Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.02% | 0.03% | Q3 2018 | Q3 2023 | 21 |
ROYAL BANK OF CANADA | 21 | 21 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
VANGUARD GROUP INC | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
MORGAN STANLEY | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Boston Standard Wealth Management, LLC | 20 | 20 | 0.86% | 1.50% | 1.91% | Q1 2019 | Q4 2023 | 20 |
COMMONWEALTH EQUITY SERVICES, LLC | 20 | 20 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 20 |
Creative Planning | 20 | 20 | 0.01% | 0.07% | 0.12% | Q4 2018 | Q3 2023 | 20 |
J.P. Morgan Private Wealth Advisors LLC | 20 | 20 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 20 | 20 | 0.05% | 0.63% | 1.32% | Q4 2018 | Q3 2023 | 20 |
D.A. DAVIDSON & CO. | 20 | 20 | 0.02% | 0.03% | 0.05% | Q4 2018 | Q3 2023 | 20 |
EQUITABLE TRUST CO | 20 | 20 | 0.16% | 0.29% | 0.52% | Q4 2018 | Q3 2023 | 20 |
BANK OF AMERICA CORP /DE/ | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
PNC FINANCIAL SERVICES GROUP, INC. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
UBS Group AG | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Valeo Financial Advisors, LLC | 19 | 19 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 19 |
BLAIR WILLIAM & CO/IL | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
RWA WEALTH PARTNERS, LLC | 19 | 19 | 0.02% | 0.33% | 0.69% | Q1 2019 | Q3 2023 | 19 |
WELLS FARGO & COMPANY/MN | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Cambridge Investment Research Advisors, Inc. | 17 | 1 | 0.00% | 0.02% | 0.05% | Q1 2019 | Q3 2023 | 18 |
Financial Architects, Inc | 14 | 4 | 0.02% | 0.17% | 0.29% | Q4 2018 | Q2 2023 | 18 |
Geneos Wealth Management Inc. | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
White Lighthouse Investment Management Inc. | 18 | 18 | 0.13% | 0.60% | 0.76% | Q2 2019 | Q3 2023 | 18 |
Ellevest, Inc. | 18 | 18 | 0.00% | 0.02% | 0.07% | Q2 2019 | Q3 2023 | 18 |
Hanson & Doremus Investment Management | 18 | 18 | 0.01% | 1.28% | 2.86% | Q2 2019 | Q3 2023 | 18 |
COLONY GROUP LLC | 18 | 18 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q3 2023 | 18 |
North Star Investment Management Corp. | 17 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 18 |
SCS Capital Management LLC | 18 | 18 | 0.09% | 0.29% | 0.48% | Q2 2019 | Q3 2023 | 18 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12 | 6 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
Ameritas Investment Partners, Inc. | 18 | 18 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 18 |
BDO Wealth Advisors, LLC | 18 | 18 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q2 2023 | 18 |
Parallel Advisors, LLC | 18 | 18 | 0.03% | 0.32% | 0.68% | Q2 2019 | Q3 2023 | 18 |
GenTrust, LLC | 18 | 18 | 0.04% | 0.06% | 0.07% | Q2 2019 | Q3 2023 | 18 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
ENVESTNET ASSET MANAGEMENT INC | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Baldrige Asset Management LLC | 17 | 17 | 0.28% | 0.54% | 0.68% | Q1 2019 | Q1 2023 | 17 |
WEBSTER BANK, N. A. | 17 | 17 | 0.15% | 0.32% | 0.37% | Q3 2019 | Q3 2023 | 17 |
Diversified Portfolios, Inc. | 17 | 17 | 2.24% | 3.43% | 4.81% | Q3 2019 | Q3 2023 | 17 |
Princeton Global Asset Management LLC | 17 | 17 | 0.01% | 0.07% | 0.09% | Q3 2019 | Q3 2023 | 17 |
Mokosak Advisory Group, LLC | 17 | 17 | 0.21% | 0.24% | 0.27% | Q3 2019 | Q3 2023 | 17 |
Leonard Rickey Investment Advisors P.L.L.C. | 17 | 17 | 0.14% | 0.45% | 0.74% | Q3 2019 | Q3 2023 | 17 |
AdvisorNet Financial, Inc | 9 | 8 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 17 |
BANK OF MONTREAL /CAN/ | 15 | 2 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 17 |
RETIREMENT CAPITAL STRATEGIES | 9 | 1 | 0.12% | 2.13% | 11.20% | Q4 2018 | Q3 2023 | 17 |
Raymond James Financial Services Advisors, Inc. | 17 | 17 | 0.00% | 0.03% | 0.05% | Q3 2019 | Q3 2023 | 17 |
Bell Bank | 17 | 17 | 0.16% | 0.18% | 0.22% | Q3 2019 | Q3 2023 | 17 |
Sageworth Trust Co | 17 | 17 | 0.02% | 0.09% | 0.20% | Q3 2019 | Q3 2023 | 17 |
Baird Financial Group, Inc. | 17 | 17 | 0.00% | 0.03% | 0.06% | Q3 2019 | Q3 2023 | 17 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 17 | 17 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Orgel Wealth Management, LLC | 17 | 17 | 0.61% | 2.13% | 5.74% | Q3 2019 | Q3 2023 | 17 |
GOULD ASSET MANAGEMENT LLC /CA/ | 14 | 3 | 0.08% | 0.23% | 0.56% | Q2 2019 | Q3 2023 | 17 |
Smithfield Trust Co | 17 | 17 | 0.00% | 0.04% | 0.05% | Q3 2019 | Q3 2023 | 17 |
RAYMOND JAMES & ASSOCIATES | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Monterey Private Wealth, Inc. | 16 | 16 | 0.31% | 1.05% | 1.41% | Q4 2019 | Q3 2023 | 16 |
ATLAS CAPITAL ADVISORS LLC | 16 | 16 | 0.02% | 0.05% | 0.07% | Q4 2019 | Q3 2023 | 16 |
AMERIPRISE FINANCIAL INC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Crewe Advisors LLC | 16 | 16 | 1.23% | 3.98% | 8.46% | Q4 2019 | Q3 2023 | 16 |
AMG National Trust Bank | 16 | 16 | 0.02% | 0.17% | 0.28% | Q4 2019 | Q3 2023 | 16 |
TOTH FINANCIAL ADVISORY CORP | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 16 | 16 | 0.08% | 0.26% | 0.44% | Q4 2019 | Q3 2023 | 16 |
CITIGROUP INC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Ameraudi Asset Management, Inc. | 16 | 16 | 0.16% | 0.21% | 0.30% | Q4 2019 | Q3 2023 | 16 |
JNBA Financial Advisors | 16 | 16 | 0.01% | 0.09% | 0.13% | Q4 2019 | Q3 2023 | 16 |
Rockefeller Capital Management L.P. | 16 | 16 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q2 2023 | 16 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 10 | 6 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 16 |
Tower Research Capital LLC (TRC) | 7 | 3 | 0.00% | 0.05% | 0.27% | Q3 2018 | Q3 2023 | 16 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
McIlrath & Eck, LLC | 13 | 3 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 16 |
LexAurum Advisors, LLC | 15 | 15 | 0.08% | 0.18% | 0.26% | Q1 2020 | Q3 2023 | 15 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 15 | 15 | 0.06% | 0.08% | 0.16% | Q1 2020 | Q3 2023 | 15 |
Roble, Belko & Company, Inc | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Beacon Pointe Advisors, LLC | 15 | 15 | 0.02% | 0.04% | 0.05% | Q1 2020 | Q3 2023 | 15 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 15 | 15 | 0.15% | 0.22% | 0.30% | Q1 2020 | Q3 2023 | 15 |
PRIO WEALTH LIMITED PARTNERSHIP | 15 | 15 | 0.02% | 0.05% | 0.06% | Q1 2020 | Q3 2023 | 15 |
