Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 122 |
HUNTINGTON NATIONAL BANK | 36 | 20 | 0.00% | 0.00% | 0.01% | Q1 2009 | Q3 2023 | 58 |
Cutler Group LLC / CA | 15 | 1 | 0.00% | 0.00% | 0.04% | Q4 2015 | Q3 2023 | 52 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 44 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 22 | 2 | 0.02% | 0.06% | 0.14% | Q2 2010 | Q3 2023 | 43 |
Veritable, L.P. | 43 | 43 | 0.03% | 0.04% | 0.05% | Q4 2012 | Q2 2023 | 43 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Bartlett & Co. LLC | 26 | 16 | 0.04% | 0.07% | 0.10% | Q2 2013 | Q4 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.06% | 0.11% | 0.35% | Q2 2013 | Q3 2023 | 42 |
Cetera Advisors LLC | 42 | 42 | 0.02% | 0.13% | 0.60% | Q2 2013 | Q3 2023 | 42 |
Cetera Advisor Networks LLC | 21 | 21 | 0.01% | 0.08% | 0.18% | Q1 2013 | Q3 2023 | 42 |
Bragg Financial Advisors, Inc | 42 | 42 | 0.03% | 0.08% | 0.14% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Newman Dignan & Sheerar, Inc. | 42 | 42 | 0.02% | 0.31% | 0.64% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.08% | 0.18% | 0.35% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES TRUST N.A. | 42 | 42 | 0.03% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 42 |
Madden Advisory Services, Inc. | 42 | 42 | 1.30% | 2.45% | 3.21% | Q2 2013 | Q3 2023 | 42 |
WOODMONT INVESTMENT COUNSEL LLC | 42 | 42 | 0.05% | 0.17% | 0.60% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.06% | 0.11% | 0.18% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
JNBA Financial Advisors | 21 | 20 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 41 |
Creative Planning | 33 | 8 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 41 |
BOKF, NA | 32 | 9 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
Advisory Services Network, LLC | 27 | 14 | 0.04% | 0.57% | 3.68% | Q2 2013 | Q3 2023 | 41 |
Kistler-Tiffany Companies, LLC | 41 | 41 | 0.02% | 0.05% | 0.29% | Q2 2013 | Q2 2023 | 41 |
D.A. DAVIDSON & CO. | 39 | 2 | 0.00% | 0.13% | 0.36% | Q2 2013 | Q3 2023 | 41 |
HighTower Advisors, LLC | 30 | 11 | 0.01% | 0.05% | 0.23% | Q2 2013 | Q3 2023 | 41 |
FMR LLC | 36 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
GLENMEDE TRUST CO NA | 20 | 20 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 40 |
Private Advisor Group, LLC | 40 | 40 | 0.03% | 0.09% | 0.13% | Q4 2013 | Q3 2023 | 40 |
MASSMUTUAL TRUST CO FSB/ADV | 29 | 11 | 0.00% | 0.09% | 0.18% | Q4 2013 | Q4 2023 | 40 |
Janney Montgomery Scott LLC | 29 | 11 | 0.01% | 0.03% | 0.08% | Q3 2013 | Q3 2023 | 40 |
BAILARD, INC. | 31 | 9 | 0.11% | 0.50% | 1.06% | Q3 2013 | Q3 2023 | 40 |
Beacon Capital Management, Inc. | 40 | 40 | 0.01% | 5.23% | 8.09% | Q4 2013 | Q3 2023 | 40 |
OPPENHEIMER & CO INC | 22 | 17 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 39 |
ARGI Investment Services, LLC | 39 | 39 | 0.04% | 0.34% | 3.14% | Q2 2013 | Q4 2022 | 39 |
Archford Capital Strategies, LLC | 39 | 39 | 0.05% | 0.45% | 0.98% | Q1 2014 | Q3 2023 | 39 |
KCM INVESTMENT ADVISORS LLC | 39 | 39 | 0.02% | 0.16% | 0.39% | Q1 2014 | Q3 2023 | 39 |
GOLDMAN SACHS GROUP INC | 21 | 2 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q3 2023 | 39 |
Spears Abacus Advisors LLC | 38 | 38 | 0.02% | 0.09% | 0.15% | Q2 2014 | Q3 2023 | 38 |
COMMERCE BANK | 38 | 38 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 38 |
DOWLING & YAHNKE LLC | 38 | 38 | 0.05% | 0.09% | 0.17% | Q2 2013 | Q3 2022 | 38 |
WHITTIER TRUST CO | 37 | 37 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2022 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.02% | 0.03% | Q4 2014 | Q3 2023 | 37 |
North Star Investment Management Corp. | 20 | 17 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q3 2023 | 37 |
B. Riley Wealth Advisors, Inc. | 24 | 5 | 0.01% | 0.04% | 0.10% | Q1 2014 | Q3 2023 | 37 |
McKinley Carter Wealth Services, Inc. | 36 | 36 | 0.15% | 1.13% | 3.21% | Q4 2014 | Q3 2023 | 36 |
Autus Asset Management, LLC | 35 | 1 | 0.06% | 0.08% | 0.11% | Q4 2013 | Q4 2022 | 36 |
Sigma Planning Corp | 36 | 36 | 0.02% | 0.05% | 0.10% | Q4 2014 | Q3 2023 | 36 |
AllSquare Wealth Management LLC | 36 | 36 | 0.00% | 0.02% | 0.02% | Q4 2014 | Q3 2023 | 36 |
Northeast Financial Consultants Inc | 19 | 17 | 0.03% | 0.17% | 3.16% | Q2 2014 | Q3 2023 | 36 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 1 | 0.00% | 0.03% | 0.07% | Q3 2013 | Q3 2023 | 36 |
FIRST FINANCIAL CORP /IN/ | 36 | 36 | 0.01% | 0.87% | 1.76% | Q4 2014 | Q3 2023 | 36 |
Ballentine Partners, LLC | 36 | 36 | 0.05% | 0.10% | 0.16% | Q4 2014 | Q3 2023 | 36 |
STIFEL FINANCIAL CORP | 35 | 35 | 0.00% | 0.02% | 0.04% | Q1 2015 | Q3 2023 | 35 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 35 | 35 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2023 | 35 |
Carroll Financial Associates, Inc. | 35 | 35 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q4 2021 | 35 |
First Personal Financial Services | 22 | 12 | 0.00% | 0.95% | 2.01% | Q4 2014 | Q3 2023 | 34 |
Atria Investments, Inc | 29 | 1 | 0.02% | 0.08% | 0.26% | Q2 2013 | Q3 2023 | 34 |
Stratos Wealth Partners, LTD. | 33 | 33 | 0.01% | 0.07% | 0.62% | Q3 2015 | Q3 2023 | 33 |
AlphaMark Advisors, LLC | 33 | 33 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 33 |
Harel Insurance Investments & Financial Services Ltd. | 32 | 32 | 0.00% | 0.02% | 0.07% | Q4 2015 | Q3 2023 | 32 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 32 | 32 | 0.07% | 0.20% | 1.13% | Q4 2015 | Q3 2023 | 32 |
JPMORGAN CHASE & CO | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
WATERS PARKERSON & CO., LLC | 32 | 32 | 0.02% | 0.02% | 0.07% | Q4 2015 | Q3 2023 | 32 |
JOHNSON INVESTMENT COUNSEL INC | 32 | 32 | 0.01% | 0.06% | 0.14% | Q4 2015 | Q3 2023 | 32 |
WBH ADVISORY INC | 29 | 3 | 0.12% | 0.19% | 0.26% | Q3 2015 | Q3 2023 | 32 |
Tower Research Capital LLC (TRC) | 7 | 2 | 0.00% | 0.13% | 1.08% | Q1 2014 | Q3 2023 | 32 |
Tortoise Investment Management, LLC | 32 | 32 | 0.02% | 0.05% | 0.19% | Q4 2012 | Q3 2020 | 32 |
Raymond James Financial Services Advisors, Inc. | 18 | 14 | 0.02% | 0.04% | 0.07% | Q3 2015 | Q3 2023 | 32 |
Anchor Investment Management, LLC | 32 | 32 | 0.01% | 0.45% | 0.83% | Q1 2016 | Q4 2023 | 32 |
M&T BANK CORP | 16 | 15 | 0.00% | 0.08% | 0.15% | Q4 2015 | Q3 2023 | 31 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 12 | 8 | 0.08% | 0.46% | 1.97% | Q2 2014 | Q3 2022 | 31 |
D'Orazio & Associates, Inc. | 18 | 13 | 0.04% | 3.86% | 12.10% | Q1 2015 | Q3 2023 | 31 |
CONDOR CAPITAL MANAGEMENT | 31 | 31 | 0.19% | 0.56% | 0.96% | Q2 2013 | Q4 2020 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.01% | 0.06% | 0.22% | Q1 2016 | Q3 2023 | 31 |
CHOREO, LLC | 27 | 4 | 0.02% | 0.06% | 0.12% | Q1 2014 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.02% | 0.07% | Q4 2015 | Q3 2023 | 31 |
Baird Financial Group, Inc. | 31 | 31 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2023 | 31 |
Exchange Capital Management, Inc. | 30 | 30 | 0.01% | 0.38% | 0.70% | Q2 2016 | Q3 2023 | 30 |
J.P. Morgan Private Wealth Advisors LLC | 29 | 1 | 0.00% | 0.01% | 0.05% | Q3 2015 | Q3 2023 | 30 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.03% | 0.06% | 0.08% | Q2 2013 | Q3 2020 | 30 |
BlackRock Inc. | 30 | 30 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2023 | 30 |
VANGUARD GROUP INC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2022 | 30 |
NEXT Financial Group, Inc | 30 | 30 | 0.03% | 0.39% | 0.72% | Q3 2014 | Q4 2021 | 30 |
CWM, LLC | 22 | 8 | 0.00% | 0.00% | 0.02% | Q1 2016 | Q3 2023 | 30 |
SeaBridge Investment Advisors LLC | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2020 | 30 |
CAPTRUST FINANCIAL ADVISORS | 15 | 5 | 0.00% | 0.01% | 0.05% | Q1 2015 | Q3 2023 | 30 |
Raab & Moskowitz Asset Management LLC | 19 | 11 | 0.09% | 0.20% | 0.57% | Q1 2016 | Q3 2023 | 30 |
DUBUQUE BANK & TRUST CO | 30 | 30 | 0.02% | 0.18% | 0.44% | Q3 2014 | Q4 2021 | 30 |
Personal Capital Advisors Corp | 29 | 29 | 0.01% | 0.11% | 0.18% | Q4 2015 | Q4 2022 | 29 |
Gerber Kawasaki Wealth & Investment Management | 21 | 8 | 0.08% | 0.38% | 1.54% | Q2 2016 | Q3 2023 | 29 |
LINCOLN NATIONAL CORP | 26 | 3 | 0.01% | 0.04% | 0.08% | Q2 2016 | Q3 2023 | 29 |
Jacobi Capital Management LLC | 29 | 29 | 0.01% | 0.05% | 0.07% | Q3 2016 | Q3 2023 | 29 |
SIGNATUREFD, LLC | 15 | 14 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2022 | 29 |
Lido Advisors, LLC | 29 | 29 | 0.02% | 0.07% | 0.14% | Q3 2016 | Q3 2023 | 29 |
CIBC WORLD MARKET INC. | 23 | 6 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2023 | 29 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 22 | 1 | 0.00% | 0.00% | 0.03% | Q3 2013 | Q1 2023 | 29 |
Blankinship & Foster, LLC | 28 | 28 | 5.41% | 9.59% | 17.12% | Q4 2016 | Q3 2023 | 28 |
AE Wealth Management LLC | 28 | 28 | 0.03% | 0.12% | 0.33% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.08% | 0.14% | 0.26% | Q2 2013 | Q4 2019 | 27 |
Simmons Bank | 27 | 27 | 0.03% | 0.04% | 0.06% | Q1 2017 | Q3 2023 | 27 |
Callan Capital, LLC | 27 | 27 | 0.16% | 0.47% | 0.71% | Q1 2017 | Q3 2023 | 27 |
Institute for Wealth Management, LLC. | 18 | 1 | 0.04% | 0.16% | 0.38% | Q4 2013 | Q3 2023 | 27 |
REILLY FINANCIAL ADVISORS, LLC | 27 | 27 | 0.01% | 0.01% | 0.03% | Q2 2015 | Q4 2021 | 27 |
New England Investment & Retirement Group, Inc. | 15 | 12 | 0.10% | 2.60% | 8.24% | Q4 2014 | Q3 2021 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.00% | 0.03% | 0.14% | Q4 2016 | Q3 2023 | 27 |
JANE STREET GROUP, LLC | 7 | 1 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q3 2023 | 27 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.03% | 0.08% | 0.15% | Q2 2017 | Q3 2023 | 26 |
TRUST CO OF OKLAHOMA | 13 | 13 | 0.38% | 0.70% | 0.91% | Q1 2017 | Q3 2023 | 26 |
Cetera Investment Advisers | 16 | 10 | 0.03% | 0.11% | 0.33% | Q4 2015 | Q3 2023 | 26 |
BESSEMER GROUP INC | 10 | 2 | 0.00% | 0.03% | 0.35% | Q2 2013 | Q2 2022 | 26 |
Round Table Services, LLC | 21 | 5 | 0.04% | 0.45% | 0.89% | Q2 2013 | Q1 2022 | 26 |
Wealthcare Advisory Partners LLC | 25 | 25 | 0.00% | 0.03% | 0.08% | Q3 2017 | Q3 2023 | 25 |
Steward Partners Investment Advisory, LLC | 18 | 7 | 0.00% | 0.02% | 0.06% | Q1 2017 | Q3 2023 | 25 |
BDO Wealth Advisors, LLC | 25 | 25 | 0.01% | 0.03% | 0.07% | Q2 2017 | Q2 2023 | 25 |
Valeo Financial Advisors, LLC | 25 | 25 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q3 2023 | 25 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 10 | 4 | 0.04% | 0.08% | 0.13% | Q4 2015 | Q3 2023 | 25 |
CHEMICAL BANK | 25 | 25 | 0.04% | 0.06% | 0.09% | Q2 2013 | Q2 2019 | 25 |
STEPHENS INC /AR/ | 22 | 3 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 25 |
Snowden Capital Advisors LLC | 17 | 8 | 0.02% | 0.04% | 0.08% | Q2 2017 | Q3 2023 | 25 |
Allworth Financial LP | 25 | 25 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 25 |
Front Row Advisors LLC | 24 | 24 | 0.03% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 24 |
Mutual Advisors, LLC | 24 | 24 | 0.07% | 0.16% | 0.34% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.07% | 0.09% | 0.12% | Q4 2017 | Q3 2023 | 24 |
Tower View Wealth Management LLC | 24 | 24 | 0.14% | 0.51% | 0.97% | Q4 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.01% | 0.09% | Q4 2017 | Q3 2023 | 24 |
FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 24 | 24 | 0.13% | 0.19% | 0.28% | Q3 2016 | Q2 2022 | 24 |
Hochman Cole Investment Advisors, Inc. | 24 | 24 | 0.33% | 0.42% | 0.59% | Q4 2015 | Q3 2021 | 24 |
