Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 16 | 8 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q3 2023 | 72 |
Freedom Investment Management, Inc. | 43 | 43 | 0.02% | 0.38% | 0.88% | Q1 2013 | Q3 2023 | 43 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.21% | 0.41% | 0.62% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
SignalPoint Asset Management, LLC | 42 | 42 | 0.54% | 1.30% | 2.77% | Q2 2013 | Q3 2023 | 42 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 42 | 42 | 0.00% | 1.06% | 1.47% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.24% | 0.71% | 1.26% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.01% | 0.10% | 0.22% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.05% | 0.22% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Creative Planning | 33 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
AMERIPRISE FINANCIAL INC | 33 | 8 | 0.00% | 0.03% | 0.15% | Q2 2013 | Q3 2023 | 41 |
LINCOLN NATIONAL CORP | 40 | 40 | 0.65% | 1.51% | 3.22% | Q4 2013 | Q3 2023 | 40 |
Bank of New York Mellon Corp | 29 | 11 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 40 |
Beacon Capital Management, Inc. | 40 | 40 | 0.03% | 7.21% | 33.72% | Q4 2013 | Q3 2023 | 40 |
OPPENHEIMER & CO INC | 39 | 39 | 0.01% | 0.02% | 0.04% | Q1 2014 | Q3 2023 | 39 |
Janney Montgomery Scott LLC | 39 | 39 | 0.01% | 0.10% | 0.19% | Q1 2014 | Q3 2023 | 39 |
M&T BANK CORP | 33 | 3 | 0.00% | 0.05% | 1.63% | Q3 2013 | Q3 2023 | 36 |
Cetera Advisor Networks LLC | 21 | 15 | 0.01% | 0.02% | 0.08% | Q3 2014 | Q3 2023 | 36 |
RAYMOND JAMES & ASSOCIATES | 36 | 36 | 0.00% | 0.02% | 0.07% | Q4 2014 | Q3 2023 | 36 |
GOULD ASSET MANAGEMENT LLC /CA/ | 21 | 15 | 0.07% | 0.98% | 2.89% | Q2 2013 | Q2 2022 | 36 |
US BANCORP \DE\ | 36 | 36 | 0.00% | 0.01% | 0.09% | Q4 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
STIFEL FINANCIAL CORP | 35 | 35 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 35 |
B. Riley Wealth Advisors, Inc. | 33 | 1 | 0.00% | 0.44% | 0.69% | Q4 2014 | Q3 2023 | 34 |
Private Advisor Group, LLC | 32 | 1 | 0.00% | 0.05% | 0.19% | Q3 2014 | Q3 2023 | 33 |
HUNTINGTON NATIONAL BANK | 21 | 1 | 0.00% | 0.00% | 0.01% | Q3 2011 | Q3 2023 | 33 |
Citadel Advisors | 9 | 1 | 0.00% | 0.00% | 0.04% | Q2 2015 | Q3 2023 | 33 |
Raymond James Financial Services Advisors, Inc. | 33 | 33 | 0.00% | 0.01% | 0.04% | Q3 2015 | Q3 2023 | 33 |
BANK OF HAWAII | 31 | 31 | 0.05% | 0.15% | 0.48% | Q1 2016 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q3 2023 | 31 |
HT Partners LLC | 31 | 31 | 0.29% | 2.78% | 3.94% | Q1 2016 | Q3 2023 | 31 |
Karpus Management, Inc. | 31 | 31 | 0.02% | 1.40% | 5.19% | Q1 2016 | Q3 2023 | 31 |
BlackRock Inc. | 29 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2023 | 30 |
Atria Investments, Inc | 16 | 14 | 0.02% | 0.18% | 0.40% | Q1 2016 | Q3 2023 | 30 |
First Heartland Consultants, Inc. | 29 | 1 | 0.01% | 0.36% | 0.64% | Q2 2013 | Q3 2023 | 30 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 24 | 1 | 0.00% | 0.25% | 0.40% | Q3 2014 | Q3 2023 | 30 |
ROCKLAND TRUST CO | 28 | 1 | 0.02% | 0.08% | 0.21% | Q2 2013 | Q2 2021 | 29 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 27 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 29 |
Advisory Services Network, LLC | 16 | 1 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q3 2023 | 28 |
First Allied Advisory Services, Inc. | 28 | 28 | 0.01% | 0.05% | 0.18% | Q4 2013 | Q3 2020 | 28 |
Global Retirement Partners, LLC | 28 | 28 | 0.02% | 0.04% | 0.16% | Q4 2016 | Q3 2023 | 28 |
Morningstar Investment Services LLC | 14 | 13 | 0.05% | 0.38% | 0.76% | Q2 2016 | Q3 2023 | 27 |
Transamerica Financial Advisors, Inc. | 11 | 6 | 0.00% | 0.03% | 0.27% | Q2 2013 | Q3 2023 | 27 |
Betterment LLC | 27 | 27 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 27 |
JANE STREET GROUP, LLC | 12 | 1 | 0.00% | 0.04% | 0.18% | Q1 2014 | Q3 2023 | 27 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.05% | 0.16% | 1.45% | Q1 2017 | Q3 2023 | 27 |
Wela Strategies, Inc. | 26 | 1 | 0.54% | 1.02% | 1.80% | Q1 2017 | Q4 2023 | 27 |
ASSETMARK, INC | 17 | 1 | 0.00% | 0.01% | 0.06% | Q3 2013 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.09% | 0.20% | Q2 2013 | Q4 2019 | 27 |
Sigma Planning Corp | 23 | 3 | 0.01% | 0.02% | 0.04% | Q1 2016 | Q3 2023 | 26 |
MUFG Americas Holdings Corp | 20 | 1 | 0.00% | 0.02% | 0.04% | Q3 2014 | Q3 2022 | 26 |
WESTWOOD HOLDINGS GROUP INC | 26 | 26 | 0.00% | 0.18% | 0.43% | Q2 2017 | Q3 2023 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.01% | 0.03% | 0.11% | Q2 2013 | Q3 2019 | 26 |
HighTower Advisors, LLC | 12 | 3 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 26 |
MASSMUTUAL TRUST CO FSB/ADV | 25 | 25 | 0.12% | 0.20% | 0.32% | Q4 2017 | Q4 2023 | 25 |
CHEMICAL BANK | 25 | 25 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q2 2019 | 25 |
OPTIMUM INVESTMENT ADVISORS | 25 | 25 | 0.05% | 0.09% | 0.15% | Q4 2017 | Q4 2023 | 25 |
Capital Investment Advisors, LLC | 25 | 25 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q4 2023 | 25 |
AE Wealth Management LLC | 22 | 1 | 0.02% | 0.06% | 0.10% | Q2 2017 | Q3 2023 | 24 |
QS Investors, LLC | 24 | 24 | 0.00% | 0.46% | 1.58% | Q2 2015 | Q1 2021 | 24 |
BLAIR WILLIAM & CO/IL | 19 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 24 |
Violich Capital Management, Inc. | 22 | 2 | 0.10% | 0.83% | 1.44% | Q2 2013 | Q4 2019 | 24 |
White Lighthouse Investment Management Inc. | 24 | 24 | 0.34% | 0.66% | 1.02% | Q4 2017 | Q3 2023 | 24 |
AlphaStar Capital Management, LLC | 24 | 24 | 0.20% | 0.29% | 0.45% | Q4 2017 | Q3 2023 | 24 |
Kovack Advisors, Inc. | 24 | 24 | 0.05% | 0.06% | 0.08% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 24 |
NYL Investors LLC | 23 | 23 | 0.86% | 3.99% | 7.36% | Q1 2018 | Q3 2023 | 23 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 15 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 23 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
NewEdge Advisors, LLC | 22 | 1 | 0.01% | 0.07% | 0.11% | Q2 2017 | Q3 2023 | 23 |
FDx Advisors, Inc. | 12 | 1 | 0.01% | 0.17% | 0.57% | Q3 2016 | Q3 2023 | 23 |
CreativeOne Wealth, LLC | 23 | 23 | 0.40% | 0.65% | 1.08% | Q1 2018 | Q3 2023 | 23 |
Brookstone Capital Management | 21 | 1 | 0.04% | 0.26% | 1.74% | Q3 2016 | Q3 2023 | 22 |
GOLDMAN SACHS GROUP INC | 4 | 1 | 0.00% | 0.00% | 0.02% | Q1 2012 | Q3 2023 | 22 |
PRUDENTIAL FINANCIAL INC | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
NWAM LLC | 16 | 1 | 0.03% | 0.17% | 0.30% | Q3 2017 | Q2 2023 | 22 |
CAPTRUST FINANCIAL ADVISORS | 18 | 2 | 0.00% | 0.02% | 0.08% | Q4 2016 | Q3 2023 | 22 |
Coastal Bridge Advisors, LLC | 13 | 9 | 0.04% | 0.08% | 0.15% | Q1 2016 | Q1 2022 | 22 |
MONETA GROUP INVESTMENT ADVISORS LLC | 19 | 3 | 0.00% | 0.02% | 0.06% | Q4 2017 | Q3 2023 | 22 |
BANK OF MONTREAL /CAN/ | 15 | 1 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q2 2023 | 22 |
Stadion Money Management, LLC | 22 | 22 | 0.15% | 0.61% | 0.93% | Q2 2013 | Q3 2018 | 22 |
Founders Capital Management | 13 | 9 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q4 2022 | 22 |
Financial Advocates Investment Management | 21 | 21 | 0.03% | 0.05% | 0.08% | Q4 2017 | Q4 2022 | 21 |
THRIVENT FINANCIAL FOR LUTHERANS | 19 | 2 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 21 |
CWM, LLC | 12 | 1 | 0.00% | 0.00% | 0.03% | Q1 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.26% | 0.51% | 0.65% | Q3 2018 | Q3 2023 | 21 |
FMR LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
NEXT Financial Group, Inc | 14 | 1 | 0.00% | 0.26% | 0.84% | Q3 2014 | Q4 2021 | 21 |
Koshinski Asset Management, Inc. | 12 | 3 | 0.04% | 0.06% | 0.12% | Q4 2017 | Q3 2023 | 21 |