GOLDMAN SACHS GROUP INC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Tortoise Investment Management, LLC | 15 | 15 | 0.07% | 0.13% | 0.18% | Q1 2020 | Q3 2023 | 15 |
NOTTINGHAM ADVISORS, INC. | 15 | 15 | 0.03% | 0.08% | 0.10% | Q1 2020 | Q3 2023 | 15 |
JANE STREET GROUP, LLC | 6 | 2 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q2 2023 | 15 |
Janney Montgomery Scott LLC | 15 | 15 | 0.01% | 0.03% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Capital Analysts, LLC | 15 | 15 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Caprock Group, LLC | 15 | 15 | 0.16% | 0.98% | 1.16% | Q1 2020 | Q3 2023 | 15 |
Firestone Capital Management | 15 | 15 | 0.02% | 0.09% | 0.12% | Q1 2020 | Q3 2023 | 15 |
FIDUCIARY TRUST CO | 15 | 15 | 0.01% | 0.02% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Gemmer Asset Management LLC | 15 | 15 | 0.08% | 0.39% | 0.69% | Q1 2020 | Q3 2023 | 15 |
Snowden Capital Advisors LLC | 8 | 7 | 0.02% | 0.26% | 0.66% | Q4 2019 | Q3 2023 | 15 |
FMR LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 15 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 15 | 15 | 0.03% | 0.12% | 0.25% | Q1 2020 | Q3 2023 | 15 |
Garde Capital, Inc. | 15 | 15 | 0.40% | 0.51% | 0.68% | Q1 2020 | Q3 2023 | 15 |
SHUFRO ROSE & CO LLC | 15 | 15 | 0.03% | 0.03% | 0.04% | Q1 2019 | Q3 2022 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Brickley Wealth Management | 15 | 15 | 0.13% | 0.23% | 0.28% | Q1 2020 | Q3 2023 | 15 |
One Day In July LLC | 15 | 15 | 0.22% | 1.36% | 1.90% | Q1 2020 | Q3 2023 | 15 |
Bedel Financial Consulting, Inc. | 14 | 14 | 0.02% | 0.05% | 0.08% | Q4 2018 | Q1 2022 | 14 |
MARSHALL FINANCIAL GROUP INC /ADV | 14 | 14 | 0.14% | 0.32% | 0.42% | Q2 2020 | Q3 2023 | 14 |
CPWM, LLC | 10 | 4 | 0.19% | 0.21% | 0.23% | Q4 2018 | Q3 2022 | 14 |
Veritable, L.P. | 14 | 14 | 0.02% | 0.04% | 0.07% | Q1 2020 | Q2 2023 | 14 |
PFG Advisors | 9 | 5 | 0.03% | 0.15% | 0.25% | Q4 2019 | Q3 2023 | 14 |
Clarius Group, LLC | 14 | 14 | 0.07% | 0.09% | 0.16% | Q2 2020 | Q3 2023 | 14 |
Bragg Financial Advisors, Inc | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Cetera Investment Advisers | 10 | 4 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 14 |
WEDBUSH SECURITIES INC | 14 | 14 | 0.04% | 0.36% | 0.71% | Q2 2020 | Q3 2023 | 14 |
Larson Financial Group LLC | 14 | 14 | 0.00% | 0.15% | 0.25% | Q2 2020 | Q3 2023 | 14 |
CAPITAL MANAGEMENT CORP /VA | 14 | 14 | 0.13% | 0.15% | 0.17% | Q2 2020 | Q3 2023 | 14 |
Mutual Advisors, LLC | 14 | 14 | 0.02% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 14 |
LAKE STREET ADVISORS GROUP, LLC | 8 | 6 | 0.06% | 0.31% | 0.56% | Q1 2020 | Q3 2023 | 14 |
ST GERMAIN D J CO INC | 11 | 3 | 0.02% | 0.09% | 0.43% | Q2 2020 | Q4 2023 | 14 |
Steward Partners Investment Advisory, LLC | 14 | 14 | 0.00% | 0.01% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Haverford Trust Co | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
RFG Advisory, LLC | 14 | 14 | 0.03% | 0.09% | 0.11% | Q2 2020 | Q3 2023 | 14 |
Apella Capital, LLC | 11 | 3 | 0.12% | 0.77% | 1.31% | Q2 2020 | Q4 2023 | 14 |
TRUIST FINANCIAL CORP | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Vestmark Advisory Solutions, Inc. | 14 | 14 | 0.02% | 0.05% | 0.08% | Q1 2020 | Q2 2023 | 14 |
MATHER GROUP, LLC. | 13 | 13 | 0.02% | 0.11% | 0.22% | Q3 2020 | Q3 2023 | 13 |
TORONTO DOMINION BANK | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
MML INVESTORS SERVICES, LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
JPMORGAN CHASE & CO | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
ELM ADVISORS, LLC | 13 | 13 | 0.43% | 0.58% | 1.39% | Q1 2019 | Q1 2022 | 13 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 13 | 13 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Carolina Wealth Advisors, LLC | 13 | 13 | 0.05% | 0.08% | 0.11% | Q3 2020 | Q3 2023 | 13 |
Affinity Capital Advisors, LLC | 13 | 13 | 0.19% | 2.74% | 3.97% | Q3 2020 | Q3 2023 | 13 |
PITTENGER & ANDERSON INC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 13 | 13 | 0.03% | 0.07% | 0.26% | Q3 2020 | Q3 2023 | 13 |
BLUESTEM FINANCIAL ADVISORS, LLC | 13 | 13 | 0.15% | 0.17% | 0.20% | Q3 2020 | Q3 2023 | 13 |
Cetera Advisors LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
ATTICUS WEALTH MANAGEMENT, LLC | 13 | 13 | 0.07% | 0.10% | 0.12% | Q3 2020 | Q3 2023 | 13 |
TD Capital Management LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2021 | 13 |
Dynamic Advisor Solutions LLC | 13 | 13 | 0.05% | 0.09% | 0.14% | Q3 2020 | Q3 2023 | 13 |
IFG Advisors, LLC | 13 | 13 | 0.12% | 0.14% | 0.16% | Q3 2020 | Q3 2023 | 13 |
Financial Advisory Group | 13 | 13 | 0.06% | 0.07% | 0.08% | Q3 2020 | Q3 2023 | 13 |
Well Done, LLC | 11 | 2 | 0.05% | 0.23% | 0.58% | Q1 2020 | Q3 2023 | 13 |
PROFFITT & GOODSON INC | 13 | 13 | 0.20% | 0.21% | 0.24% | Q3 2020 | Q3 2023 | 13 |
Financial Network Wealth Management LLC | 12 | 12 | 5.05% | 6.69% | 9.90% | Q4 2020 | Q3 2023 | 12 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
WHITTIER TRUST CO | 12 | 12 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Laurel Wealth Planning LLC | 12 | 12 | 1.06% | 1.91% | 2.83% | Q4 2020 | Q3 2023 | 12 |
Stonebridge Financial Planning Group, LLC | 12 | 12 | 0.18% | 0.27% | 0.35% | Q4 2020 | Q3 2023 | 12 |
CGN Advisors LLC | 12 | 12 | 0.12% | 0.25% | 0.42% | Q1 2021 | Q4 2023 | 12 |
Mascoma Wealth Management LLC | 11 | 1 | 0.06% | 0.08% | 0.11% | Q2 2019 | Q3 2023 | 12 |
APPLETON PARTNERS INC/MA | 12 | 12 | 0.02% | 0.04% | 0.05% | Q1 2021 | Q4 2023 | 12 |
TRUEFG, LLC | 12 | 12 | 0.18% | 0.30% | 0.35% | Q4 2020 | Q3 2023 | 12 |
Rossmore Private Capital | 12 | 12 | 0.08% | 0.10% | 0.11% | Q4 2020 | Q3 2023 | 12 |
Kistler-Tiffany Companies, LLC | 12 | 12 | 0.02% | 0.04% | 0.06% | Q3 2020 | Q2 2023 | 12 |
McClarren Financial Advisors, Inc. | 12 | 12 | 0.87% | 1.17% | 2.01% | Q4 2020 | Q3 2023 | 12 |
Private Advisor Group, LLC | 12 | 12 | 0.01% | 0.01% | 0.04% | Q4 2020 | Q3 2023 | 12 |
MERITAGE PORTFOLIO MANAGEMENT | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Human Investing LLC | 12 | 12 | 0.40% | 1.35% | 2.16% | Q4 2020 | Q3 2023 | 12 |
HighTower Advisors, LLC | 11 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 12 |
Wells Financial Advisors INC | 12 | 12 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
FIRST HAWAIIAN BANK | 12 | 12 | 0.03% | 0.06% | 0.20% | Q4 2020 | Q3 2023 | 12 |
Annapolis Financial Services, LLC | 12 | 12 | 0.03% | 0.19% | 0.67% | Q4 2020 | Q3 2023 | 12 |
Principle Wealth Partners LLC | 11 | 1 | 0.02% | 0.05% | 0.10% | Q2 2020 | Q3 2023 | 12 |
