |
EFG Asset Management (Americas) Corp. | 13 | 3 | 0.06% | 0.15% | 0.34% | Q4 2013 | Q2 2020 | 24 |
Dorsey & Whitney Trust CO LLC | 24 | 24 | 0.08% | 0.13% | 0.17% | Q2 2013 | Q1 2019 | 24 |
Citadel Advisors | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 24 |
HighTower Advisors, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q4 2019 | 24 |
Geneos Wealth Management Inc. | 15 | 9 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 23 | 23 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2023 | 23 |
CONGRESS ASSET MANAGEMENT CO /MA | 18 | 5 | 0.03% | 0.09% | 0.19% | Q2 2014 | Q1 2020 | 23 |
BESSEMER GROUP INC | 19 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 22 |
Parallel Advisors, LLC | 15 | 3 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q1 2023 | 22 |
Sigma Planning Corp | 21 | 1 | 0.01% | 0.05% | 0.11% | Q4 2014 | Q3 2020 | 22 |
J.P. Morgan Private Wealth Advisors LLC | 21 | 1 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2023 | 22 |
BROWN ADVISORY INC | 8 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 22 |
CREDIT SUISSE AG/ | 22 | 22 | 0.00% | 0.02% | 0.03% | Q1 2013 | Q2 2018 | 22 |
FIFTH THIRD SECURITIES, INC. | 17 | 5 | 0.05% | 0.52% | 1.25% | Q4 2017 | Q2 2023 | 22 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.02% | 0.12% | 0.22% | Q1 2017 | Q3 2023 | 21 |
ALPHA WINDWARD LLC | 21 | 21 | 1.34% | 1.67% | 1.91% | Q4 2013 | Q4 2018 | 21 |
Montecito Bank & Trust | 11 | 3 | 0.02% | 0.44% | 1.20% | Q2 2013 | Q1 2020 | 21 |
WASHINGTON TRUST BANK | 21 | 21 | 0.00% | 0.02% | 0.05% | Q1 2014 | Q1 2019 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Klingman & Associates, LLC | 21 | 21 | 0.04% | 0.16% | 0.31% | Q4 2014 | Q4 2019 | 21 |
Bank of New York Mellon Corp | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2021 | 21 |
MANAGED ACCOUNT SERVICES INC | 20 | 20 | 0.41% | 1.12% | 2.21% | Q4 2016 | Q3 2021 | 20 |
DOWLING & YAHNKE LLC | 20 | 20 | 0.03% | 0.09% | 0.15% | Q4 2017 | Q3 2022 | 20 |
STERLING INVESTMENT ADVISORS LLC /ADV | 20 | 20 | 0.19% | 0.23% | 0.33% | Q4 2014 | Q3 2019 | 20 |
Freedom Investment Management, Inc. | 20 | 20 | 0.04% | 0.09% | 0.23% | Q1 2013 | Q4 2017 | 20 |
AE Wealth Management LLC | 14 | 6 | 0.00% | 0.03% | 0.09% | Q1 2017 | Q3 2022 | 20 |
AdvisorNet Financial, Inc | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2022 | 20 |
FIRST NATIONAL BANK OF OMAHA | 14 | 1 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q2 2021 | 20 |
Prospera Financial Services Inc | 16 | 2 | 0.00% | 0.08% | 0.20% | Q1 2016 | Q2 2022 | 20 |
CONNABLE OFFICE INC | 20 | 20 | 1.89% | 3.14% | 5.15% | Q2 2013 | Q1 2018 | 20 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.05% | 0.13% | Q4 2017 | Q3 2022 | 20 |
Old Port Advisors | 18 | 1 | 0.08% | 0.18% | 0.30% | Q2 2018 | Q3 2023 | 20 |
Choate Investment Advisors | 20 | 20 | 0.01% | 0.07% | 0.47% | Q2 2013 | Q1 2018 | 20 |
REGIONS FINANCIAL CORP | 14 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2019 | 20 |
Aspire Private Capital, LLC | 20 | 20 | 0.01% | 0.41% | 1.21% | Q4 2018 | Q3 2023 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q2 2022 | 20 |
Schoolcraft Capital LLC | 19 | 19 | 0.77% | 0.98% | 1.32% | Q1 2019 | Q3 2023 | 19 |
MASSMUTUAL TRUST CO FSB/ADV | 11 | 1 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q4 2020 | 19 |
Patriot Financial Group Insurance Agency, LLC | 19 | 19 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2022 | 19 |
Global Retirement Partners, LLC | 14 | 5 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 19 |
QCI ASSET MANAGEMENT INC/NY | 14 | 5 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 19 |
CENTAURUS FINANCIAL, INC. | 19 | 19 | 0.01% | 0.23% | 0.53% | Q4 2017 | Q2 2022 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
JFS WEALTH ADVISORS, LLC | 18 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2021 | 19 |
Capital Investment Advisory Services, LLC | 16 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 19 |
BAILARD, INC. | 13 | 2 | 0.04% | 0.20% | 0.42% | Q2 2014 | Q1 2019 | 18 |
NATIONAL PLANNING CORP | 18 | 18 | 0.06% | 0.13% | 0.20% | Q2 2013 | Q3 2017 | 18 |
AGF Investments LLC | 14 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2022 | 18 |
BlackRock Inc. | 18 | 18 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2020 | 18 |
Phocas Financial Corp. | 11 | 1 | 0.00% | 0.02% | 0.03% | Q1 2014 | Q2 2019 | 18 |
QUADRANT CAPITAL GROUP LLC | 8 | 4 | 0.04% | 0.08% | 0.16% | Q2 2015 | Q1 2020 | 18 |
Franklin, Parlapiano, Turner & Welch, LLC | 18 | 18 | 0.05% | 0.36% | 0.62% | Q4 2012 | Q1 2017 | 18 |
Winslow, Evans & Crocker, Inc. | 14 | 4 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2020 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2017 | 18 |
TWO SIGMA SECURITIES, LLC | 8 | 1 | 0.00% | 0.08% | 0.90% | Q3 2015 | Q3 2021 | 18 |
DUBUQUE BANK & TRUST CO | 10 | 1 | 0.00% | 0.00% | 0.06% | Q1 2014 | Q2 2019 | 18 |
WHITTIER TRUST CO OF NEVADA INC | 18 | 18 | 0.01% | 0.02% | 0.05% | Q1 2018 | Q2 2022 | 18 |
Savant Capital, LLC | 18 | 18 | 0.02% | 0.16% | 0.57% | Q2 2019 | Q3 2023 | 18 |
Manchester Capital Management LLC | 15 | 1 | 0.00% | 1.37% | 4.73% | Q2 2013 | Q4 2018 | 17 |
DAVIDSON & GARRARD INC | 17 | 17 | 0.14% | 0.34% | 0.40% | Q3 2013 | Q3 2017 | 17 |
Invesco Ltd. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 17 |
MERCER GLOBAL ADVISORS INC /ADV | 14 | 3 | 0.00% | 0.09% | 0.50% | Q2 2019 | Q3 2023 | 17 |
Windsor Financial Group, LLC | 17 | 17 | 0.54% | 0.87% | 1.30% | Q2 2013 | Q2 2017 | 17 |
MD Financial Management Inc. | 17 | 17 | 2.13% | 3.40% | 4.48% | Q4 2017 | Q4 2021 | 17 |
Alexandria Capital, LLC | 17 | 17 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q3 2017 | 17 |
Trust Co | 17 | 17 | 0.00% | 0.03% | 0.28% | Q1 2015 | Q1 2019 | 17 |
Indiana Trust & Investment Management CO | 11 | 1 | 0.05% | 0.11% | 0.13% | Q3 2015 | Q3 2023 | 17 |
HOWE & RUSLING INC | 14 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 16 |
AMERICAN NATIONAL BANK | 16 | 16 | 0.01% | 0.09% | 0.14% | Q1 2014 | Q4 2017 | 16 |
HOLLENCREST CAPITAL MANAGEMENT | 12 | 4 | 0.00% | 0.22% | 0.38% | Q4 2013 | Q3 2023 | 16 |
Frontier Wealth Management LLC | 11 | 5 | 0.02% | 0.04% | 0.05% | Q1 2015 | Q1 2019 | 16 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 16 | 16 | 0.02% | 0.05% | 0.08% | Q4 2014 | Q3 2018 | 16 |
Alhambra Investment Management LLC | 16 | 16 | 0.21% | 1.30% | 3.63% | Q4 2019 | Q3 2023 | 16 |
RAY GERALD L & ASSOCIATES LTD | 16 | 16 | 0.06% | 0.07% | 0.10% | Q4 2013 | Q3 2017 | 16 |
PINNACLE ASSOCIATES LTD | 16 | 16 | 0.02% | 0.05% | 0.07% | Q2 2013 | Q1 2017 | 16 |
TD Ameritrade Trust Co | 15 | 1 | 1.53% | 2.37% | 3.17% | Q2 2013 | Q2 2017 | 16 |
