Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 25 | 1 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q3 2023 | 85 |
Cutler Group LLC / CA | 13 | 2 | 0.00% | 0.00% | 0.15% | Q4 2015 | Q3 2023 | 48 |
GOLDMAN SACHS GROUP INC | 42 | 3 | 0.00% | 0.02% | 0.04% | Q2 2012 | Q3 2023 | 45 |
Tortoise Investment Management, LLC | 44 | 44 | 0.02% | 0.07% | 0.22% | Q4 2012 | Q3 2023 | 44 |
HUNTINGTON NATIONAL BANK | 43 | 43 | 0.00% | 0.03% | 0.19% | Q1 2013 | Q3 2023 | 43 |
Creative Planning | 42 | 42 | 0.00% | 0.05% | 0.24% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.05% | 0.20% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.11% | 0.33% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.04% | 0.19% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 42 | 42 | 0.25% | 0.42% | 0.58% | Q2 2013 | Q3 2023 | 42 |
VISTA CAPITAL PARTNERS, INC. | 42 | 42 | 0.12% | 0.34% | 3.00% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
ASSETMARK, INC | 41 | 41 | 0.05% | 0.24% | 0.95% | Q3 2013 | Q3 2023 | 41 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 41 | 41 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 41 |
MUFG Americas Holdings Corp | 35 | 6 | 0.00% | 0.01% | 0.02% | Q3 2011 | Q3 2022 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 41 |
AMERIPRISE FINANCIAL INC | 34 | 7 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 41 |
Truepoint, Inc. | 40 | 40 | 0.01% | 0.27% | 1.41% | Q2 2013 | Q1 2023 | 40 |
Evanson Asset Management, LLC | 40 | 40 | 0.03% | 0.11% | 0.27% | Q4 2013 | Q3 2023 | 40 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 24 | 16 | 0.00% | 0.30% | 1.64% | Q2 2013 | Q3 2023 | 40 |
LINCOLN NATIONAL CORP | 40 | 40 | 0.16% | 0.42% | 0.63% | Q4 2013 | Q3 2023 | 40 |
Private Ocean, LLC | 40 | 40 | 0.01% | 0.03% | 0.08% | Q4 2013 | Q3 2023 | 40 |
BLAIR WILLIAM & CO/IL | 40 | 40 | 0.00% | 0.03% | 0.08% | Q4 2013 | Q3 2023 | 40 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 39 |
WASHINGTON TRUST BANK | 39 | 39 | 0.05% | 0.08% | 0.12% | Q1 2014 | Q3 2023 | 39 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 22 | 16 | 0.05% | 0.15% | 0.25% | Q1 2014 | Q3 2023 | 38 |
Private Advisor Group, LLC | 37 | 37 | 0.00% | 0.03% | 0.10% | Q3 2014 | Q3 2023 | 38 |
Ancora Advisors LLC | 38 | 38 | 0.00% | 0.11% | 0.26% | Q2 2014 | Q3 2023 | 38 |
Cambridge Investment Research Advisors, Inc. | 27 | 2 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 38 |
North Star Investment Management Corp. | 21 | 17 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 38 |
PNC FINANCIAL SERVICES GROUP, INC. | 37 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 38 |
JMG Financial Group, Ltd. | 37 | 37 | 0.36% | 1.02% | 2.78% | Q3 2014 | Q3 2023 | 37 |
Personal Capital Advisors Corp | 37 | 37 | 1.70% | 2.14% | 2.46% | Q4 2013 | Q4 2022 | 37 |
CAHILL FINANCIAL ADVISORS INC | 37 | 37 | 0.23% | 0.70% | 0.96% | Q3 2014 | Q3 2023 | 37 |
Bank of New York Mellon Corp | 37 | 37 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
Advisory Services Network, LLC | 27 | 1 | 0.01% | 0.03% | 0.08% | Q4 2013 | Q3 2023 | 36 |
RAYMOND JAMES & ASSOCIATES | 33 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2023 | 36 |
CHOREO, LLC | 35 | 35 | 0.01% | 0.56% | 2.50% | Q1 2014 | Q3 2022 | 35 |
Efficient Advisors, LLC | 35 | 35 | 0.02% | 0.14% | 0.30% | Q1 2015 | Q3 2023 | 35 |
Transamerica Financial Advisors, Inc. | 35 | 35 | 0.22% | 0.44% | 0.99% | Q1 2015 | Q3 2023 | 35 |
Stelac Advisory Services LLC | 34 | 34 | 0.22% | 0.86% | 2.03% | Q2 2015 | Q3 2023 | 34 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 27 | 1 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q3 2023 | 34 |
COMMERCE BANK | 34 | 34 | 0.01% | 0.04% | 0.10% | Q2 2015 | Q3 2023 | 34 |
COUNTRY TRUST BANK | 33 | 1 | 0.00% | 0.20% | 0.34% | Q2 2015 | Q4 2023 | 34 |
Charles Schwab Investment Advisory, Inc. | 34 | 34 | 0.40% | 1.00% | 1.80% | Q2 2015 | Q3 2023 | 34 |
Alexandria Capital, LLC | 34 | 34 | 0.11% | 1.50% | 3.76% | Q2 2013 | Q3 2021 | 34 |
Cetera Advisor Networks LLC | 21 | 13 | 0.00% | 0.02% | 0.05% | Q1 2015 | Q3 2023 | 34 |
JPMORGAN CHASE & CO | 22 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 33 |
M&T BANK CORP | 27 | 1 | 0.00% | 0.29% | 1.37% | Q3 2013 | Q3 2023 | 33 |
Regal Investment Advisors LLC | 33 | 33 | 0.05% | 0.15% | 0.68% | Q3 2015 | Q3 2023 | 33 |
Perella Weinberg Partners Capital Management LP | 19 | 14 | 0.20% | 1.50% | 5.45% | Q2 2015 | Q3 2023 | 33 |
BRIGHTON JONES LLC | 26 | 1 | 0.04% | 0.14% | 0.46% | Q4 2013 | Q3 2023 | 33 |
D. E. Shaw & Co., Inc. | 33 | 33 | 0.00% | 0.07% | 0.17% | Q2 2014 | Q2 2022 | 33 |
Veritable, L.P. | 28 | 4 | 0.00% | 0.01% | 0.03% | Q1 2013 | Q1 2022 | 32 |
GFS Advisors, LLC | 27 | 1 | 0.00% | 0.10% | 0.14% | Q2 2013 | Q4 2022 | 32 |
Raymond James Financial Services Advisors, Inc. | 32 | 32 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q3 2023 | 32 |
First PREMIER Bank | 32 | 32 | 0.01% | 0.34% | 0.71% | Q4 2015 | Q3 2023 | 32 |
ALLIANCEBERNSTEIN L.P. | 30 | 1 | 0.00% | 0.03% | 0.09% | Q1 2014 | Q3 2023 | 32 |
Edmonds Duncan Registered Investment Advisors, LLC | 32 | 32 | 0.30% | 0.48% | 0.76% | Q4 2015 | Q3 2023 | 32 |
FIRST CITIZENS BANK & TRUST CO | 31 | 31 | 0.02% | 0.11% | 0.27% | Q1 2016 | Q3 2023 | 31 |
Ballentine Partners, LLC | 31 | 31 | 0.01% | 0.65% | 1.34% | Q1 2016 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2023 | 31 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 31 | 31 | 0.02% | 0.25% | 0.42% | Q1 2016 | Q3 2023 | 31 |
ASPIRIANT, LLC | 31 | 31 | 0.05% | 1.54% | 4.24% | Q1 2016 | Q3 2023 | 31 |
Avior Wealth Management, LLC | 25 | 6 | 0.00% | 0.11% | 0.19% | Q4 2015 | Q3 2023 | 31 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.03% | 0.08% | 0.14% | Q2 2013 | Q3 2020 | 30 |
HOWE & RUSLING INC | 29 | 1 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 30 |
HANCOCK WHITNEY CORP | 25 | 1 | 0.02% | 0.07% | 0.15% | Q1 2015 | Q1 2023 | 30 |
WATERS PARKERSON & CO., LLC | 30 | 30 | 0.02% | 0.06% | 0.07% | Q4 2014 | Q1 2022 | 30 |
Johnson Financial Group, Inc. | 30 | 30 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 30 |
SOL Capital Management CO | 29 | 29 | 0.11% | 0.33% | 0.54% | Q3 2016 | Q3 2023 | 29 |
Gibson Capital, LLC | 28 | 1 | 0.06% | 0.52% | 3.30% | Q3 2014 | Q3 2023 | 29 |
CUTLER INVESTMENT COUNSEL LLC | 29 | 29 | 0.32% | 1.13% | 2.57% | Q3 2016 | Q3 2023 | 29 |
Windham Capital Management, LLC | 21 | 2 | 0.06% | 3.15% | 6.33% | Q2 2013 | Q3 2023 | 29 |
Cordasco Financial Network | 29 | 29 | 0.01% | 0.08% | 0.41% | Q2 2015 | Q2 2022 | 29 |
Global Retirement Partners, LLC | 28 | 28 | 0.00% | 0.01% | 0.08% | Q4 2016 | Q3 2023 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
CITIGROUP INC | 21 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 28 |
MISSION WEALTH MANAGEMENT, LP | 28 | 28 | 0.09% | 0.56% | 1.38% | Q4 2016 | Q3 2023 | 28 |
Betterment LLC | 28 | 28 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 28 |
Millburn Ridgefield Corp | 28 | 28 | 0.00% | 0.02% | 0.10% | Q4 2016 | Q3 2023 | 28 |
Gradient Investments LLC | 26 | 1 | 0.00% | 0.01% | 0.12% | Q1 2015 | Q3 2023 | 28 |
Geneos Wealth Management Inc. | 26 | 2 | 0.00% | 0.03% | 0.07% | Q1 2016 | Q3 2023 | 28 |
BAILARD, INC. | 27 | 1 | 0.02% | 0.03% | 0.03% | Q3 2016 | Q3 2023 | 28 |
VANGUARD GROUP INC | 13 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.04% | 0.09% | Q4 2016 | Q3 2023 | 28 |
HighTower Advisors, LLC | 14 | 3 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 28 |
TWIN CAPITAL MANAGEMENT INC | 19 | 9 | 0.02% | 0.21% | 0.47% | Q2 2013 | Q3 2020 | 28 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 17 | 2 | 0.00% | 0.36% | 0.70% | Q2 2014 | Q3 2023 | 27 |
FAGAN ASSOCIATES, INC. | 22 | 2 | 0.04% | 0.88% | 1.61% | Q1 2014 | Q1 2022 | 27 |
Valmark Advisers, Inc. | 27 | 27 | 0.14% | 2.23% | 2.91% | Q1 2017 | Q3 2023 | 27 |
Stratford Consulting, LLC | 16 | 11 | 0.72% | 1.87% | 2.34% | Q2 2013 | Q1 2020 | 27 |
Citadel Advisors | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 27 |
Anchor Investment Management, LLC | 27 | 27 | 0.00% | 0.08% | 0.16% | Q2 2017 | Q4 2023 | 27 |
SIGNATUREFD, LLC | 15 | 1 | 0.00% | 0.04% | 0.52% | Q4 2014 | Q3 2023 | 27 |
Heritage Trust Co | 27 | 27 | 0.11% | 0.59% | 1.57% | Q1 2017 | Q3 2023 | 27 |
Kohmann Bosshard Financial Services, LLC | 25 | 2 | 0.75% | 1.50% | 2.36% | Q4 2016 | Q3 2023 | 27 |
Coastline Trust Co | 26 | 1 | 0.04% | 0.16% | 0.29% | Q4 2014 | Q1 2022 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.03% | 0.10% | Q2 2013 | Q4 2019 | 27 |
Allworth Financial LP | 27 | 27 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 27 |
CAPTRUST FINANCIAL ADVISORS | 24 | 1 | 0.00% | 0.03% | 0.12% | Q1 2016 | Q1 2023 | 27 |
BlackRock Inc. | 25 | 1 | 0.00% | 0.01% | 0.06% | Q4 2015 | Q2 2023 | 27 |
Capital Advisors, Ltd. LLC | 13 | 13 | 0.00% | 0.04% | 0.11% | Q1 2016 | Q3 2022 | 26 |
Stratos Wealth Partners, LTD. | 17 | 1 | 0.01% | 0.01% | 0.03% | Q2 2015 | Q4 2022 | 26 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
QCI ASSET MANAGEMENT INC/NY | 26 | 26 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2020 | 26 |
ALESCO ADVISORS LLC | 10 | 6 | 0.01% | 0.46% | 1.27% | Q4 2016 | Q3 2023 | 26 |
Cornerstone Advisory, LLC | 26 | 26 | 0.07% | 0.37% | 0.96% | Q2 2017 | Q3 2023 | 26 |
MONETA GROUP INVESTMENT ADVISORS LLC | 26 | 26 | 0.12% | 1.71% | 2.96% | Q2 2017 | Q3 2023 | 26 |
JANE STREET GROUP, LLC | 6 | 1 | 0.00% | 0.04% | 0.20% | Q3 2014 | Q3 2023 | 26 |
Vigilant Capital Management, LLC | 22 | 1 | 0.00% | 1.29% | 2.73% | Q2 2013 | Q2 2022 | 26 |
Cambria Investment Management, L.P. | 25 | 25 | 0.05% | 0.80% | 2.01% | Q4 2014 | Q4 2020 | 25 |
NEXT Financial Group, Inc | 13 | 6 | 0.00% | 0.02% | 0.06% | Q3 2014 | Q4 2021 | 25 |
NORTHERN TRUST CORP | 23 | 1 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q3 2023 | 25 |
MML INVESTORS SERVICES, LLC | 22 | 1 | 0.00% | 0.07% | 1.58% | Q1 2017 | Q3 2023 | 25 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 21 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 25 |
NewEdge Advisors, LLC | 24 | 1 | 0.00% | 0.04% | 0.07% | Q2 2017 | Q3 2023 | 25 |
BOSTON ADVISORS LLC | 25 | 25 | 0.01% | 0.03% | 0.16% | Q2 2013 | Q2 2019 | 25 |
Front Row Advisors LLC | 24 | 24 | 0.01% | 0.03% | 0.06% | Q4 2017 | Q3 2023 | 24 |
