Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 86 |
Citadel Advisors | 14 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 48 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q3 2023 | 46 |
Tortoise Investment Management, LLC | 44 | 44 | 0.01% | 0.01% | 0.02% | Q4 2012 | Q3 2023 | 44 |
Freedom Investment Management, Inc. | 43 | 43 | 0.05% | 0.11% | 0.71% | Q1 2013 | Q3 2023 | 43 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
GRANDFIELD & DODD, LLC | 42 | 42 | 0.05% | 0.12% | 0.38% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Ballentine Partners, LLC | 42 | 42 | 0.25% | 1.04% | 2.34% | Q2 2013 | Q3 2023 | 42 |
PARTHENON LLC | 42 | 42 | 0.34% | 0.51% | 0.66% | Q2 2013 | Q3 2023 | 42 |
LAZARD ASSET MANAGEMENT LLC | 42 | 42 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q3 2023 | 42 |
Texas Yale Capital Corp. | 42 | 42 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
CENTRAL BANK & TRUST CO | 42 | 42 | 0.02% | 0.55% | 1.56% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
GFS Advisors, LLC | 42 | 42 | 0.01% | 0.36% | 0.77% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
NISA INVESTMENT ADVISORS, LLC | 42 | 42 | 0.01% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.00% | 0.05% | 0.23% | Q2 2013 | Q3 2023 | 42 |
Creative Planning | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES TRUST N.A. | 42 | 42 | 0.02% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 42 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 42 | 42 | 0.00% | 0.33% | 1.45% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.01% | 0.08% | 0.34% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.01% | 0.03% | 0.11% | Q2 2013 | Q3 2023 | 42 |
Karpus Management, Inc. | 42 | 42 | 0.92% | 1.43% | 2.16% | Q2 2013 | Q3 2023 | 42 |
ROBERTS GLORE & CO INC /IL/ | 42 | 42 | 1.18% | 3.20% | 4.92% | Q2 2013 | Q3 2023 | 42 |
Bragg Financial Advisors, Inc | 42 | 42 | 0.02% | 0.07% | 0.17% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Smithfield Trust Co | 42 | 42 | 0.99% | 2.54% | 3.36% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
ASSETMARK, INC | 41 | 41 | 0.00% | 0.31% | 1.09% | Q3 2013 | Q3 2023 | 41 |
Rathbones Group PLC | 39 | 2 | 0.03% | 0.08% | 0.12% | Q2 2013 | Q3 2023 | 41 |
Rehmann Capital Advisory Group | 16 | 2 | 0.01% | 0.09% | 0.19% | Q4 2011 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 41 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 26 | 14 | 0.04% | 0.13% | 0.26% | Q3 2013 | Q3 2023 | 40 |
Evanson Asset Management, LLC | 40 | 40 | 0.20% | 0.41% | 0.57% | Q4 2013 | Q3 2023 | 40 |
LINCOLN NATIONAL CORP | 40 | 40 | 1.26% | 1.71% | 2.20% | Q4 2013 | Q3 2023 | 40 |
Blue Edge Capital, LLC | 40 | 40 | 1.69% | 3.80% | 5.88% | Q4 2013 | Q3 2023 | 40 |
Hanson & Doremus Investment Management | 29 | 2 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 40 |
US BANCORP \DE\ | 36 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 40 |
Cutler Group LLC / CA | 11 | 1 | 0.00% | 0.00% | 0.02% | Q1 2016 | Q3 2023 | 39 |
Veritable, L.P. | 39 | 39 | 0.01% | 0.02% | 0.08% | Q4 2012 | Q2 2022 | 39 |
ARGI Investment Services, LLC | 39 | 39 | 0.01% | 0.82% | 4.92% | Q2 2013 | Q4 2022 | 39 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 37 | 2 | 0.01% | 0.09% | 0.16% | Q4 2013 | Q3 2023 | 39 |
Portfolio Solutions, LLC | 38 | 38 | 6.44% | 9.19% | 10.56% | Q2 2013 | Q3 2022 | 38 |
GLENMEDE TRUST CO NA | 20 | 18 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 38 |
Garde Capital, Inc. | 38 | 38 | 3.20% | 4.54% | 6.19% | Q2 2014 | Q3 2023 | 38 |
FACTORY MUTUAL INSURANCE CO | 25 | 12 | 0.30% | 0.91% | 1.43% | Q2 2013 | Q3 2023 | 37 |
Private Advisor Group, LLC | 21 | 1 | 0.00% | 0.02% | 0.10% | Q1 2014 | Q3 2023 | 37 |
STIFEL FINANCIAL CORP | 37 | 37 | 0.00% | 0.02% | 0.06% | Q3 2014 | Q3 2023 | 37 |
Kistler-Tiffany Companies, LLC | 37 | 37 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2023 | 37 |
Covington Capital Management | 30 | 7 | 0.01% | 0.05% | 0.27% | Q2 2013 | Q3 2022 | 37 |
MOLLER WEALTH PARTNERS | 29 | 2 | 0.19% | 3.24% | 10.24% | Q2 2013 | Q3 2023 | 37 |
BTC Capital Management, Inc. | 21 | 15 | 0.10% | 0.13% | 0.15% | Q3 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.02% | 0.03% | 0.06% | Q4 2014 | Q3 2023 | 36 |
Ifrah Financial Services, Inc. | 35 | 35 | 0.04% | 0.23% | 0.44% | Q2 2013 | Q4 2021 | 35 |
CAPITAL MANAGEMENT CORP /VA | 35 | 35 | 0.07% | 0.15% | 0.32% | Q2 2013 | Q4 2021 | 35 |
Perkins Coie Trust Co | 35 | 35 | 0.02% | 0.11% | 0.22% | Q4 2013 | Q2 2022 | 35 |
FMR LLC | 27 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 35 |
NORTHERN TRUST CORP | 32 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 35 |
AMERIPRISE FINANCIAL INC | 28 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 35 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 34 | 34 | 0.20% | 0.31% | 0.54% | Q2 2013 | Q3 2021 | 34 |
Alexandria Capital, LLC | 34 | 34 | 0.26% | 1.63% | 3.69% | Q2 2013 | Q3 2021 | 34 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 34 | 34 | 0.01% | 0.13% | 0.30% | Q2 2015 | Q3 2023 | 34 |
NEW ENGLAND ASSET MANAGEMENT INC | 34 | 34 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2021 | 34 |
Versant Capital Management, Inc | 33 | 33 | 0.51% | 1.48% | 3.11% | Q4 2015 | Q4 2023 | 33 |
Janney Montgomery Scott LLC | 33 | 33 | 0.15% | 0.54% | 1.40% | Q3 2015 | Q3 2023 | 33 |
WestEnd Advisors, LLC | 33 | 33 | 0.02% | 2.55% | 7.76% | Q3 2015 | Q3 2023 | 33 |
STEPHENS INC /AR/ | 33 | 33 | 0.03% | 0.04% | 0.07% | Q3 2015 | Q3 2023 | 33 |
STATE STREET CORP | 24 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 33 |
CUMBERLAND ADVISORS INC | 20 | 1 | 0.06% | 0.25% | 3.19% | Q1 2015 | Q3 2023 | 33 |
FIFTH THIRD BANCORP | 32 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 33 |
Haverford Trust Co | 32 | 32 | 0.47% | 0.99% | 1.46% | Q4 2015 | Q3 2023 | 32 |
HighTower Advisors, LLC | 17 | 4 | 0.00% | 0.09% | 0.28% | Q2 2015 | Q3 2023 | 32 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 25 | 7 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 32 |
MCF Advisors LLC | 24 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2023 | 32 |
Anchor Investment Management, LLC | 32 | 32 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2023 | 32 |
RAYMOND JAMES & ASSOCIATES | 31 | 31 | 0.00% | 0.07% | 0.23% | Q1 2016 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q3 2023 | 31 |
JOHNSON INVESTMENT COUNSEL INC | 31 | 31 | 0.01% | 0.04% | 0.15% | Q1 2016 | Q3 2023 | 31 |
Harel Insurance Investments & Financial Services Ltd. | 15 | 7 | 0.01% | 8.13% | 24.29% | Q4 2015 | Q3 2023 | 30 |
Hudock, Inc. | 22 | 8 | 0.00% | 0.02% | 0.06% | Q1 2015 | Q3 2022 | 30 |
Tower Research Capital LLC (TRC) | 21 | 3 | 0.00% | 0.01% | 0.28% | Q1 2015 | Q3 2023 | 30 |
Capital Advantage, Inc. | 16 | 13 | 0.09% | 3.19% | 5.30% | Q2 2015 | Q3 2022 | 29 |
Brinker Capital Investments, LLC | 27 | 2 | 0.00% | 0.41% | 0.76% | Q2 2013 | Q1 2022 | 29 |
JANE STREET GROUP, LLC | 8 | 1 | 0.00% | 0.03% | 0.15% | Q1 2014 | Q3 2023 | 29 |
BARCLAYS PLC | 17 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2023 | 29 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 20 | 2 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 29 |
BlackRock Inc. | 23 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 28 |
CWM, LLC | 19 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 28 |
GenTrust, LLC | 28 | 28 | 2.26% | 6.09% | 8.35% | Q4 2016 | Q3 2023 | 28 |
Abbrea Capital, LLC | 28 | 28 | 0.29% | 0.66% | 1.29% | Q4 2016 | Q3 2023 | 28 |
Oliver Luxxe Assets LLC | 28 | 28 | 0.55% | 1.64% | 4.12% | Q4 2016 | Q3 2023 | 28 |
MML INVESTORS SERVICES, LLC | 26 | 2 | 0.00% | 0.29% | 2.96% | Q3 2016 | Q3 2023 | 28 |
Raymond James Financial Services Advisors, Inc. | 24 | 4 | 0.00% | 0.01% | 0.04% | Q3 2015 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
MATHER GROUP, LLC. | 28 | 28 | 0.28% | 6.25% | 8.02% | Q4 2016 | Q3 2023 | 28 |
MCMILLION CAPITAL MANAGEMENT INC | 27 | 27 | 1.35% | 1.64% | 2.03% | Q4 2016 | Q2 2023 | 27 |
SIGNATUREFD, LLC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 27 |
SYNOVUS FINANCIAL CORP | 17 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2020 | 27 |
