Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 62 |
MUFG Americas Holdings Corp | 48 | 48 | 0.01% | 0.03% | 0.09% | Q4 2010 | Q3 2022 | 48 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 47 |
Cutler Group LLC / CA | 16 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 46 |
Tortoise Investment Management, LLC | 44 | 44 | 0.84% | 1.12% | 1.43% | Q4 2012 | Q3 2023 | 44 |
TCI Wealth Advisors, Inc. | 44 | 44 | 0.09% | 0.51% | 1.11% | Q4 2012 | Q3 2023 | 44 |
COMMERCE BANK | 43 | 43 | 0.06% | 0.39% | 0.90% | Q1 2013 | Q3 2023 | 43 |
CENTRAL TRUST Co | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
CONNORS INVESTOR SERVICES INC | 42 | 42 | 0.25% | 0.33% | 0.45% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.04% | 0.12% | 0.31% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 42 | 42 | 0.00% | 0.90% | 1.78% | Q2 2013 | Q3 2023 | 42 |
EXENCIAL WEALTH ADVISORS, LLC | 33 | 9 | 0.12% | 0.45% | 1.67% | Q1 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Waverly Advisors, LLC | 42 | 42 | 0.09% | 0.25% | 0.72% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.00% | 0.05% | 0.18% | Q2 2013 | Q3 2023 | 42 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 42 | 42 | 0.04% | 1.08% | 2.67% | Q2 2013 | Q3 2023 | 42 |
Valmark Advisers, Inc. | 42 | 42 | 0.11% | 1.15% | 2.02% | Q2 2013 | Q3 2023 | 42 |
Camelot Portfolios, LLC | 42 | 42 | 0.16% | 0.78% | 1.42% | Q2 2013 | Q3 2023 | 42 |
Savant Capital, LLC | 42 | 42 | 0.03% | 0.29% | 1.32% | Q2 2013 | Q3 2023 | 42 |
Windham Capital Management, LLC | 42 | 42 | 0.42% | 3.64% | 8.19% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.01% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 42 |
Carlson Capital Management | 42 | 42 | 0.09% | 0.65% | 2.14% | Q2 2013 | Q3 2023 | 42 |
WEIK CAPITAL MANAGEMENT | 42 | 42 | 0.12% | 0.15% | 0.21% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Regal Investment Advisors LLC | 42 | 42 | 0.01% | 0.30% | 1.82% | Q2 2013 | Q3 2023 | 42 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 31 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
SouthState Corp | 41 | 41 | 0.04% | 0.09% | 0.13% | Q3 2013 | Q3 2023 | 41 |
Haverford Trust Co | 40 | 1 | 0.04% | 0.77% | 1.10% | Q2 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 41 |
Creative Planning | 33 | 8 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 41 |
JPMORGAN CHASE & CO | 41 | 41 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 41 |
ASSETMARK, INC | 41 | 41 | 0.31% | 0.53% | 1.16% | Q3 2013 | Q3 2023 | 41 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 25 | 16 | 0.06% | 0.42% | 0.91% | Q2 2013 | Q3 2023 | 41 |
Checchi Capital Advisers, LLC | 40 | 40 | 0.18% | 0.48% | 1.12% | Q4 2013 | Q3 2023 | 40 |
AMERIPRISE FINANCIAL INC | 34 | 6 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 40 |
FIFTH THIRD BANCORP | 36 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 40 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 39 | 1 | 0.01% | 0.12% | 0.20% | Q2 2013 | Q3 2023 | 40 |
Cambridge Investment Research Advisors, Inc. | 40 | 40 | 0.01% | 0.04% | 0.12% | Q4 2013 | Q3 2023 | 40 |
LINCOLN NATIONAL CORP | 40 | 40 | 0.55% | 0.90% | 1.94% | Q4 2013 | Q3 2023 | 40 |
Pure Financial Advisors, LLC | 22 | 18 | 0.05% | 1.56% | 3.93% | Q2 2013 | Q4 2023 | 40 |
BESSEMER GROUP INC | 36 | 3 | 0.05% | 0.24% | 1.05% | Q2 2013 | Q3 2023 | 39 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 39 | 39 | 0.02% | 0.04% | 0.09% | Q1 2014 | Q3 2023 | 39 |
BRIGHTON JONES LLC | 26 | 13 | 0.02% | 0.15% | 0.40% | Q4 2013 | Q3 2023 | 39 |
WBH ADVISORY INC | 22 | 3 | 0.03% | 0.09% | 0.20% | Q2 2013 | Q3 2023 | 39 |
DUNCKER STREETT & CO INC | 39 | 39 | 0.07% | 0.18% | 0.31% | Q1 2014 | Q3 2023 | 39 |
Texas Yale Capital Corp. | 39 | 39 | 0.06% | 0.24% | 0.37% | Q1 2014 | Q3 2023 | 39 |
GOFEN & GLOSSBERG LLC /IL/ | 39 | 39 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q4 2022 | 39 |
Portland Global Advisors LLC | 38 | 38 | 0.40% | 1.54% | 2.06% | Q2 2014 | Q3 2023 | 38 |
Advisory Services Network, LLC | 27 | 11 | 0.03% | 0.09% | 0.26% | Q1 2014 | Q3 2023 | 38 |
DOWLING & YAHNKE LLC | 38 | 38 | 0.01% | 0.13% | 0.33% | Q2 2013 | Q3 2022 | 38 |
CONGRESS ASSET MANAGEMENT CO /MA | 32 | 6 | 0.03% | 0.11% | 0.41% | Q1 2014 | Q3 2023 | 38 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 37 | 37 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2022 | 37 |
Personal Capital Advisors Corp | 37 | 37 | 1.28% | 1.94% | 2.49% | Q4 2013 | Q4 2022 | 37 |
Covington Capital Management | 30 | 7 | 0.02% | 0.07% | 0.19% | Q2 2013 | Q3 2022 | 37 |
STIFEL FINANCIAL CORP | 37 | 37 | 0.00% | 0.04% | 0.07% | Q3 2014 | Q3 2023 | 37 |
REGENTATLANTIC CAPITAL LLC | 36 | 36 | 0.01% | 0.09% | 0.35% | Q4 2013 | Q3 2022 | 36 |
MOLLER WEALTH PARTNERS | 27 | 1 | 0.22% | 3.03% | 9.85% | Q2 2013 | Q3 2023 | 36 |
Boston Standard Wealth Management, LLC | 22 | 14 | 0.18% | 0.93% | 1.61% | Q4 2014 | Q4 2023 | 36 |
Chicago Partners Investment Group LLC | 36 | 36 | 0.01% | 0.07% | 0.30% | Q4 2014 | Q3 2023 | 36 |
FRANKLIN RESOURCES INC | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
OPPENHEIMER & CO INC | 36 | 36 | 0.02% | 0.05% | 0.08% | Q4 2014 | Q3 2023 | 36 |
Janney Montgomery Scott LLC | 28 | 8 | 0.01% | 0.07% | 0.14% | Q1 2014 | Q3 2023 | 36 |
Family Firm, Inc. | 36 | 36 | 0.80% | 1.10% | 1.35% | Q4 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q3 2023 | 36 |
AllSquare Wealth Management LLC | 36 | 36 | 0.34% | 0.53% | 0.89% | Q4 2014 | Q3 2023 | 36 |
First Horizon Advisors, Inc. | 36 | 36 | 0.00% | 0.42% | 0.71% | Q4 2014 | Q3 2023 | 36 |
Voya Financial Advisors, Inc. | 35 | 35 | 0.04% | 0.29% | 0.69% | Q1 2015 | Q3 2023 | 35 |
KEYBANK NATIONAL ASSOCIATION/OH | 35 | 35 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 35 |
Clark Capital Management Group, Inc. | 24 | 1 | 0.02% | 0.15% | 0.79% | Q2 2014 | Q3 2023 | 34 |
Charles Schwab Investment Advisory, Inc. | 33 | 1 | 0.01% | 0.20% | 0.36% | Q4 2014 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q3 2023 | 34 |
WHITTIER TRUST CO OF NEVADA INC | 34 | 34 | 0.00% | 0.04% | 0.07% | Q1 2014 | Q2 2022 | 34 |
MISSION WEALTH MANAGEMENT, LP | 34 | 34 | 0.08% | 0.21% | 0.62% | Q2 2015 | Q3 2023 | 34 |
Franklin, Parlapiano, Turner & Welch, LLC | 30 | 4 | 0.08% | 0.63% | 3.17% | Q4 2012 | Q3 2023 | 34 |
Alexandria Capital, LLC | 34 | 34 | 0.27% | 1.19% | 3.14% | Q2 2013 | Q3 2021 | 34 |
RAYMOND JAMES & ASSOCIATES | 34 | 34 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 34 |
Bank of New York Mellon Corp | 34 | 34 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 34 |
ARGI Investment Services, LLC | 34 | 34 | 0.87% | 1.42% | 1.97% | Q3 2014 | Q4 2022 | 34 |
Barrett Asset Management, LLC | 32 | 1 | 0.01% | 0.02% | 0.22% | Q2 2013 | Q1 2022 | 33 |
Cetera Advisors LLC | 33 | 33 | 0.03% | 0.06% | 0.13% | Q3 2015 | Q3 2023 | 33 |
GLENMEDE TRUST CO NA | 20 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 33 |
SOL Capital Management CO | 33 | 33 | 0.09% | 0.29% | 0.40% | Q3 2015 | Q3 2023 | 33 |
Johnson Financial Group, Inc. | 30 | 3 | 0.00% | 0.06% | 0.63% | Q1 2015 | Q3 2023 | 33 |
GOLDMAN SACHS GROUP INC | 24 | 1 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q3 2023 | 32 |
Colorado Capital Management, Inc. | 32 | 32 | 1.88% | 3.56% | 5.23% | Q4 2015 | Q3 2023 | 32 |
Klingman & Associates, LLC | 24 | 8 | 0.02% | 0.09% | 0.26% | Q4 2014 | Q3 2023 | 32 |
Moisand Fitzgerald Tamayo, LLC | 32 | 32 | 0.08% | 0.49% | 1.09% | Q4 2015 | Q3 2023 | 32 |
ELM ADVISORS, LLC | 29 | 3 | 0.19% | 0.45% | 0.74% | Q1 2014 | Q1 2022 | 32 |
BlackRock Inc. | 32 | 32 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 32 |
Gemmer Asset Management LLC | 32 | 32 | 0.00% | 0.02% | 0.08% | Q2 2014 | Q1 2022 | 32 |
North Star Investment Management Corp. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2023 | 32 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 1 | 0.00% | 0.04% | 0.18% | Q4 2013 | Q3 2023 | 32 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q3 2023 | 31 |
Raymond James Financial Services Advisors, Inc. | 19 | 1 | 0.00% | 0.01% | 0.08% | Q4 2014 | Q3 2023 | 31 |
Asset Dedication, LLC | 26 | 5 | 0.00% | 0.07% | 0.15% | Q4 2015 | Q3 2023 | 31 |
JONES FINANCIAL COMPANIES LLLP | 31 | 31 | 0.00% | 1.49% | 3.92% | Q1 2016 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.00% | 0.03% | Q1 2016 | Q3 2023 | 31 |
B. Riley Wealth Advisors, Inc. | 28 | 1 | 0.00% | 0.03% | 0.09% | Q2 2014 | Q3 2023 | 31 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.03% | 0.41% | Q2 2013 | Q3 2023 | 31 |
Private Advisor Group, LLC | 17 | 1 | 0.00% | 0.03% | 0.09% | Q3 2014 | Q3 2023 | 31 |
Cornerstone Advisors, Inc. | 30 | 30 | 0.09% | 1.80% | 3.61% | Q2 2013 | Q3 2020 | 30 |
NORTHERN TRUST CORP | 26 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 30 |
NWAM LLC | 30 | 30 | 0.03% | 0.17% | 0.30% | Q1 2016 | Q2 2023 | 30 |
Drexel Morgan & Co. | 23 | 7 | 0.08% | 0.37% | 0.93% | Q2 2013 | Q2 2021 | 30 |
INVESTMENT PARTNERS, LTD. | 30 | 30 | 0.24% | 0.91% | 1.43% | Q2 2016 | Q3 2023 | 30 |
Dorsey & Whitney Trust CO LLC | 29 | 29 | 0.05% | 0.10% | 0.15% | Q3 2016 | Q3 2023 | 29 |
Symmetry Partners, LLC | 29 | 29 | 1.57% | 3.12% | 5.46% | Q4 2016 | Q4 2023 | 29 |
SVA Wealth Management, LLC | 29 | 29 | 0.06% | 0.20% | 0.54% | Q4 2013 | Q4 2020 | 29 |
St. Louis Trust Co | 29 | 29 | 0.20% | 0.47% | 0.85% | Q3 2016 | Q3 2023 | 29 |
BAHL & GAYNOR INC | 16 | 12 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q1 2023 | 28 |
Fusion Family Wealth LLC | 28 | 28 | 0.84% | 5.04% | 6.75% | Q4 2016 | Q3 2023 | 28 |
Evanson Asset Management, LLC | 16 | 2 | 0.02% | 0.14% | 0.28% | Q4 2015 | Q3 2023 | 28 |
NORTHWEST WEALTH MANAGEMENT, LLC | 28 | 28 | 0.17% | 1.44% | 3.84% | Q4 2016 | Q3 2023 | 28 |
GFS Advisors, LLC | 28 | 28 | 0.14% | 0.37% | 0.54% | Q4 2016 | Q3 2023 | 28 |
FDx Advisors, Inc. | 28 | 28 | 0.07% | 0.36% | 0.82% | Q4 2016 | Q3 2023 | 28 |
HUNTINGTON NATIONAL BANK | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2010 | Q3 2023 | 28 |
REGIONS FINANCIAL CORP | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
JANE STREET GROUP, LLC | 6 | 1 | 0.00% | 0.04% | 0.15% | Q1 2014 | Q3 2023 | 28 |
Liberty Capital Management, Inc. | 12 | 1 | 0.01% | 0.14% | 0.22% | Q3 2013 | Q3 2023 | 28 |
ASSOCIATED BANC-CORP | 26 | 1 | 0.01% | 0.10% | 0.17% | Q1 2014 | Q4 2021 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.01% | 0.16% | 0.46% | Q4 2016 | Q3 2023 | 28 |
Advisory Alpha, LLC | 20 | 7 | 0.00% | 3.26% | 6.58% | Q4 2013 | Q3 2020 | 27 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 27 | 27 | 0.74% | 1.55% | 2.55% | Q1 2017 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q4 2019 | 27 |
Kohmann Bosshard Financial Services, LLC | 25 | 2 | 0.22% | 0.78% | 2.05% | Q4 2016 | Q3 2023 | 27 |
BLB&B Advisors, LLC | 27 | 27 | 0.03% | 0.08% | 0.16% | Q2 2013 | Q4 2019 | 27 |
First Allied Advisory Services, Inc. | 26 | 1 | 0.02% | 0.11% | 0.22% | Q2 2013 | Q3 2020 | 27 |
CAPITAL ADVISORS INC/OK | 27 | 27 | 0.02% | 0.15% | 0.31% | Q1 2017 | Q3 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 27 |
BALDWIN BROTHERS LLC/MA | 27 | 27 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q4 2023 | 27 |
CONDOR CAPITAL MANAGEMENT | 27 | 27 | 0.25% | 0.36% | 0.50% | Q2 2013 | Q4 2019 | 27 |
CAPTRUST FINANCIAL ADVISORS | 23 | 1 | 0.00% | 0.07% | 1.59% | Q3 2013 | Q3 2023 | 26 |
FLAGSHIP HARBOR ADVISORS, LLC | 26 | 26 | 0.02% | 0.07% | 0.10% | Q4 2016 | Q1 2023 | 26 |
HighTower Advisors, LLC | 14 | 1 | 0.00% | 0.02% | 0.05% | Q2 2014 | Q3 2023 | 26 |
Parkside Financial Bank & Trust | 26 | 26 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q3 2023 | 26 |
Baker Ellis Asset Management LLC | 26 | 26 | 0.03% | 0.23% | 0.71% | Q2 2017 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.04% | 0.06% | 0.12% | Q2 2017 | Q3 2023 | 26 |
Perkins Coie Trust Co | 26 | 26 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q1 2023 | 26 |
NewSquare Capital LLC | 22 | 4 | 0.00% | 0.10% | 0.26% | Q3 2014 | Q3 2023 | 26 |
BLAIR WILLIAM & CO/IL | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 26 |
Steward Partners Investment Advisory, LLC | 18 | 8 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 26 |
