Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 20 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 76 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 42 | 2 | 0.18% | 1.93% | 4.22% | Q2 2010 | Q3 2023 | 44 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 42 | 42 | 0.62% | 0.86% | 1.09% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.02% | 0.07% | 0.20% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.02% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Ancora Advisors LLC | 42 | 42 | 0.03% | 1.54% | 2.57% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
SOL Capital Management CO | 42 | 42 | 0.08% | 0.91% | 1.74% | Q2 2013 | Q3 2023 | 42 |
Creative Planning | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
HighTower Advisors, LLC | 30 | 11 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 41 |
RAYMOND JAMES & ASSOCIATES | 37 | 4 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 41 |
Verus Financial Partners, Inc. | 29 | 12 | 4.50% | 15.57% | 31.30% | Q2 2013 | Q3 2023 | 41 |
Checchi Capital Advisers, LLC | 40 | 40 | 0.05% | 0.10% | 0.36% | Q4 2013 | Q3 2023 | 40 |
J.P. Morgan Private Wealth Advisors LLC | 40 | 40 | 0.00% | 0.03% | 0.10% | Q4 2013 | Q3 2023 | 40 |
Baker Ellis Asset Management LLC | 40 | 40 | 0.24% | 0.90% | 1.52% | Q4 2013 | Q3 2023 | 40 |
Sandy Spring Bank | 40 | 40 | 0.00% | 0.10% | 0.30% | Q4 2013 | Q3 2023 | 40 |
Oakworth Capital, Inc. | 40 | 40 | 0.01% | 0.01% | 0.04% | Q4 2013 | Q3 2023 | 40 |
ENVESTNET ASSET MANAGEMENT INC | 40 | 40 | 0.03% | 0.05% | 0.10% | Q4 2013 | Q3 2023 | 40 |
Savant Capital, LLC | 39 | 39 | 0.02% | 0.12% | 0.23% | Q1 2014 | Q3 2023 | 39 |
Gibson Capital, LLC | 39 | 39 | 0.09% | 0.23% | 0.32% | Q1 2014 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.00% | 0.02% | Q1 2014 | Q3 2023 | 39 |
Clarkston Capital Partners, LLC | 34 | 4 | 0.05% | 0.08% | 0.23% | Q2 2013 | Q4 2022 | 38 |
SHEETS SMITH WEALTH MANAGEMENT | 15 | 3 | 0.05% | 0.07% | 0.08% | Q1 2013 | Q3 2023 | 37 |
SIGNATUREFD, LLC | 23 | 14 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q3 2023 | 36 |
Capital Advantage, Inc. | 17 | 7 | 1.25% | 2.68% | 5.88% | Q2 2014 | Q3 2023 | 36 |
PNC FINANCIAL SERVICES GROUP, INC. | 36 | 36 | 0.00% | 0.01% | 0.06% | Q4 2014 | Q3 2023 | 36 |
Baird Financial Group, Inc. | 34 | 34 | 0.00% | 0.02% | 0.02% | Q2 2015 | Q3 2023 | 34 |
Cutler Group LLC / CA | 11 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 34 |
NORTHSTAR ASSET MANAGEMENT Co LLC | 29 | 3 | 0.08% | 0.10% | 0.11% | Q4 2014 | Q4 2022 | 32 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 32 |
Legacy Private Trust Co. | 32 | 32 | 0.10% | 0.16% | 0.71% | Q4 2015 | Q3 2023 | 32 |
Brouwer & Janachowski, LLC | 32 | 32 | 0.20% | 1.91% | 5.67% | Q4 2013 | Q3 2021 | 32 |
Capital Investment Advisors, LLC | 32 | 32 | 0.09% | 0.27% | 0.36% | Q1 2016 | Q4 2023 | 32 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 32 | 32 | 0.00% | 0.00% | 0.03% | Q4 2015 | Q3 2023 | 32 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.01% | 0.07% | Q4 2015 | Q3 2023 | 31 |
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 31 | 31 | 0.28% | 20.13% | 23.05% | Q1 2016 | Q3 2023 | 31 |
Brinker Capital Investments, LLC | 27 | 1 | 0.00% | 0.27% | 0.92% | Q2 2013 | Q4 2022 | 30 |
NEXT Financial Group, Inc | 30 | 30 | 0.01% | 0.24% | 0.76% | Q3 2014 | Q4 2021 | 30 |
American Investment Services, Inc. | 30 | 30 | 2.05% | 2.40% | 3.03% | Q2 2016 | Q3 2023 | 30 |
Janney Montgomery Scott LLC | 15 | 2 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q3 2023 | 29 |
OLD NATIONAL BANCORP /IN/ | 25 | 4 | 0.02% | 0.14% | 0.31% | Q3 2014 | Q3 2023 | 29 |
CULLEN/FROST BANKERS, INC. | 25 | 4 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 29 |
US BANCORP \DE\ | 29 | 29 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 29 |
B. Riley Wealth Advisors, Inc. | 29 | 29 | 0.07% | 0.12% | 0.17% | Q3 2016 | Q3 2023 | 29 |
BlackRock Inc. | 29 | 29 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2022 | 29 |
Carroll Financial Associates, Inc. | 29 | 29 | 0.01% | 0.02% | 0.08% | Q4 2014 | Q4 2021 | 29 |
AE Wealth Management LLC | 28 | 28 | 0.01% | 0.03% | 0.10% | Q4 2016 | Q3 2023 | 28 |
Cassaday & Co Inc. | 28 | 28 | 0.01% | 2.40% | 17.64% | Q1 2015 | Q4 2021 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.07% | 0.23% | 0.43% | Q4 2016 | Q3 2023 | 28 |
AllSquare Wealth Management LLC | 28 | 28 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q3 2023 | 28 |
Paracle Advisors, LLC | 27 | 27 | 0.66% | 1.54% | 3.56% | Q3 2014 | Q1 2021 | 27 |
Steward Partners Investment Advisory, LLC | 27 | 27 | 0.00% | 0.02% | 0.05% | Q1 2017 | Q3 2023 | 27 |
Asset Planning Services, Ltd. | 27 | 27 | 0.35% | 0.45% | 0.65% | Q2 2015 | Q4 2021 | 27 |
Cetera Investment Advisers | 27 | 27 | 0.01% | 0.05% | 0.09% | Q1 2017 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q4 2019 | 27 |
SALEM INVESTMENT COUNSELORS INC | 18 | 3 | 0.00% | 0.03% | 0.05% | Q1 2014 | Q3 2023 | 27 |
BESSEMER GROUP INC | 27 | 27 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2020 | 27 |
RWA WEALTH PARTNERS, LLC | 24 | 3 | 0.01% | 0.19% | 1.80% | Q4 2016 | Q3 2023 | 27 |
VANGUARD GROUP INC | 8 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 27 |
GOLDMAN SACHS GROUP INC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2012 | Q2 2023 | 26 |
Bank Pictet & Cie (Europe) AG | 26 | 26 | 0.11% | 0.95% | 5.66% | Q4 2013 | Q1 2020 | 26 |
FMR LLC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.02% | 0.04% | 0.08% | Q2 2017 | Q3 2023 | 26 |
Stratos Wealth Partners, LTD. | 26 | 26 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 26 |
SMITH, MOORE & CO. | 14 | 11 | 0.04% | 0.06% | 0.07% | Q2 2017 | Q3 2023 | 25 |
AdvisorNet Financial, Inc | 24 | 24 | 0.01% | 0.04% | 0.23% | Q4 2017 | Q3 2023 | 24 |
Baystate Wealth Management LLC | 17 | 7 | 0.03% | 0.18% | 0.94% | Q4 2014 | Q4 2020 | 24 |
Dynamic Advisor Solutions LLC | 24 | 24 | 0.05% | 0.16% | 0.29% | Q4 2017 | Q3 2023 | 24 |
Alpha Cubed Investments, LLC | 24 | 24 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 24 |
Cadence Bank | 24 | 24 | 3.19% | 6.88% | 10.41% | Q4 2017 | Q3 2023 | 24 |
VALLEY NATIONAL ADVISERS INC | 24 | 24 | 0.01% | 0.05% | 0.15% | Q4 2017 | Q3 2023 | 24 |
SMITHBRIDGE ASSET MANAGEMENT INC/DE | 24 | 24 | 0.06% | 0.56% | 1.14% | Q3 2017 | Q2 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.05% | 0.06% | 0.06% | Q4 2017 | Q3 2023 | 24 |