Investors Research Corp | 15 | 15 | 0.13% | 0.26% | 0.39% | Q1 2020 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q4 2016 | 15 |
Zions Bancorporation | 15 | 15 | 0.00% | 0.03% | 0.43% | Q1 2015 | Q3 2018 | 15 |
Zions Bancorporation, N.A. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2022 | 15 |
INTEGRATED WEALTH COUNSEL, LLC | 15 | 15 | 4.31% | 9.28% | 13.93% | Q2 2013 | Q4 2016 | 15 |
Jackson Hole Capital Partners, LLC | 12 | 3 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 15 |
Atria Investments, Inc | 8 | 1 | 0.01% | 0.04% | 0.08% | Q2 2014 | Q4 2019 | 15 |
Balentine LLC | 13 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2022 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
Leonetti & Associates, LLC | 15 | 15 | 0.56% | 0.68% | 0.78% | Q2 2013 | Q4 2016 | 15 |
HIGH POINT BANK & TRUST CO | 15 | 15 | 0.01% | 0.08% | 0.13% | Q2 2013 | Q4 2016 | 15 |
Marble Harbor Investment Counsel, LLC | 15 | 15 | 0.03% | 0.04% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 15 |
ATLAS CAPITAL ADVISORS LLC | 15 | 15 | 0.05% | 0.33% | 0.44% | Q1 2018 | Q3 2021 | 15 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 15 | 15 | 0.01% | 0.04% | 0.09% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.02% | Q1 2020 | Q3 2023 | 15 |
D.A. DAVIDSON & CO. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q2 2017 | 15 |
Janney Montgomery Scott LLC | 6 | 3 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2019 | 14 |
Florin Court Capital LLP | 5 | 4 | 0.13% | 0.64% | 1.78% | Q3 2017 | Q1 2022 | 14 |
DEUTSCHE BANK AG\ | 6 | 3 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2020 | 14 |
BlueSky Wealth Advisors, LLC | 14 | 14 | 1.53% | 2.24% | 2.49% | Q4 2016 | Q1 2020 | 14 |
Disciplined Investments, LLC | 14 | 14 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q1 2023 | 14 |
D.B. Root & Company, LLC | 8 | 6 | 0.08% | 0.11% | 0.14% | Q1 2018 | Q3 2021 | 14 |
Merriman Wealth Management, LLC | 4 | 1 | 0.17% | 2.82% | 7.91% | Q1 2014 | Q1 2023 | 14 |
Tower Research Capital LLC (TRC) | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 14 |
Global Financial Private Capital, Inc | 14 | 14 | 0.23% | 0.36% | 0.48% | Q1 2017 | Q2 2020 | 14 |
FCG ADVISORS, LLC | 14 | 14 | 0.42% | 1.03% | 1.60% | Q2 2013 | Q3 2016 | 14 |
FRANKLIN RESOURCES INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Coastline Trust Co | 14 | 14 | 0.24% | 0.55% | 0.73% | Q2 2013 | Q3 2016 | 14 |
Wealthstreet Investment Advisors, LLC | 14 | 14 | 0.06% | 0.08% | 0.10% | Q4 2017 | Q1 2021 | 14 |
Pacific Center for Financial Services | 10 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 13 |
CITIZENS FINANCIAL GROUP INC/RI | 11 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2020 | 13 |
KANALY TRUST CO | 13 | 13 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2016 | 13 |
HSBC HOLDINGS PLC | 13 | 13 | 0.00% | 0.02% | 0.04% | Q1 2013 | Q1 2016 | 13 |
GREENWOOD CAPITAL ASSOCIATES LLC | 13 | 13 | 0.08% | 0.16% | 0.25% | Q3 2013 | Q3 2016 | 13 |
Tactical Allocation Group LLC | 13 | 13 | 0.48% | 4.38% | 15.49% | Q2 2013 | Q2 2016 | 13 |
Sumitomo Mitsui Trust Holdings, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2018 | 13 |
FIRSTMERIT BANK N A TRUSTEE | 13 | 13 | 0.04% | 0.05% | 0.07% | Q2 2013 | Q2 2016 | 13 |
CIBC WORLD MARKET INC. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2018 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Veritable, L.P. | 11 | 2 | 0.01% | 0.01% | 0.03% | Q4 2012 | Q4 2017 | 13 |
BARCLAYS PLC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2021 | 13 |
FIRST CITIZENS BANK & TRUST CO | 13 | 13 | 0.02% | 0.07% | 0.28% | Q3 2015 | Q3 2018 | 13 |
Rockefeller Capital Management L.P. | 12 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 13 |
SEI INVESTMENTS CO | 9 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2018 | 13 |
Windham Capital Management, LLC | 8 | 4 | 0.03% | 2.18% | 5.50% | Q2 2013 | Q4 2016 | 12 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 7 | 5 | 0.00% | 0.09% | 0.20% | Q2 2013 | Q3 2023 | 12 |
NewSquare Capital LLC | 4 | 1 | 0.00% | 0.14% | 1.62% | Q2 2013 | Q3 2023 | 12 |
IndexIQ Advisors LLC | 8 | 1 | 0.00% | 0.24% | 0.74% | Q2 2013 | Q1 2017 | 12 |
Hanson & Doremus Investment Management | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2019 | 12 |
RPg Family Wealth Advisory, LLC | 10 | 2 | 0.25% | 0.65% | 0.92% | Q3 2020 | Q3 2023 | 12 |
Blue Edge Capital, LLC | 12 | 12 | 0.60% | 0.68% | 0.74% | Q4 2013 | Q3 2016 | 12 |
EMERSON INVESTMENT MANAGEMENT, LLC | 12 | 12 | 1.66% | 1.76% | 1.92% | Q2 2013 | Q1 2016 | 12 |
VOYA INVESTMENT MANAGEMENT LLC | 12 | 12 | 0.01% | 0.07% | 0.11% | Q3 2015 | Q2 2018 | 12 |
Bay Harbor Wealth Management, LLC | 12 | 12 | 0.02% | 0.25% | 0.64% | Q4 2018 | Q3 2021 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 12 |
Lido Advisors, LLC | 9 | 1 | 0.00% | 0.02% | 0.04% | Q3 2017 | Q3 2023 | 12 |
OLD NATIONAL BANCORP /IN/ | 12 | 12 | 0.02% | 0.03% | 0.04% | Q2 2014 | Q1 2017 | 12 |
FULTON BREAKEFIELD BROENNIMAN LLC | 12 | 12 | 0.08% | 0.10% | 0.14% | Q4 2014 | Q3 2017 | 12 |
LINCOLN NATIONAL CORP | 11 | 1 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q4 2019 | 12 |
Azimuth Capital Management LLC | 11 | 11 | 0.09% | 0.11% | 0.13% | Q2 2013 | Q4 2015 | 11 |
SRS Capital Advisors, Inc. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2021 | 11 |
Parkwood LLC | 11 | 11 | 0.07% | 0.09% | 0.13% | Q4 2013 | Q2 2016 | 11 |
Formidable Asset Management, LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q1 2016 | 11 |
SALEM INVESTMENT COUNSELORS INC | 8 | 3 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q1 2016 | 11 |
Simplicity Solutions, LLC | 6 | 1 | 0.00% | 0.03% | 0.06% | Q1 2017 | Q2 2020 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Bedel Financial Consulting, Inc. | 11 | 11 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q1 2021 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2020 | 11 |
OLD MISSION CAPITAL LLC | 3 | 1 | 0.03% | 0.33% | 1.29% | Q2 2016 | Q3 2023 | 11 |
First Allied Advisory Services, Inc. | 7 | 1 | 0.00% | 0.07% | 0.45% | Q2 2013 | Q3 2019 | 11 |
Personal Capital Advisors Corp | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2022 | 11 |
Strategic Investment Advisors / MI | 7 | 4 | 0.05% | 0.09% | 0.14% | Q1 2019 | Q4 2021 | 11 |
Innova Wealth Partners | 10 | 1 | 0.21% | 1.48% | 3.81% | Q4 2020 | Q3 2023 | 11 |
Oakworth Capital, Inc. | 6 | 1 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2020 | 11 |
Westside Investment Management, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Csenge Advisory Group | 7 | 1 | 0.02% | 0.04% | 0.06% | Q3 2019 | Q3 2022 | 10 |
