Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q3 2023 | 110 |
JANE STREET GROUP, LLC | 39 | 39 | 0.00% | 0.04% | 0.32% | Q1 2014 | Q3 2023 | 77 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.00% | 0.08% | Q4 2015 | Q3 2023 | 71 |
GOLDMAN SACHS GROUP INC | 42 | 3 | 0.00% | 0.01% | 0.02% | Q1 2012 | Q3 2023 | 53 |
Arbor Investment Advisors, LLC | 52 | 52 | 0.85% | 3.38% | 10.33% | Q4 2010 | Q3 2023 | 52 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 50 |
Creative Planning | 42 | 42 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 45 |
Wind River Trust Co | 44 | 44 | 19.58% | 24.18% | 34.98% | Q4 2012 | Q3 2023 | 44 |
HUNTINGTON NATIONAL BANK | 42 | 42 | 0.00% | 0.08% | 0.42% | Q2 2013 | Q3 2023 | 44 |
Joel Isaacson & Co., LLC | 44 | 44 | 0.01% | 0.21% | 0.36% | Q4 2012 | Q3 2023 | 44 |
Tortoise Investment Management, LLC | 44 | 44 | 0.02% | 0.41% | 1.12% | Q4 2012 | Q3 2023 | 44 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 42 | 1 | 0.02% | 0.19% | 0.40% | Q2 2010 | Q3 2023 | 43 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.01% | 0.04% | 0.13% | Q2 2013 | Q3 2023 | 43 |
Van Cleef Asset Management,Inc | 42 | 42 | 0.46% | 0.62% | 0.93% | Q2 2013 | Q3 2023 | 42 |
Cetera Advisor Networks LLC | 21 | 21 | 0.01% | 0.14% | 1.49% | Q1 2013 | Q3 2023 | 42 |
BESSEMER GROUP INC | 42 | 42 | 0.00% | 0.08% | 0.98% | Q2 2013 | Q3 2023 | 42 |
Baker Ellis Asset Management LLC | 42 | 42 | 0.63% | 0.94% | 1.15% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Seven Post Investment Office LP | 42 | 42 | 1.85% | 5.15% | 14.46% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.06% | 0.11% | 0.23% | Q2 2013 | Q3 2023 | 42 |
Choate Investment Advisors | 42 | 42 | 0.03% | 0.09% | 0.27% | Q2 2013 | Q3 2023 | 42 |
Texas Yale Capital Corp. | 42 | 42 | 0.05% | 0.09% | 0.16% | Q2 2013 | Q3 2023 | 42 |
Baker Avenue Asset Management, LP | 42 | 42 | 0.05% | 0.96% | 6.40% | Q2 2013 | Q3 2023 | 42 |
Smithfield Trust Co | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Hudock, Inc. | 42 | 42 | 0.00% | 0.22% | 2.66% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
TRUST CO OF VIRGINIA /VA | 42 | 42 | 0.05% | 0.53% | 1.79% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.01% | 0.11% | Q2 2013 | Q3 2023 | 42 |
Bartlett & Co. LLC | 26 | 16 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q4 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q3 2023 | 42 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 42 | 42 | 0.08% | 0.11% | 0.14% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.04% | 0.07% | 0.10% | Q2 2013 | Q3 2023 | 42 |
BSW Wealth Partners | 42 | 42 | 0.12% | 0.22% | 0.64% | Q2 2013 | Q3 2023 | 42 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 37 | 4 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q3 2023 | 41 |
Cambridge Investment Research Advisors, Inc. | 41 | 41 | 0.01% | 0.04% | 0.06% | Q3 2013 | Q3 2023 | 41 |
Kistler-Tiffany Companies, LLC | 41 | 41 | 0.02% | 0.06% | 0.10% | Q2 2013 | Q2 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 41 |
Rathbones Group PLC | 39 | 2 | 0.03% | 0.10% | 0.16% | Q2 2013 | Q3 2023 | 41 |
Evercore Wealth Management, LLC | 35 | 6 | 0.01% | 0.07% | 0.30% | Q2 2013 | Q3 2023 | 41 |
WBH ADVISORY INC | 38 | 3 | 0.18% | 0.77% | 2.68% | Q2 2013 | Q3 2023 | 41 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 28 | 13 | 0.06% | 0.24% | 0.57% | Q2 2013 | Q3 2023 | 41 |
CAHILL FINANCIAL ADVISORS INC | 40 | 40 | 0.08% | 0.17% | 0.56% | Q4 2013 | Q3 2023 | 40 |
JPMORGAN CHASE & CO | 40 | 40 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 40 |
Citadel Advisors | 11 | 1 | 0.00% | 0.00% | 0.03% | Q4 2015 | Q3 2023 | 40 |
TD Capital Management LLC | 35 | 5 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 40 |
Bangor Savings Bank | 40 | 40 | 0.12% | 0.38% | 0.68% | Q4 2013 | Q3 2023 | 40 |
Private Advisor Group, LLC | 38 | 38 | 0.00% | 0.15% | 0.42% | Q2 2014 | Q3 2023 | 39 |
ICONIQ Capital, LLC | 39 | 39 | 0.01% | 0.15% | 0.35% | Q1 2014 | Q3 2023 | 39 |
Zhang Financial LLC | 39 | 39 | 0.15% | 3.04% | 4.78% | Q1 2014 | Q3 2023 | 39 |
US BANCORP \DE\ | 39 | 39 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 39 |
Raymond James Financial Services Advisors, Inc. | 22 | 7 | 0.01% | 0.08% | 0.44% | Q3 2013 | Q3 2023 | 39 |
Veritable, L.P. | 37 | 1 | 0.00% | 0.07% | 0.18% | Q4 2012 | Q2 2023 | 39 |
SIGNATUREFD, LLC | 39 | 39 | 0.12% | 2.47% | 5.17% | Q1 2014 | Q3 2023 | 39 |
Evanson Asset Management, LLC | 39 | 39 | 0.08% | 1.30% | 2.40% | Q1 2014 | Q3 2023 | 39 |
CIBC Private Wealth Group, LLC | 36 | 2 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2023 | 38 |
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 38 | 38 | 0.18% | 12.29% | 23.78% | Q2 2014 | Q3 2023 | 38 |
UBS Group AG | 36 | 36 | 0.00% | 0.08% | 0.26% | Q4 2014 | Q3 2023 | 38 |
ALLIANCEBERNSTEIN L.P. | 28 | 10 | 0.00% | 0.02% | 0.08% | Q4 2013 | Q3 2023 | 38 |
EATON VANCE MANAGEMENT | 38 | 38 | 0.01% | 0.01% | 0.04% | Q2 2013 | Q3 2022 | 38 |
Wealth Architects, LLC | 36 | 36 | 2.47% | 3.21% | 4.45% | Q4 2014 | Q3 2023 | 36 |
AllSquare Wealth Management LLC | 36 | 36 | 0.95% | 1.44% | 2.26% | Q4 2014 | Q3 2023 | 36 |
JUNCTURE WEALTH STRATEGIES, LLC | 36 | 36 | 0.18% | 3.19% | 7.98% | Q4 2014 | Q3 2023 | 36 |
Neumann Capital Management, LLC | 36 | 36 | 0.86% | 1.01% | 1.23% | Q4 2014 | Q3 2023 | 36 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 15 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 36 |
Private Ocean, LLC | 18 | 1 | 0.00% | 0.04% | 0.18% | Q4 2013 | Q3 2023 | 36 |
Garde Capital, Inc. | 23 | 1 | 0.01% | 0.07% | 0.20% | Q2 2014 | Q3 2023 | 36 |
Rehmann Capital Advisory Group | 19 | 2 | 0.05% | 0.09% | 0.13% | Q1 2014 | Q3 2023 | 36 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 36 | 36 | 0.01% | 0.48% | 3.20% | Q4 2014 | Q3 2023 | 36 |
CAPTRUST FINANCIAL ADVISORS | 26 | 1 | 0.01% | 0.03% | 0.39% | Q2 2013 | Q3 2023 | 36 |
Northstar Group, Inc. | 36 | 36 | 0.56% | 0.88% | 1.19% | Q4 2014 | Q3 2023 | 36 |
ROPES WEALTH ADVISORS LLC | 35 | 35 | 0.02% | 0.35% | 0.68% | Q1 2015 | Q3 2023 | 35 |
Roble, Belko & Company, Inc | 35 | 35 | 0.01% | 0.03% | 0.12% | Q1 2015 | Q3 2023 | 35 |
New England Private Wealth Advisors LLC | 31 | 2 | 0.04% | 0.76% | 1.11% | Q3 2013 | Q3 2023 | 35 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 28 | 7 | 0.00% | 0.02% | 0.07% | Q4 2014 | Q3 2023 | 35 |
TCI Wealth Advisors, Inc. | 35 | 35 | 0.00% | 0.09% | 0.20% | Q1 2015 | Q3 2023 | 35 |
HighTower Advisors, LLC | 24 | 11 | 0.00% | 0.06% | 0.16% | Q4 2014 | Q3 2023 | 35 |
L. Roy Papp & Associates, LLP | 19 | 1 | 0.04% | 0.05% | 0.05% | Q1 2014 | Q3 2023 | 35 |
WMS Partners, LLC | 17 | 7 | 0.04% | 0.23% | 1.73% | Q2 2014 | Q3 2023 | 35 |
Cable Hill Partners, LLC | 29 | 6 | 0.05% | 0.51% | 8.46% | Q4 2014 | Q3 2023 | 35 |
Autus Asset Management, LLC | 34 | 34 | 0.04% | 0.07% | 0.10% | Q3 2014 | Q4 2022 | 34 |
Vigilant Capital Management, LLC | 25 | 9 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q2 2023 | 34 |
JFS WEALTH ADVISORS, LLC | 19 | 15 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 34 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 34 | 34 | 0.00% | 0.04% | 0.06% | Q2 2015 | Q3 2023 | 34 |
Ballentine Partners, LLC | 34 | 34 | 0.01% | 0.04% | 0.16% | Q2 2015 | Q3 2023 | 34 |
Family Firm, Inc. | 34 | 34 | 0.11% | 0.22% | 0.37% | Q2 2015 | Q3 2023 | 34 |
Versant Capital Management, Inc | 33 | 33 | 0.21% | 1.65% | 5.12% | Q4 2015 | Q4 2023 | 33 |
Cetera Advisors LLC | 8 | 1 | 0.00% | 0.03% | 0.16% | Q4 2013 | Q3 2023 | 33 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 1 | 0.00% | 0.22% | 0.64% | Q1 2014 | Q3 2023 | 33 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 15 | 4 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 33 |
Ironwood Financial, llc | 18 | 4 | 0.01% | 0.12% | 0.45% | Q4 2014 | Q3 2023 | 33 |
Hanlon Investment Management, Inc. | 19 | 14 | 0.10% | 0.56% | 2.16% | Q4 2013 | Q3 2023 | 33 |
STIFEL FINANCIAL CORP | 33 | 33 | 0.00% | 0.03% | 0.11% | Q3 2015 | Q3 2023 | 33 |
Neuberger Berman Group LLC | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
St. Louis Trust Co | 32 | 32 | 0.20% | 0.65% | 2.82% | Q4 2015 | Q3 2023 | 32 |
Allianz Asset Management GmbH | 32 | 32 | 0.01% | 0.06% | 0.16% | Q4 2015 | Q3 2023 | 32 |
Diversified Trust Co | 29 | 3 | 0.02% | 0.08% | 1.13% | Q2 2013 | Q4 2023 | 32 |
STEPHENS INC /AR/ | 32 | 32 | 0.02% | 0.05% | 0.09% | Q4 2015 | Q3 2023 | 32 |
J.P. Morgan Private Wealth Advisors LLC | 30 | 1 | 0.00% | 0.06% | 0.17% | Q3 2013 | Q3 2023 | 32 |
AlphaMark Advisors, LLC | 32 | 32 | 0.03% | 0.17% | 0.26% | Q4 2015 | Q3 2023 | 32 |
BlackRock Inc. | 32 | 32 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 32 |
Avior Wealth Management, LLC | 32 | 32 | 0.00% | 0.04% | 0.08% | Q4 2015 | Q3 2023 | 32 |
First PREMIER Bank | 32 | 32 | 0.18% | 0.35% | 0.60% | Q4 2015 | Q3 2023 | 32 |
NORTHERN TRUST CORP | 29 | 1 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 32 |
Cetera Investment Advisers | 32 | 32 | 0.11% | 0.38% | 0.90% | Q4 2015 | Q3 2023 | 32 |
Geneos Wealth Management Inc. | 31 | 31 | 0.01% | 0.01% | 0.05% | Q1 2016 | Q3 2023 | 31 |
Lenox Wealth Advisors, LLC | 31 | 31 | 0.05% | 3.34% | 4.92% | Q3 2014 | Q1 2022 | 31 |
CULLEN/FROST BANKERS, INC. | 31 | 31 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 31 |
Main Management LLC | 31 | 31 | 0.03% | 0.04% | 0.05% | Q1 2016 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.01% | 0.07% | Q4 2015 | Q3 2023 | 31 |
Mariner, LLC | 30 | 1 | 0.01% | 0.07% | 0.15% | Q3 2015 | Q3 2023 | 31 |
Accredited Investors Inc. | 31 | 31 | 0.13% | 2.21% | 4.79% | Q1 2016 | Q3 2023 | 31 |
Dynamic Advisor Solutions LLC | 16 | 2 | 0.02% | 0.10% | 0.26% | Q4 2014 | Q3 2023 | 31 |
Financial Architects, Inc | 25 | 2 | 0.04% | 0.05% | 0.08% | Q2 2013 | Q2 2023 | 31 |
Blue Edge Capital, LLC | 29 | 2 | 0.11% | 0.22% | 0.50% | Q1 2015 | Q3 2023 | 31 |
LS Investment Advisors, LLC | 27 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2021 | 31 |
MISSION WEALTH MANAGEMENT, LP | 31 | 31 | 0.02% | 0.05% | 0.08% | Q1 2016 | Q3 2023 | 31 |
ROTHSCHILD INVESTMENT LLC /IL | 31 | 31 | 0.03% | 0.06% | 0.08% | Q1 2016 | Q3 2023 | 31 |
SMITH, MOORE & CO. | 25 | 5 | 0.07% | 0.17% | 0.54% | Q4 2013 | Q3 2023 | 30 |
Curbstone Financial Management Corp | 24 | 1 | 0.10% | 0.16% | 0.23% | Q1 2016 | Q4 2023 | 30 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.02% | 0.06% | 0.15% | Q2 2013 | Q3 2020 | 30 |
M&T BANK CORP | 15 | 15 | 0.01% | 0.02% | 0.04% | Q1 2016 | Q3 2023 | 30 |
CWM, LLC | 22 | 8 | 0.00% | 0.01% | 0.12% | Q1 2016 | Q3 2023 | 30 |
Manchester Capital Management LLC | 28 | 2 | 0.00% | 0.33% | 1.74% | Q3 2014 | Q3 2023 | 30 |
CHOREO, LLC | 30 | 30 | 0.04% | 0.15% | 0.24% | Q2 2016 | Q3 2023 | 30 |
Sensible Financial Planning & Management, LLC. | 21 | 2 | 0.02% | 0.10% | 0.13% | Q3 2014 | Q3 2022 | 29 |
WHITTIER TRUST CO | 28 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2022 | 29 |
NEXT Financial Group, Inc | 16 | 13 | 0.00% | 0.04% | 0.10% | Q3 2014 | Q4 2021 | 29 |
BLAIR WILLIAM & CO/IL | 25 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.01% | 0.03% | 0.15% | Q4 2013 | Q4 2020 | 29 |
Advisory Services Network, LLC | 27 | 2 | 0.00% | 0.02% | 0.08% | Q2 2016 | Q3 2023 | 29 |
DOWLING & YAHNKE LLC | 20 | 1 | 0.00% | 0.07% | 0.18% | Q2 2013 | Q3 2022 | 29 |
SeaBridge Investment Advisors LLC | 29 | 29 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2020 | 29 |
KEYBANK NATIONAL ASSOCIATION/OH | 29 | 29 | 0.00% | 0.01% | 0.05% | Q4 2015 | Q4 2022 | 29 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 26 | 2 | 0.14% | 0.47% | 1.02% | Q3 2016 | Q3 2023 | 28 |
COMERICA BANK | 27 | 1 | 0.00% | 0.01% | 0.06% | Q3 2013 | Q3 2023 | 28 |
OXFORD FINANCIAL GROUP, LTD. LLC | 28 | 28 | 1.32% | 5.28% | 12.21% | Q4 2016 | Q3 2023 | 28 |
VANGUARD GROUP INC | 24 | 4 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2021 | 28 |
FLAGSHIP HARBOR ADVISORS, LLC | 28 | 28 | 0.15% | 0.27% | 0.42% | Q4 2016 | Q3 2023 | 28 |
Capital Investment Advisory Services, LLC | 28 | 28 | 0.01% | 1.46% | 5.09% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.01% | 0.08% | 0.19% | Q4 2016 | Q3 2023 | 28 |
STATE STREET CORP | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
AUA CAPITAL MANAGEMENT, LLC | 28 | 28 | 0.13% | 0.19% | 0.29% | Q4 2016 | Q3 2023 | 28 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.01% | 0.85% | 2.76% | Q1 2016 | Q4 2022 | 28 |
WEST PACES ADVISORS INC. | 28 | 28 | 0.01% | 0.04% | 0.07% | Q4 2016 | Q3 2023 | 28 |
Global Retirement Partners, LLC | 28 | 28 | 0.01% | 0.05% | 0.46% | Q4 2016 | Q3 2023 | 28 |
Gemmer Asset Management LLC | 28 | 28 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q1 2022 | 28 |
SIMON QUICK ADVISORS, LLC | 28 | 28 | 0.39% | 1.80% | 4.45% | Q4 2016 | Q3 2023 | 28 |
Janney Montgomery Scott LLC | 26 | 1 | 0.00% | 0.01% | 0.06% | Q4 2015 | Q3 2023 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.05% | 0.09% | Q2 2013 | Q4 2019 | 27 |
CONDOR CAPITAL MANAGEMENT | 27 | 27 | 0.06% | 0.10% | 0.14% | Q2 2016 | Q4 2022 | 27 |
Steward Partners Investment Advisory, LLC | 27 | 27 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 27 |
FAS Wealth Partners, Inc. | 20 | 1 | 0.04% | 1.59% | 6.34% | Q1 2015 | Q3 2023 | 27 |
Waldron Private Wealth LLC | 27 | 27 | 0.05% | 0.90% | 2.69% | Q1 2017 | Q3 2023 | 27 |
Intercontinental Wealth Advisors, LLC | 27 | 27 | 0.11% | 0.29% | 0.91% | Q4 2016 | Q2 2023 | 27 |
Ridgewood Investments LLC | 27 | 27 | 0.28% | 1.43% | 2.31% | Q1 2017 | Q3 2023 | 27 |
BROWN ADVISORY INC | 21 | 1 | 0.00% | 0.03% | 0.05% | Q3 2015 | Q3 2023 | 27 |
Fisher Asset Management, LLC | 27 | 27 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 27 |
Dorsey & Whitney Trust CO LLC | 26 | 26 | 0.04% | 0.26% | 0.97% | Q2 2017 | Q3 2023 | 26 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 26 | 26 | 0.03% | 0.07% | 0.14% | Q2 2017 | Q3 2023 | 26 |
Clearstead Advisors, LLC | 20 | 6 | 0.03% | 0.30% | 2.12% | Q1 2017 | Q3 2023 | 26 |
Meristem Family Wealth, LLC | 20 | 2 | 0.15% | 0.61% | 1.06% | Q1 2015 | Q1 2022 | 26 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 26 | 26 | 0.01% | 0.01% | 0.04% | Q2 2017 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.03% | 0.04% | 0.05% | Q2 2017 | Q3 2023 | 26 |
DUNCKER STREETT & CO INC | 14 | 12 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q3 2023 | 26 |
Roundview Capital LLC | 26 | 26 | 0.10% | 0.14% | 0.19% | Q2 2017 | Q3 2023 | 26 |
MPS Loria Financial Planners, LLC | 26 | 26 | 0.20% | 0.31% | 0.57% | Q2 2017 | Q3 2023 | 26 |
New Capital Management LP | 18 | 1 | 0.34% | 1.98% | 4.66% | Q4 2016 | Q3 2023 | 26 |
Windham Capital Management, LLC | 19 | 1 | 0.02% | 0.62% | 1.32% | Q1 2015 | Q3 2023 | 26 |
Boston Trust Walden Corp | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
Focused Wealth Management, Inc | 26 | 26 | 0.00% | 0.01% | 0.05% | Q3 2013 | Q4 2019 | 26 |
Bridgeworth, LLC | 23 | 3 | 0.04% | 0.17% | 0.38% | Q4 2016 | Q3 2023 | 26 |
Balentine LLC | 26 | 26 | 0.00% | 0.04% | 0.10% | Q2 2017 | Q3 2023 | 26 |
Valeo Financial Advisors, LLC | 25 | 25 | 0.00% | 0.07% | 0.33% | Q3 2017 | Q3 2023 | 25 |
Laird Norton Wetherby Wealth Management, LLC | 25 | 25 | 1.22% | 1.58% | 2.03% | Q3 2017 | Q3 2023 | 25 |
INTRUST BANK NA | 25 | 25 | 0.05% | 0.09% | 0.18% | Q1 2016 | Q1 2022 | 25 |
Fiera Capital Corp | 22 | 3 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 25 |
