Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 40 | 40 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 95 |
HUNTINGTON NATIONAL BANK | 47 | 47 | 0.00% | 0.23% | 0.48% | Q1 2012 | Q3 2023 | 47 |
MUFG Americas Holdings Corp | 40 | 5 | 0.00% | 0.02% | 0.09% | Q4 2010 | Q3 2022 | 45 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.01% | 0.40% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
CAPITAL CITY TRUST CO/FL | 42 | 42 | 0.22% | 0.48% | 0.72% | Q2 2013 | Q3 2023 | 42 |
BESSEMER GROUP INC | 42 | 42 | 0.00% | 0.06% | 0.30% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.07% | 0.26% | Q2 2013 | Q3 2023 | 42 |
Sandy Spring Bank | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.02% | 0.13% | 0.33% | Q2 2013 | Q3 2023 | 42 |
Windsor Capital Management, LLC | 42 | 42 | 2.18% | 3.71% | 5.47% | Q2 2013 | Q3 2023 | 42 |
NTV ASSET MANAGEMENT LLC | 42 | 42 | 1.30% | 1.66% | 2.66% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 42 | 42 | 0.00% | 0.06% | 0.30% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Prospera Financial Services Inc | 42 | 42 | 0.03% | 0.29% | 1.69% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.02% | 0.07% | 0.10% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.03% | 0.12% | 0.22% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
HighTower Advisors, LLC | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.04% | 0.09% | 0.20% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
AMERICAN NATIONAL BANK | 42 | 42 | 0.01% | 0.23% | 0.58% | Q2 2013 | Q3 2023 | 42 |
PINNACLE ASSOCIATES LTD | 42 | 42 | 0.02% | 0.09% | 0.22% | Q2 2013 | Q3 2023 | 42 |
WELLINGTON MANAGEMENT GROUP LLP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.07% | 0.18% | 0.60% | Q2 2013 | Q3 2023 | 42 |
JAMES INVESTMENT RESEARCH INC | 42 | 42 | 0.01% | 0.42% | 1.50% | Q2 2013 | Q3 2023 | 42 |
Transamerica Financial Advisors, Inc. | 42 | 42 | 0.00% | 0.39% | 1.28% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.05% | 0.17% | 0.38% | Q2 2013 | Q3 2023 | 42 |
LAZARD ASSET MANAGEMENT LLC | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 41 |
Focused Wealth Management, Inc | 41 | 41 | 0.07% | 0.50% | 1.47% | Q3 2013 | Q3 2023 | 41 |
Invesco Ltd. | 40 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
GOLDMAN SACHS GROUP INC | 36 | 3 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2023 | 41 |
Court Place Advisors, LLC | 40 | 40 | 0.09% | 0.18% | 0.38% | Q4 2013 | Q3 2023 | 40 |
Financial Architects, Inc | 36 | 4 | 0.33% | 0.70% | 1.57% | Q2 2013 | Q2 2023 | 40 |
WESBANCO BANK INC | 29 | 11 | 0.04% | 0.09% | 0.26% | Q3 2013 | Q3 2023 | 40 |
Creative Planning | 33 | 7 | 0.00% | 0.02% | 0.04% | Q3 2013 | Q3 2023 | 40 |
EFG Asset Management (Americas) Corp. | 40 | 40 | 0.15% | 0.75% | 1.62% | Q4 2013 | Q3 2023 | 40 |
Janney Montgomery Scott LLC | 29 | 11 | 0.02% | 0.04% | 0.07% | Q3 2013 | Q3 2023 | 40 |
FMR LLC | 40 | 40 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q3 2023 | 40 |
WEDBUSH SECURITIES INC | 39 | 1 | 0.01% | 0.09% | 0.19% | Q2 2013 | Q3 2023 | 40 |
Private Advisor Group, LLC | 40 | 40 | 0.00% | 0.09% | 0.23% | Q4 2013 | Q3 2023 | 40 |
New England Private Wealth Advisors LLC | 40 | 40 | 0.23% | 0.64% | 1.03% | Q4 2013 | Q3 2023 | 40 |
RAYMOND JAMES TRUST N.A. | 40 | 40 | 0.01% | 0.04% | 0.07% | Q4 2013 | Q3 2023 | 40 |
Occidental Asset Management, LLC | 39 | 39 | 0.32% | 0.69% | 1.57% | Q1 2014 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.02% | 0.03% | 0.05% | Q1 2014 | Q3 2023 | 39 |
Mirae Asset Global Investments Co., Ltd. | 28 | 11 | 0.01% | 0.07% | 0.86% | Q2 2013 | Q3 2023 | 39 |
Madden Advisory Services, Inc. | 38 | 1 | 0.00% | 0.24% | 0.48% | Q2 2013 | Q2 2023 | 39 |
Evercore Wealth Management, LLC | 35 | 4 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 39 |
SignalPoint Asset Management, LLC | 25 | 13 | 0.08% | 0.21% | 0.49% | Q4 2013 | Q3 2023 | 38 |
Advisory Alpha, LLC | 20 | 6 | 0.06% | 2.51% | 5.03% | Q4 2013 | Q3 2023 | 37 |
Stratos Wealth Partners, LTD. | 32 | 5 | 0.01% | 0.13% | 1.19% | Q2 2014 | Q3 2023 | 37 |
D.A. DAVIDSON & CO. | 18 | 2 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.02% | 0.03% | Q4 2014 | Q3 2023 | 37 |
Raymond James Financial Services Advisors, Inc. | 22 | 1 | 0.02% | 0.09% | 0.34% | Q2 2013 | Q3 2023 | 36 |
IndexIQ Advisors LLC | 36 | 36 | 0.04% | 2.48% | 8.37% | Q2 2013 | Q1 2022 | 36 |
CULLEN/FROST BANKERS, INC. | 27 | 9 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 36 |
M&T BANK CORP | 21 | 15 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 36 |
Advisory Services Network, LLC | 27 | 1 | 0.00% | 0.02% | 0.07% | Q4 2013 | Q3 2023 | 36 |
Patten Group, Inc. | 36 | 36 | 0.30% | 0.59% | 0.87% | Q4 2014 | Q3 2023 | 36 |
MV CAPITAL MANAGEMENT, INC. | 36 | 36 | 0.07% | 0.80% | 1.71% | Q4 2014 | Q3 2023 | 36 |
SONATA CAPITAL GROUP INC | 36 | 36 | 0.28% | 0.48% | 0.74% | Q4 2014 | Q3 2023 | 36 |
Chicago Partners Investment Group LLC | 36 | 36 | 0.01% | 0.40% | 0.72% | Q4 2014 | Q3 2023 | 36 |
Cetera Advisor Networks LLC | 35 | 1 | 0.02% | 0.05% | 0.12% | Q3 2014 | Q3 2023 | 36 |
Citadel Advisors | 12 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 35 |
Allianz Asset Management GmbH | 17 | 1 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 35 |
Atria Investments, Inc | 30 | 5 | 0.01% | 0.11% | 0.39% | Q2 2014 | Q3 2023 | 35 |
JANE STREET GROUP, LLC | 10 | 2 | 0.00% | 0.03% | 0.16% | Q3 2015 | Q3 2023 | 35 |
Winfield Associates, Inc. | 34 | 34 | 0.68% | 1.80% | 2.78% | Q4 2013 | Q1 2022 | 34 |
Bank of New York Mellon Corp | 20 | 14 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 34 |
B. Riley Wealth Advisors, Inc. | 27 | 1 | 0.00% | 0.16% | 0.49% | Q2 2013 | Q3 2023 | 34 |
PRUDENTIAL FINANCIAL INC | 32 | 2 | 0.00% | 0.03% | 0.07% | Q3 2014 | Q3 2023 | 34 |
Sigma Planning Corp | 34 | 34 | 0.02% | 0.06% | 0.19% | Q2 2015 | Q3 2023 | 34 |
QS Investors, LLC | 33 | 33 | 0.35% | 1.16% | 2.61% | Q2 2013 | Q2 2021 | 33 |
Kessler Investment Group, LLC | 33 | 33 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 33 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 1 | 0.00% | 0.06% | 0.09% | Q3 2013 | Q3 2023 | 33 |
First Heartland Consultants, Inc. | 28 | 2 | 0.01% | 0.14% | 0.42% | Q2 2013 | Q3 2023 | 33 |
NEXT Financial Group, Inc | 17 | 6 | 0.01% | 0.07% | 0.19% | Q2 2014 | Q4 2021 | 33 |
FIFTH THIRD BANCORP | 33 | 33 | 0.00% | 0.05% | 0.18% | Q3 2015 | Q3 2023 | 33 |
FineMark National Bank & Trust | 22 | 3 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q4 2021 | 32 |
Baker Avenue Asset Management, LP | 27 | 5 | 0.00% | 0.77% | 1.65% | Q2 2013 | Q3 2023 | 32 |
SEI INVESTMENTS CO | 15 | 6 | 0.00% | 0.01% | 0.08% | Q4 2014 | Q3 2023 | 32 |
BANK OF STOCKTON | 22 | 10 | 0.12% | 1.33% | 6.89% | Q2 2013 | Q3 2023 | 32 |
Pinnacle Wealth Management Advisory Group, LLC | 19 | 13 | 0.03% | 0.69% | 2.01% | Q4 2014 | Q4 2022 | 32 |
Pictet North America Advisors SA | 28 | 4 | 2.17% | 5.39% | 15.07% | Q2 2014 | Q2 2022 | 32 |
ASSETMARK, INC | 22 | 4 | 0.00% | 0.27% | 1.34% | Q3 2013 | Q3 2023 | 32 |
Ausdal Financial Partners, Inc. | 32 | 32 | 0.14% | 0.53% | 1.19% | Q4 2015 | Q3 2023 | 32 |
MCF Advisors LLC | 24 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 32 |
Goelzer Investment Management, Inc. | 32 | 32 | 0.10% | 0.69% | 1.96% | Q1 2013 | Q4 2020 | 32 |
APPLETON GROUP, LLC | 12 | 1 | 0.40% | 4.19% | 8.62% | Q2 2013 | Q4 2022 | 32 |
WHITTIER TRUST CO | 29 | 3 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 32 |
Cetera Advisors LLC | 29 | 1 | 0.01% | 0.08% | 0.43% | Q2 2013 | Q3 2023 | 32 |
NewSquare Capital LLC | 14 | 1 | 0.00% | 0.91% | 3.17% | Q3 2013 | Q3 2023 | 32 |
RPg Family Wealth Advisory, LLC | 21 | 10 | 0.03% | 0.86% | 2.28% | Q4 2015 | Q3 2023 | 31 |
King Wealth Management Group | 17 | 1 | 0.04% | 0.09% | 0.16% | Q3 2014 | Q1 2023 | 31 |
Krilogy Financial LLC | 31 | 31 | 0.04% | 0.49% | 2.64% | Q3 2015 | Q1 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.02% | 0.11% | 0.19% | Q1 2016 | Q3 2023 | 31 |
River Wealth Advisors LLC | 31 | 31 | 0.93% | 2.22% | 3.00% | Q1 2016 | Q3 2023 | 31 |
RMB Capital Management, LLC | 30 | 1 | 0.01% | 0.07% | 0.39% | Q1 2015 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.03% | 0.12% | 0.25% | Q4 2015 | Q3 2023 | 31 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.01% | 0.51% | 1.03% | Q2 2013 | Q3 2020 | 30 |
STATE STREET CORP | 22 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2022 | 30 |
Baird Financial Group, Inc. | 30 | 30 | 0.00% | 0.01% | 0.05% | Q2 2015 | Q3 2022 | 30 |
BLAIR WILLIAM & CO/IL | 30 | 30 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 30 |
CAHILL FINANCIAL ADVISORS INC | 30 | 30 | 0.22% | 0.33% | 0.43% | Q2 2016 | Q3 2023 | 30 |
Montecito Bank & Trust | 29 | 29 | 0.35% | 1.95% | 4.48% | Q4 2016 | Q4 2023 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.04% | 0.10% | 0.22% | Q4 2013 | Q4 2020 | 29 |
DEUTSCHE BANK AG\ | 23 | 6 | 0.02% | 0.07% | 0.17% | Q3 2013 | Q3 2023 | 29 |
WEBSTER BANK, N. A. | 29 | 29 | 0.20% | 0.32% | 0.57% | Q3 2016 | Q3 2023 | 29 |
BARCLAYS PLC | 10 | 5 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 29 |
BANQUE PICTET & CIE SA | 28 | 1 | 0.01% | 0.50% | 1.02% | Q4 2013 | Q2 2022 | 29 |
SG Americas Securities, LLC | 23 | 1 | 0.00% | 0.04% | 0.15% | Q2 2013 | Q2 2022 | 29 |
WOLVERINE TRADING, LLC | 5 | 1 | 0.00% | 0.00% | 0.03% | Q2 2016 | Q4 2022 | 29 |
HALL LAURIE J TRUSTEE | 13 | 3 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q3 2023 | 29 |
BRIGHTON JONES LLC | 26 | 3 | 0.03% | 0.06% | 0.13% | Q1 2016 | Q3 2023 | 29 |
PRIVATE TRUST CO NA | 20 | 3 | 0.00% | 0.34% | 0.64% | Q3 2013 | Q3 2023 | 29 |
Moors & Cabot, Inc. | 15 | 14 | 0.02% | 0.04% | 0.09% | Q2 2016 | Q3 2023 | 29 |
Dorsey Wright & Associates | 11 | 1 | 0.02% | 0.18% | 0.32% | Q4 2013 | Q3 2023 | 28 |
Kovack Advisors, Inc. | 23 | 5 | 0.05% | 0.21% | 0.65% | Q4 2014 | Q3 2023 | 28 |
Norway Savings Bank | 28 | 28 | 0.16% | 0.59% | 1.32% | Q4 2016 | Q3 2023 | 28 |
Waldron Private Wealth LLC | 28 | 28 | 0.08% | 0.83% | 1.98% | Q4 2016 | Q3 2023 | 28 |
Sterling Investment Advisors, Ltd. | 28 | 28 | 1.37% | 2.13% | 3.20% | Q4 2016 | Q3 2023 | 28 |
LEVEL FOUR ADVISORY SERVICES, LLC | 28 | 28 | 0.02% | 0.06% | 0.14% | Q4 2016 | Q3 2023 | 28 |
EXANE DERIVATIVES | 19 | 9 | 0.02% | 0.04% | 0.10% | Q4 2014 | Q4 2021 | 28 |
McAdam, LLC | 28 | 28 | 0.54% | 1.33% | 2.50% | Q4 2016 | Q3 2023 | 28 |
Patriot Financial Group Insurance Agency, LLC | 28 | 28 | 0.01% | 0.07% | 0.14% | Q4 2016 | Q3 2023 | 28 |
Baystate Wealth Management LLC | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
INTRUST BANK NA | 28 | 28 | 0.09% | 0.13% | 0.18% | Q4 2016 | Q3 2023 | 28 |
CWM, LLC | 20 | 8 | 0.01% | 0.09% | 0.28% | Q3 2016 | Q3 2023 | 28 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.01% | 0.07% | 0.57% | Q1 2016 | Q4 2022 | 28 |
Global Retirement Partners, LLC | 28 | 28 | 0.01% | 0.02% | 0.09% | Q4 2016 | Q3 2023 | 28 |
Bogart Wealth, LLC | 28 | 28 | 0.01% | 2.38% | 8.76% | Q4 2016 | Q3 2023 | 28 |
Capital Analysts, LLC | 25 | 3 | 0.00% | 0.16% | 0.40% | Q2 2016 | Q3 2023 | 28 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 28 | 28 | 0.06% | 0.22% | 0.45% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 27 | 27 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 27 |
Kalos Management, Inc. | 17 | 3 | 0.09% | 0.87% | 1.68% | Q4 2015 | Q2 2023 | 27 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 27 | 27 | 0.00% | 0.04% | 0.14% | Q1 2017 | Q3 2023 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.12% | 0.35% | 0.45% | Q1 2017 | Q3 2023 | 27 |
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 27 | 27 | 0.64% | 0.89% | 1.10% | Q2 2013 | Q4 2019 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.03% | 0.10% | 0.19% | Q2 2013 | Q4 2019 | 27 |
Capital Investment Advisory Services, LLC | 20 | 6 | 0.01% | 0.11% | 0.48% | Q1 2017 | Q3 2023 | 26 |
BNP PARIBAS FINANCIAL MARKETS | 23 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q2 2023 | 26 |
Steward Partners Investment Advisory, LLC | 26 | 26 | 0.00% | 0.11% | 0.27% | Q2 2017 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.07% | 0.13% | 0.26% | Q2 2017 | Q3 2023 | 26 |
Tradewinds Capital Management, LLC | 26 | 26 | 0.00% | 2.81% | 11.31% | Q2 2017 | Q3 2023 | 26 |
M&R CAPITAL MANAGEMENT INC | 26 | 26 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q4 2023 | 26 |
IHT Wealth Management, LLC | 19 | 7 | 0.00% | 0.06% | 0.25% | Q4 2016 | Q3 2023 | 26 |