SUNTRUST BANKS INC | 16 | 8 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2019 | 24 |
CENTAURUS FINANCIAL, INC. | 24 | 24 | 0.02% | 0.11% | 0.18% | Q4 2017 | Q3 2023 | 24 |
Merit Financial Group, LLC | 24 | 24 | 0.12% | 2.40% | 12.10% | Q4 2017 | Q3 2023 | 24 |
Bison Wealth, LLC | 11 | 2 | 0.06% | 0.13% | 0.19% | Q4 2014 | Q2 2022 | 24 |
Cypress Wealth Services, LLC | 24 | 24 | 0.54% | 0.75% | 0.96% | Q4 2017 | Q3 2023 | 24 |
Capital Analysts, LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 23 |
Northstar Group, Inc. | 23 | 23 | 0.22% | 0.34% | 0.51% | Q1 2018 | Q3 2023 | 23 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.17% | 0.50% | Q1 2017 | Q3 2023 | 23 |
Conservest Capital Advisors, Inc. | 22 | 1 | 0.10% | 0.13% | 0.20% | Q3 2017 | Q3 2023 | 23 |
PFG Advisors | 23 | 23 | 0.08% | 0.25% | 0.40% | Q1 2018 | Q3 2023 | 23 |
SYNOVUS FINANCIAL CORP | 12 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 23 |
Kovack Advisors, Inc. | 21 | 2 | 0.07% | 0.13% | 0.35% | Q4 2017 | Q3 2023 | 23 |
ATLAS CAPITAL ADVISORS LLC | 23 | 23 | 0.01% | 0.22% | 0.53% | Q1 2018 | Q3 2023 | 23 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 23 | 23 | 0.00% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 23 |
NOMURA ASSET MANAGEMENT CO LTD | 14 | 8 | 0.00% | 0.02% | 0.06% | Q4 2017 | Q3 2023 | 22 |
CMH Wealth Management LLC | 22 | 22 | 2.15% | 3.61% | 5.78% | Q2 2018 | Q3 2023 | 22 |
TRUE Private Wealth Advisors | 22 | 22 | 0.07% | 0.18% | 0.32% | Q2 2018 | Q3 2023 | 22 |
Certified Advisory Corp | 11 | 11 | 0.50% | 0.75% | 1.40% | Q4 2017 | Q3 2023 | 22 |
NORTHERN TRUST CORP | 12 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 22 |
RAND WEALTH, LLC | 22 | 22 | 0.77% | 1.14% | 2.64% | Q2 2013 | Q3 2018 | 22 |
CALTON & ASSOCIATES, INC. | 21 | 1 | 0.00% | 0.84% | 2.12% | Q4 2017 | Q2 2023 | 22 |
Allied Investment Advisors, LLC | 22 | 22 | 0.07% | 0.20% | 0.33% | Q1 2018 | Q2 2023 | 22 |
FormulaFolio Investments, LLC | 20 | 2 | 0.00% | 0.07% | 0.16% | Q1 2015 | Q2 2021 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.03% | 0.08% | 0.10% | Q3 2018 | Q3 2023 | 21 |
OPTIMUM INVESTMENT ADVISORS | 21 | 21 | 0.00% | 0.03% | 0.06% | Q4 2018 | Q4 2023 | 21 |
Avondale Wealth Management | 20 | 1 | 0.05% | 0.90% | 5.71% | Q4 2017 | Q3 2023 | 21 |
DAVENPORT & Co LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Citadel Advisors | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 21 |
KEYBANK NATIONAL ASSOCIATION/OH | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
First PREMIER Bank | 21 | 21 | 0.01% | 0.07% | 0.11% | Q3 2018 | Q3 2023 | 21 |
NewSquare Capital LLC | 20 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q1 2020 | 21 |
LexAurum Advisors, LLC | 21 | 21 | 0.11% | 0.21% | 0.43% | Q3 2018 | Q3 2023 | 21 |
MERITAGE PORTFOLIO MANAGEMENT | 11 | 2 | 0.01% | 0.32% | 1.16% | Q4 2014 | Q3 2023 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 20 |
Belpointe Asset Management LLC | 16 | 2 | 0.02% | 0.05% | 0.10% | Q3 2017 | Q1 2023 | 20 |
THOMPSON DAVIS & CO., INC. | 20 | 20 | 0.06% | 0.13% | 0.31% | Q4 2013 | Q3 2018 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Windham Capital Management, LLC | 19 | 1 | 0.06% | 0.21% | 0.45% | Q3 2016 | Q3 2023 | 20 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 16 | 4 | 0.00% | 0.18% | 1.14% | Q4 2015 | Q3 2022 | 20 |
Larson Financial Group LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 20 | 20 | 0.06% | 0.87% | 2.87% | Q4 2018 | Q3 2023 | 20 |
Gilbert & Cook, Inc. | 20 | 20 | 0.04% | 0.23% | 0.48% | Q4 2018 | Q3 2023 | 20 |
Morningstar Investment Management LLC | 20 | 20 | 0.55% | 6.33% | 13.48% | Q4 2018 | Q3 2023 | 20 |
Archer Investment Corp | 20 | 20 | 0.00% | 0.02% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Cornerstone Wealth Management, LLC | 10 | 3 | 0.02% | 0.04% | 0.10% | Q2 2018 | Q3 2023 | 20 |
KG&L Capital Management,LLC | 20 | 20 | 0.21% | 0.34% | 0.59% | Q4 2018 | Q3 2023 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.03% | 0.10% | 0.22% | Q4 2018 | Q3 2023 | 20 |
Morningstar Investment Services LLC | 20 | 20 | 0.22% | 0.50% | 0.87% | Q4 2018 | Q3 2023 | 20 |
Full Sail Capital, LLC | 20 | 20 | 1.54% | 1.97% | 2.96% | Q4 2018 | Q3 2023 | 20 |
Bray Capital Advisors | 20 | 20 | 0.27% | 0.30% | 0.34% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.07% | 0.10% | 0.15% | Q4 2017 | Q3 2022 | 20 |
Neuberger Berman Group LLC | 18 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 19 |
VAN STRUM & TOWNE INC. | 19 | 19 | 0.15% | 0.20% | 0.24% | Q1 2019 | Q3 2023 | 19 |
First National Bank of South Miami | 19 | 19 | 0.08% | 0.12% | 0.19% | Q4 2018 | Q2 2023 | 19 |
WOLVERINE TRADING, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2023 | 19 |
Western Wealth Management, LLC | 11 | 8 | 0.03% | 0.06% | 0.15% | Q4 2018 | Q3 2023 | 19 |
THRIVENT FINANCIAL FOR LUTHERANS | 18 | 1 | 0.00% | 0.00% | 0.02% | Q3 2017 | Q3 2023 | 19 |
COMERICA SECURITIES,INC. | 19 | 19 | 0.04% | 0.28% | 0.66% | Q1 2019 | Q3 2023 | 19 |
Sargent Bickham Lagudis LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2020 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Wolff Financial Management LLC | 10 | 9 | 0.51% | 1.90% | 4.85% | Q4 2018 | Q3 2023 | 19 |
BB&T SECURITIES, LLC | 17 | 2 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2019 | 19 |
Rockefeller Capital Management L.P. | 19 | 19 | 0.01% | 0.05% | 0.10% | Q1 2019 | Q3 2023 | 19 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 19 | 19 | 1.36% | 1.53% | 1.71% | Q1 2019 | Q3 2023 | 19 |
IFC Holdings Incorporated/FL | 19 | 19 | 0.09% | 0.18% | 0.76% | Q2 2013 | Q4 2017 | 19 |
Evolution Wealth Advisors, LLC | 19 | 19 | 0.03% | 0.25% | 0.78% | Q4 2018 | Q2 2023 | 19 |
JAMES INVESTMENT RESEARCH INC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2023 | 18 |
Private Capital Group, LLC | 18 | 18 | 0.01% | 0.05% | 0.13% | Q4 2017 | Q1 2022 | 18 |
Matthew Goff Investment Advisor, LLC | 14 | 1 | 0.78% | 1.06% | 1.76% | Q3 2017 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.12% | 0.20% | 0.36% | Q2 2013 | Q3 2017 | 18 |
DEUTSCHE BANK AG\ | 7 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2021 | 18 |
NATIONAL PLANNING CORP | 18 | 18 | 0.11% | 0.40% | 1.04% | Q2 2013 | Q3 2017 | 18 |
Financial Insights, Inc. | 18 | 18 | 0.09% | 0.26% | 0.32% | Q4 2018 | Q1 2023 | 18 |
Patriot Financial Group Insurance Agency, LLC | 18 | 18 | 0.00% | 0.06% | 0.09% | Q1 2019 | Q2 2023 | 18 |
Gradient Investments LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 18 |
DUNCKER STREETT & CO INC | 18 | 18 | 0.02% | 0.04% | 0.05% | Q2 2019 | Q3 2023 | 18 |
Sterling Capital Management LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q2 2017 | 18 |
Community Financial Services Group, LLC | 17 | 1 | 0.08% | 0.31% | 0.77% | Q4 2017 | Q3 2023 | 18 |
RiverFront Investment Group, LLC | 18 | 18 | 0.01% | 0.58% | 1.94% | Q4 2008 | Q1 2013 | 18 |
WEDBUSH SECURITIES INC | 18 | 18 | 0.02% | 0.04% | 0.14% | Q2 2019 | Q3 2023 | 18 |
LEVEL FOUR ADVISORY SERVICES, LLC | 18 | 18 | 0.02% | 0.13% | 0.53% | Q4 2016 | Q1 2021 | 18 |
CREDIT SUISSE AG/ | 16 | 2 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2017 | 18 |
TSFG, LLC | 10 | 8 | 0.00% | 0.25% | 0.53% | Q1 2019 | Q3 2023 | 18 |
HM PAYSON & CO | 18 | 18 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Spearhead Capital Advisors, LLC | 14 | 4 | 0.06% | 0.18% | 0.32% | Q4 2017 | Q2 2022 | 18 |
Trinity Legacy Partners, LLC | 18 | 18 | 0.21% | 0.32% | 0.47% | Q2 2019 | Q3 2023 | 18 |
Meristem Family Wealth, LLC | 17 | 17 | 0.04% | 0.10% | 0.12% | Q1 2018 | Q1 2022 | 17 |
ICONIQ Capital, LLC | 17 | 17 | 0.08% | 0.63% | 1.83% | Q3 2019 | Q3 2023 | 17 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2020 | 17 |
Concert Wealth Management Inc. | 17 | 17 | 0.07% | 0.18% | 0.26% | Q2 2013 | Q2 2017 | 17 |
Old North State Trust, LLC | 14 | 3 | 0.05% | 0.21% | 0.53% | Q3 2018 | Q1 2023 | 17 |
LAZARD ASSET MANAGEMENT LLC | 15 | 2 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 17 |
Avantax Planning Partners, Inc. | 14 | 1 | 0.00% | 0.03% | 0.05% | Q3 2017 | Q3 2023 | 17 |
CX Institutional | 8 | 2 | 0.01% | 0.06% | 0.42% | Q2 2018 | Q2 2023 | 17 |
Parkside Financial Bank & Trust | 11 | 6 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 17 |
Asset Dedication, LLC | 10 | 1 | 0.00% | 0.37% | 1.70% | Q4 2015 | Q3 2023 | 17 |
Ranch Capital Advisors Inc. | 17 | 17 | 0.37% | 0.48% | 0.80% | Q3 2019 | Q3 2023 | 17 |
Ameritas Investment Partners, Inc. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
WFG Advisors, LP | 17 | 17 | 0.06% | 0.10% | 0.14% | Q2 2013 | Q2 2017 | 17 |
CNB Bank | 17 | 17 | 0.03% | 0.06% | 0.26% | Q3 2019 | Q3 2023 | 17 |
BBVA USA Bancshares, Inc. | 10 | 7 | 0.01% | 0.03% | 0.05% | Q3 2013 | Q1 2021 | 17 |
Richard C. Young & CO., LTD. | 15 | 2 | 0.04% | 0.13% | 0.31% | Q2 2013 | Q3 2023 | 17 |
BURNEY CO/ | 9 | 8 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q4 2017 | 17 |
FAS Wealth Partners, Inc. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Simplicity Solutions, LLC | 13 | 3 | 0.02% | 0.06% | 0.14% | Q4 2017 | Q3 2023 | 16 |
HYMAN CHARLES D | 16 | 16 | 0.02% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Berkeley Capital Partners, LLC | 7 | 4 | 0.30% | 2.69% | 6.45% | Q4 2015 | Q3 2023 | 16 |
Independent Family Office, LLC | 16 | 16 | 0.44% | 0.67% | 0.91% | Q4 2019 | Q3 2023 | 16 |
Zurich Insurance Group Ltd/FI | 15 | 1 | 0.02% | 0.03% | 0.05% | Q4 2018 | Q3 2023 | 16 |
LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 16 | 16 | 0.22% | 0.30% | 0.39% | Q4 2019 | Q3 2023 | 16 |
Cedar Brook Financial Partners, LLC | 14 | 2 | 0.06% | 0.08% | 0.12% | Q3 2019 | Q3 2023 | 16 |
SII INVESTMENTS INC/WI | 16 | 16 | 0.06% | 0.16% | 0.30% | Q1 2014 | Q4 2017 | 16 |
Stonebridge Financial Planning Group, LLC | 16 | 16 | 1.94% | 2.30% | 2.71% | Q4 2019 | Q3 2023 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.03% | 0.07% | 0.10% | Q4 2019 | Q3 2023 | 16 |
Optas, LLC | 16 | 16 | 0.14% | 0.24% | 0.48% | Q4 2019 | Q3 2023 | 16 |
INVESTMENT CENTERS OF AMERICA INC | 13 | 3 | 0.05% | 0.14% | 0.41% | Q3 2013 | Q3 2017 | 16 |
Kore Private Wealth LLC | 16 | 16 | 0.07% | 1.16% | 2.12% | Q4 2018 | Q3 2022 | 16 |
Hamilton Wealth, LLC | 16 | 16 | 0.89% | 1.32% | 1.75% | Q4 2018 | Q3 2022 | 16 |
Pinnacle Advisory Group, Inc. | 7 | 1 | 0.02% | 0.06% | 0.10% | Q1 2015 | Q1 2021 | 16 |
Arkadios Wealth Advisors | 16 | 16 | 0.18% | 1.09% | 3.15% | Q4 2019 | Q3 2023 | 16 |
Emerald Advisors, LLC | 16 | 16 | 0.07% | 0.11% | 0.34% | Q4 2019 | Q3 2023 | 16 |
Krilogy Financial LLC | 8 | 1 | 0.01% | 0.03% | 0.06% | Q2 2016 | Q4 2021 | 16 |
Laidlaw Wealth Management LLC | 16 | 16 | 0.11% | 0.23% | 0.45% | Q4 2019 | Q3 2023 | 16 |
PRUDENTIAL FINANCIAL INC | 10 | 6 | 0.00% | 0.02% | 0.16% | Q3 2019 | Q3 2023 | 16 |
Greenwich Wealth Management LLC | 13 | 3 | 0.01% | 0.04% | 0.15% | Q2 2013 | Q4 2017 | 16 |
Sound View Wealth Advisors Group, LLC | 16 | 16 | 0.05% | 0.07% | 0.13% | Q4 2019 | Q3 2023 | 16 |
EVOKE WEALTH, LLC | 15 | 1 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q3 2023 | 16 |
Apriem Advisors | 8 | 8 | 0.01% | 0.51% | 1.23% | Q3 2016 | Q3 2021 | 16 |
Dakota Wealth Management | 14 | 2 | 0.01% | 0.03% | 0.04% | Q3 2019 | Q3 2023 | 16 |
OneDigital Investment Advisors LLC | 6 | 5 | 0.00% | 0.02% | 0.09% | Q2 2017 | Q3 2023 | 16 |