Bray Capital Advisors | 23 | 2 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q3 2023 | 25 |
EP Wealth Advisors, LLC | 17 | 3 | 0.01% | 0.12% | 1.10% | Q4 2013 | Q3 2023 | 25 |
SECURITY NATIONAL BANK OF SO DAK | 10 | 1 | 0.30% | 1.61% | 6.24% | Q4 2014 | Q3 2023 | 25 |
MONETA GROUP INVESTMENT ADVISORS LLC | 24 | 1 | 0.00% | 0.14% | 0.54% | Q3 2015 | Q3 2023 | 25 |
BRIGHTON JONES LLC | 25 | 25 | 0.03% | 0.41% | 0.87% | Q3 2017 | Q3 2023 | 25 |
Kovack Advisors, Inc. | 18 | 3 | 0.04% | 0.26% | 0.68% | Q1 2016 | Q3 2023 | 25 |
BANK OF NOVA SCOTIA | 23 | 2 | 0.00% | 0.25% | 1.51% | Q1 2017 | Q3 2023 | 25 |
Ariel Investments | 20 | 1 | 0.02% | 0.08% | 0.24% | Q3 2013 | Q3 2021 | 25 |
Stratos Wealth Partners, LTD. | 24 | 1 | 0.02% | 0.04% | 0.29% | Q4 2015 | Q3 2023 | 25 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 19 | 6 | 0.00% | 0.09% | 1.27% | Q4 2016 | Q3 2023 | 25 |
Leonard Rickey Investment Advisors P.L.L.C. | 24 | 24 | 1.32% | 3.39% | 5.83% | Q4 2017 | Q3 2023 | 24 |
Mangham Associates,LLC | 24 | 24 | 13.16% | 22.58% | 33.45% | Q4 2017 | Q3 2023 | 24 |
Integrated Wealth Concepts LLC | 24 | 24 | 0.03% | 0.16% | 0.57% | Q4 2017 | Q3 2023 | 24 |
Freestone Capital Holdings, LLC | 13 | 1 | 0.00% | 0.46% | 1.29% | Q3 2015 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.07% | 0.14% | 0.30% | Q4 2017 | Q3 2023 | 24 |
Itau Unibanco Holding S.A. | 16 | 2 | 0.03% | 0.43% | 1.28% | Q3 2016 | Q2 2023 | 24 |
180 WEALTH ADVISORS, LLC | 24 | 24 | 0.30% | 0.39% | 0.48% | Q4 2017 | Q3 2023 | 24 |
McIlrath & Eck, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
C M BIDWELL & ASSOCIATES LTD | 24 | 24 | 0.28% | 0.44% | 0.60% | Q4 2017 | Q3 2023 | 24 |
Barrett Asset Management, LLC | 24 | 24 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2019 | 24 |
PROFFITT & GOODSON INC | 24 | 24 | 0.07% | 0.08% | 0.11% | Q4 2017 | Q3 2023 | 24 |
TIEDEMANN ADVISORS, LLC | 24 | 24 | 0.05% | 0.18% | 0.33% | Q4 2017 | Q3 2023 | 24 |
Nikulski Financial, Inc. | 24 | 24 | 0.37% | 0.56% | 0.87% | Q4 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.02% | 0.38% | 1.03% | Q4 2017 | Q3 2023 | 24 |
TRUST CO OF VERMONT | 17 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 24 |
Successful Portfolios LLC | 24 | 24 | 0.58% | 0.77% | 1.05% | Q4 2017 | Q3 2023 | 24 |
CIBC WORLD MARKET INC. | 23 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 24 |
AE Wealth Management LLC | 24 | 24 | 0.01% | 0.03% | 0.07% | Q4 2017 | Q3 2023 | 24 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 24 | 24 | 0.19% | 1.42% | 3.76% | Q4 2017 | Q3 2023 | 24 |
FIRST MANHATTAN CO. LLC. | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
Global Trust Asset Management, LLC | 24 | 24 | 0.00% | 0.07% | 0.85% | Q4 2017 | Q3 2023 | 24 |
DEUTSCHE BANK AG\ | 18 | 6 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2022 | 24 |
PDS Planning, Inc | 24 | 24 | 0.38% | 0.62% | 0.89% | Q4 2017 | Q3 2023 | 24 |
WealthShield Partners, LLC | 24 | 24 | 0.07% | 0.14% | 0.24% | Q4 2017 | Q3 2023 | 24 |
CUTLER INVESTMENT COUNSEL LLC | 24 | 24 | 0.04% | 0.10% | 0.17% | Q4 2017 | Q3 2023 | 24 |
Lumbard & Kellner, LLC | 24 | 24 | 0.28% | 1.00% | 1.72% | Q3 2017 | Q2 2023 | 24 |
OneDigital Investment Advisors LLC | 14 | 1 | 0.01% | 0.03% | 0.25% | Q2 2017 | Q3 2023 | 24 |
MGO ONE SEVEN LLC | 21 | 2 | 0.02% | 0.13% | 0.32% | Q4 2017 | Q3 2023 | 23 |
SNS Financial Group, LLC | 20 | 1 | 0.05% | 0.70% | 1.41% | Q1 2017 | Q3 2023 | 23 |
Bernicke Wealth Management, Ltd. | 23 | 23 | 2.63% | 10.04% | 18.00% | Q4 2014 | Q2 2020 | 23 |
Tower Research Capital LLC (TRC) | 5 | 1 | 0.00% | 0.01% | 0.15% | Q3 2013 | Q3 2023 | 23 |
Claybrook Capital, LLC | 14 | 9 | 0.24% | 3.41% | 8.45% | Q4 2017 | Q3 2023 | 23 |
Lombard Odier Asset Management (Switzerland) SA | 20 | 1 | 0.09% | 0.31% | 1.24% | Q4 2016 | Q4 2022 | 23 |
Pacific Center for Financial Services | 10 | 3 | 0.00% | 0.01% | 0.04% | Q3 2017 | Q3 2023 | 23 |
Ackerman Capital Advisors, LLC | 20 | 1 | 0.22% | 2.42% | 16.25% | Q2 2017 | Q3 2023 | 23 |
Banco Santander, S.A. | 23 | 23 | 0.06% | 0.23% | 0.40% | Q1 2018 | Q3 2023 | 23 |
RITHOLTZ WEALTH MANAGEMENT | 23 | 23 | 0.15% | 0.42% | 0.65% | Q1 2018 | Q3 2023 | 23 |
MUFG Americas Holdings Corp | 14 | 9 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2022 | 23 |
Signature Financial Management, Inc. | 23 | 23 | 0.55% | 3.42% | 13.24% | Q2 2013 | Q4 2018 | 23 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 18 | 5 | 0.08% | 0.11% | 0.13% | Q2 2014 | Q1 2020 | 23 |
Avantax Planning Partners, Inc. | 23 | 23 | 0.01% | 0.03% | 0.06% | Q1 2018 | Q3 2023 | 23 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 9 | 1 | 0.00% | 0.01% | 0.09% | Q2 2014 | Q1 2022 | 23 |
ATLAS CAPITAL ADVISORS LLC | 23 | 23 | 0.55% | 0.86% | 1.28% | Q1 2018 | Q3 2023 | 23 |
Arlington Partners LLC | 23 | 23 | 0.09% | 0.36% | 0.76% | Q4 2017 | Q2 2023 | 23 |
Perella Weinberg Partners Capital Management LP | 19 | 4 | 1.32% | 7.20% | 15.92% | Q2 2017 | Q3 2023 | 23 |
BOSTON FAMILY OFFICE LLC | 20 | 2 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q3 2019 | 22 |
ASSETMARK, INC | 16 | 6 | 0.00% | 0.18% | 1.18% | Q1 2018 | Q3 2023 | 22 |
Capital Advisory Group Advisory Services, LLC | 21 | 1 | 0.24% | 0.85% | 2.15% | Q1 2018 | Q3 2023 | 22 |
LBMC INVESTMENT ADVISORS, LLC | 22 | 22 | 0.04% | 0.08% | 0.14% | Q2 2018 | Q3 2023 | 22 |
Argent Trust Co | 22 | 22 | 0.02% | 0.06% | 0.09% | Q2 2018 | Q3 2023 | 22 |
New England Professional Planning Group Inc. | 16 | 2 | 0.45% | 0.78% | 1.43% | Q1 2016 | Q3 2023 | 22 |
Corrigan Financial, Inc. | 13 | 9 | 0.08% | 0.12% | 0.19% | Q4 2017 | Q2 2023 | 22 |
Brand Asset Management Group, Inc. | 22 | 22 | 0.47% | 0.55% | 0.63% | Q2 2018 | Q3 2023 | 22 |
BARCLAYS PLC | 16 | 4 | 0.00% | 0.01% | 0.10% | Q2 2016 | Q3 2023 | 22 |
HALL LAURIE J TRUSTEE | 13 | 9 | 0.04% | 0.07% | 0.11% | Q4 2017 | Q3 2023 | 22 |
CENTAURUS FINANCIAL, INC. | 13 | 2 | 0.01% | 0.03% | 0.22% | Q4 2017 | Q3 2023 | 22 |
Belpointe Asset Management LLC | 18 | 2 | 0.03% | 0.10% | 0.43% | Q3 2017 | Q3 2023 | 22 |
North Star Investment Management Corp. | 11 | 5 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 22 |
Waverly Advisors, LLC | 20 | 1 | 0.00% | 0.13% | 0.23% | Q3 2013 | Q3 2023 | 22 |
Perigon Wealth Management, LLC | 12 | 1 | 0.01% | 0.03% | 0.08% | Q3 2011 | Q3 2023 | 21 |
Valmark Advisers, Inc. | 21 | 21 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q3 2023 | 21 |
Boston Standard Wealth Management, LLC | 12 | 9 | 0.07% | 0.12% | 0.18% | Q3 2018 | Q4 2023 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.02% | 0.18% | 0.29% | Q1 2017 | Q3 2023 | 21 |
Sequoia Financial Advisors, LLC | 21 | 21 | 0.02% | 0.08% | 0.15% | Q3 2018 | Q3 2023 | 21 |
MYCIO WEALTH PARTNERS, LLC | 14 | 7 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q4 2019 | 21 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 20 | 1 | 0.02% | 0.26% | 0.46% | Q2 2018 | Q3 2023 | 21 |
Parkwood LLC | 21 | 21 | 0.07% | 1.35% | 3.24% | Q3 2018 | Q3 2023 | 21 |
Asset Dedication, LLC | 16 | 5 | 0.01% | 0.10% | 0.94% | Q2 2018 | Q3 2023 | 21 |
Caprock Group, LLC | 21 | 21 | 0.11% | 0.16% | 0.46% | Q3 2018 | Q3 2023 | 21 |
Financial Management Professionals, Inc. | 11 | 1 | 0.00% | 3.23% | 9.73% | Q3 2013 | Q3 2023 | 21 |
GLENMEDE TRUST CO NA | 19 | 1 | 0.00% | 0.02% | 0.04% | Q3 2013 | Q3 2023 | 21 |
Homrich & Berg | 21 | 21 | 0.02% | 0.04% | 0.06% | Q3 2016 | Q3 2021 | 21 |
Sageworth Trust Co | 18 | 3 | 0.00% | 4.73% | 7.91% | Q4 2016 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.01% | 0.03% | 0.11% | Q3 2018 | Q3 2023 | 21 |
MorganRosel Wealth Management, LLC | 20 | 20 | 0.13% | 0.28% | 0.43% | Q4 2018 | Q3 2023 | 20 |
Lutz Financial Services LLC | 20 | 20 | 0.04% | 0.09% | 0.17% | Q4 2018 | Q3 2023 | 20 |
Formidable Asset Management, LLC | 14 | 3 | 0.07% | 0.09% | 0.26% | Q1 2017 | Q3 2023 | 20 |
Rockefeller Capital Management L.P. | 20 | 20 | 0.00% | 0.23% | 0.58% | Q4 2018 | Q3 2023 | 20 |
Disciplina Capital Management LLC | 20 | 20 | 0.13% | 0.43% | 0.84% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.02% | 0.06% | 0.14% | Q4 2017 | Q3 2022 | 20 |
WOLVERINE TRADING, LLC | 3 | 1 | 0.00% | 0.06% | 0.58% | Q4 2016 | Q1 2023 | 20 |
MANCHESTER FINANCIAL INC | 20 | 20 | 0.94% | 1.45% | 2.34% | Q4 2018 | Q3 2023 | 20 |
Kingsview Wealth Management, LLC | 10 | 4 | 0.02% | 0.05% | 0.11% | Q2 2017 | Q3 2023 | 20 |
Frisch Financial Group, Inc. | 20 | 20 | 0.26% | 1.00% | 3.52% | Q4 2018 | Q3 2023 | 20 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 20 | 20 | 0.05% | 0.09% | 0.12% | Q4 2013 | Q3 2018 | 20 |
Vivaldi Capital Management LP | 20 | 20 | 0.15% | 0.29% | 0.47% | Q4 2018 | Q3 2023 | 20 |
NYL Investors LLC | 20 | 20 | 0.24% | 1.96% | 4.75% | Q4 2018 | Q3 2023 | 20 |
WHITTIER TRUST CO OF NEVADA INC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Regis Management CO LLC | 20 | 20 | 0.05% | 0.06% | 0.08% | Q1 2018 | Q4 2022 | 20 |
SYM FINANCIAL Corp | 20 | 20 | 0.74% | 1.86% | 4.80% | Q4 2018 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.02% | 0.14% | 0.63% | Q4 2018 | Q3 2023 | 20 |
Keel Point, LLC | 20 | 20 | 0.06% | 0.18% | 0.41% | Q4 2018 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.30% | 0.64% | 1.22% | Q4 2018 | Q3 2023 | 20 |
Ruggie Capital Group | 13 | 3 | 0.35% | 7.41% | 12.19% | Q4 2014 | Q1 2020 | 20 |
COLONY GROUP LLC | 19 | 1 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q3 2023 | 20 |
SouthState Corp | 20 | 20 | 0.03% | 0.03% | 0.04% | Q4 2018 | Q3 2023 | 20 |
TRUSTCORE FINANCIAL SERVICES, LLC | 16 | 4 | 0.05% | 0.46% | 1.31% | Q4 2017 | Q4 2022 | 20 |
Ancora Advisors LLC | 18 | 1 | 0.00% | 0.16% | 0.27% | Q4 2016 | Q3 2023 | 20 |
Princeton Global Asset Management LLC | 20 | 20 | 0.00% | 0.10% | 0.54% | Q4 2018 | Q3 2023 | 20 |
Mirae Asset Global Investments Co., Ltd. | 13 | 7 | 0.00% | 0.11% | 0.46% | Q4 2017 | Q3 2023 | 20 |
HoyleCohen, LLC | 20 | 20 | 0.14% | 0.30% | 0.58% | Q4 2018 | Q3 2023 | 20 |
FLOW TRADERS U.S. LLC | 4 | 1 | 0.03% | 1.43% | 8.79% | Q3 2013 | Q2 2023 | 20 |
WEDBUSH SECURITIES INC | 20 | 20 | 0.05% | 0.07% | 0.11% | Q4 2018 | Q3 2023 | 20 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 19 | 19 | 0.10% | 0.13% | 0.19% | Q1 2019 | Q3 2023 | 19 |
Hillview Capital Advisors, LLC | 19 | 19 | 2.89% | 32.14% | 92.70% | Q4 2014 | Q2 2019 | 19 |
Strategic Family Wealth Counselors, L.L.C. | 19 | 19 | 0.21% | 0.47% | 0.68% | Q1 2019 | Q3 2023 | 19 |
Sigma Planning Corp | 10 | 2 | 0.01% | 0.05% | 0.21% | Q1 2015 | Q4 2022 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.06% | 0.07% | 0.11% | Q4 2017 | Q2 2022 | 19 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 15 | 4 | 0.03% | 0.19% | 0.99% | Q4 2015 | Q3 2023 | 19 |
Kovitz Investment Group Partners, LLC | 19 | 19 | 0.10% | 0.25% | 0.32% | Q1 2019 | Q3 2023 | 19 |
Cedar Brook Financial Partners, LLC | 13 | 6 | 0.10% | 0.18% | 0.44% | Q4 2018 | Q3 2023 | 19 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 13 | 6 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2018 | 19 |
UMB Bank, n.a. | 19 | 19 | 0.03% | 0.05% | 0.06% | Q1 2019 | Q3 2023 | 19 |
Weaver Consulting Group | 19 | 19 | 0.12% | 0.21% | 0.29% | Q1 2019 | Q3 2023 | 19 |
Baird Financial Group, Inc. | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 19 |
Summit Trail Advisors, LLC | 15 | 1 | 0.01% | 0.15% | 0.21% | Q4 2017 | Q3 2023 | 19 |
Claret Asset Management Corp | 14 | 5 | 0.05% | 0.05% | 0.06% | Q4 2018 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
BANK HAPOALIM BM | 17 | 2 | 0.07% | 3.07% | 7.60% | Q4 2018 | Q3 2023 | 19 |
Alpha Cubed Investments, LLC | 19 | 19 | 0.17% | 0.27% | 0.42% | Q1 2019 | Q3 2023 | 19 |
RBF Capital, LLC | 12 | 7 | 0.06% | 0.09% | 0.26% | Q4 2018 | Q3 2023 | 19 |
PrairieView Partners, LLC | 17 | 2 | 0.04% | 0.09% | 0.18% | Q4 2017 | Q3 2023 | 19 |
Peninsula Wealth, LLC | 11 | 8 | 0.08% | 0.37% | 4.89% | Q1 2018 | Q3 2023 | 19 |
Modera Wealth Management, LLC | 19 | 19 | 0.04% | 0.13% | 0.28% | Q1 2019 | Q3 2023 | 19 |
SCS Capital Management LLC | 19 | 19 | 0.04% | 0.22% | 0.74% | Q1 2019 | Q3 2023 | 19 |
Graves Light Lenhart Wealth, Inc. | 17 | 2 | 0.11% | 0.15% | 0.19% | Q4 2018 | Q3 2023 | 19 |
Claraphi Advisory Network, LLC | 12 | 3 | 0.11% | 0.19% | 0.38% | Q4 2017 | Q4 2022 | 19 |
NATIONAL PLANNING CORP | 18 | 18 | 0.02% | 0.06% | 0.16% | Q2 2013 | Q3 2017 | 18 |
Court Place Advisors, LLC | 13 | 5 | 0.07% | 0.09% | 0.10% | Q3 2017 | Q1 2022 | 18 |
Chicago Partners Investment Group LLC | 11 | 1 | 0.02% | 0.06% | 0.24% | Q4 2015 | Q3 2023 | 18 |
MFA WEALTH ADVISORS, LLC | 18 | 18 | 0.34% | 0.79% | 1.12% | Q1 2018 | Q2 2022 | 18 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 17 | 1 | 0.00% | 0.08% | 0.11% | Q3 2014 | Q2 2021 | 18 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 15 | 3 | 0.00% | 0.13% | 0.29% | Q1 2016 | Q4 2020 | 18 |
Hall Kathryn A. | 17 | 1 | 0.26% | 1.02% | 1.48% | Q1 2019 | Q3 2023 | 18 |
SVB WEALTH LLC | 18 | 18 | 0.03% | 0.13% | 0.26% | Q2 2019 | Q3 2023 | 18 |
Advisory Alpha, LLC | 17 | 1 | 0.01% | 0.78% | 2.25% | Q1 2019 | Q3 2023 | 18 |
Larson Financial Group LLC | 15 | 3 | 0.00% | 0.01% | 0.06% | Q4 2018 | Q3 2023 | 18 |
KANAWHA CAPITAL MANAGEMENT LLC | 18 | 18 | 0.03% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 18 |
Principle Wealth Partners LLC | 12 | 1 | 0.03% | 0.16% | 0.29% | Q4 2018 | Q3 2023 | 18 |
Fiduciary Group LLC | 14 | 4 | 0.03% | 0.04% | 0.04% | Q1 2019 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.08% | 0.12% | 0.28% | Q2 2013 | Q3 2017 | 18 |
Redmond Asset Management, LLC | 18 | 18 | 0.09% | 0.19% | 0.27% | Q2 2019 | Q3 2023 | 18 |
SOL Capital Management CO | 18 | 18 | 0.06% | 0.09% | 0.12% | Q2 2014 | Q3 2018 | 18 |
LEVIN CAPITAL STRATEGIES, L.P. | 18 | 18 | 0.08% | 0.14% | 0.17% | Q2 2019 | Q3 2023 | 18 |
Royal Fund Management, LLC | 14 | 4 | 0.02% | 0.16% | 0.45% | Q4 2016 | Q3 2023 | 18 |
MERCER GLOBAL ADVISORS INC /ADV | 18 | 18 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 18 |
PRIVATE CAPITAL MANAGEMENT LLC | 16 | 2 | 0.12% | 0.21% | 0.28% | Q4 2018 | Q3 2023 | 18 |
Angeles Investment Advisors, LLC | 17 | 1 | 0.00% | 1.29% | 6.04% | Q4 2018 | Q3 2023 | 18 |
FDx Advisors, Inc. | 8 | 2 | 0.01% | 0.04% | 0.08% | Q2 2017 | Q3 2023 | 18 |
HT Partners LLC | 8 | 1 | 0.08% | 0.41% | 1.55% | Q3 2014 | Q3 2023 | 18 |
LODESTAR INVESTMENT COUNSEL LLC/IL | 18 | 18 | 0.09% | 0.10% | 0.12% | Q1 2015 | Q2 2019 | 18 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 13 | 1 | 0.00% | 4.49% | 32.70% | Q4 2014 | Q3 2023 | 18 |
FIRST HAWAIIAN BANK | 17 | 17 | 0.57% | 0.65% | 0.75% | Q4 2013 | Q4 2017 | 17 |
WALLER FINANCIAL PLANNING GROUP, INC | 14 | 3 | 0.06% | 0.40% | 1.26% | Q4 2018 | Q4 2023 | 17 |
KEMPER Corp | 17 | 17 | 7.37% | 35.62% | 89.39% | Q3 2018 | Q3 2022 | 17 |
Prospera Financial Services Inc | 8 | 2 | 0.00% | 0.04% | 0.06% | Q1 2016 | Q2 2023 | 17 |
Sowell Financial Services LLC | 11 | 1 | 0.06% | 0.12% | 0.58% | Q1 2019 | Q3 2023 | 17 |
MILLENNIUM MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 17 |
OLD MISSION CAPITAL LLC | 4 | 1 | 0.02% | 0.55% | 2.78% | Q1 2015 | Q2 2023 | 17 |
Front Row Advisors LLC | 17 | 17 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
NATIXIS ADVISORS, L.P. | 8 | 1 | 0.00% | 0.02% | 0.14% | Q4 2013 | Q3 2023 | 17 |
Salomon & Ludwin, LLC | 11 | 6 | 0.02% | 0.13% | 0.38% | Q4 2018 | Q3 2023 | 17 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 16 | 1 | 0.00% | 0.29% | 0.44% | Q1 2019 | Q3 2023 | 17 |
