Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 111 |
Cutler Group LLC / CA | 18 | 1 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q3 2023 | 67 |
HUNTINGTON NATIONAL BANK | 23 | 11 | 0.00% | 0.00% | 0.01% | Q1 2009 | Q3 2023 | 55 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 47 |
Citadel Advisors | 14 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 46 |
GOLDMAN SACHS GROUP INC | 42 | 3 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q3 2023 | 45 |
JANE STREET GROUP, LLC | 12 | 1 | 0.00% | 0.00% | 0.05% | Q1 2014 | Q3 2023 | 45 |
Veritable, L.P. | 43 | 43 | 0.03% | 0.04% | 0.05% | Q4 2012 | Q2 2023 | 43 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.23% | 0.35% | Q2 2013 | Q3 2023 | 43 |
McKinley Carter Wealth Services, Inc. | 42 | 42 | 0.02% | 0.20% | 0.75% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 42 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 42 | 42 | 0.02% | 0.26% | 1.25% | Q2 2013 | Q3 2023 | 42 |
Creative Planning | 42 | 42 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.03% | 0.06% | 0.15% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.01% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
JOHNSON INVESTMENT COUNSEL INC | 42 | 42 | 0.04% | 0.15% | 0.34% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
BOKF, NA | 32 | 9 | 0.03% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 41 |
WBH ADVISORY INC | 38 | 3 | 1.10% | 2.64% | 4.03% | Q2 2013 | Q3 2023 | 41 |
HighTower Advisors, LLC | 30 | 11 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 41 |
Focused Wealth Management, Inc | 41 | 41 | 0.06% | 0.97% | 2.24% | Q3 2013 | Q3 2023 | 41 |
Kistler-Tiffany Companies, LLC | 41 | 41 | 0.07% | 0.62% | 1.48% | Q2 2013 | Q2 2023 | 41 |
NORTHSTAR ASSET MANAGEMENT Co LLC | 41 | 41 | 0.20% | 1.11% | 1.47% | Q3 2013 | Q3 2023 | 41 |
SYNOVUS FINANCIAL CORP | 41 | 41 | 0.00% | 0.12% | 0.21% | Q3 2013 | Q3 2023 | 41 |
Bartlett & Co. LLC | 25 | 16 | 0.02% | 0.08% | 0.12% | Q3 2013 | Q4 2023 | 41 |
TRUST CO OF OKLAHOMA | 28 | 13 | 4.48% | 6.26% | 7.68% | Q2 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
SOL Capital Management CO | 41 | 41 | 0.64% | 1.23% | 1.94% | Q3 2013 | Q3 2023 | 41 |
Beacon Capital Management, Inc. | 40 | 40 | 0.01% | 5.61% | 8.72% | Q4 2013 | Q3 2023 | 40 |
UBS Group AG | 36 | 36 | 0.00% | 0.05% | 0.09% | Q4 2014 | Q3 2023 | 40 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 29 | 11 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 40 |
Janney Montgomery Scott LLC | 29 | 11 | 0.01% | 0.05% | 0.11% | Q3 2013 | Q3 2023 | 40 |
ENVESTNET ASSET MANAGEMENT INC | 30 | 9 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 39 |
FMR LLC | 39 | 39 | 0.00% | 0.02% | 0.05% | Q1 2014 | Q3 2023 | 39 |
North Star Investment Management Corp. | 39 | 39 | 0.00% | 0.02% | 0.04% | Q1 2014 | Q3 2023 | 39 |
Sandy Spring Bank | 38 | 38 | 0.00% | 0.00% | 0.02% | Q2 2014 | Q3 2023 | 38 |
Bragg Financial Advisors, Inc | 26 | 12 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 38 |
DOWLING & YAHNKE LLC | 38 | 38 | 0.29% | 0.61% | 0.90% | Q2 2013 | Q3 2022 | 38 |
Bouchey Financial Group Ltd | 25 | 13 | 0.04% | 1.68% | 3.79% | Q4 2013 | Q3 2023 | 38 |
Essex Financial Services, Inc. | 23 | 14 | 0.06% | 0.40% | 1.39% | Q3 2013 | Q3 2023 | 37 |
B. Riley Wealth Advisors, Inc. | 36 | 1 | 0.01% | 0.11% | 0.40% | Q2 2014 | Q3 2023 | 37 |
D.A. DAVIDSON & CO. | 34 | 3 | 0.00% | 0.01% | 0.06% | Q1 2014 | Q3 2023 | 37 |
Private Advisor Group, LLC | 37 | 37 | 0.01% | 0.05% | 0.21% | Q3 2014 | Q3 2023 | 37 |
Community Bank, N.A. | 36 | 36 | 0.09% | 0.16% | 0.24% | Q4 2014 | Q3 2023 | 36 |
OPPENHEIMER & CO INC | 12 | 4 | 0.01% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 36 |
Northeast Financial Consultants Inc | 28 | 8 | 0.06% | 1.31% | 5.53% | Q4 2013 | Q3 2023 | 36 |
Archford Capital Strategies, LLC | 36 | 36 | 0.05% | 1.04% | 2.30% | Q1 2014 | Q4 2022 | 36 |
Baker Ellis Asset Management LLC | 36 | 36 | 0.11% | 0.38% | 0.62% | Q4 2014 | Q3 2023 | 36 |
MASSMUTUAL TRUST CO FSB/ADV | 29 | 1 | 0.00% | 0.23% | 0.38% | Q3 2014 | Q4 2023 | 35 |
Autus Asset Management, LLC | 35 | 35 | 0.07% | 0.11% | 0.16% | Q2 2014 | Q4 2022 | 35 |
GLENMEDE TRUST CO NA | 21 | 14 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 35 |
Ledyard National Bank | 35 | 35 | 0.02% | 0.08% | 0.21% | Q2 2013 | Q4 2021 | 35 |
Edge Wealth Management LLC | 35 | 35 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2021 | 35 |
Raymond James Financial Services Advisors, Inc. | 33 | 1 | 0.01% | 0.08% | 0.16% | Q2 2013 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.01% | 0.02% | 0.04% | Q2 2015 | Q3 2023 | 34 |
STIFEL FINANCIAL CORP | 32 | 2 | 0.00% | 0.03% | 0.08% | Q1 2015 | Q3 2023 | 34 |
JPMORGAN CHASE & CO | 34 | 34 | 0.00% | 0.03% | 0.10% | Q2 2015 | Q3 2023 | 34 |
M&T BANK CORP | 18 | 15 | 0.12% | 0.30% | 0.69% | Q2 2015 | Q3 2023 | 33 |
BLB&B Advisors, LLC | 12 | 3 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 33 |
Stratos Wealth Partners, LTD. | 27 | 6 | 0.02% | 0.05% | 0.23% | Q1 2015 | Q3 2023 | 33 |
Krilogy Financial LLC | 33 | 33 | 0.04% | 0.15% | 0.54% | Q3 2015 | Q3 2023 | 33 |
J.P. Morgan Private Wealth Advisors LLC | 33 | 33 | 0.00% | 0.02% | 0.08% | Q3 2015 | Q3 2023 | 33 |
Quantitative Advantage, LLC | 26 | 1 | 0.38% | 1.75% | 3.12% | Q2 2013 | Q1 2023 | 33 |
D'Orazio & Associates, Inc. | 24 | 9 | 0.01% | 2.59% | 10.65% | Q4 2013 | Q4 2022 | 33 |
Cetera Advisors LLC | 28 | 1 | 0.01% | 0.10% | 0.75% | Q4 2013 | Q3 2023 | 32 |
Granite Investment Advisors, LLC | 32 | 32 | 0.06% | 0.44% | 0.96% | Q4 2013 | Q3 2021 | 32 |
Ayalon Insurance Comp Ltd. | 24 | 8 | 2.82% | 6.01% | 10.54% | Q1 2015 | Q3 2023 | 32 |
AllSquare Wealth Management LLC | 32 | 32 | 0.03% | 0.04% | 0.08% | Q4 2015 | Q3 2023 | 32 |
Plante Moran Financial Advisors, LLC | 32 | 32 | 0.01% | 0.01% | 0.03% | Q4 2015 | Q3 2023 | 32 |
Mariner, LLC | 24 | 3 | 0.01% | 0.12% | 0.43% | Q2 2013 | Q3 2023 | 31 |
Bank of New York Mellon Corp | 28 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 31 |
VANGUARD GROUP INC | 23 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 31 |
Advisory Services Network, LLC | 27 | 4 | 0.00% | 0.04% | 0.09% | Q4 2015 | Q3 2023 | 31 |
BARCLAYS PLC | 15 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.01% | 0.03% | 0.15% | Q4 2015 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 31 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.03% | 0.24% | 0.71% | Q2 2013 | Q3 2020 | 30 |
NEXT Financial Group, Inc | 30 | 30 | 0.01% | 0.24% | 0.68% | Q3 2014 | Q4 2021 | 30 |
Snowden Capital Advisors LLC | 22 | 8 | 0.06% | 0.11% | 0.24% | Q1 2016 | Q3 2023 | 30 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 30 | 30 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 30 |
WATERS PARKERSON & CO., LLC | 30 | 30 | 0.02% | 0.03% | 0.03% | Q2 2016 | Q3 2023 | 30 |
FIRST FINANCIAL CORP /IN/ | 30 | 30 | 1.35% | 2.07% | 3.16% | Q2 2016 | Q3 2023 | 30 |
Institute for Wealth Management, LLC. | 14 | 1 | 0.05% | 0.23% | 0.60% | Q4 2013 | Q3 2023 | 30 |
CWM, LLC | 22 | 8 | 0.00% | 0.00% | 0.02% | Q1 2016 | Q3 2023 | 30 |
STEPHENS INC /AR/ | 30 | 30 | 0.01% | 0.03% | 0.08% | Q2 2016 | Q3 2023 | 30 |
Tower Research Capital LLC (TRC) | 22 | 1 | 0.00% | 0.11% | 0.69% | Q3 2013 | Q3 2023 | 30 |
Raab & Moskowitz Asset Management LLC | 30 | 30 | 0.16% | 0.63% | 0.90% | Q2 2016 | Q3 2023 | 30 |
DUBUQUE BANK & TRUST CO | 21 | 1 | 0.06% | 0.36% | 1.30% | Q2 2013 | Q4 2021 | 30 |
Allworth Financial LP | 29 | 29 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 29 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 18 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2021 | 29 |
Sabal Trust CO | 29 | 29 | 0.22% | 0.29% | 0.52% | Q3 2016 | Q3 2023 | 29 |
Anchor Investment Management, LLC | 28 | 28 | 0.00% | 0.29% | 0.68% | Q1 2017 | Q4 2023 | 28 |
QCI ASSET MANAGEMENT INC/NY | 28 | 28 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2020 | 28 |
Avantax Planning Partners, Inc. | 28 | 28 | 0.02% | 1.34% | 4.55% | Q4 2016 | Q3 2023 | 28 |
IHT Wealth Management, LLC | 28 | 28 | 0.02% | 0.29% | 0.68% | Q4 2016 | Q3 2023 | 28 |
CMH Wealth Management LLC | 28 | 28 | 1.92% | 3.49% | 5.33% | Q4 2016 | Q3 2023 | 28 |
Pflug Koory, LLC | 28 | 28 | 0.00% | 0.04% | 0.07% | Q4 2016 | Q3 2023 | 28 |
NORTHERN TRUST CORP | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 28 |
Greytown Advisors Inc. | 28 | 28 | 0.67% | 2.42% | 3.53% | Q4 2016 | Q3 2023 | 28 |
Exchange Capital Management, Inc. | 27 | 1 | 0.01% | 0.99% | 1.56% | Q3 2014 | Q3 2023 | 28 |
WP Advisors, LLC | 28 | 28 | 0.19% | 0.24% | 0.34% | Q4 2016 | Q3 2023 | 28 |
Pinnacle Advisory Group, Inc. | 19 | 9 | 0.03% | 0.08% | 0.23% | Q1 2014 | Q1 2021 | 28 |
FRANKLIN RESOURCES INC | 16 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.01% | 0.05% | 0.19% | Q4 2016 | Q3 2023 | 28 |
Garrison Asset Management, LLC | 28 | 28 | 0.66% | 1.03% | 1.34% | Q4 2016 | Q3 2023 | 28 |
Sigma Planning Corp | 28 | 28 | 0.01% | 0.03% | 0.07% | Q4 2016 | Q3 2023 | 28 |
Evanson Asset Management, LLC | 28 | 28 | 0.10% | 0.16% | 0.22% | Q4 2016 | Q3 2023 | 28 |
Cetera Investment Advisers | 14 | 13 | 0.02% | 0.09% | 0.19% | Q4 2016 | Q3 2023 | 27 |
Simmons Bank | 27 | 27 | 0.02% | 0.03% | 0.04% | Q1 2017 | Q3 2023 | 27 |
Caprock Group, LLC | 13 | 3 | 0.03% | 0.06% | 0.16% | Q3 2015 | Q3 2023 | 27 |
Pacific Center for Financial Services | 24 | 3 | 0.02% | 0.04% | 0.05% | Q4 2016 | Q3 2023 | 27 |
CAPTRUST FINANCIAL ADVISORS | 26 | 1 | 0.00% | 0.02% | 0.10% | Q1 2016 | Q3 2023 | 27 |
Cetera Advisor Networks LLC | 21 | 6 | 0.01% | 0.03% | 0.12% | Q4 2016 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.06% | 0.10% | Q2 2013 | Q4 2019 | 27 |
CONDOR CAPITAL MANAGEMENT | 27 | 27 | 0.12% | 0.19% | 0.28% | Q1 2015 | Q3 2021 | 27 |