Cedar Wealth Management, LLC | 25 | 25 | 0.00% | 0.15% | 0.37% | Q4 2015 | Q4 2021 | 25 |
DAVENPORT & Co LLC | 25 | 25 | 0.01% | 0.03% | 0.06% | Q3 2017 | Q3 2023 | 25 |
FACTORY MUTUAL INSURANCE CO | 25 | 25 | 0.42% | 0.48% | 0.59% | Q2 2013 | Q2 2019 | 25 |
Cornerstone Wealth Management, LLC | 22 | 3 | 0.05% | 0.16% | 0.24% | Q2 2017 | Q3 2023 | 25 |
J.P. Morgan Private Wealth Advisors LLC | 12 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2023 | 25 |
Merriman Wealth Management, LLC | 16 | 1 | 0.04% | 0.37% | 2.91% | Q3 2013 | Q3 2023 | 25 |
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 15 | 9 | 0.15% | 0.36% | 0.57% | Q2 2013 | Q3 2023 | 24 |
CIBC Private Wealth Group, LLC | 13 | 11 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 24 |
PrairieView Partners, LLC | 24 | 24 | 2.46% | 2.80% | 3.03% | Q4 2017 | Q3 2023 | 24 |
Ironwood Financial, llc | 14 | 2 | 0.00% | 0.03% | 0.28% | Q4 2014 | Q3 2023 | 24 |
C M BIDWELL & ASSOCIATES LTD | 24 | 24 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 24 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 23 | 1 | 0.00% | 0.01% | 0.06% | Q4 2014 | Q3 2023 | 24 |
Armbruster Capital Management, Inc. | 17 | 1 | 0.05% | 0.17% | 0.38% | Q4 2015 | Q2 2023 | 24 |
FIRST NATIONAL TRUST CO | 24 | 24 | 0.02% | 0.21% | 0.37% | Q4 2017 | Q3 2023 | 24 |
WELCH & FORBES LLC | 24 | 24 | 0.02% | 0.04% | 0.11% | Q4 2017 | Q3 2023 | 24 |
PDS Planning, Inc | 24 | 24 | 0.30% | 0.95% | 1.63% | Q4 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.06% | 0.22% | Q4 2017 | Q3 2023 | 24 |
Trilogy Capital Inc. | 24 | 24 | 0.13% | 1.27% | 2.42% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.25% | 0.37% | 0.51% | Q4 2017 | Q3 2023 | 24 |
Choate Investment Advisors | 21 | 1 | 0.00% | 0.35% | 1.86% | Q2 2013 | Q2 2021 | 24 |
BOK Financial Private Wealth, Inc. | 24 | 24 | 0.03% | 0.30% | 0.53% | Q2 2013 | Q1 2019 | 24 |
Larson Financial Group LLC | 24 | 24 | 0.12% | 0.76% | 3.91% | Q4 2017 | Q3 2023 | 24 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 14 | 1 | 0.02% | 0.12% | 0.24% | Q2 2010 | Q1 2019 | 24 |
Johnson Financial Group, LLC | 14 | 4 | 0.04% | 0.18% | 1.69% | Q1 2017 | Q3 2023 | 23 |
FMR LLC | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
ATLAS CAPITAL ADVISORS LLC | 23 | 23 | 0.43% | 1.13% | 1.86% | Q1 2018 | Q3 2023 | 23 |
MOTCO | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
VANGUARD GROUP INC | 19 | 4 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2021 | 23 |
Evercore Wealth Management, LLC | 15 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 23 |
NEXT Financial Group, Inc | 7 | 5 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q4 2021 | 23 |
Brand Asset Management Group, Inc. | 22 | 22 | 0.12% | 0.23% | 0.41% | Q2 2018 | Q3 2023 | 22 |
TD Capital Management LLC | 11 | 3 | 0.00% | 1.19% | 3.42% | Q2 2013 | Q3 2023 | 22 |
LODESTAR INVESTMENT COUNSEL LLC/IL | 22 | 22 | 0.02% | 0.04% | 0.08% | Q1 2014 | Q2 2019 | 22 |
Lourd Capital, LLC | 19 | 3 | 0.02% | 0.07% | 0.38% | Q2 2013 | Q2 2019 | 22 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 20 | 1 | 0.04% | 0.89% | 1.28% | Q1 2017 | Q3 2023 | 22 |
Capital Investment Advisors, LLC | 18 | 4 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q4 2023 | 22 |
MADISON INVESTMENT HOLDINGS INC | 22 | 22 | 0.01% | 0.08% | 0.71% | Q2 2013 | Q3 2018 | 22 |
Fiera Capital Corp | 13 | 9 | 0.00% | 0.02% | 0.11% | Q1 2017 | Q3 2023 | 22 |
Columbus Macro, LLC | 22 | 22 | 0.47% | 0.81% | 1.39% | Q2 2018 | Q3 2023 | 22 |
CWM, LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 22 |
Arete Wealth Advisors, LLC | 22 | 22 | 0.02% | 0.57% | 1.85% | Q3 2017 | Q4 2022 | 22 |
Hanson & Doremus Investment Management | 22 | 22 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2022 | 22 |
SEI INVESTMENTS CO | 22 | 22 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2020 | 22 |
Cassaday & Co Inc. | 22 | 22 | 0.01% | 2.69% | 18.05% | Q4 2014 | Q1 2020 | 22 |
NATIXIS ADVISORS, L.P. | 22 | 22 | 0.07% | 0.67% | 1.11% | Q2 2018 | Q3 2023 | 22 |
ZACKS INVESTMENT MANAGEMENT | 14 | 1 | 0.01% | 0.02% | 0.06% | Q3 2016 | Q3 2022 | 21 |
Heritage Way Advisors, LLC | 21 | 21 | 0.71% | 1.18% | 1.92% | Q4 2016 | Q4 2021 | 21 |
MCF Advisors LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 21 |
Atria Investments, Inc | 16 | 2 | 0.01% | 0.06% | 0.14% | Q1 2016 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 21 |
Financial Architects, Inc | 18 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q2 2020 | 21 |
STEPHENS INC /AR/ | 14 | 7 | 0.01% | 0.02% | 0.04% | Q2 2015 | Q3 2022 | 21 |
Modera Wealth Management, LLC | 12 | 9 | 0.09% | 0.29% | 0.66% | Q2 2013 | Q3 2023 | 21 |
FINANCIAL COUNSELORS INC | 21 | 21 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 21 |
StrategIQ Financial Group, LLC | 18 | 3 | 0.04% | 0.57% | 1.33% | Q4 2015 | Q2 2021 | 21 |
Sunesis Advisors, LLC | 20 | 1 | 0.90% | 1.41% | 2.28% | Q2 2018 | Q3 2023 | 21 |
Harbour Capital Advisors, LLC | 21 | 21 | 0.38% | 0.63% | 1.00% | Q4 2018 | Q4 2023 | 21 |
THRIVENT FINANCIAL FOR LUTHERANS | 19 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2022 | 20 |
First PREMIER Bank | 20 | 20 | 0.02% | 0.04% | 0.07% | Q3 2017 | Q2 2022 | 20 |
Cedar Brook Financial Partners, LLC | 20 | 20 | 0.06% | 0.11% | 0.14% | Q4 2018 | Q3 2023 | 20 |
Cetera Advisor Networks LLC | 20 | 20 | 0.01% | 0.02% | 0.06% | Q4 2018 | Q3 2023 | 20 |
INTRUST BANK NA | 20 | 20 | 0.06% | 0.17% | 0.25% | Q4 2018 | Q3 2023 | 20 |
GHP Investment Advisors, Inc. | 20 | 20 | 0.13% | 0.38% | 0.90% | Q4 2018 | Q3 2023 | 20 |
FAS Wealth Partners, Inc. | 20 | 20 | 0.02% | 0.08% | 0.24% | Q4 2018 | Q3 2023 | 20 |
Legacy Bridge, LLC | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Cresset Asset Management, LLC | 20 | 20 | 0.00% | 0.02% | 0.09% | Q4 2018 | Q3 2023 | 20 |
Pinnacle Bancorp, Inc. | 20 | 20 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 20 |
MATHER GROUP, LLC. | 20 | 20 | 0.13% | 0.28% | 0.44% | Q4 2018 | Q3 2023 | 20 |
Capital Investment Advisory Services, LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
MANAGED ACCOUNT SERVICES INC | 20 | 20 | 0.19% | 1.61% | 2.74% | Q4 2016 | Q3 2021 | 20 |
Private Portfolio Partners LLC | 20 | 20 | 0.38% | 0.54% | 0.79% | Q4 2018 | Q3 2023 | 20 |
Alera Investment Advisors, LLC | 20 | 20 | 0.19% | 1.41% | 3.35% | Q4 2018 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.02% | 0.04% | 0.09% | Q4 2018 | Q3 2023 | 20 |
Resource Planning Group | 14 | 6 | 0.19% | 0.33% | 0.45% | Q3 2018 | Q3 2023 | 20 |
Capital Analysts, LLC | 12 | 2 | 0.00% | 0.12% | 0.67% | Q2 2014 | Q3 2023 | 20 |
IndexIQ Advisors LLC | 20 | 20 | 0.01% | 0.96% | 2.44% | Q2 2017 | Q1 2022 | 20 |
EVERGREEN CAPITAL MANAGEMENT LLC | 20 | 20 | 0.02% | 0.04% | 0.05% | Q4 2018 | Q3 2023 | 20 |
One Day In July LLC | 20 | 20 | 0.57% | 1.60% | 3.72% | Q4 2018 | Q3 2023 | 20 |
Opus Capital Group, LLC | 20 | 20 | 0.12% | 0.28% | 0.55% | Q4 2018 | Q3 2023 | 20 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 19 | 19 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
Summit Financial, LLC | 16 | 3 | 0.03% | 0.05% | 0.06% | Q4 2018 | Q3 2023 | 19 |
Kovitz Investment Group Partners, LLC | 19 | 19 | 0.05% | 0.08% | 0.11% | Q1 2019 | Q3 2023 | 19 |
UMB Bank, n.a. | 19 | 19 | 0.01% | 0.04% | 0.15% | Q1 2019 | Q3 2023 | 19 |
Fortis Advisors, LLC | 19 | 19 | 0.00% | 0.02% | 0.07% | Q1 2019 | Q3 2023 | 19 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 19 | 19 | 0.23% | 0.40% | 0.72% | Q1 2019 | Q3 2023 | 19 |
BARCLAYS PLC | 18 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 19 |
Palisades Hudson Asset Management, L.P. | 15 | 4 | 0.18% | 0.43% | 0.55% | Q3 2016 | Q3 2023 | 19 |
Integrated Wealth Concepts LLC | 12 | 7 | 0.01% | 0.04% | 0.22% | Q2 2018 | Q3 2023 | 19 |
ROPES WEALTH ADVISORS LLC | 14 | 5 | 0.00% | 0.15% | 0.33% | Q3 2017 | Q3 2023 | 19 |
Schoolcraft Capital LLC | 19 | 19 | 0.26% | 0.45% | 0.82% | Q1 2019 | Q3 2023 | 19 |
SAGE RHINO CAPITAL LLC | 19 | 19 | 1.02% | 1.72% | 3.45% | Q1 2019 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 17 | 2 | 0.00% | 0.14% | 0.27% | Q2 2017 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.02% | 0.07% | 0.14% | Q1 2019 | Q3 2023 | 19 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 18 | 18 | 0.02% | 0.04% | 0.06% | Q2 2019 | Q3 2023 | 18 |
Ridgewood Investments LLC | 8 | 2 | 0.06% | 0.16% | 0.19% | Q1 2018 | Q2 2023 | 18 |
Wealthcare Advisory Partners LLC | 13 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 18 |
Winslow, Evans & Crocker, Inc. | 13 | 5 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q2 2018 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.09% | 0.25% | 0.42% | Q2 2013 | Q3 2017 | 18 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 13 | 1 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 18 |
Baystate Wealth Management LLC | 15 | 3 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 18 |
Tillar-Wenstrup Advisors, LLC | 18 | 18 | 1.14% | 1.81% | 2.21% | Q2 2014 | Q3 2018 | 18 |
Redwood Investment Management, LLC | 6 | 4 | 0.59% | 0.90% | 1.23% | Q4 2017 | Q3 2023 | 18 |
Renaissance Technologies | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2023 | 18 |
TD Ameritrade Trust Co | 18 | 18 | 0.92% | 1.35% | 1.71% | Q2 2013 | Q3 2017 | 18 |
Dai-ichi Life Insurance Company, Ltd | 14 | 4 | 0.01% | 0.06% | 0.10% | Q1 2019 | Q3 2023 | 18 |
Independence Advisors, LLC | 18 | 18 | 0.99% | 1.91% | 2.79% | Q2 2016 | Q3 2020 | 18 |
Keel Point, LLC | 14 | 4 | 0.03% | 0.67% | 2.88% | Q4 2018 | Q3 2023 | 18 |
Bedel Financial Consulting, Inc. | 17 | 1 | 0.04% | 0.08% | 0.12% | Q1 2018 | Q2 2023 | 18 |
Gradient Investments LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 18 |
QS Investors, LLC | 18 | 18 | 0.77% | 1.11% | 2.00% | Q2 2013 | Q3 2017 | 18 |
Pensionmark Financial Group, LLC | 18 | 18 | 0.05% | 0.10% | 0.14% | Q4 2018 | Q1 2023 | 18 |
OLD MISSION CAPITAL LLC | 3 | 1 | 0.02% | 0.31% | 1.14% | Q1 2016 | Q3 2023 | 18 |
Veritable, L.P. | 9 | 9 | 0.01% | 0.01% | 0.03% | Q4 2013 | Q4 2022 | 18 |
Csenge Advisory Group | 17 | 1 | 0.03% | 0.08% | 0.19% | Q3 2018 | Q3 2023 | 18 |
JANICZEK WEALTH MANAGEMENT, LLC | 18 | 18 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 18 |
Asset Planning Services, Ltd. | 18 | 18 | 0.06% | 0.10% | 0.15% | Q2 2015 | Q3 2019 | 18 |
Bartlett & Co. LLC | 16 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2023 | 18 |
JOHNSON INVESTMENT COUNSEL INC | 17 | 17 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Bridgeworth, LLC | 14 | 1 | 0.06% | 0.18% | 0.29% | Q4 2016 | Q2 2022 | 17 |
Elm Partners Management LLC | 14 | 3 | 0.03% | 0.99% | 3.13% | Q4 2018 | Q3 2023 | 17 |
FORVIS Wealth Advisors, LLC | 10 | 7 | 0.04% | 0.13% | 0.25% | Q3 2013 | Q3 2023 | 17 |
WASHINGTON TRUST BANK | 13 | 4 | 0.01% | 0.02% | 0.04% | Q1 2014 | Q3 2018 | 17 |
IFG Advisors, LLC | 17 | 17 | 1.96% | 2.66% | 3.53% | Q3 2019 | Q3 2023 | 17 |
MD Financial Management Inc. | 17 | 17 | 2.54% | 4.41% | 5.86% | Q4 2017 | Q4 2021 | 17 |
ALLIANCEBERNSTEIN L.P. | 13 | 4 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q3 2023 | 17 |
Black Diamond Financial, LLC | 15 | 2 | 0.06% | 0.32% | 0.86% | Q4 2018 | Q2 2023 | 17 |
Anchor Investment Management, LLC | 13 | 4 | 0.00% | 0.02% | 0.05% | Q1 2016 | Q4 2023 | 17 |
NAPLES GLOBAL ADVISORS, LLC | 7 | 1 | 0.04% | 0.08% | 0.14% | Q4 2013 | Q3 2023 | 17 |
Baldrige Asset Management LLC | 17 | 17 | 0.33% | 0.53% | 1.10% | Q1 2019 | Q1 2023 | 17 |
Valeo Financial Advisors, LLC | 15 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 17 |
Allworth Financial LP | 14 | 3 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 17 |
Aveo Capital Partners, LLC | 7 | 1 | 0.03% | 0.08% | 0.14% | Q3 2018 | Q3 2023 | 17 |
D.A. DAVIDSON & CO. | 17 | 17 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2017 | 17 |
Full Sail Capital, LLC | 17 | 17 | 0.73% | 2.45% | 3.03% | Q3 2019 | Q3 2023 | 17 |
IAG Wealth Partners, LLC | 16 | 16 | 0.03% | 0.39% | 0.56% | Q4 2019 | Q3 2023 | 16 |
Diversified Trust Co | 13 | 3 | 0.02% | 0.02% | 0.03% | Q4 2016 | Q2 2021 | 16 |
PRIO WEALTH LIMITED PARTNERSHIP | 14 | 2 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 16 |