OPPENHEIMER & CO INC | 17 | 17 | 0.01% | 0.01% | 0.04% | Q3 2019 | Q3 2023 | 17 |
CPWM, LLC | 13 | 4 | 1.24% | 1.81% | 2.34% | Q1 2018 | Q3 2022 | 17 |
Lehman & Derafelo Financial Resources LLC | 17 | 17 | 0.31% | 0.99% | 2.38% | Q4 2018 | Q4 2022 | 17 |
FIRST NATIONAL CORP /MA/ /ADV | 15 | 2 | 0.04% | 0.09% | 0.13% | Q4 2018 | Q3 2023 | 17 |
WELLINGTON MANAGEMENT GROUP LLP | 17 | 17 | 0.00% | 0.00% | 0.02% | Q3 2019 | Q3 2023 | 17 |
Chesley Taft & Associates LLC | 17 | 17 | 0.02% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 17 |
Modus Advisors, LLC | 17 | 17 | 0.15% | 0.18% | 0.28% | Q4 2019 | Q4 2023 | 17 |
Carroll Financial Associates, Inc. | 16 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q4 2021 | 17 |
PRUDENTIAL PLC | 14 | 3 | 0.01% | 0.33% | 0.56% | Q2 2018 | Q3 2023 | 17 |
Heritage Wealth Advisors | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
Simplicity Solutions, LLC | 8 | 1 | 0.01% | 0.31% | 1.63% | Q4 2015 | Q3 2023 | 17 |
Hubbell Strickland Wealth Management, LLC | 17 | 17 | 0.51% | 0.59% | 0.72% | Q3 2019 | Q3 2023 | 17 |
BB&T SECURITIES, LLC | 17 | 17 | 0.03% | 0.30% | 0.40% | Q3 2015 | Q3 2019 | 17 |
Well Done, LLC | 11 | 1 | 0.05% | 0.10% | 0.24% | Q1 2018 | Q3 2023 | 17 |
Rain Capital Management, LLC | 17 | 17 | 0.01% | 3.77% | 11.59% | Q3 2019 | Q3 2023 | 17 |
Astoria Strategic Wealth, Inc. | 16 | 16 | 0.56% | 1.25% | 6.24% | Q4 2019 | Q3 2023 | 16 |
Belmont Capital, LLC | 16 | 16 | 0.06% | 0.11% | 0.17% | Q4 2019 | Q3 2023 | 16 |
Affiance Financial, LLC | 16 | 16 | 0.10% | 0.78% | 1.11% | Q4 2019 | Q3 2023 | 16 |
Heritage Trust Co | 10 | 1 | 0.03% | 0.05% | 0.06% | Q1 2017 | Q2 2023 | 16 |
EVOKE WEALTH, LLC | 15 | 1 | 0.03% | 0.05% | 0.09% | Q3 2019 | Q3 2023 | 16 |
Capital Directions Investment Advisors, LLC | 16 | 16 | 0.05% | 0.81% | 2.10% | Q2 2016 | Q1 2020 | 16 |
FIFTH THIRD SECURITIES, INC. | 6 | 1 | 0.31% | 0.57% | 0.88% | Q3 2016 | Q3 2023 | 16 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 9 | 3 | 0.12% | 0.17% | 0.20% | Q2 2019 | Q3 2023 | 16 |
EPIQ Capital Group, LLC | 16 | 16 | 0.44% | 1.07% | 1.89% | Q4 2019 | Q3 2023 | 16 |
Capital Asset Advisory Services LLC | 16 | 16 | 0.00% | 0.06% | 0.41% | Q4 2019 | Q3 2023 | 16 |
Relative Value Partners Group, LLC | 16 | 16 | 0.04% | 0.07% | 0.15% | Q4 2019 | Q3 2023 | 16 |
PRUDENTIAL FINANCIAL INC | 14 | 2 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 16 |
REGENTATLANTIC CAPITAL LLC | 16 | 16 | 0.02% | 0.20% | 0.37% | Q4 2018 | Q3 2022 | 16 |
John W. Brooker & Co., CPAs | 16 | 16 | 0.42% | 0.52% | 0.65% | Q4 2019 | Q3 2023 | 16 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 15 | 1 | 0.00% | 0.06% | 0.11% | Q4 2018 | Q3 2023 | 16 |
Cresset Asset Management, LLC | 9 | 2 | 0.01% | 0.14% | 0.56% | Q4 2018 | Q3 2023 | 16 |
Beacon Financial Advisory LLC | 16 | 16 | 0.14% | 1.24% | 2.99% | Q4 2019 | Q3 2023 | 16 |
INVESTMENT CENTERS OF AMERICA INC | 15 | 1 | 0.03% | 0.07% | 0.13% | Q3 2013 | Q3 2017 | 16 |
Allen Investment Management, LLC | 15 | 1 | 0.27% | 0.68% | 1.61% | Q3 2018 | Q3 2023 | 16 |
MOSELEY INVESTMENT MANAGEMENT INC | 16 | 16 | 0.28% | 0.93% | 1.88% | Q4 2019 | Q3 2023 | 16 |
Acorn Wealth Advisors, LLC | 13 | 3 | 0.02% | 0.19% | 0.30% | Q4 2017 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.01% | 0.03% | 0.10% | Q4 2019 | Q3 2023 | 16 |
ASPIRIANT, LLC | 15 | 1 | 0.02% | 0.05% | 0.33% | Q1 2019 | Q3 2023 | 16 |
Sarasin & Partners LLP | 8 | 8 | 0.01% | 0.02% | 0.02% | Q1 2016 | Q1 2020 | 16 |
TBH Global Asset Management, LLC | 16 | 16 | 0.31% | 0.44% | 0.60% | Q4 2019 | Q3 2023 | 16 |
Morningstar Investment Services LLC | 15 | 1 | 0.01% | 0.19% | 0.33% | Q2 2013 | Q1 2022 | 16 |
Monument Capital Management | 13 | 3 | 0.00% | 0.15% | 0.27% | Q1 2018 | Q3 2023 | 16 |
Kore Private Wealth LLC | 16 | 16 | 0.06% | 0.10% | 0.42% | Q4 2018 | Q3 2022 | 16 |
Rikoon Group, LLC | 15 | 1 | 0.09% | 0.18% | 0.26% | Q4 2016 | Q1 2021 | 16 |
SII INVESTMENTS INC/WI | 15 | 1 | 0.03% | 0.08% | 0.18% | Q4 2013 | Q4 2017 | 16 |
HBC Financial Services, PLLC | 16 | 16 | 0.01% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Brickley Wealth Management | 11 | 5 | 0.09% | 0.18% | 0.52% | Q2 2018 | Q3 2023 | 16 |
MATHER GROUP, LLC. | 16 | 16 | 0.03% | 0.17% | 0.26% | Q4 2019 | Q3 2023 | 16 |
Stokes Family Office, LLC | 16 | 16 | 0.56% | 0.74% | 0.98% | Q4 2019 | Q3 2023 | 16 |
FC Advisory LLC | 16 | 16 | 0.27% | 0.29% | 0.33% | Q1 2020 | Q4 2023 | 16 |
Monterey Private Wealth, Inc. | 16 | 16 | 0.88% | 1.35% | 1.61% | Q4 2019 | Q3 2023 | 16 |
University of Maryland Foundation, Inc. | 16 | 16 | 0.37% | 9.00% | 25.81% | Q4 2019 | Q3 2023 | 16 |
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO | 16 | 16 | 0.88% | 9.71% | 52.51% | Q4 2019 | Q3 2023 | 16 |
MADISON WEALTH MANAGEMENT | 16 | 16 | 0.07% | 0.92% | 1.10% | Q4 2019 | Q3 2023 | 16 |
Berman Capital Advisors, LLC | 16 | 16 | 0.39% | 0.74% | 2.11% | Q4 2017 | Q3 2021 | 16 |
Gradient Investments LLC | 13 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2022 | 15 |
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | 6 | 1 | 0.28% | 2.09% | 8.47% | Q4 2014 | Q4 2022 | 15 |
Richard Bernstein Advisors LLC | 13 | 1 | 0.02% | 0.39% | 1.44% | Q4 2018 | Q3 2023 | 15 |
Cedar Wealth Management, LLC | 13 | 2 | 0.00% | 0.11% | 1.04% | Q3 2017 | Q3 2023 | 15 |
Stokes & Hubbell Capital Management, LLC | 15 | 15 | 0.95% | 2.36% | 5.40% | Q3 2015 | Q1 2019 | 15 |
HANCOCK WHITNEY CORP | 13 | 2 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q3 2022 | 15 |
Forefront Analytics, LLC | 7 | 3 | 0.09% | 0.30% | 1.12% | Q4 2017 | Q4 2021 | 15 |
Sanctuary Wealth Management, L.L.C. | 8 | 1 | 0.16% | 0.23% | 0.32% | Q1 2010 | Q3 2023 | 15 |
Darwin Wealth Management, LLC | 15 | 15 | 0.05% | 0.20% | 0.51% | Q4 2016 | Q2 2020 | 15 |
Capital International Investors | 13 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 15 |
NewEdge Advisors, LLC | 14 | 1 | 0.00% | 0.02% | 0.03% | Q2 2017 | Q3 2023 | 15 |
COMERICA SECURITIES INC | 8 | 7 | 0.21% | 0.35% | 0.62% | Q1 2015 | Q4 2018 | 15 |
WEBSTER BANK, N. A. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
WADDELL & ASSOCIATES, LLC | 15 | 15 | 4.98% | 8.86% | 11.73% | Q1 2020 | Q3 2023 | 15 |
FRANKLIN RESOURCES INC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.01% | 0.02% | 0.08% | Q2 2013 | Q4 2016 | 15 |
Essex Financial Services, Inc. | 11 | 1 | 0.03% | 0.07% | 0.10% | Q1 2017 | Q3 2023 | 15 |
PRIVATE TRUST CO NA | 7 | 2 | 0.01% | 0.03% | 0.06% | Q1 2013 | Q3 2023 | 15 |
Tidal Investments LLC | 15 | 15 | 0.05% | 0.14% | 0.29% | Q1 2020 | Q3 2023 | 15 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 3 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q2 2021 | 15 |
Wealthcare Advisory Partners LLC | 9 | 1 | 0.00% | 0.06% | 0.22% | Q1 2018 | Q3 2023 | 15 |
SHINE INVESTMENT ADVISORY SERVICES INC | 14 | 1 | 0.09% | 0.16% | 0.94% | Q4 2014 | Q3 2020 | 15 |
Gray Wealth Management Inc. | 15 | 15 | 0.39% | 0.51% | 0.73% | Q1 2020 | Q3 2023 | 15 |
Beaumont Financial Partners, LLC | 8 | 7 | 0.03% | 1.88% | 5.12% | Q1 2018 | Q1 2022 | 15 |
Retirement Group, LLC | 14 | 1 | 0.02% | 0.10% | 0.17% | Q4 2019 | Q3 2023 | 15 |
LAZARD ASSET MANAGEMENT LLC | 11 | 4 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 15 |
O'Brien Wealth Partners LLC | 14 | 1 | 0.08% | 0.77% | 1.31% | Q1 2016 | Q3 2021 | 15 |
CLIENT 1ST ADVISORY GROUP, LLC | 15 | 15 | 0.32% | 0.43% | 1.36% | Q1 2020 | Q3 2023 | 15 |
WestEnd Advisors, LLC | 8 | 1 | 0.00% | 0.04% | 0.43% | Q1 2018 | Q3 2023 | 15 |
Inscription Capital, LLC | 13 | 2 | 0.01% | 4.85% | 12.78% | Q4 2018 | Q3 2023 | 15 |
Compass Ion Advisors, LLC | 14 | 1 | 0.11% | 5.94% | 16.18% | Q4 2019 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.03% | 0.04% | 0.04% | Q1 2020 | Q3 2023 | 15 |
HOWARD WEALTH MANAGEMENT, LLC | 10 | 5 | 2.00% | 2.35% | 3.29% | Q4 2019 | Q3 2023 | 15 |
ARGI Investment Services, LLC | 9 | 6 | 0.02% | 0.03% | 0.04% | Q3 2016 | Q4 2022 | 15 |
CAROLINAS WEALTH CONSULTING LLC | 15 | 15 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.03% | 0.06% | 0.10% | Q2 2016 | Q4 2019 | 15 |
N.E.W. Advisory Services LLC | 14 | 1 | 0.04% | 0.10% | 0.23% | Q4 2019 | Q3 2023 | 15 |
Disciplined Investments, LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2023 | 15 |
FIDUCIARY TRUST CO | 15 | 15 | 0.10% | 0.13% | 0.17% | Q1 2020 | Q3 2023 | 15 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 14 | 1 | 2.38% | 2.50% | 2.66% | Q4 2019 | Q3 2023 | 15 |
WINTRUST INVESTMENTS LLC | 11 | 1 | 0.03% | 0.07% | 0.12% | Q2 2019 | Q3 2023 | 15 |
Jordan Park Group LLC | 8 | 6 | 0.04% | 0.05% | 0.07% | Q2 2019 | Q2 2023 | 14 |
Omnia Family Wealth, LLC | 11 | 1 | 0.45% | 0.74% | 2.47% | Q4 2016 | Q1 2022 | 14 |
Archford Capital Strategies, LLC | 14 | 14 | 0.23% | 0.36% | 0.49% | Q2 2020 | Q3 2023 | 14 |
GREAT VALLEY ADVISOR GROUP, INC. | 14 | 14 | 0.29% | 0.51% | 0.85% | Q2 2020 | Q3 2023 | 14 |
JNBA Financial Advisors | 5 | 1 | 0.00% | 0.26% | 3.35% | Q1 2015 | Q4 2019 | 14 |
Ameritas Investment Partners, Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 8 | 6 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2019 | 14 |
Bridgewater Advisors Inc. | 11 | 3 | 0.54% | 0.86% | 1.17% | Q4 2013 | Q3 2023 | 14 |
SRS Capital Advisors, Inc. | 10 | 4 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 14 |
Cordasco Financial Network | 14 | 14 | 0.01% | 0.03% | 0.04% | Q1 2019 | Q2 2022 | 14 |
BDO Wealth Advisors, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2023 | 14 |
FOUNDERS FINANCIAL SECURITIES LLC | 6 | 4 | 0.04% | 2.43% | 4.53% | Q1 2014 | Q3 2023 | 14 |
Rosenberg Matthew Hamilton | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
NORTHWEST WEALTH MANAGEMENT, LLC | 14 | 14 | 0.30% | 0.36% | 0.41% | Q2 2020 | Q3 2023 | 14 |
Glassman Wealth Services | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 14 |
ADIRONDACK TRUST CO | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2016 | 14 |
Winch Advisory Services, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 14 |
One Capital Management, LLC | 11 | 3 | 0.03% | 0.05% | 0.09% | Q4 2014 | Q3 2023 | 14 |
Voya Financial Advisors, Inc. | 14 | 14 | 0.03% | 0.07% | 0.12% | Q2 2017 | Q3 2020 | 14 |
AVANTAX ADVISORY SERVICES, INC. | 8 | 1 | 0.00% | 0.01% | 0.05% | Q4 2018 | Q3 2023 | 14 |
Spruce Investment Advisors LLC | 13 | 1 | 0.00% | 2.78% | 7.75% | Q2 2013 | Q3 2017 | 14 |
Alexandria Capital, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2017 | 14 |
Adero Partners, LLC | 11 | 3 | 0.15% | 0.40% | 1.31% | Q1 2020 | Q3 2023 | 14 |
Pointe Capital Management LLC | 14 | 14 | 0.19% | 0.27% | 0.34% | Q2 2020 | Q3 2023 | 14 |
CREDIT SUISSE AG/ | 10 | 1 | 0.00% | 0.00% | 0.03% | Q1 2013 | Q4 2022 | 14 |
ROBINSON CAPITAL MANAGEMENT, LLC | 8 | 1 | 0.08% | 0.16% | 0.29% | Q4 2019 | Q3 2023 | 14 |
Arete Wealth Advisors, LLC | 8 | 3 | 0.03% | 0.07% | 0.25% | Q2 2019 | Q3 2023 | 14 |
LINCOLN NATIONAL CORP | 8 | 1 | 0.01% | 0.05% | 0.11% | Q4 2013 | Q2 2022 | 14 |
Lee Financial Co | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Mraz, Amerine & Associates, Inc. | 14 | 14 | 0.06% | 0.09% | 0.14% | Q2 2019 | Q3 2022 | 14 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 13 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2022 | 14 |
Almanack Investment Partners, LLC. | 11 | 3 | 0.03% | 0.54% | 2.23% | Q4 2016 | Q2 2022 | 14 |
AJ WEALTH STRATEGIES, LLC | 14 | 14 | 0.06% | 0.08% | 0.11% | Q1 2020 | Q2 2023 | 14 |
SeaCrest Wealth Management, LLC | 8 | 2 | 0.01% | 0.05% | 0.07% | Q4 2017 | Q3 2023 | 14 |
Brookstone Capital Management | 10 | 1 | 0.07% | 0.26% | 1.07% | Q3 2016 | Q3 2023 | 13 |
Schwab Charitable Fund | 13 | 13 | 0.05% | 0.11% | 0.16% | Q1 2020 | Q1 2023 | 13 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.05% | 0.14% | 0.18% | Q4 2019 | Q3 2023 | 13 |
Allworth Financial LP | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 1 | 0.04% | 0.11% | 0.22% | Q4 2018 | Q3 2023 | 13 |
KWMG, LLC | 13 | 13 | 0.05% | 0.19% | 0.40% | Q2 2016 | Q2 2019 | 13 |
CGN Advisors LLC | 13 | 13 | 0.05% | 0.09% | 0.13% | Q4 2020 | Q4 2023 | 13 |
Mutual Advisors, LLC | 13 | 13 | 0.02% | 0.02% | 0.05% | Q3 2020 | Q3 2023 | 13 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 9 | 2 | 0.00% | 0.34% | 1.72% | Q2 2017 | Q3 2023 | 13 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q2 2022 | 13 |
IHT Wealth Management, LLC | 5 | 1 | 0.00% | 0.05% | 0.36% | Q1 2017 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.03% | 0.04% | 0.07% | Q3 2020 | Q3 2023 | 13 |
Abacus Planning Group, Inc. | 10 | 3 | 0.07% | 0.14% | 0.23% | Q1 2020 | Q3 2023 | 13 |
Sugarloaf Wealth Management, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2022 | 13 |
Cascade Investment Advisors, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2021 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Addison Capital Co | 13 | 13 | 0.74% | 1.31% | 2.48% | Q3 2020 | Q3 2023 | 13 |
Apella Capital, LLC | 10 | 3 | 0.08% | 0.22% | 0.64% | Q3 2020 | Q4 2023 | 13 |
First Ascent Asset Management, LLC | 13 | 13 | 0.66% | 0.78% | 0.98% | Q3 2020 | Q3 2023 | 13 |
Corient Capital Partners, LLC | 13 | 13 | 0.04% | 0.09% | 0.30% | Q3 2016 | Q3 2019 | 13 |
LPWM LLC | 12 | 1 | 0.09% | 0.24% | 0.58% | Q4 2019 | Q2 2023 | 13 |
Elmwood Wealth Management, Inc. | 7 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2021 | 13 |
Patriot Financial Group Insurance Agency, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2021 | 13 |
B. Riley Wealth Advisors, Inc. | 13 | 13 | 0.01% | 0.03% | 0.05% | Q1 2020 | Q1 2023 | 13 |
MONTAG A & ASSOCIATES INC | 13 | 13 | 0.02% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Betterment LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Newton One Investments LLC | 12 | 12 | 4.46% | 5.87% | 9.31% | Q4 2020 | Q3 2023 | 12 |
AdvicePeriod, LLC | 12 | 12 | 0.03% | 0.37% | 0.77% | Q3 2018 | Q2 2021 | 12 |
TWO SIGMA SECURITIES, LLC | 4 | 1 | 0.00% | 0.05% | 0.20% | Q2 2017 | Q3 2023 | 12 |
Bank Julius Baer & Co. Ltd, Zurich | 7 | 5 | 0.02% | 0.06% | 0.10% | Q2 2020 | Q3 2023 | 12 |
Leith Wheeler Investment Counsel Ltd. | 12 | 12 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q4 2023 | 12 |
Mariner Wealth Advisors-Cincinnati, LLC | 12 | 12 | 0.04% | 0.12% | 0.22% | Q4 2015 | Q3 2018 | 12 |
Ashfield Capital Partners, LLC | 12 | 12 | 0.02% | 0.05% | 0.09% | Q3 2015 | Q2 2018 | 12 |
BAINCO INTERNATIONAL INVESTORS | 12 | 12 | 0.04% | 0.04% | 0.05% | Q4 2017 | Q3 2020 | 12 |
Professional Financial Advisors, LLC | 12 | 12 | 0.02% | 1.50% | 5.53% | Q4 2019 | Q3 2022 | 12 |
Mayflower Financial Advisors, LLC | 12 | 12 | 0.34% | 0.39% | 0.45% | Q4 2020 | Q3 2023 | 12 |
Annapolis Financial Services, LLC | 12 | 12 | 0.01% | 0.03% | 0.17% | Q4 2020 | Q3 2023 | 12 |
Westside Investment Management, Inc. | 6 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 12 |
CAPITAL GUARDIAN TRUST CO | 5 | 1 | 0.00% | 0.04% | 0.27% | Q4 2014 | Q2 2019 | 12 |
Sheaff Brock Investment Advisors, LLC | 12 | 12 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Windward Private Wealth Management Inc. | 12 | 12 | 0.23% | 0.33% | 0.43% | Q4 2020 | Q3 2023 | 12 |
Price Wealth, LLC | 12 | 12 | 0.09% | 0.49% | 1.23% | Q4 2017 | Q3 2020 | 12 |
HOWE & RUSLING INC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 11 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 12 |