Cetera Advisors LLC | 15 | 1 | 0.00% | 0.02% | 0.06% | Q3 2016 | Q3 2023 | 21 |
Twele Capital Management, Inc. | 20 | 20 | 0.32% | 1.05% | 1.94% | Q4 2013 | Q3 2018 | 20 |
Aspire Private Capital, LLC | 20 | 20 | 0.82% | 1.19% | 1.52% | Q4 2018 | Q3 2023 | 20 |
Resource Planning Group | 20 | 20 | 0.25% | 0.42% | 0.81% | Q4 2018 | Q3 2023 | 20 |
Financial Gravity Asset Management, Inc. | 12 | 3 | 0.00% | 0.54% | 1.40% | Q1 2018 | Q3 2023 | 20 |
Human Investing LLC | 20 | 20 | 0.13% | 1.29% | 2.80% | Q4 2018 | Q3 2023 | 20 |
Patriot Financial Group Insurance Agency, LLC | 14 | 6 | 0.00% | 0.02% | 0.03% | Q4 2016 | Q2 2022 | 20 |
Ackerman Capital Advisors, LLC | 17 | 1 | 0.01% | 0.63% | 1.69% | Q2 2017 | Q4 2022 | 20 |
REILLY FINANCIAL ADVISORS, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 20 |
Allworth Financial LP | 18 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 20 |
Integrated Wealth Concepts LLC | 20 | 20 | 0.01% | 0.02% | 0.09% | Q4 2018 | Q3 2023 | 20 |
Steward Partners Investment Advisory, LLC | 18 | 2 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 20 |
Bay Harbor Wealth Management, LLC | 20 | 20 | 2.51% | 3.17% | 3.94% | Q4 2018 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.01% | 0.02% | 0.06% | Q4 2018 | Q3 2023 | 20 |
Global Wealth Management Investment Advisory, Inc. | 20 | 20 | 0.24% | 0.37% | 0.50% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q3 2022 | 20 |
Strategic Investment Advisors / MI | 20 | 20 | 0.22% | 0.80% | 1.30% | Q4 2018 | Q3 2023 | 20 |
IFC Holdings Incorporated/FL | 19 | 19 | 1.39% | 2.13% | 2.89% | Q2 2013 | Q4 2017 | 19 |
Frontier Wealth Management LLC | 18 | 1 | 0.02% | 0.56% | 1.33% | Q4 2014 | Q3 2020 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Financial Advisors Network, Inc. | 13 | 1 | 0.27% | 1.37% | 2.44% | Q4 2016 | Q4 2021 | 19 |
SII INVESTMENTS INC/WI | 19 | 19 | 0.79% | 1.22% | 1.71% | Q2 2013 | Q4 2017 | 19 |
NATIONAL PLANNING CORP | 19 | 19 | 0.13% | 0.52% | 1.59% | Q2 2013 | Q4 2017 | 19 |
MILLENNIUM MANAGEMENT LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q1 2022 | 19 |
REGIONS FINANCIAL CORP | 14 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.03% | 0.05% | 0.08% | Q4 2017 | Q2 2022 | 19 |
B. Riley Wealth Management, Inc. | 8 | 4 | 0.00% | 0.03% | 0.09% | Q1 2014 | Q2 2022 | 18 |
Gradient Investments LLC | 16 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 18 |
Semmax Financial Advisors Inc. | 17 | 1 | 0.01% | 1.05% | 1.84% | Q4 2018 | Q3 2023 | 18 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 18 |
JPMORGAN CHASE & CO | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 17 |
Mutual Advisors, LLC | 15 | 1 | 0.03% | 0.16% | 0.51% | Q1 2019 | Q3 2023 | 17 |
Independence Bank of Kentucky | 17 | 17 | 0.02% | 0.07% | 0.25% | Q3 2019 | Q3 2023 | 17 |
Parallel Advisors, LLC | 16 | 1 | 0.00% | 0.04% | 0.18% | Q2 2017 | Q3 2023 | 17 |
Visionary Asset Management, Inc. | 17 | 17 | 0.17% | 2.64% | 9.12% | Q4 2014 | Q4 2018 | 17 |
Barry Investment Advisors, LLC | 10 | 1 | 0.00% | 6.21% | 12.67% | Q4 2014 | Q2 2022 | 17 |
STATE STREET CORP | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2018 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Cardan Capital Partners, LLC | 12 | 4 | 0.08% | 0.78% | 1.31% | Q4 2015 | Q3 2021 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.11% | 0.41% | 0.67% | Q4 2019 | Q3 2023 | 16 |
Baird Financial Group, Inc. | 16 | 16 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2021 | 16 |
AVANTAX ADVISORY SERVICES, INC. | 14 | 2 | 0.01% | 0.04% | 0.07% | Q4 2018 | Q3 2023 | 16 |
S. R. Schill & Associates | 16 | 16 | 1.95% | 3.60% | 6.02% | Q4 2014 | Q3 2018 | 16 |
AdvisorNet Financial, Inc | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 16 |
INVESTMENT CENTERS OF AMERICA INC | 11 | 2 | 0.40% | 0.77% | 1.06% | Q2 2013 | Q3 2017 | 16 |
Stratos Wealth Partners, LTD. | 5 | 1 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2023 | 16 |
Marcum Wealth, LLC | 16 | 16 | 0.08% | 0.23% | 0.52% | Q4 2019 | Q3 2023 | 16 |
Stonebridge Capital Advisors LLC | 11 | 5 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 16 |
Soltis Investment Advisors LLC | 16 | 16 | 0.03% | 0.10% | 0.53% | Q4 2019 | Q3 2023 | 16 |
Thomasville National Bank | 10 | 5 | 0.29% | 0.93% | 1.75% | Q1 2014 | Q1 2018 | 15 |
Axiom Financial Strategies, LLC | 15 | 15 | 0.60% | 1.95% | 4.69% | Q1 2020 | Q3 2023 | 15 |
Johnson Financial Group, Inc. | 8 | 7 | 0.02% | 0.09% | 0.40% | Q4 2013 | Q3 2017 | 15 |
Cetera Investment Advisers | 15 | 15 | 0.04% | 0.09% | 0.19% | Q1 2020 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.01% | 0.03% | 0.12% | Q2 2013 | Q4 2016 | 15 |
SigFig Wealth Management, LLC | 15 | 15 | 0.06% | 0.25% | 0.34% | Q1 2020 | Q3 2023 | 15 |
BLB&B Advisors, LLC | 12 | 3 | 0.06% | 0.09% | 0.14% | Q4 2013 | Q3 2023 | 15 |
DUBUQUE BANK & TRUST CO | 12 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2018 | 15 |
PrairieView Partners, LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
CENTAURUS FINANCIAL, INC. | 10 | 1 | 0.01% | 0.12% | 0.38% | Q2 2018 | Q1 2023 | 15 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 3 | 0.06% | 0.12% | 0.27% | Q4 2018 | Q3 2023 | 15 |
Foundations Investment Advisors, LLC | 15 | 15 | 0.01% | 0.44% | 6.08% | Q1 2020 | Q3 2023 | 15 |
JNBA Financial Advisors | 15 | 15 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2022 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.16% | 0.25% | 0.38% | Q1 2020 | Q3 2023 | 15 |
Larson Financial Group LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.17% | 0.36% | 0.56% | Q2 2016 | Q4 2019 | 15 |
PFS INVESTMENTS INC. | 15 | 15 | 0.02% | 0.28% | 0.51% | Q4 2017 | Q2 2021 | 15 |
Rockefeller Capital Management L.P. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2023 | 15 |
HARBOR INVESTMENT ADVISORY, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Tower Research Capital LLC (TRC) | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
LifePlan Financial Group, Inc | 11 | 4 | 0.01% | 0.81% | 4.11% | Q3 2014 | Q3 2020 | 15 |
Simplicity Solutions, LLC | 11 | 1 | 0.02% | 0.05% | 0.08% | Q2 2017 | Q2 2023 | 15 |
Aptus Capital Advisors, LLC | 10 | 4 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 14 |
Sound Income Strategies, LLC | 11 | 3 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2022 | 14 |
Pensionmark Financial Group, LLC | 9 | 5 | 0.05% | 0.09% | 0.14% | Q4 2019 | Q2 2023 | 14 |
KWMG, LLC | 14 | 14 | 0.30% | 1.22% | 1.78% | Q4 2015 | Q1 2019 | 14 |
Retirement Group, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 14 |
HL FINANCIAL SERVICES LLC | 9 | 5 | 0.01% | 0.04% | 0.20% | Q2 2013 | Q4 2016 | 14 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.02% | 0.11% | 0.34% | Q4 2019 | Q3 2023 | 14 |
Global Financial Private Capital, Inc | 14 | 14 | 0.49% | 0.61% | 0.89% | Q1 2017 | Q2 2020 | 14 |
Vectors Research Management, LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2022 | 14 |
PACIFIC FINANCIAL GROUP INC | 11 | 3 | 0.13% | 0.47% | 1.52% | Q4 2019 | Q3 2023 | 14 |
Snowden Capital Advisors LLC | 7 | 1 | 0.00% | 0.02% | 0.07% | Q1 2018 | Q2 2023 | 13 |
WEDBUSH SECURITIES INC | 12 | 1 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q2 2023 | 13 |
Bell Rock Capital LLC | 13 | 13 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q4 2019 | 13 |
Renaissance Technologies | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 13 |
CIBC WORLD MARKET INC. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 13 |
Wiser Wealth Management, Inc | 13 | 13 | 1.08% | 1.93% | 4.88% | Q4 2020 | Q4 2023 | 13 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2019 | 13 |