Center for Financial Planning, Inc. | 16 | 16 | 0.15% | 0.22% | 0.34% | Q4 2019 | Q3 2023 | 16 |
Strategic Financial Planning, Inc. | 16 | 16 | 0.64% | 5.52% | 8.56% | Q4 2019 | Q3 2023 | 16 |
PARK AVENUE SECURITIES LLC | 11 | 1 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Ballentine Partners, LLC | 15 | 1 | 0.01% | 0.09% | 0.17% | Q3 2019 | Q3 2023 | 16 |
Brickley Wealth Management | 10 | 6 | 0.04% | 0.81% | 2.72% | Q4 2017 | Q4 2021 | 16 |
Visionary Wealth Advisors | 16 | 16 | 0.02% | 0.45% | 0.90% | Q4 2019 | Q3 2023 | 16 |
Zhang Financial LLC | 16 | 16 | 0.11% | 0.20% | 0.25% | Q4 2019 | Q3 2023 | 16 |
Resonant Capital Advisors, LLC | 16 | 16 | 0.07% | 0.61% | 0.88% | Q4 2019 | Q3 2023 | 16 |
RAND WEALTH, LLC | 16 | 16 | 0.71% | 1.88% | 2.95% | Q4 2014 | Q3 2018 | 16 |
DEUTSCHE BANK AG\ | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 16 |
BADGLEY PHELPS & BELL INC | 16 | 16 | 0.61% | 0.99% | 1.60% | Q2 2013 | Q1 2017 | 16 |
Paracle Advisors, LLC | 16 | 16 | 0.05% | 0.47% | 0.96% | Q2 2017 | Q1 2021 | 16 |
LPWM LLC | 16 | 16 | 0.97% | 1.42% | 1.94% | Q4 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
WFG Advisors, LP | 11 | 5 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2017 | 16 |
Tower Research Capital LLC (TRC) | 14 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2023 | 16 |
LWS Wealth Advisors, Inc. | 16 | 16 | 1.77% | 2.25% | 2.57% | Q4 2019 | Q3 2023 | 16 |
Farmers National Bank | 9 | 2 | 0.04% | 0.17% | 0.70% | Q4 2014 | Q2 2019 | 16 |
CAUSEWAY CAPITAL MANAGEMENT LLC | 5 | 1 | 0.00% | 0.06% | 0.21% | Q3 2015 | Q3 2023 | 16 |
Riverview Trust Co | 16 | 16 | 0.29% | 0.45% | 0.64% | Q4 2018 | Q3 2022 | 16 |
Apella Capital, LLC | 12 | 3 | 1.16% | 1.94% | 2.91% | Q1 2020 | Q4 2023 | 15 |
Maltin Wealth Management, Inc. | 15 | 15 | 1.53% | 2.63% | 3.09% | Q1 2020 | Q3 2023 | 15 |
Mariner, LLC | 10 | 1 | 0.00% | 0.15% | 2.13% | Q4 2013 | Q3 2023 | 15 |
SeaBridge Investment Advisors LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
RWA WEALTH PARTNERS, LLC | 15 | 15 | 0.07% | 0.77% | 4.86% | Q1 2020 | Q3 2023 | 15 |
WealthTrust Fairport, LLC | 10 | 5 | 0.01% | 1.58% | 2.91% | Q2 2013 | Q1 2019 | 15 |
McCarthy Grittinger Financial Group, LLC | 15 | 15 | 2.36% | 3.78% | 4.34% | Q1 2020 | Q3 2023 | 15 |
CAROLINAS WEALTH CONSULTING LLC | 15 | 15 | 0.01% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
TRUSTCORE FINANCIAL SERVICES, LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q4 2022 | 15 |
Trellis Advisors, LLC | 15 | 15 | 0.66% | 0.81% | 0.90% | Q1 2020 | Q3 2023 | 15 |
PEAPACK GLADSTONE FINANCIAL CORP | 15 | 15 | 0.16% | 0.24% | 0.32% | Q1 2020 | Q3 2023 | 15 |
PBMares Wealth Management LLC | 15 | 15 | 0.10% | 0.54% | 1.10% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.02% | 0.06% | 0.11% | Q2 2016 | Q4 2019 | 15 |
Disciplined Investments, LLC | 15 | 15 | 0.04% | 0.06% | 0.09% | Q4 2019 | Q2 2023 | 15 |
Private Ocean, LLC | 5 | 2 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 15 |
Vivaldi Capital Management LP | 9 | 1 | 0.05% | 0.09% | 0.21% | Q4 2018 | Q4 2022 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.07% | 0.25% | Q2 2013 | Q4 2016 | 15 |
Heartwood Wealth Advisors LLC | 15 | 15 | 0.05% | 0.08% | 0.10% | Q4 2019 | Q2 2023 | 15 |
Red Door Wealth Management, LLC | 15 | 15 | 0.07% | 0.14% | 0.21% | Q1 2020 | Q3 2023 | 15 |
HOWE & RUSLING INC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 15 |
SVB WEALTH LLC | 15 | 15 | 0.14% | 0.19% | 0.27% | Q1 2020 | Q3 2023 | 15 |
Cambria Investment Management, L.P. | 15 | 15 | 0.04% | 0.36% | 0.90% | Q4 2014 | Q2 2018 | 15 |
Patten Group, Inc. | 14 | 1 | 0.01% | 0.02% | 0.07% | Q4 2014 | Q3 2018 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.02% | 0.04% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Bogart Wealth, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
ASPIRIANT, LLC | 12 | 1 | 0.02% | 0.35% | 1.71% | Q2 2018 | Q3 2023 | 15 |
Clearstead Advisors, LLC | 15 | 15 | 0.00% | 0.01% | 0.10% | Q1 2020 | Q3 2023 | 15 |
AE Wealth Management LLC | 14 | 14 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Retirement Group, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 14 |
CITIZENS & NORTHERN CORP | 14 | 14 | 0.57% | 0.76% | 0.91% | Q2 2014 | Q3 2017 | 14 |
Guidance Point Advisors, LLC | 14 | 14 | 0.09% | 0.12% | 0.14% | Q2 2020 | Q3 2023 | 14 |
Sageworth Trust Co | 13 | 1 | 0.00% | 2.17% | 3.97% | Q4 2018 | Q2 2022 | 14 |
BlueSky Wealth Advisors, LLC | 14 | 14 | 3.46% | 5.34% | 6.28% | Q4 2016 | Q1 2020 | 14 |
People's United Financial, Inc. | 13 | 1 | 0.01% | 0.07% | 0.09% | Q3 2018 | Q1 2022 | 14 |
Citadel Advisors | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q2 2023 | 14 |
Premise Capital, LLC | 14 | 14 | 0.02% | 2.25% | 4.26% | Q3 2016 | Q4 2019 | 14 |
SIGNATUREFD, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2023 | 14 |
McIlrath & Eck, LLC | 13 | 1 | 0.00% | 0.03% | 0.05% | Q3 2018 | Q3 2023 | 14 |
Starfire Investment Advisers, Inc. | 11 | 3 | 0.28% | 0.32% | 0.38% | Q1 2015 | Q3 2018 | 14 |
MATRIX PRIVATE CAPITAL GROUP LLC | 14 | 14 | 0.02% | 0.17% | 0.27% | Q4 2019 | Q1 2023 | 14 |
Sowell Financial Services LLC | 10 | 4 | 0.00% | 0.29% | 0.76% | Q3 2019 | Q2 2023 | 14 |
Column Capital Advisors, LLC | 10 | 4 | 0.00% | 0.03% | 0.17% | Q4 2019 | Q3 2023 | 14 |
Dynamic Advisor Solutions LLC | 14 | 14 | 0.01% | 0.06% | 0.08% | Q2 2020 | Q3 2023 | 14 |
Richard P Slaughter Associates Inc | 12 | 2 | 0.70% | 1.66% | 3.16% | Q4 2019 | Q4 2023 | 14 |
SPINNAKER TRUST | 14 | 14 | 0.84% | 0.95% | 1.04% | Q2 2020 | Q3 2023 | 14 |
NICOLET ADVISORY SERVICES, LLC | 14 | 14 | 0.04% | 0.07% | 0.15% | Q1 2019 | Q2 2022 | 14 |
Kingsview Wealth Management, LLC | 8 | 6 | 0.01% | 0.02% | 0.07% | Q1 2020 | Q3 2023 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2022 | 14 |
Valtinson Bruner Financial Planning LLC | 12 | 2 | 0.16% | 0.35% | 0.50% | Q4 2019 | Q3 2023 | 14 |
HARBOR INVESTMENT ADVISORY, LLC | 7 | 6 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 13 |
Rockefeller Capital Management L.P. | 12 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2022 | 13 |
CHOREO, LLC | 13 | 13 | 0.04% | 0.05% | 0.07% | Q1 2017 | Q1 2020 | 13 |
BLUESTEIN R H & CO LLC | 13 | 13 | 0.02% | 0.03% | 0.06% | Q3 2019 | Q3 2022 | 13 |
Essex Financial Services, Inc. | 10 | 1 | 0.03% | 0.04% | 0.06% | Q1 2017 | Q3 2023 | 13 |
PINNACLE ASSOCIATES LTD | 8 | 5 | 0.01% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 13 |
Plante Moran Financial Advisors, LLC | 8 | 1 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q3 2023 | 13 |
Formidable Asset Management, LLC | 13 | 13 | 0.05% | 0.14% | 0.40% | Q3 2020 | Q3 2023 | 13 |
Addenda Capital Inc. | 12 | 1 | 0.07% | 0.17% | 0.19% | Q1 2014 | Q2 2023 | 13 |
NORTHERN CAPITAL MANAGEMENT LLC | 7 | 6 | 0.18% | 0.55% | 1.22% | Q3 2013 | Q4 2018 | 13 |
ALPHASIMPLEX GROUP, LLC | 13 | 13 | 0.14% | 0.45% | 1.18% | Q4 2017 | Q4 2020 | 13 |
Pinnacle Wealth Management Advisory Group, LLC | 8 | 5 | 0.04% | 0.18% | 0.40% | Q4 2018 | Q3 2023 | 13 |
Miracle Mile Advisors, LLC | 13 | 13 | 0.06% | 0.15% | 0.20% | Q3 2020 | Q3 2023 | 13 |
Yorktown Management & Research Co Inc | 13 | 13 | 0.04% | 0.05% | 0.08% | Q4 2013 | Q4 2016 | 13 |
Aberdeen Wealth Management LLC | 8 | 2 | 1.53% | 1.74% | 2.08% | Q4 2019 | Q3 2023 | 13 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 13 | 13 | 0.03% | 0.15% | 0.44% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.02% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Private Capital Group, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q4 2020 | 13 |
N.E.W. Advisory Services LLC | 13 | 13 | 0.09% | 0.82% | 1.63% | Q3 2020 | Q3 2023 | 13 |
SII INVESTMENTS INC/WI | 11 | 2 | 0.02% | 0.30% | 0.63% | Q2 2013 | Q3 2016 | 13 |
SEGALL BRYANT & HAMILL, LLC | 7 | 6 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2023 | 13 |
TRADITION CAPITAL MANAGEMENT LLC | 13 | 13 | 0.07% | 0.09% | 0.13% | Q1 2016 | Q1 2019 | 13 |
Orion Portfolio Solutions, LLC | 10 | 3 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.25% | 0.36% | 0.46% | Q3 2020 | Q3 2023 | 13 |
Independence Bank of Kentucky | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Truehand, Inc | 13 | 13 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2021 | 13 |
Walkner Condon Financial Advisors LLC | 13 | 13 | 0.54% | 0.81% | 1.66% | Q3 2020 | Q3 2023 | 13 |
Leelyn Smith, LLC | 13 | 13 | 0.00% | 0.00% | 0.02% | Q4 2019 | Q4 2022 | 13 |
BANK OF HAWAII | 10 | 3 | 0.01% | 0.16% | 0.40% | Q1 2016 | Q1 2022 | 13 |
TSFG, LLC | 8 | 5 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q3 2023 | 13 |
SUNTRUST BANKS INC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2019 | 13 |
Tufton Capital Management | 11 | 2 | 0.37% | 0.44% | 0.50% | Q2 2013 | Q3 2016 | 13 |
Newfound Research LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2018 | 13 |
AT Bancorp | 13 | 13 | 1.47% | 1.85% | 2.61% | Q1 2016 | Q1 2019 | 13 |
LOEB PARTNERS CORP | 13 | 13 | 0.09% | 0.10% | 0.13% | Q3 2014 | Q3 2017 | 13 |
Crewe Advisors LLC | 13 | 13 | 0.00% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 13 |
WP Advisors, LLC | 13 | 13 | 0.15% | 0.23% | 0.29% | Q4 2016 | Q4 2019 | 13 |
McLean Asset Management Corp | 13 | 13 | 0.51% | 0.87% | 1.84% | Q4 2020 | Q4 2023 | 13 |
Cetera Investment Advisers | 12 | 12 | 0.07% | 0.10% | 0.12% | Q4 2020 | Q3 2023 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.11% | 0.12% | 0.14% | Q4 2016 | Q3 2019 | 12 |
Carroll Financial Associates, Inc. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2021 | 12 |
Galvin, Gaustad & Stein, LLC | 12 | 12 | 0.87% | 1.43% | 2.11% | Q4 2020 | Q3 2023 | 12 |
IFC Holdings Incorporated/FL | 11 | 1 | 0.02% | 0.43% | 0.70% | Q2 2013 | Q3 2017 | 12 |
CGN Advisors LLC | 12 | 12 | 0.07% | 0.12% | 0.28% | Q1 2021 | Q4 2023 | 12 |
Efficient Advisors, LLC | 12 | 12 | 0.58% | 2.06% | 3.28% | Q4 2020 | Q3 2023 | 12 |
AMERICAN FINANCIAL GROUP INC | 12 | 12 | 0.02% | 0.02% | 0.04% | Q4 2014 | Q3 2017 | 12 |
Windward Private Wealth Management Inc. | 12 | 12 | 0.21% | 0.27% | 0.36% | Q4 2020 | Q3 2023 | 12 |
KWMG, LLC | 8 | 4 | 0.00% | 0.26% | 0.56% | Q4 2014 | Q1 2019 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Hemington Wealth Management | 12 | 12 | 1.66% | 2.73% | 3.97% | Q4 2020 | Q3 2023 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.14% | 0.17% | 0.20% | Q4 2020 | Q3 2023 | 12 |
Neuburgh Advisers LLC | 12 | 12 | 0.13% | 0.14% | 0.15% | Q4 2016 | Q3 2019 | 12 |
STOCK YARDS BANK & TRUST CO | 10 | 2 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q2 2023 | 12 |
ANDERSON HOAGLAND & CO | 12 | 12 | 0.18% | 1.66% | 2.65% | Q4 2020 | Q3 2023 | 12 |
ENCOMPASS WEALTH ADVISORS, LLC | 12 | 12 | 0.22% | 0.31% | 0.46% | Q4 2020 | Q3 2023 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.17% | 0.18% | 0.21% | Q4 2016 | Q3 2019 | 12 |
Brinker Capital Investments, LLC | 4 | 1 | 0.00% | 0.06% | 0.40% | Q4 2016 | Q1 2022 | 12 |
MASSMUTUAL TRUST CO FSB/ADV | 8 | 1 | 0.00% | 0.10% | 0.23% | Q4 2017 | Q1 2023 | 12 |
Falcon Wealth Planning | 12 | 12 | 4.22% | 4.41% | 4.65% | Q4 2020 | Q3 2023 | 12 |
ECLECTIC ASSOCIATES INC /ADV | 12 | 12 | 0.88% | 1.01% | 1.12% | Q4 2020 | Q3 2023 | 12 |
Annapolis Financial Services, LLC | 12 | 12 | 1.58% | 2.33% | 2.78% | Q4 2020 | Q3 2023 | 12 |
Prosperity Planning, Inc. | 12 | 12 | 0.16% | 0.19% | 0.27% | Q4 2020 | Q3 2023 | 12 |
MEEDER ASSET MANAGEMENT INC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2022 | 12 |
Stratos Wealth Partners, LTD. | 7 | 1 | 0.01% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 12 |
Elkfork Partners LLC | 12 | 12 | 0.17% | 0.19% | 0.22% | Q4 2016 | Q3 2019 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.04% | 0.05% | 0.05% | Q4 2018 | Q3 2021 | 12 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 12 | 12 | 0.17% | 0.19% | 0.24% | Q4 2016 | Q3 2019 | 12 |
JEPPSON WEALTH MANAGEMENT, LLC | 8 | 4 | 0.09% | 0.12% | 0.15% | Q3 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Red Wave Investments LLC | 12 | 12 | 0.89% | 1.07% | 1.34% | Q4 2020 | Q3 2023 | 12 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 11 | 1 | 0.00% | 0.78% | 1.24% | Q4 2018 | Q3 2022 | 12 |