LGL PARTNERS, LLC | 12 | 12 | 0.05% | 0.11% | 0.24% | Q4 2020 | Q3 2023 | 12 |
PATHSTONE FAMILY OFFICE, LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Huntington Steele LLC | 12 | 12 | 0.10% | 0.10% | 0.11% | Q2 2013 | Q1 2016 | 12 |
HARDING LOEVNER LP | 7 | 5 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2022 | 12 |
Kavar Capital Partners, LLC | 9 | 1 | 0.02% | 0.13% | 0.24% | Q4 2013 | Q2 2019 | 12 |
Strategic Blueprint, LLC | 11 | 1 | 0.04% | 0.74% | 1.43% | Q3 2019 | Q3 2023 | 12 |
Salient Capital Advisors, LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q2 2017 | 12 |
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | 12 | 12 | 0.11% | 0.13% | 0.21% | Q4 2020 | Q3 2023 | 12 |
Venture Visionary Partners LLC | 12 | 12 | 0.03% | 0.06% | 0.13% | Q4 2020 | Q3 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2023 | 12 |
STRATEGY ASSET MANAGERS LLC | 12 | 12 | 0.05% | 0.09% | 0.13% | Q4 2020 | Q3 2023 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.09% | 0.17% | 0.27% | Q4 2020 | Q3 2023 | 12 |
Total Wealth Planning, LLC | 7 | 5 | 0.42% | 0.72% | 1.04% | Q3 2020 | Q3 2023 | 12 |
Hemington Wealth Management | 12 | 12 | 0.58% | 0.93% | 1.48% | Q4 2020 | Q3 2023 | 12 |
Proficio Capital Partners LLC | 7 | 1 | 0.00% | 0.95% | 3.35% | Q4 2015 | Q3 2020 | 12 |
CFO4Life Group, LLC | 12 | 12 | 0.06% | 0.13% | 0.26% | Q4 2020 | Q3 2023 | 12 |
UBP Investment Advisors SA | 8 | 4 | 0.10% | 2.75% | 4.79% | Q4 2017 | Q3 2022 | 12 |
Lehman Financial Resources, Inc. | 12 | 12 | 1.78% | 2.25% | 2.71% | Q4 2015 | Q3 2018 | 12 |
TD ASSET MANAGEMENT INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2020 | 12 |
Barry Investment Advisors, LLC | 12 | 12 | 0.17% | 1.78% | 3.24% | Q4 2020 | Q3 2023 | 12 |
Prosperity Planning, Inc. | 12 | 12 | 0.11% | 0.15% | 0.22% | Q4 2020 | Q3 2023 | 12 |
Waypoint Wealth Partners Inc. | 12 | 12 | 0.16% | 0.26% | 0.42% | Q4 2020 | Q3 2023 | 12 |
HM PAYSON & CO | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 12 |
American Investment Services, Inc. | 11 | 1 | 0.07% | 0.34% | 0.38% | Q2 2016 | Q3 2023 | 12 |
Red Wave Investments LLC | 12 | 12 | 5.29% | 5.58% | 5.81% | Q4 2020 | Q3 2023 | 12 |
Columbus Macro, LLC | 11 | 1 | 0.22% | 0.74% | 1.02% | Q4 2018 | Q3 2023 | 12 |
Capital Bank & Trust Co | 4 | 2 | 0.00% | 0.16% | 0.81% | Q2 2017 | Q4 2020 | 12 |
Beacon Pointe Advisors, LLC | 12 | 12 | 0.02% | 0.04% | 0.20% | Q4 2020 | Q3 2023 | 12 |
Divergent Planning, LLC | 12 | 12 | 0.28% | 3.42% | 17.44% | Q4 2020 | Q3 2023 | 12 |
QUADRANT CAPITAL GROUP LLC | 12 | 12 | 0.05% | 0.08% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Destiny Wealth Partners, LLC | 12 | 12 | 0.81% | 0.91% | 1.00% | Q4 2020 | Q3 2023 | 12 |
ADE, LLC | 12 | 12 | 0.49% | 0.64% | 0.77% | Q4 2020 | Q3 2023 | 12 |
Fermata Advisors, LLC | 11 | 11 | 0.10% | 0.50% | 1.46% | Q1 2021 | Q3 2023 | 11 |
LETKO, BROSSEAU & ASSOCIATES INC | 11 | 11 | 0.01% | 0.03% | 0.10% | Q1 2021 | Q3 2023 | 11 |
SUNTRUST BANKS INC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2019 | 11 |
MBE Wealth Management, LLC | 5 | 1 | 0.11% | 0.16% | 0.21% | Q1 2020 | Q3 2023 | 11 |
SOUNDMARK WEALTH MANAGEMENT, LLC | 8 | 3 | 0.11% | 0.16% | 0.25% | Q4 2020 | Q3 2023 | 11 |
Flagship Private Wealth, LLC | 7 | 4 | 0.19% | 0.23% | 0.29% | Q4 2020 | Q3 2023 | 11 |
CreativeOne Wealth, LLC | 11 | 11 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
GenTrust, LLC | 11 | 11 | 0.02% | 0.04% | 0.09% | Q4 2018 | Q2 2021 | 11 |
FCG ADVISORS, LLC | 11 | 11 | 0.10% | 0.33% | 0.58% | Q1 2018 | Q3 2020 | 11 |
SYNOVUS FINANCIAL CORP | 8 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2019 | 11 |
Circle Wealth Management, LLC | 11 | 11 | 0.07% | 0.11% | 0.13% | Q4 2016 | Q2 2019 | 11 |
NORTHSTAR WEALTH PARTNERS LLC | 11 | 11 | 0.66% | 0.77% | 0.88% | Q1 2018 | Q3 2020 | 11 |
RFG Advisory, LLC | 11 | 11 | 0.03% | 0.08% | 0.13% | Q1 2021 | Q3 2023 | 11 |
Cabot-Wellington, LLC | 11 | 11 | 0.20% | 0.28% | 0.33% | Q4 2020 | Q2 2023 | 11 |
Live Your Vision, LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q1 2019 | 11 |
HBK Sorce Advisory LLC | 11 | 11 | 0.01% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
NORRIS PERNE & FRENCH LLP/MI | 11 | 11 | 0.03% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 11 |
SEGALL BRYANT & HAMILL, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q2 2023 | 11 |
Wealthspire Advisors, L.P. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q1 2019 | 11 |
Horizon Investments, LLC | 6 | 1 | 0.00% | 0.53% | 0.79% | Q1 2014 | Q3 2023 | 11 |
WASHINGTON TRUST Co | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
FIRST FINANCIAL CORP /IN/ | 6 | 5 | 0.01% | 0.03% | 0.05% | Q2 2019 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.08% | 0.09% | 0.11% | Q1 2021 | Q3 2023 | 11 |
CT Financial Advisors LLC | 10 | 1 | 0.03% | 0.10% | 0.25% | Q1 2014 | Q1 2017 | 11 |
VISTA CAPITAL PARTNERS, INC. | 8 | 3 | 0.03% | 0.06% | 0.11% | Q2 2015 | Q3 2023 | 11 |
NVWM, LLC | 8 | 3 | 0.00% | 0.14% | 0.23% | Q1 2018 | Q4 2022 | 11 |
NORTHERN CAPITAL MANAGEMENT LLC | 10 | 1 | 0.13% | 0.42% | 0.84% | Q1 2016 | Q4 2018 | 11 |
Benchmark Wealth Management, LLC | 10 | 1 | 0.15% | 0.46% | 0.92% | Q4 2019 | Q3 2023 | 11 |
LOOMIS SAYLES & CO L P | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 11 |
Legacy Private Trust Co. | 3 | 1 | 0.02% | 0.13% | 0.39% | Q2 2013 | Q3 2018 | 11 |
Braun-Bostich & Associates Inc. | 7 | 4 | 0.03% | 0.04% | 0.05% | Q4 2017 | Q3 2020 | 11 |
Clear Harbor Asset Management, LLC | 9 | 1 | 0.00% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 11 |
Efficient Market Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 11 |
Bogart Wealth, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Tacita Capital Inc | 11 | 11 | 0.14% | 0.16% | 0.18% | Q1 2021 | Q3 2023 | 11 |
Capital World Investors | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 11 |
McClarren Financial Advisors, Inc. | 6 | 5 | 0.04% | 0.07% | 0.14% | Q4 2020 | Q3 2023 | 11 |
DOLIVER ADVISORS, LP | 6 | 2 | 0.08% | 0.30% | 0.80% | Q3 2019 | Q2 2023 | 11 |
Lake Point Wealth Management | 5 | 2 | 0.14% | 2.01% | 6.83% | Q4 2018 | Q2 2022 | 10 |
BRANDYWINE MANAGERS, LLC | 10 | 10 | 20.65% | 26.05% | 30.00% | Q3 2015 | Q4 2017 | 10 |
Merit Financial Group, LLC | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
TCG Advisory Services, LLC | 7 | 3 | 0.40% | 0.63% | 0.78% | Q1 2021 | Q3 2023 | 10 |
GARRISON POINT ADVISORS, LLC | 10 | 10 | 0.30% | 0.31% | 0.32% | Q2 2021 | Q3 2023 | 10 |
Plante Moran Financial Advisors, LLC | 10 | 10 | 0.00% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Karpus Management, Inc. | 10 | 10 | 0.04% | 0.29% | 0.69% | Q2 2021 | Q3 2023 | 10 |
InterOcean Capital Group, LLC | 8 | 2 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 10 |
Mosaic Family Wealth, LLC | 6 | 4 | 0.06% | 0.16% | 0.35% | Q4 2017 | Q4 2021 | 10 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 9 | 1 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 10 |
COLDSTREAM CAPITAL MANAGEMENT INC | 5 | 1 | 0.00% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 10 |
1832 Asset Management L.P. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Gladstone Institutional Advisory LLC | 10 | 10 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Truepoint, Inc. | 8 | 2 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q2 2023 | 10 |
COMMERCE BANK | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 6 | 1 | 0.03% | 0.21% | 0.52% | Q1 2017 | Q1 2020 | 10 |
COMERICA SECURITIES,INC. | 5 | 1 | 0.01% | 0.05% | 0.20% | Q1 2019 | Q3 2023 | 10 |
Seven Springs Wealth Group, LLC | 10 | 10 | 0.09% | 0.10% | 0.16% | Q4 2019 | Q1 2022 | 10 |
Charter Oak Capital Management, LLC | 7 | 3 | 0.01% | 0.03% | 0.19% | Q4 2020 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.02% | 0.05% | Q1 2021 | Q3 2023 | 10 |
HSBC HOLDINGS PLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2022 | 10 |
Jasper Ridge Partners, L.P. | 9 | 1 | 0.10% | 0.21% | 0.33% | Q1 2020 | Q3 2023 | 10 |
Moors & Cabot, Inc. | 5 | 2 | 0.01% | 0.05% | 0.11% | Q2 2014 | Q3 2023 | 10 |
BAILARD, INC. | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
OAK FAMILY ADVISORS, LLC | 7 | 3 | 0.09% | 0.12% | 0.19% | Q4 2020 | Q2 2023 | 10 |
First Horizon Advisors, Inc. | 5 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q4 2021 | 10 |
TCTC Holdings, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
THRIVENT FINANCIAL FOR LUTHERANS | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 10 |
Syverson Strege & Co | 10 | 10 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q1 2023 | 10 |
West Branch Capital LLC | 10 | 10 | 0.07% | 0.07% | 0.08% | Q2 2021 | Q3 2023 | 10 |
Sullivan, Bruyette, Speros & Blaney, LLC | 10 | 10 | 0.03% | 0.03% | 0.04% | Q4 2018 | Q1 2021 | 10 |
Doyle Wealth Management | 8 | 1 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q3 2022 | 10 |
1834 INVESTMENT ADVISORS CO | 6 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2022 | 10 |
CITIZENS FINANCIAL GROUP INC/RI | 7 | 1 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 10 |
Golden State Wealth Management, LLC | 6 | 1 | 0.28% | 0.47% | 0.72% | Q1 2019 | Q4 2021 | 10 |
Paragon Advisors, LLC | 10 | 10 | 0.13% | 0.74% | 2.92% | Q2 2021 | Q3 2023 | 10 |
PRW Wealth Management LLC | 4 | 2 | 0.04% | 0.20% | 0.31% | Q4 2018 | Q2 2022 | 10 |
BNP PARIBAS FINANCIAL MARKETS | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Clear Perspectives Financial Planning, LLC | 10 | 10 | 0.10% | 0.39% | 0.67% | Q4 2020 | Q1 2023 | 10 |
ANDERSON HOAGLAND & CO | 6 | 1 | 0.03% | 0.09% | 0.20% | Q1 2018 | Q1 2022 | 10 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 7 | 1 | 0.00% | 0.10% | 0.42% | Q4 2016 | Q4 2020 | 10 |
Prentice Wealth Management LLC | 5 | 5 | 7.44% | 8.52% | 9.47% | Q1 2021 | Q3 2023 | 10 |
Nachman Norwood & Parrott, Inc | 5 | 5 | 0.03% | 0.05% | 0.07% | Q4 2018 | Q2 2021 | 10 |
Resolute Advisors LLC | 10 | 10 | 0.00% | 0.03% | 0.07% | Q2 2021 | Q3 2023 | 10 |
VSR Financial Services, Inc. | 10 | 10 | 0.05% | 0.10% | 0.13% | Q1 2014 | Q2 2016 | 10 |
PIN OAK INVESTMENT ADVISORS INC | 8 | 2 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 10 |
Laird Norton Wetherby Trust Company, LLC | 9 | 9 | 0.12% | 0.70% | 2.43% | Q3 2021 | Q3 2023 | 9 |
Wealthspire Advisors, LLC | 6 | 1 | 0.01% | 0.41% | 0.68% | Q4 2020 | Q3 2023 | 9 |
Trexquant Investment LP | 5 | 1 | 0.02% | 0.03% | 0.07% | Q4 2019 | Q2 2023 | 9 |
Baystate Wealth Management LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 9 |
Five Oceans Advisors | 9 | 9 | 0.25% | 0.30% | 0.41% | Q3 2021 | Q3 2023 | 9 |
UBS ASSET MANAGEMENT AMERICAS INC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2019 | 9 |
Sigma Investment Management Co | 9 | 9 | 0.13% | 0.47% | 0.64% | Q1 2013 | Q1 2015 | 9 |
Bridgewater Wealth & Financial Management, LLC | 8 | 1 | 0.12% | 0.14% | 0.16% | Q4 2014 | Q2 2017 | 9 |
Yorktown Management & Research Co Inc | 7 | 2 | 0.05% | 0.27% | 1.24% | Q2 2013 | Q4 2017 | 9 |
Pinnacle Summer Investments, Inc. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 9 |
Liberty Capital Management, Inc. | 5 | 4 | 0.12% | 0.14% | 0.14% | Q2 2019 | Q3 2021 | 9 |
Stonehage Fleming Financial Services Holdings Ltd | 9 | 9 | 0.16% | 0.19% | 0.35% | Q1 2020 | Q1 2022 | 9 |
Retirement Planning Group, LLC | 5 | 4 | 0.03% | 0.05% | 0.09% | Q1 2019 | Q1 2022 | 9 |
Joseph P. Lucia & Associates, LLC | 5 | 4 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2021 | 9 |
BigSur Wealth Management LLC | 9 | 9 | 0.08% | 0.09% | 0.10% | Q3 2021 | Q3 2023 | 9 |
BOKF, NA | 6 | 3 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 9 |
Sage Mountain Advisors LLC | 4 | 2 | 0.00% | 0.15% | 0.39% | Q1 2021 | Q3 2023 | 9 |
Brinker Capital Investments, LLC | 4 | 1 | 0.00% | 0.09% | 0.24% | Q4 2014 | Q4 2019 | 9 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 9 | 9 | 6.51% | 9.07% | 12.46% | Q2 2020 | Q2 2022 | 9 |
GoalFusion Wealth Management, LLC | 9 | 9 | 12.30% | 13.31% | 14.38% | Q4 2021 | Q4 2023 | 9 |
SEI INVESTMENTS CO | 7 | 1 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q2 2018 | 9 |
Sterling Capital Management LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q4 2018 | 9 |
Wealthfront Advisers LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 9 |
Murphy, Middleton, Hinkle & Parker, Inc. | 6 | 3 | 0.12% | 0.13% | 0.14% | Q4 2020 | Q3 2023 | 9 |
Newman & Schimel, LLC | 9 | 9 | 4.12% | 10.15% | 14.26% | Q4 2020 | Q4 2022 | 9 |
BBR PARTNERS, LLC | 5 | 4 | 0.44% | 2.11% | 4.61% | Q2 2013 | Q3 2015 | 9 |
PLANNING DIRECTIONS INC | 9 | 9 | 0.17% | 0.58% | 1.19% | Q3 2021 | Q3 2023 | 9 |
Checchi Capital Advisers, LLC | 6 | 1 | 0.01% | 0.12% | 0.66% | Q1 2016 | Q3 2023 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 9 |
RONALD BLUE & CO LLC | 9 | 9 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q2 2015 | 9 |
LAKE STREET ADVISORS GROUP, LLC | 8 | 1 | 0.03% | 0.13% | 0.20% | Q4 2017 | Q3 2023 | 9 |
CAMDEN NATIONAL BANK | 9 | 9 | 0.05% | 0.06% | 0.07% | Q4 2019 | Q4 2021 | 9 |
American Money Management, LLC | 9 | 9 | 0.14% | 0.15% | 0.17% | Q3 2021 | Q3 2023 | 9 |
Renaissance Technologies | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 9 |
WFG Advisors, LP | 4 | 2 | 0.00% | 0.07% | 0.25% | Q2 2013 | Q2 2017 | 9 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 5 | 2 | 0.00% | 0.04% | 0.07% | Q3 2020 | Q3 2023 | 9 |
Sterneck Capital Management, LLC | 5 | 4 | 0.14% | 0.25% | 0.35% | Q1 2016 | Q1 2020 | 9 |
4Thought Financial Group Inc. | 8 | 1 | 0.00% | 0.05% | 0.13% | Q2 2021 | Q3 2023 | 9 |
Empirical Finance, LLC | 5 | 1 | 0.03% | 0.12% | 0.34% | Q1 2018 | Q3 2022 | 9 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.28% | 0.37% | 0.47% | Q4 2021 | Q3 2023 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.04% | 0.06% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Ameritas Investment Company, LLC | 5 | 3 | 0.01% | 0.05% | 0.11% | Q3 2019 | Q3 2021 | 8 |
Silver Oak Advisory Group, Inc. | 8 | 8 | 0.69% | 0.75% | 0.80% | Q4 2021 | Q3 2023 | 8 |
Allie Family Office LLC | 8 | 8 | 2.53% | 2.79% | 3.35% | Q4 2021 | Q3 2023 | 8 |
STUDIO INVESTMENT MANAGEMENT LLC | 8 | 8 | 0.79% | 1.23% | 1.43% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Quantitative Systematic Strategies LLC | 8 | 8 | 1.37% | 26.89% | 100.00% | Q1 2020 | Q4 2021 | 8 |
RS CRUM INC. | 8 | 8 | 0.11% | 0.15% | 0.26% | Q4 2021 | Q3 2023 | 8 |
HORIZON FINANCIAL SERVICES, LLC | 5 | 3 | 0.07% | 0.29% | 0.68% | Q2 2021 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
OKABENA INVESTMENT SERVICES INC | 5 | 3 | 0.00% | 3.02% | 5.38% | Q1 2020 | Q3 2023 | 8 |
PFG Advisors | 5 | 3 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 8 |
BERNZOTT CAPITAL ADVISORS | 7 | 1 | 0.03% | 0.32% | 0.79% | Q3 2021 | Q3 2023 | 8 |
Warren Street Wealth Advisors, LLC | 8 | 8 | 0.80% | 0.94% | 1.13% | Q4 2021 | Q3 2023 | 8 |
Wealthstream Advisors, Inc. | 8 | 8 | 1.25% | 1.73% | 2.23% | Q4 2021 | Q3 2023 | 8 |
Tanager Wealth Management LLP | 8 | 8 | 0.39% | 0.53% | 0.72% | Q4 2021 | Q3 2023 | 8 |
Bryn Mawr Capital Management, LLC | 7 | 1 | 0.20% | 0.29% | 0.51% | Q3 2018 | Q3 2020 | 8 |
ALESCO ADVISORS LLC | 6 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2023 | 8 |
Treynor Bancshares, Inc. | 8 | 8 | 1.28% | 1.41% | 1.58% | Q4 2021 | Q3 2023 | 8 |
MID CONTINENT CAPITAL LLC/IL | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2013 | Q3 2015 | 8 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 8 | 8 | 0.05% | 0.08% | 0.10% | Q4 2019 | Q3 2021 | 8 |
