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 | 118 |
Cutler Group LLC / CA | 19 | 11 | 0.00% | 0.00% | 0.04% | Q4 2015 | Q3 2023 | 72 |
HUNTINGTON NATIONAL BANK | 29 | 1 | 0.00% | 0.00% | 0.03% | Q1 2009 | Q3 2023 | 57 |
Citadel Advisors | 17 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 56 |
WOLVERINE TRADING, LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2022 | 45 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.04% | 0.16% | Q2 2013 | Q3 2023 | 44 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q3 2023 | 44 |
Regis Management CO LLC | 43 | 43 | 0.68% | 2.34% | 5.75% | Q1 2013 | Q3 2023 | 43 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 43 |
Freedom Investment Management, Inc. | 43 | 43 | 0.03% | 0.36% | 1.89% | Q1 2013 | Q3 2023 | 43 |
Veritable, L.P. | 43 | 43 | 0.08% | 0.21% | 0.58% | Q4 2012 | Q2 2023 | 43 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 43 |
FIRST FINANCIAL CORP /IN/ | 42 | 42 | 0.00% | 0.33% | 0.81% | Q2 2013 | Q3 2023 | 42 |
GOLDMAN SACHS GROUP INC | 39 | 3 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.04% | 0.06% | 0.09% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Creative Planning | 42 | 42 | 0.00% | 0.86% | 3.27% | Q2 2013 | Q3 2023 | 42 |
Asset Management Group, Inc. | 42 | 42 | 0.13% | 0.71% | 1.77% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.02% | 0.11% | 0.27% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.02% | 0.06% | 0.20% | Q2 2013 | Q3 2023 | 42 |
Valmark Advisers, Inc. | 42 | 42 | 0.01% | 0.37% | 0.70% | Q2 2013 | Q3 2023 | 42 |
Ancora Advisors LLC | 42 | 42 | 0.00% | 0.39% | 1.23% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Focused Wealth Management, Inc | 41 | 41 | 0.00% | 0.19% | 1.20% | Q3 2013 | Q3 2023 | 41 |
JANE STREET GROUP, LLC | 11 | 1 | 0.00% | 0.01% | 0.06% | Q3 2014 | Q2 2023 | 41 |
D.A. DAVIDSON & CO. | 34 | 7 | 0.00% | 0.03% | 0.14% | Q2 2013 | Q3 2023 | 41 |
BOKF, NA | 32 | 9 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 41 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 41 | 41 | 0.00% | 0.02% | 0.18% | Q3 2013 | Q3 2023 | 41 |
First Horizon Advisors, Inc. | 41 | 41 | 0.00% | 0.07% | 0.24% | Q3 2013 | Q3 2023 | 41 |
HighTower Advisors, LLC | 23 | 6 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 41 |
WBH ADVISORY INC | 38 | 3 | 0.09% | 0.35% | 1.18% | Q2 2013 | Q3 2023 | 41 |
Kistler-Tiffany Companies, LLC | 41 | 41 | 0.01% | 0.18% | 0.45% | Q2 2013 | Q2 2023 | 41 |
Private Advisor Group, LLC | 40 | 40 | 0.02% | 0.06% | 0.14% | Q4 2013 | Q3 2023 | 40 |
Beacon Capital Management, Inc. | 40 | 40 | 0.01% | 5.14% | 8.63% | Q4 2013 | Q3 2023 | 40 |
Cetera Advisor Networks LLC | 21 | 1 | 0.01% | 0.04% | 0.16% | Q1 2013 | Q3 2023 | 40 |
BAILARD, INC. | 18 | 9 | 0.01% | 0.20% | 0.68% | Q3 2013 | Q3 2023 | 39 |
GLENMEDE TRUST CO NA | 20 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 39 |
J.P. Morgan Private Wealth Advisors LLC | 39 | 39 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q3 2023 | 39 |
NORTHERN TRUST CORP | 28 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 38 |
B. Riley Wealth Advisors, Inc. | 27 | 11 | 0.01% | 0.07% | 0.22% | Q2 2013 | Q3 2023 | 38 |
RAYMOND JAMES & ASSOCIATES | 31 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 38 |
STIFEL FINANCIAL CORP | 38 | 38 | 0.00% | 0.02% | 0.06% | Q2 2014 | Q3 2023 | 38 |
Janney Montgomery Scott LLC | 29 | 9 | 0.01% | 0.02% | 0.06% | Q1 2014 | Q3 2023 | 38 |
DOWLING & YAHNKE LLC | 38 | 38 | 0.16% | 0.37% | 0.74% | Q2 2013 | Q3 2022 | 38 |
Ameritas Investment Partners, Inc. | 37 | 37 | 0.00% | 0.11% | 0.71% | Q3 2014 | Q3 2023 | 37 |
VANGUARD GROUP INC | 34 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.04% | 0.08% | Q4 2014 | Q3 2023 | 37 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 1 | 0.00% | 0.02% | 0.07% | Q3 2013 | Q3 2023 | 36 |
Callan Capital, LLC | 36 | 36 | 0.07% | 0.38% | 0.92% | Q4 2014 | Q3 2023 | 36 |
First Personal Financial Services | 36 | 36 | 0.04% | 0.22% | 0.87% | Q4 2014 | Q3 2023 | 36 |
M&T BANK CORP | 21 | 15 | 0.00% | 0.07% | 0.18% | Q3 2014 | Q3 2023 | 36 |
D'Orazio & Associates, Inc. | 32 | 4 | 0.01% | 3.18% | 11.36% | Q4 2013 | Q4 2022 | 36 |
Capital Directions Investment Advisors, LLC | 11 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2022 | 35 |
Northside Capital Management, LLC | 35 | 35 | 0.08% | 1.25% | 4.84% | Q1 2015 | Q3 2023 | 35 |
Allworth Financial LP | 35 | 35 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q3 2023 | 35 |
Family Firm, Inc. | 35 | 35 | 0.20% | 0.66% | 0.91% | Q1 2015 | Q3 2023 | 35 |
Cranbrook Wealth Management, LLC | 35 | 35 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q2 2023 | 35 |
JPMORGAN CHASE & CO | 33 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 35 |
TCI Wealth Advisors, Inc. | 35 | 35 | 0.01% | 0.13% | 0.55% | Q1 2015 | Q3 2023 | 35 |
FIDUCIARY TRUST CO | 16 | 4 | 0.01% | 0.03% | 0.09% | Q4 2013 | Q3 2023 | 34 |
Modera Wealth Management, LLC | 22 | 12 | 0.01% | 0.25% | 1.21% | Q2 2013 | Q3 2023 | 34 |
Baker Ellis Asset Management LLC | 27 | 7 | 0.12% | 1.39% | 3.29% | Q2 2013 | Q3 2023 | 34 |
FIRST MANHATTAN CO. LLC. | 34 | 34 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2023 | 34 |
CENTRAL TRUST Co | 27 | 7 | 0.00% | 0.01% | 0.14% | Q2 2013 | Q3 2023 | 34 |
CAPTRUST FINANCIAL ADVISORS | 26 | 1 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 34 |
Tower Research Capital LLC (TRC) | 15 | 1 | 0.00% | 0.16% | 1.36% | Q3 2013 | Q3 2023 | 34 |
Raymond James Financial Services Advisors, Inc. | 19 | 1 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 34 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 34 | 34 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q4 2022 | 34 |
Hudock, Inc. | 34 | 34 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2022 | 34 |
Bison Wealth, LLC | 32 | 32 | 0.00% | 0.78% | 3.61% | Q4 2015 | Q3 2023 | 33 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 29 | 3 | 0.01% | 0.03% | 0.06% | Q4 2014 | Q3 2023 | 32 |
BROWN ADVISORY INC | 19 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 32 |
Bank of New York Mellon Corp | 32 | 32 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 32 |
JOHNSON INVESTMENT COUNSEL INC | 32 | 32 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q3 2023 | 32 |
BLAIR WILLIAM & CO/IL | 23 | 9 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 32 |
BANK OF MONTREAL /CAN/ | 13 | 2 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 32 |
CWM, LLC | 24 | 8 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 32 |
Cetera Investment Advisers | 32 | 32 | 0.02% | 0.14% | 0.46% | Q4 2015 | Q3 2023 | 32 |
SYNOVUS FINANCIAL CORP | 32 | 32 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q3 2023 | 32 |
Carroll Financial Associates, Inc. | 29 | 1 | 0.00% | 0.01% | 0.13% | Q2 2013 | Q4 2021 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.03% | 0.17% | Q1 2016 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.02% | 0.09% | Q4 2015 | Q3 2023 | 31 |
Chevy Chase Trust Holdings, LLC | 19 | 12 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 31 |
Covington Capital Management | 21 | 1 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q3 2022 | 31 |
Homrich & Berg | 27 | 4 | 0.01% | 0.32% | 1.71% | Q2 2013 | Q3 2021 | 31 |
LifePlan Financial Group, Inc | 30 | 30 | 0.02% | 0.24% | 0.46% | Q2 2013 | Q3 2020 | 30 |
VALLEY NATIONAL ADVISERS INC | 14 | 1 | 0.00% | 0.03% | 0.09% | Q4 2014 | Q3 2023 | 30 |
NEXT Financial Group, Inc | 16 | 14 | 0.01% | 0.22% | 0.70% | Q2 2014 | Q4 2021 | 30 |
Capital Advisors, Ltd. LLC | 15 | 1 | 0.00% | 0.19% | 0.49% | Q4 2013 | Q3 2023 | 30 |
Jacobi Capital Management LLC | 30 | 30 | 0.00% | 0.03% | 0.05% | Q2 2016 | Q3 2023 | 30 |
Evanson Asset Management, LLC | 28 | 2 | 0.06% | 0.09% | 0.16% | Q2 2014 | Q3 2023 | 30 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.04% | 0.08% | 0.28% | Q2 2013 | Q3 2020 | 30 |
DEUTSCHE BANK AG\ | 23 | 6 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q4 2020 | 29 |
REILLY FINANCIAL ADVISORS, LLC | 28 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2021 | 29 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.04% | 0.12% | Q4 2016 | Q3 2023 | 28 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 28 | 28 | 0.09% | 0.27% | 0.82% | Q4 2016 | Q3 2023 | 28 |
Paradigm Financial Advisors, LLC | 24 | 1 | 0.07% | 0.73% | 1.45% | Q1 2014 | Q4 2021 | 28 |
Affiance Financial, LLC | 28 | 28 | 0.00% | 0.72% | 1.42% | Q4 2015 | Q3 2022 | 28 |
Personal Capital Advisors Corp | 28 | 28 | 0.02% | 0.09% | 0.12% | Q1 2016 | Q4 2022 | 28 |
FIFTH THIRD SECURITIES, INC. | 14 | 1 | 0.13% | 0.50% | 2.10% | Q1 2016 | Q3 2023 | 28 |
CUTLER INVESTMENT COUNSEL LLC | 16 | 1 | 0.04% | 0.08% | 0.18% | Q2 2013 | Q4 2022 | 28 |
AE Wealth Management LLC | 28 | 28 | 0.01% | 0.05% | 0.25% | Q4 2016 | Q3 2023 | 28 |
Simmons Bank | 16 | 12 | 0.02% | 0.04% | 0.09% | Q1 2016 | Q3 2023 | 28 |
Roble, Belko & Company, Inc | 15 | 13 | 0.00% | 0.02% | 0.03% | Q1 2015 | Q3 2023 | 28 |
Raab & Moskowitz Asset Management LLC | 16 | 11 | 0.10% | 0.38% | 0.94% | Q3 2016 | Q3 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.00% | 0.01% | 0.07% | Q4 2016 | Q3 2023 | 27 |
MYCIO WEALTH PARTNERS, LLC | 27 | 27 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q4 2019 | 27 |
Ledyard National Bank | 27 | 27 | 0.02% | 0.59% | 1.87% | Q2 2013 | Q4 2019 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.02% | 0.11% | 0.22% | Q2 2013 | Q4 2019 | 27 |
Advisory Services Network, LLC | 8 | 1 | 0.00% | 0.03% | 0.08% | Q4 2015 | Q3 2023 | 27 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 16 | 1 | 0.00% | 0.03% | 0.06% | Q2 2010 | Q3 2023 | 27 |
BALDWIN BROTHERS LLC/MA | 27 | 27 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q4 2019 | 27 |
MUFG Americas Holdings Corp | 23 | 2 | 0.00% | 0.01% | 0.02% | Q4 2010 | Q1 2019 | 27 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.01% | 0.03% | 0.06% | Q2 2017 | Q3 2023 | 26 |
Coastline Trust Co | 19 | 2 | 0.03% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 26 |
MASSMUTUAL TRUST CO FSB/ADV | 26 | 26 | 0.02% | 0.08% | 0.12% | Q3 2017 | Q4 2023 | 26 |
Grove Bank & Trust | 26 | 26 | 0.12% | 0.52% | 0.98% | Q2 2017 | Q3 2023 | 26 |
VPR Management LLC | 26 | 26 | 0.11% | 0.29% | 0.56% | Q2 2017 | Q3 2023 | 26 |
Anchor Investment Management, LLC | 26 | 26 | 0.00% | 0.08% | 0.39% | Q3 2017 | Q4 2023 | 26 |
Stratos Wealth Partners, LTD. | 12 | 1 | 0.01% | 0.03% | 0.06% | Q4 2014 | Q3 2023 | 26 |
STEPHENS INC /AR/ | 22 | 3 | 0.01% | 0.05% | 0.28% | Q2 2013 | Q3 2023 | 25 |
Berkeley Capital Partners, LLC | 11 | 3 | 0.18% | 2.08% | 5.46% | Q4 2015 | Q3 2023 | 25 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 14 | 11 | 0.00% | 0.02% | 0.17% | Q3 2016 | Q4 2022 | 25 |
Avior Wealth Management, LLC | 25 | 25 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 25 |
Valeo Financial Advisors, LLC | 25 | 25 | 0.04% | 0.07% | 0.13% | Q3 2017 | Q3 2023 | 25 |
S&CO INC | 25 | 25 | 0.10% | 0.33% | 0.66% | Q2 2013 | Q2 2019 | 25 |
McIlrath & Eck, LLC | 24 | 24 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q3 2023 | 24 |
M Holdings Securities, Inc. | 17 | 1 | 0.04% | 0.30% | 0.66% | Q3 2014 | Q1 2023 | 24 |
CONSOLIDATED CAPITAL MANAGEMENT, LLC | 13 | 11 | 1.34% | 3.59% | 9.34% | Q4 2016 | Q4 2022 | 24 |
JNBA Financial Advisors | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.03% | 0.12% | Q4 2017 | Q3 2023 | 24 |
Baird Financial Group, Inc. | 11 | 1 | 0.00% | 0.01% | 0.06% | Q2 2015 | Q3 2023 | 24 |
Northeast Financial Consultants Inc | 11 | 6 | 0.01% | 0.05% | 0.15% | Q4 2015 | Q3 2023 | 24 |
Gradient Investments LLC | 22 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 24 |
Atria Investments, Inc | 9 | 1 | 0.02% | 0.07% | 0.24% | Q3 2016 | Q3 2023 | 24 |
CENTAURUS FINANCIAL, INC. | 24 | 24 | 0.03% | 0.16% | 0.37% | Q4 2017 | Q3 2023 | 24 |
KCM INVESTMENT ADVISORS LLC | 23 | 1 | 0.02% | 0.23% | 0.71% | Q1 2014 | Q3 2023 | 24 |
First PREMIER Bank | 24 | 24 | 0.03% | 0.07% | 0.11% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.02% | 0.04% | 0.10% | Q4 2017 | Q3 2023 | 24 |
Snowden Capital Advisors LLC | 16 | 8 | 0.02% | 0.03% | 0.06% | Q3 2017 | Q3 2023 | 24 |
AXA S.A. | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2019 | 24 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 24 | 24 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 24 |
ATLAS CAPITAL ADVISORS LLC | 23 | 23 | 0.08% | 0.36% | 0.89% | Q1 2018 | Q3 2023 | 23 |
OPPENHEIMER & CO INC | 10 | 3 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 23 |
NewEdge Advisors, LLC | 23 | 23 | 0.02% | 0.04% | 0.11% | Q1 2018 | Q3 2023 | 23 |
DUBUQUE BANK & TRUST CO | 23 | 23 | 0.04% | 0.26% | 1.34% | Q2 2014 | Q4 2019 | 23 |
FCA CORP /TX | 13 | 1 | 0.08% | 0.31% | 0.71% | Q3 2015 | Q3 2023 | 23 |
M Financial Asset Management, Inc. | 23 | 23 | 4.54% | 7.59% | 14.97% | Q4 2017 | Q2 2023 | 23 |
Kovack Advisors, Inc. | 16 | 7 | 0.03% | 0.16% | 0.31% | Q1 2015 | Q3 2023 | 23 |
CMH Wealth Management LLC | 15 | 8 | 0.73% | 1.90% | 3.96% | Q1 2017 | Q3 2023 | 23 |
Sandy Spring Bank | 14 | 3 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 23 |
CALTON & ASSOCIATES, INC. | 23 | 23 | 0.08% | 0.43% | 0.91% | Q4 2017 | Q2 2023 | 23 |
FMR LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
SIGNATUREFD, LLC | 9 | 1 | 0.00% | 0.02% | 0.05% | Q2 2015 | Q3 2023 | 22 |
Pacific Center for Financial Services | 22 | 22 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q1 2022 | 22 |
Smith, Salley & Associates | 22 | 22 | 0.04% | 0.39% | 1.25% | Q2 2013 | Q3 2018 | 22 |
Cambridge Advisors Inc. | 22 | 22 | 0.06% | 0.13% | 0.22% | Q2 2018 | Q3 2023 | 22 |
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO | 22 | 22 | 0.42% | 2.75% | 8.74% | Q1 2014 | Q2 2019 | 22 |
Essex Financial Services, Inc. | 10 | 1 | 0.03% | 0.11% | 0.19% | Q1 2015 | Q3 2023 | 22 |