First PREMIER Bank | 27 | 27 | 0.03% | 0.16% | 0.31% | Q1 2017 | Q3 2023 | 27 |
Cornerstone Wealth Management, LLC | 24 | 3 | 0.04% | 0.07% | 0.13% | Q4 2016 | Q3 2023 | 27 |
Callan Capital, LLC | 27 | 27 | 0.11% | 0.54% | 0.73% | Q1 2017 | Q3 2023 | 27 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 24 | 3 | 0.00% | 0.01% | 0.07% | Q2 2015 | Q4 2022 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.01% | 0.05% | 0.44% | Q4 2016 | Q3 2023 | 27 |
Keeley-Teton Advisors, LLC | 27 | 27 | 0.19% | 0.47% | 0.68% | Q1 2017 | Q3 2023 | 27 |
AE Wealth Management LLC | 27 | 27 | 0.01% | 0.08% | 0.19% | Q1 2017 | Q3 2023 | 27 |
BLAIR WILLIAM & CO/IL | 26 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 27 |
COMERICA BANK | 23 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 26 |
COLONY GROUP LLC | 26 | 26 | 0.01% | 0.05% | 0.25% | Q2 2017 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.03% | 0.08% | 0.17% | Q2 2017 | Q3 2023 | 26 |
CHEMICAL BANK | 25 | 25 | 0.20% | 0.27% | 0.33% | Q2 2013 | Q2 2019 | 25 |
COURIER CAPITAL LLC | 25 | 25 | 0.02% | 0.04% | 0.04% | Q3 2017 | Q3 2023 | 25 |
SIGNATUREFD, LLC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 25 |
Bison Wealth, LLC | 11 | 1 | 0.04% | 0.20% | 0.48% | Q2 2015 | Q3 2023 | 25 |
BDO Wealth Advisors, LLC | 25 | 25 | 0.02% | 0.05% | 0.12% | Q2 2017 | Q2 2023 | 25 |
Roble, Belko & Company, Inc | 25 | 25 | 0.00% | 0.02% | 0.11% | Q1 2017 | Q1 2023 | 25 |
VISTA INVESTMENT MANAGEMENT | 24 | 24 | 0.16% | 0.25% | 0.39% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q3 2023 | 24 |
PIN OAK INVESTMENT ADVISORS INC | 24 | 24 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
Carmichael Hill & Associates, Inc. | 24 | 24 | 0.21% | 0.28% | 0.41% | Q4 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
DEUTSCHE BANK AG\ | 16 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 24 |
CENTAURUS FINANCIAL, INC. | 24 | 24 | 0.02% | 0.12% | 0.61% | Q4 2017 | Q3 2023 | 24 |
FAIRFIELD, BUSH & CO. | 24 | 24 | 0.07% | 0.15% | 0.29% | Q4 2017 | Q3 2023 | 24 |
KCM INVESTMENT ADVISORS LLC | 24 | 24 | 0.02% | 0.65% | 1.14% | Q4 2017 | Q3 2023 | 24 |
Madden Advisory Services, Inc. | 24 | 24 | 0.02% | 1.37% | 1.96% | Q1 2014 | Q4 2019 | 24 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 24 | 24 | 0.16% | 0.20% | 0.26% | Q4 2017 | Q3 2023 | 24 |
Bray Capital Advisors | 23 | 1 | 0.02% | 0.70% | 1.22% | Q3 2015 | Q3 2023 | 24 |
Atria Investments, Inc | 14 | 1 | 0.02% | 0.09% | 0.26% | Q4 2016 | Q3 2023 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.04% | 0.06% | 0.08% | Q4 2017 | Q3 2023 | 24 |
Gryphon Financial Partners LLC | 24 | 24 | 0.14% | 0.19% | 0.41% | Q4 2017 | Q3 2023 | 24 |
MUFG Americas Holdings Corp | 17 | 6 | 0.00% | 0.00% | 0.01% | Q3 2011 | Q3 2022 | 23 |
EVERGREEN CAPITAL MANAGEMENT LLC | 23 | 23 | 0.02% | 0.04% | 0.09% | Q1 2018 | Q3 2023 | 23 |
ATLAS CAPITAL ADVISORS LLC | 23 | 23 | 0.35% | 0.58% | 1.04% | Q1 2018 | Q3 2023 | 23 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 23 | 23 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 23 |
Advisors Capital Management, LLC | 23 | 23 | 0.02% | 0.04% | 0.05% | Q1 2018 | Q3 2023 | 23 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.06% | 0.16% | Q2 2017 | Q3 2023 | 23 |
BAILARD, INC. | 20 | 3 | 0.01% | 0.03% | 0.05% | Q3 2017 | Q3 2023 | 23 |
Arete Wealth Advisors, LLC | 9 | 4 | 0.02% | 0.05% | 0.11% | Q2 2017 | Q3 2023 | 23 |
FLAGSHIP HARBOR ADVISORS, LLC | 23 | 23 | 0.02% | 0.05% | 0.10% | Q2 2017 | Q4 2022 | 23 |
BROWN BROTHERS HARRIMAN & CO | 14 | 9 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2023 | 23 |
Doyle Wealth Management | 23 | 23 | 0.06% | 0.08% | 0.10% | Q1 2017 | Q3 2022 | 23 |
CALTON & ASSOCIATES, INC. | 23 | 23 | 0.64% | 1.41% | 3.14% | Q4 2017 | Q2 2023 | 23 |
IFG Advisory, LLC | 22 | 1 | 0.03% | 0.05% | 0.09% | Q4 2017 | Q3 2023 | 23 |
Belpointe Asset Management LLC | 16 | 6 | 0.01% | 0.04% | 0.07% | Q3 2017 | Q1 2023 | 22 |
First Heartland Consultants, Inc. | 13 | 9 | 0.01% | 0.08% | 0.18% | Q1 2017 | Q3 2023 | 22 |
Neuberger Berman Group LLC | 15 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 22 |
IndexIQ Advisors LLC | 15 | 3 | 0.00% | 0.03% | 0.19% | Q3 2015 | Q1 2022 | 22 |
REILLY FINANCIAL ADVISORS, LLC | 21 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q4 2021 | 22 |
Evercore Wealth Management, LLC | 12 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2022 | 22 |
CREDIT SUISSE AG/ | 14 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2020 | 22 |
NOMURA ASSET MANAGEMENT CO LTD | 13 | 1 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q3 2023 | 22 |
Financial Architects, Inc | 15 | 1 | 0.01% | 0.10% | 0.23% | Q4 2016 | Q4 2022 | 22 |
PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 22 | 22 | 0.05% | 0.08% | 0.10% | Q4 2015 | Q1 2021 | 22 |
RAND WEALTH, LLC | 22 | 22 | 2.15% | 2.49% | 3.11% | Q2 2013 | Q3 2018 | 22 |
Main Management LLC | 22 | 22 | 0.03% | 0.34% | 0.84% | Q2 2018 | Q3 2023 | 22 |
BROWN ADVISORY INC | 13 | 9 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 22 |
TRUSTCORE FINANCIAL SERVICES, LLC | 21 | 21 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q4 2022 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.04% | 0.07% | 0.18% | Q3 2018 | Q3 2023 | 21 |
Morningstar Investment Services LLC | 14 | 7 | 0.12% | 0.48% | 0.85% | Q2 2013 | Q3 2023 | 21 |
Farmers & Merchants Trust Co of Chambersburg PA | 20 | 1 | 0.01% | 0.02% | 0.06% | Q2 2018 | Q3 2023 | 21 |
Aevitas Wealth Management, Inc. | 21 | 21 | 0.80% | 1.88% | 3.58% | Q4 2017 | Q4 2022 | 21 |
FIRST MANHATTAN CO. LLC. | 15 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 21 |
ASSETMARK, INC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Capital Advantage, Inc. | 21 | 21 | 0.06% | 0.10% | 0.17% | Q4 2013 | Q4 2018 | 21 |
Clearwater Capital Advisors, LLC | 21 | 21 | 0.03% | 0.20% | 0.45% | Q2 2016 | Q2 2021 | 21 |
Jacobi Capital Management LLC | 21 | 21 | 0.00% | 0.02% | 0.04% | Q3 2016 | Q3 2021 | 21 |
FIDUCIARY TRUST CO | 20 | 20 | 0.01% | 0.09% | 0.24% | Q4 2018 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.06% | 0.10% | 0.16% | Q4 2018 | Q3 2023 | 20 |
Garde Capital, Inc. | 13 | 7 | 0.04% | 0.26% | 1.06% | Q2 2014 | Q3 2019 | 20 |
Confluence Wealth Management LLC | 19 | 1 | 0.11% | 0.20% | 0.28% | Q2 2015 | Q3 2020 | 20 |
Magnus Financial Group LLC | 20 | 20 | 0.03% | 0.25% | 0.82% | Q4 2018 | Q3 2023 | 20 |
EATON VANCE MANAGEMENT | 8 | 4 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2022 | 20 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 20 | 20 | 0.06% | 0.21% | 0.64% | Q4 2018 | Q3 2023 | 20 |
CIBC Private Wealth Group, LLC | 19 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.07% | 0.15% | Q4 2017 | Q3 2022 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Private Wealth Advisors, LLC | 20 | 20 | 0.25% | 0.48% | 0.96% | Q4 2018 | Q3 2023 | 20 |
Allen Investment Management, LLC | 13 | 7 | 0.01% | 0.05% | 0.10% | Q2 2016 | Q3 2023 | 20 |
CULLEN/FROST BANKERS, INC. | 19 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q2 2022 | 20 |
DAGCO, INC. | 20 | 20 | 0.34% | 0.88% | 2.96% | Q4 2018 | Q3 2023 | 20 |
Principle Wealth Partners LLC | 20 | 20 | 0.08% | 0.82% | 4.80% | Q4 2018 | Q3 2023 | 20 |
Full Sail Capital, LLC | 20 | 20 | 0.94% | 1.25% | 1.52% | Q4 2018 | Q3 2023 | 20 |
Stratos Wealth Advisors, LLC | 20 | 20 | 0.06% | 0.29% | 1.34% | Q4 2018 | Q3 2023 | 20 |
Integrated Wealth Concepts LLC | 19 | 19 | 0.01% | 0.03% | 0.07% | Q1 2019 | Q3 2023 | 19 |
WINTRUST INVESTMENTS LLC | 11 | 8 | 0.08% | 0.15% | 0.21% | Q1 2018 | Q4 2022 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Traverso Chambers Private Wealth Management, LLC | 14 | 5 | 0.07% | 0.10% | 0.13% | Q4 2018 | Q3 2023 | 19 |
Matthew Goff Investment Advisor, LLC | 14 | 5 | 0.66% | 0.97% | 1.70% | Q3 2017 | Q3 2023 | 19 |
Nan Shan Life Insurance Co., Ltd. | 10 | 9 | 0.13% | 0.58% | 1.47% | Q3 2013 | Q4 2019 | 19 |
Western Wealth Management, LLC | 11 | 8 | 0.08% | 0.13% | 0.28% | Q4 2018 | Q3 2023 | 19 |
OPTIMUM INVESTMENT ADVISORS | 13 | 6 | 0.00% | 0.02% | 0.08% | Q1 2019 | Q4 2023 | 19 |
Vantage Investment Advisors, LLC | 11 | 8 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2018 | 19 |
AVANTAX ADVISORY SERVICES, INC. | 19 | 19 | 0.02% | 0.10% | 0.15% | Q1 2019 | Q3 2023 | 19 |
Sargent Bickham Lagudis LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q4 2022 | 19 |
LIBERTY WEALTH MANAGEMENT LLC | 16 | 3 | 0.04% | 0.37% | 0.72% | Q4 2018 | Q3 2023 | 19 |
Psagot Value Holdings Ltd. | 17 | 2 | 0.00% | 0.01% | 0.06% | Q3 2016 | Q3 2021 | 19 |
Glassman Wealth Services | 18 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2020 | 19 |
Crestwood Advisors Group, LLC | 18 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 19 |
OPPENHEIMER ASSET MANAGEMENT INC. | 19 | 19 | 0.06% | 0.10% | 0.14% | Q1 2018 | Q3 2022 | 19 |
TIAA, FSB | 11 | 8 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2023 | 19 |
Rockefeller Capital Management L.P. | 19 | 19 | 0.01% | 0.06% | 0.09% | Q1 2019 | Q3 2023 | 19 |
SHINE INVESTMENT ADVISORY SERVICES INC | 19 | 19 | 0.35% | 0.60% | 0.92% | Q1 2016 | Q3 2020 | 19 |
KINGS POINT CAPITAL MANAGEMENT | 14 | 5 | 0.00% | 0.03% | 0.04% | Q4 2016 | Q1 2022 | 19 |
CONSOLIDATED CAPITAL MANAGEMENT, LLC | 16 | 2 | 0.15% | 0.61% | 1.60% | Q1 2017 | Q2 2022 | 18 |
Rikoon Group, LLC | 18 | 18 | 0.26% | 0.41% | 0.50% | Q4 2016 | Q1 2021 | 18 |
JAMES INVESTMENT RESEARCH INC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2023 | 18 |
KEYBANK NATIONAL ASSOCIATION/OH | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2023 | 18 |
Cavalier Investments, LLC | 10 | 1 | 0.12% | 1.02% | 1.74% | Q1 2017 | Q3 2023 | 18 |
BB&T SECURITIES, LLC | 18 | 18 | 0.01% | 0.02% | 0.04% | Q2 2015 | Q3 2019 | 18 |