Sargent Bickham Lagudis LLC | 23 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2022 | 24 |
DEUTSCHE BANK AG\ | 23 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 24 |
Larson Financial Group LLC | 24 | 24 | 0.02% | 0.15% | 0.53% | Q4 2017 | Q3 2023 | 24 |
CWM, LLC | 16 | 8 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 24 |
Gradient Capital Advisors, LLC | 24 | 24 | 1.00% | 1.25% | 1.61% | Q4 2017 | Q3 2023 | 24 |
HARBOR ADVISORY CORP /MA/ | 24 | 24 | 0.24% | 2.22% | 4.22% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.05% | Q4 2017 | Q3 2023 | 24 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 20 | 2 | 0.02% | 0.04% | 0.10% | Q1 2015 | Q3 2023 | 24 |
Tower Research Capital LLC (TRC) | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 24 |
Hudock, Inc. | 17 | 7 | 0.00% | 1.27% | 3.60% | Q1 2015 | Q4 2021 | 24 |
Forefront Analytics, LLC | 24 | 24 | 1.16% | 1.89% | 2.68% | Q4 2017 | Q3 2023 | 24 |
Newman Dignan & Sheerar, Inc. | 15 | 8 | 0.01% | 0.15% | 0.99% | Q1 2015 | Q4 2020 | 23 |
Carroll Financial Associates, Inc. | 23 | 23 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2021 | 23 |
AdvisorNet Financial, Inc | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
Keystone Financial Group | 21 | 2 | 0.04% | 0.10% | 0.17% | Q4 2017 | Q3 2023 | 23 |
Relative Value Partners Group, LLC | 17 | 6 | 0.02% | 0.16% | 0.86% | Q4 2015 | Q1 2022 | 23 |
Emery Howard Portfolio Management, Inc. | 21 | 2 | 0.41% | 2.78% | 3.89% | Q4 2013 | Q1 2020 | 23 |
BNP PARIBAS FINANCIAL MARKETS | 23 | 23 | 0.00% | 0.00% | 0.04% | Q1 2018 | Q3 2023 | 23 |
ATLAS CAPITAL ADVISORS LLC | 23 | 23 | 0.00% | 0.27% | 0.54% | Q1 2018 | Q3 2023 | 23 |
Pflug Koory, LLC | 23 | 23 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 23 |
FC Advisory LLC | 20 | 3 | 0.10% | 0.16% | 0.23% | Q1 2018 | Q4 2023 | 23 |
Freedom Investment Management, Inc. | 23 | 23 | 0.13% | 0.20% | 0.29% | Q1 2018 | Q3 2023 | 23 |
Whitegate Investment Counselors, Inc. | 22 | 1 | 0.06% | 0.14% | 0.20% | Q1 2014 | Q3 2021 | 23 |
First National Bank of Mount Dora, Trust Investment Services | 20 | 3 | 0.09% | 0.15% | 0.25% | Q4 2017 | Q4 2023 | 23 |
Horan Securities, Inc. | 9 | 6 | 0.00% | 0.46% | 3.16% | Q3 2017 | Q2 2023 | 22 |
Whitnell & Co. | 22 | 22 | 2.91% | 3.74% | 5.50% | Q3 2014 | Q4 2019 | 22 |
Baker Ellis Asset Management LLC | 22 | 22 | 0.04% | 0.07% | 0.10% | Q3 2014 | Q4 2019 | 22 |
Financial Management Professionals, Inc. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
FMR LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Marble Harbor Investment Counsel, LLC | 21 | 21 | 0.03% | 0.07% | 0.12% | Q3 2018 | Q3 2023 | 21 |
Invesco Ltd. | 18 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2021 | 21 |
Wilshire Advisors LLC | 21 | 21 | 0.45% | 1.77% | 3.54% | Q1 2016 | Q1 2021 | 21 |
J.P. Morgan Private Wealth Advisors LLC | 21 | 21 | 0.00% | 0.02% | 0.06% | Q3 2018 | Q3 2023 | 21 |
BerganKDV Wealth Management, LLC | 21 | 21 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q2 2023 | 21 |
NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 21 | 21 | 0.62% | 2.66% | 6.72% | Q4 2017 | Q4 2022 | 21 |
VOYA INVESTMENT MANAGEMENT LLC | 21 | 21 | 0.01% | 0.07% | 0.21% | Q3 2018 | Q3 2023 | 21 |
BLB&B Advisors, LLC | 14 | 2 | 0.02% | 0.08% | 0.20% | Q2 2013 | Q2 2019 | 21 |
Financial Architects, Inc | 11 | 4 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q2 2020 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.04% | 0.06% | 0.10% | Q3 2018 | Q3 2023 | 21 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 10 | 4 | 0.01% | 0.08% | 0.98% | Q4 2017 | Q3 2023 | 21 |
UMB Bank, n.a. | 13 | 8 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 21 |
WOODMONT INVESTMENT COUNSEL LLC | 21 | 21 | 0.05% | 0.11% | 0.21% | Q1 2014 | Q1 2019 | 21 |
Global Trust Asset Management, LLC | 13 | 8 | 0.00% | 0.02% | 0.11% | Q4 2017 | Q3 2023 | 21 |
MACKENZIE FINANCIAL CORP | 12 | 8 | 0.00% | 0.03% | 0.06% | Q4 2016 | Q2 2022 | 20 |
Archer Investment Corp | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Aspire Private Capital, LLC | 20 | 20 | 0.02% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 20 |
Beacon Pointe Advisors, LLC | 20 | 20 | 0.03% | 0.15% | 0.50% | Q4 2018 | Q3 2023 | 20 |
Sensible Financial Planning & Management, LLC. | 12 | 2 | 0.10% | 0.16% | 0.26% | Q3 2014 | Q4 2019 | 20 |
Ellevest, Inc. | 20 | 20 | 0.38% | 0.67% | 0.80% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.05% | 0.11% | Q4 2017 | Q3 2022 | 20 |
Mirae Asset Global Investments Co., Ltd. | 13 | 7 | 0.00% | 0.02% | 0.07% | Q1 2017 | Q1 2023 | 20 |
Pinnacle Bancorp, Inc. | 20 | 20 | 0.00% | 0.04% | 0.08% | Q4 2018 | Q3 2023 | 20 |
Total Wealth Planning, LLC | 20 | 20 | 0.93% | 1.67% | 3.06% | Q4 2018 | Q3 2023 | 20 |
American Investment Services, Inc. | 20 | 20 | 0.05% | 0.21% | 0.41% | Q4 2018 | Q3 2023 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 20 |
MANAGED ACCOUNT SERVICES INC | 20 | 20 | 0.85% | 1.68% | 2.50% | Q4 2016 | Q3 2021 | 20 |
DOWLING & YAHNKE LLC | 20 | 20 | 0.52% | 0.88% | 1.32% | Q4 2017 | Q3 2022 | 20 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 20 | 20 | 0.00% | 0.06% | 0.26% | Q1 2016 | Q4 2020 | 20 |
Symmetry Partners, LLC | 20 | 20 | 0.19% | 0.46% | 0.75% | Q4 2016 | Q3 2021 | 20 |
GREAT LAKES ADVISORS, LLC | 20 | 20 | 0.00% | 0.34% | 0.59% | Q1 2016 | Q4 2020 | 20 |
Atria Investments, Inc | 7 | 1 | 0.01% | 0.03% | 0.06% | Q1 2015 | Q3 2023 | 19 |
FINANCIAL COUNSELORS INC | 13 | 1 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q4 2019 | 19 |
Capital Analysts, LLC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2020 | 19 |
FFT WEALTH MANAGEMENT LLC | 19 | 19 | 0.72% | 2.72% | 4.57% | Q4 2015 | Q2 2020 | 19 |
JOYN Advisors, Inc. | 19 | 19 | 3.34% | 7.11% | 10.47% | Q3 2015 | Q1 2020 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
AVIANCE CAPITAL MANAGEMENT, LLC | 15 | 4 | 0.01% | 0.08% | 0.12% | Q2 2014 | Q1 2019 | 19 |
St. Louis Trust Co | 19 | 19 | 0.10% | 0.23% | 0.34% | Q4 2015 | Q2 2020 | 19 |
Kovitz Investment Group Partners, LLC | 14 | 5 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 19 |
EVERGREEN CAPITAL MANAGEMENT LLC | 19 | 19 | 0.02% | 0.05% | 0.10% | Q1 2019 | Q3 2023 | 19 |
Elm Partners Management LLC | 19 | 19 | 0.92% | 1.42% | 2.27% | Q1 2019 | Q3 2023 | 19 |
Annex Advisory Services, LLC | 19 | 19 | 0.06% | 0.13% | 0.22% | Q1 2018 | Q3 2022 | 19 |
JNBA Financial Advisors | 16 | 1 | 0.00% | 0.00% | 0.04% | Q3 2015 | Q3 2022 | 19 |
TSFG, LLC | 19 | 19 | 0.00% | 0.00% | 0.02% | Q1 2019 | Q3 2023 | 19 |
CHILTON CAPITAL MANAGEMENT LLC | 19 | 19 | 0.54% | 1.12% | 1.90% | Q1 2019 | Q3 2023 | 19 |
Simmons Bank | 19 | 19 | 0.02% | 0.05% | 0.15% | Q3 2017 | Q1 2022 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.00% | 0.04% | 0.35% | Q1 2019 | Q3 2023 | 19 |
BOKF, NA | 9 | 1 | 0.00% | 0.02% | 0.04% | Q3 2017 | Q2 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2017 | 18 |
Financial Gravity Asset Management, Inc. | 8 | 1 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 18 |
Rockefeller Capital Management L.P. | 18 | 18 | 0.00% | 0.00% | 0.02% | Q2 2019 | Q3 2023 | 18 |
BROWN ADVISORY INC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2020 | 18 |
NATIXIS | 15 | 3 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q1 2022 | 18 |
RAY GERALD L & ASSOCIATES LTD | 18 | 18 | 0.09% | 0.16% | 0.20% | Q2 2013 | Q3 2017 | 18 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.01% | 0.02% | 0.05% | Q1 2018 | Q1 2022 | 17 |
TOMPKINS FINANCIAL CORP | 9 | 8 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2023 | 17 |
Stewardship Financial Advisors, LLC | 17 | 17 | 0.24% | 0.44% | 2.50% | Q4 2015 | Q4 2019 | 17 |
Merriman Wealth Management, LLC | 12 | 1 | 0.01% | 0.44% | 3.66% | Q2 2013 | Q3 2023 | 17 |
1832 Asset Management L.P. | 12 | 1 | 0.02% | 0.08% | 0.12% | Q1 2014 | Q4 2018 | 17 |
iAB Financial Bank | 17 | 17 | 0.16% | 0.26% | 0.36% | Q2 2013 | Q2 2017 | 17 |
AE Wealth Management LLC | 16 | 1 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q1 2023 | 17 |
Cedar Wealth Management, LLC | 17 | 17 | 0.00% | 0.18% | 0.28% | Q3 2018 | Q3 2022 | 17 |
WINTRUST INVESTMENTS LLC | 14 | 3 | 0.02% | 0.08% | 0.16% | Q1 2017 | Q3 2021 | 17 |
AXA S.A. | 16 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2019 | 17 |
Slow Capital, Inc. | 15 | 2 | 0.01% | 0.19% | 0.27% | Q4 2017 | Q3 2023 | 17 |
GUGGENHEIM CAPITAL LLC | 17 | 17 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Retirement Planning Group, LLC | 14 | 1 | 0.04% | 1.46% | 4.89% | Q2 2013 | Q4 2019 | 17 |
Capital Investment Advisory Services, LLC | 16 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2023 | 17 |
OPTIMUM INVESTMENT ADVISORS | 15 | 2 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2023 | 17 |
Klingman & Associates, LLC | 8 | 2 | 0.02% | 0.06% | 0.09% | Q4 2014 | Q1 2022 | 17 |
Strategic Financial Planning, Inc. | 16 | 16 | 2.99% | 3.32% | 3.54% | Q4 2019 | Q3 2023 | 16 |
SEI INVESTMENTS CO | 15 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2019 | 16 |
Camelot Portfolios, LLC | 16 | 16 | 0.11% | 0.21% | 0.36% | Q4 2014 | Q3 2018 | 16 |
Cerity Partners LLC | 7 | 1 | 0.00% | 0.06% | 0.64% | Q1 2017 | Q3 2023 | 16 |
Marotta Asset Management | 13 | 3 | 0.84% | 2.05% | 4.28% | Q4 2019 | Q4 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Vectors Research Management, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2022 | 16 |
EXENCIAL WEALTH ADVISORS, LLC | 8 | 1 | 0.01% | 0.20% | 0.30% | Q1 2013 | Q3 2023 | 16 |
Capital Directions Investment Advisors, LLC | 9 | 7 | 0.57% | 1.41% | 2.16% | Q4 2018 | Q4 2022 | 16 |
Mount Lucas Management LP | 6 | 2 | 0.07% | 0.49% | 0.86% | Q2 2016 | Q3 2021 | 16 |
Disciplined Investments, LLC | 16 | 16 | 1.41% | 1.90% | 2.44% | Q4 2019 | Q3 2023 | 16 |
CAPITAL INSIGHT PARTNERS, LLC | 16 | 16 | 0.55% | 1.09% | 1.99% | Q4 2019 | Q3 2023 | 16 |
Mine & Arao Wealth Creation & Management, LLC. | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Perkins Coie Trust Co | 16 | 16 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q1 2019 | 16 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 16 | 16 | 0.20% | 1.00% | 1.96% | Q4 2019 | Q3 2023 | 16 |
LPWM LLC | 16 | 16 | 1.09% | 1.36% | 1.77% | Q4 2019 | Q3 2023 | 16 |
LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 16 | 16 | 0.10% | 0.14% | 0.18% | Q4 2019 | Q3 2023 | 16 |
SAGE RHINO CAPITAL LLC | 15 | 15 | 0.37% | 0.52% | 0.73% | Q1 2019 | Q3 2022 | 15 |
Psagot Value Holdings Ltd. | 15 | 15 | 0.00% | 0.02% | 0.05% | Q4 2014 | Q2 2018 | 15 |
Patten Group, Inc. | 14 | 1 | 0.03% | 0.06% | 0.08% | Q4 2014 | Q3 2018 | 15 |
FIRST QUADRANT LLC/CA | 9 | 6 | 0.02% | 0.61% | 1.79% | Q4 2017 | Q1 2022 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.01% | 0.04% | 0.24% | Q2 2013 | Q4 2016 | 15 |
Conservest Capital Advisors, Inc. | 15 | 15 | 1.45% | 2.15% | 2.90% | Q1 2017 | Q3 2020 | 15 |
Jacobi Capital Management LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2021 | 15 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 15 | 15 | 0.02% | 0.06% | 0.44% | Q2 2019 | Q4 2022 | 15 |
NatWest Group plc | 12 | 1 | 0.04% | 0.19% | 0.30% | Q1 2014 | Q4 2020 | 15 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 14 | 1 | 0.00% | 0.03% | 0.05% | Q1 2019 | Q4 2022 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Knights of Columbus Asset Advisors LLC | 11 | 4 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2019 | 15 |
VPR Management LLC | 15 | 15 | 0.03% | 0.04% | 0.05% | Q1 2020 | Q3 2023 | 15 |
AdvicePeriod, LLC | 15 | 15 | 0.05% | 0.09% | 0.18% | Q4 2017 | Q2 2021 | 15 |
PRUDENTIAL FINANCIAL INC | 5 | 2 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q4 2021 | 15 |
Retirement Group, LLC | 14 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 15 |
Gs Investments, Inc. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 15 |
Your Advocates Ltd., LLP | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
MOLLER WEALTH PARTNERS | 15 | 15 | 1.46% | 3.27% | 4.13% | Q1 2020 | Q3 2023 | 15 |
REGENTATLANTIC CAPITAL LLC | 14 | 1 | 0.00% | 0.45% | 1.26% | Q4 2014 | Q4 2020 | 15 |
Fieldpoint Private Securities, LLC | 8 | 7 | 0.04% | 0.06% | 0.09% | Q1 2018 | Q2 2022 | 15 |
Employees Retirement System of Texas | 7 | 4 | 0.00% | 0.04% | 0.08% | Q4 2018 | Q2 2023 | 15 |
Waldron Private Wealth LLC | 15 | 15 | 0.08% | 0.40% | 1.13% | Q1 2020 | Q3 2023 | 15 |
Independence Advisors, LLC | 15 | 15 | 0.10% | 0.29% | 0.62% | Q1 2017 | Q3 2020 | 15 |
Financial Advocates Investment Management | 12 | 2 | 0.02% | 0.13% | 0.21% | Q2 2018 | Q1 2023 | 14 |
ZACKS INVESTMENT MANAGEMENT | 7 | 3 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q1 2020 | 14 |
Addenda Capital Inc. | 14 | 14 | 0.35% | 0.39% | 0.42% | Q1 2014 | Q2 2017 | 14 |
Winslow, Evans & Crocker, Inc. | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2020 | 14 |
Paracle Advisors, LLC | 14 | 14 | 0.10% | 1.06% | 1.68% | Q3 2014 | Q4 2017 | 14 |
Verde Capital Management | 14 | 14 | 0.23% | 0.37% | 0.54% | Q2 2020 | Q3 2023 | 14 |
CVA Family Office, LLC | 14 | 14 | 0.01% | 0.05% | 0.09% | Q1 2020 | Q2 2023 | 14 |
TFO Wealth Partners, LLC | 9 | 5 | 0.00% | 3.71% | 45.32% | Q1 2020 | Q3 2023 | 14 |
DUNCKER STREETT & CO INC | 10 | 4 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2020 | 14 |
LAKE STREET ADVISORS GROUP, LLC | 14 | 14 | 0.03% | 1.95% | 3.59% | Q4 2017 | Q1 2021 | 14 |
Hefren-Tillotson, Inc. | 14 | 14 | 13.33% | 31.60% | 39.08% | Q1 2015 | Q2 2018 | 14 |
Ledyard National Bank | 8 | 6 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q4 2018 | 14 |
Ironsides Asset Advisors, LLC | 11 | 3 | 0.16% | 0.27% | 0.51% | Q1 2018 | Q1 2022 | 14 |
Qube Research & Technologies Ltd | 7 | 1 | 0.00% | 0.08% | 0.44% | Q4 2019 | Q3 2023 | 14 |
SENTINEL PENSION ADVISORS INC | 10 | 4 | 0.07% | 0.13% | 0.20% | Q1 2020 | Q3 2023 | 14 |
OneDigital Investment Advisors LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2022 | 14 |
Wealthstreet Investment Advisors, LLC | 14 | 14 | 0.08% | 0.10% | 0.14% | Q4 2017 | Q1 2021 | 14 |
Baird Financial Group, Inc. | 5 | 1 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q2 2022 | 14 |
Investors Research Corp | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Walkner Condon Financial Advisors LLC | 13 | 13 | 0.59% | 0.97% | 2.12% | Q3 2020 | Q3 2023 | 13 |
Parkside Financial Bank & Trust | 9 | 4 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q4 2021 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.00% | 0.08% | 0.32% | Q3 2020 | Q3 2023 | 13 |
SHINE INVESTMENT ADVISORY SERVICES INC | 13 | 13 | 0.02% | 1.61% | 3.60% | Q1 2017 | Q1 2020 | 13 |
EDGE ASSET MANAGEMENT, INC | 13 | 13 | 0.00% | 0.03% | 0.03% | Q1 2014 | Q1 2017 | 13 |
BANQUE PICTET & CIE SA | 7 | 3 | 0.00% | 0.02% | 0.04% | Q3 2018 | Q2 2023 | 13 |
Cambridge Advisors Inc. | 13 | 13 | 0.28% | 0.30% | 0.31% | Q3 2020 | Q3 2023 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Perigon Wealth Management, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q3 2011 | Q3 2023 | 13 |
PROFFITT & GOODSON INC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2022 | 13 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 7 | 1 | 0.00% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 13 |
OXFORD FINANCIAL GROUP, LTD. LLC | 11 | 2 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2023 | 13 |
FineMark National Bank & Trust | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2016 | 13 |
Greenwich Wealth Management LLC | 13 | 13 | 0.03% | 0.04% | 0.07% | Q3 2020 | Q3 2023 | 13 |
Elevated Capital Advisors, LLC | 5 | 1 | 0.24% | 0.35% | 0.57% | Q1 2019 | Q3 2023 | 13 |
EQUITY INVESTMENT CORP | 9 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2022 | 13 |
WealthTrust-Arizona, LLC | 13 | 13 | 0.18% | 0.64% | 1.93% | Q4 2013 | Q4 2016 | 13 |
Windhaven Investment Management, Inc. | 13 | 13 | 1.62% | 4.08% | 6.32% | Q4 2013 | Q4 2016 | 13 |
FRANKLIN RESOURCES INC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Guidant Wealth Advisors | 13 | 13 | 0.74% | 1.39% | 2.05% | Q3 2016 | Q3 2019 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.06% | 0.10% | 0.13% | Q3 2020 | Q3 2023 | 13 |
Renaissance Technologies | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2023 | 12 |
Laird Norton Wetherby Trust Company, LLC | 12 | 12 | 0.22% | 0.38% | 0.63% | Q4 2020 | Q3 2023 | 12 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 7 | 1 | 0.31% | 0.62% | 0.77% | Q1 2015 | Q4 2018 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Bouchey Financial Group Ltd | 12 | 12 | 2.18% | 2.43% | 2.85% | Q1 2015 | Q4 2017 | 12 |
Modera Wealth Management, LLC | 12 | 12 | 0.02% | 0.08% | 0.15% | Q4 2020 | Q3 2023 | 12 |
Running Point Capital Advisors, LLC | 12 | 12 | 1.14% | 1.90% | 2.63% | Q4 2020 | Q3 2023 | 12 |
Ellis Investment Partners, LLC | 12 | 12 | 0.06% | 0.08% | 0.10% | Q4 2020 | Q3 2023 | 12 |
CPWM, LLC | 8 | 4 | 0.04% | 0.13% | 0.49% | Q2 2019 | Q3 2022 | 12 |
Valeo Financial Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2021 | 12 |
NOMURA ASSET MANAGEMENT CO LTD | 10 | 1 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q2 2021 | 12 |
Foster Group, Inc. | 12 | 12 | 0.04% | 0.14% | 0.47% | Q4 2020 | Q3 2023 | 12 |
REILLY FINANCIAL ADVISORS, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2021 | 12 |
HOLLENCREST CAPITAL MANAGEMENT | 12 | 12 | 0.12% | 0.15% | 0.18% | Q4 2013 | Q3 2016 | 12 |
Belmont Capital, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Capital Asset Advisory Services LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2022 | 12 |
PITCAIRN CO | 12 | 12 | 0.06% | 0.10% | 0.14% | Q4 2013 | Q3 2016 | 12 |
Prosperity Planning, Inc. | 12 | 12 | 0.45% | 0.55% | 0.62% | Q4 2020 | Q3 2023 | 12 |
AllSquare Wealth Management LLC | 10 | 2 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 12 |
Baldrige Asset Management LLC | 8 | 4 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q1 2023 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.01% | 0.02% | 0.06% | Q4 2020 | Q3 2023 | 12 |
ALBION FINANCIAL GROUP /UT | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
NORTHWEST WEALTH MANAGEMENT, LLC | 9 | 2 | 0.11% | 0.20% | 0.24% | Q1 2020 | Q1 2023 | 11 |
WASHINGTON TRUST Co | 9 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q1 2022 | 11 |
WEDBUSH SECURITIES INC | 11 | 11 | 0.01% | 0.03% | 0.05% | Q2 2019 | Q4 2021 | 11 |
Miracle Mile Advisors, LLC | 10 | 1 | 0.03% | 1.74% | 7.14% | Q2 2015 | Q1 2023 | 11 |
ClearBridge Investments | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2020 | 11 |
Csenge Advisory Group | 11 | 11 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q4 2022 | 11 |
CT Financial Advisors LLC | 10 | 1 | 0.07% | 0.13% | 0.21% | Q1 2014 | Q1 2017 | 11 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.02% | 0.06% | 0.12% | Q4 2017 | Q2 2022 | 11 |
Nan Shan Life Insurance Co., Ltd. | 11 | 11 | 0.06% | 0.22% | 0.41% | Q4 2016 | Q2 2019 | 11 |
TRUST CO OF VIRGINIA /VA | 11 | 11 | 0.08% | 0.75% | 1.15% | Q2 2013 | Q4 2015 | 11 |
SVB WEALTH LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2022 | 11 |
Pictet North America Advisors SA | 7 | 4 | 0.09% | 0.23% | 0.31% | Q3 2018 | Q3 2023 | 11 |
Patriot Financial Group Insurance Agency, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2019 | 11 |
Montecito Bank & Trust | 9 | 1 | 0.02% | 0.12% | 0.24% | Q4 2016 | Q4 2023 | 11 |
NATIONAL PLANNING CORP | 10 | 1 | 0.00% | 0.04% | 0.09% | Q4 2014 | Q3 2017 | 11 |
McClarren Financial Advisors, Inc. | 6 | 5 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 11 |
TD Ameritrade Trust Co | 11 | 11 | 0.25% | 0.63% | 1.58% | Q1 2015 | Q3 2017 | 11 |
Vantage Investment Advisors, LLC | 7 | 4 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2016 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q2 2020 | 11 |
BDO Wealth Advisors, LLC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q4 2021 | 11 |
Petix & Botte Co | 8 | 1 | 0.07% | 0.16% | 0.31% | Q4 2019 | Q3 2023 | 11 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 11 | 11 | 0.03% | 1.19% | 2.27% | Q1 2021 | Q3 2023 | 11 |
Filament LLC | 11 | 11 | 0.48% | 0.80% | 1.00% | Q1 2018 | Q3 2020 | 11 |
Wealthcare Advisory Partners LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2021 | 11 |
Lumature Wealth Partners, LLC | 11 | 11 | 0.03% | 0.07% | 0.26% | Q4 2020 | Q2 2023 | 11 |
Sowell Financial Services LLC | 9 | 1 | 0.01% | 0.09% | 0.35% | Q3 2018 | Q3 2021 | 10 |
Wealthspire Advisors, L.P. | 7 | 1 | 0.00% | 0.02% | 0.02% | Q3 2016 | Q4 2019 | 10 |
HC FINANCIAL ADVISORS INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2022 | 10 |