IHT Wealth Management, LLC | 15 | 9 | 0.00% | 0.04% | 0.07% | Q2 2017 | Q3 2023 | 24 |
BDO Wealth Advisors, LLC | 22 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2023 | 23 |
Geneos Wealth Management Inc. | 21 | 2 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 23 |
CALTON & ASSOCIATES, INC. | 23 | 23 | 0.18% | 0.61% | 1.78% | Q4 2017 | Q2 2023 | 23 |
Certified Advisory Corp | 11 | 11 | 0.02% | 0.30% | 0.91% | Q4 2017 | Q3 2023 | 22 |
Pathway Financial Advisors LLC | 14 | 8 | 0.10% | 0.13% | 0.19% | Q4 2017 | Q3 2023 | 22 |
Raymond James Financial Services Advisors, Inc. | 14 | 8 | 0.01% | 0.05% | 0.08% | Q1 2018 | Q3 2023 | 22 |
Brand Asset Management Group, Inc. | 22 | 22 | 0.94% | 1.02% | 1.10% | Q2 2018 | Q3 2023 | 22 |
HUNTINGTON NATIONAL BANK | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Private Advisor Group, LLC | 21 | 1 | 0.00% | 0.03% | 0.08% | Q3 2014 | Q3 2023 | 22 |
JPMORGAN CHASE & CO | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
JANE STREET GROUP, LLC | 6 | 1 | 0.00% | 0.01% | 0.05% | Q4 2014 | Q4 2022 | 21 |
Cetera Advisor Networks LLC | 10 | 1 | 0.00% | 0.04% | 0.13% | Q3 2013 | Q3 2023 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.05% | 0.06% | 0.08% | Q1 2017 | Q3 2023 | 21 |
CENTAURUS FINANCIAL, INC. | 16 | 2 | 0.01% | 0.03% | 0.06% | Q1 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.87% | 2.74% | 3.33% | Q3 2018 | Q3 2023 | 21 |
BLAIR WILLIAM & CO/IL | 13 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 21 |
Meridian Wealth Advisors, LLC | 20 | 20 | 0.08% | 0.11% | 0.18% | Q4 2018 | Q3 2023 | 20 |
TRUSTCORE FINANCIAL SERVICES, LLC | 16 | 4 | 0.06% | 0.28% | 0.62% | Q4 2017 | Q4 2022 | 20 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 20 | 20 | 0.09% | 0.27% | 0.45% | Q4 2018 | Q3 2023 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.02% | 0.03% | 0.09% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2022 | 20 |
First Allied Advisory Services, Inc. | 10 | 3 | 0.01% | 0.05% | 0.33% | Q2 2013 | Q3 2020 | 20 |
Black Diamond Financial, LLC | 20 | 20 | 1.35% | 5.14% | 8.59% | Q4 2018 | Q3 2023 | 20 |
WealthOne, LLC | 20 | 20 | 0.17% | 0.31% | 0.41% | Q4 2018 | Q3 2023 | 20 |
TRUIST FINANCIAL CORP | 20 | 20 | 0.04% | 0.11% | 0.55% | Q4 2018 | Q3 2023 | 20 |
Keel Point, LLC | 20 | 20 | 0.14% | 1.08% | 2.70% | Q4 2018 | Q3 2023 | 20 |
Archer Investment Corp | 10 | 9 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 19 |
Wealthcare Advisory Partners LLC | 19 | 19 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q1 2022 | 19 |
Evensky & Katz LLC | 19 | 19 | 2.91% | 3.80% | 5.01% | Q2 2013 | Q4 2017 | 19 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 19 | 19 | 0.01% | 0.03% | 0.04% | Q1 2019 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
CWM, LLC | 11 | 8 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 19 |
Capital Investment Advisory Services, LLC | 12 | 7 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 19 |
Pacific Center for Financial Services | 19 | 19 | 0.05% | 0.06% | 0.08% | Q4 2016 | Q2 2021 | 19 |
Matthew Goff Investment Advisor, LLC | 14 | 5 | 0.15% | 0.43% | 0.55% | Q3 2017 | Q3 2023 | 19 |
CreativeOne Wealth, LLC | 19 | 19 | 0.10% | 0.86% | 1.59% | Q1 2019 | Q3 2023 | 19 |
Sheaff Brock Investment Advisors, LLC | 18 | 18 | 0.03% | 0.04% | 0.05% | Q2 2019 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.06% | 0.08% | Q2 2013 | Q3 2017 | 18 |
BANCORPSOUTH INC | 18 | 18 | 1.21% | 2.01% | 3.04% | Q2 2013 | Q3 2017 | 18 |
Larson Financial Group LLC | 17 | 17 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
Roble, Belko & Company, Inc | 17 | 17 | 0.02% | 0.03% | 0.08% | Q3 2019 | Q3 2023 | 17 |
Tower Research Capital LLC (TRC) | 10 | 3 | 0.00% | 0.02% | 0.07% | Q1 2018 | Q3 2023 | 17 |
StoneX Group Inc. | 14 | 3 | 0.20% | 0.89% | 2.07% | Q3 2018 | Q3 2023 | 17 |
Cetera Advisors LLC | 14 | 1 | 0.01% | 0.09% | 0.18% | Q4 2013 | Q3 2023 | 17 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 14 | 3 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 17 |
ASSETMARK, INC | 6 | 1 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q3 2023 | 17 |
Mosaic Family Wealth, LLC | 17 | 17 | 0.10% | 0.13% | 0.15% | Q4 2017 | Q4 2021 | 17 |
Sensible Financial Planning & Management, LLC. | 17 | 17 | 0.16% | 1.45% | 2.06% | Q3 2019 | Q3 2023 | 17 |
Citadel Advisors | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2023 | 17 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 17 | 17 | 0.30% | 2.45% | 11.73% | Q3 2019 | Q3 2023 | 17 |
Physician Wealth Advisors, Inc. | 17 | 17 | 0.44% | 0.83% | 1.20% | Q3 2019 | Q3 2023 | 17 |
Allworth Financial LP | 16 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 17 |
MONETA GROUP INVESTMENT ADVISORS LLC | 17 | 17 | 0.08% | 0.19% | 0.33% | Q3 2019 | Q3 2023 | 17 |
Capital Planning Advisors, LLC | 11 | 6 | 0.14% | 0.17% | 0.24% | Q4 2016 | Q1 2021 | 17 |
HILLTOP WEALTH ADVISORS, LLC | 16 | 16 | 1.73% | 2.84% | 4.20% | Q4 2019 | Q3 2023 | 16 |
Heartwood Wealth Advisors LLC | 16 | 16 | 0.18% | 1.22% | 3.07% | Q4 2019 | Q3 2023 | 16 |
Sound Income Strategies, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Stratos Investment Management, LLC | 16 | 16 | 0.05% | 0.07% | 0.12% | Q4 2019 | Q3 2023 | 16 |
Portfolio Solutions, LLC | 12 | 4 | 0.33% | 0.48% | 0.61% | Q1 2016 | Q3 2020 | 16 |
Stokes Family Office, LLC | 16 | 16 | 0.52% | 0.66% | 0.84% | Q4 2019 | Q3 2023 | 16 |
McAdam, LLC | 15 | 1 | 0.00% | 0.12% | 0.28% | Q3 2018 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.13% | 0.17% | 0.21% | Q4 2019 | Q3 2023 | 16 |
CX Institutional | 12 | 1 | 0.00% | 0.26% | 0.52% | Q2 2018 | Q3 2022 | 16 |
CLIENT 1ST ADVISORY GROUP, LLC | 15 | 15 | 0.23% | 0.34% | 1.13% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.04% | 0.07% | Q2 2016 | Q4 2019 | 15 |
Gray Wealth Management Inc. | 15 | 15 | 2.86% | 3.23% | 3.69% | Q1 2020 | Q3 2023 | 15 |
USAdvisors Wealth Management, LLC | 14 | 1 | 0.10% | 0.46% | 0.98% | Q4 2019 | Q3 2023 | 15 |
Destination Wealth Management | 15 | 15 | 0.13% | 0.26% | 0.34% | Q1 2020 | Q3 2023 | 15 |
Stokes & Hubbell Capital Management, LLC | 15 | 15 | 0.63% | 0.93% | 1.39% | Q3 2015 | Q1 2019 | 15 |
Apella Capital, LLC | 12 | 3 | 0.68% | 1.50% | 2.33% | Q1 2020 | Q4 2023 | 15 |