Madden Advisory Services, Inc. | 7 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2017 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Capital Investment Counsel, Inc | 8 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2022 | 10 |
Lake Point Wealth Management | 5 | 2 | 0.00% | 0.03% | 0.28% | Q4 2018 | Q2 2022 | 10 |
Regal Investment Advisors LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2015 | 10 |
Capital Asset Advisory Services LLC | 8 | 2 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2022 | 10 |
Vantage Investment Advisors, LLC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q1 2016 | 10 |
Clear Perspectives Financial Planning, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
Larson Financial Group LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2022 | 10 |
Bellwether Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
Armbruster Capital Management, Inc. | 10 | 10 | 0.03% | 0.14% | 0.51% | Q4 2015 | Q1 2018 | 10 |
Aveo Capital Partners, LLC | 4 | 1 | 0.07% | 0.10% | 0.12% | Q4 2016 | Q4 2021 | 10 |
PIN OAK INVESTMENT ADVISORS INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
CoreFirst Bank & Trust | 10 | 10 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q1 2023 | 10 |
Walleye Trading LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2017 | 10 |
BDO Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 10 |
Occidental Asset Management, LLC | 10 | 10 | 0.12% | 0.17% | 0.36% | Q2 2016 | Q3 2018 | 10 |
WFG Advisors, LP | 10 | 10 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2015 | 10 |
CURIAN CAPITAL LLC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2015 | 10 |
BBVA USA Bancshares, Inc. | 9 | 1 | 0.01% | 0.06% | 0.08% | Q2 2013 | Q3 2016 | 10 |
CAMG Solamere Management, LLC | 10 | 10 | 0.51% | 1.48% | 1.90% | Q4 2016 | Q1 2019 | 10 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 5 | 5 | 0.00% | 0.14% | 0.33% | Q2 2015 | Q2 2018 | 10 |
Mosaic Financial Partners, Inc. | 8 | 1 | 0.15% | 0.18% | 0.20% | Q2 2013 | Q3 2015 | 9 |
Sequoia Financial Advisors, LLC | 9 | 9 | 0.06% | 0.12% | 0.18% | Q2 2014 | Q2 2016 | 9 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 5 | 4 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2018 | 9 |
Virtu Financial LLC | 2 | 1 | 0.01% | 0.03% | 0.06% | Q3 2017 | Q1 2021 | 9 |
Pinnacle Summer Investments, Inc. | 8 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2015 | 9 |
Unison Advisors LLC | 9 | 9 | 0.17% | 0.19% | 0.24% | Q4 2017 | Q4 2019 | 9 |
ClearBridge Investments | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2019 | 9 |
VALENTINE VENTURES LLC | 9 | 9 | 3.18% | 4.00% | 4.35% | Q4 2014 | Q4 2016 | 9 |
SOL Capital Management CO | 3 | 2 | 0.04% | 0.07% | 0.09% | Q3 2013 | Q2 2023 | 9 |
Jaffetilchin Investment Partners, LLC | 9 | 9 | 0.03% | 0.05% | 0.08% | Q1 2021 | Q1 2023 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.00% | 0.00% | 0.03% | Q2 2021 | Q3 2023 | 9 |
SUNFLOWER BANK, NA WEALTH MANAGEMENT | 9 | 9 | 0.09% | 0.24% | 0.31% | Q1 2018 | Q1 2020 | 9 |
Retirement Planning Group, LLC | 9 | 9 | 0.08% | 0.11% | 0.25% | Q2 2013 | Q2 2015 | 9 |
Advisory Alpha, LLC | 9 | 9 | 0.00% | 0.40% | 0.93% | Q3 2016 | Q3 2018 | 9 |
Brand Asset Management Group, Inc. | 9 | 9 | 0.01% | 0.03% | 0.05% | Q2 2018 | Q2 2020 | 9 |
Center for Financial Planning, Inc. | 9 | 9 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2021 | 9 |
PARK AVENUE SECURITIES LLC | 6 | 3 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 9 |
TD Capital Management LLC | 9 | 9 | 0.00% | 0.10% | 0.17% | Q1 2014 | Q1 2016 | 9 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 7 | 2 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q4 2019 | 9 |
First City Capital Management, Inc. | 9 | 9 | 0.00% | 0.00% | 0.03% | Q1 2014 | Q1 2016 | 9 |
Neuberger Berman Group LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2017 | 9 |
FINANCIAL CONSULATE, INC | 9 | 9 | 0.54% | 0.81% | 0.95% | Q4 2016 | Q4 2018 | 9 |
ING GROEP NV | 8 | 1 | 0.08% | 0.19% | 0.28% | Q2 2018 | Q3 2022 | 9 |
Tortoise Investment Management, LLC | 9 | 9 | 0.01% | 0.02% | 0.04% | Q4 2012 | Q4 2014 | 9 |
Qube Research & Technologies Ltd | 8 | 1 | 0.00% | 0.02% | 0.06% | Q1 2021 | Q2 2023 | 9 |
Capital Investment Advisors, LLC | 6 | 3 | 0.02% | 0.07% | 0.12% | Q4 2013 | Q4 2016 | 9 |
Perigon Wealth Management, LLC | 8 | 1 | 0.00% | 0.02% | 0.04% | Q2 2016 | Q4 2020 | 9 |
FLOW TRADERS U.S. LLC | 4 | 1 | 0.00% | 0.05% | 0.23% | Q4 2013 | Q4 2021 | 9 |
BRIDGES INVESTMENT MANAGEMENT INC | 8 | 8 | 0.05% | 0.05% | 0.06% | Q4 2014 | Q3 2016 | 8 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 8 | 8 | 0.36% | 0.52% | 1.25% | Q2 2013 | Q1 2015 | 8 |
IFC Holdings Incorporated/FL | 5 | 1 | 0.03% | 0.04% | 0.05% | Q2 2014 | Q4 2017 | 8 |
NATIXIS ADVISORS, L.P. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 8 |
First Horizon Advisors, Inc. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
High Falls Advisors, Inc | 6 | 2 | 0.64% | 1.25% | 1.77% | Q2 2018 | Q2 2020 | 8 |
Aptus Capital Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Cetera Advisors LLC | 7 | 1 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q1 2019 | 8 |
KEYBANK NATIONAL ASSOCIATION/OH | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q3 2019 | 8 |
Gould Capital, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
JUNCTURE WEALTH STRATEGIES, LLC | 8 | 8 | 0.45% | 0.93% | 1.31% | Q4 2014 | Q3 2016 | 8 |
MEEDER ASSET MANAGEMENT INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 8 |
Ironsides Asset Advisors, LLC | 5 | 3 | 0.06% | 0.14% | 0.20% | Q2 2014 | Q4 2019 | 8 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 7 | 1 | 0.02% | 0.02% | 0.03% | Q2 2014 | Q2 2016 | 8 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.04% | 0.08% | Q4 2014 | Q4 2021 | 8 |
MARYLAND CAPITAL ADVISORS INC. | 8 | 8 | 0.00% | 0.33% | 0.81% | Q4 2021 | Q3 2023 | 8 |
Tradition Wealth Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Financial Architects, Inc | 5 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2019 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.06% | 0.09% | 0.11% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
BANK OF NOVA SCOTIA | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
Virtu KCG Holdings LLC | 2 | 1 | 0.00% | 0.02% | 0.10% | Q4 2013 | Q2 2017 | 8 |
Nelson Capital Management, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q2 2019 | 8 |
WEST CHESTER CAPITAL ADVISORS, INC | 7 | 1 | 0.06% | 0.34% | 0.46% | Q2 2013 | Q2 2015 | 8 |
Bank of Kentucky, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2015 | 8 |
Capital Advisors, Ltd. LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2015 | 8 |