Platt Investment Counsel, LLC | 12 | 12 | 11.63% | 23.13% | 33.10% | Q4 2020 | Q3 2023 | 12 |
Karpus Management, Inc. | 12 | 12 | 0.02% | 0.54% | 1.14% | Q4 2019 | Q3 2022 | 12 |
LPL Financial LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Meridian Wealth Advisors, LLC | 12 | 12 | 0.07% | 0.09% | 0.11% | Q2 2020 | Q1 2023 | 12 |
Capstone Financial Advisors, Inc. | 12 | 12 | 0.02% | 0.04% | 0.04% | Q4 2020 | Q3 2023 | 12 |
STIFEL FINANCIAL CORP | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
M&T BANK CORP | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Equitable Holdings, Inc. | 12 | 12 | 0.01% | 0.10% | 0.35% | Q4 2020 | Q3 2023 | 12 |
NORTHEAST INVESTMENT MANAGEMENT | 12 | 12 | 0.03% | 0.06% | 0.09% | Q4 2020 | Q3 2023 | 12 |
West Financial Advisors, LLC | 12 | 12 | 0.20% | 0.30% | 0.35% | Q4 2020 | Q3 2023 | 12 |
Strategic Point Investment Advisors, LLC | 12 | 12 | 0.12% | 0.17% | 0.25% | Q4 2020 | Q3 2023 | 12 |
FINANCIAL COUNSELORS INC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Charter Oak Capital Management, LLC | 12 | 12 | 0.34% | 0.49% | 0.59% | Q4 2020 | Q3 2023 | 12 |
Newton One Investments LLC | 11 | 11 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Cedar Wealth Management, LLC | 11 | 11 | 4.21% | 6.47% | 8.21% | Q1 2021 | Q3 2023 | 11 |
FIRST MANHATTAN CO. LLC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Winch Advisory Services, LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Front Row Advisors LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Ashford Advisors, LLC | 11 | 11 | 0.36% | 0.92% | 1.37% | Q1 2021 | Q3 2023 | 11 |
Glenview Trust Co | 11 | 11 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
EQ LLC | 11 | 11 | 4.28% | 4.60% | 5.41% | Q4 2020 | Q2 2023 | 11 |
SIGNATUREFD, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Pacific Center for Financial Services | 8 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 11 |
InTrack Investment Management Inc | 11 | 11 | 0.18% | 0.58% | 1.30% | Q2 2021 | Q4 2023 | 11 |
Addison Advisors LLC | 10 | 1 | 0.61% | 0.93% | 1.59% | Q4 2020 | Q3 2023 | 11 |
American Portfolios Advisors | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2022 | 11 |
Better Money Decisions, LLC | 11 | 11 | 0.82% | 1.06% | 1.56% | Q1 2021 | Q3 2023 | 11 |
Valmark Advisers, Inc. | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
HOWE & RUSLING INC | 11 | 11 | 0.00% | 0.03% | 0.04% | Q2 2020 | Q4 2022 | 11 |
MARINO, STRAM & ASSOCIATES LLC | 11 | 11 | 0.07% | 0.36% | 0.52% | Q1 2021 | Q3 2023 | 11 |
LINCOLN NATIONAL CORP | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Citadel Advisors | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 11 |
Fullen Financial Group | 11 | 11 | 0.14% | 0.16% | 0.18% | Q3 2020 | Q1 2023 | 11 |
PARSONS CAPITAL MANAGEMENT INC/RI | 8 | 3 | 0.02% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 11 |
Facet Wealth, Inc. | 11 | 11 | 0.05% | 0.89% | 1.18% | Q1 2021 | Q3 2023 | 11 |
Vista Private Wealth Partners. LLC | 10 | 1 | 0.14% | 0.18% | 0.23% | Q4 2020 | Q3 2023 | 11 |
IFP Advisors, Inc | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Tradition Wealth Management, LLC | 10 | 10 | 0.01% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Blue Barn Wealth, LLC | 10 | 10 | 0.14% | 0.22% | 0.38% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.02% | 0.05% | Q1 2021 | Q3 2023 | 10 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 5 | 1 | 0.01% | 0.09% | 0.16% | Q4 2020 | Q3 2023 | 10 |
JANICZEK WEALTH MANAGEMENT, LLC | 10 | 10 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Wealthfront Advisers LLC | 10 | 10 | 0.01% | 0.19% | 0.29% | Q2 2021 | Q3 2023 | 10 |
US BANCORP \DE\ | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 10 |
Merriman Wealth Management, LLC | 7 | 3 | 0.27% | 0.88% | 1.42% | Q2 2019 | Q4 2021 | 10 |
Cetera Advisor Networks LLC | 8 | 2 | 0.01% | 0.02% | 0.10% | Q2 2020 | Q3 2023 | 10 |
CITIZENS FINANCIAL GROUP INC/RI | 6 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Stewardship Advisors, LLC | 10 | 10 | 0.09% | 2.42% | 3.84% | Q4 2019 | Q1 2022 | 10 |
KMG FIDUCIARY PARTNERS, LLC | 10 | 10 | 0.06% | 0.07% | 0.08% | Q2 2021 | Q3 2023 | 10 |
TCI Wealth Advisors, Inc. | 10 | 10 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q1 2023 | 10 |
MERCER GLOBAL ADVISORS INC /ADV | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Kestra Advisory Services, LLC | 9 | 1 | 0.00% | 0.01% | 0.07% | Q4 2020 | Q3 2023 | 10 |
Betterment LLC | 10 | 10 | 0.06% | 0.09% | 0.11% | Q2 2021 | Q3 2023 | 10 |
MMA ASSET MANAGEMENT LLC | 10 | 10 | 0.42% | 0.58% | 0.79% | Q4 2020 | Q1 2023 | 10 |
New England Private Wealth Advisors LLC | 10 | 10 | 0.06% | 0.07% | 0.08% | Q2 2019 | Q3 2021 | 10 |
CAPTRUST FINANCIAL ADVISORS | 10 | 10 | 0.00% | 0.00% | 0.02% | Q2 2021 | Q3 2023 | 10 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 6 | 4 | 0.03% | 0.04% | 0.08% | Q2 2020 | Q4 2022 | 10 |
Verde Capital Management | 10 | 10 | 5.78% | 11.58% | 15.71% | Q2 2021 | Q3 2023 | 10 |
Bartlett & Co. LLC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q4 2023 | 10 |
FLOW TRADERS U.S. LLC | 7 | 3 | 0.00% | 0.16% | 0.47% | Q1 2021 | Q3 2023 | 10 |
FRG Family Wealth Advisors LLC | 10 | 10 | 0.05% | 0.07% | 0.10% | Q2 2021 | Q3 2023 | 10 |
Wealthspire Advisors, LLC | 9 | 1 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
AVANTAX ADVISORY SERVICES, INC. | 4 | 1 | 0.00% | 0.01% | 0.05% | Q3 2020 | Q3 2023 | 9 |
LEO BROKERAGE, LLC | 5 | 2 | 6.01% | 8.50% | 11.44% | Q3 2020 | Q2 2023 | 9 |
ACIMA PRIVATE WEALTH, LLC | 9 | 9 | 0.04% | 0.06% | 0.07% | Q1 2020 | Q1 2022 | 9 |
Sowell Financial Services LLC | 7 | 1 | 0.01% | 0.06% | 0.14% | Q3 2019 | Q1 2023 | 9 |
Symmetry Partners, LLC | 9 | 9 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2023 | 9 |
Walkner Condon Financial Advisors LLC | 8 | 1 | 0.08% | 0.11% | 0.27% | Q2 2021 | Q3 2023 | 9 |
Karp Capital Management Corp | 9 | 9 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q3 2022 | 9 |
Gradient Investments LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Optas, LLC | 9 | 9 | 0.37% | 0.93% | 1.25% | Q4 2020 | Q4 2022 | 9 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
PARK NATIONAL CORP /OH/ | 4 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2023 | 9 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
IMPACTfolio, LLC | 9 | 9 | 11.00% | 11.87% | 12.86% | Q4 2021 | Q4 2023 | 9 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 4 | 1 | 0.02% | 0.14% | 0.31% | Q2 2020 | Q3 2023 | 9 |