Bartlett & Co. LLC | 26 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2022 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.04% | 0.13% | Q2 2013 | Q4 2019 | 27 |
Steward Partners Investment Advisory, LLC | 18 | 8 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 26 |
SALEM INVESTMENT COUNSELORS INC | 18 | 8 | 0.01% | 0.18% | 0.42% | Q2 2015 | Q3 2023 | 26 |
Haverford Financial Services, Inc. | 26 | 26 | 0.08% | 0.11% | 0.15% | Q2 2017 | Q3 2023 | 26 |
FLOW TRADERS U.S. LLC | 4 | 1 | 0.01% | 0.47% | 1.25% | Q1 2014 | Q3 2023 | 26 |
Proficio Capital Partners LLC | 15 | 11 | 0.04% | 0.09% | 0.20% | Q4 2015 | Q3 2023 | 26 |
Merriman Wealth Management, LLC | 8 | 1 | 0.04% | 0.35% | 2.46% | Q3 2013 | Q2 2023 | 25 |
Institute for Wealth Management, LLC. | 16 | 3 | 0.13% | 0.60% | 2.62% | Q2 2015 | Q3 2023 | 25 |
AXA S.A. | 25 | 25 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2019 | 25 |
BOK Financial Private Wealth, Inc. | 25 | 25 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q2 2019 | 25 |
Money Design Co.,Ltd. | 25 | 25 | 0.04% | 2.08% | 6.89% | Q3 2017 | Q3 2023 | 25 |
VANGUARD GROUP INC | 22 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2021 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
White Lighthouse Investment Management Inc. | 24 | 24 | 0.10% | 0.21% | 0.56% | Q4 2017 | Q3 2023 | 24 |
McIlrath & Eck, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Homrich & Berg | 24 | 24 | 0.02% | 0.16% | 0.46% | Q4 2015 | Q3 2021 | 24 |
Patriot Financial Group Insurance Agency, LLC | 23 | 1 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q4 2022 | 24 |
M&T BANK CORP | 21 | 3 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q4 2020 | 24 |
BHK Investment Advisors, LLC | 24 | 24 | 1.77% | 3.45% | 6.06% | Q4 2017 | Q3 2023 | 24 |
OLD MISSION CAPITAL LLC | 6 | 1 | 0.03% | 0.58% | 3.65% | Q2 2015 | Q3 2023 | 23 |
Wolf Group Capital Advisors | 23 | 23 | 0.15% | 1.46% | 5.03% | Q1 2018 | Q3 2023 | 23 |
BOKF, NA | 23 | 23 | 0.02% | 0.22% | 0.38% | Q3 2014 | Q1 2020 | 23 |
WealthShield Partners, LLC | 14 | 9 | 0.08% | 0.18% | 0.33% | Q4 2017 | Q3 2023 | 23 |
ATLAS CAPITAL ADVISORS LLC | 23 | 23 | 1.30% | 2.85% | 4.88% | Q1 2018 | Q3 2023 | 23 |
Verdence Capital Advisors LLC | 19 | 4 | 0.04% | 0.06% | 0.08% | Q4 2017 | Q3 2023 | 23 |
Barber Financial Group, Inc. | 23 | 23 | 0.04% | 0.50% | 2.06% | Q4 2016 | Q2 2022 | 23 |
Carroll Financial Associates, Inc. | 9 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2021 | 23 |
J.P. Morgan Private Wealth Advisors LLC | 10 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 22 |
FINANCIAL LIFE ADVISORS | 22 | 22 | 0.18% | 0.82% | 2.56% | Q4 2017 | Q1 2023 | 22 |
AE Wealth Management LLC | 22 | 22 | 0.01% | 0.02% | 0.13% | Q2 2018 | Q3 2023 | 22 |
OneDigital Investment Advisors LLC | 9 | 1 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q3 2023 | 22 |
Dakota Wealth Management | 22 | 22 | 0.03% | 0.10% | 0.16% | Q2 2018 | Q3 2023 | 22 |
Alley Co LLC | 17 | 5 | 0.08% | 0.14% | 0.26% | Q2 2013 | Q4 2018 | 22 |
Cranberry Lake Advisors LLC | 22 | 22 | 3.68% | 5.68% | 8.73% | Q2 2013 | Q3 2018 | 22 |
First Allied Advisory Services, Inc. | 16 | 1 | 0.00% | 0.11% | 0.37% | Q2 2013 | Q1 2020 | 22 |
Aevitas Wealth Management, Inc. | 21 | 21 | 0.19% | 1.28% | 2.51% | Q4 2017 | Q4 2022 | 21 |
AdvisorNet Financial, Inc | 18 | 3 | 0.00% | 0.01% | 0.05% | Q1 2018 | Q3 2023 | 21 |
THRIVENT FINANCIAL FOR LUTHERANS | 19 | 2 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q1 2022 | 21 |
Atria Investments, Inc | 10 | 1 | 0.03% | 0.37% | 0.90% | Q2 2015 | Q3 2023 | 21 |
PRUDENTIAL PLC | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.05% | Q3 2018 | Q3 2023 | 21 |
HUNTINGTON NATIONAL BANK | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2009 | Q3 2023 | 20 |
Ironwood Financial, llc | 16 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2019 | 20 |
Financial Gravity Asset Management, Inc. | 12 | 3 | 0.00% | 0.02% | 0.06% | Q1 2018 | Q3 2023 | 20 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 20 | 20 | 0.06% | 0.26% | 0.42% | Q4 2018 | Q3 2023 | 20 |
Elm Partners Management LLC | 20 | 20 | 2.37% | 4.24% | 5.98% | Q4 2018 | Q3 2023 | 20 |
Jackson Hole Capital Partners, LLC | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
GOULD ASSET MANAGEMENT LLC /CA/ | 10 | 10 | 0.14% | 0.82% | 1.68% | Q2 2013 | Q3 2018 | 20 |
9258 Wealth Management, LLC | 20 | 20 | 0.10% | 0.21% | 0.36% | Q4 2018 | Q3 2023 | 20 |
NatWest Group plc | 15 | 5 | 0.07% | 1.12% | 2.62% | Q3 2016 | Q3 2021 | 20 |
Private Wealth Advisors, LLC | 20 | 20 | 0.25% | 4.80% | 7.33% | Q4 2018 | Q3 2023 | 20 |
Legacy Bridge, LLC | 20 | 20 | 0.00% | 0.04% | 0.06% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2022 | 20 |
TrinityPoint Wealth, LLC | 20 | 20 | 0.33% | 0.69% | 1.28% | Q4 2018 | Q3 2023 | 20 |
JANUS HENDERSON GROUP PLC | 11 | 9 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2022 | 20 |
Vivaldi Capital Management LP | 20 | 20 | 0.00% | 0.26% | 2.38% | Q1 2017 | Q4 2021 | 20 |
TSFG, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
TD ASSET MANAGEMENT INC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2019 | 19 |
NWAM LLC | 19 | 19 | 0.03% | 0.11% | 0.30% | Q1 2019 | Q3 2023 | 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 | 0.17% | 0.55% | 0.88% | Q4 2017 | Q2 2022 | 19 |
MISSION WEALTH MANAGEMENT, LP | 18 | 1 | 0.01% | 0.05% | 0.09% | Q2 2015 | Q2 2023 | 19 |
PITTENGER & ANDERSON INC | 12 | 7 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q3 2019 | 19 |
CAPTRUST FINANCIAL ADVISORS | 14 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 19 |
RiverGlades Family Offices LLC | 14 | 1 | 0.64% | 0.99% | 1.16% | Q3 2018 | Q3 2023 | 19 |
Montecito Bank & Trust | 13 | 5 | 0.04% | 0.14% | 0.25% | Q1 2019 | Q4 2023 | 18 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 11 | 7 | 0.04% | 0.09% | 0.12% | Q1 2019 | Q3 2023 | 18 |
Vestmark Advisory Solutions, Inc. | 18 | 18 | 0.30% | 0.53% | 0.88% | Q1 2019 | Q2 2023 | 18 |
Evercore Wealth Management, LLC | 12 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2017 | 18 |
SII INVESTMENTS INC/WI | 18 | 18 | 0.05% | 0.07% | 0.17% | Q3 2013 | Q4 2017 | 18 |
North Forty Management, LLC | 18 | 18 | 5.84% | 8.14% | 11.65% | Q2 2013 | Q3 2017 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2017 | 18 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 18 |
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 14 | 2 | 0.19% | 0.53% | 1.74% | Q4 2013 | Q4 2019 | 18 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 18 |
REGIONS FINANCIAL CORP | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 17 |
Sigma Planning Corp | 8 | 3 | 0.01% | 0.02% | 0.09% | Q4 2014 | Q2 2022 | 17 |
WFG Advisors, LP | 17 | 17 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q2 2017 | 17 |
CPWM, LLC | 13 | 4 | 0.06% | 0.09% | 0.13% | Q1 2018 | Q3 2022 | 17 |
ICONIQ Capital, LLC | 17 | 17 | 0.09% | 0.63% | 1.94% | Q3 2019 | Q3 2023 | 17 |
Simplicity Solutions, LLC | 12 | 1 | 0.01% | 0.07% | 0.28% | Q2 2018 | Q3 2023 | 17 |
Liberty Capital Management, Inc. | 12 | 5 | 0.28% | 0.42% | 0.54% | Q2 2019 | Q3 2023 | 17 |
FIDUCIARY TRUST CO | 17 | 17 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
TRUIST FINANCIAL CORP | 16 | 1 | 0.01% | 0.16% | 0.29% | Q3 2013 | Q3 2023 | 17 |
6 Meridian | 17 | 17 | 0.58% | 1.01% | 1.25% | Q4 2017 | Q4 2021 | 17 |
BESSEMER GROUP INC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 17 |
Rockefeller Capital Management L.P. | 17 | 17 | 0.00% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 17 |
GM Advisory Group, LLC | 17 | 17 | 1.73% | 3.25% | 4.26% | Q1 2016 | Q1 2020 | 17 |
WealthTrust Fairport, LLC | 16 | 1 | 0.00% | 4.44% | 6.26% | Q3 2013 | Q1 2019 | 17 |
BNP PARIBAS FINANCIAL MARKETS | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 16 |
First Horizon Advisors, Inc. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 16 |
HARRELL INVESTMENT PARTNERS, LLC | 16 | 16 | 1.41% | 2.43% | 4.31% | Q4 2019 | Q3 2023 | 16 |
Crabel Capital Management, LLC | 6 | 1 | 0.07% | 0.16% | 0.40% | Q4 2017 | Q3 2023 | 16 |
LVW Advisors, LLC | 16 | 16 | 0.12% | 0.29% | 0.62% | Q1 2019 | Q4 2022 | 16 |
Ledyard National Bank | 16 | 16 | 0.52% | 0.61% | 0.68% | Q4 2019 | Q3 2023 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Ameraudi Asset Management, Inc. | 16 | 16 | 8.56% | 9.88% | 11.70% | Q4 2019 | Q3 2023 | 16 |