SAX WEALTH ADVISORS, LLC | 8 | 8 | 0.13% | 0.14% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Ranch Capital Advisors Inc. | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2021 | 8 |
Index Fund Advisors, Inc. | 8 | 8 | 0.05% | 0.06% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Hanson & Doremus Investment Management | 5 | 1 | 0.00% | 0.01% | 0.06% | Q2 2018 | Q3 2023 | 8 |
MARYLAND CAPITAL ADVISORS INC. | 8 | 8 | 0.09% | 0.10% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Orcam Financial Group | 8 | 8 | 10.36% | 10.78% | 11.65% | Q4 2021 | Q3 2023 | 8 |
Guidant Wealth Advisors | 4 | 4 | 0.28% | 0.31% | 0.37% | Q3 2016 | Q3 2019 | 8 |
NewEdge Wealth, LLC | 8 | 8 | 0.43% | 0.53% | 0.62% | Q4 2021 | Q3 2023 | 8 |
Ameliora Wealth Management Ltd. | 8 | 8 | 5.60% | 12.86% | 29.18% | Q4 2021 | Q3 2023 | 8 |
Apollon Wealth Management, LLC | 8 | 8 | 0.19% | 0.25% | 0.30% | Q4 2021 | Q3 2023 | 8 |
DB Fitzpatrick & Co, Inc | 8 | 8 | 0.19% | 0.90% | 4.58% | Q4 2021 | Q3 2023 | 8 |
Intelligent Financial Strategies | 8 | 8 | 0.34% | 2.71% | 8.37% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
AGINCOURT CAPITAL MANAGEMENT, LLC | 8 | 8 | 48.72% | 53.14% | 55.95% | Q4 2021 | Q3 2023 | 8 |
Yarbrough Capital, LLC | 8 | 8 | 2.14% | 2.42% | 2.92% | Q4 2021 | Q3 2023 | 8 |
Cerity Partners LLC | 8 | 8 | 0.04% | 0.11% | 0.16% | Q4 2021 | Q3 2023 | 8 |
RE Dickinson Investment Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 8 | 8 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q2 2021 | 8 |
Trust Asset Management LLC | 8 | 8 | 15.80% | 19.22% | 24.30% | Q1 2017 | Q4 2018 | 8 |
SALEM INVESTMENT COUNSELORS INC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
DHK Financial Advisors, Inc. | 8 | 8 | 13.54% | 15.69% | 20.08% | Q4 2021 | Q3 2023 | 8 |
Concord Wealth Partners | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 8 |
Baldrige Asset Management LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2023 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Intergy Private Wealth, LLC | 8 | 8 | 2.31% | 3.46% | 7.08% | Q4 2021 | Q3 2023 | 8 |
TIFF ADVISORY SERVICES, LLC | 5 | 3 | 2.26% | 6.60% | 15.75% | Q2 2013 | Q3 2023 | 8 |
First Pacific Advisors, LP | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Schrum Private Wealth Management LLC | 8 | 8 | 0.55% | 0.76% | 0.84% | Q4 2021 | Q3 2023 | 8 |
Independence Advisors, LLC | 4 | 1 | 0.04% | 0.07% | 0.10% | Q3 2016 | Q3 2020 | 8 |
Endowment Wealth Management, Inc. | 8 | 8 | 2.19% | 2.67% | 3.03% | Q4 2021 | Q3 2023 | 8 |
Wilson & Boucher Capital Management, LLC | 8 | 8 | 0.22% | 0.31% | 0.44% | Q4 2021 | Q3 2023 | 8 |
Carnegie Capital Asset Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Kathleen S. Wright Associates Inc. | 8 | 8 | 0.46% | 0.57% | 0.74% | Q4 2021 | Q3 2023 | 8 |
Compagnie Lombard Odier SCmA | 8 | 8 | 0.01% | 0.01% | 0.04% | Q1 2015 | Q4 2016 | 8 |
FIRST COMMUNITY TRUST NA | 8 | 8 | 0.32% | 0.36% | 0.42% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Column Capital Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.00% | 0.01% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Evolution Advisers, Inc. | 8 | 8 | 0.00% | 0.03% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Synergy Financial Group, LTD | 8 | 8 | 0.29% | 0.36% | 0.46% | Q4 2021 | Q3 2023 | 8 |
Fingerlakes Wealth Management, Inc. | 8 | 8 | 1.60% | 1.67% | 1.72% | Q4 2021 | Q3 2023 | 8 |
Sweet Financial Partners, LLC | 8 | 8 | 0.63% | 0.70% | 0.99% | Q4 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.04% | 0.08% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Smith, Salley & Associates | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2022 | 8 |
Klingman & Associates, LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2014 | Q3 2016 | 8 |
SC&H Financial Advisors, Inc. | 8 | 8 | 0.56% | 0.79% | 1.05% | Q4 2021 | Q3 2023 | 8 |
Advance Capital Management, Inc. | 8 | 8 | 0.03% | 0.05% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Applied Capital LLC | 8 | 8 | 0.18% | 0.25% | 0.34% | Q1 2021 | Q4 2022 | 8 |
Objective Capital Management, LLC | 8 | 8 | 0.37% | 0.38% | 0.40% | Q4 2021 | Q3 2023 | 8 |
CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.06% | 0.91% | 4.12% | Q4 2020 | Q3 2022 | 8 |
Gleason Group, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 8 |
SCHRODERS IS Ltd | 8 | 8 | 0.38% | 20.09% | 59.28% | Q1 2021 | Q4 2022 | 8 |
Orion Portfolio Solutions, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 8 |
Bell Rock Capital LLC | 7 | 1 | 0.00% | 0.01% | 0.05% | Q3 2017 | Q4 2019 | 8 |
MAS Advisors LLC | 8 | 8 | 1.45% | 1.77% | 2.15% | Q4 2021 | Q3 2023 | 8 |
Trevian Wealth Management LLC | 6 | 1 | 0.52% | 0.65% | 0.81% | Q4 2021 | Q3 2023 | 7 |
BARINGS LLC | 7 | 7 | 0.47% | 1.21% | 2.44% | Q1 2022 | Q3 2023 | 7 |
BAR HARBOR TRUST SERVICES | 7 | 7 | 0.89% | 1.04% | 1.29% | Q2 2013 | Q4 2014 | 7 |
Asset Management Group, Inc. | 4 | 1 | 0.04% | 0.05% | 0.08% | Q3 2019 | Q3 2023 | 7 |
Rainier Group Investment Advisory LLC | 7 | 7 | 0.37% | 0.44% | 0.50% | Q4 2016 | Q2 2018 | 7 |
BREWIN DOLPHIN LTD | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
MONEY CONCEPTS CAPITAL CORP | 5 | 2 | 0.00% | 0.02% | 0.07% | Q4 2020 | Q4 2022 | 7 |
Lighthouse Investment Partners, LLC | 7 | 7 | 0.38% | 2.11% | 6.91% | Q1 2022 | Q3 2023 | 7 |
Financial Advocates Investment Management | 6 | 1 | 0.00% | 0.03% | 0.11% | Q4 2017 | Q1 2022 | 7 |
Sterling Investment Advisors, Ltd. | 5 | 2 | 0.01% | 0.04% | 0.08% | Q2 2021 | Q3 2023 | 7 |
INR ADVISORY SERVICES LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
THOMPSON DAVIS & CO., INC. | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2015 | Q3 2016 | 7 |
MEANS INVESTMENT CO., INC. | 7 | 7 | 0.14% | 0.45% | 0.65% | Q1 2022 | Q3 2023 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q4 2014 | 7 |
Moloney Securities Asset Management, LLC | 7 | 7 | 0.09% | 0.34% | 0.46% | Q4 2017 | Q2 2019 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.04% | 0.05% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Psagot Value Holdings Ltd. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2020 | 7 |
Crewe Advisors LLC | 7 | 7 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q4 2021 | 7 |
FormulaFolio Investments, LLC | 7 | 7 | 0.18% | 0.27% | 0.34% | Q4 2019 | Q2 2021 | 7 |
Integrated Wealth Management | 7 | 7 | 0.06% | 0.07% | 0.07% | Q1 2015 | Q3 2016 | 7 |
Constellation Wealth Advisors, LLC | 6 | 1 | 0.05% | 0.23% | 0.40% | Q4 2013 | Q3 2015 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q2 2018 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Geometric Wealth Advisors | 7 | 7 | 0.08% | 0.19% | 0.82% | Q1 2022 | Q3 2023 | 7 |
Collaborative Wealth Managment Inc. | 6 | 1 | 0.28% | 0.31% | 0.33% | Q1 2021 | Q3 2023 | 7 |
Aveo Capital Partners, LLC | 5 | 1 | 0.13% | 0.43% | 1.26% | Q2 2018 | Q3 2023 | 7 |
Edgehill Endowment Partners, LLC | 7 | 7 | 4.48% | 19.23% | 24.38% | Q1 2022 | Q3 2023 | 7 |
MEITAV INVESTMENT HOUSE LTD | 3 | 2 | 0.00% | 0.24% | 1.53% | Q2 2021 | Q3 2023 | 7 |
Atria Investments, Inc | 4 | 1 | 0.02% | 0.21% | 0.41% | Q1 2017 | Q4 2022 | 7 |
Ausdal Financial Partners, Inc. | 6 | 1 | 0.04% | 0.12% | 0.16% | Q4 2015 | Q3 2018 | 7 |
Procyon Advisors, LLC | 3 | 1 | 0.03% | 0.05% | 0.07% | Q4 2019 | Q3 2023 | 7 |
Cheviot Value Management, LLC | 7 | 7 | 0.07% | 0.08% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Equitable Holdings, Inc. | 5 | 2 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 7 |
Investments & Financial Planning, LLC | 4 | 3 | 6.27% | 6.76% | 7.37% | Q4 2021 | Q3 2023 | 7 |
Virtu KCG Holdings LLC | 3 | 2 | 0.00% | 0.02% | 0.04% | Q3 2013 | Q1 2017 | 7 |
Bank of New Hampshire | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Trellis Advisors, LLC | 7 | 7 | 0.15% | 0.15% | 0.16% | Q1 2022 | Q3 2023 | 7 |
BRAVE ASSET MANAGEMENT INC | 6 | 1 | 0.09% | 0.66% | 0.84% | Q4 2018 | Q4 2020 | 7 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
RAYMOND JAMES TRUST N.A. | 6 | 1 | 0.01% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.02% | 0.09% | 0.12% | Q2 2013 | Q4 2014 | 7 |
Bison Wealth, LLC | 7 | 7 | 0.23% | 0.26% | 0.27% | Q1 2020 | Q3 2021 | 7 |
ANGELES WEALTH MANAGEMENT, LLC | 7 | 7 | 6.71% | 8.92% | 10.32% | Q1 2022 | Q3 2023 | 7 |
KB FINANCIAL PARTNERS, LLC | 7 | 7 | 0.00% | 0.02% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Sierra Capital LLC | 5 | 2 | 0.00% | 0.02% | 0.08% | Q4 2021 | Q3 2023 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Systelligence, LLC | 7 | 7 | 1.45% | 3.34% | 8.02% | Q4 2020 | Q2 2022 | 7 |
OAK HARBOR WEALTH PARTNERS, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
BKA Wealth Consulting, Inc. | 7 | 7 | 1.66% | 1.84% | 1.98% | Q1 2022 | Q3 2023 | 7 |
Clear Perspective Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2018 | 7 |
ACG Wealth | 7 | 7 | 0.04% | 0.04% | 0.05% | Q1 2017 | Q3 2018 | 7 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 7 | 7 | 0.04% | 0.07% | 0.09% | Q1 2022 | Q3 2023 | 7 |
Sound Income Strategies, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.06% | 0.07% | 0.09% | Q4 2021 | Q2 2023 | 7 |
CGOV Asset Management | 7 | 7 | 0.03% | 3.33% | 4.95% | Q3 2016 | Q1 2018 | 7 |
Asset Planning Services, Ltd. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q4 2018 | 7 |
ADVISOR PARTNERS LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q1 2022 | 7 |
CONCORD ASSET MANAGEMENT LLC | 7 | 7 | 0.09% | 0.15% | 0.22% | Q2 2013 | Q4 2014 | 7 |
BRR OpCo, LLC | 7 | 7 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q3 2022 | 7 |
Addison Advisors LLC | 7 | 7 | 0.00% | 0.05% | 0.17% | Q1 2022 | Q3 2023 | 7 |
AF Advisors, Inc. | 3 | 1 | 0.12% | 0.16% | 0.21% | Q4 2019 | Q2 2022 | 7 |
HRT FINANCIAL LP | 3 | 1 | 0.00% | 0.02% | 0.08% | Q2 2019 | Q3 2023 | 7 |
Diversified, LLC | 7 | 7 | 0.29% | 0.35% | 0.47% | Q3 2021 | Q1 2023 | 7 |
HL FINANCIAL SERVICES LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 7 |
NWAM LLC | 4 | 3 | 0.03% | 0.09% | 0.15% | Q3 2021 | Q3 2023 | 7 |
Family Management Corp | 6 | 6 | 0.19% | 0.27% | 0.32% | Q4 2018 | Q1 2020 | 6 |
MANAGED ACCOUNT SERVICES INC | 6 | 6 | 0.07% | 0.08% | 0.12% | Q2 2020 | Q3 2021 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2021 | 6 |
USCA RIA LLC | 6 | 6 | 0.17% | 0.22% | 0.26% | Q2 2013 | Q3 2014 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
QS Investors, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2017 | 6 |
Brio Consultants, LLC | 6 | 6 | 0.11% | 0.16% | 0.29% | Q4 2018 | Q1 2020 | 6 |
Evensky & Katz LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2021 | 6 |
NOMURA ASSET MANAGEMENT CO LTD | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 6 |
Pensionmark Financial Group, LLC | 4 | 2 | 0.05% | 0.06% | 0.06% | Q4 2021 | Q3 2023 | 6 |
Highmount Capital, LLC | 6 | 6 | 0.41% | 1.33% | 3.65% | Q1 2014 | Q2 2015 | 6 |
Wagner Wealth Management, LLC | 4 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2022 | 6 |
SteelBridge Private Wealth Advisors LLC | 6 | 6 | 1.92% | 2.58% | 3.64% | Q1 2016 | Q2 2017 | 6 |
FIRST INTERSTATE BANK | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 6 |
FSM Wealth Advisors, LLC | 6 | 6 | 3.33% | 3.86% | 4.16% | Q2 2022 | Q3 2023 | 6 |
City State Bank | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Beaumont Capital Management, LLC | 6 | 6 | 0.15% | 0.25% | 0.44% | Q4 2020 | Q1 2022 | 6 |
GUYASUTA INVESTMENT ADVISORS INC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q4 2021 | 6 |
Verdence Capital Advisors LLC | 6 | 6 | 0.07% | 0.07% | 0.08% | Q2 2022 | Q3 2023 | 6 |
American Trust | 6 | 6 | 0.06% | 0.09% | 0.12% | Q1 2022 | Q2 2023 | 6 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 2 | 0.06% | 0.08% | 0.11% | Q2 2021 | Q4 2022 | 6 |
PagnatoKarp Partners LLC | 6 | 6 | 0.17% | 0.20% | 0.22% | Q4 2018 | Q1 2020 | 6 |
Hamilton Wealth, LLC | 6 | 6 | 3.42% | 5.63% | 9.34% | Q4 2018 | Q1 2020 | 6 |
Global Endowment Management, LP | 6 | 6 | 1.02% | 1.27% | 1.56% | Q2 2022 | Q3 2023 | 6 |
FIRST FOUNDATION ADVISORS | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
BCR Wealth Strategies, LLC | 4 | 2 | 0.08% | 0.13% | 0.21% | Q4 2021 | Q3 2023 | 6 |
WJ Interests, LLC | 6 | 6 | 13.10% | 17.88% | 19.44% | Q2 2022 | Q3 2023 | 6 |
UBS AG | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
Aevitas Wealth Management, Inc. | 6 | 6 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q1 2019 | 6 |
BOK Financial Private Wealth, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2018 | 6 |
Three Bridge Wealth Advisors, LLC | 6 | 6 | 1.09% | 3.04% | 4.00% | Q2 2022 | Q3 2023 | 6 |
Legacy Advisors, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2019 | 6 |
RAND WEALTH, LLC | 6 | 6 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q3 2018 | 6 |
Edge Capital Group, LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q4 2021 | 6 |
Aptus Capital Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 6 |
QCM Cayman, Ltd. | 6 | 6 | 0.24% | 0.93% | 1.46% | Q2 2020 | Q3 2021 | 6 |
Sonora Investment Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2021 | 6 |
ATWOOD & PALMER INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Connectus Wealth, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
NOTTINGHAM ADVISORS, INC. | 6 | 6 | 0.14% | 0.97% | 2.66% | Q2 2022 | Q3 2023 | 6 |
PINNACLE ASSOCIATES LTD | 6 | 6 | 0.01% | 0.02% | 0.04% | Q2 2022 | Q3 2023 | 6 |
D'Orazio & Associates, Inc. | 4 | 2 | 0.02% | 0.03% | 0.03% | Q4 2015 | Q2 2017 | 6 |
Cardinal Strategic Wealth Guidance | 5 | 1 | 0.00% | 0.09% | 0.12% | Q1 2022 | Q3 2023 | 6 |
JONES FINANCIAL COMPANIES LLLP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Pinnacle Wealth Management Advisory Group, LLC | 6 | 6 | 0.05% | 0.17% | 0.24% | Q2 2022 | Q3 2023 | 6 |
Center for Financial Planning, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Qube Research & Technologies Ltd | 2 | 1 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 6 |
Quaker Wealth Management, LLC | 6 | 6 | 0.24% | 0.25% | 0.27% | Q4 2019 | Q1 2021 | 6 |
Johnson Financial Group, Inc. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 6 |
SELDON CAPITAL LP | 5 | 1 | 3.73% | 4.90% | 6.05% | Q4 2021 | Q3 2023 | 6 |
SG Americas Securities, LLC | 3 | 3 | 0.01% | 0.05% | 0.10% | Q2 2016 | Q2 2022 | 6 |
First Western Trust Bank | 6 | 6 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2023 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.81% | 0.90% | 1.17% | Q2 2022 | Q3 2023 | 6 |
BHK Investment Advisors, LLC | 6 | 6 | 0.18% | 0.20% | 0.24% | Q4 2017 | Q1 2019 | 6 |
Compass Advisory Group LLC | 6 | 6 | 0.13% | 0.69% | 0.90% | Q2 2022 | Q3 2023 | 6 |
New Millennium Group LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
RETIREMENT CAPITAL STRATEGIES | 4 | 2 | 0.10% | 0.11% | 0.13% | Q4 2017 | Q4 2019 | 6 |
University of Tennessee | 6 | 6 | 62.60% | 67.56% | 71.10% | Q4 2017 | Q1 2019 | 6 |
HighTower Trust Company, N.A. | 6 | 6 | 0.14% | 0.17% | 0.22% | Q1 2016 | Q2 2017 | 6 |
Bank of Kentucky, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2014 | 5 |
Berger Financial Group, Inc | 3 | 1 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q4 2022 | 5 |
CIBC BANK USA | 5 | 5 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q4 2019 | 5 |
DAVENPORT & Co LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2021 | 5 |