Lenox Wealth Advisors, LLC | 18 | 18 | 0.00% | 0.03% | 0.15% | Q4 2017 | Q1 2022 | 18 |
Koshinski Asset Management, Inc. | 16 | 1 | 0.05% | 0.08% | 0.15% | Q4 2017 | Q3 2023 | 18 |
RAY GERALD L & ASSOCIATES LTD | 18 | 18 | 0.05% | 0.06% | 0.06% | Q2 2013 | Q3 2017 | 18 |
LINCOLN NATIONAL CORP | 12 | 6 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 18 |
WOLVERINE TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2022 | 18 |
McIlrath & Eck, LLC | 12 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 18 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 11 | 2 | 0.01% | 1.83% | 4.28% | Q3 2015 | Q1 2023 | 18 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Jackson Hole Capital Partners, LLC | 13 | 5 | 0.06% | 0.34% | 1.13% | Q4 2018 | Q3 2023 | 18 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 11 | 1 | 0.03% | 0.05% | 0.09% | Q2 2010 | Q3 2023 | 18 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2022 | 18 |
NewEdge Advisors, LLC | 16 | 2 | 0.01% | 0.02% | 0.06% | Q4 2017 | Q3 2023 | 18 |
SG Americas Securities, LLC | 6 | 3 | 0.00% | 0.02% | 0.06% | Q1 2015 | Q1 2022 | 18 |
Wealthstar Advisors, LLC | 10 | 8 | 0.08% | 0.19% | 0.23% | Q2 2018 | Q3 2023 | 18 |
CAMBRIDGE TRUST CO | 8 | 4 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2022 | 18 |
Hamilton Wealth, LLC | 16 | 2 | 0.11% | 2.91% | 7.03% | Q4 2018 | Q3 2023 | 18 |
TCI Wealth Advisors, Inc. | 11 | 7 | 0.00% | 0.04% | 0.15% | Q4 2017 | Q3 2023 | 18 |
Voya Financial Advisors, Inc. | 18 | 18 | 0.02% | 0.05% | 0.09% | Q4 2016 | Q1 2021 | 18 |
Private Capital Group, LLC | 18 | 18 | 0.00% | 0.03% | 0.06% | Q4 2017 | Q1 2022 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q3 2017 | 18 |
CPWM, LLC | 13 | 4 | 0.06% | 0.09% | 0.17% | Q1 2018 | Q3 2022 | 17 |
CITY HOLDING CO | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
ROPES WEALTH ADVISORS LLC | 17 | 17 | 0.01% | 0.03% | 0.05% | Q3 2016 | Q3 2020 | 17 |
MISSION WEALTH MANAGEMENT, LP | 12 | 2 | 0.02% | 0.04% | 0.05% | Q2 2018 | Q3 2023 | 17 |
INVESTMENT CENTERS OF AMERICA INC | 15 | 2 | 0.04% | 0.10% | 0.24% | Q2 2013 | Q3 2017 | 17 |
WFG Advisors, LP | 17 | 17 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2017 | 17 |
BerganKDV Wealth Management, LLC | 12 | 5 | 0.00% | 0.01% | 0.05% | Q2 2018 | Q3 2022 | 17 |
Spearhead Capital Advisors, LLC | 14 | 3 | 0.05% | 0.12% | 0.23% | Q1 2018 | Q2 2022 | 17 |
CENTRAL TRUST Co | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 17 |
Meristem Family Wealth, LLC | 17 | 17 | 0.08% | 0.14% | 0.18% | Q1 2018 | Q1 2022 | 17 |
Lindbrook Capital, LLC | 12 | 5 | 0.01% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 17 |
Gradient Investments LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 17 |
Advisory Alpha, LLC | 10 | 1 | 0.00% | 0.16% | 0.50% | Q2 2015 | Q3 2020 | 17 |
WEDBUSH SECURITIES INC | 14 | 3 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 17 |
FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 7 | 4 | 0.09% | 0.15% | 0.24% | Q2 2017 | Q2 2022 | 17 |
Lido Advisors, LLC | 17 | 17 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
Equitable Holdings, Inc. | 16 | 16 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 16 |
WEALTHSOURCE PARTNERS, LLC | 16 | 16 | 0.01% | 0.07% | 0.34% | Q2 2019 | Q1 2023 | 16 |
BlackRock Inc. | 15 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 16 |
Centered Wealth LLC dba Miller Equity Capital Advisors | 16 | 16 | 1.30% | 1.78% | 2.37% | Q4 2019 | Q3 2023 | 16 |
Paradigm Financial Advisors, LLC | 16 | 16 | 0.12% | 0.67% | 1.60% | Q1 2018 | Q4 2021 | 16 |
Avior Wealth Management, LLC | 15 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 16 |
OneDigital Investment Advisors LLC | 11 | 2 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 16 |
Joseph P. Lucia & Associates, LLC | 10 | 6 | 0.10% | 0.15% | 0.19% | Q1 2019 | Q1 2023 | 16 |
HARBOUR INVESTMENT MANAGEMENT LLC | 16 | 16 | 0.47% | 0.80% | 1.05% | Q4 2019 | Q3 2023 | 16 |
CAROLINAS WEALTH CONSULTING LLC | 16 | 16 | 0.00% | 0.03% | 0.14% | Q4 2019 | Q3 2023 | 16 |
Keebeck Wealth Management, LLC | 16 | 16 | 0.20% | 1.06% | 2.14% | Q4 2019 | Q3 2023 | 16 |
CX Institutional | 5 | 2 | 0.00% | 0.14% | 1.64% | Q3 2018 | Q3 2023 | 16 |
Vectors Research Management, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2022 | 16 |
Newport Wealth Strategies, Inc. | 16 | 16 | 0.36% | 2.20% | 6.86% | Q4 2017 | Q3 2021 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.01% | 0.04% | 0.07% | Q4 2019 | Q3 2023 | 16 |
Sonora Investment Management, LLC | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2021 | 16 |
Brinker Capital Investments, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2019 | 16 |
BELLEVUE ASSET MANAGEMENT, LLC | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Wealth Alliance | 16 | 16 | 0.14% | 0.25% | 0.66% | Q4 2019 | Q3 2023 | 16 |
EVOKE WEALTH, LLC | 15 | 1 | 0.02% | 0.04% | 0.06% | Q3 2019 | Q3 2023 | 16 |
Kore Private Wealth LLC | 16 | 16 | 0.30% | 0.44% | 0.61% | Q4 2018 | Q3 2022 | 16 |
Zurich Insurance Group Ltd/FI | 15 | 1 | 0.04% | 0.05% | 0.08% | Q4 2018 | Q3 2023 | 16 |
DERBY & COMPANY, INC | 16 | 16 | 2.41% | 3.24% | 4.08% | Q4 2017 | Q3 2021 | 16 |
Private Vista, LLC | 14 | 2 | 0.19% | 0.27% | 0.43% | Q2 2016 | Q2 2020 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Cedar Mountain Advisors, LLC | 16 | 16 | 2.26% | 3.27% | 5.05% | Q4 2019 | Q3 2023 | 16 |
Wealthspire Advisors, L.P. | 8 | 1 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q2 2020 | 16 |
SALEM INVESTMENT COUNSELORS INC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Strategic Blueprint, LLC | 16 | 16 | 0.03% | 0.06% | 0.20% | Q4 2019 | Q3 2023 | 16 |
Laidlaw Wealth Management LLC | 16 | 16 | 0.18% | 0.33% | 0.72% | Q4 2019 | Q3 2023 | 16 |
SPRENG CAPITAL MANAGEMENT, INC. | 16 | 16 | 0.32% | 0.48% | 0.74% | Q4 2019 | Q3 2023 | 16 |
Estate Counselors, LLC | 15 | 15 | 0.86% | 1.66% | 2.64% | Q1 2020 | Q3 2023 | 15 |
MURPHY CAPITAL MANAGEMENT INC | 9 | 6 | 0.03% | 0.04% | 0.05% | Q3 2018 | Q2 2022 | 15 |
Evolution Wealth Advisors, LLC | 6 | 4 | 0.00% | 0.22% | 1.57% | Q4 2018 | Q3 2023 | 15 |
Bank of Marin | 14 | 1 | 0.23% | 0.94% | 1.29% | Q4 2019 | Q3 2023 | 15 |
HIGH POINT BANK & TRUST CO | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.05% | 0.08% | 0.18% | Q1 2020 | Q3 2023 | 15 |
Capital Analysts, LLC | 14 | 1 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q2 2022 | 15 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 3 | 0.00% | 0.05% | 0.23% | Q2 2013 | Q2 2021 | 15 |
WEBSTER BANK, N. A. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q1 2023 | 15 |
INGALLS & SNYDER LLC | 15 | 15 | 0.04% | 0.05% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Trinity Legacy Partners, LLC | 14 | 1 | 0.13% | 0.28% | 0.38% | Q1 2019 | Q3 2023 | 15 |
BESSEMER GROUP INC | 9 | 1 | 0.00% | 0.09% | 0.34% | Q1 2018 | Q3 2023 | 15 |
BALLAST ADVISORS LLC | 15 | 15 | 0.01% | 0.05% | 0.09% | Q4 2019 | Q2 2023 | 15 |
Hirtle Callaghan & Co LLC | 15 | 15 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 15 |
SIMPLEX TRADING, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2021 | 15 |
Baystate Wealth Management LLC | 14 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 15 |
Center for Financial Planning, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Fusion Family Wealth LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q1 2021 | 15 |
Royal Fund Management, LLC | 11 | 4 | 0.00% | 0.03% | 0.12% | Q3 2017 | Q3 2023 | 15 |
Personal Capital Advisors Corp | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2022 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.02% | 0.08% | 0.20% | Q2 2016 | Q4 2019 | 15 |
BOENNING & SCATTERGOOD, INC. | 8 | 7 | 0.05% | 0.12% | 0.26% | Q2 2018 | Q4 2022 | 15 |
CIBC WORLD MARKET INC. | 14 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 15 |
PFG Advisors | 13 | 2 | 0.03% | 0.06% | 0.19% | Q1 2018 | Q3 2023 | 15 |
Axiom Financial Strategies, LLC | 15 | 15 | 1.86% | 2.69% | 3.33% | Q1 2020 | Q3 2023 | 15 |
N.E.W. Advisory Services LLC | 14 | 1 | 0.04% | 0.05% | 0.09% | Q4 2019 | Q3 2023 | 15 |
Waldron Private Wealth LLC | 13 | 2 | 0.03% | 0.06% | 0.29% | Q2 2018 | Q1 2023 | 15 |
MADISON INVESTMENT HOLDINGS INC | 7 | 2 | 0.01% | 0.17% | 0.55% | Q2 2015 | Q3 2019 | 15 |
Capital Advisory Group Advisory Services, LLC | 7 | 1 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q1 2022 | 15 |
Gray Wealth Management Inc. | 15 | 15 | 0.91% | 1.08% | 1.24% | Q1 2020 | Q3 2023 | 15 |
White Lighthouse Investment Management Inc. | 7 | 2 | 0.05% | 0.24% | 0.63% | Q4 2017 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.02% | 0.10% | 0.20% | Q2 2013 | Q4 2016 | 15 |
Capital Investment Advisory Services, LLC | 13 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 15 |
Realta Investment Advisors | 8 | 2 | 0.00% | 0.08% | 0.23% | Q1 2019 | Q3 2023 | 14 |
LEVEL FOUR ADVISORY SERVICES, LLC | 8 | 6 | 0.02% | 0.08% | 0.14% | Q1 2018 | Q3 2023 | 14 |
JFS WEALTH ADVISORS, LLC | 10 | 2 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 14 |
TAP Consulting, LLC | 6 | 1 | 0.10% | 1.03% | 3.15% | Q1 2019 | Q3 2023 | 14 |
Bedel Financial Consulting, Inc. | 9 | 5 | 0.00% | 0.02% | 0.04% | Q3 2018 | Q1 2022 | 14 |
HOWE & RUSLING INC | 12 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 14 |
Gilbert & Cook, Inc. | 14 | 14 | 0.08% | 0.16% | 0.27% | Q2 2020 | Q3 2023 | 14 |
RPg Family Wealth Advisory, LLC | 8 | 2 | 0.01% | 0.02% | 0.05% | Q2 2018 | Q1 2022 | 14 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Praetorian Wealth Management, Inc. | 14 | 14 | 0.12% | 0.49% | 0.64% | Q2 2020 | Q3 2023 | 14 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Wealthstreet Investment Advisors, LLC | 14 | 14 | 0.05% | 0.06% | 0.07% | Q4 2017 | Q1 2021 | 14 |
FIFTH THIRD SECURITIES, INC. | 8 | 6 | 0.07% | 0.35% | 1.34% | Q1 2017 | Q3 2023 | 14 |