Parkside Financial Bank & Trust | 15 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2022 | 16 |
BROWN BROTHERS HARRIMAN & CO | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2023 | 16 |
Sandy Spring Bank | 15 | 1 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q2 2022 | 16 |
Close Asset Management Ltd | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2020 | 16 |
StoneX Group Inc. | 7 | 1 | 0.03% | 0.20% | 1.42% | Q4 2017 | Q2 2023 | 16 |
Lombard Odier Asset Management (Switzerland) SA | 14 | 1 | 0.02% | 0.75% | 1.39% | Q4 2016 | Q1 2021 | 16 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 7 | 1 | 0.04% | 0.07% | 0.11% | Q3 2017 | Q3 2023 | 16 |
D.A. DAVIDSON & CO. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 16 |
Armbruster Capital Management, Inc. | 15 | 1 | 0.01% | 0.08% | 0.12% | Q1 2016 | Q3 2023 | 16 |
Maryland Capital Management | 8 | 1 | 0.05% | 0.17% | 0.31% | Q1 2014 | Q4 2020 | 16 |
TRANSCEND CAPITAL ADVISORS, LLC | 16 | 16 | 0.20% | 0.39% | 0.74% | Q4 2019 | Q3 2023 | 16 |
IAG Wealth Partners, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.06% | 0.12% | 0.21% | Q4 2019 | Q3 2023 | 16 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 15 |
AVANTAX ADVISORY SERVICES, INC. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Tolleson Wealth Management, Inc. | 15 | 15 | 0.57% | 4.62% | 6.53% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
SHINE INVESTMENT ADVISORY SERVICES INC | 15 | 15 | 0.13% | 0.18% | 0.23% | Q1 2017 | Q3 2020 | 15 |
Transamerica Financial Advisors, Inc. | 10 | 1 | 0.00% | 0.03% | 0.14% | Q2 2013 | Q2 2017 | 15 |
FLAGSHIP HARBOR ADVISORS, LLC | 15 | 15 | 0.02% | 0.06% | 0.13% | Q1 2017 | Q3 2020 | 15 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 15 | 15 | 0.26% | 0.33% | 0.44% | Q2 2013 | Q4 2016 | 15 |
D.B. Root & Company, LLC | 15 | 15 | 0.16% | 0.18% | 0.22% | Q1 2018 | Q3 2021 | 15 |
Sowell Financial Services LLC | 10 | 1 | 0.00% | 0.25% | 0.70% | Q4 2016 | Q1 2023 | 15 |
Aspire Private Capital, LLC | 11 | 4 | 0.00% | 0.36% | 1.43% | Q4 2018 | Q2 2023 | 15 |
Clearstead Advisors, LLC | 15 | 15 | 0.01% | 0.02% | 0.08% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q4 2019 | 15 |
BigSur Wealth Management LLC | 15 | 15 | 0.52% | 0.65% | 0.82% | Q1 2020 | Q3 2023 | 15 |
Fieldpoint Private Securities, LLC | 8 | 7 | 0.02% | 0.04% | 0.05% | Q1 2018 | Q2 2022 | 15 |
Mirae Asset Global Investments Co., Ltd. | 14 | 1 | 0.00% | 0.02% | 0.06% | Q3 2016 | Q2 2020 | 15 |
Yorktown Management & Research Co Inc | 15 | 15 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q4 2016 | 15 |
Brand Asset Management Group, Inc. | 15 | 15 | 0.12% | 0.16% | 0.21% | Q2 2018 | Q4 2021 | 15 |
Princeton Global Asset Management LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
BALDWIN BROTHERS LLC/MA | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2021 | 15 |
SUNTRUST BANKS INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2019 | 14 |
FARMERS & MERCHANTS INVESTMENTS INC | 9 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 14 |
MYCIO WEALTH PARTNERS, LLC | 11 | 3 | 0.00% | 0.03% | 0.05% | Q1 2016 | Q4 2019 | 14 |
GeoWealth Management, LLC | 14 | 14 | 0.35% | 0.56% | 1.02% | Q2 2020 | Q3 2023 | 14 |
Capital Advisors, Ltd. LLC | 14 | 14 | 0.03% | 0.04% | 0.05% | Q3 2018 | Q4 2021 | 14 |
Ruggie Capital Group | 10 | 1 | 0.03% | 0.04% | 0.06% | Q4 2014 | Q4 2018 | 14 |
Fusion Family Wealth LLC | 14 | 14 | 0.01% | 0.03% | 0.07% | Q4 2016 | Q1 2020 | 14 |
Psagot Value Holdings Ltd. | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2016 | 14 |
Dorsey & Whitney Trust CO LLC | 14 | 14 | 0.04% | 0.07% | 0.10% | Q2 2020 | Q3 2023 | 14 |
FRANKLIN RESOURCES INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
DUNCKER STREETT & CO INC | 8 | 6 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2021 | 14 |
University of Maryland Foundation, Inc. | 14 | 14 | 4.88% | 22.26% | 29.80% | Q2 2020 | Q3 2023 | 14 |
Renaissance Technologies | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2023 | 13 |
Advisory Services Network, LLC | 6 | 2 | 0.00% | 0.00% | 0.04% | Q2 2015 | Q1 2023 | 13 |
SEI INVESTMENTS CO | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2019 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Keel Point, LLC | 7 | 1 | 0.03% | 0.52% | 1.50% | Q2 2017 | Q3 2023 | 13 |
INNEALTA CAPITAL, LLC | 12 | 1 | 0.13% | 0.26% | 0.34% | Q4 2019 | Q3 2023 | 13 |
VALENTINE VENTURES LLC | 9 | 4 | 7.88% | 8.84% | 9.38% | Q4 2014 | Q3 2019 | 13 |
Cetera Investment Advisers | 12 | 1 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 13 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 13 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 13 | 13 | 0.28% | 0.34% | 0.38% | Q1 2017 | Q1 2020 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Miracle Mile Advisors, LLC | 13 | 13 | 0.02% | 0.04% | 0.07% | Q3 2020 | Q3 2023 | 13 |
UBS ASSET MANAGEMENT AMERICAS INC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2019 | 13 |
TIEDEMANN ADVISORS, LLC | 13 | 13 | 0.01% | 0.65% | 3.24% | Q2 2018 | Q2 2021 | 13 |
BB&T SECURITIES, LLC | 13 | 13 | 0.01% | 0.07% | 0.19% | Q3 2016 | Q3 2019 | 13 |
Key FInancial Inc | 12 | 1 | 0.03% | 0.05% | 0.08% | Q1 2020 | Q3 2023 | 13 |
Walkner Condon Financial Advisors LLC | 13 | 13 | 1.62% | 2.17% | 3.84% | Q3 2020 | Q3 2023 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
DEUTSCHE BANK AG\ | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2021 | 13 |
LifePlan Financial Group, Inc | 11 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2020 | 13 |
IndexIQ Advisors LLC | 8 | 5 | 0.01% | 0.16% | 0.28% | Q1 2017 | Q2 2020 | 13 |
Bogart Wealth, LLC | 13 | 13 | 0.00% | 0.01% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Capital Asset Advisory Services LLC | 13 | 13 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q4 2022 | 13 |
ALPHASIMPLEX GROUP, LLC | 13 | 13 | 0.26% | 0.52% | 1.30% | Q4 2017 | Q4 2020 | 13 |
MILLENNIUM MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 13 |
Sand Hill Global Advisors, LLC | 12 | 1 | 0.04% | 0.14% | 0.22% | Q2 2013 | Q4 2016 | 13 |
Clarius Group, LLC | 12 | 12 | 0.04% | 0.05% | 0.08% | Q4 2020 | Q3 2023 | 12 |
NewSquare Capital LLC | 10 | 2 | 0.00% | 0.04% | 0.08% | Q4 2017 | Q3 2022 | 12 |
PEAPACK GLADSTONE FINANCIAL CORP | 8 | 1 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q2 2021 | 12 |
Destiny Wealth Partners, LLC | 12 | 12 | 0.01% | 0.41% | 1.42% | Q4 2020 | Q3 2023 | 12 |
VICTORY CAPITAL MANAGEMENT INC | 6 | 6 | 0.00% | 0.04% | 0.09% | Q4 2014 | Q3 2023 | 12 |
Belmont Capital, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Quantitative Advantage, LLC | 6 | 2 | 1.26% | 2.71% | 5.90% | Q2 2013 | Q1 2017 | 12 |
1900 WEALTH MANAGEMENT LLC | 12 | 12 | 0.44% | 0.62% | 0.69% | Q4 2020 | Q3 2023 | 12 |
Harbor Advisors LLC | 12 | 12 | 0.06% | 0.08% | 0.10% | Q4 2017 | Q3 2020 | 12 |
PINNACLE ASSOCIATES LTD | 12 | 12 | 0.03% | 0.05% | 0.07% | Q2 2017 | Q1 2020 | 12 |
Live Your Vision, LLC | 11 | 1 | 0.04% | 0.04% | 0.04% | Q3 2015 | Q1 2019 | 12 |
Efficient Advisors, LLC | 12 | 12 | 0.56% | 1.97% | 3.19% | Q4 2020 | Q3 2023 | 12 |
Zeit Capital LLC | 12 | 12 | 5.52% | 5.89% | 6.18% | Q4 2020 | Q3 2023 | 12 |
Avion Wealth | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Csenge Advisory Group | 12 | 12 | 0.02% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Southland Equity Partners LLC | 12 | 12 | 0.08% | 0.14% | 0.22% | Q4 2020 | Q3 2023 | 12 |
B. Riley Wealth Management, Inc. | 6 | 6 | 0.00% | 0.05% | 0.12% | Q1 2014 | Q1 2020 | 12 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 7 | 5 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 12 |
CREDIT SUISSE AG/ | 10 | 1 | 0.00% | 0.01% | 0.09% | Q3 2014 | Q4 2022 | 12 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 12 | 12 | 0.01% | 0.01% | 0.02% | Q1 2013 | Q4 2015 | 12 |
Willis Johnson & Associates, Inc. | 12 | 12 | 0.90% | 2.81% | 3.64% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 12 |
COLLECTIVE FAMILY OFFICE LLC | 12 | 12 | 0.21% | 0.38% | 0.62% | Q4 2020 | Q3 2023 | 12 |
Litman Gregory Wealth Management LLC | 12 | 12 | 0.02% | 0.07% | 0.21% | Q1 2017 | Q4 2019 | 12 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 12 | 12 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q2 2020 | 12 |