Addison Capital Co | 13 | 13 | 0.19% | 0.29% | 0.61% | Q3 2020 | Q3 2023 | 13 |
Darwin Wealth Management, LLC | 13 | 13 | 0.10% | 0.53% | 1.39% | Q3 2020 | Q3 2023 | 13 |
OLD MISSION CAPITAL LLC | 7 | 1 | 0.02% | 0.21% | 1.00% | Q2 2019 | Q2 2023 | 13 |
Ausdal Financial Partners, Inc. | 12 | 1 | 0.03% | 0.06% | 0.09% | Q4 2015 | Q1 2022 | 13 |
First Bank & Trust | 13 | 13 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q2 2022 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Pflug Koory, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2019 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Virtu KCG Holdings LLC | 10 | 1 | 0.01% | 0.08% | 0.33% | Q3 2013 | Q1 2017 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.02% | 0.07% | 0.12% | Q3 2020 | Q3 2023 | 13 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 13 | 13 | 0.88% | 1.27% | 1.69% | Q4 2014 | Q4 2017 | 13 |
Hanlon Investment Management, Inc. | 13 | 13 | 0.49% | 0.63% | 0.89% | Q3 2020 | Q3 2023 | 13 |
Veery Capital, LLC | 12 | 12 | 0.32% | 0.59% | 0.72% | Q4 2020 | Q3 2023 | 12 |
Center For Asset Management LLC | 12 | 12 | 0.31% | 1.17% | 2.62% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 12 |
Bank of Marin | 12 | 12 | 0.20% | 0.63% | 0.82% | Q4 2020 | Q3 2023 | 12 |
TOMPKINS FINANCIAL CORP | 10 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2023 | 12 |
Commonwealth Equity Services, Inc | 11 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2017 | 12 |
SYNOVUS FINANCIAL CORP | 5 | 2 | 0.00% | 0.00% | 0.03% | Q1 2017 | Q3 2023 | 12 |
Fortis Advisors, LLC | 10 | 2 | 0.03% | 0.08% | 0.14% | Q4 2019 | Q3 2023 | 12 |
Joseph P. Lucia & Associates, LLC | 6 | 2 | 0.01% | 0.06% | 0.13% | Q1 2019 | Q2 2022 | 12 |
Valeo Financial Advisors, LLC | 8 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2021 | 12 |
Live Your Vision, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2019 | 12 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 12 | 12 | 0.66% | 0.94% | 1.25% | Q4 2020 | Q3 2023 | 12 |
PARK AVENUE SECURITIES LLC | 11 | 1 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 12 |
Southland Equity Partners LLC | 12 | 12 | 0.11% | 0.25% | 0.46% | Q4 2020 | Q3 2023 | 12 |
Sowell Financial Services LLC | 7 | 5 | 0.00% | 0.07% | 0.27% | Q1 2018 | Q1 2021 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.07% | 0.17% | 0.32% | Q4 2018 | Q3 2021 | 12 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Voya Financial Advisors, Inc. | 6 | 2 | 0.01% | 0.03% | 0.05% | Q2 2017 | Q1 2021 | 12 |
Safir Wealth Advisors, LLC | 12 | 12 | 5.07% | 5.53% | 6.01% | Q4 2020 | Q3 2023 | 12 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Intrua Financial, LLC | 12 | 12 | 0.13% | 0.46% | 1.23% | Q2 2020 | Q1 2023 | 12 |
Bedel Financial Consulting, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2021 | 12 |
Prudent Man Advisors, LLC | 12 | 12 | 0.40% | 0.52% | 0.72% | Q4 2020 | Q3 2023 | 12 |
GeoWealth Management, LLC | 9 | 1 | 0.00% | 0.11% | 0.98% | Q3 2019 | Q3 2023 | 12 |
WESBANCO BANK INC | 7 | 5 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q1 2022 | 12 |
Shelter Mutual Insurance Co | 11 | 11 | 0.69% | 0.91% | 1.10% | Q1 2021 | Q3 2023 | 11 |
BOSTON FAMILY OFFICE LLC | 11 | 11 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
PRIVATE TRUST CO NA | 6 | 5 | 0.00% | 0.02% | 0.05% | Q3 2013 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Insight Folios Inc | 11 | 11 | 0.10% | 0.49% | 1.69% | Q4 2019 | Q2 2022 | 11 |
TrueWealth Advisors, LLC | 11 | 11 | 0.13% | 0.22% | 0.35% | Q1 2021 | Q3 2023 | 11 |
Coastline Trust Co | 6 | 2 | 0.06% | 0.39% | 0.92% | Q1 2015 | Q4 2021 | 11 |
DEUTSCHE BANK AG\ | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2022 | 11 |
IFG Advisory, LLC | 11 | 11 | 0.08% | 0.15% | 0.21% | Q3 2018 | Q1 2021 | 11 |
First Horizon Advisors, Inc. | 11 | 11 | 0.00% | 0.07% | 0.09% | Q1 2021 | Q3 2023 | 11 |
Capital Asset Advisory Services LLC | 11 | 11 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q2 2022 | 11 |
Archer Investment Corp | 11 | 11 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q3 2023 | 11 |
OneDigital Investment Advisors LLC | 10 | 1 | 0.00% | 0.02% | 0.05% | Q2 2019 | Q3 2023 | 11 |
TCI Wealth Advisors, Inc. | 6 | 1 | 0.00% | 0.06% | 0.09% | Q1 2015 | Q4 2021 | 11 |
Carroll Financial Associates, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2020 | 10 |
BerganKDV Wealth Management, LLC | 10 | 10 | 0.00% | 0.15% | 0.45% | Q1 2021 | Q2 2023 | 10 |
Ameritas Investment Company, LLC | 9 | 1 | 0.01% | 0.29% | 1.10% | Q1 2019 | Q3 2021 | 10 |
Regal Investment Advisors LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2015 | 10 |
Newbridge Financial Services Group, Inc. | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Legacy Private Trust Co. | 10 | 10 | 0.05% | 0.65% | 1.37% | Q4 2013 | Q1 2016 | 10 |
FIFTH THIRD SECURITIES, INC. | 8 | 1 | 0.11% | 1.22% | 2.93% | Q1 2016 | Q2 2019 | 10 |
3D/L Capital Management, LLC | 10 | 10 | 0.09% | 0.15% | 0.20% | Q1 2021 | Q2 2023 | 10 |
CLEAR STREET MARKETS LLC | 2 | 1 | 0.00% | 0.47% | 1.50% | Q3 2014 | Q2 2022 | 10 |
MONEYWISE, INC. | 9 | 1 | 0.21% | 1.03% | 2.97% | Q3 2016 | Q1 2019 | 10 |
Elevated Capital Advisors, LLC | 5 | 1 | 0.46% | 1.51% | 3.16% | Q1 2019 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.02% | 0.05% | Q1 2021 | Q3 2023 | 10 |
ALPS ADVISORS INC | 10 | 10 | 0.03% | 0.06% | 0.10% | Q3 2020 | Q4 2022 | 10 |
Ameritas Investment Partners, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2021 | 10 |
MEEDER ASSET MANAGEMENT INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2022 | 10 |
Cutler Group LLC / CA | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 10 |
Qube Research & Technologies Ltd | 5 | 1 | 0.00% | 0.05% | 0.25% | Q4 2019 | Q3 2023 | 10 |
BLUESTEM FINANCIAL ADVISORS, LLC | 10 | 10 | 0.13% | 0.18% | 0.24% | Q4 2019 | Q1 2022 | 10 |
Accel Wealth Management | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2020 | 10 |
Sage Advisory Services, Ltd.Co. | 7 | 3 | 0.03% | 0.37% | 0.91% | Q3 2017 | Q2 2020 | 10 |
Capital Analysts, LLC | 10 | 10 | 0.00% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Strategic Wealth Investment Group, LLC | 8 | 1 | 0.08% | 1.35% | 6.32% | Q4 2019 | Q1 2023 | 9 |
Dakota Wealth Management | 8 | 1 | 0.06% | 0.16% | 0.22% | Q4 2019 | Q3 2022 | 9 |
Stearns Financial Services Group | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2020 | 9 |
Outlook Wealth Advisors, LLC | 9 | 9 | 0.10% | 0.37% | 0.76% | Q1 2020 | Q1 2022 | 9 |
Jacobi Capital Management LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2021 | 9 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 7 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2021 | 9 |
AEGON USA Investment Management, LLC | 9 | 9 | 0.28% | 0.79% | 2.73% | Q2 2013 | Q2 2015 | 9 |
AVIANCE CAPITAL MANAGEMENT, LLC | 9 | 9 | 0.03% | 0.08% | 0.26% | Q1 2016 | Q1 2018 | 9 |
FLAGSTAR ADVISORS INC | 9 | 9 | 0.22% | 0.38% | 0.75% | Q3 2021 | Q3 2023 | 9 |
Focused Wealth Management, Inc | 6 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2022 | 9 |
Verition Fund Management LLC | 8 | 1 | 0.01% | 0.21% | 0.50% | Q2 2019 | Q4 2021 | 9 |
SEI INVESTMENTS CO | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2018 | 9 |
WRAPMANAGER INC | 9 | 9 | 0.18% | 0.32% | 0.45% | Q4 2015 | Q4 2017 | 9 |
Integrated Wealth Management | 9 | 9 | 0.00% | 0.07% | 0.18% | Q1 2015 | Q1 2017 | 9 |
GREENUP STREET WEALTH MANAGEMENT LLC | 8 | 8 | 0.49% | 1.04% | 2.12% | Q4 2021 | Q3 2023 | 8 |
Ascent Group, LLC | 8 | 8 | 0.20% | 0.22% | 0.24% | Q4 2021 | Q3 2023 | 8 |
SIGNATUREFD, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 8 |