Betterment LLC | 8 | 4 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 12 |
Strategic Investment Advisors / MI | 12 | 12 | 0.21% | 0.26% | 0.46% | Q4 2020 | Q3 2023 | 12 |
Sandy Spring Bank | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 12 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.00% | 0.18% | 0.65% | Q1 2016 | Q2 2022 | 12 |
TECTONIC ADVISORS LLC | 12 | 12 | 0.02% | 0.12% | 0.17% | Q4 2020 | Q3 2023 | 12 |
Grove Bank & Trust | 5 | 1 | 0.00% | 0.22% | 0.69% | Q3 2017 | Q3 2023 | 12 |
RB Capital Management, LLC | 11 | 11 | 0.34% | 0.52% | 1.08% | Q1 2020 | Q3 2022 | 11 |
Praetorian Wealth Management, Inc. | 6 | 2 | 0.20% | 0.28% | 0.35% | Q2 2020 | Q3 2023 | 11 |
WADDELL & ASSOCIATES, LLC | 11 | 11 | 0.08% | 2.30% | 4.98% | Q1 2021 | Q3 2023 | 11 |
McClarren Financial Advisors, Inc. | 6 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 11 |
COLONY GROUP LLC | 7 | 4 | 0.01% | 0.04% | 0.20% | Q2 2014 | Q3 2023 | 11 |
Wade Financial Advisory, Inc | 10 | 1 | 0.12% | 0.15% | 0.24% | Q4 2019 | Q1 2023 | 11 |
Everhart Financial Group, Inc. | 6 | 5 | 0.12% | 0.19% | 0.25% | Q4 2020 | Q3 2023 | 11 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q1 2017 | 11 |
Haverford Financial Services, Inc. | 8 | 1 | 0.06% | 0.06% | 0.08% | Q4 2017 | Q4 2022 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Jackson Hole Capital Partners, LLC | 11 | 11 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Roble, Belko & Company, Inc | 10 | 1 | 0.03% | 0.06% | 0.08% | Q2 2019 | Q3 2023 | 11 |
NATIONAL PLANNING CORP | 10 | 1 | 0.05% | 0.24% | 0.29% | Q2 2013 | Q2 2017 | 11 |
ST GERMAIN D J CO INC | 8 | 3 | 0.00% | 1.13% | 2.14% | Q3 2014 | Q4 2023 | 11 |
Blue Edge Capital, LLC | 11 | 11 | 0.33% | 0.88% | 1.52% | Q1 2021 | Q3 2023 | 11 |
ROBINSON CAPITAL MANAGEMENT, LLC | 5 | 1 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 11 |
Verdence Capital Advisors LLC | 10 | 1 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q3 2022 | 11 |
Cornerstone Wealth Advisors, Inc. | 11 | 11 | 0.47% | 0.60% | 0.68% | Q1 2021 | Q3 2023 | 11 |
Sound Income Strategies, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
NOMURA ASSET MANAGEMENT CO LTD | 11 | 11 | 0.01% | 0.04% | 0.11% | Q2 2013 | Q4 2015 | 11 |
PATHSTONE FAMILY OFFICE, LLC | 6 | 1 | 0.02% | 0.06% | 0.16% | Q1 2016 | Q3 2023 | 11 |
Horan Securities, Inc. | 7 | 4 | 0.00% | 0.04% | 0.07% | Q3 2020 | Q2 2023 | 11 |
OneDigital Investment Advisors LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q4 2021 | 11 |
First National Bank of Mount Dora, Trust Investment Services | 6 | 5 | 0.06% | 0.08% | 0.09% | Q1 2021 | Q4 2023 | 11 |
ADIRONDACK TRUST CO | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
CT Financial Advisors LLC | 10 | 1 | 0.51% | 0.62% | 0.78% | Q1 2014 | Q1 2017 | 11 |
East Coast Asset Management, LLC. | 8 | 3 | 0.10% | 0.16% | 0.24% | Q4 2012 | Q3 2015 | 11 |
Sensible Financial Planning & Management, LLC. | 8 | 3 | 0.02% | 0.26% | 0.42% | Q3 2015 | Q3 2022 | 11 |
Cerity Partners LLC | 11 | 11 | 0.00% | 0.02% | 0.10% | Q1 2021 | Q3 2023 | 11 |
GREAT VALLEY ADVISOR GROUP, INC. | 10 | 1 | 0.06% | 0.15% | 0.22% | Q2 2019 | Q3 2023 | 11 |
BerganKDV Wealth Management, LLC | 7 | 1 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q4 2022 | 11 |
USA FINANCIAL FORMULAS | 5 | 1 | 0.01% | 0.07% | 0.23% | Q4 2017 | Q3 2023 | 11 |
Key FInancial Inc | 11 | 11 | 0.00% | 0.02% | 0.06% | Q1 2021 | Q3 2023 | 11 |
GRIES FINANCIAL LLC | 11 | 11 | 0.14% | 0.22% | 0.31% | Q1 2021 | Q3 2023 | 11 |
Prime Capital Investment Advisors, LLC | 3 | 1 | 0.01% | 0.03% | 0.16% | Q2 2018 | Q3 2023 | 11 |
JAMES INVESTMENT RESEARCH INC | 10 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q2 2020 | 11 |
BROWN ADVISORY INC | 6 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 10 |
Bangor Savings Bank | 6 | 4 | 0.00% | 0.02% | 0.06% | Q4 2013 | Q3 2023 | 10 |
M&T BANK CORP | 6 | 4 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q3 2023 | 10 |
TRUST CO OF VERMONT | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 10 |
Blue Barn Wealth, LLC | 10 | 10 | 1.28% | 1.67% | 2.35% | Q2 2021 | Q3 2023 | 10 |
Bellwether Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
MONETA GROUP INVESTMENT ADVISORS LLC | 5 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2023 | 10 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2018 | 10 |
Sullivan, Bruyette, Speros & Blaney, LLC | 10 | 10 | 0.03% | 0.05% | 0.09% | Q4 2018 | Q1 2021 | 10 |
Hill Investment Group Partners, LLC | 10 | 10 | 0.10% | 0.27% | 0.63% | Q2 2021 | Q3 2023 | 10 |
Pflug Koory, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2020 | 10 |
WOLFF WIESE MAGANA LLC | 10 | 10 | 0.00% | 0.02% | 0.02% | Q4 2020 | Q1 2023 | 10 |
OXFORD FINANCIAL GROUP, LTD. LLC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2023 | 10 |
Paradigm Financial Advisors, LLC | 5 | 1 | 0.01% | 0.08% | 0.14% | Q1 2014 | Q4 2021 | 10 |
Qube Research & Technologies Ltd | 4 | 3 | 0.00% | 0.04% | 0.16% | Q2 2020 | Q3 2023 | 10 |
Tranquility Partners, LLC | 6 | 4 | 0.11% | 0.16% | 0.30% | Q1 2021 | Q3 2023 | 10 |
First Heartland Consultants, Inc. | 10 | 10 | 0.20% | 0.42% | 0.56% | Q4 2016 | Q1 2019 | 10 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Eagle Bay Advisors LLC | 10 | 10 | 0.15% | 0.52% | 0.95% | Q2 2021 | Q3 2023 | 10 |
Newbridge Financial Services Group, Inc. | 8 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2023 | 10 |
VALLEY NATIONAL ADVISERS INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
CIM, LLC | 10 | 10 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q4 2022 | 10 |
Truepoint, Inc. | 10 | 10 | 0.02% | 0.03% | 0.03% | Q3 2016 | Q4 2018 | 10 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2021 | 10 |
HighMark Wealth Management LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Avior Wealth Management, LLC | 7 | 1 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q1 2023 | 10 |
Heritage Trust Co | 10 | 10 | 0.02% | 0.05% | 0.09% | Q1 2017 | Q2 2019 | 10 |
All Terrain Financial Advisors, LLC | 10 | 10 | 0.09% | 0.16% | 0.23% | Q4 2017 | Q1 2020 | 10 |
Portfolio Solutions, LLC | 10 | 10 | 0.03% | 0.04% | 0.04% | Q2 2020 | Q3 2022 | 10 |
Relaxing Retirement Coach | 10 | 10 | 0.22% | 0.35% | 0.59% | Q4 2017 | Q1 2020 | 10 |
Edmonds Duncan Registered Investment Advisors, LLC | 10 | 10 | 1.18% | 2.25% | 11.11% | Q4 2020 | Q1 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Constellation Wealth Advisors, LLC | 9 | 9 | 0.03% | 0.17% | 0.29% | Q3 2013 | Q3 2015 | 9 |
M Holdings Securities, Inc. | 5 | 1 | 0.03% | 0.05% | 0.08% | Q2 2018 | Q1 2023 | 9 |
COLDSTREAM CAPITAL MANAGEMENT INC | 5 | 4 | 0.18% | 0.22% | 0.29% | Q2 2021 | Q3 2023 | 9 |
Systelligence, LLC | 9 | 9 | 0.32% | 1.56% | 2.83% | Q4 2020 | Q4 2022 | 9 |
Charles Schwab Trust Co | 9 | 9 | 0.14% | 0.48% | 0.98% | Q3 2019 | Q3 2021 | 9 |
Optas, LLC | 8 | 1 | 0.07% | 0.09% | 0.10% | Q4 2019 | Q1 2022 | 9 |
Chesley Taft & Associates LLC | 7 | 2 | 0.01% | 0.03% | 0.11% | Q4 2019 | Q4 2022 | 9 |
Allegheny Financial Group LTD | 8 | 1 | 0.12% | 0.14% | 0.18% | Q4 2020 | Q1 2023 | 9 |
Savior LLC | 9 | 9 | 0.00% | 0.03% | 0.20% | Q4 2019 | Q4 2021 | 9 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 9 | 9 | 0.02% | 0.12% | 0.25% | Q4 2018 | Q4 2020 | 9 |
Destiny Wealth Partners, LLC | 8 | 1 | 0.00% | 0.04% | 0.05% | Q1 2021 | Q2 2023 | 9 |
Perigon Wealth Management, LLC | 6 | 1 | 0.01% | 0.05% | 0.09% | Q3 2011 | Q3 2023 | 9 |
1832 Asset Management L.P. | 7 | 2 | 0.07% | 0.11% | 0.18% | Q1 2019 | Q3 2023 | 9 |
Leonard Rickey Investment Advisors P.L.L.C. | 9 | 9 | 7.16% | 8.50% | 9.72% | Q4 2017 | Q4 2019 | 9 |
Aletheian Wealth Advisors LLC | 9 | 9 | 1.83% | 2.51% | 3.11% | Q4 2021 | Q4 2023 | 9 |
Clear Perspective Advisors, LLC | 7 | 2 | 0.02% | 0.05% | 0.06% | Q4 2016 | Q3 2019 | 9 |
DROMS STRAUSS ADVISORS INC /MO/ /ADV | 9 | 9 | 0.24% | 0.28% | 0.47% | Q1 2020 | Q1 2022 | 9 |
STATE STREET CORP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
SCOTIA CAPITAL INC. | 5 | 4 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 9 |
Pinnacle Summer Investments, Inc. | 8 | 1 | 0.02% | 0.02% | 0.04% | Q2 2013 | Q3 2015 | 9 |
Summit Financial Strategies, Inc. | 4 | 2 | 0.04% | 0.06% | 0.08% | Q3 2020 | Q3 2023 | 9 |
Estate Counselors, LLC | 7 | 2 | 0.03% | 0.04% | 0.05% | Q1 2018 | Q3 2021 | 9 |
Sonora Investment Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2021 | 9 |
iAB Financial Bank | 9 | 9 | 0.19% | 0.26% | 0.35% | Q3 2013 | Q3 2015 | 9 |
MGO ONE SEVEN LLC | 8 | 1 | 0.01% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 9 |
Evensky & Katz LLC | 9 | 9 | 0.00% | 0.00% | 0.02% | Q1 2018 | Q1 2020 | 9 |
Newport Capital Group, LLC | 6 | 1 | 0.10% | 0.18% | 0.20% | Q4 2020 | Q3 2023 | 9 |
INVESTMENT CENTERS OF AMERICA INC | 4 | 2 | 0.15% | 0.27% | 0.46% | Q2 2013 | Q4 2015 | 9 |
Smithfield Trust Co | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
VICUS CAPITAL | 9 | 9 | 0.07% | 0.28% | 0.42% | Q4 2013 | Q4 2015 | 9 |
SIGNET FINANCIAL MANAGEMENT, LLC | 5 | 2 | 0.03% | 0.04% | 0.04% | Q3 2017 | Q4 2021 | 9 |
CREDIT SUISSE AG/ | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2015 | 9 |
Capital Advisory Group Advisory Services, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2022 | 9 |
Baker Avenue Asset Management, LP | 4 | 1 | 0.00% | 0.03% | 0.06% | Q3 2013 | Q1 2023 | 9 |
City State Bank | 8 | 8 | 0.09% | 0.10% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Lee Financial Co | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
Morton Brown Family Wealth, LLC | 8 | 8 | 0.96% | 1.35% | 1.82% | Q4 2021 | Q3 2023 | 8 |
THOMPSON SIEGEL & WALMSLEY LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.07% | 0.25% | 0.37% | Q3 2021 | Q3 2023 | 8 |
Upper Left Wealth Management, LLC | 8 | 8 | 0.41% | 1.14% | 1.45% | Q4 2021 | Q3 2023 | 8 |
MARYLAND CAPITAL ADVISORS INC. | 8 | 8 | 0.24% | 0.39% | 0.57% | Q4 2021 | Q3 2023 | 8 |
Wedmont Private Capital | 8 | 8 | 1.02% | 1.26% | 1.39% | Q4 2021 | Q3 2023 | 8 |
Running Point Capital Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Viewpoint Capital Management LLC | 8 | 8 | 1.29% | 1.44% | 1.90% | Q4 2021 | Q3 2023 | 8 |
Strategic Wealth Partners, Ltd. | 8 | 8 | 0.00% | 0.11% | 0.42% | Q4 2017 | Q3 2019 | 8 |
Single Point Partners, LLC | 6 | 1 | 0.23% | 0.32% | 0.36% | Q1 2021 | Q3 2023 | 8 |
Silver Oak Advisory Group, Inc. | 8 | 8 | 0.19% | 0.21% | 0.25% | Q4 2021 | Q3 2023 | 8 |
Virtu KCG Holdings LLC | 3 | 1 | 0.01% | 0.04% | 0.11% | Q2 2014 | Q1 2017 | 8 |
Strategic Blueprint, LLC | 4 | 1 | 0.00% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 8 |
Brooklyn FI, LLC | 8 | 8 | 3.17% | 4.13% | 5.17% | Q4 2021 | Q3 2023 | 8 |
Anson Capital, Inc. | 8 | 8 | 0.79% | 1.04% | 1.30% | Q4 2021 | Q3 2023 | 8 |
Wealthspire Advisors, L.P. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q1 2019 | 8 |
Aspire Private Capital, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2021 | 8 |
Eagle Strategies LLC | 8 | 8 | 0.12% | 0.33% | 0.86% | Q4 2021 | Q3 2023 | 8 |
FCG ADVISORS, LLC | 7 | 1 | 0.07% | 0.21% | 0.31% | Q3 2014 | Q2 2020 | 8 |
Operose Advisors LLC | 8 | 8 | 2.15% | 2.96% | 3.93% | Q4 2021 | Q3 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.07% | 0.09% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Callan Capital, LLC | 8 | 8 | 0.04% | 0.07% | 0.10% | Q4 2021 | Q3 2023 | 8 |
UBS ASSET MANAGEMENT AMERICAS INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2018 | 8 |
REILLY FINANCIAL ADVISORS, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2021 | 8 |
Corient Capital Partners, LLC | 8 | 8 | 0.05% | 0.39% | 1.13% | Q4 2020 | Q3 2022 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.43% | 0.57% | 0.90% | Q4 2021 | Q3 2023 | 8 |
Zions Bancorporation | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q1 2017 | 8 |
Ledyard National Bank | 8 | 8 | 0.00% | 0.07% | 0.13% | Q1 2017 | Q4 2018 | 8 |
Quent Capital, LLC | 8 | 8 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Empirical Finance, LLC | 4 | 1 | 0.03% | 0.17% | 0.34% | Q1 2018 | Q4 2021 | 8 |
IHT Wealth Management, LLC | 6 | 2 | 0.02% | 0.07% | 0.34% | Q4 2016 | Q2 2019 | 8 |