First Horizon Advisors, Inc. | 9 | 9 | 0.10% | 0.13% | 0.16% | Q3 2021 | Q3 2023 | 9 |
PATHSTONE FAMILY OFFICE, LLC | 9 | 9 | 0.06% | 0.07% | 0.11% | Q3 2021 | Q3 2023 | 9 |
BlackRock Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 9 |
GenWealth Group, Inc. | 9 | 9 | 0.14% | 0.50% | 0.76% | Q3 2021 | Q3 2023 | 9 |
Corrigan Financial, Inc. | 9 | 9 | 0.08% | 0.20% | 0.24% | Q2 2021 | Q2 2023 | 9 |
CAMBRIDGE TRUST CO | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
JFS WEALTH ADVISORS, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
CHERRYDALE WEALTH MANAGEMENT, LLC | 9 | 9 | 0.58% | 0.69% | 0.94% | Q4 2021 | Q4 2023 | 9 |
Asset Allocation & Management Company, LLC | 9 | 9 | 0.35% | 1.35% | 2.32% | Q1 2021 | Q1 2023 | 9 |
Compass Ion Advisors, LLC | 8 | 1 | 0.08% | 0.19% | 0.27% | Q3 2020 | Q3 2023 | 9 |
M. Kulyk & Associates, LLC | 9 | 9 | 0.42% | 0.47% | 0.50% | Q2 2021 | Q2 2023 | 9 |
YorkBridge Wealth Partners, LLC | 9 | 9 | 0.06% | 0.07% | 0.08% | Q4 2020 | Q4 2022 | 9 |
Tranquility Partners, LLC | 7 | 2 | 0.10% | 0.12% | 0.15% | Q4 2020 | Q2 2023 | 9 |
PECAUT & CO. | 8 | 8 | 0.18% | 0.21% | 0.25% | Q4 2021 | Q3 2023 | 8 |
Brouwer & Janachowski, LLC | 8 | 8 | 0.04% | 0.42% | 0.84% | Q4 2019 | Q3 2021 | 8 |
Brooklyn FI, LLC | 8 | 8 | 0.46% | 0.96% | 1.50% | Q4 2021 | Q3 2023 | 8 |
Palisades Hudson Asset Management, L.P. | 5 | 3 | 0.26% | 0.46% | 0.60% | Q3 2021 | Q3 2023 | 8 |
Pinnacle Wealth Management Advisory Group, LLC | 8 | 8 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Cedar Brook Financial Partners, LLC | 5 | 3 | 0.06% | 0.07% | 0.09% | Q1 2021 | Q3 2023 | 8 |
Shepherd Financial Partners LLC | 8 | 8 | 0.13% | 0.17% | 0.22% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.10% | 0.14% | 0.29% | Q4 2021 | Q3 2023 | 8 |
CBIZ Investment Advisory Services, LLC | 5 | 3 | 0.00% | 1.12% | 5.06% | Q1 2021 | Q3 2023 | 8 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.27% | 0.34% | 0.41% | Q3 2021 | Q3 2023 | 8 |
FIRST NATIONAL CORP /MA/ /ADV | 8 | 8 | 0.08% | 0.11% | 0.16% | Q4 2021 | Q3 2023 | 8 |
THOMPSON DAVIS & CO., INC. | 8 | 8 | 0.39% | 0.53% | 0.66% | Q4 2021 | Q3 2023 | 8 |
JONES FINANCIAL COMPANIES LLLP | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Capital Asset Advisory Services LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2022 | 8 |
Mariner, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
VISA FOUNDATION | 8 | 8 | 100.00% | 100.00% | 100.00% | Q4 2021 | Q3 2023 | 8 |
Pinnacle Financial Group, LLC / IL | 8 | 8 | 0.15% | 0.21% | 0.29% | Q4 2021 | Q3 2023 | 8 |
Peachtree Investment Partners, LLC | 8 | 8 | 0.01% | 0.16% | 0.61% | Q4 2020 | Q3 2022 | 8 |
Financial Engines Advisors L.L.C. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
PINNACLE ASSOCIATES LTD | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Fingerlakes Wealth Management, Inc. | 8 | 8 | 1.10% | 1.64% | 2.10% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
GPWM LLC | 8 | 8 | 2.62% | 2.87% | 3.50% | Q4 2021 | Q3 2023 | 8 |
Intersect Capital LLC | 8 | 8 | 0.16% | 0.25% | 0.37% | Q3 2020 | Q2 2022 | 8 |
Stephens Consulting, LLC | 8 | 8 | 1.07% | 1.31% | 1.55% | Q4 2021 | Q3 2023 | 8 |
DHK Financial Advisors, Inc. | 8 | 8 | 1.32% | 2.27% | 3.45% | Q4 2021 | Q3 2023 | 8 |
Freestone Capital Holdings, LLC | 7 | 1 | 0.00% | 0.23% | 0.38% | Q4 2020 | Q3 2023 | 8 |
GRAND WEALTH MANAGEMENT, LLC | 8 | 8 | 0.03% | 0.05% | 0.14% | Q4 2021 | Q3 2023 | 8 |
BAROMETER CAPITAL MANAGEMENT INC. | 8 | 8 | 0.04% | 0.11% | 0.27% | Q1 2020 | Q4 2021 | 8 |
Clear Perspectives Financial Planning, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 8 |
Ervin Investment Management, LLC | 8 | 8 | 0.53% | 0.61% | 0.71% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
My Personal CFO, LLC | 8 | 8 | 1.68% | 2.33% | 3.24% | Q4 2021 | Q3 2023 | 8 |
Greenspring Advisors, LLC | 8 | 8 | 0.15% | 0.19% | 0.21% | Q4 2021 | Q3 2023 | 8 |
Cerity Partners LLC | 8 | 8 | 0.01% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Topel & Distasi Wealth Management, LLC | 8 | 8 | 0.64% | 0.79% | 1.00% | Q4 2021 | Q3 2023 | 8 |
NEXT Financial Group, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2021 | 8 |
Merit Financial Group, LLC | 8 | 8 | 0.06% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 8 |
CJM Wealth Advisers, Ltd. | 8 | 8 | 0.31% | 0.38% | 0.47% | Q4 2021 | Q3 2023 | 8 |
Rice Partnership, LLC | 4 | 2 | 0.06% | 0.08% | 0.09% | Q4 2020 | Q3 2023 | 8 |
Legacy Private Trust Co. | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
INTEGRAL INVESTMENT ADVISORS, INC. | 8 | 8 | 0.15% | 0.24% | 0.38% | Q4 2021 | Q3 2023 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
NORTHERN TRUST CORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Silver Oak Advisory Group, Inc. | 8 | 8 | 0.17% | 0.30% | 0.38% | Q4 2021 | Q3 2023 | 8 |
NORTHSTAR ASSET MANAGEMENT Co LLC | 8 | 8 | 0.08% | 0.12% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Vigilant Capital Management, LLC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 8 |
M Financial Asset Management, Inc. | 8 | 8 | 0.07% | 0.09% | 0.13% | Q2 2021 | Q1 2023 | 8 |
Soundwatch Capital LLC | 8 | 8 | 0.04% | 1.46% | 4.55% | Q4 2021 | Q3 2023 | 8 |
TRUST CO OF VERMONT | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 8 |
SENTINEL PENSION ADVISORS INC | 8 | 8 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Family CFO Inc | 8 | 8 | 0.25% | 0.42% | 0.50% | Q4 2021 | Q3 2023 | 8 |
Stratos Wealth Partners, LTD. | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Carmichael Hill & Associates, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Atlantic Private Wealth, LLC | 8 | 8 | 2.12% | 3.32% | 4.19% | Q4 2021 | Q3 2023 | 8 |
Johnson Bixby & Associates, LLC | 8 | 8 | 0.10% | 0.24% | 0.32% | Q4 2021 | Q3 2023 | 8 |
RAYMOND JAMES TRUST N.A. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Financial Connections Group, Inc. | 7 | 7 | 0.41% | 1.60% | 3.08% | Q4 2021 | Q2 2023 | 7 |
tru Independence LLC | 6 | 1 | 0.04% | 0.34% | 1.27% | Q2 2020 | Q1 2022 | 7 |
Fountainhead AM, LLC | 7 | 7 | 0.15% | 0.24% | 0.31% | Q1 2021 | Q3 2022 | 7 |
Sargent Bickham Lagudis LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2022 | 7 |
MBE Wealth Management, LLC | 7 | 7 | 0.10% | 1.05% | 1.53% | Q4 2019 | Q2 2021 | 7 |
Selective Wealth Management, Inc. | 4 | 3 | 0.00% | 0.09% | 0.21% | Q4 2021 | Q4 2023 | 7 |
Trek Financial, LLC | 7 | 7 | 0.05% | 0.11% | 0.19% | Q1 2022 | Q3 2023 | 7 |