Upper Left Wealth Management, LLC | 8 | 8 | 0.34% | 0.53% | 1.20% | Q4 2021 | Q3 2023 | 8 |
Strategic Wealth Partners, Ltd. | 8 | 8 | 0.00% | 0.36% | 0.58% | Q4 2017 | Q3 2019 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 0.07% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q1 2021 | 7 |
SCOTIA CAPITAL INC. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q3 2017 | 7 |
MILLENNIUM MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2019 | 7 |
Sugarloaf Wealth Management, LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q2 2021 | 7 |
B. Riley Wealth Management, Inc. | 6 | 1 | 0.01% | 0.02% | 0.04% | Q1 2014 | Q2 2020 | 7 |
Integrated Wealth Management | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2016 | 7 |
Bank of New Hampshire | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
JOYN Advisors, Inc. | 7 | 7 | 0.05% | 0.36% | 1.98% | Q3 2018 | Q1 2020 | 7 |
SIMON QUICK ADVISORS, LLC | 4 | 3 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2021 | 7 |
FOUNDERS BANK & TRUST | 7 | 7 | 0.05% | 0.06% | 0.08% | Q2 2013 | Q4 2014 | 7 |
Lattice Strategies LLC | 7 | 7 | 0.15% | 0.50% | 1.63% | Q2 2013 | Q4 2014 | 7 |
WADE G W & INC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2022 | 7 |
CENTRAL TRUST Co | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2021 | 7 |
Chicago Partners Investment Group LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2018 | 7 |
Cambria Investment Management, L.P. | 3 | 1 | 0.01% | 0.54% | 1.05% | Q4 2014 | Q1 2019 | 7 |
Gradient Investments LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2021 | 7 |
SYNOVUS FINANCIAL CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2020 | 7 |
BerganKDV Wealth Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 7 |
Newbridge Financial Services Group, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 7 |
Claret Asset Management Corp | 7 | 7 | 0.04% | 0.06% | 0.09% | Q2 2018 | Q4 2019 | 7 |
Parasol Investment Management, LLC | 7 | 7 | 0.01% | 0.05% | 0.06% | Q4 2013 | Q2 2015 | 7 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 7 | 7 | 0.06% | 0.06% | 0.07% | Q2 2013 | Q4 2014 | 7 |
Clearstead Advisors, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 7 |
AWM CAPITAL, LLC | 7 | 7 | 0.74% | 0.97% | 1.32% | Q1 2022 | Q3 2023 | 7 |
Camelot Portfolios, LLC | 7 | 7 | 0.09% | 0.11% | 0.13% | Q4 2020 | Q2 2022 | 7 |
Aletheian Wealth Advisors LLC | 4 | 3 | 0.21% | 0.35% | 0.62% | Q1 2022 | Q4 2023 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
FFT WEALTH MANAGEMENT LLC | 7 | 7 | 0.85% | 1.29% | 1.66% | Q4 2018 | Q2 2020 | 7 |
Allworth Financial LP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 7 |
Sterling Investment Advisors, Ltd. | 7 | 7 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q4 2019 | 7 |
COWA, LLC | 5 | 2 | 0.04% | 0.13% | 0.20% | Q4 2020 | Q3 2022 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q4 2014 | 7 |
MURPHY CAPITAL MANAGEMENT INC | 7 | 7 | 0.04% | 0.35% | 0.88% | Q1 2015 | Q3 2016 | 7 |
OPPENHEIMER & CO INC | 2 | 2 | 0.01% | 0.01% | 0.04% | Q1 2014 | Q1 2018 | 6 |
MML INVESTORS SERVICES, LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q2 2019 | 6 |
Covestor Ltd | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
BAIRD ROBERT W & CO INC /WI/ | 6 | 6 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q3 2014 | 6 |
Renaissance Technologies | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2023 | 6 |
MANAGED ACCOUNT ADVISORS LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2015 | 6 |
Alliance Wealth Management Group | 6 | 6 | 0.14% | 0.30% | 0.37% | Q1 2017 | Q2 2018 | 6 |
Mariner, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 6 |
Private Capital Group, LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q4 2019 | 6 |
UBS AG | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
IHT Wealth Management, LLC | 6 | 6 | 0.00% | 0.10% | 0.52% | Q4 2016 | Q1 2018 | 6 |
SAX WEALTH ADVISORS, LLC | 6 | 6 | 0.07% | 0.20% | 0.33% | Q4 2020 | Q1 2022 | 6 |
Stifel Trust Company, N.A. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
First PREMIER Bank | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q1 2020 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2014 | 6 |
Patten Group, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2017 | 6 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q1 2021 | 6 |
Family Firm, Inc. | 3 | 3 | 0.10% | 0.10% | 0.12% | Q4 2014 | Q3 2016 | 6 |
Baker Avenue Asset Management, LP | 5 | 1 | 0.00% | 0.24% | 1.33% | Q2 2013 | Q3 2023 | 6 |
ROCKLAND TRUST CO | 6 | 6 | 0.04% | 0.06% | 0.07% | Q1 2017 | Q2 2018 | 6 |
Cypress Wealth Advisors LLC | 6 | 6 | 0.11% | 0.14% | 0.19% | Q2 2015 | Q3 2016 | 6 |
M Holdings Securities, Inc. | 6 | 6 | 0.18% | 0.73% | 1.44% | Q1 2014 | Q2 2015 | 6 |
B & T Capital Management DBA Alpha Capital Management | 6 | 6 | 0.21% | 0.25% | 0.37% | Q2 2013 | Q3 2014 | 6 |
PFS INVESTMENTS INC. | 6 | 6 | 0.02% | 0.08% | 0.12% | Q1 2020 | Q2 2021 | 6 |
M&R CAPITAL MANAGEMENT INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2017 | 6 |
BOSTON PRIVATE BANK & TRUST CO | 6 | 6 | 0.02% | 0.02% | 0.04% | Q4 2013 | Q1 2015 | 6 |
Capital Bank & Trust Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 6 |
TUDOR INVESTMENT CORP ET AL | 5 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 6 |
BB&T SECURITIES, LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q1 2018 | 6 |
TRUST CO OF VERMONT | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2020 | 6 |
Accel Wealth Management | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
BERNZOTT CAPITAL ADVISORS | 5 | 1 | 0.04% | 0.05% | 0.05% | Q2 2014 | Q1 2016 | 6 |
Hilltop Holdings Inc. | 5 | 5 | 0.10% | 0.11% | 0.12% | Q3 2013 | Q3 2014 | 5 |
SVB WEALTH LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 5 |
Traverso Chambers Private Wealth Management, LLC | 5 | 5 | 0.15% | 0.17% | 0.18% | Q4 2018 | Q4 2019 | 5 |
Wilmington Trust Investment Management, LLC | 5 | 5 | 0.36% | 0.42% | 0.52% | Q2 2013 | Q2 2014 | 5 |
ACG Wealth | 3 | 1 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q1 2019 | 5 |
MAI Capital Management | 5 | 5 | 0.02% | 0.15% | 0.28% | Q4 2014 | Q4 2015 | 5 |
Royal Fund Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2019 | 5 |
WOLVERINE TRADING, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2017 | 5 |
Stamos Capital Partners, L.P. | 5 | 5 | 0.15% | 0.68% | 0.93% | Q3 2020 | Q3 2021 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.02% | 0.03% | 0.07% | Q3 2021 | Q3 2022 | 5 |
Lee Financial Co | 5 | 5 | 0.03% | 0.04% | 0.08% | Q2 2017 | Q2 2018 | 5 |
Private Advisory Group LLC | 5 | 5 | 0.42% | 0.63% | 0.80% | Q2 2018 | Q2 2019 | 5 |
Beacon Pointe Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 5 |