Polaris Wealth Advisory Group, LLC | 12 | 1 | 0.02% | 2.63% | 5.03% | Q3 2013 | Q3 2023 | 26 |
Hilltop Holdings Inc. | 17 | 1 | 0.02% | 0.41% | 1.12% | Q2 2015 | Q3 2023 | 26 |
BANK HAPOALIM BM | 21 | 1 | 0.02% | 0.11% | 0.29% | Q2 2015 | Q1 2022 | 25 |
Koshinski Asset Management, Inc. | 15 | 2 | 0.02% | 0.12% | 0.31% | Q2 2015 | Q2 2023 | 25 |
Cutler Group LLC / CA | 5 | 1 | 0.00% | 0.01% | 0.10% | Q4 2015 | Q3 2023 | 25 |
Snowden Capital Advisors LLC | 16 | 1 | 0.02% | 0.03% | 0.05% | Q1 2017 | Q3 2023 | 25 |
STEPHENS INC /AR/ | 22 | 3 | 0.19% | 0.27% | 0.35% | Q2 2013 | Q3 2023 | 25 |
Hanlon Investment Management, Inc. | 11 | 1 | 0.80% | 6.11% | 55.87% | Q2 2013 | Q3 2023 | 25 |
SUNTRUST BANKS INC | 25 | 25 | 0.00% | 0.04% | 0.10% | Q3 2013 | Q3 2019 | 25 |
Sowell Financial Services LLC | 11 | 2 | 0.08% | 0.39% | 5.64% | Q4 2016 | Q3 2023 | 25 |
Csenge Advisory Group | 25 | 25 | 0.05% | 0.79% | 1.95% | Q3 2017 | Q3 2023 | 25 |
Riggs Asset Managment Co. Inc. | 13 | 12 | 0.01% | 0.87% | 2.61% | Q4 2016 | Q3 2023 | 25 |
Bigelow Investment Advisors, LLC | 24 | 24 | 0.15% | 0.27% | 0.38% | Q4 2017 | Q3 2023 | 24 |
Midwest Professional Planners, LTD. | 24 | 24 | 0.15% | 2.44% | 6.62% | Q4 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.01% | 0.03% | 0.06% | Q4 2017 | Q3 2023 | 24 |
Kingsview Wealth Management, LLC | 20 | 1 | 0.01% | 0.27% | 0.90% | Q1 2017 | Q3 2023 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 24 |
Acorn Wealth Advisors, LLC | 24 | 24 | 0.26% | 0.34% | 0.48% | Q4 2017 | Q3 2023 | 24 |
COLONY GROUP LLC | 19 | 1 | 0.00% | 0.02% | 0.05% | Q2 2015 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.03% | 0.06% | 0.10% | Q4 2017 | Q3 2023 | 24 |
Sequoia Financial Advisors, LLC | 14 | 4 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 24 |
TOTH FINANCIAL ADVISORY CORP | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
VISTA INVESTMENT MANAGEMENT | 24 | 24 | 0.11% | 0.22% | 0.33% | Q4 2017 | Q3 2023 | 24 |
Global Trust Asset Management, LLC | 24 | 24 | 0.19% | 0.51% | 1.40% | Q4 2017 | Q3 2023 | 24 |
Clark Capital Management Group, Inc. | 19 | 1 | 0.03% | 0.12% | 0.19% | Q4 2013 | Q2 2022 | 24 |
CENTAURUS FINANCIAL, INC. | 24 | 24 | 0.02% | 0.20% | 0.66% | Q4 2017 | Q3 2023 | 24 |
Covington Capital Management | 21 | 3 | 0.03% | 0.05% | 0.09% | Q2 2014 | Q3 2022 | 24 |
Towerpoint Wealth, LLC | 24 | 24 | 0.84% | 3.37% | 6.47% | Q4 2017 | Q3 2023 | 24 |
AXA S.A. | 24 | 24 | 0.01% | 0.03% | 0.04% | Q4 2013 | Q3 2019 | 24 |
SeaCrest Wealth Management, LLC | 17 | 6 | 0.03% | 0.04% | 0.06% | Q4 2017 | Q3 2023 | 23 |
Ironsides Asset Advisors, LLC | 23 | 23 | 0.21% | 0.80% | 1.50% | Q2 2014 | Q4 2019 | 23 |
Prime Capital Investment Advisors, LLC | 14 | 9 | 0.01% | 0.48% | 1.76% | Q4 2017 | Q3 2023 | 23 |
Geneva Partners, LLC | 22 | 1 | 0.22% | 0.88% | 1.93% | Q2 2016 | Q4 2022 | 23 |
Parallax Volatility Advisers, L.P. | 19 | 2 | 0.00% | 0.00% | 0.04% | Q4 2014 | Q4 2021 | 23 |
WEALTHSOURCE PARTNERS, LLC | 18 | 1 | 0.03% | 0.12% | 0.37% | Q2 2016 | Q3 2023 | 23 |
Quad-Cities Investment Group, LLC | 23 | 23 | 0.16% | 0.26% | 0.38% | Q1 2018 | Q3 2023 | 23 |
Brookstone Capital Management | 10 | 1 | 0.00% | 0.12% | 0.52% | Q2 2015 | Q3 2023 | 23 |
Telos Capital Management, Inc. | 23 | 23 | 0.07% | 0.09% | 0.14% | Q1 2018 | Q3 2023 | 23 |
CALTON & ASSOCIATES, INC. | 23 | 23 | 0.12% | 0.23% | 0.34% | Q4 2017 | Q2 2023 | 23 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2023 | 23 |
B. Riley Wealth Management, Inc. | 16 | 6 | 0.04% | 0.36% | 1.22% | Q1 2014 | Q2 2022 | 22 |
Fieldpoint Private Securities, LLC | 22 | 22 | 0.01% | 1.08% | 2.75% | Q1 2017 | Q2 2022 | 22 |
Moloney Securities Asset Management, LLC | 22 | 22 | 0.04% | 0.12% | 0.24% | Q2 2018 | Q3 2023 | 22 |
BB&T SECURITIES, LLC | 22 | 22 | 0.00% | 0.03% | 0.15% | Q2 2014 | Q3 2019 | 22 |
Belpointe Asset Management LLC | 16 | 6 | 0.02% | 0.24% | 1.55% | Q3 2017 | Q1 2023 | 22 |
Freedom Investment Management, Inc. | 18 | 4 | 0.02% | 0.09% | 0.31% | Q1 2014 | Q4 2020 | 22 |
KCS Wealth Advisory | 22 | 22 | 0.13% | 0.56% | 1.34% | Q4 2017 | Q1 2023 | 22 |
IMA Wealth, Inc. | 22 | 22 | 0.01% | 0.06% | 0.10% | Q2 2018 | Q3 2023 | 22 |
Alexandria Capital, LLC | 22 | 22 | 0.03% | 0.18% | 0.40% | Q2 2013 | Q3 2018 | 22 |
FIRST MERCHANTS CORP | 13 | 9 | 0.03% | 0.06% | 0.07% | Q3 2017 | Q3 2023 | 22 |
WealthShield Partners, LLC | 17 | 2 | 0.00% | 0.10% | 0.34% | Q4 2017 | Q2 2023 | 21 |
Conservest Capital Advisors, Inc. | 20 | 1 | 4.25% | 6.50% | 8.23% | Q3 2017 | Q1 2023 | 21 |
Claraphi Advisory Network, LLC | 21 | 21 | 0.17% | 2.19% | 9.21% | Q4 2017 | Q4 2022 | 21 |
Cetera Investment Advisers | 21 | 21 | 0.01% | 0.12% | 0.47% | Q3 2018 | Q3 2023 | 21 |
NOMURA ASSET MANAGEMENT CO LTD | 8 | 6 | 0.00% | 0.04% | 0.11% | Q4 2017 | Q3 2023 | 21 |
NewEdge Advisors, LLC | 20 | 1 | 0.01% | 0.11% | 0.28% | Q2 2017 | Q3 2023 | 21 |
Certified Advisory Corp | 11 | 10 | 0.00% | 0.20% | 0.49% | Q1 2018 | Q3 2023 | 21 |
AlphaStar Capital Management, LLC | 21 | 21 | 0.14% | 1.09% | 3.97% | Q2 2017 | Q2 2022 | 21 |
AE Wealth Management LLC | 21 | 21 | 0.01% | 0.20% | 0.76% | Q3 2018 | Q3 2023 | 21 |
UBS ASSET MANAGEMENT AMERICAS INC | 12 | 4 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2019 | 21 |
PRUDENTIAL PLC | 15 | 1 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 21 |
Voya Financial Advisors, Inc. | 19 | 1 | 0.02% | 0.10% | 0.48% | Q1 2015 | Q1 2021 | 21 |
BOKF, NA | 8 | 5 | 0.01% | 0.01% | 0.03% | Q3 2017 | Q2 2023 | 21 |
Estate Counselors, LLC | 11 | 4 | 0.09% | 1.17% | 3.43% | Q2 2013 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.04% | 0.21% | Q3 2018 | Q3 2023 | 21 |
Rockefeller Capital Management L.P. | 20 | 20 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
FIRST NATIONAL CORP /MA/ /ADV | 20 | 20 | 0.00% | 0.64% | 2.57% | Q4 2018 | Q3 2023 | 20 |
MGO ONE SEVEN LLC | 17 | 1 | 0.00% | 0.17% | 0.32% | Q4 2017 | Q3 2023 | 20 |
IBEX WEALTH ADVISORS | 17 | 1 | 0.77% | 1.36% | 1.78% | Q4 2016 | Q1 2022 | 20 |
CIBC WORLD MARKET INC. | 10 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2021 | 20 |
CAPTRUST FINANCIAL ADVISORS | 15 | 5 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 20 |
Schneider Downs Wealth Management Advisors, LP | 13 | 7 | 0.04% | 0.14% | 0.22% | Q2 2018 | Q3 2023 | 20 |
Jefferies Group LLC | 9 | 1 | 0.00% | 0.01% | 0.06% | Q4 2013 | Q3 2022 | 20 |
TFG Advisers LLC | 20 | 20 | 1.55% | 1.92% | 2.34% | Q4 2018 | Q3 2023 | 20 |
Arrow Investment Advisors, LLC | 7 | 1 | 1.02% | 1.29% | 1.82% | Q1 2017 | Q3 2023 | 20 |
Paulson Wealth Management Inc. | 18 | 2 | 0.17% | 2.69% | 5.18% | Q2 2018 | Q3 2023 | 20 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.01% | 1.11% | 4.54% | Q4 2014 | Q3 2019 | 20 |
Advisors Preferred, LLC | 5 | 1 | 0.02% | 0.94% | 3.99% | Q3 2016 | Q3 2023 | 20 |
Old North State Trust, LLC | 12 | 8 | 1.92% | 3.66% | 4.58% | Q3 2018 | Q3 2023 | 20 |
Arkos Global Advisors | 20 | 20 | 0.53% | 1.42% | 2.69% | Q4 2018 | Q3 2023 | 20 |
BTS Asset Management, Inc. | 10 | 3 | 0.01% | 2.41% | 10.35% | Q1 2017 | Q3 2023 | 20 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 16 | 2 | 0.04% | 0.21% | 1.28% | Q2 2014 | Q3 2022 | 20 |
LFA - Lugano Financial Advisors SA | 16 | 4 | 0.52% | 0.93% | 1.42% | Q3 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.05% | 0.10% | 0.14% | Q4 2017 | Q3 2022 | 20 |
Stonehearth Capital Management, LLC | 20 | 20 | 0.98% | 1.34% | 1.62% | Q4 2014 | Q3 2019 | 20 |
Modera Wealth Management, LLC | 20 | 20 | 0.13% | 0.46% | 2.35% | Q4 2018 | Q3 2023 | 20 |
Private Portfolio Partners LLC | 20 | 20 | 0.08% | 0.18% | 0.28% | Q4 2018 | Q3 2023 | 20 |
Old Port Advisors | 18 | 1 | 0.15% | 0.46% | 0.92% | Q2 2018 | Q3 2023 | 20 |
Pensionmark Financial Group, LLC | 20 | 20 | 0.18% | 0.34% | 0.55% | Q4 2018 | Q3 2023 | 20 |
F3Logic, LLC | 20 | 20 | 0.05% | 0.73% | 4.40% | Q1 2018 | Q4 2022 | 20 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 13 | 1 | 0.00% | 0.05% | 0.22% | Q1 2014 | Q3 2022 | 20 |
Insight Wealth Strategies, LLC | 20 | 20 | 0.16% | 3.40% | 5.37% | Q4 2018 | Q3 2023 | 20 |
Nan Shan Life Insurance Co., Ltd. | 12 | 7 | 0.24% | 5.25% | 12.60% | Q1 2015 | Q1 2020 | 19 |
RVW Wealth, LLC | 15 | 4 | 0.04% | 0.11% | 0.29% | Q1 2019 | Q4 2023 | 19 |
Spectrum Wealth Advisory Group, LLC | 19 | 19 | 1.09% | 2.59% | 14.06% | Q1 2019 | Q3 2023 | 19 |
HMS Capital Management, LLC | 12 | 12 | 0.24% | 0.51% | 1.69% | Q1 2017 | Q4 2019 | 19 |
KEYBANK NATIONAL ASSOCIATION/OH | 16 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2023 | 19 |
BANK OF THE WEST | 9 | 1 | 0.03% | 0.10% | 0.31% | Q1 2016 | Q4 2022 | 19 |
SAGE RHINO CAPITAL LLC | 19 | 19 | 0.18% | 0.43% | 0.76% | Q1 2019 | Q3 2023 | 19 |
Morningstar Investment Services LLC | 19 | 19 | 0.03% | 0.06% | 0.11% | Q2 2013 | Q4 2017 | 19 |
SYNOVUS FINANCIAL CORP | 10 | 9 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2020 | 19 |
NATIONAL PLANNING CORP | 18 | 18 | 0.00% | 0.08% | 0.26% | Q2 2013 | Q3 2017 | 19 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 11 | 4 | 0.01% | 0.20% | 0.49% | Q1 2016 | Q4 2021 | 19 |
1834 INVESTMENT ADVISORS CO | 19 | 19 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q2 2022 | 19 |
Texas Yale Capital Corp. | 19 | 19 | 0.03% | 0.11% | 0.17% | Q2 2013 | Q4 2017 | 19 |
State of Tennessee, Treasury Department | 10 | 1 | 0.01% | 0.04% | 0.13% | Q1 2018 | Q3 2023 | 19 |
Mount Lucas Management LP | 7 | 2 | 0.14% | 1.07% | 1.66% | Q1 2017 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.00% | 0.00% | 0.02% | Q1 2019 | Q3 2023 | 19 |
Investors Research Corp | 18 | 18 | 0.02% | 0.66% | 1.05% | Q2 2019 | Q3 2023 | 18 |
Detwiler Fenton Investment Management LLC | 18 | 18 | 0.89% | 2.10% | 3.87% | Q1 2011 | Q2 2015 | 18 |
THRIVENT FINANCIAL FOR LUTHERANS | 12 | 1 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q3 2023 | 18 |
Horizon Investments, LLC | 5 | 2 | 0.00% | 0.60% | 2.34% | Q1 2014 | Q3 2023 | 18 |
Essex Financial Services, Inc. | 14 | 1 | 0.02% | 0.05% | 0.10% | Q4 2016 | Q3 2023 | 18 |
Castle Rock Wealth Management, LLC | 10 | 4 | 0.18% | 0.53% | 1.31% | Q4 2017 | Q3 2023 | 18 |
Brouwer & Janachowski, LLC | 18 | 18 | 0.05% | 0.23% | 1.17% | Q4 2013 | Q1 2018 | 18 |
Connecticut Wealth Management, LLC | 18 | 18 | 0.04% | 0.17% | 0.49% | Q2 2019 | Q3 2023 | 18 |
Jacobus Wealth Management, Inc. | 18 | 18 | 0.08% | 0.13% | 0.26% | Q2 2013 | Q3 2017 | 18 |
Archford Capital Strategies, LLC | 18 | 18 | 0.24% | 0.33% | 0.41% | Q1 2019 | Q2 2023 | 18 |
HOWE & RUSLING INC | 17 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q4 2022 | 18 |
MOSELEY INVESTMENT MANAGEMENT INC | 15 | 3 | 0.13% | 0.18% | 0.26% | Q1 2019 | Q3 2023 | 18 |
TRUE Private Wealth Advisors | 16 | 1 | 0.01% | 0.12% | 0.38% | Q3 2018 | Q3 2023 | 18 |
FFT WEALTH MANAGEMENT LLC | 18 | 18 | 0.98% | 2.36% | 3.80% | Q4 2015 | Q1 2020 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.06% | 0.10% | Q2 2013 | Q3 2017 | 18 |
Concert Wealth Management Inc. | 17 | 17 | 0.09% | 0.15% | 0.34% | Q2 2013 | Q2 2017 | 17 |
BKS ADVISORS, LLC | 17 | 17 | 0.75% | 0.98% | 1.16% | Q1 2015 | Q1 2019 | 17 |
SUMMIT FINANCIAL GROUP, INC. | 14 | 3 | 0.09% | 0.14% | 0.35% | Q2 2019 | Q3 2023 | 17 |
ASPIRIANT, LLC | 16 | 1 | 0.02% | 0.06% | 0.12% | Q3 2017 | Q4 2021 | 17 |
MD Financial Management Inc. | 17 | 17 | 1.45% | 2.72% | 4.05% | Q4 2017 | Q4 2021 | 17 |
Visionary Asset Management, Inc. | 7 | 2 | 0.21% | 0.47% | 0.75% | Q2 2013 | Q3 2018 | 17 |
SHINE INVESTMENT ADVISORY SERVICES INC | 17 | 17 | 0.69% | 3.55% | 8.33% | Q3 2016 | Q3 2020 | 17 |
CHATHAM CAPITAL GROUP, INC. | 17 | 17 | 0.08% | 0.16% | 0.21% | Q3 2017 | Q3 2021 | 17 |
PFS INVESTMENTS INC. | 17 | 17 | 0.05% | 0.19% | 0.70% | Q4 2017 | Q4 2021 | 17 |
FULTON BREAKEFIELD BROENNIMAN LLC | 17 | 17 | 1.63% | 1.97% | 2.43% | Q3 2019 | Q3 2023 | 17 |
UBP Investment Advisors SA | 14 | 3 | 0.09% | 3.37% | 5.55% | Q4 2017 | Q1 2022 | 17 |
Financial Gravity Asset Management, Inc. | 8 | 1 | 0.00% | 0.74% | 4.06% | Q1 2018 | Q3 2023 | 17 |
Renaissance Technologies | 6 | 2 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 17 |
Parkside Financial Bank & Trust | 10 | 3 | 0.01% | 0.03% | 0.04% | Q3 2015 | Q2 2023 | 17 |
Faithward Advisors, LLC | 17 | 17 | 0.12% | 0.32% | 0.64% | Q3 2019 | Q3 2023 | 17 |
LGL PARTNERS, LLC | 17 | 17 | 0.09% | 1.02% | 1.64% | Q4 2015 | Q4 2019 | 17 |
Gradient Investments LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 17 |
Partnervest Advisory Services LLC | 12 | 1 | 0.05% | 0.30% | 0.53% | Q4 2013 | Q2 2020 | 17 |