Bank of New York Mellon Corp | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 7 |
Horan Securities, Inc. | 7 | 7 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q2 2023 | 7 |
American Research & Management Co. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2022 | 7 |
Trust Co | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
THRIVENT FINANCIAL FOR LUTHERANS | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Refined Wealth Management | 7 | 7 | 0.19% | 7.67% | 18.26% | Q2 2021 | Q4 2022 | 7 |
Armbruster Capital Management, Inc. | 6 | 1 | 0.06% | 0.11% | 0.14% | Q4 2021 | Q3 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.02% | 0.07% | 0.08% | Q2 2020 | Q4 2021 | 7 |
Intergy Private Wealth, LLC | 7 | 7 | 0.18% | 0.24% | 0.31% | Q4 2021 | Q2 2023 | 7 |
HBK Sorce Advisory LLC | 3 | 2 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q3 2023 | 7 |
CI INVESTMENTS INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 7 |
Pacifica Partners Inc. | 7 | 7 | 0.01% | 0.02% | 0.06% | Q1 2020 | Q3 2021 | 7 |
American Financial Advisors, LLC | 7 | 7 | 0.05% | 2.02% | 4.01% | Q1 2022 | Q3 2023 | 7 |
BRADLEY FOSTER & SARGENT INC/CT | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 7 | 7 | 0.14% | 0.49% | 1.11% | Q1 2022 | Q3 2023 | 7 |
REGATTA CAPITAL GROUP, LLC | 6 | 1 | 1.05% | 1.27% | 1.50% | Q4 2021 | Q3 2023 | 7 |
Relyea Zuckerberg Hanson LLC | 7 | 7 | 0.10% | 0.38% | 0.73% | Q1 2022 | Q3 2023 | 7 |
Financial Advocates Investment Management | 7 | 7 | 0.03% | 0.06% | 0.07% | Q1 2021 | Q3 2022 | 7 |
Hemington Wealth Management | 7 | 7 | 0.10% | 0.12% | 0.15% | Q1 2022 | Q3 2023 | 7 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 7 | 7 | 0.65% | 1.06% | 1.40% | Q1 2022 | Q3 2023 | 7 |
DEUTSCHE BANK AG\ | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2021 | 7 |
Continuum Advisory, LLC | 7 | 7 | 0.04% | 0.06% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Level Financial Advisors | 7 | 7 | 0.22% | 0.24% | 0.31% | Q1 2022 | Q3 2023 | 7 |
Five Oceans Advisors | 6 | 6 | 0.16% | 0.26% | 0.67% | Q2 2022 | Q3 2023 | 6 |
COZAD ASSET MANAGEMENT INC | 6 | 6 | 0.05% | 0.08% | 0.10% | Q2 2022 | Q3 2023 | 6 |
Zhang Financial LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
LIBRA WEALTH LLC | 6 | 6 | 0.11% | 2.12% | 2.61% | Q2 2022 | Q3 2023 | 6 |
Phocas Financial Corp. | 3 | 3 | 0.04% | 0.07% | 0.09% | Q1 2021 | Q3 2022 | 6 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 6 |
Angeles Investment Advisors, LLC | 6 | 6 | 1.77% | 2.53% | 3.07% | Q2 2022 | Q3 2023 | 6 |
CarsonAllaria Wealth Management, Ltd. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
DAVIS R M INC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Strategic Wealth Management Group, LLC | 6 | 6 | 0.17% | 0.20% | 0.23% | Q1 2020 | Q2 2021 | 6 |
MAI Capital Management | 5 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 6 |
TIEDEMANN ADVISORS, LLC | 3 | 1 | 0.02% | 0.06% | 0.16% | Q3 2020 | Q3 2023 | 6 |
CFS Investment Advisory Services, LLC | 4 | 1 | 0.02% | 0.05% | 0.08% | Q4 2020 | Q2 2023 | 6 |
Sageworth Trust Co of South Dakota | 6 | 6 | 0.55% | 1.06% | 1.96% | Q2 2022 | Q3 2023 | 6 |
Cornerstone Wealth Management, LLC | 3 | 3 | 0.02% | 0.09% | 0.16% | Q3 2021 | Q3 2023 | 6 |
Allworth Financial LP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Estate Counselors, LLC | 5 | 1 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 6 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
ALBION FINANCIAL GROUP /UT | 3 | 1 | 0.00% | 0.05% | 0.29% | Q4 2021 | Q3 2023 | 6 |
Dakota Wealth Management | 6 | 6 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q1 2022 | 6 |
Radnor Financial Advisors, LLC | 6 | 6 | 0.47% | 0.65% | 0.90% | Q2 2021 | Q3 2022 | 6 |
Rain Capital Management, LLC | 6 | 6 | 0.00% | 0.56% | 0.95% | Q2 2022 | Q3 2023 | 6 |
Newbridge Financial Services Group, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 6 |
Everhart Financial Group, Inc. | 5 | 1 | 0.08% | 0.14% | 0.18% | Q1 2021 | Q2 2023 | 6 |
Global Retirement Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 6 |
AE Wealth Management LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Ashfield Capital Partners, LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2022 | 6 |
Cascade Investment Advisors, Inc. | 6 | 6 | 0.52% | 0.59% | 0.63% | Q2 2022 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Lindbrook Capital, LLC | 6 | 6 | 0.02% | 0.09% | 0.11% | Q2 2022 | Q3 2023 | 6 |
MISSION WEALTH MANAGEMENT, LP | 6 | 6 | 0.05% | 0.08% | 0.19% | Q2 2022 | Q3 2023 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.04% | 0.06% | 0.11% | Q2 2022 | Q3 2023 | 6 |
Integrated Advisors Network LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2022 | 6 |
City State Bank | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Meridian Wealth Management, LLC | 6 | 6 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q1 2022 | 6 |
McLean Asset Management Corp | 6 | 6 | 0.08% | 0.11% | 0.12% | Q3 2022 | Q4 2023 | 6 |
Mengis Capital Management, Inc. | 3 | 3 | 0.04% | 0.05% | 0.05% | Q3 2021 | Q3 2023 | 6 |
DeDora Capital, Inc. | 5 | 1 | 0.09% | 0.12% | 0.18% | Q1 2021 | Q1 2023 | 6 |
CX Institutional | 4 | 1 | 0.00% | 0.06% | 0.08% | Q4 2020 | Q2 2022 | 5 |
Graves Light Lenhart Wealth, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
COREPATH WEALTH PARTNERS LLC | 5 | 5 | 0.14% | 0.15% | 0.15% | Q3 2022 | Q3 2023 | 5 |
FORVIS Wealth Advisors, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Wealthsimple US, Ltd. | 5 | 5 | 11.78% | 13.16% | 14.46% | Q1 2020 | Q1 2021 | 5 |
DT Investment Partners, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
CAHILL FINANCIAL ADVISORS INC | 5 | 5 | 0.16% | 0.27% | 0.46% | Q3 2022 | Q3 2023 | 5 |
55I, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2022 | 5 |
RAM Investment Partners, LLC | 5 | 5 | 0.14% | 0.18% | 0.25% | Q4 2022 | Q4 2023 | 5 |
Joel Isaacson & Co., LLC | 5 | 5 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
FRANKLIN RESOURCES INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
BINGHAM OSBORN & SCARBOROUGH LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q3 2021 | 5 |
WADE G W & INC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q4 2022 | 5 |
PDS Planning, Inc | 5 | 5 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Aptus Capital Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
Global Strategic Investment Solutions, LLC | 5 | 5 | 0.01% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