Sonora Investment Management, LLC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2021 | 15 |
Advisory Services Network, LLC | 15 | 15 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 15 |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 15 | 15 | 1.37% | 8.99% | 11.70% | Q1 2020 | Q3 2023 | 15 |
Rehmann Capital Advisory Group | 15 | 15 | 0.04% | 0.05% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Disciplined Investments, LLC | 15 | 15 | 0.02% | 0.09% | 0.15% | Q4 2019 | Q2 2023 | 15 |
C M BIDWELL & ASSOCIATES LTD | 15 | 15 | 0.19% | 0.29% | 0.52% | Q1 2020 | Q3 2023 | 15 |
Financial Partners Group, Inc | 15 | 15 | 0.08% | 0.12% | 0.22% | Q1 2020 | Q3 2023 | 15 |
CI INVESTMENTS INC. | 15 | 15 | 0.01% | 0.05% | 0.13% | Q1 2019 | Q3 2022 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2016 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.02% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Belpointe Asset Management LLC | 15 | 15 | 0.03% | 0.04% | 0.05% | Q1 2020 | Q3 2023 | 15 |
CAPTRUST FINANCIAL ADVISORS | 14 | 14 | 0.00% | 0.01% | 0.07% | Q2 2020 | Q3 2023 | 14 |
FORVIS Wealth Advisors, LLC | 14 | 14 | 0.58% | 1.15% | 1.48% | Q2 2020 | Q3 2023 | 14 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 14 | 14 | 0.28% | 1.28% | 2.58% | Q2 2020 | Q3 2023 | 14 |
AMG National Trust Bank | 14 | 14 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Joel Isaacson & Co., LLC | 14 | 14 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Global Endowment Management, LP | 14 | 14 | 4.55% | 8.94% | 13.35% | Q4 2019 | Q1 2023 | 14 |
GeoWealth Management, LLC | 13 | 1 | 0.05% | 0.51% | 1.62% | Q3 2019 | Q3 2023 | 14 |
Cribstone Capital Management, LLC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2019 | 14 |
UBS ASSET MANAGEMENT AMERICAS INC | 12 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2021 | 14 |
M&T BANK CORP | 11 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2023 | 14 |
COZAD ASSET MANAGEMENT INC | 14 | 14 | 1.16% | 1.52% | 1.73% | Q2 2020 | Q3 2023 | 14 |
DEARBORN PARTNERS LLC | 14 | 14 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q3 2016 | 14 |
CREDIT SUISSE AG/ | 5 | 2 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2019 | 14 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 14 | 14 | 0.03% | 0.19% | 0.33% | Q2 2020 | Q3 2023 | 14 |
PROFFITT & GOODSON INC | 14 | 14 | 0.20% | 0.26% | 0.33% | Q2 2020 | Q3 2023 | 14 |
SHINE INVESTMENT ADVISORY SERVICES INC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2020 | 14 |
Fisher Asset Management, LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 14 |
Princeton Global Asset Management LLC | 14 | 14 | 0.03% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Financial Advocates Investment Management | 14 | 14 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 14 |
NIPPON LIFE INSURANCE CO | 13 | 13 | 0.18% | 0.23% | 0.27% | Q4 2016 | Q4 2019 | 13 |
FRANKLIN RESOURCES INC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
First Pacific Financial | 13 | 13 | 0.14% | 0.17% | 0.23% | Q3 2020 | Q3 2023 | 13 |
QUADRANT CAPITAL GROUP LLC | 13 | 13 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q4 2022 | 13 |
TrinityPoint Wealth, LLC | 8 | 5 | 0.04% | 0.08% | 0.14% | Q4 2018 | Q1 2022 | 13 |
FLC Capital Advisors | 13 | 13 | 0.10% | 0.11% | 0.12% | Q2 2020 | Q2 2023 | 13 |
Investors Capital Advisory Services | 13 | 13 | 0.08% | 0.71% | 1.21% | Q2 2013 | Q2 2016 | 13 |
River Wealth Advisors LLC | 13 | 13 | 0.05% | 0.08% | 0.13% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.03% | 0.11% | Q3 2020 | Q3 2023 | 13 |
HBW ADVISORY SERVICES LLC | 13 | 13 | 0.34% | 0.51% | 0.73% | Q3 2020 | Q3 2023 | 13 |
Front Row Advisors LLC | 13 | 13 | 0.09% | 0.14% | 0.16% | Q3 2020 | Q3 2023 | 13 |
ProVise Management Group, LLC | 13 | 13 | 0.05% | 1.29% | 2.26% | Q3 2020 | Q3 2023 | 13 |
Compass Ion Advisors, LLC | 12 | 1 | 0.05% | 0.09% | 0.22% | Q2 2020 | Q3 2023 | 13 |
PRIVATE TRUST CO NA | 7 | 6 | 0.01% | 0.01% | 0.04% | Q1 2013 | Q3 2023 | 13 |
Fortis Advisors, LLC | 12 | 12 | 0.01% | 1.14% | 3.48% | Q2 2020 | Q1 2023 | 12 |
Wells Financial Advisors INC | 12 | 12 | 0.14% | 0.19% | 0.22% | Q4 2020 | Q3 2023 | 12 |
Marshall Financial Group LLC | 12 | 12 | 0.90% | 1.18% | 1.45% | Q4 2020 | Q3 2023 | 12 |
Beaumont Financial Partners, LLC | 10 | 2 | 0.03% | 0.76% | 2.70% | Q3 2019 | Q3 2022 | 12 |
WOLVERINE TRADING, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2021 | 12 |
Brookstone Capital Management | 11 | 1 | 0.01% | 0.02% | 0.07% | Q1 2017 | Q3 2023 | 12 |
Capital Planning LLC | 12 | 12 | 0.15% | 0.21% | 0.26% | Q4 2020 | Q3 2023 | 12 |
McClarren Financial Advisors, Inc. | 12 | 12 | 1.06% | 1.66% | 2.56% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.36% | 0.58% | 0.66% | Q4 2020 | Q3 2023 | 12 |
McIlrath & Eck, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2021 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.20% | 0.26% | 0.37% | Q4 2020 | Q3 2023 | 12 |
HL FINANCIAL SERVICES LLC | 12 | 12 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q1 2016 | 12 |
Gradient Investments LLC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2023 | 12 |
Joseph P. Lucia & Associates, LLC | 6 | 2 | 0.00% | 0.07% | 0.15% | Q1 2019 | Q2 2022 | 12 |
Clear Creek Financial Management, LLC | 10 | 1 | 0.12% | 0.30% | 0.53% | Q1 2020 | Q3 2023 | 12 |
DB Wealth Management Group, LLC | 12 | 12 | 0.26% | 0.29% | 0.34% | Q4 2020 | Q3 2023 | 12 |
People's United Financial, Inc. | 12 | 12 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q1 2022 | 12 |
BOYS ARNOLD & CO INC | 10 | 2 | 0.04% | 0.07% | 0.13% | Q1 2014 | Q1 2020 | 12 |
John W. Brooker & Co., CPAs | 12 | 12 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q3 2022 | 12 |
MCF Advisors LLC | 7 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 12 |
Jackson Wealth Management, LLC | 10 | 2 | 0.24% | 0.54% | 0.68% | Q2 2020 | Q3 2023 | 12 |
MJP ASSOCIATES INC /ADV | 12 | 12 | 0.21% | 0.91% | 2.28% | Q4 2020 | Q3 2023 | 12 |
TriaGen Wealth Management LLC | 12 | 12 | 1.88% | 2.43% | 3.11% | Q4 2020 | Q3 2023 | 12 |
PRUDENTIAL FINANCIAL INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Moloney Securities Asset Management, LLC | 8 | 4 | 0.04% | 0.05% | 0.05% | Q3 2020 | Q3 2023 | 12 |
Strategic Equity Management | 12 | 12 | 0.88% | 1.44% | 3.43% | Q4 2020 | Q3 2023 | 12 |