Apriem Advisors | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2017 | 5 |
Valeo Financial Advisors, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2020 | 5 |
Fiduciary Trust Co International of Pennsylvania | 4 | 1 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q1 2019 | 5 |
Cordasco Financial Network | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q4 2014 | 5 |
Advisors Preferred, LLC | 2 | 1 | 0.01% | 0.03% | 0.07% | Q2 2014 | Q4 2019 | 5 |
AEGON USA Investment Management, LLC | 5 | 5 | 0.13% | 0.46% | 0.67% | Q2 2013 | Q2 2014 | 5 |
Verition Fund Management LLC | 4 | 1 | 0.03% | 0.06% | 0.09% | Q2 2016 | Q3 2017 | 5 |
Baltimore-Washington Financial Advisors, Inc. | 5 | 5 | 0.01% | 0.12% | 0.23% | Q3 2014 | Q3 2015 | 5 |
Argentus Capital Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.03% | Q3 2015 | Q3 2016 | 5 |
Clearstead Trust, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
LILLEY & CO | 5 | 5 | 0.10% | 0.11% | 0.12% | Q2 2013 | Q2 2014 | 5 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 5 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 5 | 5 | 1.77% | 1.81% | 1.90% | Q3 2022 | Q3 2023 | 5 |
Cedar Wealth Management, LLC | 5 | 5 | 0.06% | 0.08% | 0.12% | Q2 2018 | Q2 2019 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2016 | 5 |
Cerity Partners LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q1 2023 | 5 |
Pinnacle Wealth Management Advisory Group, LLC | 4 | 1 | 0.18% | 0.24% | 0.29% | Q4 2014 | Q1 2016 | 5 |
BREMER TRUST NATIONAL ASSOCIATION | 3 | 2 | 0.06% | 0.08% | 0.11% | Q3 2017 | Q4 2018 | 5 |
Cutler Group LLC / CA | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q1 2017 | 5 |
FIRST INTERSTATE BANK | 3 | 2 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q4 2019 | 5 |
Surevest, LLC | 4 | 1 | 0.02% | 0.16% | 0.22% | Q4 2018 | Q3 2022 | 5 |
NORTHWEST WEALTH MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 5 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.04% | 0.14% | Q1 2015 | Q3 2016 | 5 |
COLONY GROUP LLC | 5 | 5 | 0.04% | 0.09% | 0.14% | Q4 2014 | Q4 2015 | 5 |
Partnervest Advisory Services LLC | 5 | 5 | 0.00% | 0.28% | 0.73% | Q2 2013 | Q2 2014 | 5 |
Perella Weinberg Partners Capital Management LP | 4 | 1 | 0.09% | 2.79% | 7.41% | Q1 2015 | Q2 2019 | 5 |
HAP Trading, LLC | 4 | 4 | 0.02% | 0.12% | 0.20% | Q2 2021 | Q1 2022 | 4 |
Barnett & Company, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2017 | 4 |
B. Riley Wealth Advisors, Inc. | 2 | 1 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q4 2014 | 4 |
3D ASSET MANAGEMENT, INC | 4 | 4 | 0.91% | 1.14% | 1.41% | Q1 2016 | Q4 2016 | 4 |
REBALANCE, LLC | 4 | 4 | 0.06% | 0.07% | 0.07% | Q4 2022 | Q3 2023 | 4 |
MARSHALL WACE, LLP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2021 | 4 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2021 | 4 |
WEALTHSOURCE PARTNERS, LLC | 4 | 4 | 0.04% | 0.10% | 0.14% | Q1 2019 | Q4 2019 | 4 |
S.A. Mason LLC | 4 | 4 | 0.03% | 0.08% | 0.12% | Q4 2019 | Q3 2020 | 4 |
CAROLINAS WEALTH CONSULTING LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
Homrich & Berg | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Sunbelt Securities, Inc. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 4 |
Phoenix Wealth Advisors | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
Valtinson Bruner Financial Planning LLC | 4 | 4 | 0.14% | 0.22% | 0.29% | Q3 2019 | Q2 2020 | 4 |
Krilogy Financial LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q2 2016 | 4 |
FutureAdvisor, Inc. | 4 | 4 | 0.62% | 0.99% | 1.58% | Q4 2014 | Q3 2015 | 4 |
Dynamic Advisor Solutions LLC | 4 | 4 | 0.06% | 0.08% | 0.10% | Q1 2019 | Q4 2019 | 4 |
Financial Gravity Asset Management, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
INVESTMENT PARTNERS, LTD. | 2 | 1 | 0.12% | 0.15% | 0.21% | Q1 2015 | Q4 2017 | 4 |
FineMark National Bank & Trust | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2015 | 4 |
WEST BANCORPORATION INC | 4 | 4 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q3 2020 | 4 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q1 2023 | 4 |
Capital Planning Advisors, LLC | 4 | 4 | 0.07% | 0.09% | 0.13% | Q4 2018 | Q3 2019 | 4 |
COMERICA BANK | 2 | 1 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 4 |
Gemmer Asset Management LLC | 3 | 1 | 0.00% | 0.02% | 0.03% | Q3 2014 | Q4 2017 | 4 |
Eagle Bay Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q1 2014 | 4 |
BBJS FINANCIAL ADVISORS, LLC | 4 | 4 | 0.59% | 0.73% | 0.87% | Q4 2022 | Q3 2023 | 4 |
Berman Capital Advisors, LLC | 4 | 4 | 0.00% | 0.03% | 0.06% | Q1 2020 | Q4 2020 | 4 |
Heritage Trust Co | 4 | 4 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q4 2017 | 4 |
Walkner Condon Financial Advisors LLC | 4 | 4 | 0.20% | 0.61% | 0.82% | Q4 2019 | Q3 2020 | 4 |
ASSOCIATED BANC-CORP | 4 | 4 | 0.09% | 0.10% | 0.10% | Q1 2020 | Q4 2020 | 4 |
ROBERTSON STEPHENS ADVISORS LLC | 4 | 4 | 0.60% | 0.87% | 1.05% | Q4 2016 | Q3 2017 | 4 |
Foundations Investment Advisors, LLC | 3 | 1 | 0.14% | 0.28% | 0.57% | Q2 2018 | Q2 2019 | 4 |
DAVIDSON TRUST CO | 4 | 4 | 0.29% | 0.29% | 0.30% | Q2 2020 | Q1 2021 | 4 |
AlphaMark Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 4 |
BBR PARTNERS, LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q3 2019 | Q2 2020 | 4 |
Mirae Asset Global Investments Co., Ltd. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 4 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 3 | 1 | 1.88% | 2.77% | 3.23% | Q2 2015 | Q2 2018 | 4 |
Sterling Financial Planning, Inc. | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2020 | Q3 2021 | 4 |
Peachtree Investment Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2015 | 4 |
PEAK6 Group LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
Legacy Private Trust Co. | 2 | 1 | 0.03% | 0.04% | 0.07% | Q2 2014 | Q1 2017 | 4 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3 | 1 | 0.00% | 0.13% | 0.19% | Q1 2021 | Q3 2023 | 4 |
Norway Savings Bank | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
HB Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Selective Wealth Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Archer Investment Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Compagnie Lombard Odier SCmA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2014 | 3 |
Waverly Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2015 | 3 |
Edge Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Main Management LLC | 3 | 3 | 1.27% | 1.32% | 1.36% | Q2 2013 | Q4 2013 | 3 |
Systematic Alpha Investments, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