BALDWIN BROTHERS LLC/MA | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2023 | 5 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 4 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 5 |
Modera Wealth Management, LLC | 4 | 1 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 5 |
Avantax Planning Partners, Inc. | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
DUNCKER STREETT & CO INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
SIMON QUICK ADVISORS, LLC | 5 | 5 | 0.00% | 0.01% | 0.04% | Q2 2021 | Q2 2022 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.64% | 0.92% | 1.04% | Q4 2020 | Q4 2021 | 5 |
Advisor Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 5 | 5 | 0.05% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 5 |
Scott Capital Advisors, LLC | 5 | 5 | 0.79% | 0.92% | 1.02% | Q4 2021 | Q4 2022 | 5 |
MFA WEALTH ADVISORS, LLC | 5 | 5 | 0.21% | 0.25% | 0.37% | Q4 2020 | Q4 2021 | 5 |
Stonebridge Capital Advisors LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 5 |
Advisory Services Network, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 5 |
GPS Wealth Strategies Group, LLC | 3 | 2 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 5 |
MASSMUTUAL TRUST CO FSB/ADV | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
PRUDENTIAL FINANCIAL INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
Elmwood Wealth Management, Inc. | 2 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q4 2021 | 5 |
CM WEALTH ADVISORS LLC | 3 | 2 | 0.24% | 0.30% | 0.38% | Q2 2022 | Q3 2023 | 5 |
Advisory Alpha, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 5 |
Truepoint, Inc. | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Apexium Financial, LP | 5 | 5 | 0.10% | 0.39% | 0.49% | Q3 2022 | Q3 2023 | 5 |
IBERIABANK CORP | 4 | 4 | 0.03% | 0.12% | 0.23% | Q3 2019 | Q2 2020 | 4 |
ANGELES WEALTH MANAGEMENT, LLC | 4 | 4 | 0.16% | 0.18% | 0.19% | Q3 2022 | Q2 2023 | 4 |
CIBC Private Wealth Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Financial Alternatives, Inc | 4 | 4 | 0.26% | 0.28% | 0.29% | Q4 2022 | Q3 2023 | 4 |
Mill Creek Capital Advisors, LLC | 4 | 4 | 0.50% | 0.59% | 0.70% | Q4 2022 | Q3 2023 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.28% | 0.31% | 0.34% | Q3 2020 | Q2 2021 | 4 |
Hall Kathryn A. | 3 | 1 | 0.07% | 0.10% | 0.12% | Q1 2021 | Q3 2023 | 4 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 4 | 4 | 0.10% | 0.11% | 0.11% | Q2 2021 | Q1 2022 | 4 |
Leucadia National | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Stonehearth Capital Management, LLC | 3 | 1 | 0.12% | 0.54% | 0.87% | Q2 2022 | Q4 2023 | 4 |
BEACON FINANCIAL PLANNING, INC | 4 | 4 | 0.78% | 0.83% | 0.89% | Q4 2022 | Q3 2023 | 4 |
REGENTATLANTIC CAPITAL LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
Emery Howard Portfolio Management, Inc. | 4 | 4 | 0.05% | 0.11% | 0.13% | Q1 2021 | Q4 2021 | 4 |
Clearview Wealth Advisors LLC | 4 | 4 | 0.88% | 1.08% | 1.38% | Q4 2022 | Q3 2023 | 4 |
Autumn Glory Partners, LLC | 4 | 4 | 0.20% | 0.24% | 0.26% | Q4 2021 | Q3 2022 | 4 |
Gladstone Institutional Advisory LLC | 4 | 4 | 0.11% | 0.12% | 0.14% | Q4 2021 | Q3 2022 | 4 |
BCR Wealth Strategies, LLC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2021 | Q3 2022 | 4 |
LANDAAS & CO /WI /ADV | 4 | 4 | 0.21% | 0.24% | 0.25% | Q4 2022 | Q3 2023 | 4 |
WHITTIER TRUST CO OF NEVADA INC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 4 |
Milestone Investment Advisors LLC | 4 | 4 | 0.21% | 0.22% | 0.24% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Piscataqua Savings Bank | 4 | 4 | 0.02% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Benchmark Wealth Management, LLC | 4 | 4 | 0.36% | 0.42% | 0.59% | Q4 2022 | Q3 2023 | 4 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q1 2020 | 4 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 4 | 4 | 0.05% | 0.07% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Robertson Stephens Wealth Management, LLC | 4 | 4 | 0.04% | 0.10% | 0.16% | Q4 2022 | Q3 2023 | 4 |
PRESILIUM PRIVATE WEALTH, LLC | 4 | 4 | 0.10% | 0.13% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Sage Advisory Services, Ltd.Co. | 4 | 4 | 0.12% | 0.17% | 0.20% | Q4 2022 | Q3 2023 | 4 |
B. Riley Wealth Advisors, Inc. | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2022 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Flower City Capital | 4 | 4 | 0.24% | 0.29% | 0.37% | Q4 2021 | Q3 2022 | 4 |
Arbor Investment Advisors, LLC | 4 | 4 | 0.15% | 0.16% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Wealthsimple Inc. | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2022 | 4 |
US FINANCIAL ADVISORS, LLC | 4 | 4 | 0.48% | 0.48% | 0.49% | Q4 2022 | Q3 2023 | 4 |
Foyston, Gordon, & Payne Inc | 4 | 4 | 0.06% | 0.07% | 0.07% | Q2 2020 | Q1 2021 | 4 |
PATRON PARTNERS, LLC | 4 | 4 | 0.14% | 0.15% | 0.16% | Q2 2021 | Q1 2022 | 4 |
HUNTINGTON NATIONAL BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.15% | 0.24% | 0.35% | Q4 2022 | Q3 2023 | 4 |
Miracle Mile Advisors, LLC | 4 | 4 | 0.04% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
ICA Group Wealth Management, LLC | 4 | 4 | 0.16% | 0.18% | 0.21% | Q2 2022 | Q1 2023 | 4 |
Abacus Planning Group, Inc. | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Treynor Bancshares, Inc. | 2 | 2 | 0.14% | 0.19% | 0.25% | Q4 2021 | Q3 2023 | 4 |
BSW Wealth Partners | 4 | 4 | 1.01% | 1.16% | 1.24% | Q4 2022 | Q3 2023 | 4 |
Hexagon Capital Partners LLC | 4 | 4 | 0.06% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
LFA - Lugano Financial Advisors SA | 3 | 1 | 0.03% | 0.04% | 0.05% | Q2 2019 | Q2 2020 | 4 |
Apollon Wealth Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
EVOKE WEALTH, LLC | 4 | 4 | 0.35% | 0.40% | 0.49% | Q4 2022 | Q3 2023 | 4 |
Global Wealth Strategies & Associates | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
GREAT VALLEY ADVISOR GROUP, INC. | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
BRIGHTON JONES LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Northland Capital Management LLC | 4 | 4 | 1.64% | 1.94% | 2.17% | Q4 2022 | Q3 2023 | 4 |
Live Oak Investment Partners | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Financial Services Advisory Inc | 3 | 3 | 0.37% | 0.68% | 0.98% | Q1 2023 | Q3 2023 | 3 |
Personal Capital Advisors Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Stearns Financial Services Group | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