West Financial Advisors, LLC | 12 | 12 | 0.14% | 0.24% | 0.33% | Q4 2020 | Q3 2023 | 12 |
Merriman Wealth Management, LLC | 12 | 12 | 0.02% | 0.21% | 2.05% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2016 | 12 |
Newton One Investments LLC | 12 | 12 | 0.07% | 0.08% | 0.10% | Q4 2020 | Q3 2023 | 12 |
TrueWealth Advisors, LLC | 12 | 12 | 0.34% | 0.59% | 1.09% | Q4 2020 | Q3 2023 | 12 |
1900 WEALTH MANAGEMENT LLC | 12 | 12 | 0.24% | 0.44% | 0.99% | Q4 2020 | Q3 2023 | 12 |
SIMON QUICK ADVISORS, LLC | 12 | 12 | 0.09% | 0.15% | 0.25% | Q4 2020 | Q3 2023 | 12 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
TD Capital Management LLC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q4 2021 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
HHM Wealth Advisors, LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Bristlecone Advisors, LLC | 9 | 1 | 0.00% | 0.07% | 0.09% | Q4 2015 | Q1 2023 | 11 |
Rockefeller Capital Management L.P. | 11 | 11 | 0.01% | 0.08% | 0.11% | Q1 2021 | Q3 2023 | 11 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Quantitative Advantage, LLC | 11 | 11 | 1.16% | 1.49% | 1.70% | Q3 2020 | Q1 2023 | 11 |
Schwab Charitable Fund | 11 | 11 | 0.15% | 0.47% | 0.82% | Q1 2019 | Q3 2021 | 11 |
Braun-Bostich & Associates Inc. | 7 | 4 | 0.05% | 0.07% | 0.08% | Q4 2017 | Q3 2020 | 11 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 11 | 11 | 0.00% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Arete Wealth Advisors, LLC | 10 | 1 | 0.02% | 0.40% | 0.79% | Q2 2020 | Q2 2023 | 11 |
Orion Portfolio Solutions, LLC | 11 | 11 | 0.01% | 0.11% | 0.36% | Q1 2021 | Q3 2023 | 11 |
D.A. DAVIDSON & CO. | 8 | 3 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 11 |
Essex Financial Services, Inc. | 11 | 11 | 0.03% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 11 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 10 | 10 | 0.05% | 0.05% | 0.06% | Q1 2020 | Q2 2022 | 10 |
Renaissance Technologies | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 10 |
Private Wealth Advisors, Inc. | 10 | 10 | 0.41% | 0.57% | 0.64% | Q2 2013 | Q3 2015 | 10 |
Accurate Wealth Management, LLC | 10 | 10 | 0.10% | 0.65% | 1.01% | Q2 2021 | Q3 2023 | 10 |
SEI INVESTMENTS CO | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2018 | 10 |
Sigma Planning Corp | 10 | 10 | 0.02% | 0.04% | 0.07% | Q3 2020 | Q4 2022 | 10 |
Procyon Advisors, LLC | 10 | 10 | 0.05% | 0.67% | 1.98% | Q4 2019 | Q1 2022 | 10 |
Hexagon Capital Partners LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Global Retirement Partners, LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Evercore Wealth Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2017 | 10 |
MASSMUTUAL TRUST CO FSB/ADV | 5 | 2 | 0.01% | 0.02% | 0.09% | Q4 2014 | Q4 2017 | 10 |
Accel Wealth Management | 10 | 10 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q1 2023 | 10 |
Berman Capital Advisors, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2021 | 10 |
Regal Investment Advisors LLC | 10 | 10 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2015 | 10 |
SYNOVUS FINANCIAL CORP | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
ALLIANCEBERNSTEIN L.P. | 10 | 10 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q2 2017 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.04% | 0.06% | 0.10% | Q1 2021 | Q3 2023 | 10 |
Hefty Wealth Partners | 10 | 10 | 0.01% | 0.04% | 0.05% | Q4 2015 | Q1 2018 | 10 |
TRUST CO OF VERMONT | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 10 |
B. Riley Wealth Management, Inc. | 6 | 4 | 0.00% | 0.04% | 0.06% | Q1 2019 | Q2 2022 | 10 |
Greenline Partners, LLC | 10 | 10 | 0.08% | 0.08% | 0.09% | Q2 2021 | Q3 2023 | 10 |
BROWN BROTHERS HARRIMAN & CO | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
STEPH & CO | 10 | 10 | 0.06% | 1.46% | 3.48% | Q2 2021 | Q3 2023 | 10 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 10 | 10 | 0.05% | 0.07% | 0.10% | Q2 2021 | Q3 2023 | 10 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 10 | 10 | 0.14% | 0.18% | 0.25% | Q2 2021 | Q3 2023 | 10 |
Pensionmark Financial Group, LLC | 9 | 9 | 0.09% | 0.12% | 0.14% | Q3 2021 | Q3 2023 | 9 |
CVA Family Office, LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 9 |
FLAGSTAR ADVISORS INC | 9 | 9 | 0.13% | 0.18% | 0.25% | Q3 2021 | Q3 2023 | 9 |
Atria Investments, Inc | 3 | 1 | 0.05% | 0.18% | 0.48% | Q4 2015 | Q3 2023 | 9 |
Johnson Financial Group, Inc. | 6 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
CADENCE BANK NA | 9 | 9 | 0.06% | 0.07% | 0.09% | Q2 2020 | Q2 2022 | 9 |
MERCER GLOBAL ADVISORS INC /ADV | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
MAI Capital Management | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Investors Financial Group, LLC | 9 | 9 | 0.56% | 0.66% | 0.77% | Q4 2019 | Q4 2021 | 9 |
DEUTSCHE BANK AG\ | 7 | 2 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2021 | 9 |
BANK OF MONTREAL /CAN/ | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 9 |
Simplicity Solutions, LLC | 4 | 1 | 0.00% | 0.17% | 1.34% | Q4 2018 | Q2 2022 | 9 |
PFG Advisors | 6 | 3 | 0.02% | 0.06% | 0.09% | Q3 2020 | Q2 2023 | 9 |
LEO BROKERAGE, LLC | 5 | 2 | 0.26% | 1.58% | 2.86% | Q3 2020 | Q2 2023 | 9 |
Good Life Advisors, LLC | 9 | 9 | 0.30% | 0.38% | 0.46% | Q4 2016 | Q4 2018 | 9 |
COLDSTREAM CAPITAL MANAGEMENT INC | 5 | 4 | 0.08% | 0.11% | 0.17% | Q2 2021 | Q3 2023 | 9 |
Beacon Pointe Advisors, LLC | 8 | 8 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Virtu KCG Holdings LLC | 4 | 1 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q2 2017 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.01% | 0.04% | 0.09% | Q4 2021 | Q3 2023 | 8 |
EUDAIMONIA ADVISORS LLC | 8 | 8 | 0.43% | 0.47% | 0.52% | Q4 2021 | Q3 2023 | 8 |
Southern Wealth Management, LLP | 8 | 8 | 0.19% | 0.38% | 0.52% | Q4 2019 | Q3 2021 | 8 |
BEAM WEALTH ADVISORS, INC. | 8 | 8 | 0.24% | 0.28% | 0.32% | Q4 2019 | Q3 2021 | 8 |
MEEDER ASSET MANAGEMENT INC | 8 | 8 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2022 | 8 |
FIFTH THIRD SECURITIES, INC. | 8 | 8 | 0.03% | 0.48% | 2.72% | Q4 2021 | Q3 2023 | 8 |
CITIGROUP INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 8 |
Security National Bank | 8 | 8 | 0.19% | 0.21% | 0.24% | Q2 2020 | Q1 2022 | 8 |
Fusion Family Wealth LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2018 | 8 |
Aspire Wealth Management Corp | 8 | 8 | 1.26% | 1.33% | 1.49% | Q4 2021 | Q3 2023 | 8 |