Koshinski Asset Management, Inc. | 13 | 2 | 0.04% | 0.09% | 0.18% | Q4 2017 | Q3 2023 | 22 |
Sigma Planning Corp | 12 | 1 | 0.02% | 0.04% | 0.09% | Q1 2015 | Q3 2023 | 22 |
Voya Financial Advisors, Inc. | 21 | 1 | 0.01% | 0.04% | 0.09% | Q2 2015 | Q1 2021 | 22 |
RAND WEALTH, LLC | 22 | 22 | 0.84% | 1.26% | 1.94% | Q2 2013 | Q3 2018 | 22 |
Steward Partners Investment Advisory, LLC | 18 | 3 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 21 |
SALEM INVESTMENT COUNSELORS INC | 18 | 3 | 0.00% | 0.03% | 0.12% | Q3 2016 | Q3 2023 | 21 |
TRUSTCORE FINANCIAL SERVICES, LLC | 21 | 21 | 0.00% | 0.01% | 0.05% | Q4 2017 | Q4 2022 | 21 |
Bray Capital Advisors | 20 | 1 | 0.02% | 0.28% | 1.00% | Q2 2015 | Q3 2023 | 21 |
Osborn Williams & Donohoe LLC | 21 | 21 | 0.03% | 0.09% | 0.16% | Q4 2014 | Q4 2019 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.04% | 0.15% | Q3 2018 | Q3 2023 | 21 |
EVERGREEN CAPITAL MANAGEMENT LLC | 21 | 21 | 0.04% | 0.41% | 0.78% | Q3 2018 | Q3 2023 | 21 |
Financial Architects, Inc | 14 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2019 | 21 |
Autus Asset Management, LLC | 12 | 1 | 0.03% | 0.07% | 0.21% | Q1 2017 | Q4 2022 | 21 |
Cetera Advisors LLC | 8 | 1 | 0.01% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.03% | 0.07% | Q4 2017 | Q3 2022 | 20 |
Whitnell & Co. | 20 | 20 | 0.10% | 0.70% | 1.21% | Q1 2015 | Q4 2019 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.00% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 20 |
ARGI Investment Services, LLC | 12 | 1 | 0.01% | 0.19% | 1.23% | Q4 2015 | Q4 2022 | 20 |
Vantage Investment Advisors, LLC | 20 | 20 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q3 2018 | 20 |
SHINE INVESTMENT ADVISORY SERVICES INC | 19 | 1 | 0.13% | 0.60% | 1.18% | Q3 2015 | Q3 2020 | 20 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.00% | 0.02% | 0.05% | Q3 2017 | Q3 2023 | 20 |
Global Strategic Investment Solutions, LLC | 20 | 20 | 0.06% | 0.23% | 0.45% | Q4 2018 | Q3 2023 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.02% | 0.07% | 0.12% | Q4 2018 | Q3 2023 | 20 |
SeaCrest Wealth Management, LLC | 14 | 6 | 0.00% | 0.18% | 0.64% | Q4 2017 | Q3 2023 | 20 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 16 | 4 | 0.01% | 0.03% | 0.04% | Q1 2016 | Q3 2023 | 20 |
Jackson Hole Capital Partners, LLC | 20 | 20 | 0.00% | 0.03% | 0.24% | Q4 2018 | Q3 2023 | 20 |
NOMURA ASSET MANAGEMENT CO LTD | 8 | 1 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q3 2023 | 20 |
Capital Investment Advisory Services, LLC | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Evolution Wealth Advisors, LLC | 20 | 20 | 0.05% | 0.35% | 0.96% | Q4 2018 | Q3 2023 | 20 |
RPg Family Wealth Advisory, LLC | 16 | 4 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q1 2022 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.02% | 0.04% | 0.11% | Q4 2018 | Q3 2023 | 20 |
Cornerstone Wealth Management, LLC | 13 | 1 | 0.03% | 0.08% | 0.24% | Q1 2016 | Q3 2023 | 20 |
Full Sail Capital, LLC | 20 | 20 | 0.22% | 0.39% | 1.00% | Q4 2018 | Q3 2023 | 20 |
Wealthfront Advisers LLC | 20 | 20 | 0.38% | 0.63% | 1.04% | Q4 2018 | Q3 2023 | 20 |
HOLLENCREST CAPITAL MANAGEMENT | 12 | 1 | 0.02% | 0.21% | 0.46% | Q2 2014 | Q3 2023 | 20 |
IndexIQ Advisors LLC | 9 | 3 | 0.00% | 0.02% | 0.09% | Q2 2016 | Q1 2022 | 19 |
Advisory Alpha, LLC | 10 | 1 | 0.00% | 0.17% | 1.16% | Q2 2015 | Q3 2020 | 19 |
Rockefeller Capital Management L.P. | 19 | 19 | 0.00% | 0.03% | 0.08% | Q1 2019 | Q3 2023 | 19 |
Advisors Capital Management, LLC | 11 | 8 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q3 2023 | 19 |
Institute for Wealth Management, LLC. | 11 | 1 | 0.00% | 0.46% | 3.27% | Q4 2013 | Q3 2023 | 19 |
Nan Shan Life Insurance Co., Ltd. | 19 | 19 | 0.07% | 0.14% | 0.35% | Q1 2015 | Q3 2019 | 19 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 19 | 19 | 0.07% | 0.10% | 0.13% | Q1 2019 | Q3 2023 | 19 |
WEALTHFRONT Corp | 19 | 19 | 0.00% | 1.45% | 2.26% | Q1 2014 | Q3 2018 | 19 |
Financial Gravity Asset Management, Inc. | 11 | 3 | 0.00% | 0.05% | 0.55% | Q1 2018 | Q2 2023 | 19 |
Smithfield Trust Co | 19 | 19 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2017 | 19 |
Archford Capital Strategies, LLC | 13 | 6 | 0.00% | 0.53% | 1.56% | Q1 2014 | Q2 2019 | 19 |
Ruggie Capital Group | 15 | 4 | 0.01% | 0.46% | 1.14% | Q4 2014 | Q3 2019 | 19 |
Summit Equities Inc | 19 | 19 | 2.45% | 3.53% | 5.92% | Q1 2014 | Q3 2018 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Wharton Business Group, LLC | 18 | 18 | 0.02% | 0.12% | 0.26% | Q4 2014 | Q1 2019 | 18 |
JAMES INVESTMENT RESEARCH INC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2023 | 18 |
FineMark National Bank & Trust | 15 | 3 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q2 2023 | 18 |
SOL Capital Management CO | 14 | 4 | 0.07% | 0.12% | 0.16% | Q4 2018 | Q3 2023 | 18 |
MILLENNIUM MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2023 | 18 |
Trinity Legacy Partners, LLC | 14 | 4 | 0.11% | 0.29% | 0.52% | Q1 2019 | Q3 2023 | 18 |
NORTHERN CAPITAL MANAGEMENT LLC | 13 | 5 | 0.12% | 0.42% | 0.61% | Q4 2013 | Q4 2018 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.06% | 0.10% | 0.15% | Q2 2013 | Q3 2017 | 18 |
Independence Advisors, LLC | 18 | 18 | 0.08% | 0.32% | 0.53% | Q2 2016 | Q3 2020 | 18 |
JONES FINANCIAL COMPANIES LLLP | 10 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 18 |
WP Advisors, LLC | 18 | 18 | 0.39% | 2.06% | 3.45% | Q4 2016 | Q1 2021 | 18 |
AlphaMark Advisors, LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2019 | 18 |
OneDigital Investment Advisors LLC | 8 | 5 | 0.00% | 0.02% | 0.03% | Q2 2017 | Q3 2023 | 18 |
Morningstar Investment Services LLC | 17 | 1 | 0.01% | 0.07% | 0.38% | Q4 2014 | Q1 2022 | 18 |
Waldron Private Wealth LLC | 17 | 1 | 0.03% | 0.11% | 0.20% | Q4 2015 | Q1 2023 | 18 |
NATIONAL PLANNING CORP | 18 | 18 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q3 2017 | 18 |
PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 15 | 1 | 0.02% | 0.04% | 0.05% | Q2 2016 | Q1 2021 | 17 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.00% | 0.03% | Q4 2014 | Q3 2023 | 17 |
Sargent Bickham Lagudis LLC | 15 | 2 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q1 2021 | 17 |
BlackRock Inc. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 17 |
IHT Wealth Management, LLC | 7 | 1 | 0.02% | 0.05% | 0.14% | Q4 2016 | Q3 2023 | 17 |
Alexandria Capital, LLC | 14 | 3 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2017 | 17 |
Main Management LLC | 15 | 1 | 0.01% | 2.15% | 4.01% | Q4 2015 | Q3 2023 | 17 |
WFG Advisors, LP | 17 | 17 | 0.00% | 0.06% | 0.18% | Q2 2013 | Q2 2017 | 17 |
BESSEMER GROUP INC | 11 | 1 | 0.00% | 0.06% | 0.24% | Q4 2015 | Q3 2023 | 17 |
Madden Advisory Services, Inc. | 14 | 3 | 0.02% | 0.38% | 0.75% | Q2 2014 | Q3 2018 | 17 |
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 13 | 4 | 0.17% | 1.79% | 4.94% | Q4 2014 | Q3 2023 | 17 |
Asset Planning Services, Ltd. | 11 | 6 | 0.01% | 0.02% | 0.02% | Q2 2015 | Q3 2019 | 17 |
Tranquility Partners, LLC | 15 | 2 | 0.20% | 0.27% | 0.35% | Q2 2019 | Q3 2023 | 17 |
Avion Wealth | 17 | 17 | 0.05% | 0.43% | 0.57% | Q3 2019 | Q3 2023 | 17 |
TRUST CO OF VERMONT | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 17 |
TAP Consulting, LLC | 10 | 1 | 0.24% | 1.07% | 2.46% | Q1 2019 | Q3 2023 | 17 |
VISTA INVESTMENT MANAGEMENT | 13 | 4 | 0.15% | 0.25% | 0.34% | Q4 2017 | Q3 2023 | 17 |
CAPE COD FIVE CENTS SAVINGS BANK | 12 | 5 | 0.04% | 0.07% | 0.15% | Q4 2018 | Q3 2023 | 17 |
Asset Dedication, LLC | 10 | 7 | 0.00% | 0.81% | 2.49% | Q1 2016 | Q3 2023 | 17 |
Certified Advisory Corp | 11 | 1 | 0.00% | 0.02% | 0.07% | Q4 2017 | Q3 2023 | 17 |
LEVEL FOUR ADVISORY SERVICES, LLC | 8 | 1 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q3 2023 | 17 |
EAGLE GLOBAL ADVISORS LLC | 17 | 17 | 0.01% | 0.02% | 0.06% | Q4 2015 | Q4 2019 | 17 |
Caprock Group, LLC | 15 | 1 | 0.05% | 0.27% | 0.92% | Q2 2015 | Q4 2019 | 17 |
Baystate Wealth Management LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2021 | 16 |
EVOKE WEALTH, LLC | 15 | 1 | 0.01% | 0.09% | 0.19% | Q3 2019 | Q3 2023 | 16 |
Segment Wealth Management, LLC | 8 | 8 | 0.02% | 0.05% | 0.06% | Q2 2017 | Q4 2022 | 16 |
FRANKLIN RESOURCES INC | 14 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 16 |
Wealthspire Advisors, L.P. | 16 | 16 | 0.02% | 0.08% | 0.14% | Q4 2015 | Q3 2019 | 16 |
Diligent Investors, LLC | 14 | 2 | 0.12% | 0.20% | 0.28% | Q1 2015 | Q2 2019 | 16 |
WEBSTER BANK, N. A. | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2020 | 16 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.12% | 0.47% | Q4 2016 | Q1 2023 | 16 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 5 | 1 | 0.01% | 0.04% | 0.15% | Q2 2015 | Q4 2022 | 16 |
CITIZENS FINANCIAL GROUP INC/RI | 11 | 1 | 0.01% | 0.03% | 0.06% | Q1 2019 | Q3 2023 | 16 |
Centered Wealth LLC dba Miller Equity Capital Advisors | 16 | 16 | 0.27% | 0.64% | 1.13% | Q4 2019 | Q3 2023 | 16 |
Walleye Trading LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2015 | 16 |
Community Bank, N.A. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2018 | 16 |
PROFFITT & GOODSON INC | 12 | 2 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 16 |
Disciplined Investments, LLC | 16 | 16 | 0.13% | 0.17% | 0.26% | Q4 2019 | Q3 2023 | 16 |
Elgethun Capital Management | 15 | 1 | 0.17% | 1.26% | 1.88% | Q4 2016 | Q3 2023 | 16 |
KEYBANK NATIONAL ASSOCIATION/OH | 8 | 1 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q4 2022 | 16 |
MATRIX PRIVATE CAPITAL GROUP LLC | 16 | 16 | 0.01% | 0.09% | 0.18% | Q4 2019 | Q3 2023 | 16 |
THRIVENT FINANCIAL FOR LUTHERANS | 12 | 4 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 16 |
INVESTMENT CENTERS OF AMERICA INC | 15 | 1 | 0.08% | 0.13% | 0.19% | Q3 2013 | Q3 2017 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Versant Capital Management, Inc | 16 | 16 | 0.18% | 0.25% | 0.39% | Q1 2020 | Q4 2023 | 16 |
FAS Wealth Partners, Inc. | 16 | 16 | 0.02% | 0.09% | 0.15% | Q4 2019 | Q3 2023 | 16 |
Dynamic Advisor Solutions LLC | 5 | 1 | 0.01% | 0.09% | 0.17% | Q4 2013 | Q3 2023 | 16 |
BB&T SECURITIES, LLC | 16 | 16 | 0.00% | 0.01% | 0.05% | Q4 2015 | Q3 2019 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.05% | 0.22% | 0.50% | Q4 2019 | Q3 2023 | 16 |
Larson Financial Group LLC | 14 | 2 | 0.01% | 0.01% | 0.04% | Q3 2019 | Q3 2023 | 16 |
Cribstone Capital Management, LLC | 14 | 2 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q4 2022 | 16 |
HIGH POINT BANK & TRUST CO | 15 | 15 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q4 2016 | 15 |
Western Wealth Management, LLC | 8 | 2 | 0.02% | 0.04% | 0.06% | Q4 2018 | Q3 2023 | 15 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 3 | 0.00% | 0.05% | 0.24% | Q2 2013 | Q2 2021 | 15 |
Prestige Wealth Management Group LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2022 | 15 |
Parkside Financial Bank & Trust | 15 | 15 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q1 2019 | 15 |
CAPITAL INSIGHT PARTNERS, LLC | 14 | 1 | 0.09% | 0.18% | 1.08% | Q4 2019 | Q3 2023 | 15 |
Firestone Capital Management | 8 | 7 | 0.03% | 0.07% | 0.10% | Q4 2019 | Q3 2023 | 15 |
Zuckerman Investment Group, LLC | 15 | 15 | 0.99% | 1.63% | 2.25% | Q1 2020 | Q3 2023 | 15 |
Greenline Partners, LLC | 15 | 15 | 0.02% | 0.70% | 1.92% | Q1 2020 | Q3 2023 | 15 |
Center for Financial Planning, Inc. | 15 | 15 | 0.07% | 0.12% | 0.17% | Q1 2020 | Q3 2023 | 15 |
MISSION WEALTH MANAGEMENT, LP | 11 | 1 | 0.02% | 0.07% | 0.28% | Q1 2016 | Q3 2023 | 15 |
Neuberger Berman Group LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Carmichael Hill & Associates, Inc. | 15 | 15 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Lee Financial Co | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
TRUST CO OF OKLAHOMA | 13 | 2 | 0.22% | 0.51% | 0.73% | Q4 2019 | Q3 2023 | 15 |
PrairieView Partners, LLC | 15 | 15 | 0.00% | 0.00% | 0.02% | Q1 2020 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.06% | 0.11% | Q2 2013 | Q4 2016 | 15 |
Gray Wealth Management Inc. | 15 | 15 | 0.21% | 0.71% | 1.30% | Q1 2020 | Q3 2023 | 15 |
Capital Advisory Group Advisory Services, LLC | 7 | 1 | 0.01% | 0.05% | 0.13% | Q1 2018 | Q1 2022 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.04% | 0.07% | 0.15% | Q1 2020 | Q3 2023 | 15 |
HHM Wealth Advisors, LLC | 15 | 15 | 0.01% | 0.03% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Patten Group, Inc. | 15 | 15 | 0.00% | 0.02% | 0.06% | Q2 2015 | Q4 2018 | 15 |
Retirement Group, LLC | 14 | 1 | 0.00% | 0.21% | 0.48% | Q4 2019 | Q3 2023 | 15 |
BRADLEY FOSTER & SARGENT INC/CT | 13 | 2 | 0.01% | 0.04% | 0.09% | Q4 2014 | Q3 2018 | 15 |
Salomon & Ludwin, LLC | 15 | 15 | 0.17% | 0.24% | 0.29% | Q1 2020 | Q3 2023 | 15 |
Tradewinds Capital Management, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Money Design Co.,Ltd. | 15 | 15 | 0.00% | 0.00% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.07% | 0.09% | 0.14% | Q2 2016 | Q4 2019 | 15 |
Roundview Capital LLC | 15 | 15 | 0.18% | 0.54% | 0.83% | Q1 2020 | Q3 2023 | 15 |
WESTPORT RESOURCES MANAGEMENT INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 14 |
Sound Income Strategies, LLC | 14 | 14 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q1 2021 | 14 |
Investors Research Corp | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
NORTH STAR ASSET MANAGEMENT INC | 14 | 14 | 0.06% | 0.10% | 0.14% | Q2 2020 | Q3 2023 | 14 |
KINGS POINT CAPITAL MANAGEMENT | 6 | 3 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2021 | 14 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2022 | 14 |
Cypress Wealth Services, LLC | 12 | 2 | 0.05% | 0.21% | 0.63% | Q1 2020 | Q3 2023 | 14 |
Texas Yale Capital Corp. | 8 | 1 | 0.01% | 0.03% | 0.06% | Q3 2013 | Q3 2023 | 14 |
CHARTIST INC /CA/ | 9 | 1 | 0.25% | 1.86% | 3.14% | Q2 2013 | Q1 2017 | 14 |
Sterling Investment Advisors, Ltd. | 14 | 14 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q1 2020 | 14 |