Greytown Advisors Inc. | 3 | 3 | 0.11% | 0.12% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Retirement Planning Group, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 3 |
Sonoma Private Wealth LLC | 3 | 3 | 0.41% | 0.41% | 0.42% | Q1 2023 | Q3 2023 | 3 |
Keel Point, LLC | 3 | 3 | 0.04% | 0.08% | 0.11% | Q4 2020 | Q2 2021 | 3 |
Jordan Park Group LLC | 3 | 3 | 0.18% | 0.22% | 0.26% | Q1 2021 | Q3 2021 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.08% | 0.10% | 0.10% | Q4 2021 | Q2 2022 | 3 |
Parkside Financial Bank & Trust | 2 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 3 |
Stokes Family Office, LLC | 3 | 3 | 0.20% | 0.20% | 0.20% | Q4 2019 | Q2 2020 | 3 |
Column Capital Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Pensionmark Financial Group, LLC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
WFA of San Diego, LLC | 2 | 1 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 3 |
Oregon Health & Science University | 3 | 3 | 100.00% | 100.00% | 100.00% | Q4 2020 | Q2 2021 | 3 |
FSM Wealth Advisors, LLC | 3 | 3 | 0.11% | 0.11% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Roof Eidam Maycock Peralta, LLC | 3 | 3 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q4 2021 | 3 |
Pegasus Partners Ltd. | 3 | 3 | 0.14% | 0.17% | 0.18% | Q1 2023 | Q3 2023 | 3 |
Neuberger Berman Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 3 |
LifeGuide Financial Advisors, LLC | 3 | 3 | 1.42% | 3.08% | 4.26% | Q1 2023 | Q3 2023 | 3 |
Bristlecone Advisors, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2023 | 3 |
PFS INVESTMENTS INC. | 3 | 3 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q2 2023 | 3 |
Brinker Capital Investments, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Lion Street Advisors, LLC | 1 | 1 | 0.14% | 0.16% | 0.18% | Q3 2022 | Q3 2023 | 3 |
W ADVISORS, LLC | 2 | 1 | 0.32% | 0.38% | 0.49% | Q4 2021 | Q4 2022 | 3 |
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 3 | 3 | 0.06% | 0.06% | 0.08% | Q4 2022 | Q2 2023 | 3 |
JOHNSON INVESTMENT COUNSEL INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Arjuna Capital | 3 | 3 | 0.47% | 0.48% | 0.49% | Q1 2023 | Q3 2023 | 3 |
Savant Capital, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Lokken Investment Group LLC | 3 | 3 | 0.33% | 0.35% | 0.36% | Q3 2021 | Q1 2022 | 3 |
Carmel Capital Partners, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Ahrens Investment Partners LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 3 |
Herold Advisors, Inc. | 3 | 3 | 0.07% | 0.07% | 0.08% | Q3 2021 | Q1 2022 | 3 |
Rise Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Legacy Financial Advisors, Inc. | 3 | 3 | 0.08% | 0.09% | 0.09% | Q1 2023 | Q3 2023 | 3 |
CHOREO, LLC | 3 | 3 | 0.08% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Main Street Financial Solutions, LLC | 3 | 3 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Brio Consultants, LLC | 2 | 1 | 0.04% | 0.08% | 0.15% | Q2 2022 | Q3 2023 | 3 |
Ten Capital Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
HC Advisors, LLC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q4 2020 | Q1 2021 | 2 |
Lido Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
IEQ CAPITAL, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
EVERMAY WEALTH MANAGEMENT LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
ACCESS FINANCIAL SERVICES, INC. | 2 | 2 | 0.16% | 0.16% | 0.17% | Q2 2023 | Q3 2023 | 2 |
Passive Capital Management, LLC. | 2 | 2 | 0.22% | 0.23% | 0.23% | Q4 2022 | Q1 2023 | 2 |
Sugarloaf Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q2 2020 | 2 |
PRINCIPAL FINANCIAL GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Spire Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.22% | 0.23% | 0.25% | Q2 2023 | Q3 2023 | 2 |
Stevard, LLC | 2 | 2 | 1.58% | 1.65% | 1.72% | Q3 2020 | Q4 2020 | 2 |
Atria Investments, Inc | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q3 2022 | 2 |
Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Cardinal Point Wealth Management Partners, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q1 2022 | 2 |
Fragasso Group Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q2 2022 | 2 |
BECKER CAPITAL MANAGEMENT INC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
EdgeRock Capital LLC | 1 | 1 | 0.03% | 0.09% | 0.14% | Q3 2022 | Q3 2023 | 2 |
Values Added Financial LLC | 2 | 2 | 0.82% | 0.86% | 0.90% | Q2 2023 | Q3 2023 | 2 |
HBC Financial Services, PLLC | 2 | 2 | 0.01% | 0.50% | 0.99% | Q2 2020 | Q3 2020 | 2 |
Buckingham Capital Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q2 2023 | 2 |
Y-Intercept (Hong Kong) Ltd | 2 | 2 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q2 2023 | 2 |
FAS Wealth Partners, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
Glassman Wealth Services | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.00% | 0.02% | 0.05% | Q3 2021 | Q4 2022 | 2 |
Curran Financial Partners, LLC | 2 | 2 | 0.74% | 0.78% | 0.82% | Q4 2021 | Q1 2022 | 2 |
Fiera Capital Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Steinberg Global Asset Management | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q1 2019 | 2 |
RB Capital Management, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Summit Wealth Group, LLC | 2 | 2 | 0.12% | 0.44% | 0.76% | Q1 2023 | Q2 2023 | 2 |
Jefferies Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
SkyView Investment Advisors, LLC | 2 | 2 | 0.36% | 0.38% | 0.41% | Q3 2021 | Q4 2021 | 2 |
Abacus Wealth Partners, LLC | 2 | 2 | 0.08% | 0.10% | 0.11% | Q4 2021 | Q1 2022 | 2 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 2 |
5th Street Advisors, LLC | 2 | 2 | 0.23% | 0.24% | 0.24% | Q1 2023 | Q2 2023 | 2 |
Renaissance Technologies | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Morling Financial Advisors, LLC | 2 | 2 | 0.21% | 0.23% | 0.25% | Q4 2022 | Q1 2023 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
ASPIRIANT, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q4 2022 | 2 |
OXFORD FINANCIAL GROUP, LTD. LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Prime Capital Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.10% | 0.11% | 0.11% | Q4 2021 | Q1 2022 | 2 |
Qube Research & Technologies Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 2 |
Regal Wealth Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
B & T Capital Management DBA Alpha Capital Management | 1 | 1 | 0.04% | 0.05% | 0.05% | Q1 2022 | Q3 2023 | 2 |