NewFocus Financial Group, LLC | 16 | 16 | 0.11% | 0.14% | 0.18% | Q1 2017 | Q4 2020 | 16 |
Newfound Research LLC | 10 | 6 | 0.11% | 1.91% | 4.32% | Q2 2016 | Q2 2020 | 16 |
SkyOak Wealth, LLC | 16 | 16 | 0.43% | 0.64% | 0.85% | Q4 2019 | Q3 2023 | 16 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 16 | 16 | 0.02% | 0.10% | 0.19% | Q4 2019 | Q3 2023 | 16 |
Apriem Advisors | 15 | 1 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q2 2018 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.03% | 0.05% | 0.06% | Q4 2019 | Q3 2023 | 16 |
DAVENPORT & Co LLC | 9 | 2 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2021 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.01% | 0.10% | 0.36% | Q4 2019 | Q3 2023 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.00% | 0.26% | 0.77% | Q4 2019 | Q3 2023 | 16 |
Foothills Asset Management, Ltd. | 14 | 2 | 0.26% | 0.61% | 2.65% | Q4 2013 | Q1 2020 | 16 |
Disciplined Investments, LLC | 16 | 16 | 1.65% | 2.37% | 3.00% | Q4 2019 | Q3 2023 | 16 |
Core Wealth Advisors, Inc. | 16 | 16 | 0.01% | 0.04% | 0.12% | Q4 2019 | Q3 2023 | 16 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 16 | 16 | 0.06% | 0.22% | 0.40% | Q4 2019 | Q3 2023 | 16 |
XML Financial, LLC | 16 | 16 | 1.40% | 2.15% | 3.08% | Q4 2019 | Q3 2023 | 16 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Values First Advisors, Inc. | 16 | 16 | 0.48% | 0.66% | 0.84% | Q4 2019 | Q3 2023 | 16 |
CVA Family Office, LLC | 16 | 16 | 0.30% | 0.74% | 1.35% | Q4 2019 | Q3 2023 | 16 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 3 | 0.00% | 0.02% | 0.06% | Q2 2018 | Q3 2023 | 16 |
SteelPeak Wealth, LLC | 16 | 16 | 0.06% | 0.08% | 0.18% | Q4 2019 | Q3 2023 | 16 |
S.A. Mason LLC | 16 | 16 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Aptus Capital Advisors, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Ameritas Investment Partners, Inc. | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 16 |
Virtue Capital Management, LLC | 4 | 2 | 0.04% | 0.35% | 0.92% | Q4 2017 | Q3 2023 | 16 |
Howard Capital Management Inc. | 7 | 2 | 2.21% | 16.40% | 27.82% | Q4 2017 | Q3 2023 | 15 |
RFG Advisory, LLC | 14 | 1 | 0.01% | 0.19% | 0.42% | Q3 2018 | Q3 2022 | 15 |
ERn Financial, LLC | 15 | 15 | 0.08% | 0.13% | 0.22% | Q1 2020 | Q3 2023 | 15 |
MERCER GLOBAL ADVISORS INC /ADV | 14 | 1 | 0.00% | 0.01% | 0.06% | Q4 2019 | Q3 2023 | 15 |
CREDIT SUISSE AG/ | 13 | 1 | 0.00% | 0.01% | 0.03% | Q1 2013 | Q2 2021 | 15 |
Garrett Wealth Advisory Group, LLC | 15 | 15 | 0.13% | 0.54% | 0.92% | Q4 2018 | Q2 2022 | 15 |
Wealthcare Advisory Partners LLC | 11 | 4 | 0.01% | 0.08% | 0.15% | Q3 2017 | Q4 2021 | 15 |
Key FInancial Inc | 15 | 15 | 0.30% | 0.41% | 0.64% | Q1 2020 | Q3 2023 | 15 |
ALLIANCEBERNSTEIN L.P. | 11 | 4 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 15 |
HOWARD WEALTH MANAGEMENT, LLC | 10 | 5 | 0.87% | 1.30% | 1.49% | Q4 2019 | Q3 2023 | 15 |
Petix & Botte Co | 12 | 3 | 2.56% | 3.13% | 3.78% | Q4 2019 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.06% | 0.16% | 0.27% | Q2 2013 | Q4 2016 | 15 |
MACKENZIE FINANCIAL CORP | 14 | 1 | 0.01% | 0.02% | 0.04% | Q1 2016 | Q4 2019 | 15 |
Retirement Group, LLC | 14 | 1 | 0.07% | 0.12% | 0.21% | Q4 2019 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.10% | 0.15% | 0.29% | Q2 2016 | Q4 2019 | 15 |
MILLENNIUM MANAGEMENT LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2020 | 15 |
Powell Investment Advisors, LLC | 11 | 4 | 1.09% | 1.55% | 2.02% | Q4 2019 | Q3 2023 | 15 |
D'Orazio & Associates, Inc. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2021 | 15 |
EATON VANCE MANAGEMENT | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2022 | 15 |
Ancora Advisors LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.05% | 0.12% | 0.18% | Q1 2020 | Q3 2023 | 15 |
Overbrook Management Corp | 15 | 15 | 0.16% | 0.42% | 0.70% | Q1 2020 | Q3 2023 | 15 |
FDx Advisors, Inc. | 11 | 1 | 0.01% | 0.04% | 0.14% | Q1 2015 | Q2 2019 | 15 |
First Horizon Advisors, Inc. | 8 | 6 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 14 |
Regal Investment Advisors LLC | 8 | 6 | 0.00% | 0.05% | 0.12% | Q2 2013 | Q4 2016 | 14 |
NOMURA HOLDINGS INC | 7 | 1 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q3 2018 | 14 |
VICUS CAPITAL | 13 | 1 | 0.07% | 0.46% | 0.75% | Q4 2013 | Q1 2021 | 14 |
RIVERBRIDGE PARTNERS LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2022 | 14 |
Clear Creek Financial Management, LLC | 6 | 3 | 0.15% | 0.32% | 1.41% | Q2 2019 | Q3 2023 | 14 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.04% | 0.06% | 0.10% | Q4 2019 | Q3 2023 | 14 |
Column Capital Advisors, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 7 | 2 | 0.01% | 0.05% | 0.12% | Q3 2013 | Q3 2021 | 14 |
Avidian Wealth Solutions, LLC | 10 | 1 | 0.02% | 0.13% | 0.51% | Q2 2014 | Q3 2023 | 14 |
USCA RIA LLC | 9 | 5 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q2 2021 | 14 |
H&H Retirement Design & Management INC | 11 | 3 | 0.50% | 5.99% | 10.05% | Q1 2020 | Q3 2023 | 14 |
Brinker Capital Investments, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2022 | 14 |
Dynamic Advisor Solutions LLC | 14 | 14 | 0.04% | 0.14% | 0.26% | Q2 2020 | Q3 2023 | 14 |
BerganKDV Wealth Management, LLC | 13 | 1 | 0.00% | 0.08% | 0.18% | Q1 2016 | Q3 2022 | 14 |
AMG National Trust Bank | 13 | 13 | 0.01% | 0.16% | 0.43% | Q3 2020 | Q3 2023 | 13 |
GREAT VALLEY ADVISOR GROUP, INC. | 6 | 1 | 0.01% | 0.39% | 0.87% | Q4 2018 | Q3 2023 | 13 |
Sabal Trust CO | 13 | 13 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 13 |
VSR Financial Services, Inc. | 13 | 13 | 0.28% | 0.60% | 0.90% | Q2 2013 | Q2 2016 | 13 |
Integrated Wealth Concepts LLC | 12 | 1 | 0.01% | 0.22% | 0.72% | Q4 2019 | Q3 2023 | 13 |
Baron Financial Group, LLC | 13 | 13 | 3.47% | 4.10% | 6.13% | Q3 2020 | Q3 2023 | 13 |
Provident Wealth Management, LLC | 13 | 13 | 0.71% | 1.54% | 2.70% | Q4 2019 | Q4 2022 | 13 |
Crabel Capital Management, LLC | 8 | 1 | 0.07% | 0.19% | 0.33% | Q4 2017 | Q2 2023 | 13 |
Advisors Asset Management, Inc. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2021 | 13 |
Charles Schwab Trust Co | 13 | 13 | 0.04% | 0.07% | 0.11% | Q3 2020 | Q3 2023 | 13 |
SIMPLEX TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 13 |
NAVELLIER & ASSOCIATES INC | 5 | 1 | 0.01% | 0.06% | 0.10% | Q2 2014 | Q4 2019 | 13 |
Bank Pictet & Cie (Europe) AG | 12 | 1 | 0.01% | 0.03% | 0.06% | Q1 2017 | Q1 2022 | 13 |
TOMPKINS FINANCIAL CORP | 9 | 4 | 0.01% | 0.03% | 0.06% | Q4 2019 | Q4 2023 | 13 |
Shepherd Financial Partners LLC | 13 | 13 | 0.38% | 0.48% | 0.54% | Q4 2016 | Q4 2019 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.01% | 0.08% | 0.28% | Q3 2020 | Q3 2023 | 13 |
Arete Wealth Advisors, LLC | 12 | 1 | 0.10% | 0.42% | 0.73% | Q2 2015 | Q3 2021 | 13 |
Granite Investment Advisors, LLC | 13 | 13 | 0.04% | 0.05% | 0.06% | Q1 2014 | Q1 2017 | 13 |
Flaharty Asset Management, LLC | 13 | 13 | 3.06% | 5.00% | 16.37% | Q4 2016 | Q4 2019 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.03% | 0.04% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Valmark Advisers, Inc. | 8 | 2 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q3 2017 | 13 |
FIRST TRUST ADVISORS LP | 9 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 13 |
RWA WEALTH PARTNERS, LLC | 8 | 1 | 0.02% | 0.15% | 0.91% | Q2 2017 | Q3 2021 | 13 |
VisionPoint Advisory Group, LLC | 10 | 1 | 0.01% | 0.86% | 1.94% | Q1 2019 | Q3 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
WRAPMANAGER INC | 10 | 3 | 0.08% | 0.19% | 0.36% | Q2 2016 | Q3 2019 | 13 |
PagnatoKarp Partners LLC | 13 | 13 | 0.14% | 0.21% | 0.34% | Q1 2017 | Q1 2020 | 13 |
New Potomac Partners, LLC | 13 | 13 | 0.19% | 0.34% | 0.67% | Q4 2017 | Q4 2020 | 13 |
Foundations Investment Advisors, LLC | 12 | 1 | 0.01% | 0.04% | 0.13% | Q2 2020 | Q3 2023 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.02% | 0.13% | 0.23% | Q3 2020 | Q3 2023 | 13 |
Fernwood Investment Management, LLC | 4 | 2 | 0.08% | 0.24% | 0.44% | Q4 2017 | Q3 2023 | 12 |
Morningstar Investment Management LLC | 8 | 4 | 0.75% | 1.93% | 4.70% | Q4 2018 | Q4 2021 | 12 |
Merriman Wealth Management, LLC | 6 | 1 | 0.25% | 0.79% | 2.07% | Q2 2014 | Q1 2020 | 12 |
Windham Capital Management, LLC | 9 | 1 | 0.15% | 0.40% | 1.46% | Q2 2015 | Q3 2023 | 12 |
FOCUS Wealth Advisors, LLC | 12 | 12 | 1.36% | 1.60% | 2.09% | Q4 2020 | Q3 2023 | 12 |
Frank, Rimerman Advisors LLC | 12 | 12 | 0.07% | 0.10% | 0.15% | Q4 2020 | Q3 2023 | 12 |
Laffer Tengler Investments, Inc. | 5 | 1 | 0.04% | 0.18% | 0.48% | Q4 2015 | Q4 2022 | 12 |
Wells Financial Advisors INC | 12 | 12 | 0.14% | 0.16% | 0.19% | Q4 2020 | Q3 2023 | 12 |
Capstone Triton Financial Group, LLC | 12 | 12 | 0.23% | 0.37% | 1.10% | Q4 2020 | Q3 2023 | 12 |
FIRST HAWAIIAN BANK | 7 | 5 | 0.06% | 0.12% | 0.20% | Q1 2020 | Q3 2023 | 12 |
Winthrop Advisory Group LLC | 9 | 3 | 0.03% | 0.05% | 0.06% | Q3 2020 | Q3 2023 | 12 |
United Asset Strategies, Inc. | 12 | 12 | 0.06% | 0.07% | 0.10% | Q1 2018 | Q4 2020 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q1 2016 | 12 |
WADE G W & INC | 12 | 12 | 0.04% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Berger Financial Group, Inc | 12 | 12 | 0.03% | 0.06% | 0.12% | Q4 2020 | Q3 2023 | 12 |
Orion Capital Management LLC | 12 | 12 | 0.18% | 0.22% | 0.29% | Q4 2020 | Q3 2023 | 12 |
MACKAY SHIELDS LLC | 2 | 1 | 0.00% | 0.04% | 0.20% | Q4 2013 | Q4 2022 | 12 |
David J Yvars Group | 12 | 12 | 3.72% | 4.31% | 5.98% | Q4 2020 | Q3 2023 | 12 |
DB Wealth Management Group, LLC | 12 | 12 | 0.16% | 1.80% | 4.78% | Q4 2020 | Q3 2023 | 12 |
Ellis Investment Partners, LLC | 12 | 12 | 0.06% | 0.09% | 0.15% | Q2 2020 | Q1 2023 | 12 |
OLD SECOND NATIONAL BANK OF AURORA | 12 | 12 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q2 2020 | 12 |
CABOT WEALTH MANAGEMENT INC | 11 | 1 | 0.06% | 0.19% | 0.35% | Q2 2013 | Q4 2016 | 12 |
PARK AVENUE SECURITIES LLC | 9 | 3 | 0.01% | 0.04% | 0.08% | Q4 2018 | Q1 2023 | 12 |
Wellington Shields Capital Management, LLC | 12 | 12 | 0.09% | 0.12% | 0.17% | Q4 2015 | Q3 2018 | 12 |
Sound Income Strategies, LLC | 9 | 3 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 12 |
LexAurum Advisors, LLC | 5 | 2 | 0.31% | 1.56% | 3.78% | Q4 2017 | Q3 2021 | 12 |
Sage Mountain Advisors LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Allworth Financial LP | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 12 |
BOSTON FAMILY OFFICE LLC | 12 | 12 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
PALISADE CAPITAL MANAGEMENT, LP | 5 | 1 | 0.01% | 0.02% | 0.05% | Q2 2016 | Q1 2020 | 12 |
GeoWealth Management, LLC | 9 | 3 | 0.20% | 0.62% | 2.00% | Q2 2020 | Q3 2023 | 12 |
Blue Sky Asset Management, LLC | 7 | 5 | 0.39% | 3.94% | 17.06% | Q1 2017 | Q4 2020 | 12 |
CAROLINAS WEALTH CONSULTING LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Octavia Wealth Advisors, LLC | 12 | 12 | 0.47% | 2.01% | 3.40% | Q4 2020 | Q3 2023 | 12 |
Redhawk Wealth Advisors, Inc. | 8 | 1 | 0.05% | 0.84% | 3.02% | Q2 2019 | Q2 2023 | 12 |
Qube Research & Technologies Ltd | 10 | 2 | 0.00% | 0.17% | 0.38% | Q4 2019 | Q2 2023 | 12 |
ENTERPRISE FINANCIAL SERVICES CORP | 11 | 1 | 0.02% | 0.32% | 0.42% | Q4 2016 | Q3 2021 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Legacy Financial Group LLC | 12 | 12 | 0.14% | 1.82% | 2.66% | Q4 2020 | Q3 2023 | 12 |
SSI INVESTMENT MANAGEMENT LLC | 7 | 5 | 0.27% | 0.47% | 0.83% | Q1 2020 | Q3 2023 | 12 |
Simplicity Solutions, LLC | 6 | 1 | 0.01% | 0.29% | 0.93% | Q3 2015 | Q2 2023 | 11 |
Lebenthal Global Advisors, LLC | 7 | 4 | 0.08% | 0.16% | 0.31% | Q4 2020 | Q3 2023 | 11 |
WASHINGTON TRUST Co | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Almanack Investment Partners, LLC. | 6 | 1 | 0.04% | 0.14% | 0.30% | Q1 2017 | Q2 2021 | 11 |
Harfst & Associates, Inc. | 11 | 11 | 0.15% | 2.15% | 2.94% | Q1 2021 | Q3 2023 | 11 |
Hudson Portfolio Management LLC | 11 | 11 | 2.29% | 2.51% | 2.96% | Q1 2021 | Q3 2023 | 11 |
New England Investment & Retirement Group, Inc. | 11 | 11 | 2.06% | 3.58% | 5.94% | Q4 2015 | Q2 2018 | 11 |
Solstein Capital, LLC | 11 | 11 | 0.01% | 0.04% | 0.16% | Q1 2021 | Q3 2023 | 11 |
Cynosure Group, LLC | 11 | 11 | 0.26% | 1.67% | 2.74% | Q1 2020 | Q3 2022 | 11 |
Pinnacle Family Advisors, LLC | 7 | 1 | 0.14% | 0.51% | 1.51% | Q4 2016 | Q2 2020 | 11 |
J. W. Coons Advisors, LLC | 11 | 11 | 0.09% | 0.20% | 0.29% | Q1 2021 | Q3 2023 | 11 |
EP Wealth Advisors, LLC | 11 | 11 | 0.01% | 0.04% | 0.30% | Q1 2021 | Q3 2023 | 11 |