Manchester Capital Management LLC | 10 | 1 | 0.03% | 0.07% | 0.13% | Q1 2019 | Q3 2023 | 14 |
SG Americas Securities, LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2018 | 14 |
Concert Wealth Management Inc. | 14 | 14 | 0.05% | 0.08% | 0.13% | Q2 2013 | Q3 2016 | 14 |
Aptus Capital Advisors, LLC | 14 | 14 | 0.00% | 0.05% | 0.19% | Q2 2020 | Q3 2023 | 14 |
Estate Counselors, LLC | 13 | 1 | 0.52% | 1.09% | 2.61% | Q4 2015 | Q1 2023 | 14 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 11 | 3 | 0.01% | 0.07% | 0.30% | Q2 2013 | Q3 2023 | 14 |
CREDIT SUISSE AG/ | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2020 | 14 |
Farmers & Merchants Trust Co of Chambersburg PA | 8 | 6 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 14 |
PARSONS CAPITAL MANAGEMENT INC/RI | 10 | 1 | 0.00% | 0.04% | 0.06% | Q1 2015 | Q3 2023 | 14 |
AJ WEALTH STRATEGIES, LLC | 14 | 14 | 0.07% | 0.91% | 3.55% | Q1 2020 | Q2 2023 | 14 |
CVA Family Office, LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2023 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2022 | 14 |
Belpointe Asset Management LLC | 12 | 1 | 0.01% | 0.02% | 0.06% | Q4 2017 | Q1 2023 | 14 |
Clear Perspective Advisors, LLC | 13 | 1 | 0.12% | 0.71% | 1.23% | Q4 2016 | Q2 2020 | 14 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 14 | 14 | 0.00% | 0.01% | 0.07% | Q2 2020 | Q3 2023 | 14 |
HARBOR INVESTMENT ADVISORY, LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 14 |
Zions Bancorporation | 12 | 2 | 0.00% | 0.02% | 0.05% | Q1 2015 | Q3 2018 | 14 |
Alaska Permanent Fund Corp | 12 | 2 | 0.08% | 0.25% | 0.53% | Q1 2020 | Q3 2023 | 14 |
Investment Research & Advisory Group, Inc. | 14 | 14 | 0.13% | 0.23% | 0.32% | Q2 2020 | Q3 2023 | 14 |
Realta Investment Advisors | 7 | 2 | 0.00% | 0.12% | 0.21% | Q1 2019 | Q3 2023 | 13 |
FIRSTMERIT BANK N A TRUSTEE | 13 | 13 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q2 2016 | 13 |
Pflug Koory, LLC | 13 | 13 | 0.04% | 0.11% | 0.16% | Q2 2020 | Q2 2023 | 13 |
Fisher Asset Management, LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 13 |
Exchange Capital Management, Inc. | 13 | 13 | 0.01% | 0.79% | 1.36% | Q4 2016 | Q4 2019 | 13 |
Miracle Mile Advisors, LLC | 6 | 1 | 0.01% | 0.32% | 3.05% | Q1 2016 | Q2 2023 | 13 |
Carolina Wealth Advisors, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2022 | 13 |
GIRARD PARTNERS LTD. | 12 | 1 | 0.05% | 0.09% | 0.34% | Q4 2014 | Q3 2023 | 13 |
M&R CAPITAL MANAGEMENT INC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2019 | 13 |
RAYMOND JAMES TRUST N.A. | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Keudell/Morrison Wealth Management | 13 | 13 | 1.14% | 2.56% | 5.75% | Q3 2020 | Q3 2023 | 13 |
Arete Wealth Advisors, LLC | 10 | 3 | 0.02% | 0.04% | 0.07% | Q1 2019 | Q2 2023 | 13 |
Key FInancial Inc | 12 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 13 |
CHATHAM CAPITAL GROUP, INC. | 11 | 2 | 0.05% | 0.09% | 0.24% | Q1 2015 | Q3 2023 | 13 |
BURNEY CO/ | 9 | 2 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q1 2017 | 13 |
Kore Private Wealth LLC | 8 | 2 | 0.05% | 0.25% | 0.60% | Q4 2018 | Q3 2022 | 13 |
Meristem Family Wealth, LLC | 8 | 5 | 0.04% | 0.09% | 0.14% | Q1 2018 | Q1 2022 | 13 |
RiverFront Investment Group, LLC | 13 | 13 | 0.12% | 0.50% | 1.50% | Q4 2008 | Q4 2011 | 13 |
Stratos Wealth Advisors, LLC | 12 | 1 | 0.01% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 13 |
SCS Capital Management LLC | 5 | 1 | 0.01% | 0.88% | 4.14% | Q4 2014 | Q3 2023 | 13 |
Cedar Brook Financial Partners, LLC | 11 | 2 | 0.06% | 0.14% | 0.21% | Q1 2019 | Q3 2023 | 13 |
Garde Capital, Inc. | 12 | 1 | 0.03% | 0.12% | 0.26% | Q2 2020 | Q3 2023 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.01% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 13 |
WOODMONT INVESTMENT COUNSEL LLC | 9 | 1 | 0.03% | 0.11% | 0.23% | Q1 2014 | Q3 2020 | 13 |
MONTAG A & ASSOCIATES INC | 11 | 2 | 0.05% | 0.38% | 0.65% | Q1 2015 | Q3 2023 | 13 |
Allen Investment Management, LLC | 13 | 13 | 0.01% | 0.03% | 0.08% | Q2 2016 | Q2 2019 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.02% | 0.06% | 0.08% | Q3 2020 | Q3 2023 | 13 |
FLAGSHIP HARBOR ADVISORS, LLC | 11 | 2 | 0.00% | 0.05% | 0.16% | Q4 2016 | Q3 2020 | 13 |
COMERICA BANK | 6 | 1 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q3 2023 | 12 |
Birchcreek Wealth Management, LLC | 12 | 12 | 0.24% | 0.37% | 0.47% | Q4 2020 | Q3 2023 | 12 |
Capital Asset Advisory Services LLC | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2022 | 12 |
Blume Capital Management, Inc. | 12 | 12 | 0.08% | 0.11% | 0.14% | Q4 2020 | Q3 2023 | 12 |
GenTrust, LLC | 6 | 6 | 0.03% | 0.62% | 1.82% | Q4 2018 | Q4 2021 | 12 |
PDS Planning, Inc | 12 | 12 | 0.06% | 0.07% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Allied Investment Advisors, LLC | 12 | 12 | 0.50% | 4.24% | 6.79% | Q4 2017 | Q3 2020 | 12 |
Carlton Hofferkamp & Jenks Wealth Management, LLC | 12 | 12 | 0.23% | 0.27% | 0.33% | Q4 2015 | Q3 2018 | 12 |
Stokes & Hubbell Capital Management, LLC | 12 | 12 | 0.06% | 0.14% | 0.23% | Q4 2015 | Q3 2018 | 12 |
Newbridge Financial Services Group, Inc. | 8 | 4 | 0.00% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 12 |
COWA, LLC | 12 | 12 | 0.28% | 0.33% | 0.40% | Q4 2020 | Q3 2023 | 12 |
THOMPSON DAVIS & CO., INC. | 8 | 4 | 0.01% | 0.05% | 0.17% | Q4 2013 | Q3 2018 | 12 |
Harel Insurance Investments & Financial Services Ltd. | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q1 2023 | 12 |
SII INVESTMENTS INC/WI | 12 | 12 | 0.03% | 0.10% | 0.16% | Q1 2015 | Q4 2017 | 12 |
LOWE BROCKENBROUGH & CO INC | 12 | 12 | 0.10% | 0.13% | 0.19% | Q4 2020 | Q3 2023 | 12 |
MONETA GROUP INVESTMENT ADVISORS LLC | 11 | 1 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 12 |
Joel Isaacson & Co., LLC | 12 | 12 | 0.03% | 0.05% | 0.08% | Q1 2014 | Q4 2016 | 12 |
JANICZEK WEALTH MANAGEMENT, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q1 2023 | 12 |
Avidian Wealth Solutions, LLC | 12 | 12 | 0.02% | 0.29% | 0.58% | Q4 2020 | Q3 2023 | 12 |
IFG Advisory, LLC | 10 | 1 | 0.04% | 0.04% | 0.05% | Q3 2018 | Q3 2023 | 12 |
BDO Wealth Advisors, LLC | 10 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2023 | 12 |
Shilanski & Associates, Inc. | 8 | 4 | 1.58% | 1.97% | 2.58% | Q3 2020 | Q3 2023 | 12 |
Mascoma Wealth Management LLC | 8 | 4 | 0.00% | 0.06% | 0.20% | Q4 2016 | Q3 2023 | 12 |
MERCER GLOBAL ADVISORS INC /ADV | 11 | 1 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 12 |
Cerity Partners LLC | 12 | 12 | 0.00% | 0.01% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Private Wealth Advisors, LLC | 12 | 12 | 0.29% | 0.59% | 0.81% | Q4 2020 | Q3 2023 | 12 |
HRT FINANCIAL LP | 6 | 1 | 0.01% | 0.08% | 0.56% | Q2 2019 | Q2 2023 | 12 |
Heartwood Wealth Advisors LLC | 11 | 1 | 0.04% | 0.07% | 0.10% | Q4 2019 | Q3 2023 | 12 |
FIRST INTERSTATE BANK | 9 | 3 | 0.01% | 0.01% | 0.03% | Q3 2015 | Q3 2019 | 12 |
Renaissance Technologies | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 12 |
SITTNER & NELSON, LLC | 12 | 12 | 0.14% | 0.21% | 0.28% | Q4 2020 | Q3 2023 | 12 |
Graves Light Lenhart Wealth, Inc. | 12 | 12 | 0.07% | 0.10% | 0.13% | Q4 2020 | Q3 2023 | 12 |
Bogart Wealth, LLC | 11 | 1 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 12 |
Intellectus Partners, LLC | 11 | 1 | 0.00% | 0.07% | 0.11% | Q2 2017 | Q3 2023 | 12 |
Black Diamond Financial, LLC | 12 | 12 | 0.11% | 0.17% | 0.23% | Q4 2020 | Q3 2023 | 12 |
Accel Wealth Management | 12 | 12 | 0.03% | 0.72% | 2.50% | Q4 2020 | Q3 2023 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.02% | 0.09% | 0.19% | Q4 2018 | Q3 2021 | 12 |
LINCOLN NATIONAL CORP | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Proficio Capital Partners LLC | 12 | 12 | 0.01% | 0.03% | 0.06% | Q1 2016 | Q4 2018 | 12 |
Joseph P. Lucia & Associates, LLC | 6 | 2 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q2 2022 | 12 |
UBS ASSET MANAGEMENT AMERICAS INC | 11 | 1 | 0.00% | 0.01% | 0.07% | Q2 2016 | Q3 2019 | 12 |
Visionary Asset Management, Inc. | 9 | 3 | 0.18% | 0.85% | 1.10% | Q4 2014 | Q3 2018 | 12 |
PEAPACK GLADSTONE FINANCIAL CORP | 12 | 12 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Evercore Wealth Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2017 | 12 |
DB Wealth Management Group, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 12 | 12 | 0.06% | 0.07% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.05% | 0.07% | 0.09% | Q4 2020 | Q3 2023 | 12 |
Bridge Creek Capital Management LLC | 9 | 2 | 0.12% | 0.19% | 0.69% | Q4 2015 | Q3 2018 | 11 |
Cresset Asset Management, LLC | 8 | 1 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 11 |
BSW Wealth Partners | 11 | 11 | 0.06% | 0.08% | 0.10% | Q1 2021 | Q3 2023 | 11 |
HOLDERNESS INVESTMENTS CO | 11 | 11 | 0.10% | 0.22% | 0.34% | Q1 2021 | Q3 2023 | 11 |
Axiom Financial Strategies, LLC | 10 | 1 | 0.24% | 1.27% | 2.29% | Q1 2020 | Q3 2023 | 11 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 6 | 5 | 0.02% | 0.04% | 0.10% | Q4 2018 | Q3 2021 | 11 |
Main Management ETF Advisors, LLC | 11 | 11 | 5.44% | 7.36% | 9.49% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.02% | 0.10% | Q1 2021 | Q3 2023 | 11 |
Cutter & CO Brokerage, Inc. | 11 | 11 | 0.08% | 0.42% | 0.65% | Q1 2021 | Q3 2023 | 11 |
GUYASUTA INVESTMENT ADVISORS INC | 11 | 11 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
ATTICUS WEALTH MANAGEMENT, LLC | 8 | 1 | 0.02% | 0.22% | 0.42% | Q4 2019 | Q3 2023 | 11 |
TD Capital Management LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 11 |
Prime Capital Investment Advisors, LLC | 4 | 1 | 0.01% | 0.03% | 0.07% | Q4 2017 | Q3 2023 | 11 |
PRUDENTIAL FINANCIAL INC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
IVC Wealth Advisors LLC | 11 | 11 | 0.19% | 0.26% | 0.33% | Q1 2021 | Q3 2023 | 11 |
JFS WEALTH ADVISORS, LLC | 10 | 1 | 0.01% | 0.31% | 0.58% | Q4 2014 | Q2 2020 | 11 |
Brookstone Capital Management | 10 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 11 |
EXCHANGE TRADED CONCEPTS, LLC | 6 | 5 | 0.01% | 0.40% | 2.98% | Q4 2020 | Q4 2023 | 11 |
RFG HOLDINGS, INC. | 11 | 11 | 3.27% | 7.43% | 13.59% | Q1 2021 | Q3 2023 | 11 |
PATTEN & PATTEN INC/TN | 11 | 11 | 0.03% | 0.08% | 0.17% | Q1 2021 | Q3 2023 | 11 |
Bouchey Financial Group Ltd | 8 | 3 | 0.03% | 0.89% | 2.54% | Q1 2015 | Q2 2023 | 11 |
Private Capital Group, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2020 | 11 |
Frontier Wealth Management LLC | 7 | 4 | 0.01% | 0.03% | 0.03% | Q2 2018 | Q2 2022 | 11 |
Plante Moran Financial Advisors, LLC | 3 | 1 | 0.00% | 0.06% | 0.33% | Q2 2014 | Q1 2023 | 11 |
Prospera Financial Services Inc | 10 | 1 | 0.02% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 11 |
TWO SIGMA INVESTMENTS, LP | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2019 | 11 |
Foundations Investment Advisors, LLC | 7 | 4 | 0.01% | 0.06% | 0.14% | Q4 2020 | Q3 2023 | 11 |
CIBC WORLD MARKET INC. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Clearstead Advisors, LLC | 8 | 3 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 11 |
Glassman Wealth Services | 11 | 11 | 0.08% | 0.13% | 0.28% | Q1 2016 | Q3 2018 | 11 |
TOMPKINS FINANCIAL CORP | 8 | 1 | 0.00% | 0.02% | 0.03% | Q2 2017 | Q4 2023 | 11 |
Mariner, LLC | 6 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 11 |
Omnia Family Wealth, LLC | 11 | 11 | 0.13% | 0.15% | 0.22% | Q4 2016 | Q2 2019 | 11 |
55I, LLC | 8 | 3 | 0.03% | 0.11% | 0.44% | Q2 2019 | Q3 2022 | 11 |
Lehman & Derafelo Financial Resources LLC | 11 | 11 | 0.01% | 0.13% | 0.22% | Q2 2020 | Q4 2022 | 11 |
BNP PARIBAS FINANCIAL MARKETS | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 11 |
Capital Analysts, LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Principle Wealth Partners LLC | 7 | 1 | 0.01% | 0.44% | 1.02% | Q4 2018 | Q3 2023 | 11 |
Archer Investment Corp | 10 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 11 |
Aveo Capital Partners, LLC | 11 | 11 | 0.11% | 0.15% | 0.23% | Q1 2021 | Q3 2023 | 11 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 9 | 1 | 0.08% | 0.15% | 0.18% | Q2 2013 | Q3 2018 | 11 |
IFC Holdings Incorporated/FL | 8 | 3 | 0.02% | 0.05% | 0.07% | Q4 2014 | Q4 2017 | 11 |
Transamerica Financial Advisors, Inc. | 6 | 5 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 11 |
Bard Financial Services, Inc. | 11 | 11 | 0.07% | 0.10% | 0.13% | Q4 2020 | Q2 2023 | 11 |
GREAT VALLEY ADVISOR GROUP, INC. | 11 | 11 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Financial & Tax Architects, LLC | 11 | 11 | 0.10% | 0.72% | 1.20% | Q1 2021 | Q3 2023 | 11 |
CT Financial Advisors LLC | 10 | 1 | 0.10% | 0.18% | 0.27% | Q1 2014 | Q1 2017 | 11 |
Nicholas Hoffman & Company, LLC. | 11 | 11 | 0.01% | 0.04% | 0.06% | Q3 2020 | Q1 2023 | 11 |
Doyle Wealth Management | 8 | 1 | 0.03% | 0.10% | 0.16% | Q4 2018 | Q3 2022 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 10 |
Winfield Associates, Inc. | 9 | 1 | 0.01% | 0.03% | 0.11% | Q4 2015 | Q1 2019 | 10 |
Summit Financial, LLC | 5 | 1 | 0.02% | 0.81% | 2.28% | Q4 2018 | Q3 2023 | 10 |
SONATA CAPITAL GROUP INC | 10 | 10 | 0.29% | 0.49% | 0.67% | Q2 2021 | Q3 2023 | 10 |
Arkadios Wealth Advisors | 10 | 10 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Regal Investment Advisors LLC | 10 | 10 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2015 | 10 |
Edelman Financial Services, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2015 | 10 |
Quaker Wealth Management, LLC | 9 | 1 | 0.72% | 1.73% | 3.23% | Q1 2021 | Q3 2023 | 10 |
Pinnacle Advisory Group, Inc. | 6 | 2 | 0.04% | 0.07% | 0.12% | Q1 2015 | Q1 2021 | 10 |
EVERMAY WEALTH MANAGEMENT LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
First Bancorp, Inc /ME/ | 9 | 1 | 0.41% | 0.70% | 0.90% | Q1 2021 | Q3 2023 | 10 |
PIN OAK INVESTMENT ADVISORS INC | 10 | 10 | 0.04% | 0.07% | 0.08% | Q4 2017 | Q1 2020 | 10 |