Fortis Advisors, LLC | 12 | 12 | 0.01% | 0.67% | 1.83% | Q4 2020 | Q3 2023 | 12 |
AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 12 | 12 | 0.07% | 3.92% | 6.23% | Q3 2016 | Q2 2019 | 12 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 12 | 12 | 0.02% | 0.04% | 0.11% | Q4 2020 | Q3 2023 | 12 |
Charter Oak Capital Management, LLC | 12 | 12 | 0.24% | 0.41% | 0.55% | Q4 2020 | Q3 2023 | 12 |
Resolute Advisors LLC | 12 | 12 | 0.12% | 0.47% | 1.84% | Q4 2020 | Q3 2023 | 12 |
CT Financial Advisors LLC | 10 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2017 | 11 |
BlueSky Wealth Advisors, LLC | 11 | 11 | 0.07% | 0.07% | 0.10% | Q1 2021 | Q3 2023 | 11 |
Baystate Wealth Management LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 11 |
Marcum Wealth, LLC | 11 | 11 | 0.04% | 0.07% | 0.09% | Q1 2021 | Q3 2023 | 11 |
Addison Advisors LLC | 10 | 1 | 0.75% | 0.90% | 1.13% | Q4 2020 | Q3 2023 | 11 |
Lehman & Derafelo Financial Resources LLC | 9 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2022 | 11 |
One Charles Private Wealth Services, LLC | 11 | 11 | 0.69% | 1.35% | 2.05% | Q1 2021 | Q3 2023 | 11 |
WOLVERINE ASSET MANAGEMENT LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2018 | 11 |
Vigilant Capital Management, LLC | 11 | 11 | 0.14% | 2.54% | 4.43% | Q2 2013 | Q4 2015 | 11 |
Mercer Investments LLC | 7 | 1 | 0.18% | 1.29% | 7.89% | Q2 2013 | Q4 2016 | 11 |
GREENLEAF TRUST | 11 | 11 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q4 2019 | 11 |
Legal & General Group Plc | 7 | 4 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2017 | 11 |
Global Financial Private Capital, Inc | 6 | 5 | 0.00% | 0.27% | 0.59% | Q1 2017 | Q4 2019 | 11 |
B. Riley Wealth Advisors, Inc. | 7 | 4 | 0.01% | 0.07% | 0.37% | Q2 2020 | Q2 2023 | 11 |
GSB Wealth Management, LLC | 11 | 11 | 0.07% | 0.26% | 0.63% | Q1 2021 | Q3 2023 | 11 |
EXENCIAL WEALTH ADVISORS, LLC | 9 | 2 | 0.12% | 0.17% | 0.21% | Q1 2013 | Q4 2015 | 11 |
Ratio Wealth Group | 9 | 2 | 0.60% | 3.46% | 6.78% | Q4 2020 | Q3 2023 | 11 |
Cetera Advisors LLC | 6 | 1 | 0.01% | 0.03% | 0.06% | Q1 2018 | Q3 2023 | 11 |
Pinnacle Wealth Management Advisory Group, LLC | 11 | 11 | 0.16% | 0.27% | 0.46% | Q2 2017 | Q4 2019 | 11 |
Vectors Research Management, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2021 | 11 |
Belpointe Asset Management LLC | 6 | 5 | 0.01% | 0.02% | 0.07% | Q4 2020 | Q3 2023 | 11 |
Graypoint LLC | 11 | 11 | 0.04% | 0.10% | 0.14% | Q1 2021 | Q3 2023 | 11 |
Mariner, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 10 |
PARSONS CAPITAL MANAGEMENT INC/RI | 6 | 4 | 0.03% | 0.09% | 0.12% | Q2 2013 | Q1 2016 | 10 |
Omnia Family Wealth, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2019 | 10 |
BREWIN DOLPHIN LTD | 10 | 10 | 0.01% | 0.04% | 0.07% | Q1 2020 | Q2 2022 | 10 |
INR ADVISORY SERVICES LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2017 | 10 |
Newton One Investments LLC | 10 | 10 | 0.08% | 0.11% | 0.15% | Q2 2021 | Q3 2023 | 10 |
Bell Rock Capital LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2019 | 10 |
Investors Research Corp | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Jacobi Capital Management LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 10 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 8 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 10 |
Lake Point Wealth Management | 5 | 2 | 0.00% | 0.01% | 0.11% | Q4 2018 | Q2 2022 | 10 |
Wealthcare Advisory Partners LLC | 9 | 1 | 0.00% | 0.00% | 0.02% | Q1 2018 | Q1 2021 | 10 |
NEXT Financial Group, Inc | 4 | 1 | 0.00% | 0.02% | 0.04% | Q3 2014 | Q4 2021 | 10 |
EVERMAY WEALTH MANAGEMENT LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.09% | 0.15% | Q1 2021 | Q3 2023 | 10 |
Regal Investment Advisors LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2015 | 10 |
Vident Investment Advisory, LLC | 9 | 9 | 0.02% | 0.05% | 0.12% | Q2 2021 | Q2 2023 | 9 |
Qube Research & Technologies Ltd | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 9 |
ENTERPRISE FINANCIAL SERVICES CORP | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2015 | 9 |
AEGON USA Investment Management, LLC | 9 | 9 | 3.46% | 4.23% | 5.51% | Q2 2013 | Q2 2015 | 9 |
Stanford Investment Group, Inc. | 9 | 9 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q4 2016 | 9 |
MGO ONE SEVEN LLC | 8 | 1 | 0.01% | 0.05% | 0.07% | Q2 2021 | Q3 2023 | 9 |
Dentgroup LLC | 9 | 9 | 0.35% | 0.52% | 0.79% | Q4 2021 | Q4 2023 | 9 |
Baird Financial Group, Inc. | 6 | 3 | 0.00% | 0.03% | 0.04% | Q4 2017 | Q2 2021 | 9 |
Ensemble Capital Management | 9 | 9 | 0.39% | 0.48% | 0.55% | Q2 2013 | Q2 2015 | 9 |
CVA Family Office, LLC | 7 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2023 | 9 |
Bay Harbor Wealth Management, LLC | 5 | 2 | 0.00% | 0.07% | 0.22% | Q4 2018 | Q4 2022 | 9 |
B. Riley Financial, Inc. | 9 | 9 | 0.13% | 0.21% | 0.32% | Q3 2016 | Q3 2018 | 9 |
WOLVERINE TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2021 | 9 |
Gemmer Asset Management LLC | 9 | 9 | 0.03% | 0.04% | 0.04% | Q2 2014 | Q2 2016 | 9 |
DAVENPORT & Co LLC | 9 | 9 | 0.02% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 9 |
ATTICUS WEALTH MANAGEMENT, LLC | 6 | 3 | 0.08% | 0.25% | 0.61% | Q4 2020 | Q3 2023 | 9 |
SG Americas Securities, LLC | 2 | 1 | 0.00% | 0.10% | 0.71% | Q3 2013 | Q4 2021 | 9 |
Geneva Advisors, LLC | 7 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2017 | 9 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.03% | Q4 2021 | Q3 2023 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
Ascent Group, LLC | 8 | 8 | 0.14% | 0.28% | 0.41% | Q4 2021 | Q3 2023 | 8 |
Roble, Belko & Company, Inc | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2018 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.08% | 0.23% | 0.33% | Q4 2021 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.05% | 0.09% | 0.18% | Q4 2021 | Q3 2023 | 8 |
PFG Private Wealth Management, LLC | 8 | 8 | 0.00% | 0.82% | 1.54% | Q4 2021 | Q3 2023 | 8 |
WealthOne, LLC | 3 | 1 | 0.00% | 0.10% | 0.13% | Q4 2018 | Q2 2023 | 8 |
Ariel Investments | 8 | 8 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q1 2015 | 8 |
Virtu KCG Holdings LLC | 4 | 1 | 0.00% | 0.03% | 0.07% | Q1 2014 | Q3 2016 | 8 |
Cetera Advisor Networks LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 8 |
QCI ASSET MANAGEMENT INC/NY | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2019 | 8 |
Realta Investment Advisors | 4 | 2 | 0.02% | 0.05% | 0.09% | Q1 2019 | Q3 2023 | 8 |
Darrow Company, Inc. | 8 | 8 | 0.42% | 0.45% | 0.48% | Q4 2021 | Q3 2023 | 8 |
Donald L. Hagan, LLC | 6 | 2 | 0.03% | 1.12% | 3.81% | Q4 2014 | Q2 2017 | 8 |
Allworth Financial LP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 8 |
Brouwer & Janachowski, LLC | 8 | 8 | 1.69% | 2.30% | 2.81% | Q3 2017 | Q2 2019 | 8 |
Latigo Investments, LLC | 8 | 8 | 2.93% | 4.38% | 5.36% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
NewEdge Advisors, LLC | 8 | 8 | 0.01% | 0.02% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Harborview Advisors, LLC | 8 | 8 | 0.18% | 0.21% | 0.25% | Q1 2018 | Q4 2019 | 8 |
ETFIDEA, LLC | 8 | 8 | 0.47% | 0.53% | 0.58% | Q4 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 5 | 3 | 0.05% | 0.13% | 0.27% | Q1 2020 | Q3 2022 | 8 |
Tanager Wealth Management LLP | 8 | 8 | 0.34% | 1.60% | 2.82% | Q4 2021 | Q3 2023 | 8 |
LEVEL FOUR ADVISORY SERVICES, LLC | 8 | 8 | 0.05% | 0.15% | 0.37% | Q4 2021 | Q3 2023 | 8 |
Modera Wealth Management, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q2 2022 | 8 |
Ausdal Financial Partners, Inc. | 5 | 3 | 0.44% | 0.57% | 0.75% | Q4 2015 | Q2 2018 | 8 |
CHOREO, LLC | 5 | 3 | 0.01% | 0.04% | 0.06% | Q1 2017 | Q3 2023 | 8 |
SAX WEALTH ADVISORS, LLC | 6 | 2 | 0.04% | 0.08% | 0.14% | Q4 2020 | Q2 2023 | 8 |
CENTAURUS FINANCIAL, INC. | 6 | 1 | 0.01% | 0.06% | 0.18% | Q1 2018 | Q4 2020 | 8 |
WESTPORT RESOURCES MANAGEMENT INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2016 | 7 |
Sound Income Strategies, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2023 | 7 |
MERCER GLOBAL ADVISORS INC /ADV | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 7 |
Comprehensive Financial Management LLC | 7 | 7 | 0.56% | 0.73% | 1.06% | Q4 2019 | Q2 2021 | 7 |