CAMBRIDGE ASSOCIATES LTD LLC/ENGLAND/ /ADV | 5 | 5 | 69.65% | 76.37% | 80.59% | Q3 2014 | Q3 2015 | 5 |
Sageworth Trust Co of South Dakota | 5 | 5 | 1.77% | 1.95% | 2.17% | Q1 2022 | Q1 2023 | 5 |
Virtu Financial LLC | 2 | 1 | 0.03% | 0.04% | 0.07% | Q3 2014 | Q3 2019 | 5 |
CATALYST PRIVATE WEALTH, LLC | 4 | 1 | 0.12% | 0.45% | 0.90% | Q3 2020 | Q2 2022 | 5 |
Tradition Wealth Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Edge Wealth Management LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2019 | 5 |
FIDUCIARY TRUST INTERNATIONAL LLC | 5 | 5 | 1.24% | 1.55% | 1.74% | Q3 2014 | Q3 2015 | 5 |
Verus Financial Partners, Inc. | 4 | 1 | 0.03% | 0.04% | 0.07% | Q3 2020 | Q3 2023 | 5 |
Portfolio Strategies Inc | 5 | 5 | 0.12% | 0.13% | 0.15% | Q4 2016 | Q4 2017 | 5 |
Bedel Financial Consulting, Inc. | 5 | 5 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q1 2022 | 5 |
HC FINANCIAL ADVISORS INC | 3 | 2 | 0.03% | 0.04% | 0.04% | Q1 2020 | Q2 2022 | 5 |
People's United Financial, Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q2 2020 | 5 |
Insight Advisors, LLC/ PA | 5 | 5 | 0.07% | 0.08% | 0.08% | Q4 2020 | Q4 2021 | 5 |
Fragasso Group Inc. | 4 | 1 | 0.03% | 0.04% | 0.08% | Q3 2022 | Q4 2023 | 5 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2021 | 5 |
CIDEL ASSET MANAGEMENT INC | 5 | 5 | 0.01% | 0.12% | 0.20% | Q3 2017 | Q3 2018 | 5 |
WealthSpring Partners, LLC | 5 | 5 | 0.60% | 0.88% | 1.31% | Q3 2022 | Q3 2023 | 5 |
InterOcean Capital, LLC | 5 | 5 | 0.02% | 0.07% | 0.09% | Q4 2018 | Q4 2019 | 5 |
West Family Investments, Inc. | 2 | 1 | 0.40% | 0.60% | 0.80% | Q3 2021 | Q3 2023 | 5 |
Callan Capital, LLC | 4 | 1 | 0.05% | 0.05% | 0.06% | Q2 2014 | Q3 2023 | 5 |
Chanos & Co LP | 5 | 5 | 2.84% | 3.59% | 4.21% | Q4 2016 | Q4 2017 | 5 |
SVB Investment Services Inc. | 5 | 5 | 0.03% | 0.04% | 0.04% | Q4 2019 | Q4 2020 | 5 |
Providence Capital Advisors, LLC | 5 | 5 | 0.00% | 0.01% | 0.04% | Q1 2022 | Q1 2023 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Wakefield Asset Management LLLP | 5 | 5 | 0.22% | 0.25% | 0.28% | Q3 2022 | Q3 2023 | 5 |
FourThought Financial, LLC | 5 | 5 | 0.01% | 0.04% | 0.05% | Q4 2020 | Q4 2021 | 5 |
Dakota Wealth Management | 5 | 5 | 0.03% | 0.04% | 0.06% | Q2 2021 | Q2 2022 | 5 |
WESTPORT RESOURCES MANAGEMENT INC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q2 2016 | 5 |
SHEPHERD KAPLAN KROCHUK, LLC | 5 | 5 | 0.60% | 0.73% | 0.97% | Q4 2018 | Q4 2019 | 5 |
Dalton Investments LLC | 5 | 5 | 0.06% | 0.07% | 0.07% | Q4 2013 | Q4 2014 | 5 |
SteelPeak Wealth, LLC | 4 | 1 | 0.02% | 0.18% | 0.43% | Q4 2021 | Q3 2023 | 5 |
Avion Wealth | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Visionary Wealth Advisors | 5 | 5 | 0.03% | 0.29% | 0.74% | Q4 2019 | Q4 2020 | 5 |
BlackRock Investment Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2016 | 5 |
BROWN BROTHERS HARRIMAN & CO | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2018 | 5 |
Windsor Wealth Management, Inc. | 3 | 1 | 0.07% | 0.11% | 0.17% | Q1 2018 | Q2 2020 | 5 |
B. Riley Wealth Management, Inc. | 5 | 5 | 0.03% | 0.04% | 0.04% | Q1 2019 | Q1 2020 | 5 |
Foster Group, Inc. | 5 | 5 | 0.14% | 0.23% | 0.35% | Q3 2022 | Q3 2023 | 5 |
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 5 | 5 | 0.04% | 0.10% | 0.16% | Q1 2022 | Q1 2023 | 5 |
CAPITAL ADVISORS INC/OK | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q4 2017 | 5 |
CONSILIO WEALTH ADVISORS, LLC | 5 | 5 | 0.76% | 1.17% | 1.65% | Q3 2022 | Q3 2023 | 5 |
Hoover Financial Advisors, Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q2 2021 | 5 |
Lenox Wealth Management, Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q2 2020 | 5 |
RHS Financial, LLC | 4 | 1 | 0.18% | 0.24% | 0.39% | Q1 2020 | Q3 2023 | 5 |
Banque Cantonale Vaudoise | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 5 |
WESPAC Advisors SoCal, LLC | 5 | 5 | 0.08% | 0.69% | 1.14% | Q4 2018 | Q4 2019 | 5 |
Running Point Capital Advisors, LLC | 5 | 5 | 0.00% | 0.38% | 0.50% | Q4 2020 | Q4 2021 | 5 |
Ratio Wealth Group | 3 | 2 | 0.12% | 0.17% | 0.22% | Q2 2022 | Q3 2023 | 5 |
True North Advisors, LLC | 5 | 5 | 0.30% | 0.55% | 0.81% | Q3 2021 | Q3 2022 | 5 |
GHP Investment Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2023 | 5 |
WOODMONT INVESTMENT COUNSEL LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q3 2016 | 5 |
DRW Securities, LLC | 2 | 1 | 0.06% | 0.33% | 0.89% | Q1 2019 | Q2 2023 | 5 |
Koshinski Asset Management, Inc. | 2 | 1 | 0.11% | 0.26% | 0.68% | Q1 2017 | Q1 2020 | 5 |
WEALTHFRONT Corp | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2018 | 5 |
Goodman Financial Corp | 4 | 1 | 0.04% | 0.06% | 0.06% | Q4 2017 | Q1 2022 | 5 |
Summit Rock Advisors, LP | 3 | 2 | 1.94% | 17.83% | 45.26% | Q4 2020 | Q3 2022 | 5 |
Phoenix Holdings Ltd. | 3 | 1 | 0.00% | 0.03% | 0.14% | Q1 2021 | Q2 2023 | 5 |
Cassady Schiller Wealth Management, LLC | 4 | 1 | 0.00% | 0.01% | 0.04% | Q4 2021 | Q3 2023 | 5 |
PEAPACK GLADSTONE FINANCIAL CORP | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 5 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Exchange Capital Management, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2014 | 5 |
Regal Investment Advisors LLC | 4 | 1 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q1 2022 | 5 |
Compass Financial Group, INC/SD | 5 | 5 | 0.29% | 0.32% | 0.36% | Q4 2022 | Q4 2023 | 5 |
MBA Advisors LLC | 4 | 4 | 0.11% | 0.16% | 0.20% | Q1 2021 | Q4 2021 | 4 |
Sandy Spring Bank | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 4 |
Avestar Capital, LLC | 2 | 2 | 0.00% | 0.17% | 0.41% | Q1 2019 | Q1 2020 | 4 |
TOWNSQUARE CAPITAL LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 4 | 4 | 0.10% | 0.11% | 0.12% | Q4 2019 | Q3 2020 | 4 |
MEEDER ASSET MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2021 | 4 |
Brick & Kyle, Associates | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2015 | 4 |
Strait & Sound Wealth Management LLC | 4 | 4 | 0.59% | 0.68% | 0.73% | Q4 2022 | Q3 2023 | 4 |
Accel Wealth Management | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 4 |
Gerber Kawasaki Wealth & Investment Management | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2021 | 4 |
PayPay Securities Corp | 4 | 4 | 0.18% | 0.51% | 0.90% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.13% | 0.14% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Verum Partners LLC | 4 | 4 | 0.21% | 0.41% | 0.52% | Q4 2022 | Q3 2023 | 4 |
BOS Asset Management, LLC | 4 | 4 | 0.18% | 0.19% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Portfolio Strategies, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2018 | 4 |
WoodTrust Financial Corp | 2 | 1 | 0.13% | 1.66% | 5.56% | Q4 2018 | Q4 2022 | 4 |
Merriman Wealth Management, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
CITY HOLDING CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
CornerStone Partners LLC | 4 | 4 | 3.25% | 5.17% | 6.25% | Q4 2019 | Q3 2020 | 4 |
SCOTIA CAPITAL INC. | 2 | 1 | 0.01% | 0.01% | 0.03% | Q3 2014 | Q4 2022 | 4 |
Lansing Street Advisors | 4 | 4 | 0.25% | 0.26% | 0.26% | Q3 2022 | Q2 2023 | 4 |
JTC Employer Solutions Trustee Ltd | 4 | 4 | 0.06% | 0.07% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Kendall Capital Management | 4 | 4 | 0.16% | 0.21% | 0.30% | Q4 2022 | Q3 2023 | 4 |
Drystone LLC | 4 | 4 | 0.80% | 0.84% | 0.92% | Q4 2021 | Q3 2022 | 4 |
TCF National Bank | 3 | 1 | 0.95% | 1.11% | 1.40% | Q1 2020 | Q1 2021 | 4 |
MYECFO, LLC | 4 | 4 | 3.64% | 4.13% | 4.77% | Q4 2022 | Q3 2023 | 4 |
Meridian Wealth Advisors, LLC | 4 | 4 | 0.19% | 0.21% | 0.23% | Q2 2021 | Q1 2022 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.09% | 0.24% | 0.35% | Q4 2022 | Q3 2023 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
PERSONAL FINANCIAL CONSULTANTS INC /ADV | 4 | 4 | 1.14% | 1.16% | 1.17% | Q3 2018 | Q2 2019 | 4 |
Aspen Grove Capital, LLC | 4 | 4 | 1.42% | 2.27% | 3.05% | Q4 2022 | Q3 2023 | 4 |
Walleye Trading LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2016 | 4 |
Life Planning Partners, Inc | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Operose Advisors LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2022 | 4 |
ROCKEFELLER FINANCIAL SERVICES INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q2 2017 | 4 |
Windsor Advisory Group, LLC | 4 | 4 | 3.72% | 3.89% | 4.11% | Q4 2022 | Q3 2023 | 4 |
Boxwood Ventures, Inc. | 4 | 4 | 4.05% | 4.70% | 4.98% | Q4 2022 | Q3 2023 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
EVERGREEN CAPITAL MANAGEMENT LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q4 2021 | 4 |
Calamos Wealth Management LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q1 2017 | Q4 2017 | 4 |
Ruedi Wealth Management, Inc. | 4 | 4 | 0.83% | 0.89% | 0.94% | Q4 2022 | Q3 2023 | 4 |
Savant Capital, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Certified Advisory Corp | 3 | 1 | 0.02% | 0.07% | 0.09% | Q3 2018 | Q1 2022 | 4 |
Johnson & White Wealth Management, LLC | 3 | 1 | 0.25% | 1.29% | 1.94% | Q3 2022 | Q3 2023 | 4 |
Janney Capital Management LLC | 1 | 1 | 0.01% | 0.05% | 0.12% | Q4 2016 | Q1 2020 | 4 |
Tillman Hartley LLC | 4 | 4 | 0.10% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
CFS Investment Advisory Services, LLC | 3 | 1 | 0.04% | 0.10% | 0.13% | Q4 2021 | Q2 2023 | 4 |
Olistico Wealth, LLC | 4 | 4 | 0.36% | 0.37% | 0.40% | Q4 2022 | Q3 2023 | 4 |
Madrone Advisors, LLC | 4 | 4 | 0.83% | 5.81% | 11.69% | Q4 2022 | Q3 2023 | 4 |
QS LEGG MASON GLOBAL ASSET ALLOCATION, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2013 | Q3 2014 | 4 |
ARGENT TRUST COMPANY, N.A. | 4 | 4 | 0.09% | 0.10% | 0.10% | Q2 2014 | Q1 2015 | 4 |
DecisionPoint Financial, LLC | 4 | 4 | 0.13% | 0.14% | 0.14% | Q4 2022 | Q3 2023 | 4 |
RWA WEALTH PARTNERS, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Energy Opportunities Capital Management, LLC | 4 | 4 | 0.69% | 0.80% | 0.85% | Q3 2014 | Q2 2015 | 4 |
VICTORY CAPITAL MANAGEMENT INC | 4 | 4 | 0.44% | 0.47% | 0.49% | Q1 2021 | Q4 2021 | 4 |
TEXAS TREASURY SAFEKEEPING TRUST CO | 4 | 4 | 25.84% | 28.05% | 30.17% | Q4 2022 | Q3 2023 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Matisse Capital | 4 | 4 | 0.06% | 0.12% | 0.19% | Q2 2021 | Q1 2022 | 4 |
MainStreet Investment Advisors LLC | 3 | 1 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q4 2021 | 4 |
Ethos Financial Group, LLC | 4 | 4 | 2.43% | 3.70% | 4.38% | Q4 2022 | Q3 2023 | 4 |
PRESILIUM PRIVATE WEALTH, LLC | 4 | 4 | 0.42% | 0.51% | 0.67% | Q4 2022 | Q3 2023 | 4 |
CITIZENS & NORTHERN CORP | 4 | 4 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q1 2022 | 4 |
MELFA WEALTH MANAGEMENT, INC. | 4 | 4 | 0.22% | 0.26% | 0.30% | Q4 2022 | Q3 2023 | 4 |
Lakewood Asset Management LLC | 4 | 4 | 1.82% | 2.13% | 2.30% | Q4 2022 | Q3 2023 | 4 |
Sonoma Private Wealth LLC | 4 | 4 | 1.28% | 1.35% | 1.44% | Q4 2022 | Q3 2023 | 4 |
Ledge Wealth Management, Inc. | 4 | 4 | 0.38% | 0.43% | 0.53% | Q4 2022 | Q3 2023 | 4 |
Archer Investment Corp | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Fusion Family Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2018 | 4 |
NewDay Solutions, LLC | 3 | 1 | 0.73% | 0.94% | 1.19% | Q4 2018 | Q4 2019 | 4 |
NewSquare Capital LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Summit Global Investments | 3 | 1 | 0.05% | 0.07% | 0.09% | Q1 2021 | Q3 2022 | 4 |
Centurion Wealth Management LLC | 4 | 4 | 0.11% | 0.12% | 0.12% | Q4 2022 | Q3 2023 | 4 |
WEALTHSOURCE PARTNERS, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q1 2022 | 4 |
BRANDES INVESTMENT PARTNERS, LP | 2 | 1 | 0.01% | 0.03% | 0.08% | Q4 2021 | Q3 2023 | 4 |
HTG Investment Advisors, Inc. | 4 | 4 | 0.87% | 0.92% | 0.98% | Q4 2022 | Q3 2023 | 4 |
CATALYST FINANCIAL PARTNERS LLC | 4 | 4 | 0.25% | 0.32% | 0.39% | Q4 2022 | Q3 2023 | 4 |
Trellis Wealth Advisors LLC | 4 | 4 | 0.61% | 0.67% | 0.74% | Q4 2022 | Q3 2023 | 4 |
Summit Asset Management, LLC | 4 | 4 | 0.15% | 0.16% | 0.16% | Q4 2015 | Q3 2016 | 4 |
Realta Investment Advisors | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 4 |
AMERICAN NATIONAL BANK | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q2 2015 | 4 |
Schneider Downs Wealth Management Advisors, LP | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
CENTRAL TRUST Co | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 4 |
Portland Global Advisors LLC | 4 | 4 | 0.08% | 0.08% | 0.08% | Q4 2017 | Q3 2018 | 4 |
MinichMacGregor Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2022 | 4 |
Crestwood Advisors Group, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 4 |
Simplicity Wealth,LLC | 4 | 4 | 0.27% | 0.51% | 0.77% | Q4 2021 | Q3 2022 | 4 |
Venturi Wealth Management, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 4 |
KHP Capital, LLC | 4 | 4 | 0.28% | 0.30% | 0.32% | Q4 2017 | Q3 2018 | 4 |
FARMERS & MERCHANTS INVESTMENTS INC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2022 | 4 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q1 2021 | Q4 2021 | 4 |
Advocacy Wealth Management Services, LLC | 4 | 4 | 0.45% | 0.73% | 1.33% | Q4 2016 | Q3 2017 | 4 |
Krilogy Financial LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2018 | 4 |
Bienville Capital Management, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q1 2017 | Q4 2017 | 4 |
SMITH HAYES Advisers, Inc | 4 | 4 | 0.05% | 0.08% | 0.09% | Q2 2015 | Q1 2016 | 4 |
Personal Wealth Partners | 4 | 4 | 0.01% | 0.13% | 0.30% | Q1 2019 | Q4 2019 | 4 |
Parisi Gray Wealth Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
Greenwich Wealth Management LLC | 3 | 1 | 0.02% | 0.03% | 0.03% | Q3 2013 | Q2 2023 | 4 |
Flower City Capital | 4 | 4 | 0.25% | 0.27% | 0.29% | Q4 2022 | Q3 2023 | 4 |
REGIONS FINANCIAL CORP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 4 |
PLANNING ALTERNATIVES LTD /ADV | 4 | 4 | 0.47% | 0.93% | 2.30% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 1.12% | 1.57% | 1.86% | Q4 2022 | Q3 2023 | 4 |
Paracle Advisors, LLC | 4 | 4 | 0.13% | 0.14% | 0.14% | Q1 2020 | Q4 2020 | 4 |
Red Door Wealth Management, LLC | 3 | 1 | 0.05% | 0.06% | 0.08% | Q1 2022 | Q3 2023 | 4 |
Integrity Financial Corp /WA | 4 | 4 | 0.23% | 0.24% | 0.25% | Q4 2022 | Q3 2023 | 4 |
Madden Advisory Services, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q3 2014 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.44% | 0.52% | 0.57% | Q4 2022 | Q3 2023 | 4 |
Beaird Harris Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
JDM Financial Group LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Eschler Asset Management LLP | 3 | 3 | 0.63% | 0.80% | 1.14% | Q1 2023 | Q3 2023 | 3 |
Armbruster Capital Management, Inc. | 3 | 3 | 0.07% | 0.08% | 0.09% | Q4 2021 | Q2 2022 | 3 |
Rainwater Charitable Foundation | 3 | 3 | 13.36% | 23.02% | 33.16% | Q1 2023 | Q3 2023 | 3 |
Fortis Advisors, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q2 2023 | 3 |
GREENLEAF TRUST | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q4 2017 | 3 |
Wedmont Private Capital | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Gunma Bank,Ltd. | 3 | 3 | 0.75% | 1.05% | 1.22% | Q1 2021 | Q3 2021 | 3 |
Andesa Financial Management Inc. | 2 | 1 | 0.11% | 0.18% | 0.25% | Q1 2022 | Q4 2022 | 3 |
Squar Milner Financial Services LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 3 |
Lido Advisors, LLC | 3 | 3 | 0.22% | 0.30% | 0.39% | Q1 2023 | Q3 2023 | 3 |
WP Advisors, LLC | 3 | 3 | 0.02% | 0.59% | 1.74% | Q2 2018 | Q4 2018 | 3 |