Institute for Wealth Management, LLC. | 7 | 1 | 0.04% | 0.14% | 0.23% | Q2 2017 | Q4 2021 | 11 |
OneDigital Investment Advisors LLC | 5 | 3 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q1 2021 | 11 |
Pflug Koory, LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Hennion & Walsh Asset Management, Inc. | 11 | 11 | 0.07% | 0.22% | 1.30% | Q1 2021 | Q3 2023 | 11 |
Minot Wealth Management LLC | 11 | 11 | 0.28% | 1.00% | 4.23% | Q4 2019 | Q2 2022 | 11 |
Hall Private Wealth Advisors | 10 | 1 | 7.12% | 9.55% | 11.79% | Q4 2020 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Investors Capital Advisory Services | 11 | 11 | 0.06% | 0.12% | 0.16% | Q2 2013 | Q4 2015 | 11 |
STRATEGY ASSET MANAGERS LLC | 6 | 1 | 0.06% | 0.09% | 0.13% | Q4 2019 | Q2 2023 | 10 |
Sage Capital Management, LLC | 10 | 10 | 3.40% | 4.71% | 6.06% | Q2 2013 | Q3 2015 | 10 |
Syverson Strege & Co | 10 | 10 | 0.03% | 0.08% | 0.12% | Q4 2020 | Q1 2023 | 10 |
GREENWOOD CAPITAL ASSOCIATES LLC | 5 | 1 | 0.07% | 0.21% | 0.45% | Q3 2013 | Q2 2020 | 10 |
FRANKLIN RESOURCES INC | 10 | 10 | 0.00% | 0.00% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Verition Fund Management LLC | 3 | 2 | 0.00% | 0.15% | 0.60% | Q4 2018 | Q3 2022 | 10 |
Calamos Advisors LLC | 2 | 1 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q4 2022 | 10 |
Lattice Strategies LLC | 10 | 10 | 0.26% | 0.49% | 0.92% | Q2 2013 | Q3 2015 | 10 |
WESPAC Advisors, LLC | 6 | 1 | 0.23% | 0.98% | 2.00% | Q1 2014 | Q1 2019 | 10 |
FCG ADVISORS, LLC | 10 | 10 | 0.11% | 0.22% | 0.30% | Q1 2018 | Q2 2020 | 10 |
Cornerstone Wealth Management, LLC | 10 | 10 | 0.04% | 0.06% | 0.08% | Q1 2017 | Q2 2019 | 10 |
COMERICA BANK | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 10 |
CHILDRESS CAPITAL ADVISORS, LLC | 10 | 10 | 0.08% | 0.10% | 0.12% | Q2 2021 | Q3 2023 | 10 |
Global Financial Private Capital, Inc | 10 | 10 | 0.15% | 0.19% | 0.22% | Q1 2017 | Q2 2019 | 10 |
Bluefin Trading, LLC | 6 | 1 | 0.06% | 1.01% | 2.28% | Q4 2015 | Q3 2019 | 10 |
Lake Point Wealth Management | 5 | 2 | 0.00% | 0.02% | 0.17% | Q4 2018 | Q2 2022 | 10 |
Risk Paradigm Group, LLC | 10 | 10 | 0.01% | 0.50% | 1.36% | Q3 2016 | Q4 2018 | 10 |
INVESTMENT CENTERS OF AMERICA INC | 10 | 10 | 0.03% | 0.12% | 0.19% | Q2 2015 | Q3 2017 | 10 |
Cutler Capital Management, LLC | 7 | 3 | 0.04% | 0.07% | 0.12% | Q3 2016 | Q1 2022 | 10 |
Reitz Capital Advisors LLC | 10 | 10 | 0.17% | 0.28% | 0.34% | Q4 2018 | Q1 2021 | 10 |
Sunbelt Securities, Inc. | 6 | 2 | 0.03% | 0.12% | 0.21% | Q3 2019 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.01% | 0.05% | Q1 2021 | Q3 2023 | 10 |
Strategic Wealth Investment Group, LLC | 10 | 10 | 0.08% | 0.38% | 0.73% | Q2 2020 | Q3 2022 | 10 |
QUATTRO FINANCIAL ADVISORS LLC | 5 | 1 | 0.08% | 1.41% | 4.70% | Q1 2017 | Q3 2021 | 10 |
Calamos Wealth Management LLC | 8 | 2 | 0.04% | 0.24% | 0.88% | Q4 2019 | Q3 2023 | 10 |
BARINGS LLC | 7 | 3 | 0.01% | 0.45% | 0.96% | Q3 2020 | Q3 2023 | 10 |
Tuttle Capital Management, LLC | 5 | 2 | 0.08% | 2.24% | 7.90% | Q2 2015 | Q1 2019 | 10 |
Aurora Private Wealth, Inc. | 10 | 10 | 0.08% | 0.19% | 0.30% | Q2 2021 | Q3 2023 | 10 |
TOWNSQUARE CAPITAL LLC | 5 | 1 | 0.01% | 0.22% | 0.44% | Q4 2018 | Q3 2023 | 10 |
JFS WEALTH ADVISORS, LLC | 8 | 2 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 10 |
Loveless Wealth Management LLC | 9 | 1 | 0.29% | 0.50% | 0.66% | Q4 2019 | Q2 2022 | 10 |
Providence Capital Advisors, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
CCG WEALTH MANAGEMENT, LLC | 10 | 10 | 0.12% | 0.15% | 0.23% | Q2 2021 | Q3 2023 | 10 |
Cavalier Investments, LLC | 9 | 1 | 0.99% | 1.09% | 1.32% | Q3 2018 | Q1 2023 | 10 |
CIM, LLC | 10 | 10 | 0.48% | 0.52% | 0.60% | Q3 2020 | Q4 2022 | 10 |
WINTRUST INVESTMENTS LLC | 8 | 2 | 0.04% | 0.14% | 0.33% | Q3 2016 | Q4 2019 | 10 |
Strategic Blueprint, LLC | 5 | 1 | 0.01% | 0.51% | 1.43% | Q4 2018 | Q3 2023 | 10 |
Great Diamond Partners, LLC | 10 | 10 | 0.32% | 0.44% | 0.58% | Q4 2019 | Q1 2022 | 10 |
Perigon Wealth Management, LLC | 5 | 1 | 0.00% | 0.18% | 0.44% | Q3 2011 | Q4 2022 | 10 |
CAPITAL ONE FINANCIAL CORP | 9 | 9 | 0.05% | 0.12% | 0.30% | Q1 2020 | Q1 2022 | 9 |
Aletheian Wealth Advisors LLC | 9 | 9 | 0.82% | 1.12% | 1.45% | Q4 2021 | Q4 2023 | 9 |
Trilogy Capital Inc. | 3 | 1 | 0.02% | 0.41% | 0.69% | Q3 2018 | Q3 2021 | 9 |
HM PAYSON & CO | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2021 | 9 |
Virtu KCG Holdings LLC | 3 | 1 | 0.00% | 0.05% | 0.21% | Q4 2013 | Q2 2017 | 9 |
PFG Advisors | 5 | 1 | 0.02% | 0.14% | 0.53% | Q2 2019 | Q3 2023 | 9 |
BROWN BROTHERS HARRIMAN & CO | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 9 |
Capital Square, LLC | 9 | 9 | 0.22% | 0.35% | 0.54% | Q4 2019 | Q4 2021 | 9 |
Allegis Investment Advisors, LLC | 6 | 3 | 0.00% | 0.89% | 1.52% | Q4 2015 | Q1 2018 | 9 |
EPG Wealth Management LLC | 5 | 1 | 0.06% | 0.08% | 0.10% | Q1 2020 | Q3 2023 | 9 |
Eudaimonia Partners, LLC | 8 | 1 | 0.03% | 0.13% | 0.20% | Q4 2019 | Q1 2022 | 9 |
AFFINITY WEALTH MANAGEMENT LLC | 7 | 2 | 0.05% | 0.06% | 0.10% | Q3 2019 | Q1 2022 | 9 |
AVIANCE CAPITAL MANAGEMENT, LLC | 5 | 2 | 0.02% | 0.04% | 0.07% | Q3 2013 | Q3 2016 | 9 |
Anfield Capital Management, LLC | 9 | 9 | 0.40% | 0.76% | 1.14% | Q4 2019 | Q4 2021 | 9 |
Concord Wealth Partners | 7 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 9 |
Redwood Investment Management, LLC | 5 | 4 | 0.48% | 2.37% | 4.41% | Q4 2017 | Q1 2020 | 9 |
Tower Research Capital LLC (TRC) | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 9 |
Crew Capital Management, Ltd. | 8 | 1 | 0.35% | 4.04% | 8.26% | Q1 2021 | Q3 2023 | 9 |
American Financial Network Advisory Services LLC | 9 | 9 | 0.58% | 3.54% | 5.93% | Q3 2017 | Q3 2019 | 9 |
Financial Advocates Investment Management | 8 | 1 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q4 2020 | 9 |
Stonebridge Financial Planning Group, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q4 2021 | 9 |
Royal Fund Management, LLC | 8 | 1 | 0.00% | 0.02% | 0.14% | Q2 2017 | Q4 2019 | 9 |
AVANTAX ADVISORY SERVICES, INC. | 6 | 1 | 0.01% | 0.01% | 0.04% | Q3 2020 | Q3 2023 | 9 |
D.B. Root & Company, LLC | 9 | 9 | 0.24% | 0.43% | 0.60% | Q1 2018 | Q1 2020 | 9 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.01% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 9 |
LifePlan Financial Group, Inc | 9 | 9 | 0.00% | 0.05% | 0.11% | Q3 2018 | Q3 2020 | 9 |
E&G Advisors, LP | 9 | 9 | 0.20% | 0.22% | 0.24% | Q4 2019 | Q4 2021 | 9 |
Selective Wealth Management, Inc. | 6 | 3 | 0.04% | 0.06% | 0.09% | Q2 2020 | Q3 2022 | 9 |
Hoxton Financial, Inc. | 9 | 9 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q1 2016 | 9 |
Tactical Allocation Group LLC | 9 | 9 | 0.58% | 7.17% | 13.05% | Q2 2014 | Q2 2016 | 9 |
BOSTON ADVISORS LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2019 | 9 |
PIERSHALE FINANCIAL GROUP, INC. | 6 | 1 | 0.01% | 3.36% | 10.26% | Q4 2013 | Q3 2017 | 9 |
Plante Moran Financial Advisors, LLC | 5 | 1 | 0.00% | 0.05% | 0.21% | Q3 2014 | Q1 2019 | 9 |
Legacy Capital Wealth Partners, LLC | 7 | 2 | 0.18% | 1.47% | 2.18% | Q4 2020 | Q3 2023 | 9 |
Laidlaw Wealth Management LLC | 9 | 9 | 0.11% | 0.18% | 0.31% | Q2 2021 | Q2 2023 | 9 |
STRINGER ASSET MANAGEMENT, LLC | 4 | 1 | 1.24% | 2.43% | 3.62% | Q4 2013 | Q4 2019 | 9 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
MONEYWISE, INC. | 9 | 9 | 0.27% | 2.17% | 3.75% | Q3 2021 | Q3 2023 | 9 |
Banco Santander, S.A. | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Sanford Advisory Services, LLC | 9 | 9 | 0.21% | 0.26% | 0.30% | Q4 2020 | Q4 2022 | 9 |
CAPITAL ADVISORS INC/OK | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
ING GROEP NV | 9 | 9 | 0.11% | 0.59% | 0.96% | Q3 2013 | Q3 2015 | 9 |
Herold Advisors, Inc. | 9 | 9 | 0.27% | 0.39% | 0.59% | Q3 2021 | Q3 2023 | 9 |
Lloyd Advisory Services, LLC. | 8 | 1 | 0.00% | 0.81% | 6.65% | Q2 2020 | Q3 2023 | 9 |
CITY HOLDING CO | 5 | 4 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q1 2023 | 9 |
Element Wealth, LLC | 8 | 1 | 0.06% | 0.10% | 0.14% | Q4 2019 | Q3 2022 | 9 |
MONEY CONCEPTS CAPITAL CORP | 5 | 1 | 0.00% | 0.24% | 1.50% | Q4 2020 | Q3 2023 | 8 |
Joel Isaacson & Co., LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q4 2016 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Klingman & Associates, LLC | 8 | 8 | 0.01% | 0.03% | 0.04% | Q4 2014 | Q3 2016 | 8 |
BlackRock Inc. | 6 | 1 | 0.00% | 0.02% | 0.02% | Q2 2014 | Q3 2023 | 8 |
AlphaMark Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2018 | 8 |
Confluence Wealth Services, Inc. | 8 | 8 | 0.30% | 0.48% | 0.64% | Q4 2021 | Q3 2023 | 8 |
Bank Julius Baer & Co. Ltd, Zurich | 8 | 8 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q4 2021 | 8 |
Bensler, LLC | 8 | 8 | 1.86% | 2.01% | 2.52% | Q4 2021 | Q3 2023 | 8 |
Capital Market Strategies LLC | 5 | 3 | 0.27% | 0.33% | 0.35% | Q4 2021 | Q4 2023 | 8 |
SHELTON CAPITAL MANAGEMENT | 8 | 8 | 0.02% | 0.04% | 0.06% | Q1 2017 | Q4 2018 | 8 |
Vontobel Swiss Wealth Advisors AG | 6 | 2 | 0.28% | 1.82% | 2.90% | Q4 2014 | Q2 2021 | 8 |
Royal Harbor Partners, LLC | 7 | 1 | 0.11% | 0.17% | 0.21% | Q3 2020 | Q1 2023 | 8 |
COTTONWOOD CAPITAL ADVISORS, LLC | 8 | 8 | 0.98% | 1.26% | 1.83% | Q4 2021 | Q3 2023 | 8 |
FLAGSTAR ADVISORS INC | 4 | 4 | 0.53% | 0.70% | 0.78% | Q3 2021 | Q3 2023 | 8 |
WFA Asset Management Corp | 8 | 8 | 0.23% | 0.25% | 0.30% | Q4 2021 | Q3 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.10% | 0.11% | 0.12% | Q4 2021 | Q3 2023 | 8 |
WEALTH MANAGEMENT RESOURCES, INC. | 8 | 8 | 0.26% | 0.44% | 0.77% | Q4 2021 | Q3 2023 | 8 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.03% | 0.06% | Q2 2017 | Q1 2023 | 8 |
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | 8 | 8 | 0.92% | 1.09% | 1.36% | Q4 2021 | Q3 2023 | 8 |
PENOBSCOT WEALTH MANAGEMENT | 8 | 8 | 1.40% | 3.00% | 4.99% | Q2 2021 | Q1 2023 | 8 |
PATTON ALBERTSON MILLER GROUP, LLC | 6 | 1 | 0.04% | 0.05% | 0.08% | Q3 2018 | Q3 2023 | 8 |
StrongBox Wealth, LLC | 8 | 8 | 0.12% | 0.38% | 0.70% | Q1 2020 | Q4 2021 | 8 |
KRAEMATON INVESTMENT ADVISORS, INC | 8 | 8 | 1.81% | 2.44% | 3.28% | Q4 2021 | Q3 2023 | 8 |
AlphaCentric Advisors LLC | 6 | 2 | 0.12% | 0.18% | 0.23% | Q2 2020 | Q3 2023 | 8 |
STERNE AGEE GROUP, INC. | 8 | 8 | 0.22% | 0.66% | 1.08% | Q2 2013 | Q1 2015 | 8 |
Laraway Financial Advisors Inc | 8 | 8 | 0.58% | 0.64% | 0.78% | Q4 2021 | Q3 2023 | 8 |
PARAGON FINANCIAL PARTNERS, INC. | 8 | 8 | 0.23% | 0.24% | 0.24% | Q4 2021 | Q3 2023 | 8 |
Bedel Financial Consulting, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2019 | 8 |
Strategic Investment Advisors / MI | 4 | 2 | 0.81% | 1.92% | 2.88% | Q4 2020 | Q3 2023 | 8 |
Cribstone Capital Management, LLC | 7 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q3 2019 | 8 |
Robertson Stephens Wealth Management, LLC | 5 | 3 | 0.02% | 0.58% | 1.18% | Q4 2018 | Q4 2022 | 8 |
PURSUE WEALTH PARTNERS LLC | 8 | 8 | 0.64% | 0.98% | 1.37% | Q4 2021 | Q3 2023 | 8 |
Wavelength Capital Management, LLC | 8 | 8 | 1.20% | 3.68% | 8.14% | Q4 2021 | Q3 2023 | 8 |
Robbins Farley | 6 | 1 | 0.03% | 0.18% | 0.38% | Q1 2021 | Q3 2023 | 8 |
FSC Wealth Advisors, LLC | 8 | 8 | 0.02% | 2.18% | 8.37% | Q4 2021 | Q3 2023 | 8 |
QUEST INVESTMENT MANAGEMENT LLC | 8 | 8 | 0.09% | 0.17% | 0.21% | Q4 2016 | Q3 2018 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Ranch Capital Advisors Inc. | 8 | 8 | 0.06% | 0.07% | 0.08% | Q4 2019 | Q3 2021 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q1 2015 | 8 |
O'ROURKE & COMPANY, Inc | 8 | 8 | 0.94% | 1.06% | 1.13% | Q4 2021 | Q3 2023 | 8 |
CIBC Private Wealth Group, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 8 |
Compagnie Lombard Odier SCmA | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2015 | 8 |
BRASADA CAPITAL MANAGEMENT, LP | 6 | 2 | 0.04% | 0.18% | 0.47% | Q1 2018 | Q2 2021 | 8 |
BBVA USA Bancshares, Inc. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q3 2015 | 8 |
Linscomb & Williams, Inc. | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2013 | Q3 2015 | 8 |
Highview Capital Management LLC/DE/ | 8 | 8 | 0.23% | 0.32% | 0.37% | Q4 2021 | Q3 2023 | 8 |
OAK HARBOR WEALTH PARTNERS, LLC | 8 | 8 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 4 | 2 | 0.00% | 0.02% | 0.05% | Q2 2015 | Q2 2023 | 8 |
Weatherstone Capital Management | 2 | 1 | 0.94% | 4.26% | 10.25% | Q3 2013 | Q1 2019 | 8 |
SELDON CAPITAL LP | 8 | 8 | 0.26% | 0.56% | 1.07% | Q4 2021 | Q3 2023 | 8 |
MCMILLION CAPITAL MANAGEMENT INC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q2 2023 | 8 |