FIFTH THIRD SECURITIES, INC. | 9 | 3 | 0.03% | 1.08% | 3.44% | Q3 2017 | Q3 2023 | 16 |
Centered Wealth LLC dba Miller Equity Capital Advisors | 16 | 16 | 0.72% | 1.27% | 1.71% | Q4 2019 | Q3 2023 | 16 |
Keebeck Wealth Management, LLC | 16 | 16 | 0.34% | 0.54% | 1.11% | Q4 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Biltmore Family Office, LLC | 16 | 16 | 0.07% | 0.13% | 0.26% | Q4 2019 | Q3 2023 | 16 |
BALLAST ADVISORS LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2023 | 15 |
HC Advisors, LLC | 14 | 1 | 1.25% | 1.73% | 5.05% | Q4 2019 | Q3 2023 | 15 |
N.E.W. Advisory Services LLC | 14 | 1 | 0.18% | 0.46% | 1.19% | Q4 2019 | Q3 2023 | 15 |
Gray Wealth Management Inc. | 15 | 15 | 0.64% | 0.82% | 1.14% | Q1 2020 | Q3 2023 | 15 |
Private Wealth Group, LLC | 15 | 15 | 0.20% | 0.30% | 0.47% | Q1 2020 | Q3 2023 | 15 |
MERCER GLOBAL ADVISORS INC /ADV | 11 | 2 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 15 |
ALPS ADVISORS INC | 9 | 6 | 0.09% | 0.13% | 0.20% | Q4 2018 | Q4 2022 | 15 |
Royal Fund Management, LLC | 14 | 1 | 0.00% | 2.34% | 3.39% | Q2 2018 | Q3 2023 | 15 |
Dynamic Advisor Solutions LLC | 6 | 1 | 0.03% | 0.06% | 0.15% | Q4 2013 | Q3 2023 | 15 |
Stelac Advisory Services LLC | 15 | 15 | 1.14% | 2.27% | 5.47% | Q1 2020 | Q3 2023 | 15 |
Leelyn Smith, LLC | 13 | 2 | 0.03% | 0.16% | 0.21% | Q4 2019 | Q3 2023 | 15 |
ProVise Management Group, LLC | 15 | 15 | 0.10% | 0.17% | 0.51% | Q3 2014 | Q1 2018 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.09% | 0.12% | 0.15% | Q1 2020 | Q3 2023 | 15 |
Regal Investment Advisors LLC | 10 | 5 | 0.02% | 0.07% | 0.16% | Q2 2013 | Q3 2023 | 15 |
MISSION WEALTH MANAGEMENT, LP | 15 | 15 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.11% | 0.14% | 0.20% | Q2 2016 | Q4 2019 | 15 |
FLAGSHIP HARBOR ADVISORS, LLC | 14 | 1 | 0.02% | 0.07% | 0.13% | Q2 2017 | Q4 2021 | 15 |
Equitable Holdings, Inc. | 15 | 15 | 0.01% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Estate Counselors, LLC | 15 | 15 | 0.56% | 2.36% | 4.02% | Q2 2013 | Q4 2016 | 15 |
SG Americas Securities, LLC | 6 | 1 | 0.00% | 0.03% | 0.10% | Q4 2013 | Q3 2018 | 15 |
SHEETS SMITH WEALTH MANAGEMENT | 15 | 15 | 0.08% | 0.09% | 0.10% | Q1 2020 | Q3 2023 | 15 |
Advisory Alpha, LLC | 10 | 1 | 0.00% | 0.21% | 1.03% | Q2 2015 | Q3 2020 | 15 |
Visionary Asset Management, Inc. | 9 | 6 | 0.19% | 0.84% | 1.30% | Q4 2014 | Q3 2018 | 15 |
Bigelow Investment Advisors, LLC | 15 | 15 | 0.20% | 0.36% | 0.64% | Q4 2017 | Q2 2021 | 15 |
Baystate Wealth Management LLC | 8 | 1 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q3 2023 | 14 |
CWA Asset Management Group, LLC | 14 | 14 | 0.03% | 0.04% | 0.08% | Q2 2020 | Q3 2023 | 14 |
WESTPORT RESOURCES MANAGEMENT INC | 14 | 14 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2016 | 14 |
Quantitative Advantage, LLC | 9 | 1 | 1.23% | 1.71% | 2.13% | Q2 2013 | Q1 2020 | 14 |
SIMPLEX TRADING, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 14 |
Advisors Capital Management, LLC | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Waldron Private Wealth LLC | 14 | 14 | 0.04% | 0.06% | 0.09% | Q4 2017 | Q1 2021 | 14 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 7 | 1 | 0.00% | 0.34% | 1.28% | Q4 2016 | Q3 2023 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.03% | 0.04% | 0.05% | Q2 2019 | Q3 2022 | 14 |
Marotta Asset Management | 11 | 3 | 0.10% | 4.31% | 5.08% | Q2 2020 | Q4 2023 | 14 |
MONTAG A & ASSOCIATES INC | 13 | 1 | 0.00% | 0.02% | 0.11% | Q4 2019 | Q3 2023 | 14 |
First Horizon Advisors, Inc. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 14 |
Endurance Wealth Management, Inc. | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q3 2018 | 14 |
NewEdge Advisors, LLC | 6 | 1 | 0.01% | 0.01% | 0.03% | Q2 2017 | Q3 2023 | 14 |
Calamos Wealth Management LLC | 14 | 14 | 0.04% | 0.05% | 0.05% | Q2 2018 | Q3 2021 | 14 |
Stratos Wealth Advisors, LLC | 13 | 1 | 0.02% | 0.03% | 0.14% | Q1 2020 | Q3 2023 | 14 |
LBA Wealth Management, LLC | 14 | 14 | 0.01% | 0.04% | 0.06% | Q4 2013 | Q1 2017 | 14 |
MSI Financial Services Inc | 8 | 6 | 0.02% | 0.11% | 0.26% | Q2 2013 | Q4 2016 | 14 |
55I, LLC | 13 | 13 | 0.04% | 0.16% | 0.55% | Q3 2019 | Q3 2022 | 13 |
SeaCrest Wealth Management, LLC | 7 | 6 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 13 |
MinichMacGregor Wealth Management, LLC | 12 | 1 | 0.01% | 0.01% | 0.03% | Q4 2015 | Q4 2022 | 13 |
Caprock Group, LLC | 8 | 1 | 0.04% | 0.05% | 0.06% | Q4 2017 | Q4 2022 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.13% | 0.21% | 0.30% | Q3 2020 | Q3 2023 | 13 |
Greenline Partners, LLC | 12 | 1 | 0.00% | 0.22% | 0.78% | Q2 2020 | Q3 2023 | 13 |
PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 13 | 13 | 0.02% | 0.02% | 0.03% | Q1 2018 | Q1 2021 | 13 |
AMG National Trust Bank | 8 | 5 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 13 |
QUEST CAPITAL MANAGEMENT INC /ADV | 13 | 13 | 0.11% | 0.27% | 0.38% | Q4 2018 | Q4 2021 | 13 |
SouthState Corp | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
FIDUCIARY TRUST CO | 12 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 13 |
FOUNDERS FINANCIAL SECURITIES LLC | 13 | 13 | 0.04% | 0.09% | 0.23% | Q3 2020 | Q3 2023 | 13 |
VSR Financial Services, Inc. | 13 | 13 | 0.06% | 0.16% | 0.63% | Q2 2013 | Q2 2016 | 13 |
PARK AVENUE SECURITIES LLC | 5 | 3 | 0.01% | 0.10% | 0.43% | Q1 2017 | Q1 2021 | 13 |
Financial Architects, Inc | 13 | 13 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q2 2019 | 13 |
Kovitz Investment Group Partners, LLC | 13 | 13 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q1 2023 | 13 |
IBERIABANK CORP | 13 | 13 | 0.03% | 0.04% | 0.07% | Q1 2017 | Q1 2020 | 13 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.14% | 0.17% | 0.19% | Q4 2019 | Q3 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.06% | 0.11% | 0.20% | Q3 2020 | Q3 2023 | 13 |
Principle Wealth Partners LLC | 12 | 1 | 0.00% | 0.07% | 0.08% | Q2 2020 | Q3 2023 | 13 |
Ancora Advisors LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Invst, LLC | 4 | 1 | 0.04% | 1.89% | 3.33% | Q4 2018 | Q2 2023 | 13 |
Global Trust Asset Management, LLC | 9 | 4 | 0.10% | 0.25% | 0.60% | Q1 2019 | Q3 2023 | 13 |
Faithward Advisors, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2022 | 13 |
Carolina Wealth Advisors, LLC | 12 | 12 | 0.03% | 0.03% | 0.04% | Q4 2019 | Q3 2022 | 12 |
EXCHANGE TRADED CONCEPTS, LLC | 9 | 1 | 0.02% | 0.51% | 2.82% | Q2 2020 | Q3 2023 | 12 |
StoneX Group Inc. | 9 | 3 | 0.08% | 0.29% | 0.94% | Q4 2019 | Q3 2023 | 12 |
WNY Asset Management, LLC | 12 | 12 | 0.20% | 1.24% | 2.62% | Q4 2020 | Q3 2023 | 12 |
RBA Wealth Management, LLC | 8 | 4 | 0.19% | 0.22% | 0.24% | Q1 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q1 2016 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.04% | 0.04% | 0.05% | Q4 2018 | Q3 2021 | 12 |
JONES FINANCIAL COMPANIES LLLP | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2018 | 12 |
Birchcreek Wealth Management, LLC | 12 | 12 | 0.51% | 0.73% | 0.99% | Q4 2020 | Q3 2023 | 12 |
Live Your Vision, LLC | 11 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q1 2019 | 12 |
Baker Ellis Asset Management LLC | 12 | 12 | 0.03% | 0.11% | 0.14% | Q4 2014 | Q3 2017 | 12 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 10 | 2 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2018 | 12 |
Private Ocean, LLC | 6 | 1 | 0.00% | 0.05% | 0.10% | Q3 2015 | Q3 2023 | 12 |
Williams Jones Wealth Management, LLC. | 10 | 2 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 12 |
TD Capital Management LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 12 |
Capital Asset Advisory Services LLC | 12 | 12 | 0.01% | 0.18% | 0.41% | Q4 2019 | Q3 2022 | 12 |
Sandy Spring Bank | 8 | 4 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 12 |
Voya Financial Advisors, Inc. | 10 | 2 | 0.03% | 0.04% | 0.05% | Q1 2015 | Q1 2021 | 12 |
DHJJ Financial Advisors, Ltd. | 12 | 12 | 0.77% | 0.86% | 0.95% | Q4 2020 | Q3 2023 | 12 |
MILLENNIUM MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 12 |
BANQUE PICTET & CIE SA | 8 | 4 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q3 2023 | 12 |
Ameritas Investment Company, LLC | 12 | 12 | 0.05% | 0.62% | 1.93% | Q4 2018 | Q3 2021 | 12 |
Proquility Private Wealth Partners, LLC | 12 | 12 | 0.76% | 1.45% | 2.08% | Q4 2020 | Q3 2023 | 12 |
Hillcrest Wealth Advisors - NY, LLC | 12 | 12 | 0.16% | 0.18% | 0.20% | Q4 2020 | Q3 2023 | 12 |
Independence Bank of Kentucky | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.24% | 0.26% | 0.29% | Q4 2020 | Q3 2023 | 12 |
Accel Wealth Management | 12 | 12 | 0.28% | 0.69% | 0.91% | Q4 2020 | Q3 2023 | 12 |
MEEDER ASSET MANAGEMENT INC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2022 | 12 |
CEERA INVESTMENTS, LLC | 11 | 11 | 0.13% | 0.19% | 0.25% | Q1 2021 | Q3 2023 | 11 |
Strategic Wealth Management Group, LLC | 11 | 11 | 4.00% | 6.03% | 8.68% | Q4 2018 | Q2 2021 | 11 |
IFG Advisory, LLC | 11 | 11 | 0.06% | 0.07% | 0.08% | Q4 2017 | Q2 2020 | 11 |
Prospera Financial Services Inc | 8 | 1 | 0.01% | 0.02% | 0.08% | Q3 2016 | Q3 2023 | 11 |
Winslow, Evans & Crocker, Inc. | 11 | 11 | 0.00% | 0.04% | 0.08% | Q4 2014 | Q2 2017 | 11 |
Sierra Capital LLC | 11 | 11 | 0.11% | 0.36% | 0.49% | Q1 2021 | Q3 2023 | 11 |
MONUMENTAL FINANCIAL GROUP INC. | 11 | 11 | 0.56% | 2.38% | 5.61% | Q1 2021 | Q3 2023 | 11 |
MATRIX PRIVATE CAPITAL GROUP LLC | 11 | 11 | 0.12% | 0.16% | 0.24% | Q4 2019 | Q2 2022 | 11 |
Dorsey & Whitney Trust CO LLC | 11 | 11 | 0.10% | 0.16% | 0.19% | Q1 2021 | Q3 2023 | 11 |
CT Financial Advisors LLC | 10 | 1 | 0.03% | 0.03% | 0.05% | Q1 2014 | Q1 2017 | 11 |
YorkBridge Wealth Partners, LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q2 2019 | 11 |
Charter Oak Capital Management, LLC | 7 | 4 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 11 |
COUNTRY TRUST BANK | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2019 | 11 |
tru Independence LLC | 9 | 1 | 0.14% | 0.22% | 0.26% | Q4 2019 | Q3 2023 | 11 |
IHT Wealth Management, LLC | 6 | 5 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 11 |
Addison Advisors LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
JANICZEK WEALTH MANAGEMENT, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
UBS ASSET MANAGEMENT AMERICAS INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2019 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
FIRST MANHATTAN CO. LLC. | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 11 |
TCI Wealth Advisors, Inc. | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q1 2023 | 11 |
United Asset Strategies, Inc. | 11 | 11 | 0.03% | 0.10% | 0.15% | Q4 2018 | Q2 2021 | 11 |
Spectrum Management Group, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 11 |
ALBION FINANCIAL GROUP /UT | 10 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 11 |
LifePlan Financial Group, Inc | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2020 | 11 |
One Day In July LLC | 11 | 11 | 0.09% | 0.14% | 0.19% | Q1 2021 | Q3 2023 | 11 |
PHILADELPHIA TRUST CO | 10 | 1 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 11 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 10 | 1 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 11 |
Founders Financial Alliance, LLC | 11 | 11 | 0.00% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Bradley & Co. Private Wealth Management, LLC | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