LEVEL FOUR ADVISORY SERVICES, LLC | 8 | 8 | 0.09% | 0.13% | 0.19% | Q4 2021 | Q3 2023 | 8 |
Cranbrook Wealth Management, LLC | 8 | 8 | 0.11% | 0.11% | 0.12% | Q4 2020 | Q3 2022 | 8 |
FLAGSHIP HARBOR ADVISORS, LLC | 5 | 3 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2020 | 8 |
Private Capital Group, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 8 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q4 2020 | 8 |
Qube Research & Technologies Ltd | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.12% | 0.14% | 0.17% | Q4 2021 | Q3 2023 | 8 |
Von Berge Wealth Management Group, LLC | 8 | 8 | 0.23% | 0.25% | 0.27% | Q4 2021 | Q3 2023 | 8 |
Cornerstone Wealth Management, LLC | 8 | 8 | 0.06% | 0.10% | 0.14% | Q4 2016 | Q3 2018 | 8 |
Operose Advisors LLC | 8 | 8 | 0.04% | 0.06% | 0.10% | Q4 2021 | Q3 2023 | 8 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 5 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 8 |
SG Americas Securities, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q2 2016 | 8 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 7 | 7 | 0.16% | 0.22% | 0.26% | Q4 2020 | Q2 2022 | 7 |
Clearwater Capital Advisors, LLC | 5 | 2 | 0.04% | 0.15% | 0.28% | Q2 2016 | Q1 2018 | 7 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 7 | 7 | 0.20% | 0.53% | 1.24% | Q1 2022 | Q3 2023 | 7 |
NATIONAL PLANNING CORP | 7 | 7 | 0.15% | 0.17% | 0.18% | Q2 2013 | Q4 2014 | 7 |
PACIFIC SUN FINANCIAL CORP | 6 | 1 | 0.15% | 0.21% | 0.26% | Q3 2021 | Q2 2023 | 7 |
Venturi Wealth Management, LLC | 7 | 7 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q3 2023 | 7 |
MONEY CONCEPTS CAPITAL CORP | 5 | 2 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q4 2022 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.01% | 0.01% | 0.03% | Q2 2020 | Q4 2021 | 7 |
Mutual Advisors, LLC | 7 | 7 | 0.06% | 0.08% | 0.10% | Q2 2020 | Q4 2021 | 7 |
City State Bank | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2022 | 7 |
STEPHENS INC /AR/ | 7 | 7 | 0.01% | 0.02% | 0.09% | Q1 2020 | Q3 2021 | 7 |
Wealthfront Advisers LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Virtu Financial LLC | 7 | 7 | 0.02% | 0.06% | 0.15% | Q2 2018 | Q4 2019 | 7 |
SUNTRUST BANKS INC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2019 | 7 |
MATHER GROUP, LLC. | 6 | 1 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 7 |
Capital Asset Advisory Services LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2021 | 7 |
WFG Advisors, LP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2016 | 7 |
Koshinski Asset Management, Inc. | 7 | 7 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q1 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.04% | 0.05% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q1 2021 | 7 |
MADDEN SECURITIES Corp | 6 | 1 | 0.12% | 0.17% | 0.27% | Q4 2019 | Q3 2021 | 7 |
RUSSELL FRANK CO/ | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2014 | 7 |
SFMG, LLC | 5 | 2 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q2 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.04% | 0.05% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Moisand Fitzgerald Tamayo, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
FIFTH THIRD BANCORP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 7 |
Wescott Financial Advisory Group, LLC | 7 | 7 | 0.18% | 0.21% | 0.26% | Q1 2022 | Q3 2023 | 7 |
Cerity Partners LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q2 2023 | 6 |
EATON VANCE MANAGEMENT | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Wagner Wealth Management, LLC | 4 | 2 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2022 | 6 |
Strategies Wealth Advisors, LLC | 4 | 2 | 0.17% | 0.23% | 0.32% | Q1 2022 | Q3 2023 | 6 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.01% | 0.06% | 0.14% | Q3 2016 | Q4 2022 | 6 |
Financial Architects, Inc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2017 | 6 |
Jacobi Capital Management LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2021 | 6 |
McElhenny Sheffield Capital Management, LLC | 6 | 6 | 0.01% | 0.17% | 0.22% | Q3 2021 | Q4 2022 | 6 |
PATHSTONE FAMILY OFFICE, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Edge Advisors, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q2 2018 | 6 |
FDx Advisors, Inc. | 6 | 6 | 0.09% | 0.54% | 0.77% | Q2 2022 | Q3 2023 | 6 |
SNS Financial Group, LLC | 6 | 6 | 0.12% | 0.21% | 0.27% | Q2 2022 | Q3 2023 | 6 |
Diversified Trust Co | 6 | 6 | 0.03% | 0.13% | 0.22% | Q3 2022 | Q4 2023 | 6 |
Avior Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Placemark Investments, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2014 | 6 |
Stratos Wealth Advisors, LLC | 6 | 6 | 0.04% | 0.14% | 0.25% | Q3 2019 | Q4 2020 | 6 |
Retirement Solution Inc. | 4 | 2 | 0.07% | 0.09% | 0.10% | Q2 2021 | Q3 2023 | 6 |
UBS AG | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
WADE G W & INC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
PDS Planning, Inc | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 6 |
NORTHERN TRUST CORP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
GSA CAPITAL PARTNERS LLP | 3 | 3 | 0.02% | 0.05% | 0.08% | Q2 2021 | Q3 2023 | 6 |
Western Wealth Management, LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q3 2022 | 6 |
Avant Capital LLC | 4 | 2 | 0.24% | 0.26% | 0.31% | Q4 2021 | Q3 2023 | 6 |
Cardan Capital Partners, LLC | 6 | 6 | 0.47% | 0.67% | 0.85% | Q2 2020 | Q3 2021 | 6 |
INVESTMENT CENTERS OF AMERICA INC | 6 | 6 | 0.05% | 0.06% | 0.08% | Q2 2016 | Q3 2017 | 6 |
Berger Financial Group, Inc | 3 | 3 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 6 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2023 | 6 |
Timber Hill LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 6 |
Ferris Capital, LLC | 5 | 1 | 0.02% | 0.03% | 0.03% | Q2 2017 | Q1 2019 | 6 |
IEQ CAPITAL, LLC | 6 | 6 | 0.32% | 0.47% | 0.58% | Q2 2022 | Q3 2023 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Valmark Advisers, Inc. | 4 | 1 | 0.02% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 5 |
James J. Burns & Company, LLC | 5 | 5 | 0.43% | 0.92% | 1.47% | Q3 2022 | Q3 2023 | 5 |
Hubbell Strickland Wealth Management, LLC | 4 | 1 | 0.12% | 0.13% | 0.14% | Q2 2021 | Q2 2023 | 5 |
Homrich & Berg | 5 | 5 | 0.17% | 0.19% | 0.21% | Q3 2020 | Q3 2021 | 5 |