RTD Financial Advisors, Inc. | 8 | 8 | 0.87% | 1.04% | 1.16% | Q4 2021 | Q3 2023 | 8 |
DUBUQUE BANK & TRUST CO | 5 | 3 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q4 2021 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.08% | 0.17% | 0.29% | Q4 2021 | Q3 2023 | 8 |
Ulland Investment Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Intergy Private Wealth, LLC | 8 | 8 | 0.34% | 0.52% | 0.61% | Q4 2021 | Q3 2023 | 8 |
Arkadios Wealth Advisors | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 8 |
Kathleen S. Wright Associates Inc. | 8 | 8 | 0.77% | 1.25% | 1.54% | Q4 2021 | Q3 2023 | 8 |
BROWN BROTHERS HARRIMAN & CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Sargent Bickham Lagudis LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2022 | 8 |
Rainsberger Wealth Advisors, Inc. | 8 | 8 | 1.84% | 2.08% | 2.43% | Q4 2021 | Q3 2023 | 8 |
Level Financial Advisors | 8 | 8 | 1.37% | 1.54% | 1.72% | Q4 2021 | Q3 2023 | 8 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 4 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2016 | 8 |
JACKSON THORNTON ASSET MANAGEMENT, LLC | 8 | 8 | 0.12% | 0.15% | 0.19% | Q4 2021 | Q3 2023 | 8 |
JNBA Financial Advisors | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2019 | 8 |
MAS Advisors LLC | 8 | 8 | 0.26% | 0.46% | 0.68% | Q4 2021 | Q3 2023 | 8 |
Simplicity Solutions, LLC | 4 | 1 | 0.01% | 0.07% | 0.14% | Q2 2020 | Q3 2023 | 8 |
Marshall Financial Group LLC | 8 | 8 | 0.10% | 0.17% | 0.30% | Q4 2021 | Q3 2023 | 8 |
Axiom Advisory, LLC | 8 | 8 | 3.78% | 4.02% | 4.29% | Q4 2021 | Q3 2023 | 8 |
Family CFO Inc | 8 | 8 | 6.11% | 6.45% | 7.20% | Q4 2021 | Q3 2023 | 8 |
J.W. COLE ADVISORS, INC. | 6 | 1 | 0.02% | 0.09% | 0.53% | Q4 2019 | Q3 2023 | 8 |
Beaird Harris Wealth Management, LLC | 8 | 8 | 0.51% | 2.49% | 3.56% | Q4 2021 | Q3 2023 | 8 |
Ascent Group, LLC | 8 | 8 | 0.03% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 8 |
GPWM LLC | 8 | 8 | 3.44% | 3.80% | 4.03% | Q4 2021 | Q3 2023 | 8 |
Radnor Financial Advisors, LLC | 8 | 8 | 0.43% | 0.55% | 0.73% | Q4 2020 | Q3 2022 | 8 |
Aptus Capital Advisors, LLC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 8 |
Elmwood Wealth Management, Inc. | 7 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q1 2020 | 8 |
AlphaStar Capital Management, LLC | 6 | 2 | 0.09% | 1.41% | 7.95% | Q3 2017 | Q2 2020 | 8 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.03% | 0.03% | 0.04% | Q2 2020 | Q4 2021 | 7 |
Laird Norton Wetherby Wealth Management, LLC | 6 | 1 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 7 |
Fullen Financial Group | 5 | 2 | 0.12% | 0.13% | 0.13% | Q1 2021 | Q1 2023 | 7 |
Hoover Financial Advisors, Inc. | 7 | 7 | 0.10% | 0.14% | 0.22% | Q4 2019 | Q2 2021 | 7 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2021 | 7 |
Legacy Private Trust Co. | 5 | 2 | 0.04% | 0.07% | 0.11% | Q4 2013 | Q3 2018 | 7 |
Beacon Pointe Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
HBK Sorce Advisory LLC | 6 | 1 | 0.01% | 0.07% | 0.18% | Q4 2021 | Q3 2023 | 7 |
COMERICA BANK | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 7 |
Gibson Capital, LLC | 7 | 7 | 0.20% | 0.34% | 0.47% | Q2 2014 | Q4 2015 | 7 |
NewEdge Advisors, LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
JANUS HENDERSON GROUP PLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2018 | 7 |
SHINE INVESTMENT ADVISORY SERVICES INC | 7 | 7 | 0.08% | 0.32% | 0.44% | Q4 2018 | Q2 2020 | 7 |
Lenox Wealth Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2022 | 7 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2015 | 7 |
RiverFront Investment Group, LLC | 4 | 3 | 1.25% | 2.14% | 2.56% | Q2 2009 | Q2 2011 | 7 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 7 | 7 | 0.02% | 0.08% | 0.10% | Q1 2022 | Q3 2023 | 7 |
US FINANCIAL ADVISORS, LLC | 5 | 2 | 0.01% | 0.37% | 0.77% | Q2 2015 | Q1 2021 | 7 |
SHUFRO ROSE & CO LLC | 7 | 7 | 0.02% | 0.07% | 0.14% | Q1 2022 | Q3 2023 | 7 |
Continuum Advisory, LLC | 4 | 3 | 0.05% | 0.11% | 0.17% | Q3 2021 | Q3 2023 | 7 |
WADE G W & INC | 6 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Stonebridge Capital Advisors LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2023 | 7 |
Sage Mountain Advisors LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2022 | 7 |
Allianz Asset Management GmbH | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q2 2018 | 7 |
Glaxis Capital Management, LLC | 7 | 7 | 0.57% | 4.19% | 6.78% | Q1 2022 | Q3 2023 | 7 |
Fiduciary Wealth Partners, LLC | 7 | 7 | 0.46% | 0.81% | 1.16% | Q4 2015 | Q2 2017 | 7 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 7 | 7 | 0.20% | 0.24% | 0.31% | Q1 2022 | Q3 2023 | 7 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q3 2018 | Q1 2020 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 7 |
SYM FINANCIAL Corp | 7 | 7 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q4 2022 | 7 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 7 |
TAGStone Capital, Inc. | 4 | 3 | 0.30% | 0.33% | 0.38% | Q4 2021 | Q3 2023 | 7 |
BDO Wealth Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2023 | 7 |
Stokes & Hubbell Capital Management, LLC | 7 | 7 | 0.05% | 0.06% | 0.07% | Q3 2017 | Q1 2019 | 7 |
Maxim Capital Management LLC | 7 | 7 | 0.19% | 0.25% | 0.30% | Q4 2018 | Q2 2020 | 7 |
Kavar Capital Partners, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q2 2019 | 7 |
Colony Family Offices, LLC | 7 | 7 | 0.48% | 1.14% | 1.34% | Q1 2022 | Q3 2023 | 7 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 7 | 7 | 0.25% | 0.31% | 0.38% | Q3 2013 | Q1 2015 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Madison Asset Management, LLC | 7 | 7 | 0.01% | 0.38% | 0.53% | Q3 2020 | Q1 2022 | 7 |
CVA Family Office, LLC | 7 | 7 | 0.07% | 0.10% | 0.13% | Q1 2022 | Q3 2023 | 7 |
RELIANCE TRUST CO | 7 | 7 | 0.35% | 0.65% | 0.81% | Q2 2013 | Q4 2014 | 7 |
Faithward Advisors, LLC | 7 | 7 | 0.16% | 0.20% | 0.23% | Q1 2022 | Q3 2023 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.00% | 0.05% | 0.12% | Q4 2021 | Q3 2023 | 7 |
Archford Capital Strategies, LLC | 6 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q2 2019 | 7 |
BREWIN DOLPHIN LTD | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2022 | 6 |
SeaCrest Wealth Management, LLC | 6 | 6 | 0.02% | 0.06% | 0.09% | Q4 2017 | Q1 2019 | 6 |
TORONTO DOMINION BANK | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Selective Wealth Management, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2022 | 6 |
Stone Asset Management Inc. | 6 | 6 | 0.20% | 0.77% | 1.35% | Q4 2021 | Q1 2023 | 6 |
Ritter Daniher Financial Advisory LLC / DE | 6 | 6 | 0.03% | 0.07% | 0.18% | Q2 2022 | Q3 2023 | 6 |
Chevy Chase Trust Holdings, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2019 | 6 |
VANCE WEALTH, INC. | 6 | 6 | 0.66% | 0.79% | 0.92% | Q2 2022 | Q3 2023 | 6 |
KINGS POINT CAPITAL MANAGEMENT | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2022 | 6 |
SALEM INVESTMENT COUNSELORS INC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q4 2021 | 6 |
Global Wealth Management Investment Advisory, Inc. | 4 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 6 |
OPTIMUM INVESTMENT ADVISORS | 6 | 6 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q2 2019 | 6 |
Round Table Services, LLC | 4 | 2 | 0.05% | 0.09% | 0.19% | Q4 2018 | Q2 2022 | 6 |
MorganRosel Wealth Management, LLC | 5 | 1 | 0.10% | 0.18% | 0.22% | Q1 2022 | Q3 2023 | 6 |
Private Advisory Group LLC | 6 | 6 | 0.70% | 1.22% | 1.79% | Q4 2018 | Q1 2020 | 6 |
MUNDER CAPITAL MANAGEMENT | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Divergent Planning, LLC | 6 | 6 | 8.67% | 12.57% | 15.38% | Q4 2020 | Q1 2022 | 6 |
VICTORY CAPITAL MANAGEMENT INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2016 | 6 |
SIMON QUICK ADVISORS, LLC | 6 | 6 | 0.18% | 0.20% | 0.23% | Q2 2022 | Q3 2023 | 6 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q4 2022 | 6 |
First Command Advisory Services, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 6 |
Tanager Wealth Management LLP | 5 | 1 | 0.15% | 1.46% | 2.13% | Q4 2021 | Q3 2023 | 6 |
Sequoia Financial Advisors, LLC | 6 | 6 | 0.08% | 0.14% | 0.17% | Q4 2014 | Q1 2016 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.06% | 0.07% | 0.07% | Q2 2022 | Q3 2023 | 6 |
Squar Milner Financial Services LLC | 4 | 2 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q1 2020 | 6 |
O'Dell Group, LLC | 6 | 6 | 0.86% | 1.07% | 1.25% | Q4 2018 | Q1 2020 | 6 |
Weatherstone Capital Management | 3 | 1 | 0.21% | 0.31% | 0.44% | Q1 2014 | Q2 2016 | 6 |
Institute for Wealth Management, LLC. | 5 | 1 | 0.02% | 0.26% | 0.51% | Q2 2017 | Q4 2019 | 6 |
BAIRD ROBERT W & CO INC /WI/ | 6 | 6 | 0.01% | 0.03% | 0.04% | Q4 2013 | Q1 2015 | 6 |
Corsicana & Co. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2022 | 6 |
CAMBRIDGE TRUST CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Rehmann Capital Advisory Group | 3 | 1 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q4 2021 | 6 |
AIRE ADVISORS, LLC | 6 | 6 | 0.08% | 0.20% | 0.37% | Q2 2022 | Q3 2023 | 6 |
Merit Financial Group, LLC | 5 | 1 | 0.03% | 0.04% | 0.04% | Q1 2020 | Q3 2023 | 6 |
Karp Capital Management Corp | 3 | 1 | 0.00% | 0.09% | 0.18% | Q4 2014 | Q3 2021 | 6 |
Busey Bank | 5 | 1 | 0.02% | 0.08% | 0.28% | Q4 2014 | Q3 2018 | 6 |
EVOKE WEALTH, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 6 |
WestHill Financial Advisors, Inc. | 4 | 2 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q2 2022 | 6 |
Alpha Omega Wealth Management LLC | 6 | 6 | 0.00% | 0.12% | 0.25% | Q1 2018 | Q2 2019 | 6 |
TOBIAS FINANCIAL ADVISORS, INC. | 6 | 6 | 0.14% | 0.19% | 0.25% | Q2 2022 | Q3 2023 | 6 |
UBS AG | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
Capital Asset Advisory Services LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2021 | 6 |
Avion Wealth | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2014 | 6 |
GPS Wealth Strategies Group, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
LifePlan Financial Group, Inc | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2020 | 6 |
Burleson & Company, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 6 |
Landmark Wealth Management, LLC | 3 | 1 | 0.86% | 1.44% | 1.75% | Q4 2021 | Q3 2023 | 6 |
FineMark National Bank & Trust | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2016 | 6 |
MADISON WEALTH MANAGEMENT | 6 | 6 | 0.06% | 0.07% | 0.08% | Q2 2022 | Q3 2023 | 6 |
Quantitative Advantage, LLC | 4 | 2 | 1.50% | 1.92% | 3.30% | Q4 2013 | Q2 2016 | 6 |
Stifel Trust Company, N.A. | 6 | 6 | 0.11% | 0.11% | 0.12% | Q2 2013 | Q3 2014 | 6 |
HIGH POINT BANK & TRUST CO | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
BRR OpCo, LLC | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q3 2022 | 6 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 5 | 5 | 0.38% | 0.44% | 0.53% | Q2 2020 | Q2 2021 | 5 |
RGT Wealth Advisors, LLC | 3 | 2 | 0.10% | 0.37% | 0.61% | Q4 2017 | Q2 2022 | 5 |
Integrated Investment Consultants, LLC | 4 | 1 | 0.02% | 0.11% | 0.15% | Q1 2018 | Q3 2023 | 5 |
FOUNDERS FINANCIAL SECURITIES LLC | 4 | 1 | 0.72% | 1.06% | 1.49% | Q1 2019 | Q2 2020 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
CITY NATIONAL BANK | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2015 | 5 |
Paragon Advisors, LLC | 5 | 5 | 0.39% | 2.33% | 3.25% | Q3 2022 | Q3 2023 | 5 |
TWO SIGMA SECURITIES, LLC | 4 | 1 | 0.02% | 0.30% | 1.42% | Q3 2015 | Q4 2022 | 5 |
Avestar Capital, LLC | 5 | 5 | 0.50% | 0.69% | 0.85% | Q4 2018 | Q4 2019 | 5 |
Global Financial Private Capital, Inc | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2020 | 5 |
Cassady Schiller Wealth Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
Krilogy Financial LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2018 | 5 |
TRADITION ASSET MANAGEMENT LLC | 5 | 5 | 0.06% | 0.08% | 0.09% | Q2 2019 | Q2 2020 | 5 |
Quadrant Capital Management, LLC | 5 | 5 | 2.99% | 3.22% | 3.35% | Q4 2018 | Q4 2019 | 5 |
Colonial River Wealth Management, LLC | 3 | 2 | 0.36% | 0.87% | 1.43% | Q1 2022 | Q3 2023 | 5 |
Lake Point Wealth Management | 3 | 1 | 0.00% | 0.12% | 0.58% | Q4 2018 | Q2 2022 | 5 |
EATON VANCE MANAGEMENT | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2021 | 5 |