MCF Advisors LLC | 7 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 10 |
Winch Advisory Services, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
DSC Advisors, L.P. | 10 | 10 | 0.15% | 1.00% | 4.70% | Q4 2012 | Q1 2015 | 10 |
BFSG, LLC | 10 | 10 | 0.28% | 1.15% | 1.91% | Q2 2021 | Q3 2023 | 10 |
Stonebridge Capital Advisors LLC | 7 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Signature Financial Management, Inc. | 10 | 10 | 0.13% | 2.06% | 4.87% | Q4 2014 | Q1 2017 | 10 |
Simplicity Solutions, LLC | 4 | 1 | 0.02% | 0.08% | 0.19% | Q4 2015 | Q3 2023 | 10 |
CIBC Private Wealth Group, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 10 |
Timber Hill LLC | 5 | 1 | 0.00% | 0.03% | 0.16% | Q4 2013 | Q4 2017 | 10 |
Bragg Financial Advisors, Inc | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Lehman Financial Resources, Inc. | 6 | 4 | 0.01% | 0.26% | 0.65% | Q1 2014 | Q3 2018 | 10 |
BRIGHTON JONES LLC | 10 | 10 | 0.01% | 0.07% | 0.12% | Q2 2021 | Q3 2023 | 10 |
Brick & Kyle, Associates | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q1 2017 | 10 |
Spruce Investment Advisors LLC | 5 | 5 | 1.17% | 2.95% | 7.09% | Q3 2014 | Q1 2017 | 10 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 10 |
Partnervest Advisory Services LLC | 5 | 5 | 0.02% | 0.12% | 0.26% | Q2 2013 | Q2 2017 | 10 |
TimeScale Financial, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 10 |
Indie Asset Partners, LLC | 10 | 10 | 0.54% | 1.82% | 2.60% | Q2 2021 | Q3 2023 | 10 |
SRS Capital Advisors, Inc. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 9 |
FIRST TRUST ADVISORS LP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
FARMERS & MERCHANTS INVESTMENTS INC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2020 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.03% | 0.15% | 0.36% | Q2 2013 | Q2 2015 | 9 |
Summit Trail Advisors, LLC | 4 | 1 | 0.01% | 0.03% | 0.07% | Q4 2017 | Q3 2023 | 9 |
SEI INVESTMENTS CO | 5 | 4 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2018 | 9 |
Destiny Wealth Partners, LLC | 6 | 1 | 0.02% | 0.79% | 2.57% | Q4 2020 | Q3 2023 | 9 |
Vickerman Investment Advisors, Inc. | 9 | 9 | 0.33% | 0.42% | 0.52% | Q3 2021 | Q3 2023 | 9 |
Roberts Wealth Advisors, LLC | 9 | 9 | 0.09% | 0.11% | 0.12% | Q3 2021 | Q3 2023 | 9 |
COURIER CAPITAL LLC | 9 | 9 | 0.03% | 0.06% | 0.09% | Q3 2017 | Q3 2019 | 9 |
Baker Avenue Asset Management, LP | 5 | 4 | 0.00% | 0.05% | 0.13% | Q4 2015 | Q3 2023 | 9 |
Regal Wealth Group, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2019 | 9 |
Kinloch Capital, LLC | 5 | 1 | 0.15% | 0.65% | 1.26% | Q4 2020 | Q3 2023 | 9 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 7 | 1 | 0.82% | 0.91% | 1.16% | Q4 2020 | Q3 2023 | 9 |
Financial Advocates Investment Management | 5 | 1 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 9 |
SHEETS SMITH WEALTH MANAGEMENT | 9 | 9 | 0.05% | 0.09% | 0.13% | Q3 2021 | Q3 2023 | 9 |
BRR OpCo, LLC | 8 | 1 | 0.04% | 2.55% | 6.04% | Q2 2020 | Q3 2022 | 9 |
C M BIDWELL & ASSOCIATES LTD | 4 | 1 | 0.00% | 0.03% | 0.06% | Q4 2014 | Q2 2019 | 9 |
ALPS ADVISORS INC | 6 | 3 | 0.07% | 0.17% | 0.31% | Q1 2020 | Q4 2022 | 9 |
Wellington Shields Capital Management, LLC | 4 | 2 | 0.08% | 0.24% | 0.41% | Q4 2018 | Q3 2023 | 9 |
Equitable Holdings, Inc. | 6 | 3 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 9 |
Human Investing LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2020 | 9 |
GoalFusion Wealth Management, LLC | 9 | 9 | 3.48% | 4.36% | 5.21% | Q4 2021 | Q4 2023 | 9 |
LS Investment Advisors, LLC | 8 | 1 | 0.00% | 0.02% | 0.02% | Q4 2013 | Q1 2020 | 9 |
Trust Co | 9 | 9 | 0.03% | 0.05% | 0.06% | Q4 2017 | Q4 2019 | 9 |
Efficient Advisors, LLC | 9 | 9 | 0.07% | 0.08% | 0.10% | Q2 2015 | Q2 2017 | 9 |
B. Riley Wealth Management, Inc. | 6 | 3 | 0.00% | 0.02% | 0.04% | Q1 2014 | Q2 2022 | 9 |
Csenge Advisory Group | 3 | 1 | 0.02% | 0.06% | 0.26% | Q2 2018 | Q3 2023 | 9 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 8 | 1 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2019 | 9 |
Polianta Ltd | 3 | 1 | 1.80% | 3.65% | 6.86% | Q1 2017 | Q3 2023 | 9 |
ASSETMARK, INC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 9 |
Bigelow Investment Advisors, LLC | 9 | 9 | 0.15% | 0.21% | 0.30% | Q4 2017 | Q4 2019 | 9 |
SUNTRUST BANKS INC | 5 | 4 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2019 | 9 |
Tranquilli Financial Advisor LLC | 7 | 1 | 1.14% | 3.61% | 5.86% | Q4 2020 | Q3 2023 | 9 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2015 | 8 |
Ranch Capital Advisors Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 8 |
Fusion Family Wealth LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q4 2018 | 8 |
Pacifica Partners Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 8 |
American Institute for Advanced Investment Management, LLP | 8 | 8 | 0.17% | 0.90% | 1.24% | Q4 2021 | Q3 2023 | 8 |
EXANE DERIVATIVES | 7 | 1 | 0.00% | 0.03% | 0.04% | Q1 2020 | Q1 2022 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Beacon Pointe Advisors, LLC | 7 | 1 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 8 |
MANNING & NAPIER ADVISORS LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2017 | 8 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Heritage Trust Co | 8 | 8 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q4 2018 | 8 |
Marotta Asset Management | 4 | 4 | 0.05% | 2.37% | 6.00% | Q4 2019 | Q4 2021 | 8 |
Praetorian Wealth Management, Inc. | 6 | 2 | 0.11% | 0.99% | 3.07% | Q2 2020 | Q4 2022 | 8 |
Laurel Wealth Advisors, Inc. | 8 | 8 | 0.02% | 0.05% | 0.06% | Q1 2021 | Q4 2022 | 8 |
Rather & Kittrell, Inc. | 8 | 8 | 0.50% | 0.76% | 1.12% | Q4 2021 | Q3 2023 | 8 |
SteelPeak Wealth, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
FDx Advisors, Inc. | 6 | 2 | 0.01% | 0.01% | 0.03% | Q2 2017 | Q2 2019 | 8 |
WARNER FINANCIAL, INC | 8 | 8 | 0.54% | 0.71% | 0.96% | Q4 2021 | Q3 2023 | 8 |
Zhang Financial LLC | 7 | 1 | 0.10% | 0.14% | 0.17% | Q1 2017 | Q1 2019 | 8 |
SINECERA CAPITAL, LLC | 8 | 8 | 1.72% | 2.23% | 3.13% | Q4 2021 | Q3 2023 | 8 |
IBEX WEALTH ADVISORS | 6 | 1 | 0.00% | 0.24% | 0.70% | Q4 2016 | Q4 2022 | 8 |
WATERS PARKERSON & CO., LLC | 5 | 1 | 0.01% | 0.05% | 0.08% | Q4 2015 | Q1 2022 | 8 |
FRG Family Wealth Advisors LLC | 8 | 8 | 0.07% | 0.25% | 0.38% | Q4 2021 | Q3 2023 | 8 |
NorthCrest Asset Manangement, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
CONNING INC. | 8 | 8 | 0.19% | 0.21% | 0.24% | Q4 2015 | Q3 2017 | 8 |
Dentgroup LLC | 8 | 8 | 0.26% | 0.32% | 0.51% | Q4 2021 | Q3 2023 | 8 |
SC&H Financial Advisors, Inc. | 8 | 8 | 0.17% | 0.53% | 0.81% | Q4 2021 | Q3 2023 | 8 |
West Branch Capital LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
COMMERCE BANK | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Strengthening Families & Communities, LLC | 8 | 8 | 0.43% | 1.41% | 1.98% | Q4 2021 | Q3 2023 | 8 |
PATHSTONE FAMILY OFFICE, LLC | 4 | 4 | 0.00% | 0.11% | 0.26% | Q1 2019 | Q3 2023 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Citizens National Bank Trust Department | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Kathleen S. Wright Associates Inc. | 8 | 8 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q3 2023 | 8 |
SENTINEL TRUST CO LBA | 8 | 8 | 0.06% | 0.09% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Newport Wealth Strategies, Inc. | 8 | 8 | 0.24% | 0.53% | 0.81% | Q4 2017 | Q3 2019 | 8 |
PRUDENTIAL PLC | 8 | 8 | 0.00% | 0.08% | 0.16% | Q1 2021 | Q4 2022 | 8 |
HM PAYSON & CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Collaborative Wealth Managment Inc. | 6 | 1 | 0.16% | 0.24% | 0.28% | Q1 2021 | Q3 2023 | 8 |
Bowling Portfolio Management LLC | 8 | 8 | 0.43% | 0.52% | 0.67% | Q4 2015 | Q3 2017 | 8 |
NORWOOD FINANCIAL CORP | 8 | 8 | 0.08% | 0.12% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Tillar-Wenstrup Advisors, LLC | 8 | 8 | 1.72% | 2.96% | 5.03% | Q4 2016 | Q3 2018 | 8 |
Karp Capital Management Corp | 4 | 4 | 0.06% | 0.82% | 2.10% | Q4 2014 | Q1 2019 | 8 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 8 | 8 | 0.08% | 0.11% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Watermark Asset Management, Inc. | 8 | 8 | 0.21% | 0.35% | 0.59% | Q1 2017 | Q4 2018 | 8 |
USA FINANCIAL FORMULAS | 4 | 1 | 0.01% | 0.67% | 2.16% | Q1 2018 | Q1 2023 | 8 |
Ameritas Investment Company, LLC | 3 | 2 | 0.01% | 0.95% | 2.50% | Q4 2018 | Q3 2021 | 8 |
Sequoia Financial Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Virtu KCG Holdings LLC | 4 | 1 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q2 2017 | 8 |
WFA Asset Management Corp | 8 | 8 | 0.09% | 0.90% | 6.11% | Q4 2021 | Q3 2023 | 8 |
Elmwood Wealth Management, Inc. | 7 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q1 2020 | 8 |
PARAGON FINANCIAL PARTNERS, INC. | 8 | 8 | 1.00% | 1.67% | 2.15% | Q4 2021 | Q3 2023 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
HSBC HOLDINGS PLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 8 |
Fort Point Capital Partners LLC | 8 | 8 | 0.04% | 0.14% | 0.34% | Q2 2021 | Q1 2023 | 8 |
CAROLINAS WEALTH CONSULTING LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.08% | 0.11% | 0.18% | Q4 2021 | Q3 2023 | 8 |
Nachman Norwood & Parrott, Inc | 6 | 2 | 0.04% | 0.06% | 0.07% | Q1 2019 | Q2 2021 | 8 |
My Personal CFO, LLC | 8 | 8 | 1.04% | 1.58% | 2.04% | Q4 2021 | Q3 2023 | 8 |
Ballentine Partners, LLC | 7 | 1 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q3 2018 | 8 |
City State Bank | 8 | 8 | 0.08% | 0.09% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Goodwin Investment Advisory | 8 | 8 | 0.00% | 1.57% | 4.99% | Q1 2021 | Q4 2022 | 8 |
MEEDER ASSET MANAGEMENT INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2022 | 8 |
WMG Financial Advisors, LLC | 8 | 8 | 0.24% | 0.31% | 0.52% | Q4 2021 | Q3 2023 | 8 |
Rosenberg Matthew Hamilton | 8 | 8 | 0.04% | 0.06% | 0.06% | Q4 2021 | Q3 2023 | 8 |
TrueWealth Financial Partners | 8 | 8 | 10.70% | 12.80% | 14.20% | Q4 2021 | Q3 2023 | 8 |
Baron Financial Group, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2022 | 8 |
RBA Wealth Management, LLC | 8 | 8 | 0.11% | 0.15% | 0.18% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
North Star Investment Management Corp. | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Patriot Financial Group Insurance Agency, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2022 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.04% | 0.70% | 2.55% | Q4 2021 | Q3 2023 | 8 |
PGIM Custom Harvest LLC | 4 | 4 | 0.50% | 0.64% | 0.89% | Q4 2020 | Q3 2023 | 8 |
Game Plan Financial Advisors, LLC | 7 | 1 | 0.12% | 0.21% | 0.50% | Q4 2019 | Q4 2022 | 8 |
STEEL GROVE CAPITAL ADVISORS, LLC | 4 | 4 | 0.11% | 1.08% | 2.83% | Q1 2020 | Q3 2023 | 8 |
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC | 6 | 1 | 0.40% | 0.85% | 1.00% | Q4 2017 | Q1 2020 | 7 |
HC Advisors, LLC | 7 | 7 | 1.18% | 1.63% | 2.60% | Q1 2022 | Q3 2023 | 7 |
REGIONS FINANCIAL CORP | 5 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2022 | 7 |
Ironwood Financial, llc | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2021 | 7 |
CX Institutional | 4 | 1 | 0.01% | 0.32% | 0.84% | Q3 2021 | Q3 2023 | 7 |
Bank Pictet & Cie (Europe) AG | 5 | 2 | 0.03% | 0.04% | 0.06% | Q1 2016 | Q4 2017 | 7 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q2 2023 | 7 |
TD Waterhouse Canada Inc. | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Newport Capital Group, LLC | 5 | 2 | 0.82% | 1.39% | 1.92% | Q4 2021 | Q3 2023 | 7 |
Bank Julius Baer & Co. Ltd, Zurich | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
Chemistry Wealth Management LLC | 7 | 7 | 0.10% | 0.11% | 0.13% | Q1 2022 | Q3 2023 | 7 |
JUNCTURE WEALTH STRATEGIES, LLC | 7 | 7 | 0.10% | 0.14% | 0.16% | Q2 2022 | Q4 2023 | 7 |
Ausdal Financial Partners, Inc. | 6 | 1 | 0.01% | 0.05% | 0.08% | Q4 2015 | Q3 2023 | 7 |
Integrated Wealth Management | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2016 | 7 |
Bank of New Hampshire | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 7 | 7 | 0.02% | 0.29% | 1.22% | Q3 2015 | Q1 2017 | 7 |
ROBSHAW & JULIAN ASSOCIATES INC | 7 | 7 | 0.45% | 0.54% | 0.61% | Q4 2015 | Q2 2017 | 7 |
Nvest Financial, LLC | 7 | 7 | 0.81% | 1.56% | 2.03% | Q1 2022 | Q3 2023 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.01% | 0.04% | 0.07% | Q4 2021 | Q3 2023 | 7 |
Cadence Bank | 7 | 7 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
O'ROURKE & COMPANY, Inc | 7 | 7 | 0.21% | 0.50% | 0.77% | Q1 2022 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.11% | 0.19% | 0.24% | Q4 2021 | Q3 2023 | 7 |
CreativeOne Wealth, LLC | 7 | 7 | 0.02% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Syntal Capital Partners, LLC | 7 | 7 | 0.16% | 0.34% | 0.42% | Q4 2017 | Q2 2019 | 7 |
HOWE & RUSLING INC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 7 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 7 | 7 | 0.08% | 0.11% | 0.14% | Q1 2022 | Q3 2023 | 7 |
SECURITY NATIONAL BANK OF SO DAK | 2 | 1 | 0.31% | 0.67% | 1.97% | Q4 2015 | Q4 2021 | 7 |
Virtus ETF Advisers LLC | 7 | 7 | 0.01% | 0.72% | 2.38% | Q1 2017 | Q3 2018 | 7 |
Independent Wealth Network Inc. | 7 | 7 | 0.25% | 0.30% | 0.33% | Q1 2022 | Q3 2023 | 7 |
InterOcean Capital Group, LLC | 6 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 7 |
Curran Financial Partners, LLC | 4 | 1 | 0.74% | 1.01% | 1.07% | Q4 2020 | Q3 2023 | 7 |
RETIREMENT CAPITAL STRATEGIES | 6 | 1 | 3.29% | 17.57% | 26.10% | Q4 2013 | Q1 2021 | 7 |
20/20 Capital Management, Inc. | 7 | 7 | 0.41% | 0.51% | 0.61% | Q4 2019 | Q2 2021 | 7 |
Psagot Value Holdings Ltd. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2017 | 7 |
Congress Wealth Management LLC / DE / | 4 | 3 | 0.05% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 7 |
Legacy Financial Group LLC | 4 | 1 | 0.10% | 0.36% | 0.79% | Q4 2020 | Q3 2023 | 7 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6 | 1 | 0.11% | 0.59% | 0.78% | Q4 2020 | Q3 2023 | 7 |