Verition Fund Management LLC | 3 | 1 | 0.01% | 0.04% | 0.08% | Q1 2016 | Q1 2020 | 7 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 4 | 1 | 0.02% | 0.18% | 0.30% | Q3 2018 | Q3 2023 | 7 |
BRINKER CAPITAL INC | 7 | 7 | 0.04% | 0.05% | 0.05% | Q1 2017 | Q3 2018 | 7 |
Voya Financial Advisors, Inc. | 2 | 1 | 0.01% | 0.13% | 0.52% | Q1 2015 | Q1 2021 | 7 |
JANUS HENDERSON INVESTORS US LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2017 | 7 |
Morningstar Investment Services LLC | 7 | 7 | 0.06% | 0.08% | 0.09% | Q2 2013 | Q4 2014 | 7 |
CIBC Private Wealth Group, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2019 | 7 |
PSI Advisors, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 7 | 7 | 0.06% | 0.11% | 0.14% | Q1 2022 | Q3 2023 | 7 |
AGF INVESTMENTS INC. | 5 | 2 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q2 2018 | 7 |
Westside Investment Management, Inc. | 6 | 1 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q4 2018 | 7 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2020 | 7 |
Insight Advisors, LLC/ PA | 7 | 7 | 0.08% | 0.09% | 0.12% | Q4 2020 | Q2 2022 | 7 |
Sage Advisory Services, Ltd.Co. | 7 | 7 | 0.77% | 1.57% | 3.89% | Q3 2017 | Q1 2019 | 7 |
Kingsview Wealth Management, LLC | 7 | 7 | 0.06% | 0.19% | 0.27% | Q4 2017 | Q2 2019 | 7 |
Greenline Partners, LLC | 7 | 7 | 0.78% | 2.01% | 3.19% | Q1 2022 | Q3 2023 | 7 |
RUSSELL FRANK CO/ | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
Compagnie Lombard Odier SCmA | 7 | 7 | 0.00% | 0.14% | 0.17% | Q3 2017 | Q1 2019 | 7 |
SIMON QUICK ADVISORS, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q1 2022 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2014 | 7 |
Signature Financial Management, Inc. | 6 | 1 | 1.96% | 3.63% | 9.21% | Q2 2013 | Q3 2018 | 7 |
TOTAL INVESTMENT MANAGEMENT INC | 7 | 7 | 0.07% | 4.72% | 6.95% | Q2 2021 | Q4 2022 | 7 |
Capital Investment Advisory Services, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q1 2023 | 7 |
TORONTO DOMINION BANK | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2018 | 6 |
ZWJ INVESTMENT COUNSEL INC | 4 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2023 | 6 |
Gradient Investments LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 6 |
ASPIRIANT, LLC | 5 | 1 | 0.02% | 0.03% | 0.03% | Q3 2016 | Q1 2018 | 6 |
Empirical Finance, LLC | 4 | 1 | 0.13% | 0.22% | 0.28% | Q4 2016 | Q4 2019 | 6 |
Vontobel Holding Ltd. | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.07% | 0.08% | 0.10% | Q2 2022 | Q3 2023 | 6 |
Plante Moran Financial Advisors, LLC | 3 | 1 | 0.00% | 0.24% | 0.42% | Q2 2013 | Q4 2019 | 6 |
MASSMUTUAL TRUST CO FSB/ADV | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q2 2017 | 6 |
GRAYHAWK INVESTMENT STRATEGIES INC. | 6 | 6 | 3.70% | 4.66% | 6.38% | Q2 2022 | Q3 2023 | 6 |
PARK AVENUE SECURITIES LLC | 3 | 1 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 6 |
MUFG Americas Holdings Corp | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2022 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
MUNDER CAPITAL MANAGEMENT | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
DUBUQUE BANK & TRUST CO | 3 | 3 | 0.00% | 0.03% | 0.06% | Q1 2014 | Q2 2016 | 6 |
UBS AG | 6 | 6 | 0.02% | 0.04% | 0.04% | Q2 2013 | Q3 2014 | 6 |
Convergent Wealth Advisors | 6 | 6 | 0.25% | 0.30% | 0.37% | Q2 2013 | Q3 2014 | 6 |
Beacon Pointe Advisors, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 6 |
HOWE & RUSLING INC | 3 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q4 2022 | 6 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 5 | 1 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 6 |
Pinnacle Bancorp, Inc. | 5 | 1 | 0.07% | 0.07% | 0.09% | Q1 2017 | Q4 2019 | 6 |
Apriem Advisors | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q2 2018 | 6 |
Castleview Partners, LLC | 5 | 1 | 0.00% | 0.03% | 0.08% | Q1 2022 | Q3 2023 | 6 |
Edmond de Rothschild (Europe) | 6 | 6 | 0.16% | 0.27% | 0.33% | Q2 2015 | Q3 2016 | 6 |
Mutual Advisors, LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q4 2022 | 6 |
TRUEWEALTH LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2020 | 6 |
Evensky & Katz LLC | 6 | 6 | 0.01% | 0.27% | 1.54% | Q4 2018 | Q1 2020 | 6 |
MARCUARD FAMILY OFFICE LTD | 6 | 6 | 6.33% | 7.43% | 8.57% | Q2 2013 | Q3 2014 | 6 |
NORTHERN CAPITAL MANAGEMENT LLC | 6 | 6 | 0.18% | 0.20% | 0.22% | Q3 2013 | Q4 2014 | 6 |
First Allied Asset Management, Inc. | 5 | 1 | 0.04% | 0.60% | 0.94% | Q2 2013 | Q1 2015 | 6 |
COLONY GROUP LLC | 6 | 6 | 0.10% | 0.17% | 0.26% | Q3 2014 | Q4 2015 | 6 |
Spire Wealth Management | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
NATIONAL PLANNING CORP | 6 | 6 | 0.01% | 0.13% | 0.21% | Q3 2013 | Q4 2014 | 6 |
FIRST MANHATTAN CO. LLC. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 6 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.11% | 0.43% | Q1 2015 | Q3 2018 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.08% | 0.11% | 0.15% | Q2 2022 | Q3 2023 | 6 |
Magnus Financial Group LLC | 6 | 6 | 0.05% | 0.06% | 0.08% | Q4 2021 | Q1 2023 | 6 |
55I, LLC | 5 | 1 | 0.02% | 0.12% | 0.43% | Q2 2019 | Q3 2022 | 6 |
Tyler-Stone Wealth Management | 4 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 6 |
WESPAC Advisors, LLC | 5 | 1 | 0.20% | 0.43% | 0.61% | Q3 2017 | Q1 2019 | 6 |
TIFF ADVISORY SERVICES, LLC | 5 | 1 | 8.00% | 10.92% | 22.02% | Q4 2014 | Q1 2017 | 6 |
Advisory Services & Investments, LLC | 6 | 6 | 0.76% | 4.06% | 5.30% | Q1 2021 | Q2 2022 | 6 |
Financial Advocates Investment Management | 3 | 1 | 0.02% | 0.08% | 0.11% | Q4 2017 | Q4 2020 | 6 |
Cordasco Financial Network | 5 | 5 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2021 | 5 |
Ritter Daniher Financial Advisory LLC / DE | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.34% | 1.66% | Q3 2015 | Q3 2023 | 5 |
Personal Capital Advisors Corp | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q4 2017 | 5 |
Paloma Partners Management Co | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q1 2020 | 5 |
QUANTRES ASSET MANAGEMENT Ltd | 3 | 1 | 0.13% | 0.30% | 0.64% | Q1 2015 | Q3 2017 | 5 |
WASHINGTON TRUST Co | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
IHT Wealth Management, LLC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
JNBA Financial Advisors | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2019 | 5 |
Ellevest, Inc. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2023 | 5 |
FORVIS Wealth Advisors, LLC | 5 | 5 | 0.07% | 0.07% | 0.08% | Q4 2014 | Q4 2015 | 5 |
Washington Trust Advisors, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
FDx Advisors, Inc. | 4 | 1 | 0.01% | 0.19% | 0.46% | Q1 2015 | Q4 2017 | 5 |
Allie Family Office LLC | 5 | 5 | 0.37% | 0.41% | 0.46% | Q4 2021 | Q4 2022 | 5 |
CULLEN/FROST BANKERS, INC. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2023 | 5 |
WealthBridge Investment Counsel Inc. | 5 | 5 | 0.15% | 0.49% | 0.68% | Q3 2022 | Q3 2023 | 5 |
Baldrige Asset Management LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 5 |
Truadvice, LLC | 3 | 1 | 0.10% | 0.21% | 0.27% | Q1 2021 | Q4 2022 | 5 |
Abacus Wealth Partners, LLC | 5 | 5 | 0.07% | 0.13% | 0.24% | Q4 2020 | Q4 2021 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 5 |
SVB WEALTH LLC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q4 2021 | 5 |
Round Table Services, LLC | 5 | 5 | 0.04% | 0.04% | 0.05% | Q1 2021 | Q1 2022 | 5 |
Lionsbridge Wealth Management LLC | 5 | 5 | 1.31% | 1.46% | 1.58% | Q4 2020 | Q4 2021 | 5 |
Lombard Odier Asset Management (Europe) Ltd | 5 | 5 | 0.30% | 1.13% | 2.15% | Q2 2016 | Q2 2017 | 5 |
Angeles Investment Advisors, LLC | 4 | 1 | 0.13% | 3.36% | 8.54% | Q4 2020 | Q3 2023 | 5 |
TD Capital Management LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
WOODMONT INVESTMENT COUNSEL LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2016 | 5 |
Wealthspire Advisors, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
First PREMIER Bank | 3 | 2 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q2 2019 | 5 |
C M BIDWELL & ASSOCIATES LTD | 5 | 5 | 0.05% | 0.05% | 0.06% | Q4 2020 | Q4 2021 | 5 |
White Pine Investment CO | 5 | 5 | 0.14% | 0.23% | 0.51% | Q3 2022 | Q3 2023 | 5 |
Raleigh Capital Management Inc. | 5 | 5 | 0.00% | 0.18% | 0.44% | Q3 2022 | Q3 2023 | 5 |