Orin Green Financial, LLC | 5 | 5 | 0.14% | 0.17% | 0.20% | Q4 2020 | Q4 2021 | 5 |
Westover Capital Advisors, LLC | 5 | 5 | 0.47% | 0.50% | 0.52% | Q1 2021 | Q1 2022 | 5 |
Pallas Capital Advisors LLC | 5 | 5 | 0.60% | 0.86% | 1.06% | Q3 2022 | Q3 2023 | 5 |
Capital Advisors, Ltd. LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Horizon Investments, LLC | 4 | 1 | 0.06% | 0.11% | 0.16% | Q1 2019 | Q2 2020 | 5 |
Cascade Investment Advisors, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 5 |
Westside Investment Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2020 | 5 |
WARNER FINANCIAL, INC | 5 | 5 | 0.17% | 0.38% | 0.46% | Q3 2022 | Q3 2023 | 5 |
Capital Bank & Trust Co | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2018 | 5 |
WealthShield Partners, LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q4 2018 | 5 |
Mutual Advisors, LLC | 3 | 1 | 0.02% | 0.03% | 0.06% | Q4 2019 | Q3 2022 | 5 |
Newton One Investments LLC | 5 | 5 | 0.72% | 0.83% | 0.98% | Q3 2022 | Q3 2023 | 5 |
Argentus Capital Management, LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2016 | 5 |
Certified Advisory Corp | 4 | 1 | 0.00% | 0.40% | 0.58% | Q4 2018 | Q3 2023 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q4 2022 | 5 |
Flower City Capital | 5 | 5 | 2.15% | 2.60% | 2.88% | Q3 2022 | Q3 2023 | 5 |
WOODMONT INVESTMENT COUNSEL LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2016 | 5 |
Cordant, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Golden State Wealth Management, LLC | 3 | 2 | 0.02% | 0.04% | 0.07% | Q1 2019 | Q2 2020 | 5 |
Paloma Partners Management Co | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2019 | 5 |
Landmark Financial Advisors, LLC | 5 | 5 | 0.18% | 0.20% | 0.23% | Q3 2018 | Q3 2019 | 5 |
Guardian Wealth Management, Inc. | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Stratos Wealth Advisors, LLC | 5 | 5 | 0.02% | 0.08% | 0.15% | Q4 2020 | Q4 2021 | 5 |
Lutz Financial Services LLC | 5 | 5 | 0.05% | 0.06% | 0.06% | Q4 2018 | Q4 2019 | 5 |
Ensign Peak Advisors, Inc | 5 | 5 | 0.08% | 0.09% | 0.10% | Q4 2019 | Q4 2020 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q4 2022 | 5 |
Live Your Vision, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q1 2019 | 5 |
SOUNDMARK WEALTH MANAGEMENT, LLC | 5 | 5 | 0.21% | 0.31% | 0.40% | Q1 2021 | Q1 2022 | 5 |
WOLVERINE TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2022 | 5 |
Paragon Capital Management Ltd | 5 | 5 | 0.12% | 0.30% | 0.37% | Q3 2022 | Q3 2023 | 5 |
WASHINGTON TRUST Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Snowden Capital Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 4 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 4 | 4 | 0.88% | 1.17% | 1.31% | Q2 2017 | Q1 2018 | 4 |
Clarus Wealth Advisors | 4 | 4 | 0.03% | 0.04% | 0.06% | Q2 2018 | Q1 2019 | 4 |
Bison Wealth, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
NOVARE CAPITAL MANAGEMENT LLC | 4 | 4 | 0.05% | 0.08% | 0.10% | Q1 2018 | Q4 2018 | 4 |
AdvicePeriod, LLC | 3 | 1 | 0.01% | 0.03% | 0.06% | Q2 2018 | Q2 2021 | 4 |
EVERMAY WEALTH MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 4 |
Cranbrook Wealth Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q2 2019 | 4 |
Magnus Financial Group LLC | 4 | 4 | 0.27% | 0.34% | 0.41% | Q4 2021 | Q3 2022 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
RAYNER & HAYNOR | 4 | 4 | 0.75% | 0.80% | 0.83% | Q4 2013 | Q3 2014 | 4 |
REBALANCE, LLC | 4 | 4 | 0.26% | 0.27% | 0.27% | Q4 2022 | Q3 2023 | 4 |
Centerpoint Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Geneva Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q2 2017 | 4 |
RAYMOND JAMES TRUST N.A. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Lodestone Wealth Management LLC | 4 | 4 | 1.30% | 1.43% | 1.57% | Q4 2022 | Q3 2023 | 4 |
Surevest, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
CHILTON CAPITAL MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
Ellevest, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2020 | 4 |
AF Advisors, Inc. | 3 | 1 | 0.11% | 0.14% | 0.18% | Q4 2019 | Q4 2021 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.09% | 0.10% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Evergreen Wealth Management, LLC | 4 | 4 | 0.64% | 0.73% | 0.79% | Q4 2022 | Q3 2023 | 4 |
FSA Wealth Management LLC | 3 | 1 | 0.07% | 0.18% | 0.30% | Q4 2019 | Q4 2020 | 4 |
Frisch Financial Group, Inc. | 4 | 4 | 0.30% | 0.39% | 0.47% | Q4 2018 | Q3 2019 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.05% | 0.07% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Graves Light Lenhart Wealth, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
Vawter Financial, Ltd. | 4 | 4 | 3.40% | 3.69% | 4.03% | Q4 2022 | Q3 2023 | 4 |
Alpha Financial Advisors, LLC | 4 | 4 | 0.93% | 1.08% | 1.33% | Q4 2022 | Q3 2023 | 4 |
FIRST FOUNDATION ADVISORS | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q1 2023 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.01% | 0.03% | 0.05% | Q4 2021 | Q1 2023 | 4 |
COLLECTIVE FAMILY OFFICE LLC | 2 | 1 | 0.09% | 0.25% | 0.33% | Q2 2022 | Q3 2023 | 4 |
Winfield Associates, Inc. | 4 | 4 | 0.00% | 0.09% | 0.12% | Q3 2017 | Q2 2018 | 4 |
ARGENT TRUST COMPANY, N.A. | 4 | 4 | 0.25% | 0.26% | 0.26% | Q2 2014 | Q1 2015 | 4 |
Insight Advisors, LLC/ PA | 4 | 4 | 0.06% | 0.07% | 0.07% | Q1 2021 | Q4 2021 | 4 |
BNP PARIBAS FINANCIAL MARKETS | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.01% | 0.05% | Q3 2019 | Q1 2021 | 4 |
Spectrum Management Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Mach-1 Financial Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 4 | 4 | 0.08% | 0.08% | 0.08% | Q1 2017 | Q4 2017 | 4 |
PFM Asset Management LLC | 4 | 4 | 0.27% | 0.32% | 0.35% | Q4 2020 | Q3 2021 | 4 |
Cassaday & Co Wealth Management LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
SONATA CAPITAL GROUP INC | 4 | 4 | 0.18% | 0.18% | 0.18% | Q4 2015 | Q3 2016 | 4 |
LAM GROUP, INC. | 4 | 4 | 3.87% | 4.07% | 4.43% | Q4 2022 | Q3 2023 | 4 |
Life Planning Partners, Inc | 4 | 4 | 1.10% | 1.30% | 1.46% | Q4 2021 | Q3 2022 | 4 |
WEALTHFRONT Corp | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2015 | 4 |
FutureAdvisor, Inc. | 4 | 4 | 0.44% | 0.70% | 0.99% | Q4 2014 | Q3 2015 | 4 |
New Republic Capital, LLC | 4 | 4 | 0.00% | 0.05% | 0.07% | Q4 2022 | Q3 2023 | 4 |
PRESILIUM PRIVATE WEALTH, LLC | 4 | 4 | 1.82% | 2.46% | 2.72% | Q4 2022 | Q3 2023 | 4 |
Ruedi Wealth Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Mirador Capital Partners LP | 4 | 4 | 0.40% | 0.49% | 0.55% | Q1 2016 | Q4 2016 | 4 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2015 | 4 |
Next Capital Management LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q3 2019 | 4 |
Allegiance Financial Group Advisory Services LLC | 4 | 4 | 1.84% | 2.28% | 2.86% | Q4 2022 | Q3 2023 | 4 |
W.G. Shaheen & Associates DBA Whitney & Co | 3 | 1 | 0.02% | 0.05% | 0.14% | Q2 2016 | Q3 2018 | 4 |
CALDWELL SUTTER CAPITAL, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
JGP Wealth Management, LLC | 4 | 4 | 1.61% | 1.68% | 1.78% | Q4 2022 | Q3 2023 | 4 |
1834 INVESTMENT ADVISORS CO | 2 | 1 | 0.00% | 0.09% | 0.18% | Q2 2014 | Q2 2022 | 4 |
DRW Securities, LLC | 2 | 2 | 0.03% | 0.04% | 0.06% | Q2 2020 | Q2 2023 | 4 |
DIVIDEND ASSETS CAPITAL, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
MAGNOLIA CAPITAL ADVISORS LLC | 4 | 4 | 0.24% | 0.34% | 0.44% | Q4 2019 | Q3 2020 | 4 |
Geneva Partners, LLC | 4 | 4 | 0.72% | 0.87% | 1.01% | Q3 2017 | Q2 2018 | 4 |
Freestone Capital Holdings, LLC | 2 | 1 | 0.00% | 0.23% | 0.89% | Q4 2018 | Q4 2021 | 4 |
Hudock, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Financial Advocates Investment Management | 2 | 1 | 0.03% | 0.06% | 0.08% | Q4 2017 | Q2 2022 | 4 |
HALL LAURIE J TRUSTEE | 4 | 4 | 0.08% | 0.09% | 0.09% | Q4 2017 | Q3 2018 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
FIRST MANHATTAN CO. LLC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
Werba Rubin Papier Wealth Management | 4 | 4 | 0.09% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 4 |
WFA of San Diego, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
Vigilant Capital Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2022 | 4 |
Financial Futures Ltd Liability Co. | 3 | 3 | 0.20% | 0.69% | 1.58% | Q1 2022 | Q3 2022 | 3 |
Blue Trust, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 3 |
Centered Wealth LLC dba Miller Equity Capital Advisors | 3 | 3 | 0.52% | 1.22% | 1.59% | Q1 2023 | Q3 2023 | 3 |
Laurel Wealth Advisors, Inc. | 3 | 3 | 0.07% | 0.07% | 0.08% | Q2 2022 | Q4 2022 | 3 |
RENAISSANCE GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 3 |
McAdam, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Winch Advisory Services, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2015 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 3 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2018 | Q3 2018 | 3 |
CULLEN/FROST BANKERS, INC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 3 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.00% | 0.42% | 0.76% | Q2 2022 | Q3 2023 | 3 |
O'Connor Financial Group LLC | 3 | 3 | 0.40% | 0.42% | 0.44% | Q1 2023 | Q3 2023 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 0.07% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Pacifica Partners Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Fiduciary Trust Co International of Pennsylvania | 3 | 3 | 0.28% | 0.28% | 0.28% | Q2 2018 | Q4 2018 | 3 |
NewEdge Wealth, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Fisher Asset Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 3 |
Mariner Wealth Advisors-Madison, LLC | 3 | 3 | 6.88% | 6.99% | 7.19% | Q1 2013 | Q3 2013 | 3 |
Penserra Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
TOWNSQUARE CAPITAL LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 3 |
Employees Retirement System of Texas | 3 | 3 | 1.94% | 2.51% | 2.81% | Q2 2018 | Q4 2018 | 3 |
DFPG INVESTMENTS, LLC | 3 | 3 | 0.03% | 0.14% | 0.30% | Q1 2023 | Q3 2023 | 3 |
Fiduciary Planning LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
Moran Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Argent Trust Co | 1 | 1 | 0.01% | 0.06% | 0.14% | Q4 2014 | Q2 2023 | 3 |
PANAGORA ASSET MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
LAKE STREET ADVISORS GROUP, LLC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
MKD WEALTH COACHES, LLC | 3 | 3 | 0.11% | 1.38% | 3.89% | Q4 2018 | Q2 2019 | 3 |
Stearns Financial Services Group | 3 | 3 | 0.12% | 0.19% | 0.22% | Q1 2020 | Q3 2020 | 3 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q1 2023 | 3 |
Cleary Gull Holdings Inc. | 2 | 1 | 0.06% | 0.07% | 0.09% | Q2 2015 | Q1 2016 | 3 |
Clarius Group, LLC | 3 | 3 | 0.26% | 0.29% | 0.35% | Q4 2015 | Q2 2016 | 3 |
AlphaMark Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
Jacobi Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
SIMPLEX TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2023 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Trexquant Investment LP | 1 | 1 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2022 | 3 |
Prentice Wealth Management LLC | 3 | 3 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2021 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
CPWM, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2022 | 3 |
RFP Financial Group LLC | 3 | 3 | 0.02% | 0.03% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Legend Financial Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
WIPFLI FINANCIAL ADVISORS LLC, | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q3 2022 | 3 |
Pictet North America Advisors SA | 3 | 3 | 0.13% | 0.21% | 0.36% | Q1 2023 | Q3 2023 | 3 |
Prospera Financial Services Inc | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2022 | 3 |
JDM Financial Group LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 3 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
CKW FINANCIAL GROUP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
Homrich & Berg | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
TUDOR INVESTMENT CORP ET AL | 2 | 1 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q1 2023 | 3 |