Franklin, Parlapiano, Turner & Welch, LLC | 7 | 7 | 0.01% | 0.04% | 0.09% | Q3 2015 | Q1 2017 | 7 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 6 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2017 | 7 |
SILVER OAK SECURITIES, INCORPORATED | 7 | 7 | 0.08% | 0.11% | 0.13% | Q1 2022 | Q3 2023 | 7 |
ParenteBeard Wealth Management, LLC | 7 | 7 | 0.03% | 0.17% | 0.24% | Q2 2013 | Q4 2014 | 7 |
GFS Advisors, LLC | 7 | 7 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Waverly Advisors, LLC | 5 | 2 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q3 2015 | 7 |
Insight Advisors, LLC/ PA | 7 | 7 | 0.23% | 0.35% | 0.50% | Q1 2022 | Q3 2023 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.01% | 0.07% | 0.17% | Q4 2016 | Q2 2018 | 7 |
WOLFF WIESE MAGANA LLC | 7 | 7 | 0.04% | 0.07% | 0.10% | Q1 2022 | Q3 2023 | 7 |
Wedmont Private Capital | 7 | 7 | 0.03% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 7 |
McKinley Carter Wealth Services, Inc. | 6 | 1 | 0.00% | 0.26% | 0.41% | Q1 2018 | Q3 2023 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q2 2022 | 7 |
First Command Bank | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q2 2018 | 7 |
Good Life Advisors, LLC | 7 | 7 | 0.08% | 0.10% | 0.14% | Q1 2017 | Q3 2018 | 7 |
Financial Management Professionals, Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 7 |
MORRIS FINANCIAL CONCEPTS, INC. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Addison Advisors LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Athena Investment Management | 7 | 7 | 0.82% | 0.88% | 0.95% | Q1 2022 | Q3 2023 | 7 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 3 | 2 | 0.29% | 0.50% | 1.00% | Q2 2014 | Q2 2022 | 7 |
WELCH & FORBES LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Balentine LLC | 4 | 3 | 0.02% | 0.08% | 0.14% | Q4 2017 | Q2 2022 | 7 |
American Investment Services, Inc. | 4 | 3 | 0.05% | 0.24% | 1.19% | Q4 2019 | Q3 2021 | 7 |
Walkner Condon Financial Advisors LLC | 7 | 7 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Truvestments Capital LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 7 |
First Command Financial Services, Inc. | 7 | 7 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q2 2018 | 7 |
Perigon Wealth Management, LLC | 5 | 1 | 0.00% | 0.01% | 0.06% | Q1 2017 | Q4 2022 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Weaver Consulting Group | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q3 2020 | 7 |
SYM FINANCIAL Corp | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 4 | 3 | 0.02% | 0.04% | 0.08% | Q4 2021 | Q3 2023 | 7 |
FIRST NATIONAL BANK SIOUX FALLS | 7 | 7 | 0.08% | 0.11% | 0.13% | Q1 2015 | Q3 2016 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
MONEY CONCEPTS CAPITAL CORP | 5 | 2 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q4 2022 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.05% | 0.12% | 0.20% | Q1 2022 | Q3 2023 | 7 |
QUADRANT CAPITAL GROUP LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Clark Capital Management Group, Inc. | 3 | 1 | 0.06% | 0.12% | 0.26% | Q2 2018 | Q3 2023 | 7 |
Forum Financial Management, LP | 5 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 6 |
FINANCIAL MANAGEMENT NETWORK INC | 6 | 6 | 0.24% | 0.41% | 0.55% | Q2 2022 | Q3 2023 | 6 |
Laidlaw Wealth Management LLC | 4 | 1 | 0.04% | 0.06% | 0.09% | Q2 2021 | Q2 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 3 | 1 | 0.06% | 0.27% | 0.73% | Q4 2014 | Q1 2018 | 6 |
Spearhead Capital Advisors, LLC | 6 | 6 | 0.05% | 0.22% | 0.64% | Q1 2019 | Q2 2020 | 6 |
Schubert & Co | 6 | 6 | 0.07% | 0.09% | 0.11% | Q4 2021 | Q1 2023 | 6 |
Bartlett & Co. LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2023 | 6 |
Robertson Stephens Wealth Management, LLC | 6 | 6 | 0.04% | 0.11% | 0.16% | Q2 2022 | Q3 2023 | 6 |
PLANNING DIRECTIONS INC | 6 | 6 | 0.31% | 0.40% | 0.49% | Q1 2018 | Q2 2019 | 6 |
Quantitative Investment Management, LLC | 2 | 1 | 0.08% | 0.12% | 0.16% | Q2 2020 | Q2 2023 | 6 |
Boltwood Capital Management | 5 | 1 | 0.07% | 0.16% | 0.55% | Q4 2018 | Q4 2023 | 6 |
Formidable Asset Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2016 | 6 |
Montecito Bank & Trust | 3 | 1 | 0.01% | 0.07% | 0.10% | Q4 2016 | Q3 2018 | 6 |
Global Financial Private Capital, Inc | 5 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q2 2019 | 6 |
White Lighthouse Investment Management Inc. | 6 | 6 | 0.09% | 0.18% | 0.21% | Q4 2017 | Q1 2019 | 6 |
CEERA INVESTMENTS, LLC | 6 | 6 | 0.14% | 0.19% | 0.24% | Q1 2021 | Q2 2022 | 6 |
Welch Group, LLC | 4 | 2 | 0.01% | 0.13% | 0.62% | Q3 2020 | Q3 2023 | 6 |
AMP Capital Investors Ltd | 6 | 6 | 0.12% | 0.26% | 0.40% | Q4 2016 | Q1 2018 | 6 |
SCOTIA CAPITAL INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
BARCLAYS PLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 6 |
Checchi Capital Advisers, LLC | 6 | 6 | 0.02% | 0.06% | 0.10% | Q2 2022 | Q3 2023 | 6 |
KMS FINANCIAL SERVICES, INC | 6 | 6 | 0.08% | 0.09% | 0.10% | Q2 2013 | Q3 2014 | 6 |
PINNACLE ASSOCIATES LTD | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 6 |
CALIBER WEALTH MANAGEMENT, LLC | 6 | 6 | 0.16% | 1.73% | 2.56% | Q4 2021 | Q1 2023 | 6 |
STARR INTERNATIONAL CO INC | 5 | 1 | 0.52% | 1.70% | 2.24% | Q4 2017 | Q1 2020 | 6 |
Antonetti Capital Management LLC | 6 | 6 | 0.14% | 0.22% | 0.51% | Q2 2013 | Q3 2014 | 6 |
Starfire Investment Advisers, Inc. | 2 | 2 | 0.12% | 0.14% | 0.16% | Q1 2015 | Q4 2019 | 6 |
Pinnacle Wealth Management Advisory Group, LLC | 4 | 2 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Ten Capital Wealth Advisors, LLC | 4 | 2 | 0.00% | 0.14% | 0.21% | Q3 2020 | Q1 2022 | 6 |
COMMUNITY BANK SYSTEM, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
BROWN BROTHERS HARRIMAN & CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 6 |
Qube Research & Technologies Ltd | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 6 |
Iron Horse Wealth Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
One Capital Management, LLC | 5 | 1 | 0.05% | 0.31% | 0.40% | Q1 2022 | Q3 2023 | 6 |
Fiduciary Planning LLC | 4 | 2 | 0.02% | 0.18% | 0.32% | Q4 2020 | Q3 2023 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2021 | 6 |
HighMark Wealth Management LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2021 | 6 |
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | 2 | 1 | 0.37% | 1.01% | 3.35% | Q4 2015 | Q2 2021 | 6 |
Rehmann Capital Advisory Group | 6 | 6 | 0.00% | 0.01% | 0.06% | Q1 2018 | Q2 2019 | 6 |
Live Your Vision, LLC | 4 | 1 | 0.00% | 0.02% | 0.10% | Q1 2015 | Q1 2019 | 6 |
Total Clarity Wealth Management, Inc. | 6 | 6 | 0.11% | 0.14% | 0.19% | Q2 2022 | Q3 2023 | 6 |
WEALTHSOURCE PARTNERS, LLC | 3 | 3 | 0.03% | 0.10% | 0.15% | Q1 2016 | Q4 2019 | 6 |
Legal Advantage Investments, Inc. | 6 | 6 | 0.16% | 0.35% | 0.81% | Q4 2020 | Q1 2022 | 6 |
Wealthspire Advisors, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
VSR Financial Services, Inc. | 3 | 1 | 0.02% | 0.13% | 0.25% | Q2 2013 | Q1 2016 | 6 |
Crosspoint Capital Strategies, LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q4 2015 | 6 |
Kernodle & Katon Asset Management Group, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2017 | 6 |
UBS AG | 6 | 6 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q3 2014 | 6 |
Transform Wealth, LLC | 4 | 2 | 0.15% | 0.44% | 0.56% | Q2 2016 | Q4 2017 | 6 |
Venturi Wealth Management, LLC | 6 | 6 | 0.04% | 0.11% | 0.17% | Q4 2017 | Q1 2019 | 6 |
NORTHEAST INVESTMENT MANAGEMENT | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Altium Wealth Management LLC | 6 | 6 | 0.03% | 0.06% | 0.09% | Q3 2018 | Q4 2019 | 6 |
Private Harbour Investment Management & Counsel, LLC | 6 | 6 | 0.60% | 1.41% | 1.74% | Q4 2018 | Q1 2020 | 6 |
CABOT WEALTH MANAGEMENT INC | 6 | 6 | 1.05% | 1.24% | 1.35% | Q4 2015 | Q1 2017 | 6 |
Lattice Strategies LLC | 6 | 6 | 0.12% | 0.14% | 0.17% | Q2 2013 | Q3 2014 | 6 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 3 | 2 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q1 2015 | 5 |
MBA Advisors LLC | 5 | 5 | 0.51% | 0.93% | 1.30% | Q4 2021 | Q4 2022 | 5 |
NORTHWEST WEALTH MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q1 2019 | 5 |
FOSTER DYKEMA CABOT & CO INC/MA | 5 | 5 | 0.04% | 0.04% | 0.05% | Q4 2016 | Q4 2017 | 5 |
Capital Wealth Alliance, LLC | 4 | 1 | 0.01% | 0.40% | 0.55% | Q4 2019 | Q3 2023 | 5 |
Harrison & Co Wealth Management, LLC | 5 | 5 | 0.23% | 0.28% | 0.33% | Q4 2021 | Q4 2022 | 5 |
Hall Kathryn A. | 5 | 5 | 0.38% | 1.38% | 1.92% | Q4 2016 | Q4 2017 | 5 |
Westside Investment Management, Inc. | 3 | 1 | 0.00% | 0.04% | 0.20% | Q4 2018 | Q3 2020 | 5 |
American Financial Network Advisory Services LLC | 3 | 2 | 0.05% | 0.27% | 0.45% | Q3 2017 | Q3 2019 | 5 |
Mutual Advisors, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Mosaic Family Wealth, LLC | 5 | 5 | 0.00% | 0.07% | 0.12% | Q4 2017 | Q4 2018 | 5 |
FIRST NIAGARA BANK | 5 | 5 | 0.18% | 0.30% | 0.39% | Q2 2015 | Q2 2016 | 5 |
Brinker Capital Investments, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 5 |
Merit Financial Group, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
PARK NATIONAL CORP /OH/ | 5 | 5 | 0.10% | 0.11% | 0.12% | Q4 2022 | Q4 2023 | 5 |
Advisors Preferred, LLC | 2 | 1 | 0.00% | 0.02% | 0.06% | Q4 2013 | Q2 2021 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.05% | 0.06% | 0.09% | Q1 2015 | Q1 2016 | 5 |
IAG Wealth Partners, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2021 | 5 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2 | 1 | 0.00% | 0.06% | 0.11% | Q2 2018 | Q3 2023 | 5 |
GABLES CAPITAL MANAGEMENT INC. | 5 | 5 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q2 2021 | 5 |
CRA Financial Services, LLC | 4 | 1 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 5 |
Kovitz Investment Group Partners, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q1 2020 | 5 |
TWO SIGMA SECURITIES, LLC | 3 | 1 | 0.00% | 0.04% | 0.13% | Q3 2017 | Q3 2023 | 5 |
WELCH CAPITAL PARTNERS LLC/NY | 5 | 5 | 1.62% | 2.34% | 3.15% | Q4 2018 | Q4 2019 | 5 |
Tanglewood Wealth Management, Inc. | 5 | 5 | 0.09% | 0.28% | 0.50% | Q1 2022 | Q1 2023 | 5 |
J.W. COLE ADVISORS, INC. | 4 | 1 | 0.02% | 0.07% | 0.24% | Q1 2022 | Q3 2023 | 5 |
Resonant Capital Advisors, LLC | 4 | 1 | 0.03% | 0.07% | 0.21% | Q4 2020 | Q3 2023 | 5 |
Gunma Bank,Ltd. | 5 | 5 | 1.87% | 2.78% | 4.32% | Q3 2022 | Q3 2023 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.14% | 0.31% | 0.73% | Q4 2016 | Q4 2017 | 5 |
Verus Financial Partners, Inc. | 5 | 5 | 0.03% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
FLOW TRADERS U.S. LLC | 2 | 1 | 0.00% | 0.04% | 0.10% | Q3 2015 | Q2 2022 | 5 |
Zeit Capital LLC | 5 | 5 | 0.06% | 0.07% | 0.08% | Q4 2020 | Q4 2021 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.04% | 0.06% | 0.08% | Q4 2021 | Q4 2022 | 5 |
FLC Capital Advisors | 4 | 1 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q2 2023 | 5 |
Arthur Zaske & Associates, LLC | 3 | 2 | 0.62% | 0.95% | 1.29% | Q3 2016 | Q4 2017 | 5 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q4 2019 | 5 |
Intercontinental Wealth Advisors, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2019 | 5 |
Wagner Wealth Management, LLC | 4 | 1 | 0.00% | 0.04% | 0.06% | Q4 2017 | Q2 2022 | 5 |
Clarus Wealth Advisors | 5 | 5 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q2 2019 | 5 |
Hoover Financial Advisors, Inc. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2021 | 5 |
Lake Point Wealth Management | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2022 | 5 |
NEW ENGLAND SECURITIES CORP /MA/ | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2013 | Q4 2014 | 5 |
DUNCKER STREETT & CO INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2017 | 5 |
Cascade Investment Advisors, Inc. | 5 | 5 | 0.02% | 0.03% | 0.03% | Q4 2018 | Q4 2019 | 5 |
Compass Financial Group, INC/SD | 5 | 5 | 0.16% | 0.22% | 0.31% | Q4 2022 | Q4 2023 | 5 |
Trexquant Investment LP | 4 | 1 | 0.01% | 0.03% | 0.05% | Q4 2021 | Q2 2023 | 5 |
Bridgeworth, LLC | 3 | 1 | 0.02% | 0.05% | 0.07% | Q1 2021 | Q3 2023 | 5 |
First Heartland Consultants, Inc. | 2 | 1 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 5 |
WNY Asset Management, LLC | 5 | 5 | 0.05% | 0.07% | 0.09% | Q3 2022 | Q3 2023 | 5 |
PRW Wealth Management LLC | 4 | 1 | 0.09% | 0.72% | 1.40% | Q4 2021 | Q3 2023 | 5 |
Riggs Asset Managment Co. Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Opus Capital Group, LLC | 5 | 5 | 0.04% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Claybrook Capital, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q4 2018 | 5 |
McClarren Financial Advisors, Inc. | 5 | 5 | 0.11% | 0.15% | 0.18% | Q3 2022 | Q3 2023 | 5 |
SVB Investment Services Inc. | 5 | 5 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q4 2020 | 5 |
Gibson Wealth Advisors LLC | 5 | 5 | 0.21% | 0.28% | 0.37% | Q4 2021 | Q4 2022 | 5 |
Apollon Wealth Management, LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 5 |
PFG Private Wealth Management, LLC | 5 | 5 | 0.00% | 0.41% | 1.11% | Q3 2022 | Q3 2023 | 5 |
LOGAN CAPITAL MANAGEMENT INC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q4 2019 | 5 |
EP Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 5 |
Royal Fund Management, LLC | 4 | 1 | 0.01% | 0.12% | 0.23% | Q4 2017 | Q3 2023 | 5 |
STAPP WEALTH MANAGEMENT, PLLC | 5 | 5 | 3.48% | 6.76% | 11.90% | Q3 2022 | Q3 2023 | 5 |
Twin Lakes Capital Management, LLC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q1 2022 | 5 |
Argentus Capital Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2016 | 4 |
HBK Sorce Advisory LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q1 2021 | 4 |
Fortis Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q4 2020 | 4 |
ADE, LLC | 4 | 4 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q3 2021 | 4 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q2 2018 | 4 |