Winslow, Evans & Crocker, Inc. | 14 | 14 | 0.00% | 0.00% | 0.02% | Q3 2017 | Q4 2020 | 14 |
Harel Insurance Investments & Financial Services Ltd. | 6 | 3 | 0.00% | 0.06% | 0.17% | Q4 2015 | Q4 2022 | 14 |
JONES FINANCIAL COMPANIES LLLP | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 14 |
Independent Order of Foresters | 14 | 14 | 1.02% | 1.22% | 1.54% | Q2 2020 | Q3 2023 | 14 |
Patriot Financial Group Insurance Agency, LLC | 14 | 14 | 0.03% | 0.06% | 0.08% | Q2 2020 | Q3 2023 | 14 |
MACQUARIE GROUP LTD | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Valmark Advisers, Inc. | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Osborn Williams & Donohoe LLC | 14 | 14 | 0.03% | 0.04% | 0.05% | Q2 2016 | Q3 2019 | 14 |
LBA Wealth Management, LLC | 14 | 14 | 0.04% | 0.09% | 0.12% | Q4 2013 | Q1 2017 | 14 |
Qube Research & Technologies Ltd | 9 | 2 | 0.00% | 0.03% | 0.28% | Q4 2019 | Q3 2023 | 14 |
CAPITAL MANAGEMENT CORP /VA | 6 | 2 | 0.04% | 0.06% | 0.08% | Q3 2016 | Q1 2022 | 14 |
Polianta Ltd | 8 | 1 | 1.74% | 3.87% | 7.34% | Q4 2016 | Q3 2023 | 14 |
SUNTRUST BANKS INC | 14 | 14 | 0.00% | 0.03% | 0.15% | Q2 2016 | Q3 2019 | 14 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 7 | 2 | 0.11% | 0.30% | 0.73% | Q4 2015 | Q1 2020 | 14 |
Private Advisory Group LLC | 8 | 2 | 0.18% | 1.56% | 4.48% | Q4 2016 | Q3 2023 | 14 |
55I, LLC | 14 | 14 | 0.08% | 0.25% | 0.67% | Q2 2019 | Q3 2022 | 14 |
EP Wealth Advisors, LLC | 7 | 1 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 14 |
BOSTON FAMILY OFFICE LLC | 13 | 13 | 0.03% | 0.04% | 0.07% | Q1 2017 | Q1 2020 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 13 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 9 | 1 | 0.29% | 1.19% | 1.87% | Q2 2013 | Q1 2017 | 13 |
Sowell Financial Services LLC | 4 | 1 | 0.00% | 0.11% | 0.41% | Q4 2016 | Q2 2022 | 13 |
Venture Visionary Partners LLC | 12 | 1 | 0.03% | 0.11% | 0.95% | Q2 2020 | Q3 2023 | 13 |
IRIDIAN ASSET MANAGEMENT LLC/CT | 13 | 13 | 0.00% | 0.02% | 0.06% | Q4 2016 | Q4 2019 | 13 |
Cordasco Financial Network | 13 | 13 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2022 | 13 |
Robertson Stephens Wealth Management, LLC | 13 | 13 | 0.06% | 0.11% | 0.18% | Q3 2020 | Q3 2023 | 13 |
Red Door Wealth Management, LLC | 10 | 3 | 0.07% | 0.12% | 0.22% | Q4 2019 | Q1 2023 | 13 |
ANDERSON HOAGLAND & CO | 11 | 2 | 0.42% | 0.91% | 1.73% | Q1 2017 | Q3 2020 | 13 |
Good Life Advisors, LLC | 13 | 13 | 0.07% | 0.17% | 0.23% | Q1 2017 | Q1 2020 | 13 |
Kovitz Investment Group Partners, LLC | 13 | 13 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q1 2023 | 13 |
BREWIN DOLPHIN LTD | 8 | 5 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2022 | 13 |
HARBOR INVESTMENT ADVISORY, LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
M Holdings Securities, Inc. | 9 | 1 | 0.04% | 0.18% | 0.73% | Q4 2013 | Q1 2022 | 13 |
Prime Capital Investment Advisors, LLC | 9 | 4 | 0.00% | 0.02% | 0.05% | Q2 2020 | Q3 2023 | 13 |
TL Private Wealth | 12 | 1 | 0.14% | 0.17% | 0.19% | Q4 2019 | Q2 2023 | 13 |
SII INVESTMENTS INC/WI | 12 | 1 | 0.03% | 0.05% | 0.10% | Q3 2014 | Q4 2017 | 13 |
Clearstead Advisors, LLC | 13 | 13 | 0.00% | 0.01% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Visionary Asset Management, Inc. | 10 | 3 | 0.17% | 1.11% | 1.57% | Q4 2014 | Q4 2018 | 13 |
Carnegie Capital Asset Management, LLC | 7 | 1 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q2 2023 | 13 |
Concert Wealth Management Inc. | 13 | 13 | 0.04% | 0.12% | 0.18% | Q3 2013 | Q3 2016 | 13 |
FINANCIAL COUNSELORS INC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q1 2023 | 13 |
Maltin Wealth Management, Inc. | 11 | 2 | 0.07% | 0.18% | 0.20% | Q4 2019 | Q3 2023 | 13 |
AJ WEALTH STRATEGIES, LLC | 13 | 13 | 0.03% | 0.04% | 0.04% | Q2 2020 | Q2 2023 | 13 |
Banco Santander, S.A. | 7 | 6 | 0.01% | 0.05% | 0.08% | Q1 2018 | Q1 2023 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.01% | 0.12% | 0.22% | Q3 2020 | Q3 2023 | 13 |
Carroll Financial Associates, Inc. | 10 | 3 | 0.00% | 0.00% | 0.02% | Q1 2014 | Q4 2021 | 13 |
CVA Family Office, LLC | 13 | 13 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q2 2023 | 13 |
Cresset Asset Management, LLC | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
FIRST HAWAIIAN BANK | 7 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q2 2023 | 12 |
PRIVATE TRUST CO NA | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2013 | Q3 2023 | 12 |
CreativeOne Wealth, LLC | 12 | 12 | 0.02% | 0.04% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Ellis Investment Partners, LLC | 12 | 12 | 0.01% | 0.03% | 0.04% | Q4 2019 | Q3 2022 | 12 |
PEAPACK GLADSTONE FINANCIAL CORP | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
MOTCO | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 12 |
Avion Wealth | 7 | 5 | 0.00% | 0.26% | 0.65% | Q1 2020 | Q3 2023 | 12 |
Safeguard Investment Advisory Group, LLC | 12 | 12 | 0.27% | 0.52% | 0.86% | Q4 2020 | Q3 2023 | 12 |
LCM Capital Management Inc | 12 | 12 | 3.61% | 3.82% | 4.10% | Q4 2020 | Q3 2023 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
BALDWIN BROTHERS LLC/MA | 12 | 12 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2023 | 12 |
PEOPLES BANK /OH | 12 | 12 | 0.32% | 0.45% | 0.65% | Q1 2017 | Q4 2019 | 12 |
Ameritas Investment Company, LLC | 12 | 12 | 0.05% | 0.71% | 2.34% | Q4 2018 | Q3 2021 | 12 |
Octavia Wealth Advisors, LLC | 12 | 12 | 0.06% | 0.12% | 0.23% | Q4 2020 | Q3 2023 | 12 |
Frank, Rimerman Advisors LLC | 12 | 12 | 0.13% | 0.48% | 0.83% | Q4 2020 | Q3 2023 | 12 |
Marshall Financial Group LLC | 12 | 12 | 0.10% | 0.15% | 0.24% | Q4 2020 | Q3 2023 | 12 |
Tower View Wealth Management LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2022 | 12 |
Ten Capital Wealth Advisors, LLC | 12 | 12 | 0.05% | 0.11% | 0.22% | Q3 2020 | Q2 2023 | 12 |
RBA Wealth Management, LLC | 8 | 4 | 0.37% | 0.40% | 0.45% | Q1 2020 | Q3 2023 | 12 |
PRUDENTIAL FINANCIAL INC | 10 | 2 | 0.00% | 0.05% | 0.26% | Q1 2018 | Q3 2023 | 12 |
J.W. COLE ADVISORS, INC. | 5 | 1 | 0.02% | 0.05% | 0.11% | Q4 2019 | Q3 2023 | 12 |
MAI Capital Management | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Birchcreek Wealth Management, LLC | 12 | 12 | 0.23% | 0.34% | 0.47% | Q4 2020 | Q3 2023 | 12 |
Galvin, Gaustad & Stein, LLC | 12 | 12 | 0.04% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Graypoint LLC | 12 | 12 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Sequoia Financial Advisors, LLC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 12 |
MILLENNIUM MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 12 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Certified Advisory Corp | 11 | 1 | 0.03% | 0.06% | 0.09% | Q4 2017 | Q1 2021 | 12 |
Cedar Brook Financial Partners, LLC | 12 | 12 | 0.06% | 0.07% | 0.08% | Q4 2020 | Q3 2023 | 12 |
FDx Advisors, Inc. | 10 | 2 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q3 2023 | 12 |
Winch Advisory Services, LLC | 12 | 12 | 0.00% | 0.13% | 0.16% | Q4 2020 | Q3 2023 | 12 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 11 | 1 | 0.04% | 0.05% | 0.07% | Q3 2019 | Q3 2023 | 12 |
VALLEY NATIONAL ADVISERS INC | 10 | 2 | 0.00% | 0.01% | 0.05% | Q3 2019 | Q3 2023 | 12 |
DIVIDEND ASSETS CAPITAL, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Mascoma Wealth Management LLC | 8 | 4 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 12 |
Moors & Cabot, Inc. | 10 | 2 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q1 2023 | 12 |
Versant Capital Management, Inc | 11 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2021 | 12 |
NatWest Group plc | 9 | 3 | 0.10% | 0.38% | 0.84% | Q4 2016 | Q1 2021 | 12 |
Bluesphere Advisors, LLC | 12 | 12 | 0.25% | 0.44% | 0.70% | Q4 2020 | Q3 2023 | 12 |
COMERICA SECURITIES,INC. | 11 | 11 | 0.03% | 0.09% | 0.16% | Q1 2021 | Q3 2023 | 11 |
Dorsey & Whitney Trust CO LLC | 11 | 11 | 0.07% | 0.09% | 0.13% | Q1 2021 | Q3 2023 | 11 |
Nachman Norwood & Parrott, Inc | 11 | 11 | 0.04% | 0.06% | 0.07% | Q4 2018 | Q2 2021 | 11 |
DAVENPORT & Co LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
SYM FINANCIAL Corp | 11 | 11 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Valeo Financial Advisors, LLC | 6 | 1 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2023 | 11 |
UBS ASSET MANAGEMENT AMERICAS INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2019 | 11 |
BURNEY CO/ | 9 | 2 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q2 2016 | 11 |
Merit Financial Group, LLC | 6 | 5 | 0.06% | 0.12% | 0.22% | Q4 2017 | Q3 2023 | 11 |
MATRIX PRIVATE CAPITAL GROUP LLC | 11 | 11 | 0.42% | 0.60% | 1.74% | Q4 2019 | Q2 2022 | 11 |
Capital Bank & Trust Co | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2020 | 11 |
Morningstar Investment Management LLC | 11 | 11 | 1.77% | 3.92% | 5.05% | Q2 2020 | Q4 2022 | 11 |
Montis Financial, LLC | 11 | 11 | 0.20% | 0.25% | 0.30% | Q1 2021 | Q3 2023 | 11 |
Newbridge Financial Services Group, Inc. | 11 | 11 | 0.01% | 0.11% | 0.30% | Q3 2020 | Q1 2023 | 11 |
tru Independence LLC | 9 | 1 | 0.09% | 0.19% | 0.23% | Q4 2019 | Q3 2023 | 11 |
AMI INVESTMENT MANAGEMENT INC | 11 | 11 | 0.19% | 0.26% | 0.30% | Q4 2018 | Q2 2021 | 11 |
MERCER GLOBAL ADVISORS INC /ADV | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Regal Investment Advisors LLC | 7 | 1 | 0.02% | 0.03% | 0.06% | Q1 2018 | Q4 2022 | 11 |
THRIVENT FINANCIAL FOR LUTHERANS | 7 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 11 |
ATTICUS WEALTH MANAGEMENT, LLC | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Tolleson Wealth Management, Inc. | 11 | 11 | 0.27% | 0.39% | 0.59% | Q4 2018 | Q2 2021 | 11 |
Manchester Capital Management LLC | 11 | 11 | 0.08% | 0.13% | 0.16% | Q1 2021 | Q3 2023 | 11 |