Avior Wealth Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Financial Engines Advisors L.L.C. | 8 | 8 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
IHT Wealth Management, LLC | 6 | 2 | 0.01% | 0.02% | 0.10% | Q4 2016 | Q3 2023 | 8 |
Pinnacle Bancorp, Inc. | 5 | 3 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.17% | 0.33% | 0.47% | Q4 2021 | Q3 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Security Financial Services, INC. | 8 | 8 | 0.13% | 0.16% | 0.29% | Q4 2021 | Q3 2023 | 8 |
BB&T SECURITIES, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2019 | 8 |
Guardian Wealth Management, Inc. | 8 | 8 | 0.13% | 0.15% | 0.23% | Q4 2021 | Q3 2023 | 8 |
Level Financial Advisors | 8 | 8 | 0.08% | 0.11% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Red Tortoise LLC | 4 | 4 | 0.00% | 0.35% | 0.99% | Q3 2021 | Q3 2023 | 8 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.14% | 0.67% | Q2 2015 | Q3 2022 | 8 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q4 2022 | 8 |
OPPENHEIMER ASSET MANAGEMENT INC. | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2020 | 8 |
Alaska Wealth Advisors | 3 | 2 | 0.04% | 0.10% | 0.15% | Q4 2017 | Q1 2020 | 8 |
VANGUARD GROUP INC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 8 |
Evolution Advisers, Inc. | 8 | 8 | 4.37% | 4.80% | 5.44% | Q4 2021 | Q3 2023 | 8 |
MARIPAU WEALTH MANAGEMENT LLC | 8 | 8 | 0.55% | 0.67% | 0.74% | Q4 2021 | Q3 2023 | 8 |
Bison Wealth, LLC | 7 | 1 | 0.00% | 0.56% | 0.88% | Q1 2015 | Q3 2020 | 8 |
Summit Wealth Group, LLC | 5 | 1 | 0.22% | 2.14% | 3.73% | Q4 2019 | Q2 2023 | 8 |
BOENNING & SCATTERGOOD, INC. | 7 | 1 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q4 2022 | 8 |
Sovereign Financial Group, Inc. | 8 | 8 | 0.75% | 1.00% | 1.19% | Q4 2021 | Q3 2023 | 8 |
Walker Asset Management, LLC | 8 | 8 | 0.18% | 0.21% | 0.24% | Q1 2022 | Q4 2023 | 8 |
Baldrige Asset Management LLC | 8 | 8 | 0.00% | 0.02% | 0.02% | Q2 2021 | Q1 2023 | 8 |
TI-TRUST, INC | 8 | 8 | 0.34% | 0.43% | 0.58% | Q4 2021 | Q3 2023 | 8 |
Realta Investment Advisors | 4 | 2 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q3 2023 | 8 |
55I, LLC | 4 | 3 | 0.02% | 0.09% | 0.27% | Q1 2020 | Q4 2021 | 7 |
Secure Asset Management, LLC | 5 | 2 | 0.33% | 0.76% | 1.22% | Q4 2019 | Q3 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q4 2021 | 7 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 4 | 3 | 0.30% | 0.54% | 0.78% | Q2 2020 | Q1 2022 | 7 |
Capital Advisors Wealth Management, LLC | 4 | 3 | 0.08% | 0.55% | 1.22% | Q1 2021 | Q3 2023 | 7 |
Hanson & Doremus Investment Management | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 7 |
TCF National Bank | 7 | 7 | 0.03% | 0.04% | 0.05% | Q3 2019 | Q1 2021 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.22% | 0.32% | 0.42% | Q1 2022 | Q3 2023 | 7 |
RFG Advisory, LLC | 6 | 1 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 7 |
McIlrath & Eck, LLC | 4 | 1 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.01% | 0.03% | 0.07% | Q4 2020 | Q2 2022 | 7 |
Gilbert & Cook, Inc. | 7 | 7 | 0.04% | 0.06% | 0.10% | Q4 2020 | Q2 2022 | 7 |
Cribstone Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2019 | 7 |
Key FInancial Inc | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.08% | 0.10% | 0.15% | Q1 2022 | Q3 2023 | 7 |
Kingsview Wealth Management, LLC | 7 | 7 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q2 2021 | 7 |
PFG Advisors | 6 | 1 | 0.03% | 0.06% | 0.08% | Q3 2020 | Q3 2022 | 7 |
BCM ADVISORS, LLC | 7 | 7 | 0.08% | 0.71% | 0.98% | Q1 2022 | Q3 2023 | 7 |
BBVA USA Bancshares, Inc. | 6 | 1 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q1 2021 | 7 |
Wealthfront Advisers LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Truvestments Capital LLC | 6 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
US FINANCIAL ADVISORS, LLC | 5 | 2 | 0.01% | 0.24% | 0.45% | Q2 2015 | Q1 2021 | 7 |
20/20 Capital Management, Inc. | 7 | 7 | 0.11% | 0.29% | 0.42% | Q4 2019 | Q2 2021 | 7 |
Asset Allocation & Management Company, LLC | 7 | 7 | 0.15% | 0.21% | 0.28% | Q4 2019 | Q2 2021 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2014 | 7 |
BOSTON ADVISORS LLC | 7 | 7 | 0.01% | 0.03% | 0.04% | Q1 2018 | Q3 2019 | 7 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 7 | 7 | 0.18% | 0.24% | 0.28% | Q4 2017 | Q2 2019 | 7 |
Clear Perspective Advisors, LLC | 7 | 7 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q2 2018 | 7 |
Horizons Wealth Management | 7 | 7 | 1.72% | 2.32% | 3.17% | Q2 2022 | Q4 2023 | 7 |
ICA Group Wealth Management, LLC | 7 | 7 | 0.01% | 0.08% | 0.11% | Q1 2022 | Q3 2023 | 7 |
MONEY CONCEPTS CAPITAL CORP | 5 | 2 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q4 2022 | 7 |
WealthShield Partners, LLC | 4 | 3 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 7 |
CNB Bank | 7 | 7 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q4 2022 | 7 |
Vista Private Wealth Partners. LLC | 6 | 1 | 0.40% | 0.41% | 0.44% | Q4 2020 | Q3 2022 | 7 |
PRINCIPAL FINANCIAL GROUP INC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Royal Fund Management, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2020 | 7 |
MANAGED ACCOUNT ADVISORS LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2015 | 6 |
InterOcean Capital Group, LLC | 6 | 6 | 0.03% | 0.18% | 0.24% | Q2 2022 | Q3 2023 | 6 |
Saba Capital Management, L.P. | 2 | 2 | 0.04% | 0.17% | 0.27% | Q3 2013 | Q2 2015 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
MOSELEY INVESTMENT MANAGEMENT INC | 6 | 6 | 0.20% | 0.45% | 0.82% | Q4 2019 | Q1 2021 | 6 |
Cambria Investment Management, L.P. | 6 | 6 | 1.08% | 1.99% | 2.64% | Q3 2019 | Q4 2020 | 6 |
Cadence Bank | 6 | 6 | 0.12% | 0.47% | 0.72% | Q4 2019 | Q1 2021 | 6 |
Alexandria Capital, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2016 | 6 |
LBA Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2017 | 6 |
Maryland Capital Management | 5 | 1 | 0.03% | 0.12% | 0.19% | Q1 2015 | Q3 2020 | 6 |
Jackson Hole Capital Partners, LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 6 |
Coombe, Bender & Co LLC | 6 | 6 | 0.94% | 1.02% | 1.16% | Q2 2022 | Q3 2023 | 6 |
Tranquilli Financial Advisor LLC | 5 | 1 | 0.43% | 1.27% | 2.49% | Q4 2020 | Q2 2023 | 6 |
Placemark Investments, Inc. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q4 2014 | 6 |
EVERGREEN CAPITAL MANAGEMENT LLC | 6 | 6 | 0.46% | 0.92% | 1.61% | Q4 2016 | Q1 2018 | 6 |
WOLVERINE TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2021 | 6 |
Versant Capital Management, Inc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
FIRST FINANCIAL CORP /IN/ | 4 | 1 | 0.00% | 0.02% | 0.06% | Q2 2016 | Q1 2022 | 6 |
Strategic Wealth Partners, Ltd. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
Strategic Blueprint, LLC | 5 | 1 | 0.02% | 0.04% | 0.07% | Q2 2021 | Q1 2023 | 6 |
JAMES INVESTMENT RESEARCH INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2014 | 6 |
Bluefin Trading, LLC | 2 | 1 | 0.01% | 0.22% | 0.43% | Q3 2013 | Q2 2017 | 6 |
Anson Capital, Inc. | 6 | 6 | 0.27% | 0.36% | 0.53% | Q4 2021 | Q1 2023 | 6 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.03% | 0.10% | Q4 2014 | Q4 2021 | 6 |
Integrated Advisors Network LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Beaird Harris Wealth Management, LLC | 6 | 6 | 0.01% | 0.03% | 0.10% | Q4 2021 | Q1 2023 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 5 | 1 | 0.01% | 0.05% | 0.07% | Q1 2020 | Q1 2023 | 6 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.00% | 0.09% | 0.22% | Q1 2015 | Q1 2016 | 5 |
D. SCOTT NEAL, INC. | 5 | 5 | 0.00% | 1.00% | 2.20% | Q3 2016 | Q3 2017 | 5 |
WMG Financial Advisors, LLC | 5 | 5 | 0.27% | 0.41% | 0.50% | Q2 2022 | Q2 2023 | 5 |