Newfound Research LLC | 4 | 3 | 0.35% | 1.26% | 2.77% | Q1 2016 | Q4 2019 | 10 |
Brand Asset Management Group, Inc. | 9 | 1 | 0.01% | 0.06% | 0.12% | Q2 2018 | Q1 2021 | 10 |
Sullivan, Bruyette, Speros & Blaney, LLC | 10 | 10 | 0.05% | 0.11% | 0.17% | Q4 2018 | Q1 2021 | 10 |
VALLEY NATIONAL ADVISERS INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2018 | 10 |
Pinnacle Summer Investments, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2015 | 10 |
Mutual Advisors, LLC | 6 | 4 | 0.01% | 0.05% | 0.14% | Q3 2019 | Q1 2022 | 10 |
Kestra Advisory Services, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2023 | 10 |
Sound Income Strategies, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2022 | 10 |
BREWIN DOLPHIN LTD | 10 | 10 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2022 | 10 |
Focused Wealth Management, Inc | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 10 |
Glassman Wealth Services | 6 | 1 | 0.00% | 0.04% | 0.07% | Q2 2015 | Q1 2023 | 10 |
Mariner, LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 10 |
Fiera Capital Corp | 10 | 10 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q1 2019 | 10 |
Eagle Bay Advisors LLC | 10 | 10 | 0.70% | 1.02% | 1.32% | Q2 2021 | Q3 2023 | 10 |
Armbruster Capital Management, Inc. | 10 | 10 | 0.03% | 0.07% | 0.22% | Q4 2015 | Q1 2018 | 10 |
Rathbones Group PLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2022 | 10 |
GABLES CAPITAL MANAGEMENT INC. | 10 | 10 | 0.03% | 0.05% | 0.08% | Q2 2020 | Q3 2022 | 10 |
Choate Investment Advisors | 6 | 1 | 0.00% | 0.20% | 0.82% | Q2 2013 | Q2 2021 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
ROTHSCHILD INVESTMENT LLC /IL | 9 | 1 | 0.04% | 0.05% | 0.10% | Q3 2014 | Q2 2017 | 10 |
HM PAYSON & CO | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 10 |
FIDUCIARY TRUST CO | 10 | 10 | 0.01% | 0.96% | 2.12% | Q4 2016 | Q1 2019 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
CITY NATIONAL BANK | 10 | 10 | 0.02% | 0.06% | 0.18% | Q2 2013 | Q3 2015 | 10 |
Bogart Wealth, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
McIlrath & Eck, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
EPG Wealth Management LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 10 |
WOLVERINE TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2020 | 9 |
Destination Wealth Management | 6 | 3 | 0.00% | 0.02% | 0.09% | Q2 2016 | Q2 2019 | 9 |
One Capital Management, LLC | 9 | 9 | 0.01% | 0.06% | 0.12% | Q2 2020 | Q2 2022 | 9 |
D.A. DAVIDSON & CO. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2017 | 9 |
BESSEMER GROUP INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2022 | 9 |
MILLENNIUM MANAGEMENT LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2020 | 9 |
Charles Schwab Trust Co | 9 | 9 | 0.29% | 0.49% | 0.84% | Q3 2019 | Q3 2021 | 9 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 7 | 2 | 0.02% | 0.04% | 0.06% | Q3 2020 | Q1 2023 | 9 |
Baker Avenue Asset Management, LP | 5 | 4 | 0.00% | 0.04% | 0.10% | Q1 2019 | Q3 2023 | 9 |
MOSELEY INVESTMENT MANAGEMENT INC | 9 | 9 | 0.11% | 0.14% | 0.20% | Q3 2021 | Q3 2023 | 9 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 9 | 9 | 0.10% | 0.24% | 0.41% | Q2 2019 | Q2 2021 | 9 |
Price Wealth, LLC | 9 | 9 | 0.88% | 1.17% | 1.90% | Q4 2017 | Q4 2019 | 9 |
PATHSTONE FAMILY OFFICE, LLC | 9 | 9 | 0.02% | 0.05% | 0.11% | Q1 2020 | Q1 2022 | 9 |
Tidal Investments LLC | 9 | 9 | 0.02% | 0.39% | 0.76% | Q4 2018 | Q4 2020 | 9 |
Lenox Wealth Advisors, LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2021 | 9 |
Brookstone Capital Management | 3 | 1 | 0.02% | 0.07% | 0.13% | Q2 2015 | Q2 2019 | 9 |
HL FINANCIAL SERVICES LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q1 2019 | 9 |
Aletheian Wealth Advisors LLC | 9 | 9 | 1.02% | 1.28% | 1.69% | Q4 2021 | Q4 2023 | 9 |
Virtu KCG Holdings LLC | 4 | 2 | 0.00% | 0.02% | 0.05% | Q1 2014 | Q1 2017 | 9 |
COLONY GROUP LLC | 7 | 1 | 0.00% | 0.02% | 0.03% | Q3 2014 | Q1 2022 | 9 |
TECTONIC ADVISORS LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 9 |
Paradigm Financial Advisors, LLC | 9 | 9 | 0.08% | 0.16% | 0.23% | Q4 2017 | Q4 2019 | 9 |
Schoolcraft Capital LLC | 9 | 9 | 0.09% | 0.15% | 0.21% | Q1 2020 | Q1 2022 | 9 |
Huber Financial Advisors, LLC | 9 | 9 | 0.15% | 0.24% | 0.37% | Q4 2017 | Q4 2019 | 9 |
Sonora Investment Management, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2020 | 8 |
Cranbrook Wealth Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
City State Bank | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Unconventional Investor, LLC | 8 | 8 | 0.64% | 0.88% | 1.20% | Q4 2021 | Q3 2023 | 8 |
CAROLINAS WEALTH CONSULTING LLC | 8 | 8 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q3 2022 | 8 |
WRAPMANAGER INC | 3 | 2 | 0.06% | 0.11% | 0.18% | Q1 2016 | Q2 2019 | 8 |
MONEY CONCEPTS CAPITAL CORP | 6 | 2 | 0.00% | 0.03% | 0.19% | Q4 2020 | Q1 2023 | 8 |
ETF Portfolio Partners, Inc. | 8 | 8 | 2.52% | 2.74% | 2.96% | Q4 2014 | Q3 2016 | 8 |
Rockwood Wealth Management, LLC | 8 | 8 | 0.55% | 1.40% | 1.88% | Q4 2021 | Q3 2023 | 8 |
PRIVATE TRUST CO NA | 6 | 2 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 8 |
Oakworth Capital, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2017 | 8 |
WealthStone, Inc. | 8 | 8 | 0.14% | 0.19% | 0.29% | Q2 2019 | Q1 2021 | 8 |
INVESTMENT PARTNERS, LTD. | 5 | 3 | 0.16% | 0.24% | 0.32% | Q4 2017 | Q4 2019 | 8 |
Close Asset Management Ltd | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2018 | 8 |
HSBC HOLDINGS PLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 8 |
MARYLAND CAPITAL ADVISORS INC. | 8 | 8 | 1.58% | 2.04% | 2.87% | Q4 2021 | Q3 2023 | 8 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 8 | 8 | 0.17% | 0.27% | 0.34% | Q2 2018 | Q1 2020 | 8 |
Brinker Capital Investments, LLC | 4 | 4 | 0.00% | 0.56% | 0.85% | Q4 2017 | Q4 2019 | 8 |
SouthState Corp | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q2 2023 | 8 |
THRIVENT FINANCIAL FOR LUTHERANS | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2020 | 8 |
Canvas Wealth Advisors, LLC | 8 | 8 | 0.13% | 0.18% | 0.25% | Q1 2021 | Q4 2022 | 8 |
Beaird Harris Wealth Management, LLC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
QUADRANT CAPITAL GROUP LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q4 2020 | 8 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 5 | 3 | 0.00% | 0.02% | 0.06% | Q2 2015 | Q3 2017 | 8 |
CREDIT SUISSE AG/ | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2022 | 8 |
Stone Point Wealth LLC | 8 | 8 | 0.25% | 0.33% | 0.48% | Q4 2021 | Q3 2023 | 8 |
Lowe Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2023 | 8 |
Hanson & Doremus Investment Management | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q3 2016 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Continuum Advisory, LLC | 5 | 3 | 0.04% | 0.16% | 0.29% | Q1 2017 | Q4 2021 | 8 |
PSI Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.03% | Q4 2019 | Q3 2023 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.22% | 0.28% | 0.36% | Q4 2021 | Q3 2023 | 8 |
Certified Advisory Corp | 6 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2020 | 8 |
FIRST NATIONAL BANK SIOUX FALLS | 8 | 8 | 0.41% | 0.78% | 1.18% | Q1 2021 | Q4 2022 | 8 |
KRAFT ASSET MANAGEMENT, LLC | 8 | 8 | 0.37% | 0.53% | 0.80% | Q4 2021 | Q3 2023 | 8 |
White Lighthouse Investment Management Inc. | 4 | 4 | 0.09% | 0.11% | 0.13% | Q4 2017 | Q4 2019 | 8 |
RBF Capital, LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2022 | 8 |
Family CFO Inc | 8 | 8 | 0.09% | 0.12% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Cypress Point Wealth Management, LLC | 4 | 4 | 0.05% | 1.81% | 4.58% | Q4 2020 | Q3 2023 | 8 |
TAGStone Capital, Inc. | 8 | 8 | 0.46% | 0.65% | 0.90% | Q4 2021 | Q3 2023 | 8 |
Carmichael Hill & Associates, Inc. | 6 | 2 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 8 |
Upper Left Wealth Management, LLC | 8 | 8 | 3.47% | 3.83% | 4.32% | Q4 2021 | Q3 2023 | 8 |
Old Port Advisors | 6 | 1 | 0.09% | 0.16% | 0.20% | Q2 2018 | Q4 2020 | 8 |
APPLETON PARTNERS INC/MA | 8 | 8 | 0.04% | 0.07% | 0.11% | Q1 2017 | Q4 2018 | 8 |
Solitude Financial Services | 8 | 8 | 0.62% | 2.56% | 3.54% | Q4 2021 | Q3 2023 | 8 |
Endowment Wealth Management, Inc. | 8 | 8 | 0.94% | 1.12% | 1.26% | Q4 2021 | Q3 2023 | 8 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2015 | 7 |
SIMON QUICK ADVISORS, LLC | 6 | 1 | 0.01% | 0.07% | 0.12% | Q2 2019 | Q3 2023 | 7 |
UBS ASSET MANAGEMENT AMERICAS INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 7 |
Jordan Park Group LLC | 7 | 7 | 0.11% | 4.22% | 9.30% | Q4 2018 | Q2 2020 | 7 |
Verus Financial Partners, Inc. | 6 | 1 | 0.03% | 0.05% | 0.07% | Q2 2020 | Q1 2022 | 7 |
Weaver Consulting Group | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2020 | 7 |
Highwater Wealth Management, LLC | 7 | 7 | 0.83% | 1.35% | 2.19% | Q3 2016 | Q1 2018 | 7 |
Azimuth Capital Management LLC | 5 | 2 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q1 2018 | 7 |
Belpointe Asset Management LLC | 3 | 2 | 0.00% | 0.03% | 0.11% | Q3 2018 | Q1 2023 | 7 |
Integrated Wealth Management | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2016 | 7 |
OLD MISSION CAPITAL LLC | 3 | 1 | 0.02% | 0.06% | 0.14% | Q1 2015 | Q1 2023 | 7 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 7 | 7 | 0.02% | 0.03% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Warren Street Wealth Advisors, LLC | 7 | 7 | 1.80% | 2.24% | 2.79% | Q1 2022 | Q3 2023 | 7 |
Paladin Advisory Group, LLC | 7 | 7 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q2 2023 | 7 |
Janney Montgomery Scott LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2019 | 7 |
FIRST MANHATTAN CO. LLC. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 7 |
Spire Wealth Management | 3 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 7 |
Global Financial Private Capital, Inc | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2017 | Q3 2018 | 7 |
WEBSTERROGERS FINANCIAL ADVISORS, LLC | 5 | 2 | 0.15% | 0.59% | 0.86% | Q4 2020 | Q3 2023 | 7 |
Hoover Financial Advisors, Inc. | 7 | 7 | 0.05% | 0.10% | 0.17% | Q4 2019 | Q2 2021 | 7 |
Red Door Wealth Management, LLC | 4 | 3 | 0.09% | 0.13% | 0.19% | Q4 2019 | Q3 2021 | 7 |
Leicht Financial Planning & Wealth Management, Inc. | 7 | 7 | 0.35% | 1.95% | 4.08% | Q3 2018 | Q1 2020 | 7 |