SII INVESTMENTS INC/WI | 2 | 1 | 0.02% | 0.05% | 0.10% | Q1 2016 | Q4 2017 | 5 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 5 |
RE Dickinson Investment Advisors, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Zhang Financial LLC | 5 | 5 | 0.05% | 0.11% | 0.29% | Q3 2022 | Q3 2023 | 5 |
Institute for Wealth Management, LLC. | 3 | 2 | 0.04% | 0.05% | 0.05% | Q3 2021 | Q3 2023 | 5 |
Capital Advisors, Ltd. LLC | 4 | 1 | 0.01% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 5 |
GLENMEDE TRUST CO NA | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
Capital Directions Investment Advisors, LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2014 | 5 |
Chesley Taft & Associates LLC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q4 2016 | Q4 2017 | 5 |
David Kennon Inc | 5 | 5 | 1.34% | 1.42% | 1.54% | Q3 2022 | Q3 2023 | 5 |
PINNACLE FINANCIAL PARTNERS INC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
PARK AVENUE SECURITIES LLC | 4 | 1 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 5 |
Alexandria Capital, LLC | 5 | 5 | 0.01% | 0.05% | 0.06% | Q2 2013 | Q2 2014 | 5 |
FIDUCIARY TRUST INTERNATIONAL LLC | 5 | 5 | 0.15% | 0.18% | 0.21% | Q2 2019 | Q2 2020 | 5 |
Zeit Capital LLC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q4 2021 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.00% | 0.02% | 0.03% | Q4 2021 | Q4 2022 | 5 |
WIN ADVISORS, INC | 5 | 5 | 0.01% | 1.41% | 6.82% | Q4 2021 | Q4 2022 | 5 |
55I, LLC | 4 | 1 | 0.01% | 0.01% | 0.04% | Q2 2021 | Q3 2022 | 5 |
Independent Advisor Alliance | 4 | 1 | 0.01% | 0.19% | 0.63% | Q4 2019 | Q3 2023 | 5 |
OSTERWEIS CAPITAL MANAGEMENT INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
TD Waterhouse Canada Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
Mariner, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
HF Advisory Group, LLC | 4 | 4 | 1.52% | 1.71% | 1.82% | Q4 2022 | Q3 2023 | 4 |
Index Fund Advisors, Inc. | 4 | 4 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q3 2022 | 4 |
Prosperity Financial Group, Inc. | 4 | 4 | 0.19% | 0.21% | 0.22% | Q4 2022 | Q3 2023 | 4 |
VitalStone Financial, LLC | 4 | 4 | 0.08% | 0.82% | 2.95% | Q4 2022 | Q3 2023 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
VSR Financial Services, Inc. | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q3 2014 | 4 |
Marcum Wealth, LLC | 4 | 4 | 0.08% | 0.22% | 0.28% | Q4 2019 | Q3 2020 | 4 |
BROWN ADVISORY INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 4 | 4 | 0.10% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Prestige Wealth Management Group LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q3 2019 | 4 |
Strategic Blueprint, LLC | 2 | 1 | 0.01% | 0.16% | 0.30% | Q2 2021 | Q3 2023 | 4 |
SIMPLEX TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2022 | 4 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2021 | 4 |
DUBUQUE BANK & TRUST CO | 4 | 4 | 0.10% | 0.19% | 0.26% | Q2 2015 | Q1 2016 | 4 |
LeJeune Puetz Investment Counsel LLC | 4 | 4 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q1 2023 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2020 | 4 |
Retirement Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Milestone Investment Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
MAS Advisors LLC | 4 | 4 | 0.20% | 0.24% | 0.27% | Q2 2022 | Q1 2023 | 4 |
Annapolis Financial Services, LLC | 3 | 1 | 0.03% | 0.56% | 1.10% | Q1 2022 | Q3 2023 | 4 |
MOSAIC FAMILY WEALTH PARTNERS, LLC | 4 | 4 | 0.09% | 0.09% | 0.11% | Q4 2022 | Q3 2023 | 4 |
LCNB CORP | 4 | 4 | 0.19% | 0.25% | 0.28% | Q4 2016 | Q3 2017 | 4 |
Blue Trust, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Sonoma Private Wealth LLC | 4 | 4 | 1.14% | 1.18% | 1.21% | Q4 2022 | Q3 2023 | 4 |
All Season Financial Advisors, Inc. | 4 | 4 | 0.66% | 0.73% | 0.81% | Q4 2022 | Q3 2023 | 4 |
Galvin, Gaustad & Stein, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
Garden State Investment Advisory Services LLC | 4 | 4 | 0.10% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Prosperity Wealth Management, Inc. | 4 | 4 | 0.28% | 0.34% | 0.47% | Q4 2022 | Q3 2023 | 4 |
Darwin Wealth Management, LLC | 4 | 4 | 1.47% | 1.53% | 1.59% | Q2 2019 | Q1 2020 | 4 |
VICUS CAPITAL | 4 | 4 | 0.06% | 0.06% | 0.07% | Q2 2014 | Q1 2015 | 4 |
COUNTRY TRUST BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q4 2023 | 4 |
New Republic Capital, LLC | 4 | 4 | 0.31% | 0.33% | 0.34% | Q4 2022 | Q3 2023 | 4 |
Gladstone Institutional Advisory LLC | 4 | 4 | 0.04% | 0.08% | 0.16% | Q1 2022 | Q4 2022 | 4 |
Vigilant Capital Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Avestar Capital, LLC | 4 | 4 | 0.06% | 0.10% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.67% | 0.79% | 0.86% | Q4 2022 | Q3 2023 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Arkadios Wealth Advisors | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Paul John Balson | 4 | 4 | 0.24% | 0.30% | 0.35% | Q1 2020 | Q4 2020 | 4 |
COMERICA SECURITIES,INC. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 4 |
Bartlett & Co. LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
Summit Investment Advisory Services, LLC | 4 | 4 | 0.23% | 0.28% | 0.38% | Q4 2022 | Q3 2023 | 4 |
LEVEL FOUR FINANCIAL, LLC | 4 | 4 | 0.63% | 0.93% | 1.03% | Q4 2020 | Q3 2021 | 4 |
Doyle Wealth Management | 2 | 1 | 0.02% | 0.02% | 0.03% | Q3 2018 | Q2 2019 | 3 |
Lido Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
First Horizon Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
New England Investment & Retirement Group, Inc. | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2021 | Q3 2021 | 3 |
BARCLAYS PLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 3 |
REGIONS FINANCIAL CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 3 |
Nalls Sherbakoff Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
EWA, LLC | 3 | 3 | 0.17% | 0.17% | 0.17% | Q1 2023 | Q3 2023 | 3 |
Invesco Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
TITLEIST CAPITAL, LLC | 3 | 3 | 0.06% | 0.92% | 1.36% | Q4 2021 | Q2 2022 | 3 |
Stearns Financial Services Group | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2020 | 3 |
Haverford Trust Co | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
EP Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.26% | 0.77% | Q1 2023 | Q3 2023 | 3 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.02% | 0.04% | Q3 2022 | Q3 2023 | 3 |