Alpha Cubed Investments, LLC | 7 | 4 | 0.02% | 0.05% | 0.07% | Q1 2017 | Q1 2022 | 11 |
Concord Wealth Partners | 7 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 11 |
OXFORD FINANCIAL GROUP, LTD. LLC | 10 | 1 | 0.00% | 0.04% | 0.41% | Q2 2018 | Q1 2023 | 11 |
CORBYN INVESTMENT MANAGEMENT INC/MD | 11 | 11 | 0.08% | 0.12% | 0.14% | Q1 2021 | Q3 2023 | 11 |
TRANSCEND CAPITAL ADVISORS, LLC | 9 | 2 | 0.10% | 0.17% | 0.21% | Q4 2019 | Q3 2023 | 11 |
Princeton Global Asset Management LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
TRUE Private Wealth Advisors | 11 | 11 | 0.00% | 0.04% | 0.08% | Q2 2018 | Q4 2020 | 11 |
Renaissance Technologies | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2022 | 11 |
CITIZENS FINANCIAL GROUP INC/RI | 9 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 11 |
Beacon Pointe Advisors, LLC | 11 | 11 | 0.01% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Bogart Wealth, LLC | 11 | 11 | 0.01% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Kingfisher Capital LLC | 11 | 11 | 3.02% | 3.62% | 3.97% | Q4 2016 | Q2 2019 | 11 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 10 | 1 | 0.01% | 0.09% | 0.24% | Q3 2020 | Q3 2023 | 11 |
Gemmer Asset Management LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2022 | 11 |
CT Financial Advisors LLC | 10 | 1 | 0.03% | 0.04% | 0.13% | Q1 2014 | Q1 2017 | 11 |
WHITTIER TRUST CO OF NEVADA INC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Black Diamond Financial, LLC | 11 | 11 | 0.08% | 0.10% | 0.14% | Q1 2021 | Q3 2023 | 11 |
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC | 10 | 10 | 0.20% | 0.34% | 0.42% | Q4 2017 | Q1 2020 | 10 |
Simplicity Solutions, LLC | 5 | 1 | 0.01% | 0.07% | 0.13% | Q1 2018 | Q3 2023 | 10 |
GAMCO INVESTORS, INC. ET AL | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2021 | 10 |
SCOTIA CAPITAL INC. | 6 | 1 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q4 2019 | 10 |
First Horizon Advisors, Inc. | 6 | 4 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Ratio Wealth Group | 8 | 2 | 0.95% | 1.98% | 2.96% | Q1 2021 | Q3 2023 | 10 |
TIFF ADVISORY SERVICES, LLC | 10 | 10 | 2.82% | 6.18% | 14.17% | Q2 2021 | Q3 2023 | 10 |
FARMERS & MERCHANTS INVESTMENTS INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Tatro Capital, LLC | 10 | 10 | 4.73% | 5.63% | 6.54% | Q4 2019 | Q1 2022 | 10 |
Private Wealth Group, LLC | 10 | 10 | 0.61% | 1.27% | 2.07% | Q1 2021 | Q2 2023 | 10 |
ALPS ADVISORS INC | 10 | 10 | 0.07% | 0.13% | 0.19% | Q3 2020 | Q4 2022 | 10 |
Ameritas Investment Partners, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2021 | 10 |
Salomon & Ludwin, LLC | 6 | 4 | 0.00% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 10 |
Ancora Advisors LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 10 |
Stonebridge Financial Planning Group, LLC | 9 | 1 | 0.01% | 0.05% | 0.14% | Q4 2019 | Q1 2023 | 10 |
West Branch Capital LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Apriem Advisors | 10 | 10 | 0.62% | 1.15% | 1.98% | Q3 2016 | Q4 2018 | 10 |
SWMG, LLC | 6 | 4 | 0.16% | 0.47% | 0.79% | Q4 2020 | Q2 2023 | 10 |
PSI Advisors, LLC | 9 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 10 |
JTC Employer Solutions Trustee Ltd | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
GREAT VALLEY ADVISOR GROUP, INC. | 10 | 10 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Virtu Financial LLC | 3 | 1 | 0.02% | 0.08% | 0.42% | Q3 2013 | Q3 2019 | 10 |
Quantitative Investment Management, LLC | 3 | 1 | 0.01% | 0.12% | 0.27% | Q2 2017 | Q2 2023 | 10 |
PENOBSCOT WEALTH MANAGEMENT | 10 | 10 | 2.00% | 2.41% | 3.24% | Q2 2021 | Q3 2023 | 10 |
Accel Wealth Management | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 10 |
BRIGHTON JONES LLC | 10 | 10 | 0.01% | 0.07% | 0.11% | Q2 2021 | Q3 2023 | 10 |
Twin Lakes Capital Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Financial Management Professionals, Inc. | 8 | 2 | 0.00% | 0.39% | 1.03% | Q1 2017 | Q1 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Partnervest Advisory Services LLC | 5 | 5 | 0.00% | 0.09% | 0.22% | Q2 2013 | Q2 2019 | 10 |
CHOREO, LLC | 10 | 10 | 0.03% | 0.37% | 0.70% | Q4 2016 | Q1 2019 | 10 |
James Hambro & Partners | 10 | 10 | 0.01% | 0.07% | 0.11% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.03% | 0.11% | Q1 2021 | Q3 2023 | 10 |
Wealthfront Advisers LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Wealthcare Advisory Partners LLC | 9 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q1 2021 | 10 |
TRUEWEALTH LLC | 10 | 10 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q2 2020 | 10 |
Financial Enhancement Group LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2022 | 10 |
Invst, LLC | 6 | 1 | 1.53% | 2.90% | 5.41% | Q2 2017 | Q4 2021 | 10 |
Merriman Wealth Management, LLC | 7 | 1 | 0.20% | 0.41% | 0.82% | Q1 2019 | Q4 2021 | 10 |
MONETA GROUP INVESTMENT ADVISORS LLC | 4 | 2 | 0.01% | 0.01% | 0.04% | Q2 2018 | Q3 2023 | 10 |
Mosaic Family Wealth, LLC | 6 | 4 | 0.05% | 0.13% | 0.29% | Q4 2017 | Q4 2021 | 10 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 5 | 1 | 0.02% | 0.04% | 0.06% | Q4 2018 | Q3 2021 | 9 |
American Financial Network Advisory Services LLC | 9 | 9 | 0.54% | 1.16% | 1.81% | Q3 2017 | Q3 2019 | 9 |
Haverford Trust Co | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2022 | 9 |
COMMERCE BANK | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 9 |
Vickerman Investment Advisors, Inc. | 9 | 9 | 0.18% | 0.30% | 0.39% | Q3 2021 | Q3 2023 | 9 |
NewSquare Capital LLC | 7 | 1 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 9 |
HOWARD WEALTH MANAGEMENT, LLC | 5 | 1 | 0.06% | 0.25% | 0.38% | Q4 2019 | Q3 2023 | 9 |
SouthState Corp | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
FUKOKU MUTUAL LIFE INSURANCE Co | 6 | 1 | 0.07% | 1.04% | 2.12% | Q3 2014 | Q2 2021 | 9 |
BANK HAPOALIM BM | 9 | 9 | 1.05% | 1.40% | 1.55% | Q3 2015 | Q3 2017 | 9 |
Secure Asset Management, LLC | 7 | 1 | 0.08% | 0.13% | 0.19% | Q4 2019 | Q4 2022 | 9 |
Kovack Advisors, Inc. | 5 | 2 | 0.02% | 0.09% | 0.21% | Q1 2018 | Q3 2023 | 9 |
NORTHWEST WEALTH MANAGEMENT, LLC | 6 | 3 | 0.02% | 0.25% | 0.33% | Q4 2016 | Q1 2019 | 9 |
Richard Bernstein Advisors LLC | 7 | 1 | 0.00% | 0.02% | 0.18% | Q1 2016 | Q2 2021 | 9 |
Fortis Advisors, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q1 2023 | 9 |
HOLLENCREST CAPITAL MANAGEMENT | 5 | 4 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 9 |
Aprio Wealth Management, LLC | 9 | 9 | 1.06% | 2.06% | 3.93% | Q2 2021 | Q2 2023 | 9 |
PARK AVENUE SECURITIES LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 9 |
Lattice Strategies LLC | 9 | 9 | 0.19% | 0.21% | 0.26% | Q2 2013 | Q2 2015 | 9 |
MCF Advisors LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2023 | 9 |
SIMON QUICK ADVISORS, LLC | 6 | 3 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q1 2022 | 9 |
ATWOOD & PALMER INC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2022 | 9 |
Grace Capital | 4 | 1 | 0.06% | 0.18% | 0.38% | Q1 2019 | Q3 2021 | 9 |
MONTAG A & ASSOCIATES INC | 9 | 9 | 0.00% | 0.01% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Financial Advocates Investment Management | 8 | 1 | 0.02% | 0.04% | 0.06% | Q1 2018 | Q2 2021 | 9 |
RAYMOND JAMES TRUST N.A. | 5 | 4 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 9 |
HRT FINANCIAL LP | 6 | 3 | 0.00% | 0.03% | 0.07% | Q2 2021 | Q3 2023 | 9 |
MEEDER ASSET MANAGEMENT INC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2022 | 9 |
Ranch Capital Advisors Inc. | 9 | 9 | 0.00% | 0.03% | 0.14% | Q3 2019 | Q3 2021 | 9 |
Miracle Mile Advisors, LLC | 9 | 9 | 0.11% | 0.16% | 0.32% | Q2 2020 | Q2 2022 | 9 |
Onyx Bridge Wealth Group LLC | 9 | 9 | 0.07% | 0.11% | 0.15% | Q3 2021 | Q3 2023 | 9 |
Harfst & Associates, Inc. | 9 | 9 | 0.09% | 0.09% | 0.10% | Q1 2017 | Q1 2019 | 9 |
Horan Securities, Inc. | 5 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.03% | 0.22% | 0.55% | Q2 2013 | Q2 2015 | 9 |
Intellectus Partners, LLC | 8 | 1 | 0.00% | 0.02% | 0.02% | Q4 2016 | Q1 2019 | 9 |
Sound Income Strategies, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Bigelow Investment Advisors, LLC | 9 | 9 | 0.34% | 0.41% | 0.51% | Q4 2017 | Q4 2019 | 9 |
PRUDENTIAL PLC | 6 | 1 | 0.00% | 0.05% | 0.15% | Q4 2019 | Q4 2022 | 9 |
JNBA Financial Advisors | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2022 | 8 |
V Wealth Advisors LLC | 7 | 1 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q2 2023 | 8 |
Collaborative Wealth Managment Inc. | 6 | 1 | 0.18% | 0.31% | 0.38% | Q1 2021 | Q3 2023 | 8 |
WEST BANCORPORATION INC | 4 | 4 | 0.08% | 0.10% | 0.12% | Q4 2019 | Q3 2022 | 8 |
HBK Sorce Advisory LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q4 2022 | 8 |
NorthCrest Asset Manangement, LLC | 8 | 8 | 0.04% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q1 2015 | 8 |
Heritage Trust Co | 8 | 8 | 0.01% | 0.04% | 0.06% | Q1 2017 | Q4 2018 | 8 |
Arkadios Wealth Advisors | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2021 | 8 |
Cadence Bank | 8 | 8 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q4 2022 | 8 |
MORRIS FINANCIAL CONCEPTS, INC. | 8 | 8 | 0.24% | 0.30% | 0.36% | Q4 2021 | Q3 2023 | 8 |
Inscription Capital, LLC | 7 | 1 | 0.10% | 0.20% | 0.30% | Q2 2020 | Q2 2022 | 8 |
COLLECTIVE FAMILY OFFICE LLC | 8 | 8 | 0.10% | 0.13% | 0.22% | Q1 2021 | Q4 2022 | 8 |
O'ROURKE & COMPANY, Inc | 8 | 8 | 0.93% | 1.00% | 1.05% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 1.35% | 1.63% | 1.87% | Q4 2021 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
WFA Asset Management Corp | 8 | 8 | 1.63% | 2.83% | 3.66% | Q4 2021 | Q3 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.01% | 0.07% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Windham Capital Management, LLC | 4 | 1 | 0.03% | 0.06% | 0.10% | Q3 2015 | Q2 2022 | 8 |