WRAPMANAGER INC | 3 | 3 | 0.08% | 0.08% | 0.08% | Q2 2019 | Q4 2019 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.04% | 0.04% | 0.05% | Q4 2017 | Q4 2018 | 3 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
NWAM LLC | 3 | 3 | 0.11% | 0.11% | 0.12% | Q1 2013 | Q3 2013 | 3 |
First Heartland Consultants, Inc. | 2 | 1 | 0.10% | 0.13% | 0.17% | Q2 2013 | Q2 2014 | 3 |
LS Investment Advisors, LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q2 2013 | Q4 2013 | 3 |
Jane Street Holding, LLC | 2 | 2 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q4 2013 | 3 |
Pacifica Partners Inc. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q4 2023 | 3 |
FORVIS Wealth Advisors, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q2 2018 | 3 |
Westchester Capital Management, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q4 2013 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Prime Capital Investment Advisors, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q2 2018 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.07% | 0.08% | 0.09% | Q4 2017 | Q2 2018 | 3 |
AlphaStar Capital Management, LLC | 3 | 3 | 0.08% | 0.09% | 0.12% | Q4 2017 | Q2 2018 | 3 |
Blume Capital Management, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q2 2014 | 3 |
Haverford Trust Co | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2018 | 3 |
THRIVENT FINANCIAL FOR LUTHERANS | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2015 | 3 |
Pathway Financial Advisors LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q2 2018 | 3 |
Ellevest, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
First Personal Financial Services | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2018 | 3 |
Global Wealth Management Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 3 |
PRUDENTIAL FINANCIAL INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Allianz Asset Management GmbH | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
FIDUCIARY TRUST CO | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2020 | 3 |
St. Louis Trust Co | 3 | 3 | 0.20% | 0.21% | 0.21% | Q1 2018 | Q3 2018 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 3 |
AVIANCE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.03% | 0.07% | Q2 2016 | Q2 2017 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Trexquant Investment LP | 3 | 3 | 0.03% | 0.06% | 0.09% | Q1 2020 | Q3 2020 | 3 |
Baird Financial Group, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
V Wealth Advisors LLC | 3 | 3 | 0.74% | 0.98% | 1.45% | Q1 2016 | Q3 2016 | 3 |
Guardian Wealth Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Firestone Capital Management | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2020 | 3 |
Trail Ridge Investment Advisors, LLC | 3 | 3 | 0.21% | 0.37% | 0.45% | Q4 2021 | Q2 2022 | 3 |
Cetera Advisor Networks LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q2 2020 | 3 |
Man Investments Ltd | 2 | 1 | 0.18% | 0.26% | 0.31% | Q3 2013 | Q2 2014 | 3 |
Crabel Capital Management, LLC | 1 | 1 | 0.09% | 0.12% | 0.19% | Q4 2017 | Q1 2021 | 3 |
EATON VANCE MANAGEMENT | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 3 |
Ausdal Financial Partners, Inc. | 3 | 3 | 0.26% | 0.27% | 0.31% | Q2 2019 | Q4 2019 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 3 |
Plante Moran Financial Advisors, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q1 2019 | 3 |
Bremer Bank National Association | 3 | 3 | 0.07% | 0.07% | 0.08% | Q1 2019 | Q3 2019 | 3 |
SHINE INVESTMENT ADVISORY SERVICES INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q2 2022 | 3 |
CITY NATIONAL BANK | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2015 | 3 |
Enterprise Trust & Investment Co | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2020 | 3 |
SMITH SHELLNUT WILSON LLC /ADV | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2021 | 3 |
Strategic Capital Alternatives LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q3 2014 | Q3 2015 | 3 |
MONEY CONCEPTS CAPITAL CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 3 |
ROPES WEALTH ADVISORS LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q2 2018 | 3 |
ATHERTON LANE ADVISERS, LLC | 3 | 3 | 0.04% | 0.05% | 0.07% | Q2 2014 | Q4 2014 | 3 |
CIBC Private Wealth Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
FINANCIAL COUNSELORS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q2 2016 | 2 |
IBERIABANK CORP | 2 | 2 | 0.38% | 0.39% | 0.41% | Q1 2013 | Q2 2013 | 2 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 2 | 2 | 0.53% | 0.98% | 1.42% | Q2 2021 | Q3 2021 | 2 |
Grove Bank & Trust | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
tru Independence LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 2 |
Mutual Advisors, LLC | 1 | 1 | 0.07% | 0.08% | 0.08% | Q1 2020 | Q1 2021 | 2 |
Princeton Global Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
INSIGNEO ADVISORY SERVICES, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q1 2023 | 2 |
Research Affiliates, LLC | 2 | 2 | 0.54% | 0.55% | 0.56% | Q2 2013 | Q3 2013 | 2 |
CAPITAL GUARDIAN TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 2 |
SHEETS SMITH WEALTH MANAGEMENT | 2 | 2 | 0.36% | 0.40% | 0.44% | Q1 2013 | Q2 2013 | 2 |
BRIDGES INVESTMENT COUNSEL INC/ | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2015 | Q4 2015 | 2 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2014 | 2 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Advocacy Wealth Management Services, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2016 | 2 |
Trilogy Capital Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2022 | 2 |
LOEB PARTNERS CORP | 2 | 2 | 0.17% | 0.17% | 0.18% | Q2 2013 | Q3 2013 | 2 |
Banyan Partners, LLC | 2 | 2 | 0.03% | 0.07% | 0.12% | Q3 2013 | Q4 2013 | 2 |
Crosspoint Capital Strategies, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q3 2015 | Q4 2015 | 2 |
CI INVESTMENTS INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Concert Wealth Management Inc. | 1 | 1 | 0.01% | 0.02% | 0.04% | Q3 2015 | Q3 2016 | 2 |
Financial Enhancement Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Arkadios Wealth Advisors | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
LVW Advisors, LLC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q4 2014 | Q1 2015 | 2 |
MYCIO WEALTH PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
FIRST MANHATTAN CO. LLC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2017 | 2 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q3 2018 | 2 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 2 |
Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.03% | 0.05% | Q4 2018 | Q1 2019 | 2 |
NEW ENGLAND SECURITIES CORP /MA/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Stearns Financial Services Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 2 |