AIRE ADVISORS, LLC | 7 | 7 | 0.14% | 1.33% | 2.16% | Q1 2022 | Q3 2023 | 7 |
Wealthfront Advisers LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Bison Wealth, LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2021 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
MBB PUBLIC MARKETS I LLC | 7 | 7 | 0.01% | 0.04% | 0.08% | Q4 2021 | Q2 2023 | 7 |
SevenBridge Financial Group, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2019 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.12% | 0.41% | 0.78% | Q4 2021 | Q3 2023 | 7 |
MACQUARIE GROUP LTD | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Penserra Capital Management LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2022 | 7 |
Taylor, Cottrill LLC | 7 | 7 | 0.30% | 0.32% | 0.35% | Q2 2014 | Q4 2015 | 7 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 6 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q1 2019 | 7 |
TD Waterhouse Canada Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Royal Fund Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2018 | 7 |
Joel Isaacson & Co., LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2016 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Concord Wealth Partners | 4 | 3 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
SWS Partners | 5 | 2 | 0.14% | 0.17% | 0.20% | Q4 2017 | Q3 2019 | 7 |
Paragon Capital Management Ltd | 6 | 1 | 0.03% | 0.89% | 1.89% | Q2 2019 | Q4 2021 | 7 |
BARING ASSET MANAGEMENT Ltd | 7 | 7 | 0.04% | 0.20% | 0.32% | Q1 2015 | Q3 2016 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2014 | 7 |
UBS AG | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Trexquant Investment LP | 5 | 1 | 0.02% | 0.04% | 0.09% | Q3 2019 | Q4 2021 | 6 |
Banque Cantonale Vaudoise | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
WEALTHFRONT Corp | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2015 | 6 |
Simplicity Solutions, LLC | 5 | 1 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q4 2020 | 6 |
Ferris Capital, LLC | 5 | 1 | 0.05% | 0.23% | 1.14% | Q1 2018 | Q2 2021 | 6 |
TD Capital Management LLC | 5 | 1 | 0.00% | 0.16% | 0.26% | Q3 2014 | Q3 2021 | 6 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
Jackson Hole Capital Partners, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Hill Investment Group Partners, LLC | 6 | 6 | 0.06% | 0.15% | 0.24% | Q2 2021 | Q3 2022 | 6 |
Integrated Investment Consultants, LLC | 3 | 1 | 0.00% | 0.15% | 0.30% | Q1 2016 | Q3 2022 | 6 |
People's United Financial, Inc. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q1 2022 | 6 |
Aevitas Wealth Management, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 6 |
ENTERPRISE FINANCIAL SERVICES CORP | 5 | 1 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2021 | 6 |
BARCLAYS PLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 6 |
J.W. COLE ADVISORS, INC. | 6 | 6 | 0.12% | 0.15% | 0.16% | Q2 2022 | Q3 2023 | 6 |
New England Private Wealth Advisors LLC | 6 | 6 | 0.09% | 0.10% | 0.11% | Q2 2017 | Q3 2018 | 6 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 6 | 6 | 0.05% | 0.21% | 0.32% | Q2 2022 | Q3 2023 | 6 |
AFAM CAPITAL, INC. | 6 | 6 | 0.06% | 0.09% | 0.11% | Q2 2014 | Q3 2015 | 6 |
PINNACLE ASSOCIATES LTD | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q1 2016 | 6 |
Evercore Wealth Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2017 | 6 |
Intellectus Partners, LLC | 6 | 6 | 0.08% | 0.13% | 0.17% | Q2 2017 | Q3 2018 | 6 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 6 | 6 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q4 2018 | 6 |
COMERICA BANK | 5 | 1 | 0.00% | 0.04% | 0.10% | Q3 2013 | Q3 2023 | 6 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 6 |
CAPITAL ONE, NATIONAL ASSOCIATION | 6 | 6 | 0.02% | 0.07% | 0.13% | Q2 2013 | Q3 2014 | 6 |
Canal Capital Management, LLC | 6 | 6 | 0.24% | 0.28% | 0.36% | Q2 2022 | Q3 2023 | 6 |
Sterling Capital Management LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2016 | 6 |
TRADITION CAPITAL MANAGEMENT LLC | 6 | 6 | 0.40% | 0.49% | 0.61% | Q1 2016 | Q2 2017 | 6 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q2 2023 | 6 |
FLOW TRADERS U.S. LLC | 2 | 2 | 0.00% | 0.02% | 0.06% | Q3 2016 | Q4 2022 | 6 |
Bangor Savings Bank | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
MOTCO | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2017 | 6 |
KMS FINANCIAL SERVICES, INC | 6 | 6 | 0.34% | 0.36% | 0.41% | Q2 2013 | Q3 2014 | 6 |
Sandy Spring Bank | 3 | 1 | 0.00% | 0.02% | 0.14% | Q4 2014 | Q1 2022 | 6 |
NextCapital Advisers, Inc. | 6 | 6 | 0.42% | 0.64% | 0.72% | Q3 2018 | Q4 2019 | 6 |
Ameritas Investment Company, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2021 | 6 |
Firestone Capital Management | 4 | 2 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q3 2021 | 6 |
Lehman & Derafelo Financial Resources LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2020 | 6 |
Crewe Advisors LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2023 | 6 |
Advisory Alpha, LLC | 6 | 6 | 0.00% | 0.08% | 0.14% | Q3 2015 | Q4 2016 | 6 |
Clearstead Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2022 | 6 |
TUDOR INVESTMENT CORP ET AL | 4 | 2 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q2 2023 | 6 |
WESTWOOD HOLDINGS GROUP INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 6 |
AWM CAPITAL, LLC | 6 | 6 | 0.42% | 0.62% | 1.28% | Q2 2022 | Q3 2023 | 6 |
ADVOCATE GROUP LLC | 6 | 6 | 0.06% | 0.06% | 0.07% | Q2 2022 | Q3 2023 | 6 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q4 2021 | 6 |
Ten Capital Wealth Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 6 |
GSB Wealth Management, LLC | 3 | 3 | 0.06% | 0.09% | 0.11% | Q1 2021 | Q3 2022 | 6 |
INNEALTA CAPITAL, LLC | 6 | 6 | 0.26% | 0.42% | 0.54% | Q2 2021 | Q3 2022 | 6 |
EP Wealth Advisors, LLC | 5 | 5 | 0.01% | 0.08% | 0.13% | Q4 2019 | Q4 2020 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.00% | 0.04% | 0.06% | Q4 2021 | Q4 2022 | 5 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2020 | 5 |
REGIONS FINANCIAL CORP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Hanlon Investment Management, Inc. | 5 | 5 | 0.34% | 0.63% | 0.92% | Q1 2019 | Q1 2020 | 5 |
Pensionmark Financial Group, LLC | 5 | 5 | 0.11% | 0.12% | 0.14% | Q1 2019 | Q1 2020 | 5 |
Cetera Advisors LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 5 |
Beacon Pointe Wealth Advisors, LLC | 5 | 5 | 0.07% | 0.09% | 0.11% | Q4 2018 | Q4 2019 | 5 |
Wealthspire Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q4 2021 | 5 |
Semmax Financial Advisors Inc. | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q4 2019 | 5 |
Horizons Wealth Management | 5 | 5 | 0.08% | 0.08% | 0.09% | Q4 2022 | Q4 2023 | 5 |
Argentus Capital Management, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2016 | 5 |
ROPES WEALTH ADVISORS LLC | 3 | 1 | 0.01% | 0.12% | 0.22% | Q4 2015 | Q2 2019 | 5 |
BlackRock Investment Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
SignalPoint Asset Management, LLC | 5 | 5 | 0.11% | 0.12% | 0.13% | Q3 2022 | Q3 2023 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 5 |
Lido Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.03% | Q3 2022 | Q3 2023 | 5 |
EARNEST PARTNERS LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2016 | 5 |
Realta Investment Advisors | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2022 | 5 |
Ascent Group, LLC | 5 | 5 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q4 2022 | 5 |
WFG Advisors, LP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2015 | 5 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4 | 1 | 0.01% | 0.18% | 0.31% | Q1 2021 | Q3 2023 | 5 |
Valtinson Bruner Financial Planning LLC | 4 | 1 | 0.12% | 0.23% | 0.30% | Q3 2021 | Q4 2022 | 5 |
Unison Advisors LLC | 5 | 5 | 0.11% | 0.12% | 0.16% | Q3 2022 | Q3 2023 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.01% | 0.02% | 0.04% | Q1 2015 | Q1 2016 | 5 |
Forum Financial Management, LP | 5 | 5 | 0.01% | 0.08% | 0.19% | Q3 2022 | Q3 2023 | 5 |
B. Riley Wealth Management, Inc. | 5 | 5 | 0.08% | 0.10% | 0.10% | Q2 2014 | Q2 2015 | 5 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.03% | 0.14% | Q4 2015 | Q3 2023 | 5 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 5 | 5 | 1.08% | 2.60% | 3.58% | Q2 2021 | Q2 2022 | 5 |
Paloma Partners Management Co | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2020 | 5 |
Roof Eidam Maycock Peralta, LLC | 5 | 5 | 0.11% | 0.13% | 0.17% | Q1 2019 | Q1 2020 | 5 |
Balentine LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 5 |
Prairiewood Capital, LLC | 5 | 5 | 0.16% | 0.21% | 0.38% | Q3 2022 | Q3 2023 | 5 |
Plante Moran Financial Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2022 | 5 |
TUCKER ASSET MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
FINANCIAL LIFE ADVISORS | 5 | 5 | 0.28% | 0.44% | 0.61% | Q4 2017 | Q4 2018 | 5 |
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
EVOKE WEALTH, LLC | 3 | 1 | 0.01% | 0.45% | 1.77% | Q4 2019 | Q3 2022 | 4 |
Homrich & Berg | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
1919 Investment Counsel, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2014 | 4 |
Alhambra Investment Management LLC | 4 | 4 | 1.24% | 1.25% | 1.26% | Q4 2022 | Q3 2023 | 4 |
LAM GROUP, INC. | 4 | 4 | 2.42% | 2.97% | 3.50% | Q4 2022 | Q3 2023 | 4 |
DOPKINS WEALTH MANAGEMENT, LLC | 4 | 4 | 0.48% | 0.52% | 0.59% | Q4 2022 | Q3 2023 | 4 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 3 | 1 | 0.02% | 0.16% | 0.59% | Q2 2015 | Q3 2016 | 4 |
EXCALIBUR MANAGEMENT CORP | 4 | 4 | 0.32% | 0.33% | 0.33% | Q4 2015 | Q3 2016 | 4 |
Sound Stewardship, LLC | 4 | 4 | 2.12% | 2.20% | 2.33% | Q4 2022 | Q3 2023 | 4 |
Cleary Gull Holdings Inc. | 4 | 4 | 0.06% | 0.07% | 0.08% | Q2 2015 | Q1 2016 | 4 |
Savant Capital, LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 4 |
Addison Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
PENOBSCOT WEALTH MANAGEMENT | 4 | 4 | 0.28% | 3.35% | 4.53% | Q2 2021 | Q1 2022 | 4 |
Cresset Asset Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 4 |
Bartlett & Co. LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 4 |
SRS Capital Advisors, Inc. | 2 | 1 | 0.00% | 0.07% | 0.27% | Q4 2021 | Q3 2023 | 4 |