FAIRFIELD, BUSH & CO. | 2 | 1 | 0.00% | 0.17% | 0.48% | Q2 2013 | Q2 2023 | 4 |
FUKOKU MUTUAL LIFE INSURANCE Co | 4 | 4 | 0.08% | 0.51% | 1.07% | Q3 2014 | Q2 2015 | 4 |
Olistico Wealth, LLC | 4 | 4 | 0.59% | 0.64% | 0.69% | Q4 2022 | Q3 2023 | 4 |
Fiduciary Alliance LLC | 4 | 4 | 0.13% | 0.15% | 0.17% | Q4 2022 | Q3 2023 | 4 |
PINNACLE FINANCIAL PARTNERS INC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2018 | 4 |
Sharper & Granite LLC | 4 | 4 | 0.82% | 0.89% | 1.01% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.08% | 0.15% | 0.20% | Q4 2022 | Q3 2023 | 4 |
MARSHALL WACE, LLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2022 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
BNC WEALTH MANAGEMENT, LLC | 4 | 4 | 0.13% | 0.14% | 0.15% | Q4 2022 | Q3 2023 | 4 |
ROCKLAND TRUST CO | 4 | 4 | 0.07% | 0.21% | 0.58% | Q3 2015 | Q2 2016 | 4 |
Delta Financial Group, Inc. | 4 | 4 | 0.91% | 1.42% | 2.72% | Q4 2022 | Q3 2023 | 4 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 4 |
MYECFO, LLC | 4 | 4 | 0.17% | 0.19% | 0.23% | Q4 2022 | Q3 2023 | 4 |
Financial Freedom, LLC | 4 | 4 | 1.93% | 2.04% | 2.24% | Q4 2022 | Q3 2023 | 4 |
Guardian Wealth Management, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Financial Engines Advisors L.L.C. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 4 |
ASSOCIATED BANC-CORP | 4 | 4 | 0.05% | 0.06% | 0.08% | Q1 2020 | Q4 2020 | 4 |
Horan Securities, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
CORA CAPITAL ADVISORS LLC | 4 | 4 | 0.66% | 2.37% | 7.37% | Q4 2022 | Q3 2023 | 4 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 3 | 1 | 0.00% | 0.02% | 0.05% | Q4 2015 | Q4 2016 | 4 |
CAMBRIDGE TRUST CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Windham Capital Management, LLC | 2 | 1 | 0.05% | 0.07% | 0.10% | Q4 2018 | Q3 2022 | 4 |
Nalls Sherbakoff Group, LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2023 | 4 |
Lido Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q1 2023 | 4 |
MILESTONE WEALTH, LLC | 4 | 4 | 0.11% | 0.15% | 0.20% | Q4 2021 | Q3 2022 | 4 |
SOA Wealth Advisors, LLC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 3 | 1 | 0.13% | 0.92% | 1.34% | Q4 2018 | Q4 2019 | 4 |
DAVENPORT & Co LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Journey Advisory Group, LLC | 4 | 4 | 0.04% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Bank of Marin | 4 | 4 | 0.30% | 0.44% | 0.67% | Q4 2019 | Q3 2020 | 4 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 4 | 4 | 1.57% | 1.85% | 2.45% | Q4 2022 | Q3 2023 | 4 |
FIRST CITIZENS BANK & TRUST CO | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2017 | Q3 2018 | 4 |
CALDWELL SUTTER CAPITAL, INC. | 4 | 4 | 0.32% | 0.42% | 0.58% | Q4 2022 | Q3 2023 | 4 |
Advanced Asset Management Advisors Inc | 3 | 1 | 0.01% | 0.06% | 0.08% | Q4 2017 | Q4 2022 | 4 |
Quantinno Capital Management LP | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Fee-Only Financial Planning, L.C. | 4 | 4 | 0.70% | 0.78% | 0.84% | Q4 2022 | Q3 2023 | 4 |
West Coast Financial LLC | 4 | 4 | 0.10% | 0.29% | 0.40% | Q3 2016 | Q2 2017 | 4 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2019 | 4 |
Cassady Schiller Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Filbrandt Wealth Management, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2020 | 4 |
Portfolio Strategies, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
Advisor Resource Council | 1 | 1 | 0.12% | 0.16% | 0.20% | Q2 2021 | Q1 2023 | 4 |
Corient Capital Partners, LLC | 4 | 4 | 0.18% | 0.21% | 0.24% | Q3 2016 | Q2 2017 | 4 |
CWA Asset Management Group, LLC | 1 | 1 | 0.02% | 0.04% | 0.09% | Q4 2016 | Q3 2023 | 4 |
Professional Financial Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2022 | 4 |
Kavar Capital Partners, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q2 2019 | 4 |
BBJS FINANCIAL ADVISORS, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Johanson Financial Advisors, Inc. | 2 | 1 | 0.03% | 0.19% | 0.27% | Q2 2016 | Q4 2019 | 4 |
PRIVATE TRUST CO NA | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
OAK HILL WEALTH ADVISORS, LLC | 4 | 4 | 0.07% | 0.08% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Farmers National Bank | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2019 | 4 |
MARINO, STRAM & ASSOCIATES LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2018 | 4 |
Merriman Wealth Management, LLC | 2 | 1 | 0.10% | 0.28% | 0.58% | Q3 2018 | Q4 2022 | 4 |
PFG Advisors | 4 | 4 | 0.07% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
KANALY TRUST CO | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q3 2014 | 4 |
WEST BANCORPORATION INC | 4 | 4 | 0.02% | 0.06% | 0.10% | Q4 2021 | Q3 2022 | 4 |
SAGE RHINO CAPITAL LLC | 4 | 4 | 1.28% | 1.32% | 1.37% | Q1 2019 | Q4 2019 | 4 |
Surevest, LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2022 | 4 |
SVB WEALTH LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2022 | 4 |
WEIK CAPITAL MANAGEMENT | 4 | 4 | 0.10% | 0.12% | 0.14% | Q1 2019 | Q4 2019 | 4 |
Convergent Wealth Advisors | 4 | 4 | 0.11% | 0.16% | 0.25% | Q4 2014 | Q3 2015 | 4 |
LEVEL FOUR FINANCIAL, LLC | 4 | 4 | 0.14% | 0.16% | 0.19% | Q4 2020 | Q3 2021 | 4 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 3 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 4 |
Aevitas Wealth Management, Inc. | 4 | 4 | 2.29% | 2.54% | 2.75% | Q1 2022 | Q4 2022 | 4 |
Integrated Wealth Concepts LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Moss Adams Wealth Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Fragasso Group Inc. | 2 | 1 | 0.05% | 0.12% | 0.20% | Q4 2017 | Q2 2019 | 4 |
Strategic Investment Solutions, Inc. /IL | 4 | 4 | 0.07% | 0.17% | 0.29% | Q4 2022 | Q3 2023 | 4 |
Cordasco Financial Network | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q2 2022 | 4 |
WPWealth LLP | 4 | 4 | 0.19% | 0.21% | 0.25% | Q4 2022 | Q3 2023 | 4 |
Gibson Capital, LLC | 4 | 4 | 0.07% | 0.07% | 0.09% | Q3 2014 | Q2 2015 | 4 |
1st Global Advisors, Inc. | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q3 2014 | 4 |
HOWARD WEALTH MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.15% | 0.22% | Q4 2019 | Q3 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
ST GERMAIN D J CO INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 4 |
New England Private Wealth Advisors LLC | 4 | 4 | 0.18% | 0.20% | 0.22% | Q4 2018 | Q3 2019 | 4 |
Sugarloaf Wealth Management, LLC | 4 | 4 | 0.03% | 0.27% | 0.37% | Q4 2022 | Q3 2023 | 4 |
Boxwood Ventures, Inc. | 4 | 4 | 5.99% | 6.43% | 7.16% | Q4 2022 | Q3 2023 | 4 |
Almanack Investment Partners, LLC. | 3 | 1 | 0.04% | 0.22% | 0.70% | Q1 2018 | Q4 2019 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.05% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Koesten, Hirschmann & Crabtree, INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
FormulaFolio Investments, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q1 2021 | 4 |
Allianz Asset Management GmbH | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2021 | 4 |
Semus Wealth Partners LLC | 4 | 4 | 0.59% | 0.70% | 0.83% | Q4 2022 | Q3 2023 | 4 |
Colonial River Wealth Management, LLC | 4 | 4 | 0.95% | 1.15% | 1.71% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Enterprise Bank & Trust Co | 4 | 4 | 0.17% | 0.25% | 0.35% | Q1 2019 | Q4 2019 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 4 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 4 |
Vista Private Wealth Partners. LLC | 3 | 1 | 0.21% | 0.23% | 0.29% | Q3 2017 | Q3 2018 | 4 |
PYA Waltman Capital, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
MONETARY MANAGEMENT GROUP INC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Well Done, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q4 2018 | 4 |
HEADINVEST, LLC | 3 | 1 | 0.03% | 0.06% | 0.07% | Q4 2018 | Q3 2023 | 4 |
IPG Investment Advisors LLC | 4 | 4 | 0.09% | 0.13% | 0.16% | Q3 2021 | Q2 2022 | 4 |
ICA Group Wealth Management, LLC | 4 | 4 | 0.02% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Fiera Capital Corp | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q2 2020 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Destination Wealth Management | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 4 |
Headlands Technologies LLC | 4 | 4 | 0.01% | 0.03% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Ascent Group, LLC | 3 | 1 | 0.14% | 0.37% | 0.66% | Q4 2021 | Q4 2022 | 4 |
Cedar Wealth Management, LLC | 4 | 4 | 0.04% | 0.05% | 0.07% | Q4 2022 | Q3 2023 | 4 |
EMFO, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q1 2023 | 4 |
NWK Group, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2021 | 4 |
FOREFRONT WEALTH MANAGEMENT INC. | 3 | 3 | 2.53% | 3.21% | 3.85% | Q4 2021 | Q2 2022 | 3 |
East Coast Asset Management, LLC. | 3 | 3 | 0.16% | 0.18% | 0.19% | Q4 2012 | Q2 2013 | 3 |
Northstar Group, Inc. | 3 | 3 | 0.18% | 0.19% | 0.19% | Q4 2014 | Q2 2015 | 3 |
FINANCIAL COUNSELORS INC | 2 | 1 | 0.02% | 0.05% | 0.07% | Q1 2016 | Q4 2016 | 3 |
J.P. Turner & Co Capital Mnagement, LLC | 3 | 3 | 0.35% | 0.37% | 0.40% | Q1 2015 | Q3 2015 | 3 |
Visionary Wealth Advisors | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2022 | 3 |
Gleason Group, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 3 |
Compagnie Lombard Odier SCmA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2022 | 3 |
ARS Wealth Advisors, LLC | 3 | 3 | 0.23% | 0.32% | 0.41% | Q1 2017 | Q3 2017 | 3 |
Column Capital Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Hamilton Wealth, LLC | 3 | 3 | 0.23% | 0.26% | 0.29% | Q1 2023 | Q3 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.02% | 0.07% | Q4 2021 | Q4 2022 | 3 |
Sound View Wealth Advisors Group, LLC | 3 | 3 | 0.04% | 0.05% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.04% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 0.15% | 0.16% | 0.17% | Q1 2023 | Q3 2023 | 3 |
CONNABLE OFFICE INC | 2 | 1 | 0.56% | 0.79% | 1.25% | Q4 2018 | Q4 2019 | 3 |
TSFG, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
McAdam, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Yoder Wealth Management, Inc. | 3 | 3 | 0.24% | 0.26% | 0.28% | Q1 2023 | Q3 2023 | 3 |
Quantitative Advantage, LLC | 2 | 1 | 1.01% | 1.20% | 1.54% | Q2 2014 | Q3 2018 | 3 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.00% | 1.08% | 3.13% | Q2 2019 | Q3 2023 | 3 |
Richard Bernstein Advisors LLC | 2 | 1 | 0.06% | 1.23% | 2.71% | Q2 2014 | Q1 2016 | 3 |
PATTON ALBERTSON MILLER GROUP, LLC | 2 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2023 | 3 |
Relative Value Partners, LLC | 2 | 1 | 0.04% | 0.94% | 1.48% | Q2 2013 | Q3 2014 | 3 |
Blue Chip Partners, LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q4 2014 | Q2 2015 | 3 |
Peachtree Investment Partners, LLC | 1 | 1 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q2 2023 | 3 |
COMERICA SECURITIES,INC. | 2 | 1 | 0.05% | 0.05% | 0.06% | Q2 2022 | Q1 2023 | 3 |
Castle Rock Wealth Management, LLC | 3 | 3 | 0.20% | 0.22% | 0.24% | Q1 2023 | Q3 2023 | 3 |
Crown Wealth Group, LLC | 3 | 3 | 1.46% | 1.76% | 2.19% | Q4 2021 | Q2 2022 | 3 |
Sonora Investment Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
1832 Asset Management L.P. | 2 | 1 | 0.29% | 0.40% | 0.54% | Q1 2014 | Q2 2015 | 3 |
Parcion Private Wealth LLC | 3 | 3 | 0.05% | 0.26% | 0.55% | Q1 2020 | Q3 2020 | 3 |
Golden State Wealth Management, LLC | 3 | 3 | 0.01% | 0.04% | 0.06% | Q1 2019 | Q3 2019 | 3 |
CFO4Life Group, LLC | 2 | 1 | 0.10% | 0.34% | 0.47% | Q2 2018 | Q1 2019 | 3 |
Stonebridge Financial Planning Group, LLC | 3 | 3 | 0.00% | 0.05% | 0.10% | Q4 2019 | Q2 2020 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q2 2018 | 3 |
HORIZON BANCORP INC /IN/ | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.02% | 0.04% | 0.06% | Q2 2022 | Q3 2023 | 3 |
Resource Management, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q4 2021 | 3 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q1 2015 | 3 |
FSA Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2020 | 3 |
TIAA, FSB | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
New England Capital Financial Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
MBM Wealth Consultants, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
SALZHAUER MICHAEL | 2 | 1 | 0.08% | 0.09% | 0.10% | Q4 2016 | Q3 2018 | 3 |
Wealth Quarterback LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 3 |
Divergent Wealth Advisors | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Noble Family Wealth, LLC | 3 | 3 | 0.91% | 1.06% | 1.23% | Q1 2023 | Q3 2023 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q4 2018 | 3 |
MCDONALD PARTNERS LLC | 3 | 3 | 0.05% | 0.29% | 0.77% | Q4 2021 | Q2 2022 | 3 |
Integrity Financial Corp /WA | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
FinTrust Investment Advisory Services, LLC | 3 | 3 | 0.21% | 0.22% | 0.23% | Q3 2017 | Q1 2018 | 3 |
Gryphon Financial Partners LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q1 2020 | 3 |
Barnett & Company, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Alpha Cubed Investments, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
Private Portfolio Partners LLC | 3 | 3 | 0.10% | 0.10% | 0.10% | Q2 2019 | Q4 2019 | 3 |
Global Trust Asset Management, LLC | 2 | 1 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q4 2022 | 3 |
FundX Investment Group, LLC | 2 | 1 | 0.16% | 0.50% | 1.12% | Q1 2021 | Q4 2021 | 3 |
CHOREO, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Edge Capital Group, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 3 |
Petix & Botte Co | 2 | 1 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 3 |
Trilogy Capital Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.04% | 0.09% | 0.14% | Q4 2019 | Q2 2023 | 3 |
Concord Wealth Partners | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
LVW Advisors, LLC | 3 | 3 | 0.09% | 0.15% | 0.26% | Q4 2014 | Q2 2015 | 3 |
Optiver Holding B.V. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2018 | 3 |