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 8 | 8 | 0.14% | 0.17% | 0.18% | Q4 2021 | Q3 2023 | 8 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 8 | 8 | 0.35% | 1.13% | 2.26% | Q1 2020 | Q4 2021 | 8 |
Wagner Wealth Management, LLC | 8 | 8 | 0.00% | 0.03% | 0.05% | Q4 2020 | Q3 2022 | 8 |
MONTAG A & ASSOCIATES INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
Capital Advisory Group Advisory Services, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2019 | 8 |
Yarbrough Capital, LLC | 8 | 8 | 0.28% | 0.39% | 0.74% | Q4 2021 | Q3 2023 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Fortitude Advisory Group L.L.C. | 8 | 8 | 0.14% | 0.20% | 0.25% | Q4 2021 | Q3 2023 | 8 |
Aspire Private Capital, LLC | 4 | 3 | 0.01% | 0.24% | 0.56% | Q4 2018 | Q2 2021 | 7 |
FundX Investment Group, LLC | 7 | 7 | 0.09% | 3.97% | 24.68% | Q1 2020 | Q3 2021 | 7 |
EUDAIMONIA ADVISORS LLC | 4 | 3 | 0.15% | 0.44% | 1.27% | Q4 2021 | Q3 2023 | 7 |
Delta Investment Management, LLC | 6 | 1 | 0.07% | 0.28% | 0.44% | Q4 2019 | Q1 2022 | 7 |
CETERA INVESTMENT MANAGEMENT LLC | 7 | 7 | 0.85% | 1.22% | 1.41% | Q4 2015 | Q2 2017 | 7 |
Domani Wealth, LLC | 7 | 7 | 0.08% | 0.33% | 0.66% | Q1 2015 | Q3 2016 | 7 |
Integrated Wealth Management | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2016 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Q3 Asset Management | 3 | 1 | 1.08% | 2.31% | 3.64% | Q4 2017 | Q4 2020 | 7 |
WFG Advisors, LP | 5 | 1 | 0.00% | 0.07% | 0.34% | Q1 2014 | Q2 2017 | 7 |
INVESTMENT HOUSE LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q1 2022 | 7 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.01% | 0.82% | 1.91% | Q3 2020 | Q3 2023 | 7 |
StoneX Group Inc. | 4 | 3 | 0.06% | 0.21% | 0.44% | Q2 2017 | Q4 2021 | 7 |
L.M. KOHN & COMPANY | 7 | 7 | 0.56% | 0.60% | 0.65% | Q1 2022 | Q3 2023 | 7 |
MCDONALD PARTNERS LLC | 7 | 7 | 0.15% | 0.23% | 0.28% | Q4 2020 | Q2 2022 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
FARMERS & MERCHANTS INVESTMENTS INC | 4 | 3 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 7 |
First PREMIER Bank | 7 | 7 | 0.01% | 0.01% | 0.03% | Q1 2022 | Q3 2023 | 7 |
MANAGED ACCOUNT ADVISORS LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 7 |
Burns Matteson Capital Management, LLC | 4 | 1 | 0.83% | 1.42% | 2.39% | Q4 2020 | Q2 2023 | 7 |
Laurel Wealth Planning LLC | 7 | 7 | 0.05% | 0.13% | 0.17% | Q1 2022 | Q3 2023 | 7 |
GREENLEAF TRUST | 7 | 7 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q4 2018 | 7 |
PERSONAL CFO SOLUTIONS, LLC | 3 | 2 | 0.05% | 0.13% | 0.19% | Q1 2021 | Q3 2023 | 7 |
Tradition Wealth Management, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 7 |
Laurel Wealth Advisors, Inc. | 5 | 1 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q4 2022 | 7 |
Sage Advisory Services, Ltd.Co. | 6 | 1 | 0.06% | 0.44% | 1.39% | Q3 2015 | Q1 2020 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.03% | 0.08% | 0.14% | Q1 2022 | Q3 2023 | 7 |
REGIONS FINANCIAL CORP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2020 | 7 |
PINNACLE FINANCIAL PARTNERS INC | 6 | 1 | 0.02% | 0.04% | 0.06% | Q2 2017 | Q1 2019 | 7 |
Archer Investment Corp | 6 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 7 |
McCarthy Asset Management, Inc. | 7 | 7 | 0.19% | 0.22% | 0.26% | Q4 2020 | Q2 2022 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.21% | 0.25% | 0.30% | Q2 2013 | Q4 2014 | 7 |
Hedeker Wealth, LLC | 7 | 7 | 0.21% | 2.64% | 3.68% | Q4 2020 | Q2 2022 | 7 |
CAPITAL WEALTH MANAGEMENT, LLC | 7 | 7 | 4.70% | 5.26% | 5.76% | Q4 2017 | Q2 2019 | 7 |
Weaver Consulting Group | 7 | 7 | 0.05% | 0.08% | 0.10% | Q1 2019 | Q3 2020 | 7 |
Avior Wealth Management, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 7 |
Bartlett & Co. LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2022 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.02% | 0.07% | 0.11% | Q2 2013 | Q4 2014 | 7 |
Ruggie Capital Group | 5 | 2 | 0.04% | 1.37% | 4.95% | Q2 2015 | Q2 2019 | 7 |
Cardan Capital Partners, LLC | 7 | 7 | 0.28% | 0.91% | 1.40% | Q1 2020 | Q3 2021 | 7 |
Meridian Wealth Management, LLC | 5 | 1 | 0.03% | 0.04% | 0.07% | Q2 2020 | Q2 2022 | 7 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 7 | 7 | 0.16% | 0.23% | 0.30% | Q3 2020 | Q1 2022 | 7 |
Valeo Financial Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 7 |
Worth Asset Management, LLC | 7 | 7 | 0.00% | 0.28% | 1.04% | Q1 2022 | Q3 2023 | 7 |
Voit & Company, LLC | 6 | 6 | 1.11% | 1.27% | 1.48% | Q4 2018 | Q1 2020 | 6 |
ProVise Management Group, LLC | 2 | 2 | 0.02% | 0.07% | 0.17% | Q4 2016 | Q4 2021 | 6 |
VAUGHAN & Co SECURITIES, INC. | 4 | 2 | 0.15% | 0.17% | 0.20% | Q4 2019 | Q3 2021 | 6 |
Ascendant Capital Management, LLC | 5 | 1 | 0.42% | 1.06% | 1.33% | Q4 2020 | Q1 2023 | 6 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q4 2017 | 6 |
Mariner, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.66% | 0.81% | 0.93% | Q2 2022 | Q3 2023 | 6 |
CONNING INC. | 6 | 6 | 0.08% | 0.20% | 0.37% | Q1 2022 | Q2 2023 | 6 |
Baldrige Asset Management LLC | 6 | 6 | 0.03% | 0.07% | 0.10% | Q4 2021 | Q1 2023 | 6 |
M Holdings Securities, Inc. | 3 | 1 | 0.05% | 0.54% | 1.08% | Q3 2014 | Q2 2018 | 6 |
Grace Capital | 5 | 1 | 0.19% | 0.36% | 0.71% | Q2 2018 | Q2 2021 | 6 |
COMMUNITY BANK SYSTEM, INC. | 6 | 6 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2014 | 6 |
Leonard Rickey Investment Advisors P.L.L.C. | 6 | 6 | 0.22% | 0.24% | 0.25% | Q4 2017 | Q1 2019 | 6 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 6 | 6 | 0.12% | 11.16% | 20.09% | Q4 2017 | Q1 2019 | 6 |
FOUNDERS FINANCIAL SECURITIES LLC | 5 | 1 | 0.12% | 0.20% | 0.29% | Q2 2017 | Q2 2021 | 6 |
HORIZON FINANCIAL SERVICES, LLC | 6 | 6 | 0.75% | 1.37% | 2.15% | Q2 2021 | Q3 2022 | 6 |
Oxinas Partners Wealth Management LLC | 6 | 6 | 0.13% | 1.32% | 2.57% | Q4 2020 | Q1 2022 | 6 |
KMS FINANCIAL SERVICES, INC | 6 | 6 | 0.05% | 0.06% | 0.10% | Q2 2013 | Q3 2014 | 6 |
Karp Capital Management Corp | 6 | 6 | 1.33% | 1.43% | 1.65% | Q1 2018 | Q2 2019 | 6 |
First Capital Advisors Group, LLC. | 6 | 6 | 0.35% | 1.30% | 2.16% | Q4 2016 | Q1 2018 | 6 |
Homrich & Berg | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2021 | 6 |
UBS AG | 6 | 6 | 0.03% | 0.05% | 0.06% | Q2 2013 | Q3 2014 | 6 |
Roble, Belko & Company, Inc | 6 | 6 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q2 2020 | 6 |
Blackhawk Capital Partners LLC. | 6 | 6 | 0.31% | 0.55% | 0.98% | Q4 2020 | Q1 2022 | 6 |
Transform Wealth, LLC | 3 | 1 | 0.13% | 0.65% | 1.14% | Q2 2019 | Q1 2023 | 6 |
WealthTrust Asset Management, LLC | 5 | 1 | 0.20% | 1.62% | 5.21% | Q2 2021 | Q3 2023 | 6 |
TRUSTCORE FINANCIAL SERVICES, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2021 | 6 |
MOODY NATIONAL BANK TRUST DIVISION | 5 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q2 2021 | 6 |
Argentus Capital Management, LLC | 5 | 1 | 0.01% | 0.20% | 0.50% | Q2 2014 | Q3 2016 | 6 |
Bangor Savings Bank | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
SCOTIA CAPITAL INC. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2021 | 6 |
MASSMUTUAL TRUST CO FSB/ADV | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2022 | 6 |
Maryland Capital Management | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2018 | Q3 2020 | 6 |
BANK OF NOVA SCOTIA | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2022 | 6 |
MCIA Inc | 6 | 6 | 3.21% | 3.55% | 4.18% | Q2 2017 | Q3 2018 | 6 |
Smithfield Trust Co | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2017 | 6 |
Lee Financial Group Hawaii, Inc. | 6 | 6 | 1.41% | 1.48% | 1.53% | Q4 2017 | Q1 2019 | 6 |
Fulcrum Equity Management | 4 | 1 | 0.10% | 0.33% | 0.89% | Q1 2019 | Q1 2021 | 6 |
Ledyard National Bank | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q1 2016 | 6 |
Advisor Resource Council | 6 | 6 | 0.02% | 0.26% | 0.43% | Q2 2022 | Q3 2023 | 6 |
Truvestments Capital LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q2 2021 | 6 |
Arbor Wealth Management, LLC | 5 | 1 | 0.00% | 2.68% | 3.56% | Q4 2015 | Q1 2019 | 6 |
PBMares Wealth Management LLC | 6 | 6 | 0.11% | 0.16% | 0.24% | Q4 2020 | Q1 2022 | 6 |
Realta Investment Advisors | 2 | 2 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 6 |
People's United Financial, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
FourThought Financial, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 5 |
QUEST CAPITAL MANAGEMENT INC /ADV | 5 | 5 | 0.04% | 0.05% | 0.08% | Q4 2020 | Q4 2021 | 5 |
Golden State Wealth Management, LLC | 4 | 1 | 0.00% | 0.65% | 0.92% | Q1 2019 | Q1 2022 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q1 2015 | Q1 2016 | 5 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.05% | 0.15% | Q4 2018 | Q1 2021 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.03% | 0.05% | 0.09% | Q4 2021 | Q4 2022 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.35% | 0.48% | 0.72% | Q4 2020 | Q4 2021 | 5 |
MATRIX PRIVATE CAPITAL GROUP LLC | 5 | 5 | 0.02% | 0.11% | 0.17% | Q4 2019 | Q4 2020 | 5 |
Center For Asset Management LLC | 4 | 1 | 0.83% | 1.07% | 1.66% | Q4 2020 | Q3 2022 | 5 |
Apexium Financial, LP | 5 | 5 | 0.08% | 0.10% | 0.13% | Q3 2022 | Q3 2023 | 5 |
Johnson Midwest Financial, LLC | 5 | 5 | 0.01% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
HERITAGE INVESTORS MANAGEMENT CORP | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q2 2021 | 5 |
B&D White Capital Company, LLC | 5 | 5 | 0.32% | 1.71% | 2.55% | Q4 2020 | Q4 2021 | 5 |
Avestar Capital, LLC | 5 | 5 | 0.07% | 0.13% | 0.20% | Q2 2018 | Q2 2019 | 5 |
BlackRock Institutional Trust Company, N.A. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
Private Advisory Group LLC | 4 | 1 | 0.16% | 0.20% | 0.25% | Q2 2017 | Q2 2019 | 5 |
Friedenthal Financial | 2 | 1 | 0.44% | 4.35% | 7.11% | Q4 2013 | Q1 2021 | 5 |
Beaumont Financial Partners, LLC | 2 | 1 | 0.02% | 0.18% | 0.34% | Q1 2015 | Q3 2022 | 5 |
Cresset Asset Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q4 2019 | 5 |
Goodwin Investment Advisory | 4 | 1 | 0.00% | 0.01% | 0.03% | Q1 2022 | Q3 2023 | 5 |
IFC Holdings Incorporated/FL | 5 | 5 | 0.09% | 0.10% | 0.10% | Q2 2014 | Q2 2015 | 5 |
AMJ Financial Wealth Management | 5 | 5 | 1.01% | 1.34% | 2.24% | Q4 2020 | Q4 2021 | 5 |
Portfolio Strategies Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q4 2017 | 5 |
RMR Wealth Builders | 4 | 1 | 0.03% | 0.06% | 0.08% | Q4 2019 | Q1 2021 | 5 |
Centric Wealth Management | 5 | 5 | 0.65% | 0.78% | 0.85% | Q4 2020 | Q4 2021 | 5 |
NWAM LLC | 4 | 1 | 0.02% | 0.22% | 0.33% | Q1 2014 | Q3 2021 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.01% | 0.02% | 0.07% | Q3 2022 | Q3 2023 | 5 |
Spotlight Asset Group, Inc. | 3 | 2 | 0.10% | 0.18% | 0.36% | Q4 2019 | Q1 2021 | 5 |
Dakota Wealth Management | 5 | 5 | 0.05% | 0.43% | 1.05% | Q3 2022 | Q3 2023 | 5 |
Madrona Financial Services, LLC | 5 | 5 | 0.91% | 1.02% | 1.07% | Q4 2014 | Q4 2015 | 5 |
SITTNER & NELSON, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q2 2023 | 5 |
Cerity Partners LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 5 |
Tranquilli Financial Advisor LLC | 5 | 5 | 0.21% | 0.54% | 1.03% | Q4 2020 | Q4 2021 | 5 |
WOLVERINE ASSET MANAGEMENT LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q2 2021 | 5 |
JMAC ENTERPRISES LLC | 5 | 5 | 0.63% | 0.72% | 0.80% | Q4 2021 | Q4 2022 | 5 |
Smart Portfolios, LLC | 3 | 1 | 4.30% | 5.85% | 8.58% | Q4 2013 | Q4 2015 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.03% | 0.14% | Q4 2021 | Q3 2023 | 5 |
TDAM USA INC. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2016 | 5 |
Stelac Advisory Services LLC | 4 | 1 | 0.07% | 0.16% | 0.20% | Q2 2018 | Q1 2020 | 5 |
SMITH CHAS P & ASSOCIATES PA CPAS | 3 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q2 2023 | 5 |
GHP Investment Advisors, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 5 |
Ameliora Wealth Management Ltd. | 5 | 5 | 0.03% | 0.04% | 0.07% | Q3 2022 | Q3 2023 | 5 |
Florin Court Capital LLP | 3 | 2 | 0.30% | 6.13% | 19.97% | Q3 2021 | Q3 2023 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.02% | 0.06% | 0.14% | Q3 2021 | Q3 2022 | 5 |
Paradigm Financial Advisors, LLC | 4 | 1 | 0.07% | 0.12% | 0.18% | Q1 2014 | Q4 2021 | 5 |
Rehmann Capital Advisory Group | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 5 |
Pathway Financial Advisors LLC | 5 | 5 | 0.01% | 0.14% | 0.34% | Q4 2017 | Q4 2018 | 5 |
CAMBRIDGE TRUST CO | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 5 |