Carroll Financial Associates, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Operose Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Adero Partners, LLC | 2 | 2 | 0.13% | 0.20% | 0.26% | Q2 2022 | Q3 2022 | 2 |
Perigon Wealth Management, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
FormulaFolio Investments, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q2 2021 | 2 |
Lenox Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Windsor Wealth Management, Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
UMB Bank, n.a. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Bigelow Investment Advisors, LLC | 1 | 1 | 0.09% | 0.11% | 0.14% | Q4 2021 | Q4 2022 | 2 |
LIBERTY WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
ADE, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Occidental Asset Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
PRUDENTIAL PLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Rehmann Capital Advisory Group | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Keystone Wealth Services, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q1 2023 | 1 |
ACG Wealth | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
D. SCOTT NEAL, INC. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2023 | Q2 2023 | 1 |
OLIO Financial Planning | 1 | 1 | 0.53% | 0.53% | 0.53% | Q4 2021 | Q4 2021 | 1 |
Goepper Burkhardt LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
TRILLIUM ASSET MANAGEMENT, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2020 | Q4 2020 | 1 |
TRUEWEALTH LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2020 | Q2 2020 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
AGF MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Echo45 Advisors LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q4 2022 | Q4 2022 | 1 |
CONTINUUM WEALTH ADVISORS, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2022 | Q4 2022 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
Grey Fox Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
IFS Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Pinnacle Bancorp, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Stratos Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TPG Financial Advisors, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
SALEM INVESTMENT COUNSELORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HERITAGE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Brookstone Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
American Trust | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Rinkey Investments | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2023 | Q2 2023 | 1 |
Doyle Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
IFG Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
People's United Financial, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Watson Rebecca | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2020 | Q2 2020 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
FIRST FOUNDATION ADVISORS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
NewEdge Wealth, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Towerpoint Wealth, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Ethic Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
KINGS POINT CAPITAL MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Cassady Schiller Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Moss Adams Wealth Advisors LLC | 1 | 1 | 2.13% | 2.13% | 2.13% | Q4 2022 | Q4 2022 | 1 |
Kades & Cheifetz LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q2 2023 | 1 |
Transparent Wealth Partners LLC | 1 | 1 | 1.41% | 1.41% | 1.41% | Q1 2022 | Q1 2022 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
EP Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
FC Advisory LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
Ancora Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Sigma Planning Corp | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
Aspire Private Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
RESOLUTE FINANCIAL, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
Jackson, Grant Investment Advisers, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Inscription Capital, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Chicago Partners Investment Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Boulder Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
SeaCrest Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Alpha Cubed Investments, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
HILL ISLAND FINANCIAL LLC | 1 | 1 | 1.33% | 1.33% | 1.33% | Q4 2021 | Q4 2021 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.88% | 0.88% | 0.88% | Q4 2021 | Q4 2021 | 1 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2022 | Q4 2022 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Concord Wealth Partners | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
NORTHSTAR ASSET MANAGEMENT INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2022 | Q2 2022 | 1 |
BROWN ADVISORY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Cardinal Point Wealth Management LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2021 | Q3 2021 | 1 |
FLAGSTAR ADVISORS INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
Beta Wealth Group, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
ZEVIN ASSET MANAGEMENT LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Iron Horse Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Schwab Charitable Fund | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2022 | Q1 2022 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
GLENMEDE TRUST CO NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Financial Insights, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HAP Trading, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2021 | Q1 2021 | 1 |
TFC Financial Management, Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2022 | Q2 2022 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Integrated Wealth Concepts LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Sharkey, Howes & Javer | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q3 2022 | 1 |
Portfolio Solutions, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
SG Americas Securities, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Lakewood Asset Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
External links
This page lists all the filers that currently own VANGUARD WORLD FD or have owned VANGUARD WORLD FD in the past.