TORONTO DOMINION BANK | 2 | 2 | 0.02% | 0.02% | 0.03% | Q3 2018 | Q4 2018 | 2 |
NAPLES GLOBAL ADVISORS, LLC | 2 | 2 | 0.08% | 0.15% | 0.22% | Q1 2016 | Q2 2016 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2013 | 2 |
ROCKEFELLER FINANCIAL SERVICES INC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2013 | 2 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Elmwood Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2020 | 2 |
Idaho Trust Bank | 2 | 2 | 0.69% | 0.70% | 0.72% | Q2 2023 | Q3 2023 | 2 |
GREAT VALLEY ADVISOR GROUP, INC. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Community Bank, N.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Donald L. Hagan, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2016 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Forward Management, LLC | 2 | 2 | 0.02% | 0.06% | 0.10% | Q2 2016 | Q3 2016 | 2 |
Barber Financial Group, Inc. | 1 | 1 | 0.09% | 0.16% | 0.23% | Q4 2017 | Q1 2020 | 2 |
Winchester Group Inc. | 2 | 2 | 0.61% | 0.61% | 0.61% | Q2 2013 | Q3 2013 | 2 |
WASHINGTON TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2022 | 2 |
HERITAGE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2022 | 2 |
iAB Financial Bank | 2 | 2 | 0.08% | 0.08% | 0.09% | Q3 2016 | Q4 2016 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
Ascent Group, LLC | 1 | 1 | 0.02% | 0.04% | 0.05% | Q2 2022 | Q2 2023 | 2 |
PEOPLES FINANCIAL SERVICES CORP. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
SouthState Corp | 1 | 1 | 0.00% | 0.02% | 0.05% | Q1 2014 | Q4 2021 | 2 |
Intellectus Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Bell Bank | 2 | 2 | 0.29% | 0.31% | 0.34% | Q2 2013 | Q3 2013 | 2 |
Paloma Partners Management Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
LANDAAS & CO /WI /ADV | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
GeoWealth Management, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2022 | 2 |
RWA WEALTH PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
ERTS Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q1 2019 | 2 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 2 |
Cable Hill Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Hemenway Trust Co LLC | 1 | 1 | 0.05% | 0.06% | 0.06% | Q2 2014 | Q1 2015 | 2 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.12% | 0.24% | Q1 2018 | Q3 2023 | 2 |
Ancora Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
SKBA CAPITAL MANAGEMENT LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q2 2016 | 2 |
Ruggie Capital Group | 1 | 1 | 0.00% | 0.04% | 0.08% | Q2 2016 | Q4 2018 | 2 |
WealthTrust-Arizona, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q3 2014 | 2 |
AVALON CAPITAL MANAGEMENT | 2 | 2 | 0.61% | 0.64% | 0.67% | Q3 2014 | Q4 2014 | 2 |
BARRETT & COMPANY, INC. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q4 2022 | 2 |
Gerstein Fisher | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2013 | Q4 2013 | 2 |
Semmax Financial Advisors Inc. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Holistic Financial Partners | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q1 2018 | 2 |
Focused Wealth Management, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
BOSTON FINANCIAL MANGEMENT LLC | 2 | 2 | 0.71% | 0.72% | 0.72% | Q2 2016 | Q3 2016 | 2 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Julex Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2019 | 2 |
BTR CAPITAL MANAGEMENT INC | 2 | 2 | 0.06% | 0.09% | 0.12% | Q1 2015 | Q2 2015 | 2 |
RiverFront Investment Group, LLC | 2 | 2 | 0.42% | 0.43% | 0.44% | Q3 2009 | Q4 2009 | 2 |
Lindbrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
WP Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Summit Trail Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
DOHJ, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2021 | Q2 2021 | 1 |
Towercrest Capital Management | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2018 | Q2 2018 | 1 |
MATHER GROUP, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
EPG Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Perkins Coie Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Rehmann Capital Advisory Group | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2012 | Q4 2012 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Johanson Financial Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Independent Portfolio Consultants, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2015 | Q4 2015 | 1 |
Paradigm Financial Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2014 | Q1 2014 | 1 |
GRIMES & COMPANY, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
Israel Discount Bank of New York | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
1832 Asset Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Arcus Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Laurion Capital Management LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Financial Advocates Investment Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
KING LUTHER CAPITAL MANAGEMENT CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Spot Trading L.L.C | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
SNS Financial Group, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2013 | Q1 2013 | 1 |
First Allied Asset Management, Inc. | 1 | 1 | 0.99% | 0.99% | 0.99% | Q2 2013 | Q2 2013 | 1 |
Ledyard National Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Silver Bridge Capital Management LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2013 | Q2 2013 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2016 | Q2 2016 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
AHL Partners LLP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2014 | Q3 2014 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2013 | Q2 2013 | 1 |
Squar Milner Financial Services LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
BANYAN CAPITAL MANAGEMENT, INC. | 1 | 1 | 1.63% | 1.63% | 1.63% | Q4 2018 | Q4 2018 | 1 |
Executive Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
UBS ASSET MANAGEMENT AMERICAS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
VSR Financial Services, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2014 | Q1 2014 | 1 |
Prosperity Financial Group, Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2023 | Q2 2023 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
BALLAST ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Ameritas Investment Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Tempus Wealth Planning, LLC | 1 | 1 | 3.11% | 3.11% | 3.11% | Q4 2019 | Q4 2019 | 1 |