HSBC HOLDINGS PLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2018 | 5 |
Argentus Capital Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2016 | 5 |
EATON VANCE MANAGEMENT | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 5 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 5 | 5 | 0.03% | 0.03% | 0.04% | Q4 2019 | Q4 2020 | 5 |
MGO Private Wealth, LLC | 5 | 5 | 2.29% | 3.76% | 4.73% | Q3 2022 | Q3 2023 | 5 |
Founders Capital Management | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2016 | 5 |
Merit Financial Group, LLC | 4 | 1 | 0.03% | 0.05% | 0.07% | Q4 2017 | Q1 2019 | 5 |
Wealthquest Corp | 5 | 5 | 0.14% | 0.15% | 0.16% | Q4 2018 | Q4 2019 | 5 |
EverSource Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Eudaimonia Partners, LLC | 4 | 4 | 0.21% | 0.30% | 0.36% | Q4 2020 | Q3 2021 | 4 |
BBJS FINANCIAL ADVISORS, LLC | 4 | 4 | 4.11% | 4.39% | 4.66% | Q4 2022 | Q3 2023 | 4 |
Klingman & Associates, LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2014 | Q3 2015 | 4 |
PRESILIUM PRIVATE WEALTH, LLC | 4 | 4 | 5.82% | 6.07% | 6.24% | Q4 2022 | Q3 2023 | 4 |
Verity Asset Management, Inc. | 3 | 1 | 0.89% | 2.04% | 2.61% | Q2 2017 | Q1 2021 | 4 |
IFC Holdings Incorporated/FL | 4 | 4 | 0.16% | 0.19% | 0.23% | Q3 2013 | Q2 2014 | 4 |
UMB Bank, n.a. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 4 | 4 | 0.58% | 0.70% | 0.76% | Q2 2017 | Q1 2018 | 4 |
BBVA USA Bancshares, Inc. | 4 | 4 | 0.01% | 0.06% | 0.13% | Q2 2020 | Q1 2021 | 4 |
HBK Sorce Advisory LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q3 2018 | 4 |
Kore Private Wealth LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2020 | 4 |
Crewe Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 4 |
Wealthfront Advisers LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Integris Wealth Management, LLC | 4 | 4 | 2.45% | 4.22% | 4.88% | Q4 2022 | Q3 2023 | 4 |
Cerity Partners LLC | 4 | 4 | 0.00% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Stephens Consulting, LLC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q1 2022 | Q4 2022 | 4 |
Prime Capital Investment Advisors, LLC | 3 | 1 | 0.00% | 0.57% | 1.13% | Q1 2019 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.04% | 0.12% | 0.30% | Q4 2022 | Q3 2023 | 4 |
McQueen, Ball & Associates Inc. | 4 | 4 | 0.33% | 0.35% | 0.42% | Q4 2015 | Q3 2016 | 4 |
Sharper & Granite LLC | 4 | 4 | 0.85% | 0.97% | 1.09% | Q4 2022 | Q3 2023 | 4 |
BB&T INVESTMENT SERVICES, INC. | 4 | 4 | 0.01% | 0.18% | 0.33% | Q1 2017 | Q4 2017 | 4 |
Phillips Wealth Planners LLC | 4 | 4 | 1.48% | 1.64% | 1.96% | Q4 2022 | Q3 2023 | 4 |
Intellectus Partners, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q2 2018 | 4 |
LEVEL FOUR FINANCIAL, LLC | 4 | 4 | 0.22% | 0.23% | 0.24% | Q4 2020 | Q3 2021 | 4 |
CITY NATIONAL BANK | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2015 | 4 |
Financial Alternatives, Inc | 4 | 4 | 0.23% | 0.24% | 0.27% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
PARK NATIONAL CORP /OH/ | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q4 2017 | 4 |
HRT FINANCIAL LP | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q4 2022 | 4 |
Main Street Research LLC | 4 | 4 | 0.06% | 0.08% | 0.13% | Q1 2018 | Q4 2018 | 4 |
BANK OF NOVA SCOTIA | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2013 | Q1 2022 | 4 |
Fee-Only Financial Planning, L.C. | 4 | 4 | 0.16% | 0.17% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Life Planning Partners, Inc | 4 | 4 | 0.05% | 0.07% | 0.13% | Q4 2021 | Q3 2022 | 4 |
First Command Bank | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.00% | 0.03% | 0.12% | Q4 2022 | Q3 2023 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.07% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
BW Gestao de Investimentos Ltda. | 4 | 4 | 26.44% | 32.75% | 42.47% | Q4 2014 | Q3 2015 | 4 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q2 2016 | 4 |
REBALANCE, LLC | 4 | 4 | 0.13% | 0.14% | 0.14% | Q4 2022 | Q3 2023 | 4 |
FOUNDERS FINANCIAL SECURITIES LLC | 2 | 1 | 1.49% | 1.73% | 1.95% | Q1 2015 | Q2 2018 | 4 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q1 2021 | 4 |
COMMUNITY BANK SYSTEM, INC. | 4 | 4 | 0.00% | 0.24% | 0.48% | Q4 2013 | Q3 2014 | 4 |
CABOT WEALTH MANAGEMENT INC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q2 2014 | Q1 2015 | 4 |
KMG FIDUCIARY PARTNERS, LLC | 4 | 4 | 0.09% | 0.13% | 0.18% | Q4 2018 | Q3 2019 | 4 |
Long Wharf Investors, Inc. | 4 | 4 | 0.57% | 1.09% | 1.62% | Q3 2013 | Q2 2014 | 4 |
Milestone Advisory Partners | 4 | 4 | 1.98% | 2.32% | 2.64% | Q4 2020 | Q3 2021 | 4 |
TOWNSQUARE CAPITAL LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q2 2020 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
GREENWOOD CAPITAL ASSOCIATES LLC | 3 | 1 | 0.22% | 0.75% | 1.52% | Q1 2017 | Q4 2019 | 4 |
TCI Wealth Advisors, Inc. | 2 | 1 | 0.00% | 0.02% | 0.07% | Q4 2012 | Q4 2021 | 4 |
First Command Financial Services, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
MAGNOLIA CAPITAL ADVISORS LLC | 2 | 2 | 1.25% | 1.66% | 1.95% | Q3 2020 | Q3 2021 | 4 |
Cobble Hill Financial Services, INC | 4 | 4 | 0.08% | 0.09% | 0.09% | Q1 2013 | Q4 2013 | 4 |
Robertson Stephens Wealth Management, LLC | 4 | 4 | 0.09% | 0.11% | 0.14% | Q4 2022 | Q3 2023 | 4 |
PRUDENTIAL FINANCIAL INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
First Bank & Trust | 4 | 4 | 0.76% | 0.77% | 0.79% | Q4 2022 | Q3 2023 | 4 |
Edge Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q2 2018 | 4 |
ROPES WEALTH ADVISORS LLC | 2 | 1 | 0.00% | 0.03% | 0.06% | Q2 2020 | Q3 2022 | 4 |
Horizon Investments, LLC | 2 | 1 | 2.45% | 2.96% | 3.32% | Q1 2015 | Q2 2018 | 4 |
Trexquant Investment LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2023 | 3 |
Global Trust Asset Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q3 2020 | 3 |
WEALTHFRONT Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 3 |
O'Connor Financial Group LLC | 3 | 3 | 0.39% | 0.41% | 0.42% | Q1 2023 | Q3 2023 | 3 |
Beacon Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Surevest, LLC | 3 | 3 | 0.14% | 0.34% | 0.55% | Q4 2018 | Q2 2019 | 3 |
Global Wealth Management Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Quantum Financial Advisors, LLC | 2 | 1 | 0.07% | 0.08% | 0.09% | Q2 2022 | Q1 2023 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
WMS Partners, LLC | 3 | 3 | 0.14% | 0.14% | 0.14% | Q2 2020 | Q4 2020 | 3 |
USA FINANCIAL FORMULAS | 3 | 3 | 0.04% | 0.09% | 0.19% | Q4 2017 | Q2 2018 | 3 |
Fiera Capital Corp | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q4 2015 | 3 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2023 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q4 2018 | 3 |
Oak Grove Capital LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2018 | Q3 2018 | 3 |
Partnervest Advisory Services LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2014 | 3 |
McAdam, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Squarepoint Ops LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 3 |
Financial Architects, Inc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2019 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q3 2021 | 3 |
KLINGENSTEIN FIELDS & CO LP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q1 2018 | 3 |
John W. Brooker & Co., CPAs | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q2 2020 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 3 |
Riverpoint Wealth Management Holdings, LLC | 3 | 3 | 0.08% | 0.18% | 0.30% | Q4 2020 | Q2 2021 | 3 |
Savior LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
KCM INVESTMENT ADVISORS LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q2 2018 | 3 |
Essex Savings Bank | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
PINNACLE FINANCIAL PARTNERS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
WHITENER CAPITAL MANAGEMENT, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
Farther Finance Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Prospera Financial Services Inc | 1 | 1 | 0.01% | 0.06% | 0.14% | Q3 2020 | Q2 2023 | 3 |
Cypress Capital Management LLC (WY) | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q2 2018 | 3 |
PFS INVESTMENTS INC. | 3 | 3 | 0.56% | 1.22% | 1.80% | Q4 2017 | Q2 2018 | 3 |