H&H Retirement Design & Management INC | 5 | 5 | 1.75% | 1.96% | 2.12% | Q4 2021 | Q4 2022 | 5 |
WBI INVESTMENTS, LLC | 3 | 1 | 0.16% | 1.34% | 3.31% | Q4 2013 | Q2 2016 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.01% | 0.15% | 0.33% | Q3 2021 | Q3 2022 | 5 |
CMC Financial Group | 5 | 5 | 0.57% | 8.63% | 27.63% | Q4 2018 | Q4 2019 | 5 |
CABANA LLC | 3 | 1 | 0.98% | 8.10% | 11.45% | Q2 2020 | Q2 2023 | 5 |
D.A. DAVIDSON & CO. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 5 |
PROTECTIVE LIFE CORP | 5 | 5 | 2.49% | 2.82% | 2.96% | Q2 2022 | Q2 2023 | 5 |
True Link Financial Advisors, LLC | 5 | 5 | 0.17% | 0.84% | 1.94% | Q4 2020 | Q4 2021 | 5 |
Berger Financial Group, Inc | 5 | 5 | 0.03% | 0.07% | 0.09% | Q4 2020 | Q4 2021 | 5 |
Neumann Capital Management, LLC | 5 | 5 | 0.11% | 0.12% | 0.13% | Q3 2022 | Q3 2023 | 5 |
Clarus Wealth Advisors | 5 | 5 | 0.07% | 0.10% | 0.18% | Q2 2018 | Q2 2019 | 5 |
Hayden Royal, LLC | 5 | 5 | 0.21% | 0.24% | 0.31% | Q3 2019 | Q3 2020 | 5 |
Selective Wealth Management, Inc. | 4 | 1 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q3 2022 | 5 |
WEBSTERROGERS FINANCIAL ADVISORS, LLC | 5 | 5 | 0.74% | 2.14% | 3.09% | Q3 2022 | Q3 2023 | 5 |
Arkadios Wealth Advisors | 4 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 5 |
Portfolio Strategies Inc | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2017 | 5 |
SILVER OAK SECURITIES, INCORPORATED | 3 | 2 | 0.09% | 0.14% | 0.24% | Q1 2022 | Q2 2023 | 5 |
Peachtree Investment Partners, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q4 2020 | 5 |
Independent Portfolio Consultants, Inc. | 5 | 5 | 0.18% | 0.29% | 0.42% | Q1 2014 | Q1 2015 | 5 |
TD Capital Management LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 5 |
Signify Wealth | 5 | 5 | 1.95% | 3.97% | 5.30% | Q3 2022 | Q3 2023 | 5 |
Golden State Wealth Management, LLC | 3 | 2 | 0.04% | 0.22% | 0.34% | Q1 2019 | Q2 2020 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.30% | 0.36% | 0.39% | Q4 2021 | Q4 2022 | 5 |
Blue Trust, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
City State Bank | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
ETRADE Capital Management LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2017 | 5 |
Truadvice, LLC | 4 | 1 | 0.09% | 0.16% | 0.27% | Q3 2020 | Q1 2023 | 5 |
COUNTRY TRUST BANK | 5 | 5 | 0.00% | 0.42% | 0.55% | Q4 2022 | Q4 2023 | 5 |
Valmark Advisers, Inc. | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Mariner, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Stratos Wealth Advisors, LLC | 5 | 5 | 0.07% | 0.10% | 0.12% | Q4 2020 | Q4 2021 | 5 |
VALLEY NATIONAL ADVISERS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
United Asset Strategies, Inc. | 5 | 5 | 0.07% | 0.21% | 0.52% | Q3 2016 | Q3 2017 | 5 |
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 4 | 4 | 0.11% | 0.20% | 0.28% | Q3 2020 | Q2 2021 | 4 |
Cypress Point Wealth Management, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
SCOTIA CAPITAL INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Aveo Capital Partners, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Prostatis Group LLC | 4 | 4 | 0.93% | 1.35% | 2.23% | Q3 2022 | Q2 2023 | 4 |
BARCLAYS PLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2021 | 4 |
Parker Financial LLC | 4 | 4 | 3.17% | 3.29% | 3.38% | Q4 2022 | Q3 2023 | 4 |
RGT Wealth Advisors, LLC | 4 | 4 | 0.01% | 0.03% | 0.11% | Q4 2021 | Q3 2022 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
EXCHANGE TRADED CONCEPTS, LLC | 2 | 1 | 0.84% | 2.77% | 4.96% | Q3 2021 | Q4 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.03% | Q4 2022 | Q3 2023 | 4 |
CITIZENS FINANCIAL GROUP INC/RI | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 4 |
First Command Advisory Services, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BDO Wealth Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2019 | 4 |
Surevest, LLC | 4 | 4 | 0.02% | 0.29% | 0.45% | Q4 2021 | Q3 2022 | 4 |
BESSEMER GROUP INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q1 2016 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
CONNING INC. | 4 | 4 | 0.16% | 0.35% | 0.53% | Q4 2022 | Q3 2023 | 4 |
Platt Investment Counsel, LLC | 4 | 4 | 0.19% | 0.20% | 0.22% | Q4 2020 | Q3 2021 | 4 |
Certified Advisory Corp | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 4 |
CULLEN/FROST BANKERS, INC. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 4 |
COLUMBIA ADVISORY PARTNERS LLC | 4 | 4 | 0.48% | 0.61% | 0.72% | Q3 2022 | Q2 2023 | 4 |
SUTTON PLACE INVESTORS LLC | 4 | 4 | 0.34% | 0.60% | 0.77% | Q4 2022 | Q3 2023 | 4 |
CGN Advisors LLC | 4 | 4 | 0.08% | 0.10% | 0.15% | Q4 2020 | Q3 2021 | 4 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4 | 4 | 0.41% | 0.43% | 0.44% | Q4 2022 | Q3 2023 | 4 |
GREAT VALLEY ADVISOR GROUP, INC. | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 4 |
Virtu Financial LLC | 4 | 4 | 0.01% | 0.06% | 0.14% | Q3 2017 | Q2 2018 | 4 |
B. Riley Financial, Inc. | 4 | 4 | 0.08% | 0.09% | 0.09% | Q3 2017 | Q2 2018 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Clean Yield Group | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 4 |
BlackRock Institutional Trust Company, N.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 4 |
Archford Capital Strategies, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q1 2018 | 4 |
Estate Counselors, LLC | 2 | 1 | 0.00% | 0.71% | 1.41% | Q4 2016 | Q3 2022 | 4 |
Ameritas Advisory Services, LLC | 2 | 2 | 0.01% | 0.30% | 1.16% | Q4 2021 | Q1 2023 | 4 |
SHELTON CAPITAL MANAGEMENT | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q2 2016 | 4 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 4 | 4 | 0.05% | 0.07% | 0.09% | Q3 2021 | Q2 2022 | 4 |
Ten Capital Wealth Advisors, LLC | 4 | 4 | 0.69% | 1.45% | 2.32% | Q3 2020 | Q2 2021 | 4 |
Continuum Advisory, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q2 2023 | 4 |
Narwhal Capital Management | 4 | 4 | 0.06% | 0.08% | 0.10% | Q4 2020 | Q3 2021 | 4 |
NorthRock Partners, LLC | 4 | 4 | 0.04% | 0.44% | 1.30% | Q3 2019 | Q2 2020 | 4 |
DRW Securities, LLC | 4 | 4 | 0.04% | 0.13% | 0.27% | Q3 2013 | Q2 2014 | 4 |
KING LUTHER CAPITAL MANAGEMENT CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Wealthcare Advisory Partners LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.02% | 0.04% | 0.06% | Q3 2020 | Q4 2021 | 4 |
FormulaFolio Investments, LLC | 4 | 4 | 0.04% | 0.07% | 0.11% | Q3 2020 | Q2 2021 | 4 |
WEBSTER BANK, N. A. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
Carolina Wealth Advisors, LLC | 4 | 4 | 12.02% | 12.60% | 12.91% | Q4 2022 | Q3 2023 | 4 |
Sargent Bickham Lagudis LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Vantage Investment Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2018 | 4 |
Mosaic Family Wealth, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2016 | 4 |
TD Ameritrade Trust Co | 3 | 3 | 1.54% | 1.69% | 1.87% | Q1 2015 | Q3 2015 | 3 |
BROWN BROTHERS HARRIMAN & CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 3 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 3 | 3 | 0.10% | 0.10% | 0.11% | Q2 2021 | Q4 2021 | 3 |
KEYBANK NATIONAL ASSOCIATION/OH | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2017 | 3 |
MV CAPITAL MANAGEMENT, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2020 | 3 |
Lion Street Advisors, LLC | 1 | 1 | 0.75% | 0.98% | 1.18% | Q1 2020 | Q2 2021 | 3 |
Register Financial Advisors LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
SIMPLEX TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
Canton Hathaway, LLC | 3 | 3 | 0.09% | 0.11% | 0.14% | Q3 2020 | Q1 2021 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.14% | 0.21% | 0.30% | Q4 2022 | Q3 2023 | 3 |