SENTINEL TRUST CO LBA | 3 | 1 | 0.33% | 0.69% | 1.04% | Q1 2020 | Q3 2021 | 4 |
Blue Sky Asset Management, LLC | 4 | 4 | 0.08% | 0.40% | 0.73% | Q2 2017 | Q1 2018 | 4 |
Laurel Wealth Advisors, Inc. | 4 | 4 | 0.06% | 0.08% | 0.11% | Q2 2018 | Q1 2019 | 4 |
Stifel Trust Company, N.A. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
MONTAG A & ASSOCIATES INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
CULLEN/FROST BANKERS, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Quantum Capital Management, LLC / NJ | 4 | 4 | 0.28% | 0.30% | 0.31% | Q4 2017 | Q3 2018 | 4 |
Sterling Financial Planning, Inc. | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2021 | 4 |
Providence Capital Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2022 | 4 |
DUBUQUE BANK & TRUST CO | 4 | 4 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q1 2019 | 4 |
Venturi Wealth Management, LLC | 4 | 4 | 0.89% | 0.94% | 1.01% | Q4 2015 | Q3 2016 | 4 |
MASSMUTUAL TRUST CO FSB/ADV | 3 | 1 | 0.00% | 0.02% | 0.03% | Q2 2017 | Q3 2018 | 4 |
HERITAGE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 4 |
LIBERTY WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.02% | 0.06% | Q4 2019 | Q1 2023 | 4 |
TWO SIGMA SECURITIES, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2022 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Chicago Partners Investment Group LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2022 | 4 |
Snowden Capital Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 4 |
Newbridge Financial Services Group, Inc. | 2 | 2 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2021 | 4 |
AlphaCentric Advisors LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2020 | Q3 2021 | 4 |
Life Planning Partners, Inc | 4 | 4 | 3.09% | 3.41% | 3.53% | Q4 2021 | Q3 2022 | 4 |
TCI Wealth Advisors, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2021 | 4 |
ASSOCIATED BANC-CORP | 4 | 4 | 0.22% | 0.24% | 0.28% | Q1 2020 | Q4 2020 | 4 |
PACIFIC FINANCIAL GROUP INC | 4 | 4 | 0.55% | 0.59% | 0.63% | Q1 2019 | Q4 2019 | 4 |
F3Logic, LLC | 4 | 4 | 0.09% | 0.28% | 0.38% | Q1 2018 | Q4 2018 | 4 |
Covestor Ltd | 4 | 4 | 0.39% | 0.41% | 0.42% | Q1 2022 | Q4 2022 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Mosaic Financial Partners, Inc. | 4 | 4 | 0.13% | 0.15% | 0.17% | Q3 2017 | Q2 2018 | 4 |
FutureAdvisor, Inc. | 4 | 4 | 4.23% | 4.73% | 4.99% | Q4 2014 | Q3 2015 | 4 |
Nuveen Asset Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 4 |
BBJS FINANCIAL ADVISORS, LLC | 4 | 4 | 3.19% | 3.35% | 3.57% | Q4 2022 | Q3 2023 | 4 |
Financial Alternatives, Inc | 4 | 4 | 2.63% | 2.72% | 2.78% | Q4 2022 | Q3 2023 | 4 |
RIVER GLOBAL INVESTORS LLP | 4 | 4 | 0.53% | 0.69% | 0.82% | Q1 2017 | Q4 2017 | 4 |
Atlas Private Wealth Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Enterprise Trust & Investment Co | 4 | 4 | 0.18% | 0.32% | 0.50% | Q3 2021 | Q2 2022 | 4 |
Spectrum Management Group, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 4 |
Ameritas Advisory Services, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 4 |
NORTHCAPE WEALTH MANAGEMENT, LLC | 4 | 4 | 0.73% | 0.84% | 0.93% | Q4 2021 | Q3 2022 | 4 |
ADE, LLC | 4 | 4 | 0.01% | 0.05% | 0.17% | Q4 2020 | Q3 2021 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.03% | 0.05% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Sand Hill Global Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q1 2022 | 4 |
PAX Financial Group, LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
FOUNDERS FINANCIAL SECURITIES LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Financial Engines Advisors L.L.C. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q2 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.04% | 0.06% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Apriem Advisors | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2016 | 4 |
Integris Wealth Management, LLC | 4 | 4 | 0.35% | 2.05% | 2.69% | Q4 2022 | Q3 2023 | 4 |
SeaBridge Investment Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 4 | 4 | 0.03% | 0.04% | 0.07% | Q4 2013 | Q3 2014 | 4 |
Surevest, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Greenspring Advisors, LLC | 4 | 4 | 0.07% | 0.09% | 0.11% | Q2 2022 | Q1 2023 | 4 |
Berman Capital Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2021 | 4 |
Moisand Fitzgerald Tamayo, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 4 |
AlphaQ Advisors LLC | 3 | 3 | 0.24% | 0.30% | 0.38% | Q4 2022 | Q2 2023 | 3 |
KINGS POINT CAPITAL MANAGEMENT | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q4 2021 | 3 |
PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC | 3 | 3 | 0.71% | 0.89% | 1.05% | Q1 2017 | Q3 2017 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Selective Wealth Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Delphi Private Advisors LLC | 1 | 1 | 0.02% | 0.06% | 0.13% | Q4 2016 | Q2 2019 | 3 |
PANAGORA ASSET MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
MKD WEALTH COACHES, LLC | 3 | 3 | 0.13% | 0.16% | 0.19% | Q4 2018 | Q2 2019 | 3 |
State of Wisconsin - Board of Commissioners of Public Lands | 3 | 3 | 2.32% | 2.46% | 2.71% | Q1 2023 | Q3 2023 | 3 |
Goelzer Investment Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2013 | Q2 2014 | 3 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q2 2020 | 3 |
WealthShield Partners, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q1 2021 | 3 |
Mascoma Wealth Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Verition Fund Management LLC | 1 | 1 | 0.02% | 0.03% | 0.05% | Q4 2013 | Q2 2020 | 3 |
Ackerman Capital Advisors, LLC | 3 | 3 | 0.02% | 0.89% | 1.71% | Q2 2019 | Q4 2019 | 3 |
MainStreet Investment Advisors LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2018 | Q3 2018 | 3 |
CYPRESS FINANCIAL PLANNING LLC | 3 | 3 | 0.33% | 0.34% | 0.36% | Q2 2022 | Q4 2022 | 3 |
North Ridge Wealth Advisors, Inc. | 3 | 3 | 0.80% | 0.82% | 0.84% | Q1 2023 | Q3 2023 | 3 |
Drystone LLC | 3 | 3 | 6.13% | 6.56% | 6.83% | Q4 2021 | Q2 2022 | 3 |
Intercontinental Wealth Advisors, LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q4 2022 | Q2 2023 | 3 |
PIN OAK INVESTMENT ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2021 | 3 |
Ameritas Investment Partners, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
Rafferty Asset Management, LLC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q2 2013 | Q4 2013 | 3 |
SYNOVUS FINANCIAL CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2020 | 3 |
Mystic Asset Management, Inc. | 3 | 3 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q2 2022 | 3 |
WILMINGTON TRUST CO | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q2 2014 | 3 |
Advisors Preferred, LLC | 2 | 1 | 0.01% | 0.05% | 0.09% | Q2 2014 | Q3 2016 | 3 |
Rainsberger Wealth Advisors, Inc. | 3 | 3 | 0.44% | 0.51% | 0.61% | Q4 2021 | Q2 2022 | 3 |
Perennial Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Independence Bank of Kentucky | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
WP Advisors, LLC | 2 | 1 | 0.07% | 0.08% | 0.09% | Q2 2018 | Q1 2019 | 3 |
Integrated Advisors Network LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
EverSource Wealth Advisors, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q2 2022 | 3 |
IBERIABANK CORP | 3 | 3 | 0.03% | 0.04% | 0.05% | Q3 2018 | Q1 2019 | 3 |
Lattice Strategies LLC | 3 | 3 | 0.22% | 0.57% | 1.26% | Q2 2013 | Q4 2013 | 3 |
BECKER CAPITAL MANAGEMENT INC | 3 | 3 | 0.04% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 3 | 3 | 0.07% | 0.09% | 0.10% | Q1 2020 | Q3 2020 | 3 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.00% | 0.02% | 0.02% | Q4 2014 | Q4 2019 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Graypoint LLC | 3 | 3 | 0.04% | 0.08% | 0.11% | Q1 2020 | Q3 2020 | 3 |
Strengthening Families & Communities, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 3 |
Dynamic Technology Lab Private Ltd | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q1 2023 | 3 |
Eudaimonia Partners, LLC | 3 | 3 | 0.02% | 0.46% | 0.72% | Q3 2020 | Q1 2021 | 3 |
USA FINANCIAL FORMULAS | 2 | 1 | 0.00% | 0.03% | 0.04% | Q1 2018 | Q4 2018 | 3 |
Sequoia Financial Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
O'Brien Wealth Partners LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2018 | Q3 2018 | 3 |
New Republic Capital, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Integrated Wealth Concepts LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q3 2020 | 3 |
Better Money Decisions, LLC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q2 2022 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
PRINCIPAL FINANCIAL GROUP INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
Trilogy Capital Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Activest Wealth Management | 3 | 3 | 0.00% | 0.29% | 0.87% | Q1 2023 | Q3 2023 | 3 |
Arkadios Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 2.26% | 2.30% | 2.34% | Q1 2023 | Q3 2023 | 3 |
MYCIO WEALTH PARTNERS, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
BROWN BROTHERS HARRIMAN & CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Baystate Wealth Management LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 3 |
Capital Advisory Group Advisory Services, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
Sabal Trust CO | 3 | 3 | 0.12% | 0.12% | 0.13% | Q3 2020 | Q1 2021 | 3 |
ROBERTSON STEPHENS ADVISORS LLC | 2 | 1 | 0.19% | 0.27% | 0.34% | Q4 2016 | Q3 2017 | 3 |
1834 INVESTMENT ADVISORS CO | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.16% | 0.17% | 0.18% | Q1 2023 | Q3 2023 | 3 |
Truvestments Capital LLC | 2 | 1 | 0.00% | 0.06% | 0.18% | Q1 2020 | Q2 2023 | 3 |
Wealthstream Advisors, Inc. | 3 | 3 | 0.20% | 0.21% | 0.21% | Q4 2021 | Q2 2022 | 3 |
Optas, LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q3 2021 | 3 |
NewSquare Capital LLC | 3 | 3 | 0.08% | 0.09% | 0.11% | Q4 2014 | Q2 2015 | 3 |
Strategic Wealth Partners, Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
Retirement Planning Co of New England, Inc. | 3 | 3 | 0.13% | 0.14% | 0.15% | Q4 2021 | Q2 2022 | 3 |
Avantax Planning Partners, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
BHF Kleinwort Benson Group S.A. | 2 | 1 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q4 2015 | 3 |
HHG & Company, LLC | 3 | 3 | 0.44% | 0.45% | 0.47% | Q4 2013 | Q2 2014 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