Hightower 6M Holding, LLC | 3 | 3 | 0.47% | 0.50% | 0.54% | Q1 2022 | Q3 2022 | 3 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.02% | 0.04% | 0.08% | Q3 2022 | Q2 2023 | 3 |
SouthState Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
JFS WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q4 2022 | 3 |
Asset Dedication, LLC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q4 2015 | Q2 2016 | 3 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 3 | 3 | 0.09% | 0.10% | 0.11% | Q2 2016 | Q4 2016 | 3 |
Strategic Asset Management, LLC | 3 | 3 | 0.09% | 0.11% | 0.15% | Q1 2022 | Q3 2022 | 3 |
Atlantic Private Wealth, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 3 |
Covestor Ltd | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
MEEDER ASSET MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Avalon Trust Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Strategic Capital Alternatives LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q3 2015 | 3 |
Chicago Partners Investment Group LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q1 2018 | 3 |
NORTHEAST INVESTMENT MANAGEMENT | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q2 2023 | 3 |
Aveo Capital Partners, LLC | 2 | 1 | 0.10% | 0.12% | 0.13% | Q1 2021 | Q4 2022 | 3 |
AXXCESS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.05% | 0.09% | Q3 2022 | Q3 2023 | 3 |
Center For Asset Management LLC | 2 | 1 | 0.16% | 0.19% | 0.23% | Q1 2021 | Q1 2022 | 3 |
SIMMONS FIRST TRUST CO NA | 3 | 3 | 0.20% | 0.28% | 0.31% | Q1 2015 | Q3 2015 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
CETERA INVESTMENT MANAGEMENT LLC | 2 | 1 | 0.12% | 0.66% | 1.73% | Q4 2015 | Q1 2017 | 3 |
BENJAMIN EDWARDS INC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q3 2020 | 3 |
GODSEY & GIBB, INC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 3 |
CreativeOne Wealth, LLC | 2 | 1 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q4 2022 | 3 |
RONALD BLUE & CO LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2017 | 3 |
LAKE STREET ADVISORS GROUP, LLC | 3 | 3 | 0.13% | 0.15% | 0.15% | Q4 2017 | Q2 2018 | 3 |
INVESTMENT CENTERS OF AMERICA INC | 2 | 1 | 0.07% | 0.09% | 0.11% | Q3 2013 | Q2 2014 | 3 |
Cornerstone Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2020 | 3 |
Banco de Sabadell, S.A | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Rothschild & Co Wealth Management UK Ltd | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Semmax Financial Advisors Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.02% | 0.21% | 0.41% | Q4 2016 | Q4 2020 | 2 |
Wedmont Private Capital | 2 | 2 | 0.02% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Investors Capital Advisory Services | 2 | 2 | 0.04% | 0.21% | 0.38% | Q3 2015 | Q4 2015 | 2 |
Itau Unibanco Holding S.A. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2016 | 2 |
OPPENHEIMER ASSET MANAGEMENT INC. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q4 2017 | 2 |
Financial Enhancement Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
O'Brien Wealth Partners LLC | 2 | 2 | 0.19% | 0.65% | 1.11% | Q4 2018 | Q1 2019 | 2 |
Strategic Investment Advisors / MI | 1 | 1 | 0.07% | 0.09% | 0.12% | Q1 2021 | Q4 2022 | 2 |
Almanack Investment Partners, LLC. | 2 | 2 | 0.16% | 0.23% | 0.29% | Q2 2017 | Q3 2017 | 2 |
IEQ CAPITAL, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
RESOURCE CONSULTING GROUP INC | 2 | 2 | 0.24% | 0.24% | 0.25% | Q4 2021 | Q1 2022 | 2 |
Newbridge Financial Services Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Private Ocean, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Trilogy Capital Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Polaris Wealth Advisory Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q1 2014 | 2 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Clear Perspective Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Portland Global Advisors LLC | 2 | 2 | 0.32% | 0.32% | 0.32% | Q2 2014 | Q3 2014 | 2 |
Kovack Advisors, Inc. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q1 2018 | 2 |
Community Bank, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2020 | 2 |
ICA Group Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
North Star Investment Management Corp. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2014 | 2 |
Regent Investment Management LLC | 1 | 1 | 0.26% | 0.38% | 0.50% | Q4 2015 | Q2 2017 | 2 |
Glassman Wealth Services | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
UG Investment Advisers Ltd. | 2 | 2 | 0.15% | 0.18% | 0.20% | Q4 2022 | Q1 2023 | 2 |
Archer Investment Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Johnson Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2021 | 2 |
Investment Research & Advisory Group, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
HM PAYSON & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 2 |
Zions Bancorporation, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 2 |
FourThought Financial, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Snowden Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2021 | 2 |
Carnick & Kubik, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q1 2016 | 2 |
Morningstar Investment Management LLC | 2 | 2 | 1.76% | 2.28% | 2.81% | Q4 2018 | Q1 2019 | 2 |
Horizon Family Wealth, Inc. | 2 | 2 | 1.32% | 1.33% | 1.34% | Q4 2021 | Q1 2022 | 2 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.04% | 0.19% | 0.35% | Q3 2021 | Q1 2022 | 2 |
Granite Investment Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
INVESTMENT PARTNERS, LTD. | 1 | 1 | 0.15% | 0.16% | 0.17% | Q4 2017 | Q2 2018 | 2 |
LIBERTY WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Bouchey Financial Group Ltd | 2 | 2 | 1.76% | 1.91% | 2.07% | Q4 2013 | Q1 2014 | 2 |
Summit Trail Advisors, LLC | 1 | 1 | 0.08% | 0.14% | 0.18% | Q1 2018 | Q1 2019 | 2 |
Upper Left Wealth Management, LLC | 2 | 2 | 0.23% | 0.23% | 0.23% | Q4 2021 | Q1 2022 | 2 |
AFT, FORSYTH & COMPANY, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Colonial Trust Co / SC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BlackRock Institutional Trust Company, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 2 |
MONETA GROUP INVESTMENT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Bridgewater Advisors Inc. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q3 2021 | 2 |
TRUST CO OF VERMONT | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
CIBC WORLD MARKET INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
NOTTINGHAM ADVISORS, INC. | 2 | 2 | 2.45% | 2.59% | 2.72% | Q4 2013 | Q1 2014 | 2 |
COMERICA BANK | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Gruss & Co., LLC | 2 | 2 | 6.21% | 6.38% | 6.55% | Q1 2015 | Q2 2015 | 2 |
Chevy Chase Trust Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
Jefferies Group LLC | 1 | 1 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q2 2014 | 2 |
Legacy Private Trust Co. | 2 | 2 | 0.08% | 0.09% | 0.10% | Q3 2013 | Q4 2013 | 2 |
Manchester Capital Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Catamount Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Evolution Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Merrion Investment Management Co, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
JAMES INVESTMENT RESEARCH INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Spectrum Financial Alliance Ltd LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Archford Capital Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Glassy Mountain Advisors, Inc. | 1 | 1 | 5.06% | 5.06% | 5.06% | Q1 2023 | Q1 2023 | 1 |
FineMark National Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
HBW ADVISORY SERVICES LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Clean Yield Group | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2016 | Q2 2016 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Riggs Asset Managment Co. Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Larson Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Balboa Wealth Partners | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
Virtu Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
DOWLING & YAHNKE LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Summit Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Charles Schwab Investment Advisory, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2019 | Q3 2019 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q1 2015 | 1 |