WINTRUST INVESTMENTS LLC | 9 | 2 | 0.06% | 0.61% | 1.02% | Q2 2016 | Q2 2019 | 11 |
Concord Wealth Partners | 7 | 4 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 11 |
BARCLAYS PLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 11 |
Koshinski Asset Management, Inc. | 11 | 11 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q3 2023 | 11 |
Axiom Financial Strategies, LLC | 6 | 5 | 0.28% | 1.35% | 1.89% | Q1 2020 | Q3 2023 | 11 |
CORBYN INVESTMENT MANAGEMENT INC/MD | 11 | 11 | 0.13% | 0.17% | 0.20% | Q4 2020 | Q2 2023 | 11 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
IVC Wealth Advisors LLC | 10 | 10 | 0.20% | 0.22% | 0.24% | Q2 2021 | Q3 2023 | 10 |
Clearstead Advisors, LLC | 8 | 2 | 0.00% | 0.04% | 0.10% | Q2 2020 | Q3 2023 | 10 |
Aevitas Wealth Management, Inc. | 8 | 2 | 0.06% | 0.41% | 0.55% | Q4 2018 | Q4 2021 | 10 |
SWMG, LLC | 6 | 4 | 0.16% | 0.46% | 0.75% | Q4 2020 | Q2 2023 | 10 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 6 | 4 | 0.41% | 0.67% | 0.95% | Q4 2020 | Q3 2023 | 10 |
Brick & Kyle, Associates | 10 | 10 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q1 2017 | 10 |
Annapolis Financial Services, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Integrated Wealth Concepts LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
SYM FINANCIAL Corp | 7 | 1 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 10 |
TRUSTCORE FINANCIAL SERVICES, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2021 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.10% | 0.18% | 0.22% | Q1 2021 | Q3 2023 | 10 |
Tranquilli Financial Advisor LLC | 6 | 4 | 1.19% | 2.77% | 3.81% | Q4 2020 | Q3 2023 | 10 |
Ausdal Financial Partners, Inc. | 7 | 1 | 0.01% | 0.20% | 0.60% | Q4 2015 | Q4 2019 | 10 |
MUFG Americas Holdings Corp | 5 | 2 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2022 | 10 |
NORTHSTAR ASSET MANAGEMENT Co LLC | 10 | 10 | 0.06% | 0.10% | 0.13% | Q2 2021 | Q3 2023 | 10 |
EPG Wealth Management LLC | 5 | 2 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 10 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 2 | 2 | 0.26% | 0.35% | 0.50% | Q2 2016 | Q3 2020 | 10 |
Armbruster Capital Management, Inc. | 8 | 2 | 0.10% | 0.19% | 0.31% | Q3 2019 | Q3 2023 | 10 |
SHELTON CAPITAL MANAGEMENT | 10 | 10 | 0.02% | 0.03% | 0.04% | Q3 2015 | Q4 2017 | 10 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 10 | 10 | 0.00% | 0.26% | 2.62% | Q2 2021 | Q3 2023 | 10 |
Ken Stern & Associates, Inc. | 10 | 10 | 0.18% | 0.22% | 0.25% | Q2 2016 | Q3 2018 | 10 |
Octavia Wealth Advisors, LLC | 9 | 1 | 0.04% | 0.44% | 2.13% | Q1 2021 | Q3 2023 | 10 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2015 | 10 |
Rikoon Group, LLC | 10 | 10 | 0.07% | 0.08% | 0.10% | Q3 2018 | Q4 2020 | 10 |
Pallas Capital Advisors LLC | 10 | 10 | 0.02% | 0.06% | 0.15% | Q2 2021 | Q3 2023 | 10 |
Tatro Capital, LLC | 10 | 10 | 3.17% | 4.16% | 6.27% | Q4 2019 | Q1 2022 | 10 |
Brinker Capital Investments, LLC | 6 | 1 | 0.00% | 0.13% | 0.27% | Q1 2014 | Q3 2019 | 10 |
CreativeOne Wealth, LLC | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Wellspring Financial Advisors, LLC | 10 | 10 | 0.36% | 0.74% | 1.00% | Q2 2021 | Q3 2023 | 10 |
COMERICA SECURITIES INC | 10 | 10 | 0.12% | 0.24% | 0.68% | Q3 2016 | Q4 2018 | 10 |
Wealthspire Advisors, LLC | 9 | 1 | 0.18% | 0.23% | 0.26% | Q1 2021 | Q3 2023 | 10 |
Farmers National Bank | 5 | 2 | 0.01% | 0.05% | 0.08% | Q2 2016 | Q2 2019 | 10 |
Omnia Family Wealth, LLC | 10 | 10 | 0.02% | 0.03% | 0.03% | Q4 2016 | Q1 2019 | 10 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 9 | 9 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q2 2022 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.01% | 0.09% | 0.20% | Q2 2013 | Q2 2015 | 9 |
American Money Management, LLC | 9 | 9 | 0.09% | 0.10% | 0.10% | Q3 2021 | Q3 2023 | 9 |
FARMERS & MERCHANTS INVESTMENTS INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
CENTRAL TRUST Co | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 9 |
Pinnacle Summer Investments, Inc. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 9 |
USAdvisors Wealth Management, LLC | 6 | 1 | 0.09% | 0.11% | 0.18% | Q4 2017 | Q1 2022 | 9 |
Avion Wealth | 9 | 9 | 0.00% | 0.03% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Elwood & Goetz Wealth Advisory Group, LLC | 9 | 9 | 4.81% | 6.12% | 7.34% | Q3 2021 | Q3 2023 | 9 |
Moloney Securities Asset Management, LLC | 9 | 9 | 0.08% | 0.14% | 0.19% | Q3 2021 | Q3 2023 | 9 |
Financial Advocates Investment Management | 9 | 9 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q1 2022 | 9 |
Integrated Wealth Management | 9 | 9 | 0.04% | 0.28% | 0.78% | Q1 2015 | Q1 2017 | 9 |
BOSTON FAMILY OFFICE LLC | 7 | 2 | 0.02% | 0.03% | 0.04% | Q2 2016 | Q1 2019 | 9 |
Foundations Investment Advisors, LLC | 6 | 1 | 0.01% | 0.42% | 3.41% | Q2 2020 | Q3 2023 | 9 |
1834 INVESTMENT ADVISORS CO | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2019 | 9 |
SONATA CAPITAL GROUP INC | 6 | 3 | 0.13% | 0.19% | 0.23% | Q3 2019 | Q4 2022 | 9 |
Curran Financial Partners, LLC | 5 | 4 | 1.14% | 2.22% | 3.04% | Q4 2020 | Q3 2023 | 9 |
Bremer Bank National Association | 9 | 9 | 0.08% | 0.11% | 0.12% | Q1 2019 | Q1 2021 | 9 |
COLLECTIVE FAMILY OFFICE LLC | 9 | 9 | 0.10% | 0.24% | 0.37% | Q4 2020 | Q4 2022 | 9 |
Orion Portfolio Solutions, LLC | 4 | 1 | 0.01% | 0.28% | 0.96% | Q4 2019 | Q3 2023 | 9 |
Brookstone Capital Management | 6 | 1 | 0.00% | 0.07% | 0.17% | Q2 2017 | Q3 2023 | 9 |
TRUST CO OF VERMONT | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
Johnson Financial Group, Inc. | 4 | 1 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2023 | 9 |
Qube Research & Technologies Ltd | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 9 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 9 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.00% | 0.08% | 0.20% | Q4 2016 | Q3 2023 | 9 |
MOTCO | 8 | 1 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q4 2018 | 9 |
Wealthfront Advisers LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Capital Bank & Trust Co | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2020 | 9 |
1832 Asset Management L.P. | 6 | 3 | 0.00% | 0.13% | 0.49% | Q2 2014 | Q1 2020 | 9 |
RE Dickinson Investment Advisors, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Strengthening Families & Communities, LLC | 8 | 8 | 0.75% | 1.71% | 2.26% | Q4 2021 | Q3 2023 | 8 |
Pariax, LLC | 8 | 8 | 3.04% | 4.48% | 7.82% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
ASSETMARK, INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 8 |
Cypress Capital, LLC | 4 | 4 | 0.15% | 0.35% | 0.62% | Q2 2020 | Q2 2022 | 8 |
Main Management ETF Advisors, LLC | 8 | 8 | 5.76% | 9.91% | 12.99% | Q4 2018 | Q3 2020 | 8 |
PGIM Custom Harvest LLC | 4 | 4 | 1.10% | 1.70% | 2.53% | Q4 2020 | Q3 2023 | 8 |
SELDON CAPITAL LP | 8 | 8 | 5.32% | 7.14% | 9.01% | Q4 2021 | Q3 2023 | 8 |
Grace Capital | 4 | 1 | 0.10% | 0.24% | 0.98% | Q1 2019 | Q3 2021 | 8 |
MAI Capital Management | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
MONEY CONCEPTS CAPITAL CORP | 6 | 2 | 0.00% | 0.14% | 0.84% | Q4 2020 | Q1 2023 | 8 |
HBK Sorce Advisory LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 8 | 8 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
EUDAIMONIA ADVISORS LLC | 8 | 8 | 0.30% | 0.93% | 1.46% | Q4 2021 | Q3 2023 | 8 |
COMERICA BANK | 7 | 1 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 8 |
Capital Directions Investment Advisors, LLC | 6 | 1 | 0.02% | 0.02% | 0.03% | Q4 2016 | Q1 2019 | 8 |
Bogart Wealth, LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 8 |
Mascoma Wealth Management LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Gladstone Institutional Advisory LLC | 8 | 8 | 0.08% | 0.10% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Filbrandt Wealth Management, LLC | 8 | 8 | 0.03% | 0.04% | 0.08% | Q4 2019 | Q3 2021 | 8 |
ST GERMAIN D J CO INC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q4 2023 | 8 |
Wagner Wealth Management, LLC | 6 | 2 | 0.03% | 0.04% | 0.05% | Q2 2018 | Q1 2022 | 8 |
Fortitude Advisory Group L.L.C. | 8 | 8 | 0.14% | 0.19% | 0.23% | Q4 2021 | Q3 2023 | 8 |
Key FInancial Inc | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
MONETARY MANAGEMENT GROUP INC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
FINANCIAL ADVISORY PARTNERS, LLC | 8 | 8 | 1.51% | 1.62% | 1.71% | Q4 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.08% | 0.09% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Taylor & Morgan Wealth Management, LLC | 8 | 8 | 0.17% | 0.22% | 0.24% | Q4 2021 | Q3 2023 | 8 |
Perigon Wealth Management, LLC | 7 | 1 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q4 2020 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
SFMG, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2022 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Main Management LLC | 8 | 8 | 2.32% | 3.51% | 4.52% | Q4 2018 | Q3 2020 | 8 |
Wealthspire Advisors, L.P. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2019 | 8 |
WFA Asset Management Corp | 8 | 8 | 0.01% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
NorthCrest Asset Manangement, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Renaissance Technologies | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2023 | 8 |
Praetorian Wealth Management, Inc. | 5 | 3 | 0.10% | 0.18% | 0.27% | Q3 2020 | Q4 2022 | 8 |
BROWN BROTHERS HARRIMAN & CO | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 8 |
Perfromance Wealth Partners, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
MARYLAND CAPITAL ADVISORS INC. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.03% | 0.61% | 2.27% | Q4 2021 | Q3 2023 | 8 |
Virtu KCG Holdings LLC | 6 | 1 | 0.01% | 0.02% | 0.05% | Q4 2013 | Q4 2016 | 8 |
Pinnacle Financial Group, LLC / IL | 8 | 8 | 0.24% | 0.31% | 0.40% | Q4 2021 | Q3 2023 | 8 |
Marion Wealth Management | 8 | 8 | 0.31% | 0.33% | 0.36% | Q4 2021 | Q3 2023 | 8 |
NCM Capital Management, LLC | 8 | 8 | 0.37% | 0.41% | 0.53% | Q4 2021 | Q3 2023 | 8 |
Activest Wealth Management | 8 | 8 | 0.01% | 0.03% | 0.11% | Q1 2021 | Q4 2022 | 8 |
Houlihan Financial Resource Group, Ltd. | 5 | 1 | 0.82% | 1.09% | 2.16% | Q4 2019 | Q3 2023 | 8 |
SP Asset Management | 8 | 8 | 0.02% | 0.04% | 0.05% | Q3 2020 | Q2 2022 | 8 |
Disciplined Investments, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
Keystone Wealth Services, LLC | 8 | 8 | 0.09% | 0.11% | 0.14% | Q4 2021 | Q3 2023 | 8 |
MATHER GROUP, LLC. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
BCM ADVISORS, LLC | 7 | 7 | 0.05% | 8.44% | 12.32% | Q1 2022 | Q3 2023 | 7 |
XPONANCE, INC. | 7 | 7 | 0.22% | 3.21% | 9.72% | Q1 2016 | Q3 2017 | 7 |
SILVER OAK SECURITIES, INCORPORATED | 7 | 7 | 0.05% | 0.06% | 0.09% | Q1 2022 | Q3 2023 | 7 |
STOCK YARDS BANK & TRUST CO | 4 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2023 | 7 |
SEI INVESTMENTS CO | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2018 | 7 |
SALEM INVESTMENT COUNSELORS INC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
SVB WEALTH LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2021 | 7 |
Ten Capital Wealth Advisors, LLC | 4 | 3 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 7 |
Spinnaker Investment Group, LLC | 7 | 7 | 0.08% | 0.37% | 0.49% | Q1 2022 | Q3 2023 | 7 |
Compass Advisory Group LLC | 7 | 7 | 0.15% | 0.23% | 0.27% | Q1 2022 | Q3 2023 | 7 |