Golden State Equity Partners | 4 | 1 | 0.29% | 0.56% | 0.76% | Q4 2020 | Q1 2022 | 5 |
ROCKLAND TRUST CO | 5 | 5 | 0.02% | 0.05% | 0.11% | Q3 2022 | Q3 2023 | 5 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.15% | 0.20% | Q2 2021 | Q4 2022 | 5 |
Eagle Strategies LLC | 3 | 2 | 0.07% | 0.26% | 0.67% | Q4 2021 | Q1 2023 | 5 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 5 |
ROSENBLUM SILVERMAN SUTTON S F INC /CA | 2 | 1 | 0.50% | 0.54% | 0.58% | Q1 2020 | Q3 2023 | 5 |
AEGON USA Investment Management, LLC | 5 | 5 | 0.45% | 0.55% | 0.67% | Q2 2013 | Q2 2014 | 5 |
Legacy Private Trust Co. | 5 | 5 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2021 | 5 |
Kore Private Wealth LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2020 | 5 |
REILLY FINANCIAL ADVISORS, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2019 | 4 |
Systelligence, LLC | 3 | 1 | 0.43% | 0.92% | 1.83% | Q1 2020 | Q1 2022 | 4 |
LVZ, Inc. | 3 | 1 | 0.04% | 4.44% | 6.43% | Q1 2015 | Q2 2020 | 4 |
Sharkey, Howes & Javer | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2017 | 4 |
Destiny Wealth Partners, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q4 2021 | 4 |
KWB Wealth | 4 | 4 | 0.07% | 0.08% | 0.08% | Q2 2022 | Q1 2023 | 4 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 3 | 1 | 0.02% | 0.03% | 0.06% | Q4 2018 | Q3 2021 | 4 |
Live Oak Investment Partners | 4 | 4 | 0.02% | 0.03% | 0.05% | Q4 2022 | Q3 2023 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Detalus Advisors, LLC | 4 | 4 | 0.12% | 0.42% | 0.77% | Q2 2022 | Q1 2023 | 4 |
B. Riley Financial, Inc. | 4 | 4 | 0.05% | 0.08% | 0.11% | Q3 2017 | Q2 2018 | 4 |
FirstPurpose Wealth LLC | 2 | 2 | 0.21% | 0.25% | 0.31% | Q3 2022 | Q3 2023 | 4 |
Simplicity Wealth,LLC | 3 | 1 | 0.12% | 1.07% | 1.70% | Q4 2021 | Q3 2023 | 4 |
MEEDER ASSET MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2021 | 4 |
Glassman Wealth Services | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Delta Financial Group, Inc. | 4 | 4 | 0.19% | 0.32% | 0.66% | Q4 2022 | Q3 2023 | 4 |
OXFORD ASSET MANAGEMENT LLP | 4 | 4 | 0.01% | 0.02% | 0.02% | Q3 2017 | Q2 2018 | 4 |
G&S Capital LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2017 | Q3 2018 | 4 |
Edmond de Rothschild (Europe) | 4 | 4 | 0.32% | 0.40% | 0.59% | Q2 2015 | Q1 2016 | 4 |
Julex Capital Management, LLC | 4 | 4 | 0.00% | 0.11% | 0.27% | Q4 2018 | Q3 2019 | 4 |
MONETA GROUP INVESTMENT ADVISORS LLC | 2 | 1 | 0.01% | 0.03% | 0.08% | Q4 2017 | Q4 2020 | 4 |
K2 PRINCIPAL FUND, L.P. | 4 | 4 | 0.07% | 0.35% | 0.78% | Q4 2020 | Q3 2021 | 4 |
Mascoma Wealth Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
HBW ADVISORY SERVICES LLC | 3 | 1 | 0.10% | 0.13% | 0.22% | Q2 2020 | Q3 2021 | 4 |
Capital One Investing, Inc. | 4 | 4 | 0.50% | 0.54% | 0.58% | Q4 2018 | Q3 2019 | 4 |
iAB Financial Bank | 4 | 4 | 0.13% | 0.15% | 0.17% | Q3 2016 | Q2 2017 | 4 |
Columbus Macro, LLC | 4 | 4 | 2.72% | 3.98% | 4.95% | Q4 2017 | Q3 2018 | 4 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 4 | 4 | 0.07% | 0.08% | 0.08% | Q4 2017 | Q3 2018 | 4 |
Strait & Sound Wealth Management LLC | 4 | 4 | 0.20% | 0.23% | 0.26% | Q4 2022 | Q3 2023 | 4 |
Rosenberg Matthew Hamilton | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
CGN Advisors LLC | 4 | 4 | 0.18% | 0.29% | 0.37% | Q4 2020 | Q3 2021 | 4 |
Clarity Financial LLC | 2 | 2 | 0.30% | 0.40% | 0.48% | Q2 2021 | Q4 2022 | 4 |
Elequin Capital, LP | 2 | 1 | 0.65% | 2.67% | 4.06% | Q4 2021 | Q3 2023 | 4 |
GABLES CAPITAL MANAGEMENT INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
PICTET BANK & TRUST Ltd | 4 | 4 | 1.51% | 1.72% | 1.89% | Q1 2021 | Q4 2021 | 4 |
VitalStone Financial, LLC | 4 | 4 | 0.00% | 0.27% | 0.97% | Q4 2022 | Q3 2023 | 4 |
Kathleen S. Wright Associates Inc. | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.09% | 0.11% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Silverleafe Capital Partners, LLC | 4 | 4 | 0.25% | 0.46% | 0.55% | Q1 2021 | Q4 2021 | 4 |
MFA WEALTH ADVISORS, LLC | 3 | 1 | 0.01% | 0.24% | 0.34% | Q4 2017 | Q2 2020 | 4 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 4 | 4 | 0.00% | 0.03% | 0.05% | Q4 2021 | Q3 2022 | 4 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.01% | 0.09% | 0.23% | Q4 2020 | Q3 2023 | 4 |
Ascent Group, LLC | 3 | 1 | 0.10% | 0.30% | 0.44% | Q2 2022 | Q2 2023 | 4 |
Cordatus Wealth Management LLC | 2 | 1 | 0.49% | 0.70% | 1.15% | Q1 2019 | Q3 2020 | 4 |
Alpha Cubed Investments, LLC | 4 | 4 | 0.40% | 0.92% | 1.91% | Q1 2015 | Q4 2015 | 4 |
KHP Capital, LLC | 4 | 4 | 1.02% | 1.03% | 1.04% | Q4 2017 | Q3 2018 | 4 |
Banque Cantonale Vaudoise | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
Arkadios Wealth Advisors | 4 | 4 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2021 | 4 |
Econ Financial Services Corp | 3 | 1 | 0.01% | 1.75% | 3.81% | Q4 2018 | Q4 2021 | 4 |
HF Advisory Group, LLC | 4 | 4 | 2.00% | 2.04% | 2.08% | Q4 2022 | Q3 2023 | 4 |
Kernodle & Katon Asset Management Group, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2015 | Q3 2016 | 4 |
Trek Financial, LLC | 4 | 4 | 0.02% | 0.07% | 0.19% | Q2 2020 | Q1 2021 | 4 |
Continuum Advisory, LLC | 2 | 2 | 0.05% | 0.09% | 0.18% | Q3 2022 | Q3 2023 | 4 |
Merit Financial Group, LLC | 4 | 4 | 0.10% | 0.16% | 0.21% | Q4 2019 | Q3 2020 | 4 |
ST GERMAIN D J CO INC | 3 | 1 | 0.72% | 1.71% | 4.57% | Q4 2022 | Q4 2023 | 4 |
ParenteBeard Wealth Management, LLC | 4 | 4 | 0.10% | 0.12% | 0.16% | Q1 2014 | Q4 2014 | 4 |
Leucadia National | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Carroll Financial Associates, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2019 | 4 |
CENTRAL TRUST Co | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 4 |
Syntegra Private Wealth Group, LLC | 4 | 4 | 0.25% | 1.60% | 2.09% | Q4 2022 | Q3 2023 | 4 |
Catalyst Capital Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 4 |
Signature Wealth Management Group | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2017 | Q3 2018 | 4 |
Horrell Capital Management, Inc. | 4 | 4 | 0.04% | 0.04% | 0.05% | Q2 2014 | Q1 2015 | 4 |
Steinberg Global Asset Management | 4 | 4 | 0.04% | 0.05% | 0.06% | Q2 2018 | Q1 2019 | 4 |
Frontier Asset Management, LLC | 2 | 2 | 0.11% | 0.12% | 0.14% | Q4 2021 | Q3 2023 | 4 |
Lifeworks Advisors, LLC | 4 | 4 | 0.15% | 0.27% | 0.34% | Q4 2021 | Q3 2022 | 4 |
Principle Wealth Partners LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Premier Fund Managers Ltd | 4 | 4 | 1.50% | 2.67% | 3.37% | Q4 2015 | Q3 2016 | 4 |
FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2023 | 4 |
Mill Creek Capital Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
SILVER OAK SECURITIES, INCORPORATED | 3 | 1 | 0.16% | 0.23% | 0.33% | Q3 2022 | Q3 2023 | 4 |
Athanor Capital, LP | 3 | 1 | 0.37% | 0.55% | 0.89% | Q1 2020 | Q1 2021 | 4 |
Logan Stone Capital, LLC | 2 | 1 | 0.87% | 1.41% | 2.15% | Q4 2021 | Q1 2023 | 4 |
DCM Advisors, LLC | 4 | 4 | 0.04% | 0.07% | 0.08% | Q4 2020 | Q3 2021 | 4 |
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Capital Asset Advisory Services LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2022 | 4 |
CAPSTONE INVESTMENT ADVISORS, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q2 2023 | 4 |
Nachman Norwood & Parrott, Inc | 4 | 4 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q2 2021 | 4 |
Professional Financial Advisors, LLC | 4 | 4 | 0.00% | 0.08% | 0.33% | Q4 2021 | Q3 2022 | 4 |
Firestone Capital Management | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q2 2020 | 3 |
COMMONS CAPITAL, LLC | 3 | 3 | 0.61% | 0.65% | 0.72% | Q4 2021 | Q2 2022 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 3 |
Atlas Private Wealth Management, LLC | 3 | 3 | 0.01% | 1.35% | 4.04% | Q4 2019 | Q2 2020 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
SteelBridge Private Wealth Advisors LLC | 3 | 3 | 0.81% | 0.84% | 0.86% | Q4 2016 | Q2 2017 | 3 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 3 | 3 | 0.12% | 0.31% | 0.42% | Q2 2015 | Q4 2015 | 3 |
Baltimore-Washington Financial Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2015 | 3 |
Strategic Wealth Partners, Ltd. | 3 | 3 | 0.03% | 0.09% | 0.18% | Q4 2017 | Q2 2018 | 3 |
Nationwide Fund Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 3 |
Alliance Wealth Advisors, LLC /UT | 2 | 1 | 1.54% | 1.65% | 1.83% | Q4 2022 | Q3 2023 | 3 |
ACG Wealth | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2014 | Q3 2014 | 3 |
Corient Private Wealth LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Essex Savings Bank | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
3EDGE Asset Management, LP | 3 | 3 | 0.05% | 0.06% | 0.07% | Q2 2020 | Q4 2020 | 3 |
Beacon Financial Advisory LLC | 3 | 3 | 0.11% | 0.11% | 0.12% | Q1 2021 | Q3 2021 | 3 |
Goodman Advisory Group, LLC | 3 | 3 | 0.00% | 0.02% | 0.03% | Q4 2022 | Q2 2023 | 3 |
Vectors Research Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q2 2022 | 3 |
Pinnacle Wealth Management Group, Inc. | 3 | 3 | 0.23% | 0.30% | 0.34% | Q2 2021 | Q4 2021 | 3 |
Clearstead Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2021 | 3 |
PARSONS CAPITAL MANAGEMENT INC/RI | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q3 2018 | 3 |
ROPES WEALTH ADVISORS LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q2 2021 | 3 |
UMB Bank, n.a. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Hilton Capital Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
Migdal Insurance & Financial Holdings Ltd. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2020 | 3 |
Lowe Wealth Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q4 2019 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Diligent Investors, LLC | 3 | 3 | 0.17% | 0.18% | 0.18% | Q4 2016 | Q2 2017 | 3 |
ACT Advisors, LLC. | 3 | 3 | 9.42% | 9.93% | 10.41% | Q4 2022 | Q2 2023 | 3 |
Hotaling Investment Management, LLC | 3 | 3 | 1.29% | 1.51% | 1.82% | Q4 2018 | Q2 2019 | 3 |
Guidant Wealth Advisors | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
Register Financial Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Hoover Financial Advisors, Inc. | 3 | 3 | 0.04% | 0.04% | 0.06% | Q4 2020 | Q2 2021 | 3 |
Asset Planning Services, Ltd. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2018 | 3 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 1 | 1 | 0.00% | 0.76% | 2.21% | Q4 2016 | Q3 2018 | 3 |
Kingsbury Capital Investment Advisors LLC | 3 | 3 | 3.93% | 4.08% | 4.17% | Q1 2022 | Q3 2022 | 3 |
Strategic Income Management, LLC | 3 | 3 | 2.32% | 2.42% | 2.47% | Q4 2014 | Q2 2015 | 3 |
West Wealth Group, LLC | 3 | 3 | 0.10% | 0.18% | 0.22% | Q1 2023 | Q3 2023 | 3 |
Austin Private Wealth, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q2 2023 | 3 |
NVWM, LLC | 2 | 1 | 0.00% | 0.29% | 0.55% | Q1 2018 | Q1 2019 | 3 |
Alken Asset Management Ltd | 3 | 3 | 0.14% | 0.30% | 0.42% | Q2 2017 | Q4 2017 | 3 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.15% | 0.46% | 0.80% | Q4 2021 | Q3 2023 | 3 |
CreativeOne Wealth, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 3 | 3 | 0.62% | 0.68% | 0.77% | Q2 2021 | Q4 2021 | 3 |
Aveo Capital Partners, LLC | 2 | 1 | 0.08% | 0.37% | 0.61% | Q2 2017 | Q4 2022 | 3 |
Bay Harbor Wealth Management, LLC | 3 | 3 | 0.46% | 0.50% | 0.52% | Q4 2018 | Q2 2019 | 3 |
KLINGENSTEIN FIELDS & CO LP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2016 | 3 |
PICTET ASSET MANAGEMENT LTD | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 3 |
Vigilant Capital Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q1 2018 | 3 |
CITIZENS FINANCIAL GROUP INC/RI | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2020 | 3 |
SEGALL BRYANT & HAMILL, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q3 2016 | 3 |
ADVENT CAPITAL MANAGEMENT /DE/ | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 3 | 3 | 0.85% | 1.13% | 1.35% | Q2 2014 | Q4 2014 | 3 |
Kovitz Investment Group Partners, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2021 | 3 |
Klaas Financial Asset Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Ballew Advisors, Inc | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2018 | Q3 2018 | 3 |
Lido Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Bleakley Financial Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.01% | 0.04% | 0.08% | Q4 2017 | Q3 2021 | 3 |
Kabarec Financial Advisors, Ltd. | 3 | 3 | 2.49% | 2.69% | 2.90% | Q4 2017 | Q2 2018 | 3 |
TFB Advisors LLC | 2 | 1 | 0.99% | 1.64% | 2.30% | Q4 2022 | Q3 2023 | 3 |