NewFocus Financial Group, LLC | 8 | 8 | 0.31% | 0.35% | 0.40% | Q1 2018 | Q4 2019 | 8 |
Stuart Chaussee & Associates, Inc. | 8 | 8 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q4 2022 | 8 |
Tranquilli Financial Advisor LLC | 6 | 1 | 1.11% | 3.26% | 3.83% | Q4 2020 | Q3 2023 | 8 |
EPG Wealth Management LLC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
FLAGSTAR ADVISORS INC | 8 | 8 | 0.08% | 0.08% | 0.09% | Q3 2021 | Q2 2023 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
SEI INVESTMENTS CO | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2019 | 8 |
MARYLAND CAPITAL ADVISORS INC. | 8 | 8 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
AT Bancorp | 8 | 8 | 0.03% | 0.03% | 0.04% | Q2 2017 | Q1 2019 | 8 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 5 | 1 | 0.16% | 0.75% | 0.94% | Q4 2020 | Q3 2023 | 8 |
DAVIS R M INC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2023 | 8 |
PGIM Custom Harvest LLC | 4 | 4 | 1.06% | 1.53% | 2.07% | Q4 2020 | Q3 2023 | 8 |
Frisch Financial Group, Inc. | 4 | 4 | 0.08% | 0.11% | 0.15% | Q1 2019 | Q3 2021 | 8 |
C2C Wealth Management, LLC | 8 | 8 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Cladis Investment Advisory, LLC | 8 | 8 | 0.76% | 0.86% | 1.04% | Q4 2021 | Q3 2023 | 8 |
Houlihan Financial Resource Group, Ltd. | 5 | 1 | 0.34% | 0.44% | 0.66% | Q4 2019 | Q3 2023 | 8 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.00% | 0.04% | 0.09% | Q4 2016 | Q3 2023 | 8 |
NORWOOD FINANCIAL CORP | 8 | 8 | 0.63% | 0.69% | 0.78% | Q4 2021 | Q3 2023 | 8 |
SeaCrest Wealth Management, LLC | 6 | 2 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2022 | 8 |
Chicago Partners Investment Group LLC | 6 | 2 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 8 |
Sierra Capital LLC | 8 | 8 | 0.12% | 0.26% | 0.34% | Q1 2021 | Q4 2022 | 8 |
Spruce Investment Advisors LLC | 8 | 8 | 2.16% | 3.48% | 5.28% | Q1 2016 | Q4 2017 | 8 |
Capital Asset Advisory Services LLC | 8 | 8 | 0.00% | 0.07% | 0.28% | Q4 2019 | Q3 2021 | 8 |
MGO ONE SEVEN LLC | 7 | 1 | 0.00% | 0.04% | 0.09% | Q4 2018 | Q1 2023 | 8 |
Faithward Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Wedmont Private Capital | 8 | 8 | 0.03% | 0.06% | 0.09% | Q4 2021 | Q3 2023 | 8 |
JANUS HENDERSON GROUP PLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2019 | 8 |
Retirement Planning Co of New England, Inc. | 8 | 8 | 0.13% | 0.21% | 0.24% | Q4 2021 | Q3 2023 | 8 |
Prospera Financial Services Inc | 4 | 1 | 0.01% | 0.03% | 0.09% | Q2 2014 | Q3 2023 | 8 |
Sound View Wealth Advisors Group, LLC | 8 | 8 | 0.09% | 0.10% | 0.13% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.03% | 0.06% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Gladstone Institutional Advisory LLC | 8 | 8 | 0.14% | 0.17% | 0.21% | Q4 2021 | Q3 2023 | 8 |
Ulland Investment Advisors, LLC | 8 | 8 | 0.01% | 0.16% | 0.69% | Q4 2021 | Q3 2023 | 8 |
Guardian Wealth Management, Inc. | 8 | 8 | 0.04% | 0.05% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Tortoise Investment Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Ascent Group, LLC | 8 | 8 | 0.07% | 0.21% | 0.65% | Q4 2021 | Q3 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Sunbelt Securities, Inc. | 4 | 1 | 0.00% | 0.17% | 0.43% | Q4 2017 | Q3 2023 | 8 |
New England Private Wealth Advisors LLC | 5 | 1 | 0.05% | 0.08% | 0.14% | Q1 2017 | Q4 2019 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Carl P. Sherr & Co., LLC | 8 | 8 | 0.17% | 0.28% | 0.36% | Q4 2021 | Q3 2023 | 8 |
CYPRESS ASSET MANAGEMENT INC/TX | 8 | 8 | 0.04% | 0.06% | 0.07% | Q4 2016 | Q3 2018 | 8 |
Curran Financial Partners, LLC | 4 | 1 | 2.02% | 3.09% | 3.76% | Q4 2020 | Q3 2023 | 8 |
MAS Advisors LLC | 8 | 8 | 0.25% | 0.56% | 0.92% | Q4 2021 | Q3 2023 | 8 |
Operose Advisors LLC | 8 | 8 | 0.02% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Viewpoint Capital Management LLC | 8 | 8 | 0.08% | 0.11% | 0.15% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.03% | 0.56% | 2.34% | Q4 2021 | Q3 2023 | 8 |
Advisors Preferred, LLC | 3 | 1 | 0.01% | 0.22% | 1.44% | Q4 2015 | Q3 2021 | 8 |
Rainsberger Wealth Advisors, Inc. | 8 | 8 | 0.46% | 0.58% | 0.70% | Q4 2021 | Q3 2023 | 8 |
STEEL GROVE CAPITAL ADVISORS, LLC | 8 | 8 | 0.41% | 0.74% | 1.07% | Q2 2020 | Q1 2022 | 8 |
Amplius Wealth Advisors, LLC | 8 | 8 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Acropolis Investment Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Ballentine Partners, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2017 | 7 |
HORIZON BANCORP INC /IN/ | 4 | 1 | 0.06% | 0.16% | 0.25% | Q4 2019 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.04% | 0.09% | 0.16% | Q1 2022 | Q3 2023 | 7 |
Lebenthal Global Advisors, LLC | 4 | 3 | 0.01% | 1.04% | 1.47% | Q4 2020 | Q4 2022 | 7 |
Integrated Wealth Management | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2016 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q2 2022 | 7 |
Orion Portfolio Solutions, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 7 |
Sutton Wealth Advisors Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 7 |
YorkBridge Wealth Partners, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2019 | 7 |
GREENLEAF TRUST | 7 | 7 | 0.01% | 0.03% | 0.04% | Q2 2017 | Q4 2018 | 7 |
Costello Asset Management, INC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2018 | 7 |
Jackson, Grant Investment Advisers, Inc. | 4 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 7 |
MERITAGE PORTFOLIO MANAGEMENT | 5 | 1 | 0.15% | 0.59% | 0.86% | Q2 2013 | Q4 2020 | 7 |
Kalos Management, Inc. | 2 | 1 | 0.01% | 0.14% | 0.20% | Q4 2015 | Q2 2021 | 7 |
FRG Family Wealth Advisors LLC | 7 | 7 | 0.05% | 0.06% | 0.06% | Q1 2021 | Q3 2022 | 7 |
Addison Advisors LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 7 |
U.S. Capital Wealth Advisors, LLC | 4 | 1 | 0.00% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 7 |
EXCHANGE TRADED CONCEPTS, LLC | 3 | 1 | 0.03% | 0.18% | 0.88% | Q3 2020 | Q4 2023 | 7 |
Ellevest, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
Laurel Wealth Advisors, Inc. | 5 | 2 | 0.06% | 0.11% | 0.27% | Q3 2019 | Q4 2022 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.02% | 0.05% | 0.10% | Q1 2022 | Q3 2023 | 7 |
Fieldpoint Private Securities, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2018 | 7 |
Keystone Financial Group | 5 | 2 | 0.04% | 0.08% | 0.16% | Q4 2017 | Q4 2022 | 7 |
Ascension Asset Management LLC | 7 | 7 | 1.30% | 1.36% | 1.39% | Q4 2017 | Q2 2019 | 7 |
HOLDERNESS INVESTMENTS CO | 7 | 7 | 0.09% | 0.10% | 0.11% | Q1 2021 | Q3 2022 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.28% | 3.07% | 5.96% | Q1 2022 | Q3 2023 | 7 |
PagnatoKarp Partners LLC | 6 | 1 | 0.06% | 0.18% | 0.30% | Q4 2016 | Q4 2018 | 7 |
MCDONALD PARTNERS LLC | 7 | 7 | 0.07% | 0.43% | 2.52% | Q4 2020 | Q2 2022 | 7 |
TCF National Bank | 7 | 7 | 0.17% | 0.31% | 0.37% | Q3 2019 | Q1 2021 | 7 |
HM Capital Management, LLC | 7 | 7 | 0.83% | 0.88% | 0.92% | Q2 2017 | Q4 2018 | 7 |
ROBSHAW & JULIAN ASSOCIATES INC | 7 | 7 | 0.17% | 0.20% | 0.23% | Q4 2015 | Q2 2017 | 7 |
Chevy Chase Trust Holdings, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2019 | 7 |
Trust Co | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2022 | 7 |
PRW Wealth Management LLC | 5 | 1 | 0.09% | 0.16% | 0.41% | Q3 2021 | Q3 2023 | 7 |
Redwood Financial Network Corp | 7 | 7 | 0.31% | 0.44% | 0.50% | Q1 2022 | Q3 2023 | 7 |
Savior LLC | 7 | 7 | 0.05% | 0.07% | 0.09% | Q4 2019 | Q2 2021 | 7 |
Quaker Wealth Management, LLC | 4 | 3 | 0.31% | 1.52% | 4.21% | Q3 2020 | Q2 2022 | 7 |
Marble Harbor Investment Counsel, LLC | 5 | 2 | 0.03% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 7 |
Sullivan, Bruyette, Speros & Blaney, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q1 2021 | 7 |
Squar Milner Financial Services LLC | 5 | 2 | 0.01% | 0.07% | 0.27% | Q2 2018 | Q1 2020 | 7 |
20/20 Capital Management, Inc. | 7 | 7 | 0.43% | 0.47% | 0.60% | Q4 2019 | Q2 2021 | 7 |
Financial Engines Advisors L.L.C. | 7 | 7 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
SHEETS SMITH WEALTH MANAGEMENT | 6 | 1 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.16% | 0.17% | 0.19% | Q4 2021 | Q3 2023 | 7 |
Running Point Capital Advisors, LLC | 4 | 3 | 0.00% | 0.03% | 0.05% | Q4 2020 | Q3 2022 | 7 |
Lake Point Wealth Management | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2021 | 7 |
Strengthening Families & Communities, LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
CALIBER WEALTH MANAGEMENT, LLC | 7 | 7 | 0.72% | 1.35% | 1.86% | Q2 2021 | Q4 2022 | 7 |
Berkeley Capital Partners, LLC | 4 | 1 | 0.12% | 2.50% | 3.38% | Q1 2017 | Q1 2022 | 6 |
Hardy Reed LLC | 4 | 1 | 0.07% | 0.09% | 0.10% | Q4 2021 | Q3 2023 | 6 |
Rollins Financial | 2 | 1 | 0.07% | 0.09% | 0.16% | Q4 2020 | Q1 2023 | 6 |
NOVARE CAPITAL MANAGEMENT LLC | 6 | 6 | 0.15% | 0.24% | 0.29% | Q2 2022 | Q3 2023 | 6 |
ETFIDEA, LLC | 6 | 6 | 0.20% | 0.22% | 0.23% | Q2 2022 | Q3 2023 | 6 |
One Charles Private Wealth Services, LLC | 5 | 1 | 0.18% | 0.32% | 0.39% | Q4 2021 | Q3 2023 | 6 |
REGIONS FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
VALLEY WEALTH MANAGERS, INC. | 6 | 6 | 0.02% | 0.07% | 0.10% | Q1 2019 | Q2 2020 | 6 |
CAHILL FINANCIAL ADVISORS INC | 6 | 6 | 0.10% | 0.17% | 0.29% | Q2 2021 | Q3 2022 | 6 |
Timber Hill LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2017 | 6 |
Joel Isaacson & Co., LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2016 | 6 |
Rathbones Group PLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
WMG Financial Advisors, LLC | 6 | 6 | 0.26% | 0.28% | 0.30% | Q4 2021 | Q1 2023 | 6 |
H&H Retirement Design & Management INC | 5 | 1 | 0.14% | 1.10% | 1.44% | Q4 2021 | Q2 2023 | 6 |
CHAI TRUST CO LLC | 6 | 6 | 0.07% | 0.23% | 0.32% | Q2 2022 | Q3 2023 | 6 |