NICOLET ADVISORY SERVICES, LLC | 5 | 2 | 0.03% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 7 |
Autumn Glory Partners, LLC | 6 | 1 | 0.12% | 0.16% | 0.20% | Q4 2021 | Q3 2023 | 7 |
FirstPurpose Wealth LLC | 5 | 2 | 0.12% | 0.16% | 0.26% | Q4 2021 | Q3 2023 | 7 |
RETIREMENT GUYS FORMULA LLC | 7 | 7 | 0.32% | 0.48% | 0.56% | Q1 2022 | Q3 2023 | 7 |
RB Capital Management, LLC | 7 | 7 | 0.01% | 0.54% | 0.68% | Q4 2016 | Q2 2018 | 7 |
Members Advisory Group LLC | 7 | 7 | 0.15% | 0.16% | 0.17% | Q1 2022 | Q3 2023 | 7 |
IndexIQ Advisors LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q2 2020 | 7 |
Visionary Wealth Advisors | 7 | 7 | 0.09% | 0.20% | 0.30% | Q1 2022 | Q3 2023 | 7 |
TIAA, FSB | 5 | 2 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q2 2023 | 7 |
CGN Advisors LLC | 4 | 3 | 0.03% | 0.05% | 0.07% | Q3 2021 | Q4 2023 | 7 |
PACIFIC SUN FINANCIAL CORP | 6 | 1 | 0.12% | 0.14% | 0.16% | Q3 2021 | Q2 2023 | 7 |
MTM Investment Management, LLC | 6 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q4 2022 | 7 |
Congress Wealth Management LLC / DE / | 7 | 7 | 0.01% | 0.04% | 0.06% | Q4 2021 | Q2 2023 | 7 |
Jackson, Grant Investment Advisers, Inc. | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 7 |
LVW Advisors, LLC | 6 | 1 | 0.05% | 0.08% | 0.10% | Q3 2018 | Q2 2020 | 7 |
Foresight Wealth Management, LLC | 7 | 7 | 0.08% | 0.15% | 0.20% | Q2 2019 | Q4 2020 | 7 |
Retirement Planning Co of New England, Inc. | 7 | 7 | 0.12% | 0.14% | 0.15% | Q4 2021 | Q2 2023 | 7 |
Strategies Wealth Advisors, LLC | 4 | 3 | 0.08% | 0.12% | 0.14% | Q4 2021 | Q3 2023 | 7 |
Lenox Wealth Advisors, LLC | 4 | 3 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q4 2020 | 7 |
RPg Family Wealth Advisory, LLC | 5 | 1 | 0.00% | 0.59% | 4.01% | Q2 2018 | Q1 2022 | 7 |
Kessler Investment Group, LLC | 6 | 1 | 0.11% | 0.24% | 1.05% | Q2 2013 | Q1 2015 | 7 |
Timber Hill LLC | 3 | 1 | 0.00% | 0.02% | 0.03% | Q2 2014 | Q2 2017 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.36% | 4.76% | 7.52% | Q1 2022 | Q3 2023 | 7 |
Ledyard National Bank | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2018 | 7 |
Waverly Advisors, LLC | 5 | 2 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q3 2015 | 7 |
Doyle Wealth Management | 3 | 1 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q2 2021 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.22% | 0.25% | 0.28% | Q4 2021 | Q3 2023 | 7 |
DSC Advisors, L.P. | 5 | 1 | 0.13% | 0.79% | 2.43% | Q4 2012 | Q2 2016 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.09% | 0.17% | 0.26% | Q1 2021 | Q4 2022 | 7 |
HORIZON BANCORP INC /IN/ | 4 | 1 | 0.08% | 0.25% | 0.43% | Q4 2019 | Q3 2023 | 7 |
Investors Capital Advisory Services | 7 | 7 | 0.04% | 0.05% | 0.05% | Q4 2014 | Q2 2016 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q4 2021 | 7 |
PRW Wealth Management LLC | 4 | 3 | 0.10% | 0.26% | 1.13% | Q4 2021 | Q3 2023 | 7 |
Bank of New Hampshire | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
GSB Wealth Management, LLC | 7 | 7 | 0.30% | 0.38% | 0.58% | Q1 2022 | Q3 2023 | 7 |
Canvas Wealth Advisors, LLC | 7 | 7 | 0.11% | 0.19% | 0.30% | Q1 2022 | Q3 2023 | 7 |
20/20 Capital Management, Inc. | 7 | 7 | 0.32% | 0.44% | 0.58% | Q4 2019 | Q2 2021 | 7 |
Allie Family Office LLC | 7 | 7 | 0.19% | 0.20% | 0.21% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.08% | 0.13% | 0.20% | Q1 2022 | Q3 2023 | 7 |
Avestar Capital, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2019 | 7 |
MGO ONE SEVEN LLC | 7 | 7 | 0.02% | 0.07% | 0.21% | Q1 2022 | Q3 2023 | 7 |
TCF National Bank | 7 | 7 | 0.04% | 0.04% | 0.05% | Q3 2019 | Q1 2021 | 7 |
JANUS HENDERSON GROUP PLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2019 | 7 |
BREMER TRUST NATIONAL ASSOCIATION | 7 | 7 | 0.08% | 0.11% | 0.12% | Q2 2017 | Q4 2018 | 7 |
BANK HAPOALIM BM | 5 | 2 | 1.00% | 1.18% | 1.50% | Q3 2021 | Q2 2023 | 7 |
Global Financial Private Capital, Inc | 7 | 7 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q1 2019 | 7 |
Hikari Power Ltd | 7 | 7 | 0.39% | 0.60% | 0.69% | Q2 2018 | Q4 2019 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Jaffetilchin Investment Partners, LLC | 7 | 7 | 0.03% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Blackston Financial Advisory Group, LLC | 7 | 7 | 6.49% | 7.20% | 7.91% | Q4 2021 | Q2 2023 | 7 |
Heritage Trust Co | 6 | 1 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q4 2018 | 7 |
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 4 | 3 | 0.09% | 0.15% | 0.17% | Q2 2020 | Q4 2022 | 7 |
Laurel Wealth Advisors, Inc. | 7 | 7 | 0.12% | 0.16% | 0.21% | Q2 2016 | Q4 2017 | 7 |
O'ROURKE & COMPANY, Inc | 6 | 1 | 0.14% | 0.29% | 0.35% | Q4 2021 | Q3 2023 | 7 |
HSBC HOLDINGS PLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 7 |
MONETA GROUP INVESTMENT ADVISORS LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 7 |
Lindbrook Capital, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 7 |
Focused Wealth Management, Inc | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2016 | 7 |
HOWE & RUSLING INC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 7 |
Hikari Tsushin, Inc. | 6 | 6 | 0.39% | 0.43% | 0.45% | Q3 2018 | Q4 2019 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Weitzel Financial Services, Inc. | 6 | 6 | 2.47% | 7.98% | 9.70% | Q2 2022 | Q3 2023 | 6 |
HRT FINANCIAL LP | 4 | 1 | 0.01% | 0.12% | 0.53% | Q1 2020 | Q3 2023 | 6 |
McCarthy Asset Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Bell Rock Capital LLC | 2 | 1 | 0.08% | 0.39% | 0.62% | Q4 2019 | Q3 2022 | 6 |
McNaughton Wealth Management, LLC | 3 | 3 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q2 2023 | 6 |
Berman Capital Advisors, LLC | 5 | 1 | 0.01% | 0.03% | 0.05% | Q4 2018 | Q2 2021 | 6 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 6 | 6 | 0.16% | 0.77% | 1.76% | Q1 2020 | Q2 2021 | 6 |
Advisors Preferred, LLC | 4 | 2 | 0.01% | 0.03% | 0.08% | Q3 2015 | Q1 2023 | 6 |
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC | 4 | 2 | 0.02% | 0.09% | 0.25% | Q4 2017 | Q1 2020 | 6 |
Partnervest Advisory Services LLC | 5 | 1 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q4 2019 | 6 |
One Charles Private Wealth Services, LLC | 6 | 6 | 0.14% | 0.18% | 0.27% | Q2 2022 | Q3 2023 | 6 |
ASPIRIANT, LLC | 6 | 6 | 0.03% | 0.04% | 0.06% | Q2 2016 | Q3 2017 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
INSPIRION WEALTH ADVISORS, LLC | 6 | 6 | 0.16% | 0.19% | 0.24% | Q2 2017 | Q3 2018 | 6 |
Safeguard Investment Advisory Group, LLC | 5 | 1 | 0.05% | 1.20% | 3.11% | Q4 2020 | Q3 2023 | 6 |
Mariner, LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 6 |
Stevard, LLC | 5 | 1 | 0.20% | 0.23% | 0.25% | Q1 2022 | Q3 2023 | 6 |
Diversified, LLC | 5 | 1 | 0.10% | 0.19% | 0.27% | Q4 2020 | Q3 2023 | 6 |
Segment Wealth Management, LLC | 6 | 6 | 0.45% | 0.53% | 0.58% | Q1 2016 | Q2 2017 | 6 |
TUCKER ASSET MANAGEMENT LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Joule Financial, LLC | 6 | 6 | 0.71% | 1.95% | 3.51% | Q2 2022 | Q3 2023 | 6 |
Family Capital Trust Co | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q3 2014 | 6 |
Banque Cantonale Vaudoise | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Ford Financial Group, LLC | 5 | 1 | 0.00% | 0.07% | 0.10% | Q2 2021 | Q4 2022 | 6 |
FUKOKU MUTUAL LIFE INSURANCE Co | 6 | 6 | 0.46% | 1.11% | 1.93% | Q3 2014 | Q4 2015 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.05% | 0.06% | 0.09% | Q2 2022 | Q3 2023 | 6 |
UBS AG | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2014 | 6 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 4 | 2 | 0.00% | 0.05% | 0.14% | Q4 2016 | Q3 2023 | 6 |
CVA Family Office, LLC | 6 | 6 | 0.06% | 0.20% | 0.25% | Q2 2022 | Q3 2023 | 6 |
Fortis Advisors, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q2 2021 | 6 |
Seven Springs Wealth Group, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 6 |
First Bancorp, Inc /ME/ | 6 | 6 | 0.58% | 0.61% | 0.66% | Q2 2022 | Q3 2023 | 6 |
Sound Income Strategies, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Antonetti Capital Management LLC | 6 | 6 | 0.08% | 0.13% | 0.31% | Q2 2013 | Q3 2014 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
CONSOLIDATED CAPITAL MANAGEMENT, LLC | 5 | 1 | 0.17% | 0.34% | 0.98% | Q4 2017 | Q3 2023 | 6 |
Checchi Capital Advisers, LLC | 6 | 6 | 0.04% | 0.05% | 0.07% | Q2 2022 | Q3 2023 | 6 |
TRANSATLANTIQUE PRIVATE WEALTH LLC | 6 | 6 | 0.44% | 0.65% | 0.78% | Q2 2022 | Q3 2023 | 6 |
B. Riley Wealth Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2015 | 6 |
Savant Capital, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
TAP Consulting, LLC | 6 | 6 | 0.12% | 1.00% | 3.00% | Q4 2020 | Q1 2022 | 6 |
WMG Financial Advisors, LLC | 6 | 6 | 0.19% | 0.20% | 0.22% | Q2 2022 | Q3 2023 | 6 |
Tradition Wealth Management, LLC | 6 | 6 | 0.01% | 0.06% | 0.08% | Q4 2020 | Q1 2022 | 6 |
GREENLEAF TRUST | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q3 2018 | 6 |
Legacy Financial Advisors, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 6 |
Atlas Private Wealth Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 6 |
BerganKDV Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 6 |
Stearns Financial Services Group | 3 | 3 | 0.01% | 0.04% | 0.07% | Q4 2015 | Q3 2020 | 6 |
Milestone Advisory Partners | 6 | 6 | 3.48% | 5.57% | 6.41% | Q2 2022 | Q3 2023 | 6 |
Lighthouse Financial Advisors, Inc. | 6 | 6 | 0.26% | 0.34% | 0.43% | Q4 2019 | Q1 2021 | 6 |
Eudaimonia Partners, LLC | 6 | 6 | 0.11% | 0.36% | 0.57% | Q2 2022 | Q3 2023 | 6 |
COMMUNITY BANK SYSTEM, INC. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Csenge Advisory Group | 6 | 6 | 0.03% | 0.04% | 0.06% | Q2 2022 | Q3 2023 | 6 |
BROWN ADVISORY INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 6 |
Inscription Capital, LLC | 5 | 1 | 0.04% | 0.06% | 0.08% | Q4 2020 | Q2 2022 | 6 |
Continuum Advisory, LLC | 5 | 5 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2023 | 5 |
Bangor Savings Bank | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Salomon & Ludwin, LLC | 4 | 1 | 0.03% | 0.08% | 0.10% | Q1 2020 | Q3 2023 | 5 |
IEQ CAPITAL, LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Ahrens Investment Partners LLC | 3 | 1 | 0.01% | 0.06% | 0.24% | Q4 2020 | Q1 2023 | 5 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2016 | 5 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 5 | 5 | 2.12% | 2.48% | 3.04% | Q4 2021 | Q4 2022 | 5 |
AXXCESS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.02% | 0.05% | 0.10% | Q4 2021 | Q2 2023 | 5 |
JMAC ENTERPRISES LLC | 5 | 5 | 0.49% | 0.55% | 0.59% | Q4 2021 | Q4 2022 | 5 |
GSA CAPITAL PARTNERS LLP | 3 | 2 | 0.07% | 0.15% | 0.26% | Q3 2021 | Q3 2023 | 5 |
FourThought Financial, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
Fort Point Capital Partners LLC | 5 | 5 | 0.31% | 0.48% | 0.63% | Q1 2022 | Q1 2023 | 5 |
Clarus Wealth Advisors | 5 | 5 | 0.05% | 0.07% | 0.12% | Q2 2018 | Q2 2019 | 5 |
CMC Financial Group | 3 | 2 | 0.26% | 1.91% | 3.92% | Q1 2019 | Q3 2022 | 5 |
Hudock, Inc. | 4 | 1 | 0.03% | 0.07% | 0.09% | Q4 2018 | Q3 2022 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q4 2022 | 5 |
Truvestments Capital LLC | 3 | 2 | 0.01% | 0.20% | 0.55% | Q2 2018 | Q3 2019 | 5 |
WESPAC Advisors, LLC | 5 | 5 | 0.80% | 1.02% | 1.24% | Q2 2013 | Q2 2014 | 5 |
Capital Advisory Group Advisory Services, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 5 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