TORONTO DOMINION BANK | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 3 |
JOHN G ULLMAN & ASSOCIATES INC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q2 2015 | 3 |
NorthRock Partners, LLC | 3 | 3 | 0.05% | 0.23% | 0.50% | Q3 2019 | Q1 2020 | 3 |
HM Capital Management, LLC | 3 | 3 | 1.40% | 2.61% | 3.95% | Q2 2013 | Q4 2013 | 3 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 3 | 3 | 0.00% | 0.60% | 1.80% | Q1 2023 | Q3 2023 | 3 |
RiverFront Investment Group, LLC | 3 | 3 | 0.34% | 0.64% | 1.22% | Q2 2009 | Q4 2009 | 3 |
East Coast Asset Management, LLC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q2 2013 | 3 |
First Allied Asset Management, Inc. | 3 | 3 | 0.58% | 0.97% | 1.36% | Q2 2014 | Q4 2014 | 3 |
Meristem Family Wealth, LLC | 3 | 3 | 0.02% | 0.06% | 0.10% | Q2 2021 | Q4 2021 | 3 |
Richard W. Paul & Associates, LLC | 3 | 3 | 0.07% | 0.09% | 0.10% | Q4 2022 | Q2 2023 | 3 |
Strategic Capital Alternatives LLC | 2 | 1 | 0.00% | 0.01% | 0.04% | Q3 2014 | Q3 2015 | 3 |
Vontobel Holding Ltd. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
McKinley Carter Wealth Services, Inc. | 3 | 3 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q2 2021 | 3 |
SeaTown Holdings Pte. Ltd. | 3 | 3 | 0.51% | 0.89% | 1.59% | Q1 2021 | Q3 2021 | 3 |
Chessman Wealth Strategies RIA | 2 | 1 | 0.07% | 7.89% | 13.55% | Q4 2017 | Q3 2018 | 3 |
Brick & Kyle, Associates | 3 | 3 | 0.06% | 0.07% | 0.07% | Q3 2016 | Q1 2017 | 3 |
Cornerstone Financial Partners, LLC | 3 | 3 | 0.08% | 0.57% | 0.86% | Q2 2017 | Q4 2017 | 3 |
Armor Investment Advisors, LLC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q2 2023 | 3 |
WealthOne, LLC | 1 | 1 | 0.10% | 0.14% | 0.19% | Q4 2018 | Q4 2022 | 3 |
Latitude Advisors, LLC | 2 | 1 | 0.29% | 0.76% | 1.50% | Q4 2020 | Q4 2021 | 3 |
Headlands Technologies LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 3 |
MAIRS & POWER INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
TCWP LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q2 2022 | Q4 2022 | 3 |
HL FINANCIAL SERVICES LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2015 | 3 |
FolioMetrix LLC | 3 | 3 | 0.03% | 0.08% | 0.14% | Q4 2014 | Q2 2015 | 3 |
Regal Wealth Group, Inc. | 3 | 3 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q2 2018 | 3 |
ROBERTSON STEPHENS ADVISORS LLC | 3 | 3 | 0.27% | 0.40% | 0.46% | Q1 2017 | Q3 2017 | 3 |
Strid Group, LLC | 3 | 3 | 0.12% | 0.15% | 0.19% | Q4 2015 | Q2 2016 | 3 |
FIELDPOINT PRIVATE ADVISORS, INC | 2 | 2 | 3.57% | 4.10% | 4.64% | Q1 2017 | Q2 2017 | 2 |
Wealthspire Advisors, L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
Empirical Finance, LLC | 1 | 1 | 0.06% | 0.07% | 0.08% | Q4 2017 | Q2 2018 | 2 |
Avalon Investment & Advisory | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q2 2020 | 2 |
BASSO CAPITAL MANAGEMENT, L.P. | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2014 | Q3 2015 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Autumn Glory Partners, LLC | 2 | 2 | 0.19% | 0.20% | 0.21% | Q4 2021 | Q1 2022 | 2 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q4 2022 | 2 |
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 2 | 2 | 0.21% | 0.57% | 0.92% | Q4 2021 | Q1 2022 | 2 |
SouthState Corp | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
PRENTISS SMITH & CO INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
WESTWOOD HOLDINGS GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
OneAscent Financial Services LLC | 1 | 1 | 0.10% | 0.74% | 1.39% | Q4 2022 | Q3 2023 | 2 |
Farther Finance Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Onyx Bridge Wealth Group LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Uniplan Investment Counsel, Inc. | 2 | 2 | 0.15% | 0.16% | 0.17% | Q4 2020 | Q1 2021 | 2 |
Meridian Wealth Partners, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q1 2020 | 2 |
FNY Managed Accounts LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q4 2017 | 2 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q1 2015 | 2 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2022 | 2 |
Accuvest Global Advisors | 1 | 1 | 1.90% | 2.55% | 3.21% | Q1 2014 | Q3 2014 | 2 |
Legacy Advisors, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q2 2018 | 2 |
CAPITAL GUARDIAN TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 2 |
Cascadia Advisory Services, LLC | 1 | 1 | 0.28% | 0.46% | 0.64% | Q4 2019 | Q3 2021 | 2 |
Psagot Value Holdings Ltd. / (Israel) | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q4 2022 | 2 |
SevenOneSeven Capital Management | 2 | 2 | 0.23% | 0.39% | 0.54% | Q4 2020 | Q1 2021 | 2 |
Strategic Capital Group LLC | 2 | 2 | 0.40% | 0.54% | 0.68% | Q1 2014 | Q2 2014 | 2 |
Alpine Global Management, LLC | 2 | 2 | 0.13% | 0.24% | 0.34% | Q4 2016 | Q1 2017 | 2 |
Manchester Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
INSTRUMENTAL WEALTH, LLC | 2 | 2 | 0.28% | 0.28% | 0.28% | Q1 2023 | Q2 2023 | 2 |
WealthTrust-Arizona, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q4 2021 | Q1 2022 | 2 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.53% | 0.53% | 0.53% | Q2 2013 | Q3 2013 | 2 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.05% | 0.09% | Q2 2018 | Q4 2022 | 2 |
Tennessee Valley Asset Management Partners | 2 | 2 | 0.12% | 0.24% | 0.35% | Q3 2022 | Q4 2022 | 2 |
Lindbrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 2 |
SECURITY NATIONAL BANK OF SO DAK | 2 | 2 | 0.63% | 0.68% | 0.73% | Q2 2013 | Q3 2013 | 2 |
KWMG, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 0.36% | 0.37% | 0.38% | Q2 2023 | Q3 2023 | 2 |
Virtus ETF Advisers LLC | 2 | 2 | 0.21% | 0.24% | 0.28% | Q4 2016 | Q1 2017 | 2 |
DFPG INVESTMENTS, LLC | 1 | 1 | 0.04% | 0.13% | 0.22% | Q1 2019 | Q2 2023 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
SIGNATUREFD, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Intelligence Driven Advisers, LLC | 2 | 2 | 0.13% | 0.15% | 0.17% | Q2 2022 | Q3 2022 | 2 |
MATHER GROUP, LLC. | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q3 2022 | 2 |
Larson Financial Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
SkyView Investment Advisors, LLC | 2 | 2 | 1.46% | 1.50% | 1.54% | Q1 2021 | Q2 2021 | 2 |
IPG Investment Advisors LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q1 2021 | 2 |
Dunhill Financial, LLC | 2 | 2 | 1.49% | 1.57% | 1.66% | Q2 2023 | Q3 2023 | 2 |
Waverly Advisors, LLC | 2 | 2 | 0.11% | 0.12% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
Edge Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Israel Discount Bank of New York | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q2 2017 | 2 |
Revisor Wealth Management LLC | 2 | 2 | 0.89% | 0.98% | 1.06% | Q1 2023 | Q2 2023 | 2 |
Resurgent Financial Advisors LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Fluent Financial, LLC | 2 | 2 | 1.55% | 1.56% | 1.56% | Q2 2018 | Q3 2018 | 2 |
Integrated Advisors Network LLC | 1 | 1 | 0.22% | 0.26% | 0.30% | Q4 2019 | Q3 2021 | 2 |
DELTA CAPITAL MANAGEMENT LLC | 2 | 2 | 0.52% | 0.53% | 0.54% | Q2 2023 | Q3 2023 | 2 |
BAROMETER CAPITAL MANAGEMENT INC. | 2 | 2 | 0.16% | 0.20% | 0.24% | Q2 2020 | Q3 2020 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q1 2021 | 2 |
UNION SAVINGS BANK | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Fund Evaluation Group, LLC | 2 | 2 | 0.17% | 0.18% | 0.19% | Q4 2019 | Q1 2020 | 2 |
AXS Investments LLC | 2 | 2 | 0.13% | 0.21% | 0.28% | Q2 2023 | Q3 2023 | 2 |
FinTrust Capital Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
SVB WEALTH LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
OXFORD FINANCIAL GROUP, LTD. LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
PFM Asset Management LLC | 1 | 1 | 6.38% | 8.31% | 10.24% | Q2 2020 | Q3 2021 | 2 |
DOWLING & YAHNKE LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
Private Capital Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
DELTA ASSET MANAGEMENT LLC/TN | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2014 | 2 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2021 | 2 |
Semmax Financial Advisors Inc. | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Addison Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q4 2021 | Q1 2022 | 2 |
Financial Gravity Companies, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Perella Weinberg Partners Capital Management LP | 2 | 2 | 0.47% | 0.49% | 0.51% | Q1 2019 | Q2 2019 | 2 |
FIRST BUSINESS FINANCIAL SERVICES, INC. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
PRELUDE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 2 |
Gallagher Fiduciary Advisors, LLC | 2 | 2 | 0.09% | 0.10% | 0.12% | Q1 2023 | Q2 2023 | 2 |
CABANA LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 2 |
Stonehage Fleming Financial Services Holdings Ltd | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2014 | Q1 2015 | 2 |
Hanson & Doremus Investment Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
Western Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Dana Investment Advisors, Inc. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q4 2020 | 2 |
MYCIO WEALTH PARTNERS, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2018 | Q3 2018 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2013 | 2 |
Walleye Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2022 | 2 |
Carmichael Hill & Associates, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Kathmere Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Optas, LLC | 2 | 2 | 0.27% | 0.29% | 0.30% | Q4 2019 | Q1 2020 | 2 |
Daiwa Securities Group Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
IRON Financial LLC | 2 | 2 | 4.07% | 4.71% | 5.35% | Q4 2013 | Q1 2014 | 2 |
FormulaFolio Investments, LLC | 1 | 1 | 0.03% | 0.04% | 0.05% | Q3 2019 | Q4 2020 | 2 |
Beacon Harbor Wealth Advisors, Inc. | 1 | 1 | 2.72% | 3.06% | 3.39% | Q4 2020 | Q2 2023 | 2 |
Gladstone Institutional Advisory LLC | 1 | 1 | 0.06% | 0.06% | 0.07% | Q2 2020 | Q2 2021 | 2 |
WIN ADVISORS, INC | 1 | 1 | 0.00% | 0.20% | 0.39% | Q1 2022 | Q2 2023 | 2 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Retireful, LLC | 1 | 1 | 0.21% | 0.37% | 0.53% | Q2 2022 | Q3 2023 | 2 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2 | 2 | 0.09% | 0.12% | 0.16% | Q2 2018 | Q3 2018 | 2 |
Crow Point Partners, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q3 2018 | Q4 2018 | 2 |
Altium Wealth Management LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q3 2019 | 2 |
Pinnacle Holdings, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q4 2015 | 2 |
Davis Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
BlueCrest Capital Management Ltd | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Lifestyle Asset Management, Inc. | 2 | 2 | 5.29% | 5.42% | 5.55% | Q2 2023 | Q3 2023 | 2 |
Stonebridge Capital Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Beaumont Capital Management, LLC | 2 | 2 | 0.21% | 1.19% | 2.17% | Q3 2022 | Q4 2022 | 2 |
LIBERTY WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q2 2021 | 2 |
Smart Money Group LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q1 2021 | Q1 2021 | 1 |
Swift Run Capital | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2018 | Q1 2018 | 1 |
United Community Bank | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
TD ASSET MANAGEMENT INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2015 | Q1 2015 | 1 |
THOMPSON SIEGEL & WALMSLEY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
Ceros Financial Services Inc. | 1 | 1 | 0.41% | 0.41% | 0.41% | Q1 2019 | Q1 2019 | 1 |
Key Client Fiduciary Advisors, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
Trail Ridge Investment Advisors, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2022 | Q2 2022 | 1 |
First Personal Financial Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Epstein & White Financial LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2017 | Q4 2017 | 1 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2018 | Q3 2018 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
ISLAY CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
PRW Wealth Management LLC | 1 | 1 | 0.82% | 0.82% | 0.82% | Q2 2021 | Q2 2021 | 1 |
Pekin Hardy Strauss, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2014 | Q4 2014 | 1 |
Wealth Enhancement & Preservation of GA, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2019 | Q4 2019 | 1 |
Dynamic Technology Lab Private Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Manifold Partners, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2013 | Q2 2013 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