BB&T INVESTMENT SERVICES, INC. | 3 | 3 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q4 2017 | 3 |
WEBSTER BANK, N. A. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 3 |
FIFTH THIRD SECURITIES, INC. | 3 | 3 | 0.11% | 0.12% | 0.12% | Q2 2022 | Q4 2022 | 3 |
SCHRODERS IS Ltd | 2 | 1 | 1.36% | 1.50% | 1.64% | Q1 2017 | Q4 2017 | 3 |
First Horizon Advisors, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2018 | 3 |
MCF Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 3 |
Strid Group, LLC | 3 | 3 | 0.14% | 0.17% | 0.22% | Q4 2015 | Q2 2016 | 3 |
ASPIRIANT HOLDINGS S3, LLC | 3 | 3 | 0.24% | 0.28% | 0.30% | Q2 2015 | Q4 2015 | 3 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 3 | 3 | 0.20% | 0.48% | 0.63% | Q4 2021 | Q2 2022 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.03% | 0.10% | 0.16% | Q2 2013 | Q4 2013 | 3 |
Quantitative Advantage, LLC | 2 | 1 | 0.42% | 0.44% | 0.47% | Q3 2014 | Q2 2015 | 3 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q3 2022 | 2 |
IMA Wealth, Inc. | 1 | 1 | 0.00% | 0.07% | 0.14% | Q1 2016 | Q2 2018 | 2 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 2 |
Apollon Wealth Management, LLC | 1 | 1 | 0.01% | 0.50% | 1.00% | Q4 2018 | Q2 2020 | 2 |
Clear Perspective Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
True Link Financial Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Chandler Asset Management, Inc. | 2 | 2 | 1.62% | 1.64% | 1.65% | Q2 2023 | Q3 2023 | 2 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q1 2022 | 2 |
COMERICA SECURITIES,INC. | 2 | 2 | 0.16% | 0.16% | 0.16% | Q1 2019 | Q2 2019 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
RWA WEALTH PARTNERS, LLC | 1 | 1 | 0.06% | 0.32% | 0.58% | Q1 2018 | Q4 2022 | 2 |
Fortis Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Convergent Wealth Advisors | 2 | 2 | 0.17% | 0.19% | 0.21% | Q3 2013 | Q4 2013 | 2 |
Cornerstone Management, Inc. | 2 | 2 | 0.20% | 0.20% | 0.21% | Q1 2018 | Q2 2018 | 2 |
Spotlight Asset Group, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Spartan Planning & Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
TORONTO DOMINION BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
SECURITY NATIONAL TRUST CO | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2015 | Q2 2015 | 2 |
AlphaCore Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
INTEGRATED WEALTH COUNSEL, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q4 2016 | 2 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q2 2023 | 2 |
Concert Wealth Management Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2014 | Q2 2014 | 2 |
Castleview Partners, LLC | 1 | 1 | 0.25% | 0.53% | 0.82% | Q2 2021 | Q4 2021 | 2 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2021 | 2 |
Cooper Financial Group | 2 | 2 | 0.09% | 0.09% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Haverford Trust Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
BIP Wealth, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q2 2023 | 2 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 2 |
StoneX Group Inc. | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q3 2021 | 2 |
VALLEY WEALTH MANAGERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 2 |
Ahrens Investment Partners LLC | 2 | 2 | 0.09% | 0.21% | 0.33% | Q4 2022 | Q1 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Madden Advisory Services, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2015 | 2 |
BlackRock Institutional Trust Company, N.A. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2016 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q1 2015 | 2 |
Stonebridge Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 2 |
STEPHENS INC /AR/ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Bank Julius Baer & Co. Ltd, Zurich | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
SWAN Capital LLC | 1 | 1 | 0.64% | 0.73% | 0.81% | Q1 2023 | Q3 2023 | 2 |
SIMPLEX TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 2 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2021 | 2 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 2 |
CABOT WEALTH MANAGEMENT INC | 2 | 2 | 0.12% | 0.14% | 0.16% | Q2 2013 | Q3 2013 | 2 |
Diversified Trust Co | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
VECTOR WEALTH MANAGEMENT, LLC | 2 | 2 | 0.19% | 0.19% | 0.19% | Q4 2014 | Q1 2015 | 2 |
IHT Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
Greytown Advisors Inc. | 2 | 2 | 1.11% | 1.19% | 1.27% | Q3 2017 | Q4 2017 | 2 |
Hoxton Planning & Management, LLC | 2 | 2 | 0.17% | 0.20% | 0.24% | Q4 2022 | Q1 2023 | 2 |
Tarbox Family Office, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 1 | 1 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q2 2021 | 2 |
EXCHANGE TRADED CONCEPTS, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q4 2023 | 2 |
Manchester Capital Management LLC | 1 | 1 | 0.00% | 0.11% | 0.22% | Q4 2015 | Q2 2020 | 2 |
MAI Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 2 |
Grove Bank & Trust | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
Merit Financial Group, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
InterOcean Capital, LLC | 2 | 2 | 0.10% | 0.10% | 0.11% | Q3 2014 | Q4 2014 | 2 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2016 | 2 |
HAZLETT, BURT & WATSON, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
JARISLOWSKY, FRASER Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q2 2023 | 2 |
Davis Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
WEST PACES ADVISORS INC. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q4 2019 | 2 |
FAS Wealth Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
SECURITY CAPITAL RESEARCH & MANAGEMENT INC | 2 | 2 | 0.48% | 0.57% | 0.66% | Q1 2020 | Q2 2020 | 2 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q4 2017 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Financial Advantage, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2020 | 2 |
Pinnacle Wealth Management Advisory Group, LLC | 2 | 2 | 0.20% | 0.20% | 0.20% | Q4 2014 | Q1 2015 | 2 |
Morling Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
SOLARIS ASSET MANAGEMENT LLC | 2 | 2 | 0.01% | 0.16% | 0.30% | Q3 2017 | Q4 2017 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.14% | 0.15% | 0.16% | Q2 2023 | Q3 2023 | 2 |
MEEDER ASSET MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
First Allied Asset Management, Inc. | 2 | 2 | 0.52% | 0.54% | 0.57% | Q2 2014 | Q3 2014 | 2 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 2 |
McAdam, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
FLAGSTAR ADVISORS INC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q3 2021 | Q3 2022 | 2 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
WestHill Financial Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Vanguard Personalized Indexing Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Acorn Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
ERTS Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
HARVEST CAPITAL MANAGEMENT INC | 2 | 2 | 0.14% | 0.14% | 0.15% | Q2 2018 | Q3 2018 | 2 |
Capital Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2020 | 2 |
Stevard, LLC | 2 | 2 | 8.24% | 8.35% | 8.46% | Q4 2019 | Q1 2020 | 2 |
TimeScale Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 2 |
Standard Family Office LLC | 1 | 1 | 0.05% | 0.05% | 0.06% | Q1 2022 | Q3 2022 | 2 |
Rehmann Capital Advisory Group | 2 | 2 | 0.00% | 0.19% | 0.37% | Q2 2019 | Q3 2019 | 2 |
Latigo Investments, LLC | 2 | 2 | 2.85% | 2.86% | 2.86% | Q4 2021 | Q1 2022 | 2 |
Belvedere Trading LLC | 2 | 2 | 0.03% | 0.06% | 0.09% | Q2 2021 | Q3 2021 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 2 |
WFA of San Diego, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 2 |
BEACON TRUST CO | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q1 2015 | 2 |
Brouwer & Janachowski, LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q1 2014 | Q2 2015 | 2 |
Kathmere Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
FDx Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2017 | 2 |
BOSTON FAMILY OFFICE LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q2 2017 | 2 |
Virtu Financial LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q4 2018 | 2 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2020 | 2 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.02% | 0.06% | 0.09% | Q4 2020 | Q1 2022 | 2 |
OPPENHEIMER ASSET MANAGEMENT INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
MD Financial Management Inc. | 1 | 1 | 0.59% | 0.89% | 1.19% | Q2 2019 | Q4 2019 | 2 |
Annapolis Financial Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2018 | 2 |
INTREPID CAPITAL MANAGEMENT INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q4 2019 | 1 |
CNB Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Beacon Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
ASSET PLANNING CORPORATION | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2020 | Q4 2020 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
TRUST CO OF VERMONT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Vivaldi Capital Management LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Platte River Wealth Advisors, LLC | 1 | 1 | 1.08% | 1.08% | 1.08% | Q4 2019 | Q4 2019 | 1 |
Ruggie Capital Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
SHAPIRO ROBERT N | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Lake Point Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
JCIC Asset Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Creative Capital Management Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
IAM Advisory, LLC | 1 | 1 | 1.65% | 1.65% | 1.65% | Q2 2021 | Q2 2021 | 1 |
Connecticut Wealth Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q1 2023 | 1 |
First Citizens Asset Management, Inc. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2023 | Q1 2023 | 1 |
EMERSON INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
ST GERMAIN D J CO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Windsor Creek Advisors, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
WealthOne, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
FORT PITT CAPITAL GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Golden State Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