EP Wealth Advisors, LLC | 4 | 1 | 0.01% | 0.02% | 0.09% | Q2 2022 | Q3 2023 | 5 |
SMITH, MOORE & CO. | 5 | 5 | 0.06% | 0.07% | 0.07% | Q3 2022 | Q3 2023 | 5 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5 | 5 | 0.34% | 0.37% | 0.40% | Q2 2018 | Q2 2019 | 5 |
H&H Retirement Design & Management INC | 5 | 5 | 0.43% | 0.53% | 0.64% | Q4 2021 | Q4 2022 | 5 |
Compass Financial Group, INC/SD | 5 | 5 | 22.02% | 25.34% | 29.00% | Q4 2022 | Q4 2023 | 5 |
Cable Hill Partners, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2017 | 5 |
BOYS ARNOLD & CO INC | 5 | 5 | 0.03% | 0.04% | 0.06% | Q4 2018 | Q4 2019 | 5 |
STARR INTERNATIONAL CO INC | 5 | 5 | 2.06% | 2.60% | 3.52% | Q1 2019 | Q1 2020 | 5 |
ARS Wealth Advisors, LLC | 5 | 5 | 0.09% | 0.29% | 0.42% | Q1 2017 | Q1 2018 | 5 |
FineMark National Bank & Trust | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2016 | 5 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q2 2023 | 5 |
Harrison & Co Wealth Management, LLC | 5 | 5 | 0.51% | 0.55% | 0.60% | Q4 2021 | Q4 2022 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q1 2015 | Q1 2016 | 5 |
ACG Wealth | 4 | 1 | 0.00% | 0.07% | 0.13% | Q1 2021 | Q2 2022 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
NORTHWEST WEALTH MANAGEMENT, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q1 2019 | 5 |
Cresset Asset Management, LLC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 5 |
Moisand Fitzgerald Tamayo, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
Madison Asset Management, LLC | 3 | 2 | 0.02% | 0.07% | 0.16% | Q2 2020 | Q1 2022 | 5 |
Sowell Financial Services LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 5 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 3 | 2 | 0.29% | 0.30% | 0.31% | Q4 2014 | Q2 2016 | 5 |
Harfst & Associates, Inc. | 3 | 2 | 0.01% | 0.04% | 0.08% | Q2 2015 | Q2 2017 | 5 |
VALLEY NATIONAL ADVISERS INC | 3 | 2 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 5 |
Jackson Hole Capital Partners, LLC | 5 | 5 | 0.04% | 0.04% | 0.06% | Q4 2018 | Q4 2019 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q4 2022 | 5 |
OXFORD FINANCIAL GROUP, LTD. LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 5 |
Vantage Investment Advisors, LLC | 5 | 5 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q4 2014 | 5 |
COMPASS FINANCIAL ADVISORS LLC | 5 | 5 | 0.32% | 0.36% | 0.38% | Q1 2022 | Q1 2023 | 5 |
American Financial Network Advisory Services LLC | 3 | 2 | 0.03% | 0.28% | 0.53% | Q3 2017 | Q3 2019 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
McClarren Financial Advisors, Inc. | 5 | 5 | 0.16% | 0.20% | 0.24% | Q3 2022 | Q3 2023 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.05% | 0.30% | 1.02% | Q4 2020 | Q4 2021 | 5 |
Rehmann Capital Advisory Group | 3 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2019 | 5 |
ESG Planning | 5 | 5 | 0.40% | 1.70% | 2.32% | Q1 2022 | Q1 2023 | 5 |
Syntal Capital Partners, LLC | 3 | 2 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q3 2015 | 5 |
Kinloch Capital, LLC | 4 | 1 | 0.02% | 0.73% | 1.45% | Q4 2020 | Q4 2022 | 5 |
MARSHALL WACE, LLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2023 | 5 |
Private Advisory Group LLC | 5 | 5 | 0.10% | 0.18% | 0.30% | Q3 2022 | Q3 2023 | 5 |
Walleye Trading LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2015 | 5 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2014 | 5 |
Heartwood Wealth Advisors LLC | 3 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q1 2023 | 5 |
PARK NATIONAL CORP /OH/ | 5 | 5 | 0.06% | 0.07% | 0.07% | Q4 2022 | Q4 2023 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Garden State Investment Advisory Services LLC | 4 | 4 | 0.40% | 1.28% | 2.51% | Q4 2022 | Q3 2023 | 4 |
FFG RETIREMENT ADVISORS LLC | 4 | 4 | 2.24% | 2.38% | 2.62% | Q4 2022 | Q3 2023 | 4 |
Arete Wealth Advisors, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q1 2023 | 4 |
Psagot Value Holdings Ltd. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q4 2016 | 4 |
Progressive Investment Management Corp | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Financial Gravity Asset Management, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 4 |
Lake Hills Wealth Management, LLC | 4 | 4 | 0.16% | 0.26% | 0.38% | Q4 2021 | Q3 2022 | 4 |
Cerity Partners LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Patten Group, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 4 |
NEW ENGLAND SECURITIES CORP /MA/ | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2014 | 4 |
Vertex Planning Partners, LLC | 4 | 4 | 0.12% | 0.14% | 0.15% | Q4 2022 | Q3 2023 | 4 |
BLACKROCK ADVISORS LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2015 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 3 | 1 | 0.12% | 0.62% | 2.12% | Q4 2013 | Q3 2020 | 4 |
Milestone Investment Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Fulcrum Capital LLC | 4 | 4 | 0.12% | 0.13% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Pension Partners, LLC | 3 | 1 | 2.34% | 3.14% | 3.99% | Q1 2016 | Q1 2017 | 4 |
NEIRG Wealth Management, LLC | 4 | 4 | 0.07% | 0.08% | 0.09% | Q4 2021 | Q3 2022 | 4 |
FinDec Wealth Services, Inc. | 4 | 4 | 0.16% | 1.28% | 4.41% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Parcion Private Wealth LLC | 4 | 4 | 0.04% | 1.03% | 2.07% | Q2 2022 | Q1 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
BALDWIN BROTHERS LLC/MA | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2018 | 4 |
Cordasco Financial Network | 2 | 2 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q4 2019 | 4 |
First Bank & Trust | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q1 2018 | 4 |
Glovista Investments LLC | 3 | 1 | 0.07% | 0.16% | 0.25% | Q2 2018 | Q4 2020 | 4 |
MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | 4 | 4 | 0.86% | 0.95% | 1.10% | Q4 2022 | Q3 2023 | 4 |
Betterment LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Argentus Capital Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.02% | Q3 2015 | Q2 2016 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.03% | 0.05% | 0.08% | Q4 2022 | Q3 2023 | 4 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 4 | 4 | 0.07% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 4 |
HBW ADVISORY SERVICES LLC | 2 | 1 | 0.05% | 0.29% | 0.58% | Q4 2019 | Q1 2022 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Retirement Planning Group, LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Mill Creek Capital Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Oxinas Partners Wealth Management LLC | 4 | 4 | 0.16% | 0.20% | 0.25% | Q4 2022 | Q3 2023 | 4 |
Venturi Wealth Management, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 4 |
CIC Wealth, LLC | 4 | 4 | 0.97% | 1.06% | 1.20% | Q4 2022 | Q3 2023 | 4 |
KMS FINANCIAL SERVICES, INC | 4 | 4 | 0.07% | 0.12% | 0.15% | Q4 2013 | Q3 2014 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Select Asset Management & Trust | 4 | 4 | 2.46% | 3.30% | 4.84% | Q4 2022 | Q3 2023 | 4 |
Polaris Wealth Advisory Group, LLC | 2 | 2 | 0.00% | 0.03% | 0.06% | Q2 2017 | Q2 2018 | 4 |
Phoenix Holdings Ltd. | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 2 | 1 | 0.21% | 0.24% | 0.29% | Q2 2022 | Q3 2023 | 4 |
Your Advocates Ltd., LLP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
BlackRock Institutional Trust Company, N.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 4 |
Homrich & Berg | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Halpern Financial, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2022 | 4 |
Capital Planning Advisors, LLC | 4 | 4 | 0.53% | 0.64% | 0.84% | Q4 2014 | Q3 2015 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
EDMOND DE ROTHSCHILD PRIVATE MERCHANT BANKING LLP | 4 | 4 | 13.23% | 23.77% | 37.81% | Q4 2015 | Q3 2016 | 4 |
Essential Planning, LLC. | 4 | 4 | 0.14% | 0.20% | 0.31% | Q4 2022 | Q3 2023 | 4 |
Truepoint, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Apexium Financial, LP | 3 | 1 | 0.02% | 0.09% | 0.29% | Q1 2020 | Q3 2023 | 4 |
Costello Asset Management, INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2021 | 4 |
St. Johns Investment Management Company, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q4 2014 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.49% | 0.60% | 0.77% | Q1 2019 | Q1 2020 | 4 |
Sharper & Granite LLC | 4 | 4 | 2.93% | 3.43% | 4.03% | Q4 2022 | Q3 2023 | 4 |
Balentine LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 4 |
Prime Capital Investment Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2023 | 4 |
Mirae Asset Global Investments Co., Ltd. | 3 | 1 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q1 2016 | 4 |
Ionic Capital Management LLC | 3 | 3 | 0.01% | 0.55% | 1.00% | Q2 2015 | Q4 2015 | 4 |
CORA CAPITAL ADVISORS LLC | 4 | 4 | 0.39% | 0.44% | 0.48% | Q4 2022 | Q3 2023 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
CAMBRIDGE TRUST CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Ascent Group, LLC | 2 | 2 | 0.16% | 0.31% | 0.48% | Q4 2021 | Q1 2023 | 4 |
Spruce Investment Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2017 | 4 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 4 | 4 | 9.30% | 10.99% | 12.21% | Q1 2016 | Q4 2016 | 4 |
Nadler Financial Group, Inc. | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
WealthShield Partners, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2020 | 4 |
Capital Investment Advisory Services, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2022 | 4 |
Sanctuary Wealth Management, L.L.C. | 2 | 1 | 0.00% | 0.25% | 0.73% | Q1 2010 | Q3 2023 | 4 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4 | 4 | 0.06% | 0.07% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Realta Investment Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
NEW YORK STATE COMMON RETIREMENT FUND | 4 | 4 | 0.01% | 0.02% | 0.04% | Q1 2016 | Q4 2016 | 4 |
Yellowstone Partners, LLC | 4 | 4 | 0.11% | 0.15% | 0.24% | Q2 2015 | Q1 2016 | 4 |
People's United Financial, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
CIBC Private Wealth Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 4 |
NOVARE CAPITAL MANAGEMENT LLC | 4 | 4 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Providence Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 3 |
Wilson & Boucher Capital Management, LLC | 3 | 3 | 0.51% | 0.52% | 0.54% | Q1 2023 | Q3 2023 | 3 |
MBM Wealth Consultants, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Western Pacific Wealth Management, LP | 3 | 3 | 0.13% | 0.15% | 0.18% | Q4 2021 | Q2 2022 | 3 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2019 | 3 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.06% | 0.08% | 0.11% | Q1 2021 | Q3 2023 | 3 |
David Kennon Inc | 3 | 3 | 1.84% | 1.87% | 1.89% | Q1 2023 | Q3 2023 | 3 |
Goldstein Munger & Associates | 3 | 3 | 0.33% | 0.78% | 1.02% | Q2 2020 | Q4 2020 | 3 |
First Heartland Consultants, Inc. | 2 | 1 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q4 2020 | 3 |
BCK CAPITAL MANAGEMENT LP | 3 | 3 | 0.26% | 0.38% | 0.47% | Q1 2023 | Q3 2023 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.20% | 0.52% | 0.90% | Q4 2020 | Q2 2023 | 3 |
Glassman Wealth Services | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q3 2016 | 3 |
Aptus Capital Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