&PARTNERS | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2022 | Q1 2022 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Donald L. Hagan, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2019 | Q1 2019 | 1 |
Regency Capital Management Inc.\DE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
HOWARD FINANCIAL SERVICES, LTD. | 1 | 1 | 0.64% | 0.64% | 0.64% | Q4 2018 | Q4 2018 | 1 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
HWG Holdings LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Accel Wealth Management | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2021 | Q4 2021 | 1 |
EFG CAPITAL INTERNATIONAL CORP. | 1 | 1 | 0.85% | 0.85% | 0.85% | Q2 2023 | Q2 2023 | 1 |
Chandler Asset Management, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Y.D. More Investments Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Gemmer Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Pinnacle Bancorp, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Veritable, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Longer Investments Inc. | 1 | 1 | 3.07% | 3.07% | 3.07% | Q1 2019 | Q1 2019 | 1 |
CoreFirst Bank & Trust | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Stratos Wealth Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
Capital Wealth Planning, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Independent Portfolio Consultants, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2015 | Q3 2015 | 1 |
Braun-Bostich & Associates Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
GAM Holding AG | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Second Half Financial Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Barber Financial Group, Inc. | 1 | 1 | 1.11% | 1.11% | 1.11% | Q3 2017 | Q3 2017 | 1 |
NORDEN GROUP LLC | 1 | 1 | 6.65% | 6.65% | 6.65% | Q3 2023 | Q3 2023 | 1 |
VECTOR WEALTH MANAGEMENT, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2013 | Q3 2013 | 1 |
Harvest Fund Management Co., Ltd | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2018 | Q1 2018 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Elevation Capital Advisory, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2021 | Q2 2021 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Marcum Wealth, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2019 | Q4 2019 | 1 |
GEMS MANAGEMENT LTD | 1 | 1 | 1.27% | 1.27% | 1.27% | Q3 2013 | Q3 2013 | 1 |
Vista Private Wealth Partners. LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q3 2019 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 1.06% | 1.06% | 1.06% | Q2 2022 | Q2 2022 | 1 |
Bell Bank | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2013 | Q3 2013 | 1 |
Geller Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Legacy Financial Strategies, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2017 | Q4 2017 | 1 |
Burt Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Cypress Wealth Services, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2022 | Q2 2022 | 1 |
Bruderman Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Kistler-Tiffany Companies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q2 2023 | 1 |
Greystone Financial Group, LLC | 1 | 1 | 2.60% | 2.60% | 2.60% | Q4 2020 | Q4 2020 | 1 |
Neuberger Berman Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Highland Private Wealth Management | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2018 | Q1 2018 | 1 |
SYNTAX RESEARCH, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Odey Asset Management Group Ltd | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2013 | Q2 2013 | 1 |
BRYN MAWR TRUST Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
PSI Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
FIRST FINANCIAL CORP /IN/ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
QUADRANT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Atom Investors LP | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2020 | Q2 2020 | 1 |
LS Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Jacobi Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
KELLEHER FINANCIAL ADVISORS | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q1 2016 | 1 |
CANADA PENSION PLAN INVESTMENT BOARD | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2015 | Q2 2015 | 1 |
Clearview Wealth Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Beaumont Financial Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
KANALY TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
HOEY INVESTMENTS, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
COLUMBIA ADVISORY PARTNERS LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2021 | Q4 2021 | 1 |
ORG Partners LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Cordasco Financial Network | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
PACIFIC FINANCIAL GROUP INC | 1 | 1 | 1.42% | 1.42% | 1.42% | Q1 2014 | Q1 2014 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 0.92% | 0.92% | 0.92% | Q1 2021 | Q1 2021 | 1 |
Lee Financial Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Jackson Wealth Management, LLC | 1 | 1 | 2.47% | 2.47% | 2.47% | Q1 2021 | Q1 2021 | 1 |
Buttonwood Financial Group, LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q4 2022 | Q4 2022 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Summit Financial Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Freestone Capital Holdings, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2020 | Q1 2020 | 1 |
CHILTON INVESTMENT CO INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 1 | 1 | 1.55% | 1.55% | 1.55% | Q4 2019 | Q4 2019 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2019 | Q4 2019 | 1 |
LINCOLN NATIONAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
SYKON CAPITAL LLC | 1 | 1 | 1.71% | 1.71% | 1.71% | Q3 2023 | Q3 2023 | 1 |
PICTON MAHONEY ASSET MANAGEMENT | 1 | 1 | 1.23% | 1.23% | 1.23% | Q4 2014 | Q4 2014 | 1 |
MANGROVE PARTNERS IM, LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q1 2023 | Q1 2023 | 1 |
Nilsine Partners, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2023 | Q3 2023 | 1 |
Eukles Asset Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
BURNS J W & CO INC/NY | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
Quadrant Private Wealth Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2021 | Q1 2021 | 1 |
FORT PITT CAPITAL GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
One Wealth Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Nalls Sherbakoff Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
TOTAL INVESTMENT MANAGEMENT INC | 1 | 1 | 2.28% | 2.28% | 2.28% | Q2 2023 | Q2 2023 | 1 |
Legacy Wealth Partners, Inc. | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2019 | Q4 2019 | 1 |
Edgestream Partners, L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Gerstein Fisher | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q4 2013 | 1 |
Wright Fund Management, LLC | 1 | 1 | 1.17% | 1.17% | 1.17% | Q2 2023 | Q2 2023 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Bowie Capital Management, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2020 | Q1 2020 | 1 |
TURNER INVESTMENTS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Hoxton Planning & Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q3 2021 | 1 |
Aevitas Wealth Management, Inc. | 1 | 1 | 0.33% | 0.33% | 0.33% | Q1 2021 | Q1 2021 | 1 |
Barnett & Company, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2016 | Q1 2016 | 1 |
OKABENA INVESTMENT SERVICES INC | 1 | 1 | 1.08% | 1.08% | 1.08% | Q4 2022 | Q4 2022 | 1 |
Treasure Coast Financial Planning | 1 | 1 | 0.62% | 0.62% | 0.62% | Q4 2021 | Q4 2021 | 1 |
SUN LIFE FINANCIAL INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
55I, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Wayfinding Financial, LLC | 1 | 1 | 2.30% | 2.30% | 2.30% | Q2 2022 | Q2 2022 | 1 |
CIBC BANK USA | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2017 | Q3 2017 | 1 |
MEITAV INVESTMENT HOUSE LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Stewardship Advisors, LLC | 1 | 1 | 1.73% | 1.73% | 1.73% | Q4 2019 | Q4 2019 | 1 |
CHANNEL WEALTH LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2023 | Q1 2023 | 1 |
AGF INVESTMENTS INC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2018 | Q3 2018 | 1 |
Peregrine Asset Advisers, Inc. | 1 | 1 | 0.55% | 0.55% | 0.55% | Q3 2023 | Q3 2023 | 1 |
Global Wealth Strategies & Associates | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
DARK FOREST CAPITAL MANAGEMENT LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
CWA Asset Management Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2015 | Q3 2015 | 1 |
Mayflower Financial Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Gallagher Benefit Services, Inc. | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2022 | Q4 2022 | 1 |
Geneva Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q3 2015 | 1 |
Thor Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q3 2019 | 1 |
Bison Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Financial Sense Advisors, Inc. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2020 | Q4 2020 | 1 |
Centerpoint Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2018 | Q2 2018 | 1 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
LVW Advisors, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2014 | Q4 2014 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Americana Partners, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2019 | Q4 2019 | 1 |
Trexquant Investment LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Stearns Financial Services Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
L & S Advisors Inc | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2020 | Q4 2020 | 1 |
Financial Services Advisory Inc | 1 | 1 | 1.87% | 1.87% | 1.87% | Q4 2020 | Q4 2020 | 1 |
Paragon Wealth Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
FORTEM FINANCIAL GROUP, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Community Bank, N.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Pinnacle Summer Investments, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Concorde Asset Management, LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q3 2015 | Q3 2015 | 1 |
Atlas Brown,Inc. | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2018 | Q4 2018 | 1 |
Squar Milner Financial Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Sage Investment Advisers LLC | 1 | 1 | 0.91% | 0.91% | 0.91% | Q4 2022 | Q4 2022 | 1 |
Cedar Brook Financial Partners, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q3 2022 | 1 |
Live Your Vision, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Zions Bancorporation, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
INVESTMENT PARTNERS, LTD. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2016 | Q3 2016 | 1 |
Heritage Trust Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
MARCO INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2015 | Q4 2015 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
StrategIQ Financial Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
AMERICAN CENTURY COMPANIES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 1.89% | 1.89% | 1.89% | Q2 2021 | Q2 2021 | 1 |
Crewe Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Waterloo Capital, L.P. | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2020 | Q1 2020 | 1 |
Kerntke Otto McGlone Wealth Management Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Balentine LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Hodges Capital Management Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Tidal Investments LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
ROCKEFELLER FINANCIAL SERVICES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Operose Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
US FINANCIAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
ETRADE Capital Management LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2015 | Q3 2015 | 1 |
SHEETS SMITH WEALTH MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
LITTLE HOUSE CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
PFG Investments, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Capital Wealth Alliance, LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2019 | Q4 2019 | 1 |
External links
This page lists all the filers that currently own SPDR SERIES TRUST or have owned SPDR SERIES TRUST in the past.