SYM FINANCIAL Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q4 2019 | Q4 2019 | 1 |
Valley Brook Capital Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
CLEARY GULL INC. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2015 | Q1 2015 | 1 |
RPg Family Wealth Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Exeter Financial, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2017 | Q4 2017 | 1 |
Placemark Investments, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Arlington Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Eukles Asset Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Prostatis Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Sageworth Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
McCarthy Grittinger Financial Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
Weil Company, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
Thrive Capital Management, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2020 | Q4 2020 | 1 |
Inscription Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
DB Wealth Management Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Sutton Wealth Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 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 |
Crow Point Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Bristlecone Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Counsel Portfolio Services Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2016 | Q2 2016 | 1 |
ATWOOD & PALMER INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Destiny Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Antonetti Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Heritage Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
SALEM INVESTMENT COUNSELORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Clear Creek Financial Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
SageView Advisory Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Avion Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Stanford Investment Group, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2014 | Q4 2014 | 1 |
HARBOR INVESTMENT ADVISORY, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Lansing Street Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Sandy Cove Advisors, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q1 2023 | Q1 2023 | 1 |
Washington Trust Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2013 | Q2 2013 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
ACG Wealth | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2015 | Q3 2015 | 1 |
Goodwin Investment Advisory | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
CAMBRIDGE TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Verity Asset Management, Inc. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2019 | Q2 2019 | 1 |
Mandatum Life Insurance Co Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Mill Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
Laird Norton Wetherby Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
STATE STREET CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Worth Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
LifePlan Financial Group, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Pacifica Partners Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
MATRIX PRIVATE CAPITAL GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Windsor Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Epstein & White Financial LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2018 | Q1 2018 | 1 |
Coyle Financial Counsel LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Gryphon Financial Partners LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q4 2018 | 1 |
NORTHSTAR ASSET MANAGEMENT INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
Squar Milner Financial Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
SG Americas Securities, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2018 | Q4 2018 | 1 |
FEDERATED HERMES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Private Capital Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
ARES MANAGEMENT LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
Leelyn Smith, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Zions Bancorporation, N.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Midwest Professional Planners, LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
KRS Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Capstone Triton Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Rossmore Private Capital | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
CABANA LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Virtue Capital Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2017 | Q4 2017 | 1 |
Graticule Asia Macro Advisors LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q1 2019 | Q1 2019 | 1 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Versant Capital Management, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Shamrock Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Apella Capital, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2023 | Q4 2023 | 1 |
Faithward Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
DecisionPoint Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Holloway Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
VitalStone Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
QUATTRO FINANCIAL ADVISORS LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2017 | Q3 2017 | 1 |
FIRST MERCHANTS CORP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2017 | Q3 2017 | 1 |
WealthTrust Fairport, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Clark Capital Management Group, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Silicon Valley Capital Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Archford Capital Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Torch Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
SteelBridge Private Wealth Advisors LLC | 1 | 1 | 1.99% | 1.99% | 1.99% | Q1 2018 | Q1 2018 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Align Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
WADE G W & INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
tru Independence LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
DT Investment Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Legacy Advisors, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2018 | Q1 2018 | 1 |
Buck Wealth Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Covenant Multifamily Offices, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Compass Ion Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Aprio Wealth Management, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2019 | Q4 2019 | 1 |
Landsberg, Bennett, & Dubbaneh LLC | 1 | 1 | 0.76% | 0.76% | 0.76% | Q4 2018 | Q4 2018 | 1 |
PrairieView Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Stuart Chaussee & Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
VALENTINE VENTURES LLC | 1 | 1 | 0.98% | 0.98% | 0.98% | Q4 2015 | Q4 2015 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2018 | Q4 2018 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
GLENMEDE TRUST CO NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
TCG Advisors, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
SITTNER & NELSON, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
GREENWOOD CAPITAL ASSOCIATES LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2021 | Q2 2021 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
REFRAME WEALTH, LLC | 1 | 1 | 0.69% | 0.69% | 0.69% | Q4 2022 | Q4 2022 | 1 |
Prestige Wealth Management Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Newport Capital Group, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2022 | Q3 2022 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Pacific Center for Financial Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
GoalVest Advisory LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Perpetual Ltd | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2020 | Q1 2020 | 1 |
Elite Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
GREENLEAF TRUST | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Permit Capital Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
Financial Insights, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
Winch Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Genesee Capital Advisors, LLC | 1 | 1 | 1.65% | 1.65% | 1.65% | Q2 2021 | Q2 2021 | 1 |
Trifecta Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Dynamic Advisor Solutions LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Herold Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
NVWM, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MGO ONE SEVEN LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
Johnson & White Wealth Management, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2022 | Q4 2022 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2017 | Q1 2017 | 1 |
Essex Financial Services, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2015 | Q2 2015 | 1 |
Spectrum Financial Alliance Ltd LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
BANK OF THE WEST | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q4 2022 | 1 |
Crabel Capital Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q1 2021 | 1 |
CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Palisades Hudson Asset Management, L.P. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q2 2021 | 1 |
CoreFirst Bank & Trust | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Strategic Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Athanor Capital, LP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2020 | Q1 2020 | 1 |
Corbenic Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
ICA Group Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Rinkey Investments | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Osbon Capital Management LLC | 1 | 1 | 3.77% | 3.77% | 3.77% | Q2 2019 | Q2 2019 | 1 |
Column Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
External links
This page lists all the filers that currently own VANGUARD INTL EQUITY INDEX F or have owned VANGUARD INTL EQUITY INDEX F in the past.