WESBANCO BANK INC | 3 | 3 | 0.64% | 1.51% | 2.23% | Q3 2017 | Q1 2018 | 3 |
Perkins Coie Trust Co | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
MARINO, STRAM & ASSOCIATES LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Bellecapital International Ltd. | 2 | 1 | 0.15% | 1.30% | 3.48% | Q4 2013 | Q3 2022 | 3 |
Financial Enhancement Group LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q4 2019 | 3 |
IEQ CAPITAL, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 3 |
Stewardship Advisors, LLC | 3 | 3 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q1 2022 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
MKD WEALTH COACHES, LLC | 3 | 3 | 0.37% | 0.42% | 0.48% | Q1 2020 | Q3 2020 | 3 |
Cornerstone Advisors, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q3 2020 | 3 |
Value Partners Investments Inc. | 3 | 3 | 0.02% | 0.02% | 0.04% | Q3 2020 | Q1 2021 | 3 |
VISTA INVESTMENT MANAGEMENT | 3 | 3 | 0.26% | 0.26% | 0.26% | Q1 2023 | Q3 2023 | 3 |
LEO BROKERAGE, LLC | 2 | 1 | 0.16% | 0.18% | 0.19% | Q1 2022 | Q2 2023 | 3 |
McAdam, LLC | 3 | 3 | 0.03% | 0.05% | 0.09% | Q1 2018 | Q3 2018 | 3 |
Tradewinds Capital Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 3 |
BELLEVUE ASSET MANAGEMENT, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Litman Gregory Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
EWA, LLC | 3 | 3 | 1.07% | 1.14% | 1.18% | Q1 2023 | Q3 2023 | 3 |
Icon Wealth Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2019 | 3 |
Oliver Luxxe Assets LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Capital One Investing, Inc. | 3 | 3 | 0.15% | 0.17% | 0.18% | Q1 2019 | Q3 2019 | 3 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.01% | 1.07% | 3.08% | Q1 2014 | Q4 2017 | 3 |
Planning Solutions Group LLC | 3 | 3 | 0.16% | 0.16% | 0.16% | Q4 2018 | Q2 2019 | 3 |
WHITENER CAPITAL MANAGEMENT, INC. | 2 | 1 | 0.06% | 0.07% | 0.08% | Q4 2017 | Q3 2018 | 3 |
Weitzel Financial Services, Inc. | 3 | 3 | 0.14% | 0.16% | 0.17% | Q1 2022 | Q3 2022 | 3 |
Efficient Advisors, LLC | 3 | 3 | 0.02% | 0.10% | 0.14% | Q1 2023 | Q3 2023 | 3 |
GeoWealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q2 2023 | 3 |
MBM Wealth Consultants, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
St. James Investment Advisors, LLC | 3 | 3 | 0.03% | 0.06% | 0.08% | Q2 2022 | Q4 2022 | 3 |
Clarity Wealth Advisors, LLC | 3 | 3 | 1.49% | 3.43% | 4.52% | Q4 2019 | Q2 2020 | 3 |
DARK FOREST CAPITAL MANAGEMENT LP | 3 | 3 | 0.65% | 0.83% | 1.02% | Q1 2023 | Q3 2023 | 3 |
Belvedere Trading LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 3 |
Beaumont Financial Advisors, LLC | 3 | 3 | 1.55% | 2.92% | 4.50% | Q1 2023 | Q3 2023 | 3 |
Relyea Zuckerberg Hanson LLC | 3 | 3 | 0.26% | 0.30% | 0.34% | Q4 2019 | Q2 2020 | 3 |
HIGHLAND ASSOCIATES INC | 3 | 3 | 4.78% | 65.90% | 100.00% | Q4 2017 | Q2 2018 | 3 |
AVALON CAPITAL MANAGEMENT | 3 | 3 | 0.34% | 0.60% | 1.08% | Q2 2013 | Q4 2013 | 3 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.06% | 0.12% | 0.20% | Q2 2022 | Q3 2023 | 3 |
BRANDYWINE TRUST CO | 3 | 3 | 13.84% | 21.73% | 28.48% | Q1 2023 | Q3 2023 | 3 |
BIP Wealth, LLC | 3 | 3 | 2.43% | 2.63% | 3.02% | Q1 2023 | Q3 2023 | 3 |
Maven Securities LTD | 2 | 2 | 0.04% | 0.08% | 0.12% | Q1 2022 | Q2 2022 | 3 |
REBALANCE, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 3 |
Creative Capital Management Investments LLC | 3 | 3 | 0.13% | 0.18% | 0.21% | Q4 2022 | Q2 2023 | 3 |
FORVIS Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Cooper Financial Group | 3 | 3 | 0.09% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Argent Wealth Management LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q4 2019 | Q2 2020 | 3 |
Iron Horse Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2022 | 3 |
Clearshares LLC | 3 | 3 | 1.48% | 1.50% | 1.52% | Q2 2021 | Q4 2021 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.23% | 0.23% | 0.24% | Q1 2023 | Q3 2023 | 3 |
Invesco Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
NorthRock Partners, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q1 2020 | 3 |
Jacobi Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Pathway Financial Advisors LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q2 2018 | 3 |
Advisor Resource Council | 1 | 1 | 0.29% | 0.31% | 0.33% | Q2 2021 | Q2 2022 | 3 |
Annandale Capital, LLC | 3 | 3 | 0.09% | 0.09% | 0.10% | Q1 2022 | Q3 2022 | 3 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 3 |
USA FINANCIAL FORMULAS | 2 | 1 | 0.04% | 0.09% | 0.20% | Q3 2017 | Q2 2018 | 3 |
Stearns Financial Services Group | 3 | 3 | 2.52% | 2.60% | 2.71% | Q1 2020 | Q3 2020 | 3 |
Mascoma Wealth Management LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Mandatum Life Insurance Co Ltd | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2015 | Q2 2018 | 3 |
Syntal Capital Partners, LLC | 3 | 3 | 1.52% | 1.70% | 1.91% | Q1 2023 | Q3 2023 | 3 |
Gitterman Wealth Management, LLC | 3 | 3 | 0.23% | 0.34% | 0.44% | Q1 2022 | Q3 2022 | 3 |
Capstone Financial Advisors, Inc. | 1 | 1 | 0.07% | 0.08% | 0.09% | Q4 2014 | Q4 2018 | 3 |
Perennial Investment Advisors, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 2.08% | 2.56% | 3.01% | Q4 2014 | Q2 2015 | 3 |
Allegiant Private Advisors, LLC | 3 | 3 | 0.77% | 0.81% | 0.85% | Q4 2020 | Q2 2021 | 3 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q4 2019 | 3 |
THOMPSON SIEGEL & WALMSLEY LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Regis Acquisition Inc. | 3 | 3 | 0.44% | 0.46% | 0.49% | Q1 2023 | Q3 2023 | 3 |
Tarbox Family Office, Inc. | 3 | 3 | 0.14% | 0.14% | 0.14% | Q2 2019 | Q4 2019 | 3 |
JANICZEK WEALTH MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 3 |
FORTE ASSET MANAGEMENT LLC | 3 | 3 | 0.20% | 0.21% | 0.21% | Q1 2023 | Q3 2023 | 3 |
Altus Wealth Group LLC | 2 | 1 | 0.03% | 0.08% | 0.16% | Q4 2020 | Q4 2022 | 3 |
Trilogy Capital Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Peak Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Starfox Financial Services, LLC | 3 | 3 | 0.32% | 2.50% | 6.87% | Q4 2021 | Q2 2022 | 3 |
Western Wealth Management, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q2 2022 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 3 |
Headlands Technologies LLC | 2 | 1 | 0.07% | 0.21% | 0.38% | Q4 2022 | Q3 2023 | 3 |
Resurgent Financial Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Spectrum Management Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
WASHINGTON TRUST BANK | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2014 | Q3 2014 | 3 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 3 |
Integrated Advisors Network LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q1 2022 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 3 |
Harel Insurance Investments & Financial Services Ltd. | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q3 2022 | 3 |
Summit X, LLC | 2 | 1 | 0.01% | 0.04% | 0.06% | Q3 2020 | Q4 2021 | 3 |
McKinley Carter Wealth Services, Inc. | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Paloma Partners Management Co | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q1 2019 | 2 |
DAYMARK WEALTH PARTNERS, LLC | 2 | 2 | 0.02% | 0.04% | 0.06% | Q2 2023 | Q3 2023 | 2 |
PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC | 2 | 2 | 0.23% | 0.24% | 0.25% | Q3 2016 | Q4 2016 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Paul John Balson | 2 | 2 | 0.09% | 0.11% | 0.13% | Q1 2020 | Q2 2020 | 2 |
Wick Capital Partners, LLC | 2 | 2 | 0.17% | 0.18% | 0.18% | Q2 2022 | Q3 2022 | 2 |
Bradley & Co. Private Wealth Management, LLC | 2 | 2 | 0.40% | 0.40% | 0.40% | Q2 2023 | Q3 2023 | 2 |
PACIFIC FINANCIAL GROUP INC | 1 | 1 | 0.01% | 0.84% | 1.67% | Q4 2018 | Q3 2020 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Long Wharf Investors, Inc. | 2 | 2 | 0.19% | 0.19% | 0.19% | Q4 2013 | Q1 2014 | 2 |
DGS Capital Management, LLC | 2 | 2 | 0.45% | 0.46% | 0.48% | Q4 2021 | Q1 2022 | 2 |
Arlington Financial Advisors, LLC | 1 | 1 | 0.26% | 0.74% | 1.21% | Q4 2018 | Q4 2022 | 2 |
Capital Group Private Client Services, Inc. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q1 2023 | 2 |
Bull Oak Capital, LLC | 2 | 2 | 7.15% | 7.52% | 7.90% | Q4 2021 | Q1 2022 | 2 |
HUTCHINSON CAPITAL MANAGEMENT/CA | 2 | 2 | 0.68% | 0.68% | 0.69% | Q4 2021 | Q1 2022 | 2 |
RTD Financial Advisors, Inc. | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Verition Fund Management LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q4 2016 | 2 |
Newman Dignan & Sheerar, Inc. | 2 | 2 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q1 2022 | 2 |
Ground Swell Capital, LLC | 1 | 1 | 0.02% | 0.35% | 0.68% | Q2 2014 | Q1 2021 | 2 |
Strategies Wealth Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 2.07% | 2.16% | 2.24% | Q2 2023 | Q3 2023 | 2 |
Transamerica Financial Advisors, Inc. | 2 | 2 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2018 | 2 |
DEARBORN PARTNERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q1 2022 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
TimeScale Financial, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
CAPITAL ONE FINANCIAL CORP | 2 | 2 | 0.06% | 0.06% | 0.07% | Q1 2020 | Q2 2020 | 2 |
FISCHER INVESTMENT STRATEGIES, LLC | 2 | 2 | 0.26% | 0.28% | 0.29% | Q2 2023 | Q3 2023 | 2 |
KINGSWOOD WEALTH ADVISORS, LLC | 2 | 2 | 0.10% | 0.21% | 0.32% | Q2 2023 | Q3 2023 | 2 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 2 | 2 | 0.23% | 0.24% | 0.26% | Q4 2013 | Q1 2014 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
BlackDiamond Wealth Management, LLC | 2 | 2 | 0.28% | 0.29% | 0.30% | Q4 2021 | Q1 2022 | 2 |
BOSTON FINANCIAL MANGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
South Dakota Investment Council | 1 | 1 | 0.01% | 0.14% | 0.28% | Q1 2021 | Q2 2022 | 2 |
Orion Capital Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q1 2022 | 2 |
Fieldpoint Private Securities, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Delek Group, Ltd. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2018 | 2 |
Squarepoint Ops LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 2 |
Thomas J. Herzfeld Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
Strategic Investment Solutions, Inc. /IL | 1 | 1 | 0.01% | 0.06% | 0.12% | Q1 2023 | Q3 2023 | 2 |
Signator Financial Services, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 2 |
ELM ADVISORS, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q4 2020 | 2 |
Gotham Asset Management, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
GoalVest Advisory LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q4 2022 | 2 |
Clarius Group, LLC | 2 | 2 | 0.13% | 0.24% | 0.34% | Q3 2022 | Q4 2022 | 2 |
Greenline Partners, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q3 2022 | 2 |
Heritage Investment Group, Inc. | 2 | 2 | 0.06% | 0.45% | 0.83% | Q2 2023 | Q3 2023 | 2 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 2 |
Pinnacle Advisory Group, Inc. | 1 | 1 | 0.01% | 0.02% | 0.02% | Q2 2016 | Q1 2021 | 2 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 2 |
FOSTER DYKEMA CABOT & CO INC/MA | 2 | 2 | 0.02% | 0.04% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Day & Ennis, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q1 2023 | 2 |
TUDOR INVESTMENT CORP ET AL | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 2 | 2 | 0.25% | 0.25% | 0.25% | Q4 2015 | Q1 2016 | 2 |
BADGLEY PHELPS & BELL INC | 2 | 2 | 0.42% | 0.42% | 0.42% | Q1 2019 | Q2 2019 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
First Command Bank | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Estate Counselors, LLC | 2 | 2 | 1.30% | 1.32% | 1.34% | Q1 2018 | Q2 2018 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2022 | 2 |
Axiom Investment Management LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q2 2019 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
WADE G W & INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
ING GROEP NV | 2 | 2 | 0.13% | 0.13% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Port Capital LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Prime Capital Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
AlphaStar Capital Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Red Tortoise LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
High Falls Advisors, Inc | 1 | 1 | 4.17% | 4.17% | 4.17% | Q4 2015 | Q2 2016 | 2 |
JACKSON SQUARE CAPITAL, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
CAMBRIDGE TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Partnervest Advisory Services LLC | 2 | 2 | 0.14% | 0.18% | 0.22% | Q4 2019 | Q1 2020 | 2 |
Mizuho Securities Co. Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Paragon Wealth Strategies, LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2021 | Q3 2021 | 2 |
SIT INVESTMENT ASSOCIATES INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
GOFEN & GLOSSBERG LLC /IL/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2022 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Costello Asset Management, INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Community Bank, N.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
INSIGNEO ADVISORY SERVICES, LLC | 2 | 2 | 0.29% | 0.29% | 0.29% | Q2 2023 | Q3 2023 | 2 |
JENNISON ASSOCIATES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 2 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Sunbelt Securities, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Coyle Financial Counsel LLC | 1 | 1 | 0.72% | 2.28% | 3.84% | Q1 2018 | Q3 2023 | 2 |
FLAGSTAR ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2022 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2019 | Q1 2020 | 2 |
Proquility Private Wealth Partners, LLC | 1 | 1 | 0.44% | 1.67% | 2.90% | Q4 2021 | Q4 2022 | 2 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.09% | 0.16% | Q4 2020 | Q3 2022 | 2 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Independent Advisor Alliance | 1 | 1 | 0.04% | 0.14% | 0.25% | Q1 2017 | Q4 2019 | 2 |
TFG Advisers LLC | 1 | 1 | 0.11% | 0.11% | 0.12% | Q4 2019 | Q4 2020 | 2 |
Kathmere Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
Genus Capital Management Inc. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Sand Hill Global Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q2 2020 | 2 |
Truvestments Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2022 | 2 |
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Founders Financial Alliance, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q1 2022 | 2 |
First Command Financial Services, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
MAGNOLIA CAPITAL ADVISORS LLC | 1 | 1 | 0.10% | 0.16% | 0.22% | Q4 2019 | Q2 2023 | 2 |
JMG Financial Group, Ltd. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Marcum Wealth, LLC | 1 | 1 | 0.13% | 0.14% | 0.16% | Q4 2021 | Q4 2022 | 2 |
Essex Savings Bank | 1 | 1 | 0.02% | 0.08% | 0.14% | Q4 2018 | Q2 2022 | 2 |
BEACON FINANCIAL GROUP | 2 | 2 | 0.06% | 0.13% | 0.19% | Q3 2013 | Q4 2013 | 2 |
Bluefin Trading, LLC | 2 | 2 | 0.01% | 0.07% | 0.12% | Q1 2014 | Q2 2014 | 2 |
Econ Financial Services Corp | 2 | 2 | 1.80% | 1.81% | 1.82% | Q1 2023 | Q2 2023 | 2 |
Founders Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
DRIVE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.09% | 0.09% | 0.10% | Q2 2023 | Q3 2023 | 2 |