MONROE BANK & TRUST/MI | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Waterloo Capital, L.P. | 3 | 3 | 0.10% | 0.23% | 0.30% | Q1 2023 | Q3 2023 | 3 |
TWO SIGMA ADVISERS, LP | 2 | 1 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q1 2018 | 3 |
JOYN Advisors, Inc. | 2 | 1 | 0.01% | 0.07% | 0.12% | Q2 2015 | Q1 2018 | 3 |
Savant Capital, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
LEE DANNER & BASS INC | 2 | 1 | 0.02% | 0.09% | 0.21% | Q2 2021 | Q3 2022 | 3 |
FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 3 | 3 | 0.13% | 0.15% | 0.16% | Q1 2020 | Q3 2020 | 3 |
BOSTON FAMILY OFFICE LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 3 |
Regis Acquisition Inc. | 3 | 3 | 2.02% | 2.22% | 2.34% | Q1 2023 | Q3 2023 | 3 |
AMERICAN NATIONAL BANK | 2 | 1 | 0.04% | 0.06% | 0.08% | Q3 2013 | Q4 2014 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.09% | 0.10% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Plan Group Financial, LLC | 2 | 1 | 0.19% | 0.25% | 0.35% | Q2 2022 | Q3 2023 | 3 |
ETF Portfolio Partners, Inc. | 3 | 3 | 0.47% | 0.51% | 0.54% | Q4 2015 | Q2 2016 | 3 |
Personal Wealth Partners | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 3 | 3 | 0.01% | 0.12% | 0.21% | Q1 2020 | Q3 2020 | 3 |
CLEAR STREET MARKETS LLC | 2 | 2 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q2 2022 | 3 |
Novak Financial Planning, LLC | 3 | 3 | 0.55% | 0.62% | 0.66% | Q4 2020 | Q2 2021 | 3 |
RWA WEALTH PARTNERS, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 3 |
Placemark Investments, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2014 | 3 |
Arlington Partners LLC | 2 | 1 | 0.10% | 2.41% | 7.01% | Q4 2017 | Q2 2023 | 3 |
Invesco Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Bellwether Advisors, LLC | 3 | 3 | 0.38% | 0.39% | 0.40% | Q1 2022 | Q3 2022 | 3 |
AdvicePeriod, LLC | 2 | 1 | 0.04% | 0.08% | 0.10% | Q4 2017 | Q2 2019 | 3 |
Red Door Wealth Management, LLC | 3 | 3 | 0.16% | 0.17% | 0.17% | Q2 2021 | Q4 2021 | 3 |
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 2 | 1 | 0.06% | 0.28% | 0.45% | Q3 2015 | Q2 2020 | 3 |
Avestar Capital, LLC | 3 | 3 | 0.06% | 0.19% | 0.44% | Q4 2018 | Q2 2019 | 3 |
Prostatis Group LLC | 3 | 3 | 0.13% | 0.15% | 0.18% | Q4 2022 | Q2 2023 | 3 |
N.E.W. Advisory Services LLC | 2 | 1 | 0.07% | 0.10% | 0.12% | Q4 2019 | Q3 2020 | 3 |
PITTENGER & ANDERSON INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 3 |
Cable Hill Partners, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q2 2015 | 3 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q3 2015 | Q1 2018 | 3 |
Baldrige Asset Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Missouri Trust & Investment Co | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Matthew Goff Investment Advisor, LLC | 3 | 3 | 0.14% | 0.14% | 0.15% | Q3 2017 | Q1 2018 | 3 |
NICOLET BANKSHARES INC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q1 2019 | Q2 2019 | 2 |
Crewe Advisors LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
CLEAR INVESTMENT RESEARCH, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Penserra Capital Management LLC | 1 | 1 | 0.00% | 0.15% | 0.31% | Q2 2018 | Q3 2023 | 2 |
Quantbot Technologies LP | 2 | 2 | 0.00% | 0.02% | 0.04% | Q1 2022 | Q2 2022 | 2 |
Moran Wealth Management, LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q1 2023 | 2 |
Arlington Capital Management, Inc. | 2 | 2 | 4.66% | 5.28% | 5.91% | Q4 2021 | Q1 2022 | 2 |
Freestone Capital Holdings, LLC | 1 | 1 | 0.07% | 0.31% | 0.54% | Q4 2018 | Q4 2019 | 2 |
Blackston Financial Advisory Group, LLC | 2 | 2 | 0.16% | 0.16% | 0.17% | Q1 2023 | Q2 2023 | 2 |
RAY GERALD L & ASSOCIATES LTD | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2015 | Q2 2015 | 2 |
Banyan Partners, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2013 | Q4 2013 | 2 |
RGT Wealth Advisors, LLC | 2 | 2 | 0.19% | 0.27% | 0.36% | Q3 2016 | Q4 2016 | 2 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q2 2022 | 2 |
LEO BROKERAGE, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
Winchester Group Inc. | 2 | 2 | 0.14% | 0.14% | 0.15% | Q2 2013 | Q3 2013 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Diversified Trust Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q4 2023 | 2 |
Bellwether Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2016 | 2 |
Idaho Trust Bank | 2 | 2 | 0.35% | 0.39% | 0.43% | Q2 2023 | Q3 2023 | 2 |
Lindbrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
Roof Eidam Maycock Peralta, LLC | 2 | 2 | 0.09% | 0.11% | 0.12% | Q3 2022 | Q4 2022 | 2 |
CMC Financial Group | 2 | 2 | 0.25% | 0.29% | 0.33% | Q1 2019 | Q2 2019 | 2 |
Capital Advantage, Inc. | 2 | 2 | 1.68% | 1.83% | 1.98% | Q2 2015 | Q3 2015 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.00% | 0.02% | 0.03% | Q4 2021 | Q1 2022 | 2 |
COZAD ASSET MANAGEMENT INC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2018 | Q3 2018 | 2 |
Burt Wealth Advisors | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q1 2016 | 2 |
Jefferies Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2018 | 2 |
Lourd Capital, LLC | 2 | 2 | 0.13% | 0.14% | 0.14% | Q2 2013 | Q3 2013 | 2 |
Acropolis Investment Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
Poehling Capital Management, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Clarius Group, LLC | 2 | 2 | 0.12% | 0.12% | 0.13% | Q1 2020 | Q2 2020 | 2 |
TRANSCEND CAPITAL ADVISORS, LLC | 2 | 2 | 0.14% | 0.22% | 0.31% | Q2 2020 | Q3 2020 | 2 |
ZACKS INVESTMENT MANAGEMENT | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
FIDUCIARY SERVICES CORP/GA | 2 | 2 | 0.20% | 0.26% | 0.31% | Q4 2014 | Q1 2015 | 2 |
PANORAMIC INVESTMENT ADVISORS, LLC | 1 | 1 | 0.37% | 0.38% | 0.39% | Q4 2022 | Q3 2023 | 2 |
True Wealth Design, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q1 2023 | 2 |
COLLECTIVE FAMILY OFFICE LLC | 2 | 2 | 0.09% | 0.18% | 0.27% | Q4 2022 | Q1 2023 | 2 |
INGALLS & SNYDER LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2017 | 2 |
Marks Wealth, LLC | 1 | 1 | 0.07% | 0.17% | 0.27% | Q3 2021 | Q2 2022 | 2 |
Polaris Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2018 | 2 |
BAIRD ROBERT W & CO INC /WI/ | 1 | 1 | 0.00% | 0.11% | 0.22% | Q2 2014 | Q1 2015 | 2 |
AllSquare Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q1 2015 | 2 |
R & A Capital Management, LLC | 2 | 2 | 0.73% | 0.74% | 0.74% | Q2 2013 | Q3 2013 | 2 |
TOWNSQUARE CAPITAL LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
River Street Advisors LLC | 2 | 2 | 0.28% | 0.30% | 0.32% | Q4 2022 | Q1 2023 | 2 |
CABANA LLC | 1 | 1 | 0.00% | 4.14% | 8.27% | Q2 2020 | Q4 2021 | 2 |
London & Capital Asset Management Ltd | 2 | 2 | 0.10% | 0.83% | 1.56% | Q2 2022 | Q3 2022 | 2 |
River Wealth Advisors LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q3 2018 | 2 |
Bradley & Co. Private Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CLARK FINANCIAL SERVICES GROUP INC /BD | 1 | 1 | 0.98% | 1.60% | 2.23% | Q2 2021 | Q3 2022 | 2 |
Global Endowment Management, LP | 2 | 2 | 0.31% | 0.34% | 0.36% | Q1 2018 | Q2 2018 | 2 |
Summit Global Investments | 2 | 2 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q2 2021 | 2 |
BARINGS LLC | 2 | 2 | 0.35% | 0.51% | 0.68% | Q1 2022 | Q2 2022 | 2 |
MURPHY CAPITAL MANAGEMENT INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q2 2019 | 2 |
BOK Financial Private Wealth, Inc. | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2016 | Q2 2016 | 2 |
HAP Trading, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 2 |
Davis Capital Management | 2 | 2 | 0.07% | 0.07% | 0.07% | Q1 2020 | Q2 2020 | 2 |
Richard P Slaughter Associates Inc | 2 | 2 | 0.48% | 0.67% | 0.86% | Q4 2019 | Q1 2020 | 2 |
Foothills Asset Management, Ltd. | 2 | 2 | 0.72% | 1.03% | 1.34% | Q4 2019 | Q1 2020 | 2 |
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 2 | 2 | 0.15% | 0.16% | 0.16% | Q1 2015 | Q2 2015 | 2 |
Linscomb & Williams, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q4 2022 | 2 |
1834 INVESTMENT ADVISORS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2021 | 2 |
Capital Bank & Trust Co | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q4 2019 | 2 |
ROPES WEALTH ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2017 | 2 |
Sullivan, Bruyette, Speros & Blaney, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
ASPIRIANT HOLDINGS S3, LLC | 2 | 2 | 0.23% | 0.78% | 1.34% | Q3 2015 | Q4 2015 | 2 |
SWS Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Noven Financial Group, Inc. | 2 | 2 | 0.72% | 0.82% | 0.93% | Q2 2014 | Q3 2014 | 2 |
Wilson & Boucher Capital Management, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2022 | Q3 2023 | 2 |
SouthState Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
WESPAC Advisors, LLC | 2 | 2 | 0.47% | 0.51% | 0.56% | Q2 2013 | Q3 2013 | 2 |
Covenant Multifamily Offices, LLC | 1 | 1 | 0.08% | 0.09% | 0.10% | Q4 2013 | Q2 2015 | 2 |
Reynolds Investment Management, Inc. | 2 | 2 | 1.47% | 1.56% | 1.66% | Q1 2022 | Q2 2022 | 2 |
Ackerman Capital Advisors, LLC | 2 | 2 | 0.01% | 0.05% | 0.09% | Q4 2018 | Q1 2019 | 2 |
Vectors Research Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2022 | 2 |
Pinnacle Bancorp, Inc. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q4 2020 | 2 |
BANQUE PICTET & CIE SA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
Narwhal Capital Management | 2 | 2 | 0.07% | 0.18% | 0.29% | Q3 2019 | Q4 2019 | 2 |
Stanford Investment Group, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2016 | 2 |
Burleson & Company, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Laird Norton Wetherby Wealth Management, LLC | 1 | 1 | 0.08% | 0.11% | 0.13% | Q3 2019 | Q1 2020 | 2 |
Spot Trading L.L.C | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 2 |
NWAM LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q4 2022 | 2 |
First American Bank | 1 | 1 | 0.02% | 0.02% | 0.03% | Q2 2016 | Q4 2016 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
Lebenthal Global Advisors, LLC | 2 | 2 | 0.34% | 0.49% | 0.65% | Q2 2023 | Q3 2023 | 2 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2021 | 2 |
Elite Wealth Management, Inc. | 2 | 2 | 0.25% | 0.36% | 0.47% | Q2 2014 | Q3 2014 | 2 |
High Falls Advisors, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q2 2016 | 2 |
Better Money Decisions, LLC | 1 | 1 | 0.02% | 0.05% | 0.07% | Q3 2021 | Q2 2022 | 2 |
RPG Investment Advisory, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Twelve Points Wealth Management LLC | 1 | 1 | 0.11% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 2 |
FIRST NATIONAL CORP /MA/ /ADV | 1 | 1 | 0.00% | 0.53% | 1.06% | Q1 2019 | Q1 2020 | 2 |
Fiduciary Group LLC | 2 | 2 | 0.24% | 0.27% | 0.29% | Q2 2015 | Q3 2015 | 2 |
UNION SAVINGS BANK | 2 | 2 | 0.31% | 0.33% | 0.34% | Q2 2023 | Q3 2023 | 2 |
Van Cleef Asset Management,Inc | 2 | 2 | 0.16% | 0.33% | 0.50% | Q4 2018 | Q1 2019 | 2 |
Altavista Wealth Management, Inc. | 2 | 2 | 0.07% | 0.07% | 0.08% | Q1 2019 | Q2 2019 | 2 |
Thomas J. Herzfeld Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q3 2014 | 2 |
Goodman Advisory Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Brevan Howard Capital Management LP | 1 | 1 | 0.15% | 0.26% | 0.37% | Q4 2021 | Q3 2022 | 2 |
Ellevest, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Northstar Advisory Group, LLC | 2 | 2 | 0.28% | 0.53% | 0.79% | Q2 2023 | Q3 2023 | 2 |
PRINCIPAL FINANCIAL GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Financial Advantage, Inc. | 1 | 1 | 0.01% | 0.04% | 0.06% | Q4 2014 | Q2 2020 | 2 |
OXFORD FINANCIAL GROUP, LTD. LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Laffer Tengler Investments, Inc. | 2 | 2 | 0.02% | 0.05% | 0.09% | Q1 2021 | Q2 2021 | 2 |
Braver Wealth Management, LLC | 2 | 2 | 0.65% | 0.72% | 0.79% | Q4 2015 | Q1 2016 | 2 |
SWAN Capital LLC | 1 | 1 | 0.62% | 0.76% | 0.90% | Q1 2023 | Q3 2023 | 2 |
Cleary Gull Holdings Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
Private Advisory Group LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
WMS Partners, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
ARTHUR M. COHEN & ASSOCIATES, LLC | 1 | 1 | 0.04% | 0.06% | 0.08% | Q4 2017 | Q3 2018 | 2 |
PRELUDE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q2 2021 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2022 | 2 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 2 |
Viewpoint Capital Management LLC | 2 | 2 | 0.13% | 0.16% | 0.19% | Q4 2021 | Q1 2022 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
US FINANCIAL ADVISORS, LLC | 2 | 2 | 0.03% | 0.06% | 0.09% | Q4 2015 | Q1 2016 | 2 |
Carnick & Kubik, LLC | 2 | 2 | 0.00% | 0.17% | 0.34% | Q4 2015 | Q1 2016 | 2 |
SMITH HAYES Advisers, Inc | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2014 | Q1 2016 | 2 |
Grey Street Capital, LLC | 2 | 2 | 0.11% | 0.13% | 0.14% | Q2 2023 | Q3 2023 | 2 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
Circle Wealth Management, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2020 | Q1 2020 | 1 |
Freedman Financial Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Phocas Financial Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Palo Capital, Inc. | 1 | 1 | 1.10% | 1.10% | 1.10% | Q4 2018 | Q4 2018 | 1 |
Penn Mutual Asset Management, LLC | 1 | 1 | 1.88% | 1.88% | 1.88% | Q1 2020 | Q1 2020 | 1 |
INVESTMENT PARTNERS, LTD. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2020 | Q2 2020 | 1 |
Smallwood Wealth Investment Management, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2022 | Q1 2022 | 1 |
GREENLEAF TRUST | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
FOUNDERS FINANCIAL SECURITIES LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Insight Folios Inc | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2019 | Q4 2019 | 1 |
Ipswich Investment Management Co., Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