ATWOOD & PALMER INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Capital Advisors Wealth Management, LLC | 3 | 3 | 0.47% | 0.70% | 0.89% | Q3 2022 | Q1 2023 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 1.15% | 1.47% | 1.99% | Q1 2023 | Q3 2023 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
PROFFITT & GOODSON INC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 3 |
Itau Unibanco Holding S.A. | 3 | 3 | 0.07% | 0.10% | 0.12% | Q3 2016 | Q1 2017 | 3 |
L.M. KOHN & COMPANY | 3 | 3 | 0.17% | 0.18% | 0.19% | Q1 2022 | Q3 2022 | 3 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
LAKE STREET PRIVATE WEALTH, LLC | 2 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q2 2023 | 3 |
SWEENEY & MICHEL, LLC | 3 | 3 | 0.49% | 0.51% | 0.52% | Q1 2023 | Q3 2023 | 3 |
Professional Financial Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
JACKSON SQUARE CAPITAL, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
GREAT VALLEY ADVISOR GROUP, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
BIVIN & ASSOCIATES, INC. | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q2 2022 | 3 |
Midwest Financial Group LLC | 3 | 3 | 0.30% | 0.33% | 0.37% | Q1 2023 | Q3 2023 | 3 |
Financial Planning & Information Services, Inc. | 3 | 3 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q2 2023 | 3 |
MADISON INVESTMENT HOLDINGS INC | 3 | 3 | 0.07% | 0.16% | 0.22% | Q3 2018 | Q1 2019 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Strategic Financial Concepts, LLC | 3 | 3 | 0.09% | 0.10% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Thomas J. Herzfeld Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 3 |
GYL FINANCIAL SYNERGIES, LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Resurgent Financial Advisors LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Clal Insurance Enterprises Holdings Ltd | 3 | 3 | 0.16% | 0.16% | 0.17% | Q4 2014 | Q2 2015 | 3 |
CITIZENS FINANCIAL GROUP INC/RI | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q4 2021 | 3 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
WEALTHSOURCE PARTNERS, LLC | 3 | 3 | 0.04% | 0.07% | 0.08% | Q2 2019 | Q4 2019 | 3 |
Montecito Bank & Trust | 3 | 3 | 0.09% | 0.11% | 0.12% | Q2 2017 | Q4 2017 | 3 |
Ironsides Asset Advisors, LLC | 3 | 3 | 0.14% | 0.15% | 0.16% | Q2 2018 | Q4 2018 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.16% | 0.16% | 0.17% | Q1 2023 | Q3 2023 | 3 |
Allegis Investment Advisors, LLC | 3 | 3 | 0.11% | 0.14% | 0.15% | Q1 2016 | Q3 2016 | 3 |
TRANSCEND CAPITAL ADVISORS, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
Secure Asset Management, LLC | 2 | 1 | 0.06% | 0.08% | 0.11% | Q1 2022 | Q3 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.03% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 3 |
JFS WEALTH ADVISORS, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 3 |
AlphaStar Capital Management, LLC | 3 | 3 | 0.13% | 0.14% | 0.17% | Q4 2017 | Q2 2018 | 3 |
HARBOR INVESTMENT ADVISORY, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
Kelman-Lazarov, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q3 2016 | 3 |
RETIREMENT INCOME SOLUTIONS, INC | 2 | 1 | 0.06% | 0.13% | 0.22% | Q2 2022 | Q2 2023 | 3 |
RPG Investment Advisory, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Novak Financial Planning, LLC | 3 | 3 | 0.16% | 0.17% | 0.18% | Q4 2020 | Q2 2021 | 3 |
FundX Investment Group, LLC | 2 | 1 | 1.10% | 1.27% | 1.57% | Q1 2016 | Q1 2020 | 3 |
Midwest Professional Planners, LTD. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Apollon Wealth Management, LLC | 1 | 1 | 0.02% | 0.29% | 0.70% | Q2 2020 | Q2 2023 | 3 |
Narwhal Capital Management | 3 | 3 | 0.07% | 0.08% | 0.08% | Q2 2017 | Q4 2017 | 3 |
Kingsview Wealth Management, LLC | 3 | 3 | 0.18% | 0.21% | 0.24% | Q3 2018 | Q1 2019 | 3 |
MYCIO WEALTH PARTNERS, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.10% | 0.12% | 0.18% | Q1 2023 | Q3 2023 | 3 |
One Capital Management, LLC | 3 | 3 | 0.12% | 0.12% | 0.13% | Q2 2022 | Q4 2022 | 3 |
TOMPKINS FINANCIAL CORP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2023 | 3 |
Avalon Trust Co | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Lion Street Advisors, LLC | 3 | 3 | 0.15% | 0.17% | 0.21% | Q1 2023 | Q3 2023 | 3 |
Sterling Investment Advisors, Ltd. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q4 2019 | 3 |
Smart Money Group LLC | 3 | 3 | 1.54% | 1.91% | 2.46% | Q1 2020 | Q3 2020 | 3 |
Alexandria Capital, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2017 | 3 |
Olistico Wealth, LLC | 3 | 3 | 0.40% | 0.42% | 0.45% | Q1 2023 | Q3 2023 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
NORTH STAR ASSET MANAGEMENT INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 3 |
Colonial River Wealth Management, LLC | 3 | 3 | 0.40% | 0.42% | 0.45% | Q1 2023 | Q3 2023 | 3 |
Petix & Botte Co | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q2 2023 | 3 |
Red Door Wealth Management, LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q2 2021 | 3 |
TIAA CREF TRUST CO FSB/MO | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q2 2016 | 3 |
Vigilant Capital Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q3 2015 | 3 |
Integrity Financial Corp /WA | 3 | 3 | 0.03% | 0.07% | 0.11% | Q1 2023 | Q3 2023 | 3 |
WP Advisors, LLC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q2 2018 | Q1 2019 | 3 |
High Falls Advisors, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2016 | 2 |
Acorn Wealth Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q2 2018 | 2 |
US FINANCIAL ADVISORS, LLC | 2 | 2 | 4.07% | 4.39% | 4.70% | Q1 2016 | Q2 2016 | 2 |
Sullivan, Bruyette, Speros & Blaney, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
PANORAMIC INVESTMENT ADVISORS, LLC | 1 | 1 | 0.25% | 0.27% | 0.29% | Q4 2022 | Q3 2023 | 2 |
MBA Advisors LLC | 2 | 2 | 1.15% | 1.55% | 1.94% | Q3 2022 | Q4 2022 | 2 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2020 | 2 |
Precision Wealth Strategies, LLC | 2 | 2 | 0.69% | 0.90% | 1.10% | Q4 2020 | Q1 2021 | 2 |
Quantitative Strategies, Inc. | 2 | 2 | 0.18% | 0.18% | 0.18% | Q2 2023 | Q3 2023 | 2 |
Virtue Capital Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q3 2022 | 2 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.17% | 0.37% | 0.58% | Q2 2015 | Q3 2017 | 2 |
Good Life Advisors, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q3 2018 | 2 |
USCA RIA LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2017 | Q3 2017 | 2 |
Invesco Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Catamount Wealth Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Stegent Equity Advisors, Inc. | 2 | 2 | 1.03% | 1.84% | 2.64% | Q1 2022 | Q2 2022 | 2 |
Hefty Wealth Partners | 1 | 1 | 0.03% | 0.36% | 0.70% | Q4 2015 | Q1 2018 | 2 |
FRANKLIN RESOURCES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 2 |
Systelligence, LLC | 2 | 2 | 1.43% | 2.32% | 3.22% | Q3 2023 | Q4 2023 | 2 |
Bellwether Advisors, LLC | 2 | 2 | 0.00% | 0.03% | 0.06% | Q4 2022 | Q1 2023 | 2 |
Perennial Investment Advisors, LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q1 2023 | Q2 2023 | 2 |
Hoover Financial Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Nan Shan Life Insurance Co., Ltd. | 1 | 1 | 0.10% | 0.11% | 0.11% | Q2 2018 | Q4 2018 | 2 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2022 | 2 |
BTS Asset Management, Inc. | 2 | 2 | 0.11% | 0.12% | 0.13% | Q1 2023 | Q2 2023 | 2 |
SCS Capital Management LLC | 2 | 2 | 0.48% | 0.59% | 0.70% | Q1 2017 | Q2 2017 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Sentinus, LLC | 2 | 2 | 0.18% | 0.19% | 0.19% | Q1 2023 | Q2 2023 | 2 |
U.S. Capital Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2018 | 2 |
DIVIDEND ASSETS CAPITAL, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Parsec Financial Management, Inc. | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2016 | Q4 2016 | 2 |
Idaho Trust Bank | 2 | 2 | 0.53% | 0.59% | 0.65% | Q2 2023 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Cribstone Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
GeoWealth Management, LLC | 1 | 1 | 0.01% | 0.05% | 0.09% | Q3 2020 | Q1 2022 | 2 |
NORTHSTAR WEALTH PARTNERS LLC | 2 | 2 | 0.11% | 0.16% | 0.22% | Q4 2018 | Q1 2019 | 2 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q4 2019 | 2 |
QCI ASSET MANAGEMENT INC/NY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2019 | 2 |
REGIONS FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Elm Partners Management LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 2 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Fiduciary Planning LLC | 2 | 2 | 0.02% | 3.98% | 7.94% | Q4 2020 | Q1 2021 | 2 |
Southern Farm Bureau Life Insurance | 2 | 2 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q2 2022 | 2 |
Safeguard Financial, LLC | 1 | 1 | 0.07% | 0.15% | 0.23% | Q4 2022 | Q2 2023 | 2 |
FISCHER INVESTMENT STRATEGIES, LLC | 2 | 2 | 0.86% | 0.87% | 0.87% | Q2 2023 | Q3 2023 | 2 |
ATTICUS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC | 2 | 2 | 0.27% | 0.28% | 0.30% | Q4 2019 | Q1 2020 | 2 |
Trexquant Investment LP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2020 | 2 |
Legacy Capital Wealth Partners, LLC | 2 | 2 | 1.23% | 1.27% | 1.30% | Q4 2020 | Q1 2021 | 2 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 2 |
SG3 Management, LLC | 1 | 1 | 0.04% | 0.18% | 0.32% | Q2 2019 | Q2 2019 | 2 |
Kavar Capital Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2014 | 2 |
JT Stratford LLC | 2 | 2 | 0.14% | 0.15% | 0.16% | Q1 2017 | Q2 2017 | 2 |
Foothills Asset Management, Ltd. | 2 | 2 | 0.57% | 0.59% | 0.61% | Q4 2017 | Q1 2018 | 2 |
TOWNSQUARE CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2023 | 2 |
TIEDEMANN ADVISORS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
McIlrath & Eck, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 1 | 1 | 0.19% | 0.25% | 0.30% | Q3 2015 | Q1 2016 | 2 |
SWS Partners | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Curtis Advisory Group, LLC | 2 | 2 | 6.35% | 6.49% | 6.62% | Q2 2022 | Q3 2022 | 2 |
Riverstone Advisors, LLC | 2 | 2 | 0.13% | 0.13% | 0.13% | Q1 2023 | Q2 2023 | 2 |
Navigation Wealth Management, Inc. | 2 | 2 | 0.22% | 0.23% | 0.24% | Q1 2021 | Q2 2021 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q4 2020 | 2 |
L2 Asset Management, LLC | 1 | 1 | 0.16% | 1.24% | 2.32% | Q4 2019 | Q4 2021 | 2 |
Oak Point Wealth Management | 2 | 2 | 0.05% | 0.22% | 0.38% | Q4 2017 | Q1 2018 | 2 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 2 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 2 | 2 | 0.38% | 0.40% | 0.42% | Q2 2016 | Q3 2016 | 2 |
ENTERPRISE FINANCIAL SERVICES CORP | 2 | 2 | 0.00% | 0.33% | 0.66% | Q3 2020 | Q4 2020 | 2 |
Davis Capital Management | 2 | 2 | 0.15% | 0.15% | 0.16% | Q1 2020 | Q2 2020 | 2 |
Ironwood Investment Counsel, LLC | 2 | 2 | 0.17% | 0.18% | 0.18% | Q3 2016 | Q4 2016 | 2 |
FDx Advisors, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q2 2019 | 2 |
Legacy Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q1 2015 | 2 |
Ayalon Insurance Comp Ltd. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q2 2015 | 2 |
Migdal Insurance & Financial Holdings Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Taikang Asset Management (Hong Kong) Co Ltd | 2 | 2 | 0.24% | 0.26% | 0.28% | Q4 2017 | Q1 2018 | 2 |
Bristol County Savings Bank | 2 | 2 | 1.68% | 1.76% | 1.83% | Q3 2017 | Q4 2017 | 2 |
OLD NATIONAL BANCORP /IN/ | 1 | 1 | 0.49% | 0.52% | 0.54% | Q4 2016 | Q4 2017 | 2 |