COMPASS FINANCIAL ADVISORS LLC | 6 | 6 | 0.38% | 0.50% | 0.56% | Q4 2021 | Q1 2023 | 6 |
Joule Financial, LLC | 6 | 6 | 1.01% | 2.94% | 5.06% | Q2 2022 | Q3 2023 | 6 |
MARINO, STRAM & ASSOCIATES LLC | 6 | 6 | 0.04% | 0.12% | 0.18% | Q4 2017 | Q1 2019 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.02% | 0.05% | 0.11% | Q2 2022 | Q3 2023 | 6 |
Apexium Financial, LP | 5 | 1 | 0.08% | 0.13% | 0.31% | Q1 2020 | Q3 2023 | 6 |
Boltwood Capital Management | 3 | 1 | 0.07% | 0.14% | 0.25% | Q4 2018 | Q4 2023 | 6 |
MATHER GROUP, LLC. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 6 |
McCarthy Asset Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
WESTPORT RESOURCES MANAGEMENT INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2015 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2019 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.04% | 0.04% | 0.05% | Q2 2020 | Q3 2021 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
COMMUNITY BANK SYSTEM, INC. | 6 | 6 | 0.22% | 0.26% | 0.40% | Q2 2013 | Q3 2014 | 6 |
Greystone Financial Group, LLC | 6 | 6 | 0.22% | 0.28% | 0.35% | Q2 2021 | Q3 2022 | 6 |
TUCKER ASSET MANAGEMENT LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Checchi Capital Advisers, LLC | 6 | 6 | 0.08% | 0.10% | 0.14% | Q2 2022 | Q3 2023 | 6 |
First American Bank | 4 | 2 | 0.02% | 0.04% | 0.08% | Q2 2016 | Q4 2017 | 6 |
ESG Planning | 5 | 1 | 0.24% | 1.27% | 2.16% | Q1 2022 | Q3 2023 | 6 |
TRUST CO OF VERMONT | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2022 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
BTS Asset Management, Inc. | 4 | 2 | 0.10% | 0.49% | 1.55% | Q1 2022 | Q3 2023 | 6 |
10-15 ASSOCIATES, INC. | 6 | 6 | 0.06% | 0.11% | 0.18% | Q2 2015 | Q3 2016 | 6 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 6 | 6 | 1.43% | 1.96% | 2.21% | Q3 2021 | Q4 2022 | 6 |
UBS AG | 6 | 6 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q3 2014 | 6 |
1834 INVESTMENT ADVISORS CO | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2021 | 6 |
KENNICOTT CAPITAL MANAGEMENT LLC | 6 | 6 | 0.76% | 1.08% | 1.40% | Q2 2022 | Q3 2023 | 6 |
Shamrock Asset Management LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q2 2018 | 6 |
Betterment LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2018 | 6 |
Capital Square, LLC | 5 | 1 | 0.07% | 0.18% | 0.24% | Q1 2020 | Q4 2022 | 6 |
THEORY FINANCIAL LLC | 4 | 2 | 1.95% | 2.12% | 2.24% | Q1 2022 | Q3 2023 | 6 |
TRANSATLANTIQUE PRIVATE WEALTH LLC | 6 | 6 | 0.36% | 0.39% | 0.41% | Q2 2022 | Q3 2023 | 6 |
Balentine LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 6 |
Key FInancial Inc | 5 | 1 | 0.00% | 0.02% | 0.07% | Q1 2020 | Q3 2023 | 6 |
Kingsview Wealth Management, LLC | 3 | 3 | 0.01% | 0.66% | 1.37% | Q3 2017 | Q4 2021 | 6 |
Milestone Advisory Partners | 4 | 2 | 0.20% | 0.56% | 1.00% | Q2 2021 | Q4 2022 | 6 |
Continuum Advisory, LLC | 6 | 6 | 0.05% | 0.06% | 0.06% | Q2 2022 | Q3 2023 | 6 |
TCWP LLC | 6 | 6 | 0.07% | 0.23% | 0.80% | Q4 2021 | Q1 2023 | 6 |
1832 Asset Management L.P. | 4 | 1 | 0.00% | 0.34% | 0.53% | Q1 2014 | Q2 2017 | 6 |
US FINANCIAL ADVISORS, LLC | 5 | 1 | 0.06% | 1.66% | 5.12% | Q2 2015 | Q1 2021 | 6 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.02% | 0.06% | Q2 2019 | Q3 2023 | 6 |
New Millennium Group LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
B&D White Capital Company, LLC | 6 | 6 | 0.15% | 0.81% | 1.62% | Q2 2021 | Q3 2022 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Legacy Financial Advisors, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 6 |
McClarren Financial Advisors, Inc. | 5 | 5 | 0.02% | 0.04% | 0.07% | Q3 2022 | Q3 2023 | 5 |
LAZARD ASSET MANAGEMENT LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q2 2019 | 5 |
Stonebridge Capital Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2023 | 5 |
Hilltop Holdings Inc. | 3 | 1 | 0.04% | 0.04% | 0.05% | Q1 2018 | Q4 2019 | 5 |
IFC Holdings Incorporated/FL | 5 | 5 | 0.04% | 0.05% | 0.06% | Q4 2016 | Q4 2017 | 5 |
Atlas Private Wealth Management, LLC | 5 | 5 | 0.28% | 0.64% | 0.75% | Q1 2021 | Q1 2022 | 5 |
PECONIC PARTNERS LLC | 5 | 5 | 0.40% | 0.51% | 0.70% | Q3 2017 | Q3 2018 | 5 |
Live Your Vision, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2018 | 5 |
Compass Financial Group, INC/SD | 5 | 5 | 0.11% | 0.15% | 0.20% | Q4 2022 | Q4 2023 | 5 |
FormulaFolio Investments, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2019 | 5 |
CCG WEALTH MANAGEMENT, LLC | 5 | 5 | 0.20% | 0.29% | 0.36% | Q4 2018 | Q4 2019 | 5 |
Hanson & Doremus Investment Management | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
LEO BROKERAGE, LLC | 3 | 2 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q2 2022 | 5 |
Rockbridge Investment Management, LCC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
NATIONAL PLANNING CORP | 4 | 1 | 0.01% | 0.08% | 0.21% | Q4 2014 | Q3 2017 | 5 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2022 | 5 |
Pure Financial Advisors, LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q4 2023 | 5 |
AIRE ADVISORS, LLC | 4 | 1 | 0.06% | 0.06% | 0.07% | Q2 2022 | Q3 2023 | 5 |
Harrison & Co Wealth Management, LLC | 5 | 5 | 0.99% | 1.12% | 1.24% | Q4 2021 | Q4 2022 | 5 |
Pariax, LLC | 5 | 5 | 5.55% | 5.85% | 6.80% | Q4 2021 | Q4 2022 | 5 |
TSFG, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
NEW ENGLAND SECURITIES CORP /MA/ | 5 | 5 | 0.06% | 0.08% | 0.10% | Q4 2013 | Q4 2014 | 5 |
Cornerstone Advisory, LLC | 4 | 1 | 0.01% | 0.04% | 0.05% | Q4 2018 | Q4 2021 | 5 |
MYCIO WEALTH PARTNERS, LLC | 5 | 5 | 0.00% | 0.02% | 0.02% | Q4 2018 | Q4 2019 | 5 |
Truvestments Capital LLC | 3 | 2 | 0.01% | 0.22% | 0.86% | Q2 2018 | Q3 2019 | 5 |
Csenge Advisory Group | 3 | 1 | 0.03% | 0.18% | 0.32% | Q4 2017 | Q3 2021 | 5 |
Mirae Asset Global Investments Co., Ltd. | 3 | 2 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2019 | 5 |
Banque Cantonale Vaudoise | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Capital Investment Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2023 | 5 |
HoyleCohen, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2022 | 5 |
Kinloch Capital, LLC | 3 | 2 | 0.65% | 2.48% | 4.70% | Q4 2020 | Q4 2022 | 5 |
Roger Wittlin Investment Advisory, LLC | 5 | 5 | 0.56% | 0.90% | 1.44% | Q4 2021 | Q4 2022 | 5 |
Pinnacle Wealth Management Group, Inc. | 5 | 5 | 1.05% | 1.14% | 1.25% | Q1 2022 | Q1 2023 | 5 |
PARK NATIONAL CORP /OH/ | 5 | 5 | 0.14% | 0.15% | 0.16% | Q4 2022 | Q4 2023 | 5 |
WOODMONT INVESTMENT COUNSEL LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2016 | 5 |
Pensionmark Financial Group, LLC | 5 | 5 | 0.07% | 0.08% | 0.09% | Q4 2021 | Q4 2022 | 5 |
ACG Wealth | 4 | 1 | 0.00% | 0.18% | 0.29% | Q1 2021 | Q2 2022 | 5 |
INVESTMENT PARTNERS, LTD. | 5 | 5 | 0.14% | 0.16% | 0.17% | Q2 2020 | Q2 2021 | 5 |
Argentus Capital Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2016 | 5 |
Bangor Savings Bank | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Columbus Macro, LLC | 5 | 5 | 2.15% | 2.84% | 3.60% | Q4 2017 | Q4 2018 | 5 |
JT Stratford LLC | 5 | 5 | 0.43% | 0.47% | 0.50% | Q1 2021 | Q1 2022 | 5 |
Clarus Wealth Advisors | 5 | 5 | 0.03% | 0.06% | 0.12% | Q2 2018 | Q2 2019 | 5 |
MONEY CONCEPTS CAPITAL CORP | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Capital Wealth Planning, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q2 2021 | 5 |
Householder Group Estate & Retirement Specialist, LLC | 2 | 1 | 0.01% | 0.13% | 0.30% | Q4 2021 | Q3 2023 | 5 |
WHITENER CAPITAL MANAGEMENT, INC. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 5 |
Riverstone Advisors, LLC | 5 | 5 | 1.95% | 2.14% | 2.56% | Q4 2018 | Q4 2019 | 5 |
Perigon Wealth Management, LLC | 4 | 1 | 0.01% | 0.07% | 0.11% | Q3 2018 | Q4 2020 | 5 |
Allegis Investment Advisors, LLC | 5 | 5 | 0.09% | 0.11% | 0.15% | Q4 2016 | Q4 2017 | 5 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 4 | 1 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 5 |
STARR INTERNATIONAL CO INC | 5 | 5 | 1.90% | 2.35% | 2.77% | Q1 2019 | Q1 2020 | 5 |
ICA Group Wealth Management, LLC | 3 | 2 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q2 2023 | 5 |
Clear Perspectives Financial Planning, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2022 | 5 |
TOTH FINANCIAL ADVISORY CORP | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Cadent Capital Advisors, LLC | 5 | 5 | 0.16% | 3.21% | 4.72% | Q1 2021 | Q1 2022 | 5 |
Worth Asset Management, LLC | 5 | 5 | 0.13% | 0.14% | 0.15% | Q2 2022 | Q2 2023 | 5 |
Total Clarity Wealth Management, Inc. | 4 | 1 | 0.01% | 0.17% | 0.24% | Q1 2021 | Q2 2022 | 5 |
GHP Investment Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
Halpern Financial, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
Homrich & Berg | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2021 | 4 |
LEVEL FOUR FINANCIAL, LLC | 4 | 4 | 0.38% | 0.47% | 0.51% | Q4 2020 | Q3 2021 | 4 |
DecisionPoint Financial, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
CWA Asset Management Group, LLC | 3 | 1 | 0.02% | 0.04% | 0.08% | Q1 2020 | Q3 2023 | 4 |
Taikang Asset Management (Hong Kong) Co Ltd | 4 | 4 | 0.08% | 0.08% | 0.09% | Q4 2017 | Q3 2018 | 4 |
Global Financial Private Capital, Inc | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q1 2019 | 4 |
True Link Financial Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q4 2021 | 4 |
Progressive Investment Management Corp | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2021 | 4 |
SENTINEL PENSION ADVISORS INC | 4 | 4 | 0.16% | 0.25% | 0.29% | Q2 2021 | Q1 2022 | 4 |
VIRIDIAN RIA, LLC | 2 | 2 | 3.21% | 3.34% | 3.49% | Q1 2021 | Q1 2022 | 4 |