NWK Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
Refined Wealth Management | 3 | 3 | 0.67% | 0.67% | 0.68% | Q2 2021 | Q4 2021 | 3 |
Knuff & Co LLC | 3 | 3 | 0.05% | 0.06% | 0.09% | Q3 2019 | Q1 2020 | 3 |
QUATTRO FINANCIAL ADVISORS LLC | 3 | 3 | 0.64% | 0.89% | 1.07% | Q1 2021 | Q3 2021 | 3 |
Core Wealth Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Matisse Capital | 3 | 3 | 0.43% | 0.45% | 0.47% | Q1 2023 | Q3 2023 | 3 |
Destination Wealth Management | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 3 |
Breakwater Capital Group | 3 | 3 | 0.16% | 0.18% | 0.20% | Q1 2023 | Q3 2023 | 3 |
Invesco Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Ignite Planners, LLC | 3 | 3 | 0.19% | 0.22% | 0.28% | Q4 2021 | Q2 2022 | 3 |
MidWestOne Financial Group, Inc. | 3 | 3 | 0.05% | 0.06% | 0.07% | Q2 2019 | Q4 2019 | 3 |
Allegis Investment Advisors, LLC | 2 | 1 | 0.02% | 0.04% | 0.06% | Q4 2015 | Q3 2017 | 3 |
Harel Insurance Investments & Financial Services Ltd. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
KWB Wealth | 3 | 3 | 0.06% | 0.06% | 0.08% | Q4 2020 | Q2 2021 | 3 |
55I, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Noble Family Wealth, LLC | 3 | 3 | 0.78% | 0.79% | 0.80% | Q1 2023 | Q3 2023 | 3 |
NextCapital Advisers, Inc. | 3 | 3 | 0.21% | 1.75% | 2.55% | Q1 2018 | Q3 2018 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 1.84% | 1.86% | 1.88% | Q1 2023 | Q3 2023 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
TFB Advisors LLC | 3 | 3 | 0.25% | 0.33% | 0.37% | Q4 2022 | Q2 2023 | 3 |
CreativeOne Wealth, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 3 |
CSM Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
WEDBUSH SECURITIES INC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
LIBERTY WEALTH MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2021 | 3 |
Avidian Wealth Solutions, LLC | 3 | 3 | 0.06% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
25 LLC | 3 | 3 | 9.67% | 9.79% | 10.00% | Q1 2023 | Q3 2023 | 3 |
Truvestments Capital LLC | 2 | 1 | 0.02% | 0.04% | 0.05% | Q3 2018 | Q2 2019 | 3 |
Better Money Decisions, LLC | 2 | 1 | 0.09% | 0.13% | 0.14% | Q2 2021 | Q2 2022 | 3 |
Strategic Capital Alternatives LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2015 | 3 |
Paulson Wealth Management Inc. | 3 | 3 | 0.21% | 0.22% | 0.23% | Q4 2017 | Q2 2018 | 3 |
EP Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Tempus Wealth Planning, LLC | 3 | 3 | 0.32% | 0.36% | 0.38% | Q1 2021 | Q3 2021 | 3 |
FourThought Financial, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
S&CO INC | 2 | 1 | 0.03% | 0.03% | 0.03% | Q2 2014 | Q2 2015 | 3 |
Financial Gravity Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 2 |
Roger Wittlin Investment Advisory, LLC | 2 | 2 | 0.20% | 0.21% | 0.22% | Q4 2021 | Q1 2022 | 2 |
Greenspring Advisors, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q1 2022 | 2 |
BENJAMIN EDWARDS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
SWAN Capital LLC | 1 | 1 | 3.98% | 4.17% | 4.35% | Q1 2023 | Q3 2023 | 2 |
WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Lansing Street Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
GoalVest Advisory LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 2 |
Strengthening Families & Communities, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Wealth Quarterback LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
AlphaCore Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 2 |
PRICE T ROWE ASSOCIATES INC /MD/ | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2017 | Q3 2017 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Executive Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
TCG Advisors, LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
BANQUE PICTET & CIE SA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Advisor Resource Council | 1 | 1 | 0.07% | 0.08% | 0.09% | Q2 2021 | Q4 2021 | 2 |
Barber Financial Group, Inc. | 1 | 1 | 2.68% | 3.39% | 4.10% | Q2 2017 | Q4 2017 | 2 |
Providence Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
SRS Capital Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2023 | 2 |
Phoenix Wealth Advisors | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
SILVER OAK SECURITIES, INCORPORATED | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 2 |
SYNOVUS FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
RNC CAPITAL MANAGEMENT LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q2 2018 | 2 |
Burt Wealth Advisors | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
Neuberger Berman Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Highland Private Wealth Management | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2022 | Q3 2022 | 2 |
WealthOne, LLC | 1 | 1 | 0.16% | 0.17% | 0.18% | Q4 2018 | Q2 2019 | 2 |
Intelligence Driven Advisers, LLC | 2 | 2 | 0.30% | 0.32% | 0.35% | Q1 2020 | Q2 2020 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Cable Hill Partners, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q1 2019 | 2 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Transamerica Financial Advisors, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2017 | Q2 2018 | 2 |
R & A Capital Management, LLC | 2 | 2 | 0.32% | 0.33% | 0.34% | Q2 2013 | Q3 2013 | 2 |
Wagner Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Athena Investment Management | 2 | 2 | 0.14% | 0.15% | 0.15% | Q1 2023 | Q2 2023 | 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 |
PRUDENTIAL FINANCIAL INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
HM PAYSON & CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
New Harbor Financial Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Peterson Wealth Services | 2 | 2 | 2.39% | 2.46% | 2.52% | Q4 2021 | Q1 2022 | 2 |
RITHOLTZ WEALTH MANAGEMENT | 1 | 1 | 0.06% | 0.13% | 0.20% | Q4 2016 | Q1 2018 | 2 |
HARDING LOEVNER LP | 1 | 1 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q4 2015 | 2 |
DGS Capital Management, LLC | 2 | 2 | 0.13% | 0.14% | 0.15% | Q4 2022 | Q1 2023 | 2 |
MYCIO WEALTH PARTNERS, LLC | 2 | 2 | 0.00% | 0.02% | 0.04% | Q2 2015 | Q3 2015 | 2 |
BB&T SECURITIES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
ADVISOR PARTNERS II, LLC | 2 | 2 | 0.05% | 0.13% | 0.21% | Q2 2023 | Q3 2023 | 2 |
Trivant Custom Portfolio Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Archer Investment Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Procyon Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q1 2020 | 2 |
PACIFIC FINANCIAL GROUP INC | 2 | 2 | 1.39% | 1.46% | 1.54% | Q3 2019 | Q4 2019 | 2 |
American Investment Services, Inc. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Kozak & Associates, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Your Advocates Ltd., LLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
NVWM, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 2 |
Antonetti Capital Management LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
CGC Financial Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Sage Financial Management Group, Inc. | 1 | 1 | 1.87% | 1.97% | 2.06% | Q1 2023 | Q3 2023 | 2 |
Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2017 | 2 |
HB Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Bares Capital Management | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2014 | Q4 2014 | 2 |
Y-Intercept (Hong Kong) Ltd | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2022 | Q3 2022 | 2 |
WealthTrust-Arizona, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Relyea Zuckerberg Hanson LLC | 2 | 2 | 0.26% | 0.45% | 0.63% | Q4 2019 | Q1 2020 | 2 |
First Command Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2021 | 2 |
TRUEWEALTH LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
Pacific Life Fund Advisors LLC | 2 | 2 | 1.06% | 1.07% | 1.07% | Q2 2023 | Q3 2023 | 2 |
FSC Wealth Advisors, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2022 | Q3 2022 | 2 |
HAZLETT, BURT & WATSON, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Plancorp, LLC | 1 | 1 | 0.07% | 0.07% | 0.08% | Q4 2019 | Q2 2020 | 2 |
S.A. Mason LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q1 2020 | 2 |
Summit Rock Advisors, LP | 2 | 2 | 14.76% | 17.74% | 20.72% | Q4 2020 | Q1 2021 | 2 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 2 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 2 |
Brookstone Capital Management | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2015 | 2 |
TILIA FIDUCIARY PARTNERS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Three Bridge Wealth Advisors, LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q1 2022 | Q2 2022 | 2 |
West Family Investments, Inc. | 2 | 2 | 0.62% | 0.70% | 0.78% | Q4 2020 | Q1 2021 | 2 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
Crosspoint Capital Strategies, LLC | 2 | 2 | 0.07% | 0.31% | 0.56% | Q3 2015 | Q4 2015 | 2 |
Trust Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Concord Wealth Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Carnick & Kubik, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q1 2016 | 2 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q2 2017 | 2 |
APPLETON PARTNERS INC/MA | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q4 2023 | 2 |
Jordan Park Group LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q1 2020 | 2 |
Mandatum Life Insurance Co Ltd | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q4 2017 | 2 |
Paragon Wealth Strategies, LLC | 2 | 2 | 2.58% | 2.65% | 2.71% | Q3 2021 | Q4 2021 | 2 |
BOENNING & SCATTERGOOD, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q4 2022 | 2 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2020 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.33% | 0.34% | 0.35% | Q2 2023 | Q3 2023 | 2 |
FLAGSTAR ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
PRINCIPAL FINANCIAL GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
MACKENZIE FINANCIAL CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Parisi Gray Wealth Management | 2 | 2 | 0.09% | 0.09% | 0.10% | Q3 2021 | Q4 2021 | 2 |
Visionary Asset Management, Inc. | 2 | 2 | 0.11% | 0.11% | 0.11% | Q2 2018 | Q3 2018 | 2 |
TITLEIST ASSET MANAGEMENT, LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Scarborough Advisors, LLC | 2 | 2 | 0.84% | 1.38% | 1.92% | Q4 2021 | Q1 2022 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
Kowal Investment Group, LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q3 2021 | Q4 2021 | 2 |
WESPAC Advisors SoCal, LLC | 1 | 1 | 0.00% | 0.36% | 0.72% | Q1 2016 | Q4 2019 | 2 |
Colonial Trust Co / SC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Summit Equities Inc | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2018 | Q3 2018 | 2 |
Sterling Financial Planning, Inc. | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2021 | 2 |
Litman Gregory Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Accel Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Exchange Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
FIRST INTERSTATE BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Norway Savings Bank | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Heritage Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Bruderman Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Berman Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Manifold Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
TD Waterhouse Canada Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Moss Adams Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ALBION FINANCIAL GROUP /UT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Schubert & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
QUADRANT CAPITAL GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Bristlecone Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
AVANTAX ADVISORY SERVICES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Carmichael Hill & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Kathmere Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
SHAPIRO ROBERT N | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2014 | Q4 2014 | 1 |