McClarren Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Wealthspire Advisors, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
WealthOne, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Red Door Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Endurance Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Risk Paradigm Group, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q3 2016 | Q3 2016 | 1 |
Vontobel Swiss Wealth Advisors AG | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2014 | Q4 2014 | 1 |
ELEMENT POINTE ADVISORS, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2018 | Q4 2018 | 1 |
COMMERCE BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Wealth Alliance | 1 | 1 | 1.21% | 1.21% | 1.21% | Q4 2019 | Q4 2019 | 1 |
Fusion Investment Group, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2013 | Q4 2013 | 1 |
Blue Sky Asset Management, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q1 2019 | Q1 2019 | 1 |
Bison Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
LODESTAR INVESTMENT COUNSEL LLC/IL | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
Savior LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Baystate Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Bridge Advisory, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2022 | Q2 2022 | 1 |
Sargent Bickham Lagudis LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
RDA Financial Network | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2019 | Q1 2019 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Thomasville National Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Holloway Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
FIRST MIDWEST BANK TRUST DIVISION | 1 | 1 | 0.44% | 0.44% | 0.44% | Q2 2013 | Q2 2013 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
CUMBERLAND ADVISORS INC | 1 | 1 | 1.62% | 1.62% | 1.62% | Q4 2015 | Q4 2015 | 1 |
COBIZ WEALTH, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2014 | Q3 2014 | 1 |
PIERSHALE FINANCIAL GROUP, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Litman Gregory Wealth Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Archford Capital Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
JAMES INVESTMENT RESEARCH INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
THOMPSON SIEGEL & WALMSLEY LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
West Oak Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
PINNACLE FINANCIAL PARTNERS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q4 2017 | 1 |
DCM Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
THORNBURG INVESTMENT MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Stuart Chaussee & Associates, Inc. | 1 | 1 | 3.27% | 3.27% | 3.27% | Q3 2017 | Q3 2017 | 1 |
Edge Wealth Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Wagner Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2018 | Q3 2018 | 1 |
Global Trust Asset Management, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2017 | Q4 2017 | 1 |
Fortis Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Outlook Wealth Advisors, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2018 | Q4 2018 | 1 |
MCF Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
JNBA Financial Advisors | 1 | 1 | 5.98% | 5.98% | 5.98% | Q3 2016 | Q3 2016 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Legacy Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
EXCELSIA, INC. | 1 | 1 | 6.78% | 6.78% | 6.78% | Q4 2014 | Q4 2014 | 1 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2021 | Q3 2021 | 1 |
Cassady Schiller Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Black Swift Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
SIMPLEX TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 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 |
Brinker Capital Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
ISTHMUS PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Rossmore Private Capital | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2017 | Q4 2017 | 1 |
US FINANCIAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
Hoxton Financial, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
SPINNAKER TRUST | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2014 | Q1 2014 | 1 |
Carnick & Kubik, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2015 | Q3 2015 | 1 |
America First Investment Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q1 2017 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Concord Wealth Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
BALDWIN BROTHERS LLC/MA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
HHM Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Argent Trust Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
PUZO MICHAEL J | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2013 | Q2 2013 | 1 |
Pinkerton Retirement Specialists, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Platte River Wealth Advisors, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2019 | Q4 2019 | 1 |
SHAPIRO ROBERT N | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
FIDUCIENT ADVISORS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
CT Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
SOLARIS ASSET MANAGEMENT LLC | 1 | 1 | 0.75% | 0.75% | 0.75% | Q2 2013 | Q2 2013 | 1 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
KCS Wealth Advisory | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Fortis Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
EASTERN BANK | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
ADIRONDACK TRUST CO | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2016 | Q2 2016 | 1 |
FIRST FOUNDATION ADVISORS | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2013 | Q3 2013 | 1 |
Legacy Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
BEACON FINANCIAL GROUP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2013 | Q4 2013 | 1 |
ALLIANCEBERNSTEIN L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
McAdam, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2013 | Q1 2013 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Bluefin Trading, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q2 2014 | 1 |
Covenant Multifamily Offices, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2013 | Q4 2013 | 1 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
JANICZEK WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 1.23% | 1.23% | 1.23% | Q4 2016 | Q4 2016 | 1 |
EVOKE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
MONROE BANK & TRUST/MI | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
TURNER INVESTMENTS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 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.