MARINO, STRAM & ASSOCIATES LLC | 2 | 1 | 0.06% | 0.06% | 0.07% | Q4 2021 | Q2 2023 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 3 |
Vestpro Financial Partners, Inc. dba CPF Texas | 3 | 3 | 0.13% | 0.13% | 0.13% | Q4 2017 | Q2 2018 | 3 |
DFPG INVESTMENTS, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
LaSalle St. Investment Advisors, LLC | 2 | 1 | 0.10% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 3 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 2 | 1 | 0.08% | 0.12% | 0.15% | Q2 2017 | Q3 2018 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Running Point Capital Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 3 |
BENJAMIN EDWARDS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Lloyd Advisory Services, LLC. | 2 | 1 | 0.02% | 0.02% | 0.04% | Q1 2021 | Q1 2022 | 3 |
Addison Advisors LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2022 | 3 |
Lansing Street Advisors | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2022 | Q3 2022 | 3 |
FIRST CITIZENS BANK & TRUST CO | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Integrated Wealth Concepts LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q2 2023 | 3 |
TRUST CO OF VIRGINIA /VA | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
NEIRG Wealth Management, LLC | 2 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q2 2023 | 3 |
Plante Moran Financial Advisors, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2014 | Q2 2015 | 3 |
ST GERMAIN D J CO INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
Waterford Advisors, LLC | 3 | 3 | 2.52% | 2.59% | 2.63% | Q1 2023 | Q3 2023 | 3 |
Destiny Wealth Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Altium Wealth Management LLC | 2 | 2 | 0.02% | 0.05% | 0.09% | Q1 2022 | Q2 2022 | 2 |
US FINANCIAL ADVISORS, LLC | 2 | 2 | 0.01% | 0.09% | 0.17% | Q4 2015 | Q1 2016 | 2 |
PANORAMIC INVESTMENT ADVISORS, LLC | 1 | 1 | 0.21% | 0.22% | 0.24% | Q4 2022 | Q3 2023 | 2 |
Prime Capital Investment Advisors, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
OXFORD FINANCIAL GROUP, LTD. LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
OneAscent Wealth Management LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q1 2022 | 2 |
SVB WEALTH LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
LAZARD ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
One Capital Management, LLC | 2 | 2 | 0.25% | 0.27% | 0.28% | Q2 2023 | Q3 2023 | 2 |
Clearstead Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
UNION SAVINGS BANK | 2 | 2 | 0.22% | 0.22% | 0.22% | Q2 2023 | Q3 2023 | 2 |
Advisory Alpha, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q1 2022 | 2 |
OPPENHEIMER & CO INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2014 | Q4 2014 | 2 |
Total Clarity Wealth Management, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Penserra Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
WASHINGTON TRUST BANK | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Buttonwood Financial Advisors Inc. | 2 | 2 | 0.73% | 0.84% | 0.96% | Q2 2023 | Q3 2023 | 2 |
EXENCIAL WEALTH ADVISORS, LLC | 2 | 2 | 0.72% | 0.74% | 0.76% | Q2 2023 | Q3 2023 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2013 | 2 |
NorthRock Partners, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2019 | Q1 2020 | 2 |
ORSER CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.18% | 0.22% | 0.26% | Q4 2021 | Q1 2022 | 2 |
NATIONAL BANK OF CANADA /FI/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q2 2021 | 2 |
Cornerstone Planning Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 2 |
ERTS Wealth Advisors, LLC | 2 | 2 | 0.03% | 0.05% | 0.06% | Q4 2018 | Q1 2019 | 2 |
Wharton Business Group, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q3 2013 | 2 |
LEUTHOLD GROUP, LLC | 2 | 2 | 0.02% | 0.14% | 0.26% | Q2 2013 | Q3 2013 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
FURE FINANCIAL CORP | 2 | 2 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q4 2020 | 2 |
CGN Advisors LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q3 2023 | Q4 2023 | 2 |
WEST CHESTER CAPITAL ADVISORS, INC | 2 | 2 | 1.21% | 1.22% | 1.23% | Q2 2013 | Q3 2013 | 2 |
Forum Financial Management, LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
RETIREMENT CAPITAL STRATEGIES | 2 | 2 | 0.92% | 0.92% | 0.93% | Q2 2023 | Q3 2023 | 2 |
Capital Bank & Trust Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
Slocum, Gordon & Co LLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Buttonwood Financial Group, LLC | 2 | 2 | 4.37% | 4.80% | 5.24% | Q3 2023 | Q4 2023 | 2 |
Beacon Harbor Wealth Advisors, Inc. | 2 | 2 | 2.78% | 2.79% | 2.80% | Q2 2023 | Q3 2023 | 2 |
Center for Financial Planning, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
GUIDANCE CAPITAL, INC | 2 | 2 | 0.15% | 0.16% | 0.16% | Q2 2023 | Q3 2023 | 2 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2015 | 2 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q1 2022 | 2 |
IBEX WEALTH ADVISORS | 2 | 2 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q4 2021 | 2 |
Laurel Wealth Advisors, Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q4 2020 | 2 |
LINCOLN NATIONAL CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q1 2022 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Oak Point Wealth Management | 2 | 2 | 0.44% | 0.45% | 0.46% | Q4 2017 | Q1 2018 | 2 |
PEAPACK GLADSTONE FINANCIAL CORP | 2 | 2 | 0.03% | 0.04% | 0.04% | Q3 2021 | Q4 2021 | 2 |
MILLENNIUM MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
HBK Sorce Advisory LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Merit Financial Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
AGF INVESTMENTS INC. | 2 | 2 | 0.06% | 0.07% | 0.08% | Q3 2017 | Q4 2017 | 2 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q1 2020 | 2 |
Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
PARSONS CAPITAL MANAGEMENT INC/RI | 1 | 1 | 0.02% | 0.02% | 0.03% | Q1 2015 | Q3 2023 | 2 |
Kovack Advisors, Inc. | 2 | 2 | 0.38% | 0.38% | 0.38% | Q3 2015 | Q4 2015 | 2 |
PITTENGER & ANDERSON INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 2 | 2 | 0.12% | 0.13% | 0.13% | Q1 2020 | Q2 2020 | 2 |
Advisor OS, LLC | 2 | 2 | 0.13% | 0.13% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Farther Finance Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
OneAscent Financial Services LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2019 | Q3 2020 | 2 |