Ruggie Capital Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Stuart Chaussee & Associates, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Cribstone Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
STAPP WEALTH MANAGEMENT, PLLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
Compass Ion Advisors, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2023 | Q3 2023 | 1 |
Permit Capital Advisors, LLC | 1 | 1 | 1.42% | 1.42% | 1.42% | Q1 2022 | Q1 2022 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
BANYAN CAPITAL MANAGEMENT, INC. | 1 | 1 | 3.57% | 3.57% | 3.57% | Q4 2018 | Q4 2018 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Trifecta Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Northeast Financial Consultants Inc | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2015 | Q3 2015 | 1 |
RESOLUTE FINANCIAL, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2022 | Q4 2022 | 1 |
Five Oceans Advisors | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2022 | Q2 2022 | 1 |
American Financial Network Advisory Services LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2019 | Q3 2019 | 1 |
FULTON BANK, N.A. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
ATTICUS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Blume Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Wilson & Boucher Capital Management, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2022 | Q1 2022 | 1 |
TURNER INVESTMENTS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Accredited Investors Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2014 | Q4 2014 | 1 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Pointe Capital Management LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2016 | Q4 2016 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
NORTHSTAR ASSET MANAGEMENT Co LLC | 1 | 1 | 1.31% | 1.31% | 1.31% | Q2 2013 | Q2 2013 | 1 |
BOSTON FINANCIAL MANGEMENT LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2018 | Q3 2018 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
First Bank & Trust | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
AEGON USA Investment Management, LLC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q2 2015 | Q2 2015 | 1 |
FIRST HORIZON CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
American Trust | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
MONUMENTAL FINANCIAL GROUP INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
BBVA USA Bancshares, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
CNB Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Integrity Financial Corp /WA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
FinTrust Investment Advisory Services, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2018 | Q1 2018 | 1 |
LFA - Lugano Financial Advisors SA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2016 | Q4 2016 | 1 |
Hoese & Co LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
JFG Wealth Management, LLC | 1 | 1 | 2.01% | 2.01% | 2.01% | Q3 2022 | Q3 2022 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Lighthouse Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
SMITH, MOORE & CO. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2018 | Q2 2018 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Global Trust Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
PITTENGER & ANDERSON INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
D L CARLSON INVESTMENT GROUP INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2019 | Q3 2019 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
VISTA CAPITAL PARTNERS, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q2 2020 | 1 |
Intellectus Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Fieldpoint Private Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Lido Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Morningstar Investment Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Walleye Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
First Command Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
IAM Advisory, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
TCW GROUP INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Nuveen Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
CAPITAL INSIGHT PARTNERS, LLC | 1 | 1 | 2.67% | 2.67% | 2.67% | Q4 2019 | Q4 2019 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Legacy Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
Equita Financial Network, Inc. | 1 | 1 | 0.65% | 0.65% | 0.65% | Q3 2023 | Q3 2023 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
BEACON FINANCIAL GROUP | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2013 | Q3 2013 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Icon Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Stephens Consulting, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Gladstone Institutional Advisory LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2013 | Q2 2013 | 1 |
G2 CAPITAL MANAGEMENT, LLC / OH | 1 | 1 | 0.60% | 0.60% | 0.60% | Q4 2022 | Q4 2022 | 1 |
BRANDES INVESTMENT PARTNERS, LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Gratus Capital, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
CS MCKEE LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
BOKF, NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
tru Independence LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
CASTLE WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Financial Sense Advisors, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2018 | Q1 2018 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
Phocas Financial Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
PROFFITT & GOODSON INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Whitaker-Myers Wealth Managers, LTD. | 1 | 1 | 0.90% | 0.90% | 0.90% | Q3 2023 | Q3 2023 | 1 |
Brouwer & Janachowski, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Professional Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
DOLIVER ADVISORS, LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2019 | Q2 2019 | 1 |
Family Management Corp | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
GREENWOOD CAPITAL ASSOCIATES LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2018 | Q2 2018 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
TIAA, FSB | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Morling Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Parcion Private Wealth LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Buffington Mohr McNeal | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Tradition Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Patriot Financial Group Insurance Agency, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
VitalStone Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Minot Wealth Management LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2019 | Q4 2019 | 1 |
LAZARD ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Capital Directions Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Twin Lakes Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
VAN ECK ASSOCIATES CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
SevenBridge Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Financial Advantage, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2014 | Q1 2014 | 1 |
LeJeune Puetz Investment Counsel LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
Aspire Wealth Management Corp | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2022 | Q2 2022 | 1 |
Integrated Advisors Network LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Piscataqua Savings Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
RPg Family Wealth Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
Raleigh Capital Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
True Wealth Design, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CABANA LLC | 1 | 1 | 2.55% | 2.55% | 2.55% | Q2 2020 | Q2 2020 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2013 | Q4 2013 | 1 |
Ten Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Claro Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Strategies Wealth Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
Semmax Financial Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Baltimore-Washington Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Genesee Capital Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
QCI ASSET MANAGEMENT INC/NY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
JANUS HENDERSON INVESTORS US LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
BRINKER CAPITAL INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q4 2018 | 1 |
MRP Capital Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Verition Fund Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 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 |
Mascoma Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Beck Bode, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Crow Point Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
CULLINAN ASSOCIATES INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Sparta 24 Ltd. | 1 | 1 | 17.19% | 17.19% | 17.19% | Q3 2023 | Q3 2023 | 1 |
IFG Advisory, LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q3 2022 | Q3 2022 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Black Swift Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
MARVIN & PALMER ASSOCIATES INC | 1 | 1 | 0.76% | 0.76% | 0.76% | Q2 2021 | Q2 2021 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Klaas Financial Asset Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CLEARY GULL INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2015 | Q1 2015 | 1 |
Lumature Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
BRYN MAWR TRUST Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
Allspring Global Investments Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Syverson Strege & Co | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
KCS Wealth Advisory | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Western Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
PFG Private Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
F3Logic, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2020 | Q3 2020 | 1 |
Balentine LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
BlackRock Institutional Trust Company, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
D. SCOTT NEAL, INC. | 1 | 1 | 0.46% | 0.46% | 0.46% | Q2 2018 | Q2 2018 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Grey Fox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Align Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
SteelBridge Private Wealth Advisors LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2017 | Q2 2017 | 1 |
RE Dickinson Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Buck Wealth Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
ORG Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Saratoga Research & Investment Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
Foundations Investment Advisors, LLC | 1 | 1 | 2.03% | 2.03% | 2.03% | Q2 2020 | Q2 2020 | 1 |
FIRST CITIZENS BANK & TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Meridian Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
PUTNAM INVESTMENTS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Paragon Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
TRANSCEND CAPITAL ADVISORS, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2019 | Q4 2019 | 1 |
FundX Investment Group, LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q3 2016 | Q3 2016 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Prostatis Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
JCIC Asset Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Holloway Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
4Thought Financial Group Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
SG Americas Securities, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2016 | Q3 2016 | 1 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Rosenberg Matthew Hamilton | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Iron Horse Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 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.