CABANA LLC | 1 | 1 | 4.17% | 6.12% | 8.08% | Q2 2020 | Q1 2022 | 2 |
Armor Investment Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q4 2020 | 2 |
GUYASUTA INVESTMENT ADVISORS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
AMP Capital Investors Ltd | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2017 | Q1 2017 | 1 |
Strategic Wealth Partners, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
ANGELES WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
United Community Bank | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Fullerton Fund Management Co Ltd. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Rainsberger Wealth Advisors, Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2022 | Q4 2022 | 1 |
Valmark Advisers, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Covington Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
SEGALL BRYANT & HAMILL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
F3Logic, LLC | 1 | 1 | 1.11% | 1.11% | 1.11% | Q3 2020 | Q3 2020 | 1 |
Community Bank, N.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
WealthTrust-Arizona, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2018 | Q4 2018 | 1 |
Fulcrum Equity Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Nalls Sherbakoff Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Compagnie Lombard Odier SCmA | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2017 | Q1 2017 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
COLONY GROUP LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
JOYN Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Kellett Wealth Advisors, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2023 | Q3 2023 | 1 |
Capital Advisors, Ltd. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
PEOPLES FINANCIAL SERVICES CORP. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
TORONTO DOMINION BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q4 2017 | 1 |
First Command Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
PIN OAK INVESTMENT ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 2.15% | 2.15% | 2.15% | Q4 2021 | Q4 2021 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
Vestpro Financial Partners, Inc. dba CPF Texas | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2018 | Q1 2018 | 1 |
Vident Investment Advisory, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2020 | Q1 2020 | 1 |
Crestwood Advisors Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
BHF Kleinwort Benson Group S.A. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2014 | Q1 2014 | 1 |
Legacy Financial Strategies, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2017 | Q4 2017 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Wealthgate Family Office, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Burt Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.81% | 0.81% | 0.81% | Q3 2016 | Q3 2016 | 1 |
SEAVIEW INVESTMENT MANAGERS LLC | 1 | 1 | 1.27% | 1.27% | 1.27% | Q2 2022 | Q2 2022 | 1 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2017 | Q3 2017 | 1 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
QUADRANT CAPITAL GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Prostatis Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Verus Financial Partners, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
Horizon Investments, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
WHITTIER TRUST CO OF NEVADA INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Sandy Cove Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
SP Asset Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
WILLIAMS JONES & ASSOCIATES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2022 | Q1 2022 | 1 |
BB&T INVESTMENT SERVICES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
MADDEN SECURITIES Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Insight Folios Inc | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2019 | Q4 2019 | 1 |
Joel Isaacson & Co., LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Cooper Financial Group | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2020 | Q4 2020 | 1 |
JTC Employer Solutions Trustee Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Beacon Financial Advisory LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2019 | Q4 2019 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
PINNACLE ASSOCIATES LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
PSI Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Bryn Mawr Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Bayesian Capital Management, LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Beaumont Financial Partners, LLC | 1 | 1 | 1.56% | 1.56% | 1.56% | Q2 2013 | Q2 2013 | 1 |
Marks Wealth, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
Pinnacle Wealth Management Advisory Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Godshalk Welsh Capital Management, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2014 | Q4 2014 | 1 |
East Coast Asset Management, LLC. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2018 | Q2 2018 | 1 |
VICUS CAPITAL | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2014 | Q3 2014 | 1 |
Lee Financial Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Carmel Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
RWA WEALTH PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
STAPP WEALTH MANAGEMENT, PLLC | 1 | 1 | 4.04% | 4.04% | 4.04% | Q2 2023 | Q2 2023 | 1 |
Coho Partners, Ltd. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
Polianta Ltd | 1 | 1 | 7.31% | 7.31% | 7.31% | Q1 2021 | Q1 2021 | 1 |
Miracle Mile Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Asset Management Group, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2020 | Q3 2020 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
RITHOLTZ WEALTH MANAGEMENT | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
DOLIVER ADVISORS, LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2019 | Q2 2019 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
HB Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
Lubar & Co., Inc | 1 | 1 | 1.49% | 1.49% | 1.49% | Q2 2015 | Q2 2015 | 1 |
Gleason Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Placemark Investments, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Greenhouse Wealth Management, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2020 | Q4 2020 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
STABLEFORD CAPITAL II LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2023 | Q1 2023 | 1 |
Mosaic Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
RELIANCE TRUST CO OF DELAWARE | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q3 2015 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Eagle Bay Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Financial Management Professionals, Inc. | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2022 | Q4 2022 | 1 |
CPWM, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
Claro Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q3 2023 | Q3 2023 | 1 |
OVERSEA-CHINESE BANKING Corp Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Meridian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
VALLEY FORGE ASSET MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Stonebridge Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Summit Place Financial Advisors, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2020 | Q3 2020 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Burleson & Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2016 | Q3 2016 | 1 |
Altshuler Shaham Ltd | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2020 | Q3 2020 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.72% | 0.72% | 0.72% | Q1 2019 | Q1 2019 | 1 |
Curi Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Greytown Advisors Inc. | 1 | 1 | 0.82% | 0.82% | 0.82% | Q3 2020 | Q3 2020 | 1 |
Financial & Tax Architects, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
Danda Trouve Investment Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
S.C. Financial Services, Inc. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2021 | Q4 2021 | 1 |
TWO SIGMA INVESTMENTS, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Hilltop Holdings Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
FNY Managed Accounts LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
HBK INVESTMENTS L P | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
INTEGRAL INVESTMENT ADVISORS, INC. | 1 | 1 | 2.62% | 2.62% | 2.62% | Q2 2022 | Q2 2022 | 1 |
ALESCO ADVISORS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Retireful, LLC | 1 | 1 | 0.80% | 0.80% | 0.80% | Q2 2023 | Q2 2023 | 1 |
First Command Bank | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Cavalier Investments, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2018 | Q1 2018 | 1 |
PACIFIC FINANCIAL GROUP INC | 1 | 1 | 0.98% | 0.98% | 0.98% | Q2 2014 | Q2 2014 | 1 |
RVW Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Connective Portfolio Management, LLC | 1 | 1 | 3.68% | 3.68% | 3.68% | Q4 2022 | Q4 2022 | 1 |
ADVISOR PARTNERS II, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Better Money Decisions, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
West Oak Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Fernwood Investment Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2019 | Q3 2019 | 1 |
LIBERTY WEALTH MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Stuart Chaussee & Associates, Inc. | 1 | 1 | 6.86% | 6.86% | 6.86% | Q1 2022 | Q1 2022 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Rosenberg Matthew Hamilton | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Aspire Private Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Strategic Capital Alternatives LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2015 | Q3 2015 | 1 |
VERUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Crewe Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BEAM WEALTH ADVISORS, INC. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2019 | Q4 2019 | 1 |
SkyOak Wealth, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2019 | Q4 2019 | 1 |
Tandem Wealth Advisors LLC | 1 | 1 | 1.51% | 1.51% | 1.51% | Q4 2022 | Q4 2022 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Fortune 45 LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2022 | Q1 2022 | 1 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Smith Affiliated Capital Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
U S GLOBAL INVESTORS INC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2019 | Q3 2019 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2018 | Q4 2018 | 1 |
STIFEL NICOLAUS & CO INC \MO\ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
TOTH FINANCIAL ADVISORY CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Guardian Wealth Management, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Campbell Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
ALLIANCEBERNSTEIN L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Nelson Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Weatherstone Capital Management | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2014 | Q2 2014 | 1 |
GoalVest Advisory LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
External links
This page lists all the filers that currently own VANGUARD WORLD FDS or have owned VANGUARD WORLD FDS in the past.