TBH Global Asset Management, LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Carmichael Hill & Associates, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
McAdam, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Meridian Wealth Management, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q2 2022 | 3 |
Northstar Advisory Group, LLC | 1 | 1 | 0.12% | 0.15% | 0.21% | Q4 2020 | Q4 2021 | 3 |
HCR Wealth Advisors | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2020 | 3 |
Sutton Wealth Advisors Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Clear Creek Financial Management, LLC | 1 | 1 | 0.36% | 0.38% | 0.40% | Q2 2020 | Q2 2021 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 1.10% | 1.17% | 1.26% | Q4 2017 | Q4 2018 | 3 |
Kernodle & Katon Asset Management Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2016 | 3 |
Graves Light Lenhart Wealth, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
SEGALL BRYANT & HAMILL, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 3 |
MONTAG & CALDWELL, LLC | 3 | 3 | 0.06% | 0.08% | 0.12% | Q1 2023 | Q3 2023 | 3 |
HOHIMER WEALTH MANAGEMENT, LLC | 3 | 3 | 0.20% | 0.29% | 0.34% | Q1 2023 | Q3 2023 | 3 |
WFG Advisors, LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
STATE OF WISCONSIN INVESTMENT BOARD | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Pacifica Partners Inc. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q4 2020 | 3 |
BB&T INVESTMENT SERVICES, INC. | 3 | 3 | 0.06% | 0.10% | 0.12% | Q2 2017 | Q4 2017 | 3 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Galvin, Gaustad & Stein, LLC | 3 | 3 | 0.08% | 0.10% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Core Wealth Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q1 2023 | 3 |
ARROW FINANCIAL CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2022 | 3 |
Midwest Professional Planners, LTD. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Prospera Financial Services Inc | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2022 | 3 |
Csenge Advisory Group | 1 | 1 | 0.02% | 0.04% | 0.05% | Q2 2020 | Q1 2022 | 3 |
GAMBLE JONES INVESTMENT COUNSEL | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q4 2019 | 3 |
Freestone Capital Holdings, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2021 | 3 |
Cavalier Investments, LLC | 3 | 3 | 0.33% | 0.35% | 0.37% | Q4 2015 | Q2 2016 | 3 |
SPROTT INC. | 3 | 3 | 0.05% | 0.06% | 0.07% | Q3 2017 | Q1 2018 | 3 |
CIBC WORLD MARKETS CORP | 3 | 3 | 0.15% | 0.20% | 0.30% | Q1 2023 | Q3 2023 | 3 |
Capital Directions Investment Advisors, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2022 | 3 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Penserra Capital Management LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q1 2020 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.02% | 0.03% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Evergreen Wealth Management, LLC | 3 | 3 | 1.65% | 1.81% | 2.00% | Q1 2023 | Q3 2023 | 3 |
Provident Wealth Management, LLC | 3 | 3 | 2.81% | 3.41% | 3.98% | Q2 2020 | Q4 2020 | 3 |
WESPAC Advisors SoCal, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q1 2019 | 3 |
Invesco Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
HM PAYSON & CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
MONTAG A & ASSOCIATES INC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2021 | 3 |
COMERICA SECURITIES,INC. | 2 | 1 | 0.01% | 0.03% | 0.07% | Q4 2019 | Q4 2022 | 3 |
Belpointe Asset Management LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2023 | 3 |
ATTICUS WEALTH MANAGEMENT, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q4 2014 | Q2 2015 | 3 |
Second Half Financial Partners, LLC | 2 | 1 | 2.09% | 2.79% | 3.97% | Q4 2022 | Q3 2023 | 3 |
Lighthouse Financial Advisors, Inc. | 3 | 3 | 0.08% | 0.10% | 0.12% | Q2 2020 | Q4 2020 | 3 |
Stordahl Capital Management, Inc. | 3 | 3 | 0.20% | 0.22% | 0.23% | Q1 2023 | Q3 2023 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 3 |
MOTCO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Main Street Financial Solutions, LLC | 3 | 3 | 0.03% | 0.11% | 0.24% | Q4 2020 | Q2 2021 | 3 |
Lee Financial Group Hawaii, Inc. | 3 | 3 | 0.85% | 2.56% | 3.45% | Q2 2020 | Q4 2020 | 3 |
Accurate Wealth Management, LLC | 2 | 1 | 0.03% | 0.12% | 0.18% | Q3 2021 | Q4 2022 | 3 |
SeaCrest Wealth Management, LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q2 2022 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 3 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q1 2020 | 2 |
Concert Wealth Management Inc. | 1 | 1 | 0.00% | 0.03% | 0.06% | Q2 2014 | Q3 2016 | 2 |
CarsonAllaria Wealth Management, Ltd. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Headlands Technologies LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 2 |
Column Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Delta Investment Management, LLC | 2 | 2 | 0.38% | 0.40% | 0.43% | Q3 2020 | Q4 2020 | 2 |
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | 2 | 2 | 0.16% | 0.35% | 0.54% | Q4 2021 | Q1 2022 | 2 |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 2 | 2 | 0.10% | 0.10% | 0.11% | Q1 2023 | Q2 2023 | 2 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 2 |
Foresight Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q1 2019 | 2 |
TRUST CO OF VERMONT | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
MERCER GLOBAL ADVISORS INC /ADV | 1 | 1 | 0.00% | 0.37% | 0.74% | Q1 2019 | Q3 2023 | 2 |
Rosenberg Matthew Hamilton | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Vickerman Investment Advisors, Inc. | 2 | 2 | 0.84% | 1.04% | 1.25% | Q3 2021 | Q4 2021 | 2 |
BBVA USA | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
JFS WEALTH ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Morningstar Investment Management LLC | 2 | 2 | 4.75% | 5.53% | 6.30% | Q4 2018 | Q1 2019 | 2 |
Beacon Pointe Advisors, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q1 2022 | 2 |
Covington Capital Management | 1 | 1 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2021 | 2 |
StoneX Group Inc. | 2 | 2 | 0.10% | 0.29% | 0.47% | Q2 2017 | Q3 2017 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q3 2013 | Q4 2013 | 2 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
Greystone Financial Group, LLC | 2 | 2 | 3.98% | 4.47% | 4.95% | Q1 2023 | Q2 2023 | 2 |
ESL Trust Services, LLC | 2 | 2 | 0.95% | 1.06% | 1.16% | Q4 2019 | Q1 2020 | 2 |
WASHINGTON TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2017 | 2 |
ETF Portfolio Partners, Inc. | 2 | 2 | 8.61% | 8.69% | 8.78% | Q2 2023 | Q3 2023 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.07% | 0.10% | 0.14% | Q4 2021 | Q3 2022 | 2 |
PFW Advisors LLC | 2 | 2 | 2.24% | 2.25% | 2.26% | Q2 2023 | Q3 2023 | 2 |
Sunbelt Securities, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Western Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Delos Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Trek Financial, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q4 2020 | 2 |
Garden State Investment Advisory Services LLC | 2 | 2 | 0.32% | 0.34% | 0.36% | Q2 2023 | Q3 2023 | 2 |
Leeward Financial Partners, LLC | 2 | 2 | 1.43% | 1.68% | 1.92% | Q2 2023 | Q3 2023 | 2 |
Sandy Spring Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Econ Financial Services Corp | 2 | 2 | 0.21% | 0.23% | 0.26% | Q3 2022 | Q4 2022 | 2 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 2 |
Trivant Custom Portfolio Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2020 | Q4 2020 | 2 |
Forum Financial Management, LP | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q4 2022 | 2 |