Pacifica Partners Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2023 | Q4 2023 | 1 |
FIRST FINANCIAL CORP /IN/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Winslow, Evans & Crocker, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
ACG Wealth | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
TIAA, FSB | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Selective Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
ORG Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Cardinal Strategic Wealth Guidance | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Dynamic Technology Lab Private Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Lido Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 0.95% | 0.95% | 0.95% | Q2 2013 | Q2 2013 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Aris Wealth Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
CAMBRIDGE TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
GUGGENHEIM CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Genesee Capital Advisors, LLC | 1 | 1 | 5.07% | 5.07% | 5.07% | Q2 2021 | Q2 2021 | 1 |
MATRIX PRIVATE CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Epic Trust Investment Advisors, LLC | 1 | 1 | 0.69% | 0.69% | 0.69% | Q4 2021 | Q4 2021 | 1 |
Hayden Royal, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2018 | Q4 2018 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
First Personal Financial Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Madden Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Alera Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Carroll Investors, Inc | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
Rosenberg Matthew Hamilton | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Rocaton Investment Advisors, LLC | 1 | 1 | 10.16% | 10.16% | 10.16% | Q4 2017 | Q4 2017 | 1 |
Heritage Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Moss Adams Wealth Advisors LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2022 | Q4 2022 | 1 |
LITTLE HOUSE CAPITAL LLC | 1 | 1 | 1.54% | 1.54% | 1.54% | Q1 2021 | Q1 2021 | 1 |
Winthrop Advisory Group LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q3 2020 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
STAPP WEALTH MANAGEMENT, PLLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
American Financial Network Advisory Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Q3 Asset Management | 1 | 1 | 1.48% | 1.48% | 1.48% | Q3 2023 | Q3 2023 | 1 |
Midwest Professional Planners, LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
SHEETS SMITH WEALTH MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Black Swift Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
MANAGED ACCOUNT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Capstone Triton Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Sepio Capital, LP | 1 | 1 | 1.19% | 1.19% | 1.19% | Q4 2018 | Q4 2018 | 1 |
Continuum Advisory, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
WATERSHED PRIVATE WEALTH LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2023 | Q3 2023 | 1 |
HHM Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
FIRST HORIZON CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Sheaff Brock Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Austin Private Wealth, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
W.G. Shaheen & Associates DBA Whitney & Co | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2016 | Q2 2016 | 1 |
Integrity Financial Corp /WA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Knollwood Investment Advisory, LLC | 1 | 1 | 7.31% | 7.31% | 7.31% | Q4 2022 | Q4 2022 | 1 |
MANCHESTER FINANCIAL INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Balentine LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Alpha Cubed Investments, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Arden Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Covenant Multifamily Offices, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
PALLADIUM PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Atomi Financial Group, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Advisory Alpha, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Blueprint Investment Partners LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2023 | Q2 2023 | 1 |
ALBION FINANCIAL GROUP /UT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Global Wealth Strategies & Associates | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
CORRADO ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Legacy Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
CWA Asset Management Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
KING LUTHER CAPITAL MANAGEMENT CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Truvestments Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Permit Capital Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2022 | Q1 2022 | 1 |
Index Fund Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Allred Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Power Corp of Canada | 1 | 1 | 0.67% | 0.67% | 0.67% | Q1 2022 | Q1 2022 | 1 |
AVIANCE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
BDO Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Goodwin Investment Advisory | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ASSOCIATED BANC-CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
HAZLETT, BURT & WATSON, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Global Index Advisors Inc | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2014 | Q2 2014 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Plan Group Financial, LLC | 1 | 1 | 0.93% | 0.93% | 0.93% | Q3 2023 | Q3 2023 | 1 |
Squar Milner Financial Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Weaver Consulting Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Thor Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2019 | Q3 2019 | 1 |
Integrated Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.88% | 0.88% | 0.88% | Q2 2021 | Q2 2021 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
IAM Advisory, LLC | 1 | 1 | 5.07% | 5.07% | 5.07% | Q2 2021 | Q2 2021 | 1 |
M&R CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
OneAscent Financial Services LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
Geneva Partners, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2021 | Q1 2021 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2020 | Q4 2020 | 1 |
Faithward Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
qPULA Trading Management LP | 1 | 1 | 1.02% | 1.02% | 1.02% | Q4 2021 | Q4 2021 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
SYM FINANCIAL Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2012 | Q2 2012 | 1 |
Sargent Bickham Lagudis LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Rinkey Investments | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Bluefin Trading, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2014 | Q3 2014 | 1 |
BAIRD ROBERT W & CO INC /WI/ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Claro Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
WealthPLAN Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Avestar Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
TIEDEMANN TRUST CO | 1 | 1 | 0.79% | 0.79% | 0.79% | Q4 2015 | Q4 2015 | 1 |
Capital Analysts, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
Milliman Financial Risk Management LLC | 1 | 1 | 4.45% | 4.45% | 4.45% | Q4 2015 | Q4 2015 | 1 |
Iron Horse Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
RMB Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Altavista Wealth Management, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Advocacy Wealth Management Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Sciencast Management LP | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2017 | Q3 2017 | 1 |
Grey Fox Wealth Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
OPPENHEIMER & CO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Ellsworth Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
AlphaCore Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 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.