WEALTHSOURCE PARTNERS, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
COLONY GROUP LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
EXCHANGE TRADED CONCEPTS, LLC | 2 | 2 | 0.23% | 1.11% | 1.98% | Q1 2022 | Q2 2022 | 2 |
BCGM Wealth Management, LLC | 2 | 2 | 0.18% | 0.28% | 0.38% | Q4 2020 | Q1 2021 | 2 |
Personal Capital Advisors Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2021 | 2 |
Advisor Resource Council | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q4 2021 | 2 |
Blue Sky Asset Management, LLC | 2 | 2 | 0.76% | 1.01% | 1.26% | Q4 2019 | Q1 2020 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Hemenway Trust Co LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Connectus Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Birchcreek Wealth Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
Laurel Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
FIRST TRUST ADVISORS LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
CONSOLIDATED CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2022 | Q2 2022 | 1 |
Aptus Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
CRA Financial Services, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q3 2021 | 1 |
Ethos Financial Group, LLC | 1 | 1 | 1.68% | 1.68% | 1.68% | Q3 2023 | Q3 2023 | 1 |
Enterprise Bank & Trust Co | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
RAYMOND JAMES TRUST N.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Bordeaux Wealth Advisors LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Global Financial Private Capital, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Koesten, Hirschmann & Crabtree, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2021 | Q1 2021 | 1 |
Peak Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Sovereign Investment Advisors, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
Betterment LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.77% | 0.77% | 0.77% | Q4 2014 | Q4 2014 | 1 |
Trexquant Investment LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2020 | Q1 2020 | 1 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2017 | Q3 2017 | 1 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2021 | Q3 2021 | 1 |
McNamara Financial Services, Inc. | 1 | 1 | 0.84% | 0.84% | 0.84% | Q1 2016 | Q1 2016 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.36% | 0.36% | 0.36% | Q1 2020 | Q1 2020 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Elite Wealth Management, Inc. | 1 | 1 | 1.60% | 1.60% | 1.60% | Q1 2015 | Q1 2015 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
UMB Bank, n.a. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
CONDOR CAPITAL MANAGEMENT | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
CABANA LLC | 1 | 1 | 5.48% | 5.48% | 5.48% | Q2 2023 | Q2 2023 | 1 |
MWA Asset Management | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
NWAM LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Semmax Financial Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
EisnerAmper Wealth Management Corporate Benefits, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2020 | Q4 2020 | 1 |
DecisionPoint Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
James Reed Financial Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
BOSTON PRIVATE BANK & TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Continuum Advisory, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q1 2020 | Q1 2020 | 1 |
Cassaday & Co Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 1 | 1 | 1.79% | 1.79% | 1.79% | Q4 2015 | Q4 2015 | 1 |
Freestone Capital Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
ForthRight Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Foundations Investment Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Hanlon Investment Management, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
WESBANCO BANK INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2019 | Q1 2019 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Systelligence, LLC | 1 | 1 | 3.54% | 3.54% | 3.54% | Q4 2023 | Q4 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Stuart Chaussee & Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Bogart Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
THRIVENT FINANCIAL FOR LUTHERANS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Ameritas Investment Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
RESOLUTE FINANCIAL, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2022 | Q2 2022 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Clarity Financial LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
MGO ONE SEVEN LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Principle Wealth Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Chicago Partners Investment Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Abacus Planning Group, Inc. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2019 | Q2 2019 | 1 |
Pinnacle Private Wealth, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
Modera Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
DRW Securities, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2013 | Q3 2013 | 1 |
Onyx Bridge Wealth Group LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Waverly Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2018 | Q2 2018 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
ARMSTRONG ADVISORY GROUP, INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Edge Capital Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Joseph Group Capital Management | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Crestwood Advisors Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Ruggie Capital Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
WHITTIER TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2022 | Q2 2022 | 1 |
Equita Financial Network, Inc. | 1 | 1 | 3.43% | 3.43% | 3.43% | Q3 2023 | Q3 2023 | 1 |
CXI Advisors | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Ruedi Wealth Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Neuberger Berman Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2017 | Q1 2017 | 1 |
Perigon Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
External links
This page lists all the filers that currently own VANGUARD WORLD FD or have owned VANGUARD WORLD FD in the past.