CX Institutional | 1 | 1 | 0.03% | 0.87% | 1.71% | Q4 2018 | Q4 2022 | 2 |
Jackson Wealth Management, LLC | 1 | 1 | 0.03% | 1.43% | 2.83% | Q1 2020 | Q4 2020 | 2 |
First Pacific Financial | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Quad-Cities Investment Group, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2019 | 2 |
TORONTO DOMINION BANK | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Capital Analysts, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2022 | 2 |
Mayfair Advisory Group, LLC | 2 | 2 | 0.28% | 0.29% | 0.29% | Q2 2023 | Q3 2023 | 2 |
Petix & Botte Co | 1 | 1 | 0.07% | 0.07% | 0.08% | Q3 2021 | Q1 2022 | 2 |
Carmel Capital Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Stephens Consulting, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Towercrest Capital Management | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Moisand Fitzgerald Tamayo, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Kraft, Davis & Associates, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 2 | 2 | 0.19% | 0.23% | 0.26% | Q3 2021 | Q4 2021 | 2 |
Paragon Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Magnus Financial Group LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Burleson & Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
CFO4Life, L.P. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2022 | Q4 2022 | 1 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Hirtle Callaghan & Co LLC | 1 | 1 | 2.20% | 2.20% | 2.20% | Q1 2021 | Q1 2021 | 1 |
MONARCH CAPITAL MANAGEMENT INC/ | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2016 | Q3 2016 | 1 |
Wealthquest Corp | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2014 | Q4 2014 | 1 |
Activest Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ETRADE Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
WEST CHESTER CAPITAL ADVISORS, INC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q2 2019 | Q2 2019 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
FINANCIAL LIFE ADVISORS | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2017 | Q4 2017 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
US FINANCIAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
CABANA LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Personal Capital Advisors Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Rossmore Private Capital | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2022 | 1 |
Daiwa Securities Group Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Lourd Capital, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2018 | Q4 2018 | 1 |
RVW Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Corbenic Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Delap Wealth Advisory, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 |
Black Swift Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Moss Adams Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CHARTER RESEARCH & INVESTMENT GROUP, INC. | 1 | 1 | 0.54% | 0.54% | 0.54% | Q2 2023 | Q2 2023 | 1 |
ZACKS INVESTMENT MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Verity Asset Management, Inc. | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2018 | Q3 2018 | 1 |
Orca Investment Management, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2013 | Q4 2013 | 1 |
SUMIT CAPITAL, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2013 | Q4 2013 | 1 |
Capital Wealth Alliance, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Snowden Capital Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Alera Investment Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
Wealth Alliance | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2020 | Q1 2020 | 1 |
Austin Wealth Management, LLC | 1 | 1 | 0.92% | 0.92% | 0.92% | Q3 2023 | Q3 2023 | 1 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Fulcrum Capital LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2018 | Q3 2018 | 1 |
Enterprise Bank & Trust Co | 1 | 1 | 4.92% | 4.92% | 4.92% | Q2 2022 | Q2 2022 | 1 |
Horan Capital Advisors, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Alaethes Wealth LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Steward Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ethic Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
MILLER HOWARD INVESTMENTS INC /NY | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Madison Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Triangle Securities Wealth Management | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2023 | Q3 2023 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Gryphon Financial Partners LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
BAHL & GAYNOR INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Camelot Portfolios, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2016 | Q1 2016 | 1 |
New England Capital Financial Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
BB&T INVESTMENT SERVICES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Banco BTG Pactual S.A. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
TIAA, FSB | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Americana Partners, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
GERMAN AMERICAN BANCORP, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
Alliance Wealth Management Group | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Strategic Wealth Partners Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Claro Advisors LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2018 | Q4 2018 | 1 |
TOMPKINS FINANCIAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
HARBOR INVESTMENT ADVISORY, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
GPS Wealth Strategies Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Mosaic Advisors LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2021 | Q2 2021 | 1 |
West Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Engrave Wealth Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
CANADA PENSION PLAN INVESTMENT BOARD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Ferris Capital, LLC | 1 | 1 | 0.97% | 0.97% | 0.97% | Q2 2021 | Q2 2021 | 1 |
Financial Advisory Group | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
B&D White Capital Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Pictet North America Advisors SA | 1 | 1 | 2.04% | 2.04% | 2.04% | Q3 2023 | Q3 2023 | 1 |
Global Strategic Investment Solutions, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
Susquehanna International Group Ltd. | 1 | 1 | 2.90% | 2.90% | 2.90% | Q4 2019 | Q4 2019 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
DRAVO BAY LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
STRATEGIC INVESTMENT MANAGEMENT, LLC | 1 | 1 | 1.93% | 1.93% | 1.93% | Q4 2019 | Q4 2019 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Redwood Financial Network Corp | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2022 | Q1 2022 | 1 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2016 | Q3 2016 | 1 |
Heartwood Wealth Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Weiss Asset Management LP | 1 | 1 | 1.60% | 1.60% | 1.60% | Q3 2013 | Q3 2013 | 1 |
Accuvest Global Advisors | 1 | 1 | 0.68% | 0.68% | 0.68% | Q4 2018 | Q4 2018 | 1 |
Investors Capital Advisory Services | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2014 | Q3 2014 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
6 Meridian | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2021 | Q1 2021 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2015 | Q4 2015 | 1 |
Keystone Financial Group | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2019 | Q3 2019 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2017 | Q4 2017 | 1 |
AI Financial Services LLC | 1 | 1 | 11.25% | 11.25% | 11.25% | Q4 2018 | Q4 2018 | 1 |
Csenge Advisory Group | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2019 | Q4 2019 | 1 |
Carolina Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Virtue Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Savior LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
THREADGILL FINANCIAL, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
BLUESTEIN R H & CO LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
CAMDEN NATIONAL CORP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
DAVIS R M INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 1.77% | 1.77% | 1.77% | Q4 2016 | Q4 2016 | 1 |
Pinkerton Retirement Specialists, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Li Winifred I | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Transparent Wealth Partners LLC | 1 | 1 | 13.54% | 13.54% | 13.54% | Q1 2022 | Q1 2022 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
CHEMICAL BANK | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Paradigm Financial Partners, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
Greenspring Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
Western Pacific Wealth Management, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
London & Capital Asset Management Ltd | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
One Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
PAX Financial Group, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2019 | Q4 2019 | 1 |
IMPAX ASSET MANAGEMENT LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2014 | Q2 2014 | 1 |
Vestmark Advisory Solutions, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
SkyOak Wealth, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
BENJAMIN EDWARDS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
ATHERTON LANE ADVISERS, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q1 2015 | Q1 2015 | 1 |
Saratoga Research & Investment Management | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2017 | Q3 2017 | 1 |
Grey Fox Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Empowered Funds, LLC | 1 | 1 | 1.16% | 1.16% | 1.16% | Q4 2021 | Q4 2021 | 1 |
Blackston Financial Advisory Group, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2023 | Q2 2023 | 1 |
JBJ Investment Partners, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
MILLIE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2016 | Q2 2016 | 1 |
Stratos Wealth Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Highland Financial Advisors, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2022 | Q3 2022 | 1 |
Barnett & Company, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
COBIZ WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q1 2013 | 1 |
Nauset Wealth Management. LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Austin Private Wealth, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2022 | Q4 2022 | 1 |
MCF Advisors LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2013 | Q3 2013 | 1 |
CKW FINANCIAL GROUP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2020 | Q1 2020 | 1 |
Conrad Siegel Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Second Half Financial Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
LFA - Lugano Financial Advisors SA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Beacon Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
HAYS ADVISORY LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2018 | Q1 2018 | 1 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
OLD SECOND NATIONAL BANK OF AURORA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Carr Financial Group Corp | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
Edgestream Partners, L.P. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
CenterStar Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Sunesis Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
Russell Investments Group, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Avidian Wealth Solutions, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
3Chopt Investment Partners, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
INVESTMENT HOUSE LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2018 | 1 |
EMERSON INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Northside Capital Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2017 | Q1 2017 | 1 |
NinePointTwo Capital LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Boston Partners | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
Clear Creek Financial Management, LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q3 2020 | Q3 2020 | 1 |
IFC Holdings Incorporated/FL | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
GTS SECURITIES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
WFA of San Diego, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2020 | Q2 2020 | 1 |
WealthOne, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2019 | Q4 2019 | 1 |
Biltmore Family Office, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Linscomb & Williams, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
SEAVIEW INVESTMENT MANAGERS LLC | 1 | 1 | 1.44% | 1.44% | 1.44% | Q3 2021 | Q3 2021 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q2 2013 | 1 |
FURE FINANCIAL CORP | 1 | 1 | 6.58% | 6.58% | 6.58% | Q4 2020 | Q4 2020 | 1 |
ACIMA PRIVATE WEALTH, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Laidlaw Wealth Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
ZEKE CAPITAL ADVISORS, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
PSI Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Columbia Asset Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
ENTERPRISE FINANCIAL SERVICES CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Smart Money Group LLC | 1 | 1 | 1.06% | 1.06% | 1.06% | Q4 2018 | Q4 2018 | 1 |
Paradigm Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
ROBERTSON STEPHENS ADVISORS LLC | 1 | 1 | 2.73% | 2.73% | 2.73% | Q4 2016 | Q4 2016 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
TruWealth Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
BANK OF NOVA SCOTIA TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
One Day In July LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
Thor Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2019 | Q3 2019 | 1 |
Horan Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Buck Wealth Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Platte River Wealth Advisors, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2019 | Q4 2019 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.90% | 0.90% | 0.90% | Q3 2023 | Q3 2023 | 1 |
Secure Asset Management, LLC | 1 | 1 | 1.18% | 1.18% | 1.18% | Q3 2023 | Q3 2023 | 1 |
Bristlecone Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Artemis Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Unison Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
SBK Financial, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FLC Capital Advisors | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2021 | Q2 2021 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
HAP Trading, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Better Money Decisions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Shilanski & Associates, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2022 | Q3 2022 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Clarity Financial LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
KCS Wealth Advisory | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
TFC Financial Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 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.