SWMG, LLC | 2 | 2 | 0.15% | 0.17% | 0.18% | Q4 2020 | Q1 2021 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.04% | 0.06% | 0.09% | Q2 2016 | Q3 2016 | 2 |
Eukles Asset Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Independent Advisor Alliance | 1 | 1 | 0.08% | 0.08% | 0.09% | Q1 2017 | Q4 2019 | 2 |
COMERICA BANK | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 2 |
Hackensack Meridian Health, Inc. | 2 | 2 | 0.09% | 0.33% | 0.58% | Q2 2022 | Q3 2022 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Keudell/Morrison Wealth Management | 2 | 2 | 2.71% | 2.78% | 2.84% | Q2 2023 | Q3 2023 | 2 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 2 | 2 | 0.41% | 0.42% | 0.44% | Q2 2016 | Q3 2016 | 2 |
AJ WEALTH STRATEGIES, LLC | 2 | 2 | 0.29% | 0.31% | 0.34% | Q3 2019 | Q4 2019 | 2 |
Virtue Capital Management, LLC | 2 | 2 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q1 2018 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Horan Securities, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 2 |
Your Advocates Ltd., LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 2 |
Arcadia Wealth Management, LLC | 2 | 2 | 1.43% | 1.45% | 1.48% | Q2 2023 | Q3 2023 | 2 |
Baystate Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Homrich & Berg | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
Madrona Financial Services, LLC | 2 | 2 | 0.24% | 0.54% | 0.84% | Q2 2023 | Q3 2023 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 2 |
HBW ADVISORY SERVICES LLC | 1 | 1 | 0.05% | 0.06% | 0.06% | Q3 2021 | Q3 2023 | 2 |
1834 INVESTMENT ADVISORS CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2020 | 2 |
GHP Investment Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Keystone Financial Group | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Stuart Chaussee & Associates, Inc. | 2 | 2 | 17.75% | 20.23% | 22.70% | Q1 2017 | Q2 2017 | 2 |
OXFORD ASSET MANAGEMENT LLP | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q1 2018 | 2 |
Moloney Securities Asset Management, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q2 2023 | 2 |
MinichMacGregor Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
FISCHER INVESTMENT STRATEGIES, LLC | 2 | 2 | 10.58% | 10.72% | 10.87% | Q2 2023 | Q3 2023 | 2 |
Winslow, Evans & Crocker, Inc. | 2 | 2 | 0.00% | 0.37% | 0.74% | Q3 2014 | Q4 2014 | 2 |
Genus Capital Management Inc. | 2 | 2 | 0.45% | 0.73% | 1.02% | Q2 2023 | Q3 2023 | 2 |
FLC Capital Advisors | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q3 2021 | 2 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.00% | 0.08% | 0.15% | Q2 2013 | Q4 2021 | 2 |
PITCAIRN CO | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
NewSquare Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Fingerlakes Wealth Management, Inc. | 2 | 2 | 0.38% | 0.38% | 0.38% | Q4 2021 | Q1 2022 | 2 |
Rehmann Capital Advisory Group | 1 | 1 | 0.00% | 0.04% | 0.09% | Q1 2019 | Q3 2019 | 2 |
HERITAGE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Paloma Partners Management Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Friedenthal Financial | 2 | 2 | 3.13% | 3.21% | 3.30% | Q3 2019 | Q4 2019 | 2 |
Prime Capital Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2018 | 2 |
COMMUNITY BANK SYSTEM, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2014 | 2 |
TD Waterhouse Canada Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Arete Wealth Advisors, LLC | 1 | 1 | 0.14% | 0.36% | 0.58% | Q1 2014 | Q4 2022 | 2 |
EATON VANCE MANAGEMENT | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
F3Logic, LLC | 2 | 2 | 0.17% | 0.17% | 0.17% | Q1 2018 | Q2 2018 | 2 |
Cerity Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q1 2023 | 2 |
NVWM, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2022 | 2 |
Community Bank, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2020 | 2 |
BENJAMIN EDWARDS INC | 1 | 1 | 0.00% | 0.06% | 0.11% | Q2 2022 | Q3 2023 | 2 |
J.P. Turner & Co Capital Mnagement, LLC | 1 | 1 | 0.22% | 0.42% | 0.62% | Q1 2015 | Q3 2015 | 2 |
Regency Capital Management Inc.\DE | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Patten Group, Inc. | 1 | 1 | 0.00% | 0.16% | 0.31% | Q4 2018 | Q3 2023 | 2 |
HAZLETT, BURT & WATSON, INC. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 1 | 1 | 0.17% | 0.58% | 0.99% | Q4 2021 | Q2 2023 | 2 |
Bouvel Investment Partners, LLC | 2 | 2 | 0.88% | 1.10% | 1.32% | Q2 2023 | Q3 2023 | 2 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
LifeSteps Financial, Inc. | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2022 | Q3 2022 | 1 |
Cranbrook Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Redwood Investment Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2020 | Q4 2020 | 1 |
EVOKE WEALTH, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Long Run Wealth Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
Peninsula Wealth, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2020 | Q3 2020 | 1 |
Pinnacle Wealth Management, LLC | 1 | 1 | 4.45% | 4.45% | 4.45% | Q3 2022 | Q3 2022 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2013 | Q1 2013 | 1 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Carlsbad Wealth Advisory Group, Inc. | 1 | 1 | 2.94% | 2.94% | 2.94% | Q2 2023 | Q2 2023 | 1 |
NATIONAL BANK OF CANADA /FI/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Prestige Wealth Management Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Land & Buildings Investment Management | 1 | 1 | 0.96% | 0.96% | 0.96% | Q1 2023 | Q1 2023 | 1 |
Syntegra Private Wealth Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Accuvest Global Advisors | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2013 | Q3 2013 | 1 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Spectrum Management Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q1 2016 | 1 |
Tradition Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Brickley Wealth Management | 1 | 1 | 5.43% | 5.43% | 5.43% | Q4 2017 | Q4 2017 | 1 |
STEPH & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Advocacy Wealth Management Services, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Avestar Capital, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2018 | Q1 2018 | 1 |
Freedman Financial Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
FourThought Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
WHITTIER TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Bruderman Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Kistler-Tiffany Companies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
KCM INVESTMENT ADVISORS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Coco Enterprises, LLC | 1 | 1 | 8.07% | 8.07% | 8.07% | Q4 2020 | Q4 2020 | 1 |
RE Dickinson Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
DEARBORN PARTNERS LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Wagner Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
VALLEY WEALTH MANAGERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
PSI Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
SVB WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
New England Investment & Retirement Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Montecito Bank & Trust | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q4 2016 | 1 |
BRINKER CAPITAL INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
Icon Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
BOKF, NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Tarbox Family Office, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Kavar Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
DOWLING & YAHNKE LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