ANGELES WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Paloma Partners Management Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MGO ONE SEVEN LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Edge Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
OLD NATIONAL BANCORP /IN/ | 1 | 1 | 0.50% | 0.50% | 0.50% | Q3 2018 | Q3 2018 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.77% | 0.77% | 0.77% | Q4 2021 | Q4 2021 | 1 |
PACIFIC FINANCIAL GROUP INC | 1 | 1 | 1.55% | 1.55% | 1.55% | Q2 2014 | Q2 2014 | 1 |
Cherry Creek Investment Advisors, Inc. | 1 | 1 | 1.98% | 1.98% | 1.98% | Q3 2023 | Q3 2023 | 1 |
Bremer Bank National Association | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
IronBridge Private Wealth, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Detwiler Fenton Investment Management LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q1 2015 | Q1 2015 | 1 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
DRIVE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2018 | Q2 2018 | 1 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Jackson Wealth Management, LLC | 1 | 1 | 1.72% | 1.72% | 1.72% | Q1 2023 | Q1 2023 | 1 |
Pointe Capital Management LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2016 | Q4 2016 | 1 |
Legacy Financial Strategies, LLC | 1 | 1 | 0.73% | 0.73% | 0.73% | Q2 2018 | Q2 2018 | 1 |
CPWM, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
ORG Partners LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2023 | Q1 2023 | 1 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Stadion Money Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2014 | Q2 2014 | 1 |
Family Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
MFA WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Simply Money Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
CITY NATIONAL BANK | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q4 2014 | 1 |
PagnatoKarp Partners LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2016 | Q4 2016 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Baltimore-Washington Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
SMITH, MOORE & CO. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Horizon Investments, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Selective Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
INVESTMENT HOUSE LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
BANK OF THE WEST | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q4 2015 | 1 |
ALTFEST L J & CO INC | 1 | 1 | 0.79% | 0.79% | 0.79% | Q2 2017 | Q2 2017 | 1 |
Retireful, LLC | 1 | 1 | 2.33% | 2.33% | 2.33% | Q3 2023 | Q3 2023 | 1 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2016 | Q2 2016 | 1 |
Pension Partners, LLC | 1 | 1 | 2.79% | 2.79% | 2.79% | Q4 2016 | Q4 2016 | 1 |
Jackson, Grant Investment Advisers, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
PFS INVESTMENTS INC. | 1 | 1 | 0.67% | 0.67% | 0.67% | Q4 2019 | Q4 2019 | 1 |
HERITAGE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Apriem Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Kohmann Bosshard Financial Services, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
ICON ADVISERS INC/CO | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2023 | Q3 2023 | 1 |
HAYS ADVISORY LLC | 1 | 1 | 0.92% | 0.92% | 0.92% | Q3 2018 | Q3 2018 | 1 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ProVise Management Group, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2016 | Q2 2016 | 1 |
PEOPLES FINANCIAL SERVICES CORP. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Strid Group, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2015 | Q4 2015 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
FIRST FOUNDATION ADVISORS | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Sepio Capital, LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2019 | Q3 2019 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
SIMMONS FIRST TRUST CO NA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
Sandy Cove Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Pathway Financial Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Domani Wealth, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q1 2015 | 1 |
Tower View Wealth Management LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2022 | Q1 2022 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2021 | Q4 2021 | 1 |
Aurora Private Wealth, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
FIRST HORIZON CORP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q2 2013 | 1 |
Sageworth Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Sheaff Brock Investment Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
BBVA USA Bancshares, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Taikang Asset Management (Hong Kong) Co Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
Timber Creek Capital Management LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2013 | Q3 2013 | 1 |
Weiss Multi-Strategy Advisers LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
Private Ocean, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
O'Brien Wealth Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
COBIZ WEALTH, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
UMB Bank, n.a. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Aspire Private Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Infini Master Fund | 1 | 1 | 0.94% | 0.94% | 0.94% | Q2 2021 | Q2 2021 | 1 |
Mirae Asset Global Investments Co., Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
UNIVEST FINANCIAL Corp | 1 | 1 | 0.52% | 0.52% | 0.52% | Q4 2020 | Q4 2020 | 1 |
ATHERTON LANE ADVISERS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
Milestone Advisory Partners | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
DRAVO BAY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Virtus Fund Advisers, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
AlphaStar Capital Management, LLC | 1 | 1 | 0.88% | 0.88% | 0.88% | Q4 2017 | Q4 2017 | 1 |
INSIGHT 2811, INC. | 1 | 1 | 0.58% | 0.58% | 0.58% | Q2 2016 | Q2 2016 | 1 |
PARK AVENUE SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Lansing Street Advisors | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2022 | Q3 2022 | 1 |
BOS Asset Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Blue Granite Capital, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2017 | Q4 2017 | 1 |
LITTLE HOUSE CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.70% | 0.70% | 0.70% | Q1 2019 | Q1 2019 | 1 |
RITHOLTZ WEALTH MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
COLONY GROUP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
GENERAL ELECTRIC CO | 1 | 1 | 0.96% | 0.96% | 0.96% | Q3 2017 | Q3 2017 | 1 |
AUGUSTINE ASSET MANAGEMENT INC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2015 | Q4 2015 | 1 |
Sterling Global Strategies LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2018 | Q4 2018 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2022 | Q3 2022 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Rice Partnership, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Global Wealth Strategies & Associates | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Delos Wealth Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
Derbend Asset Management | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2023 | Q3 2023 | 1 |
Maltin Wealth Management, Inc. | 1 | 1 | 0.68% | 0.68% | 0.68% | Q4 2019 | Q4 2019 | 1 |
Black Swift Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Ameraudi Asset Management, Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2019 | Q4 2019 | 1 |
EPG Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.83% | 0.83% | 0.83% | Q3 2023 | Q3 2023 | 1 |
Prosperity Wealth Management, Inc. | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2022 | Q4 2022 | 1 |
Zurich Insurance Group Ltd/FI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Progressive Investment Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Grace Capital | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2019 | Q2 2019 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Stonehage Fleming Financial Services Holdings Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
Icon Wealth Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
B.O.S.S. Retirement Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
GeoWealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Litman Gregory Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Truepoint, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2017 | Q3 2017 | 1 |
WealthStone, Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2020 | Q2 2020 | 1 |
Carmel Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Godshalk Welsh Capital Management, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2014 | Q4 2014 | 1 |
Vivaldi Capital Management LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Valence8 US LP | 1 | 1 | 1.46% | 1.46% | 1.46% | Q4 2022 | Q4 2022 | 1 |
Heritage Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Newton One Investments LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Clear Perspectives Financial Planning, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
CASTLE WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Cape Investment Advisory, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
AT Bancorp | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2014 | Q2 2014 | 1 |
WESBANCO BANK INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Badgley Phelps Wealth Managers, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Financial Advisors Network, Inc. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2018 | Q4 2018 | 1 |
Lake Hills Wealth Management, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2021 | Q4 2021 | 1 |
MID CONTINENT CAPITAL LLC/IL | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q4 2014 | 1 |
Ardent Capital Management, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
tru Independence LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Crestwood Advisors Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Johnson Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Next Level Private LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2022 | Q2 2022 | 1 |
BOENNING & SCATTERGOOD, INC. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2020 | Q2 2020 | 1 |
Cherry Tree Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Bullseye Investment Management, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q2 2022 | Q2 2022 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Your Advocates Ltd., LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Birch Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Quad Capital Management Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2017 | Q3 2017 | 1 |
ROBERTSON STEPHENS ADVISORS LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2016 | Q4 2016 | 1 |
Nelson Capital Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Concorde Asset Management, LLC | 1 | 1 | 1.09% | 1.09% | 1.09% | Q4 2015 | Q4 2015 | 1 |
Fortis Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
MATHER GROUP, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Coyle Financial Counsel LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Squar Milner Financial Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
NEW ENGLAND ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Tandem Wealth Advisors LLC | 1 | 1 | 1.11% | 1.11% | 1.11% | Q4 2022 | Q4 2022 | 1 |
DRW Securities, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2013 | Q3 2013 | 1 |
Briaud Financial Planning, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Infini Capital Management Ltd | 1 | 1 | 0.94% | 0.94% | 0.94% | Q2 2021 | Q2 2021 | 1 |
BlackRock Institutional Trust Company, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
KING LUTHER CAPITAL MANAGEMENT CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Coho Partners, Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Thor Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2019 | Q3 2019 | 1 |
Zions Bancorporation, N.A. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
WASHINGTON TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
LifePro Asset Management | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Silver Bridge Capital Management LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q2 2013 | 1 |
Shamrock Asset Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Columbus Macro, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2019 | Q2 2019 | 1 |
TOTH FINANCIAL ADVISORY CORP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2014 | Q2 2014 | 1 |
Hefty Wealth Partners | 1 | 1 | 0.60% | 0.60% | 0.60% | Q4 2015 | Q4 2015 | 1 |
qPULA Trading Management LP | 1 | 1 | 0.72% | 0.72% | 0.72% | Q4 2021 | Q4 2021 | 1 |
WealthOne, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
BLB&B Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 |
FIRST NATIONAL TRUST CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
Marmo Financial Group, LLC | 1 | 1 | 8.58% | 8.58% | 8.58% | Q4 2022 | Q4 2022 | 1 |
WealthTrust Fairport, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Juniper Hill Capital Management LP | 1 | 1 | 9.54% | 9.54% | 9.54% | Q1 2022 | Q1 2022 | 1 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
VitalStone Financial, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
ARROW FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Betterment LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
CADENCE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q1 2020 | Q1 2020 | 1 |
Elm Partners Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Monument Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Align Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
External links
This page lists all the filers that currently own VANGUARD WORLD FDS or have owned VANGUARD WORLD FDS in the past.