AllSquare Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Well Done, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
AMG National Trust Bank | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
SevenBridge Financial Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
AlphaMark Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
L.M. KOHN & COMPANY | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
HILLTOP WEALTH ADVISORS, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2023 | Q3 2023 | 1 |
Glass Jacobson Investment Advisors llc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
HOEY INVESTMENTS, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
ACG Wealth | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Leelyn Smith, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Oakworth Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
TOWNSQUARE CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
ORG Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Financial Advantage, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Paragon Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
CITY HOLDING CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q2 2023 | 1 |
Winch Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2013 | Q2 2013 | 1 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Laurel Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Stratos Investment Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
SMI Advisory Services, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.83% | 0.83% | 0.83% | Q3 2016 | Q3 2016 | 1 |
Williams Financial, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2021 | Q3 2021 | 1 |
SRS Capital Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Windsor Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Element Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
High Net Worth Advisory Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Old North State Trust, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Vestmark Advisory Solutions, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
ATLAS CAPITAL ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Koss-Olinger Consulting, LLC | 1 | 1 | 6.36% | 6.36% | 6.36% | Q3 2023 | Q3 2023 | 1 |
Moss Adams Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Insight Wealth Strategies, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q3 2019 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
GSB Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Ranch Capital Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Trilogy Capital Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.84% | 0.84% | 0.84% | Q1 2019 | Q1 2019 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
PANORAMIC INVESTMENT ADVISORS, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
TimeScale Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Activest Wealth Management | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Bleakley Financial Group, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Klaas Financial Asset Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Rotella Capital Management, Inc. | 1 | 1 | 0.89% | 0.89% | 0.89% | Q4 2013 | Q4 2013 | 1 |
WNY Asset Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
Parkside Financial Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Sheaff Brock Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Kore Private Wealth LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2020 | Q4 2020 | 1 |
Hoover Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Pacific Center for Financial Services | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Global Trust Asset Management, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q1 2020 | Q1 2020 | 1 |
North Star Investment Management Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Rice Partnership, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Legacy Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.67% | 0.67% | 0.67% | Q3 2023 | Q3 2023 | 1 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Centered Wealth LLC dba Miller Equity Capital Advisors | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2019 | Q4 2019 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Concord Wealth Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Permit Capital Advisors, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q1 2022 | Q1 2022 | 1 |
SBB Research Group LLC | 1 | 1 | 1.34% | 1.34% | 1.34% | Q1 2023 | Q1 2023 | 1 |
Americana Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Argentus Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Edmond de Rothschild (Europe) | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2016 | Q3 2016 | 1 |
Marks Wealth, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 1 | 1 | 0.76% | 0.76% | 0.76% | Q1 2017 | Q1 2017 | 1 |
Crabel Capital Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
Fiduciary Planning LLC | 1 | 1 | 1.00% | 1.00% | 1.00% | Q4 2019 | Q4 2019 | 1 |
Capital Wealth Planning, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Perigon Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
SageView Advisory Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Verity Asset Management, Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2015 | Q1 2015 | 1 |
Concorde Asset Management, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2020 | Q1 2020 | 1 |
Clear Perspectives Financial Planning, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
NBT BANK N A /NY | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Granby Capital Management, LLC | 1 | 1 | 6.30% | 6.30% | 6.30% | Q4 2020 | Q4 2020 | 1 |
Onyx Bridge Wealth Group LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2021 | Q1 2021 | 1 |
OneAscent Financial Services LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2023 | Q1 2023 | 1 |
Tempus Wealth Planning, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2022 | Q3 2022 | 1 |
WASHINGTON TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Peak Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
Shamrock Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Faithward Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
MEITAV INVESTMENT HOUSE LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Checchi Capital Advisers, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Treynor Bancshares, Inc. | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2023 | Q3 2023 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 1 | 1 | 0.62% | 0.62% | 0.62% | Q3 2016 | Q3 2016 | 1 |
Gladstone Institutional Advisory LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
LANDAAS & CO /WI /ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Capital Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
JT Stratford LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
DOLIVER ADVISORS, LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2019 | Q4 2019 | 1 |
Moors & Cabot, Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2017 | Q1 2017 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Castleview Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SouthState Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Bogart Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Sterling Financial Group, Inc. | 1 | 1 | 5.77% | 5.77% | 5.77% | Q3 2023 | Q3 2023 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Apeiron RIA LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
ARMSTRONG ADVISORY GROUP, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
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This page lists all the filers that currently own VANGUARD BD INDEX FDS or have owned VANGUARD BD INDEX FDS in the past.