Private Portfolio Partners LLC | 4 | 4 | 0.10% | 0.16% | 0.20% | Q4 2018 | Q3 2019 | 4 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q2 2021 | 4 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Cheviot Value Management, LLC | 4 | 4 | 0.14% | 0.24% | 0.30% | Q4 2017 | Q3 2018 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.01% | 0.04% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Sanctuary Wealth Management, L.L.C. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
EAGLE GLOBAL ADVISORS LLC | 2 | 2 | 0.02% | 0.10% | 0.24% | Q4 2015 | Q1 2019 | 4 |
WASHINGTON TRUST BANK | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q1 2019 | 4 |
IronBridge Private Wealth, LLC | 4 | 4 | 0.00% | 1.23% | 4.91% | Q4 2020 | Q3 2021 | 4 |
WealthTrust Fairport, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 4 |
Retirement Planning Group, LLC | 4 | 4 | 0.07% | 0.11% | 0.15% | Q4 2022 | Q3 2023 | 4 |
EWG Elevate Inc. | 1 | 1 | 0.02% | 0.50% | 1.06% | Q4 2019 | Q4 2022 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
CETERA INVESTMENT MANAGEMENT LLC | 4 | 4 | 1.32% | 1.49% | 1.60% | Q3 2016 | Q2 2017 | 4 |
PROFFITT & GOODSON INC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2019 | 4 |
Koesten, Hirschmann & Crabtree, INC. | 4 | 4 | 0.07% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2014 | 4 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 3 | 1 | 0.08% | 0.16% | 0.20% | Q1 2019 | Q1 2020 | 4 |
Sharper & Granite LLC | 4 | 4 | 0.66% | 0.81% | 1.08% | Q4 2022 | Q3 2023 | 4 |
BOS Asset Management, LLC | 4 | 4 | 0.19% | 0.22% | 0.25% | Q4 2022 | Q3 2023 | 4 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2018 | 4 |
BARINGS LLC | 4 | 4 | 0.11% | 0.27% | 0.37% | Q1 2021 | Q4 2021 | 4 |
McGuire Investment Group, LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.02% | 0.04% | 0.05% | Q1 2019 | Q1 2020 | 4 |
Mainsail Financial Group, LLC | 4 | 4 | 2.26% | 2.34% | 2.52% | Q4 2022 | Q3 2023 | 4 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.18% | 0.69% | Q3 2015 | Q1 2022 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
BBVA USA Bancshares, Inc. | 4 | 4 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q1 2021 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
CLEAR INVESTMENT RESEARCH, LLC | 4 | 4 | 0.04% | 0.06% | 0.07% | Q1 2021 | Q4 2021 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Hochman Cole Investment Advisors, Inc. | 4 | 4 | 0.09% | 0.10% | 0.10% | Q4 2020 | Q3 2021 | 4 |
Larson Financial Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 4 |
Cribstone Capital Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2017 | 4 |
Clark Capital Management Group, Inc. | 2 | 1 | 0.12% | 0.16% | 0.23% | Q4 2017 | Q3 2021 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Fiera Capital Corp | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2020 | 4 |
Frontier Wealth Management LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q2 2018 | Q1 2019 | 4 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q2 2018 | 4 |
Resource Management, LLC | 4 | 4 | 0.03% | 0.08% | 0.11% | Q1 2021 | Q4 2021 | 4 |
OAK HILL WEALTH ADVISORS, LLC | 4 | 4 | 0.13% | 0.15% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Migdal Insurance & Financial Holdings Ltd. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2017 | 4 |
Destination Wealth Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 4 |
Aspen Grove Capital, LLC | 4 | 4 | 0.50% | 0.60% | 0.67% | Q4 2022 | Q3 2023 | 4 |
Foundations Investment Advisors, LLC | 3 | 1 | 0.04% | 0.05% | 0.07% | Q3 2021 | Q3 2023 | 4 |
USS Investment Management Ltd | 4 | 4 | 0.35% | 0.41% | 0.47% | Q4 2019 | Q3 2020 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Virtu KCG Holdings LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q2 2016 | 4 |
Soros Fund Management | 4 | 4 | 0.19% | 0.21% | 0.25% | Q4 2022 | Q3 2023 | 4 |
SVB WEALTH LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q2 2020 | 4 |
Valence8 US LP | 4 | 4 | 1.88% | 7.39% | 16.31% | Q4 2022 | Q3 2023 | 4 |
Financial Freedom, LLC | 4 | 4 | 2.94% | 3.02% | 3.10% | Q4 2022 | Q3 2023 | 4 |
ASPIRIANT, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q1 2022 | 4 |
TIAA CREF TRUST CO FSB/MO | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q1 2017 | 4 |
FAS Wealth Partners, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 4 |
Bernardo Wealth Planning LLC | 4 | 4 | 0.09% | 0.09% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Hennion & Walsh Asset Management, Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q4 2021 | 4 |
Family Capital Management, Inc. | 4 | 4 | 0.20% | 0.29% | 0.36% | Q4 2022 | Q3 2023 | 4 |
HHM Wealth Advisors, LLC | 4 | 4 | 0.05% | 0.09% | 0.12% | Q3 2021 | Q2 2022 | 4 |
Montecito Bank & Trust | 4 | 4 | 0.11% | 0.18% | 0.23% | Q1 2017 | Q4 2017 | 4 |
Fiduciary Alliance LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
INVICTUS PRIVATE WEALTH, LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Sage Mountain Advisors LLC | 4 | 4 | 0.06% | 0.06% | 0.07% | Q3 2021 | Q2 2022 | 4 |
PETREDIS INVESTMENT ADVISORS LLC | 4 | 4 | 0.05% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 4 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Stevard, LLC | 3 | 1 | 0.47% | 0.48% | 0.50% | Q1 2022 | Q1 2023 | 4 |
ROOSEVELT INVESTMENT GROUP LLC | 4 | 4 | 0.05% | 0.55% | 1.23% | Q4 2016 | Q3 2017 | 4 |
WELCH CAPITAL PARTNERS LLC/NY | 3 | 3 | 0.27% | 1.31% | 2.14% | Q4 2018 | Q2 2019 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 0.41% | 0.46% | 0.55% | Q1 2023 | Q3 2023 | 3 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 3 | 3 | 0.01% | 0.03% | 0.06% | Q4 2017 | Q2 2018 | 3 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.04% | 2.02% | 3.51% | Q4 2021 | Q3 2022 | 3 |
Wagner Wealth Management, LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2018 | Q3 2018 | 3 |
Cerity Partners LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Fiduciary Trust Co International of Pennsylvania | 3 | 3 | 0.06% | 0.07% | 0.08% | Q3 2018 | Q1 2019 | 3 |
Endurance Wealth Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 3 |
Legacy Financial Strategies, LLC | 3 | 3 | 0.40% | 0.42% | 0.44% | Q4 2017 | Q2 2018 | 3 |
Northstar Group, Inc. | 3 | 3 | 0.18% | 0.19% | 0.22% | Q3 2016 | Q1 2017 | 3 |
SILVER OAK SECURITIES, INCORPORATED | 2 | 1 | 0.04% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 3 |
Visionary Wealth Advisors | 3 | 3 | 0.24% | 0.26% | 0.29% | Q1 2022 | Q3 2022 | 3 |
HBW ADVISORY SERVICES LLC | 3 | 3 | 0.06% | 0.08% | 0.11% | Q3 2021 | Q1 2022 | 3 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q2 2023 | 3 |
EXENCIAL WEALTH ADVISORS, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 3 |
LMG Wealth Partners, LLC | 3 | 3 | 0.17% | 0.31% | 0.50% | Q1 2023 | Q3 2023 | 3 |
Spectrum Management Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
Psagot Value Holdings Ltd. / (Israel) | 2 | 1 | 0.00% | 0.02% | 0.06% | Q3 2021 | Q4 2022 | 3 |
Terra Nova Asset Management LLC | 3 | 3 | 1.11% | 1.11% | 1.12% | Q1 2023 | Q3 2023 | 3 |
FinTrust Investment Advisory Services, LLC | 3 | 3 | 0.29% | 0.29% | 0.30% | Q3 2017 | Q1 2018 | 3 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 3 | 3 | 0.05% | 0.06% | 0.09% | Q1 2018 | Q3 2018 | 3 |
Charter Oak Capital Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 3 |
Western Pacific Wealth Management, LP | 3 | 3 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q2 2022 | 3 |
FIRST COMMUNITY TRUST NA | 3 | 3 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q2 2022 | 3 |
FOSTER DYKEMA CABOT & CO INC/MA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.08% | 0.08% | 0.08% | Q4 2017 | Q2 2018 | 3 |
Geneva Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2017 | 3 |
Allianz Asset Management GmbH | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Flagship Private Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Camelot Portfolios, LLC | 3 | 3 | 0.48% | 0.57% | 0.62% | Q4 2021 | Q2 2022 | 3 |
Pathway Financial Advisors LLC | 3 | 3 | 0.03% | 0.08% | 0.11% | Q4 2017 | Q2 2018 | 3 |
FIRST NIAGARA BANK | 3 | 3 | 0.12% | 0.13% | 0.14% | Q2 2015 | Q4 2015 | 3 |
Advisor Resource Council | 1 | 1 | 0.14% | 0.15% | 0.16% | Q2 2021 | Q2 2022 | 3 |
Solstein Capital, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Professional Financial Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Trexquant Investment LP | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 3 |
SRS Capital Advisors, Inc. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q2 2019 | 3 |
Madison Asset Management, LLC | 2 | 1 | 0.06% | 0.07% | 0.08% | Q4 2019 | Q2 2021 | 3 |
CHURCHILL MANAGEMENT Corp | 3 | 3 | 5.04% | 5.55% | 5.95% | Q1 2018 | Q3 2018 | 3 |
Marmo Financial Group, LLC | 3 | 3 | 8.42% | 8.56% | 8.69% | Q1 2023 | Q3 2023 | 3 |
PFG Private Wealth Management, LLC | 3 | 3 | 0.83% | 0.90% | 0.99% | Q4 2021 | Q2 2022 | 3 |
BIVIN & ASSOCIATES, INC. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 3 |
Fiduciary Planning LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q1 2021 | 3 |
Activest Wealth Management | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q4 2022 | 3 |
HM PAYSON & CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2022 | 3 |
Proquility Private Wealth Partners, LLC | 3 | 3 | 0.12% | 0.14% | 0.19% | Q4 2020 | Q2 2021 | 3 |
JOYN Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Polaris Wealth Advisory Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.03% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Clal Insurance Enterprises Holdings Ltd | 3 | 3 | 0.04% | 0.05% | 0.05% | Q4 2014 | Q2 2015 | 3 |
Ballew Advisors, Inc | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2018 | Q3 2018 | 3 |
USCA RIA LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q2 2021 | 3 |
Alexandria Capital, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2017 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Glovista Investments LLC | 2 | 1 | 0.34% | 2.95% | 7.45% | Q4 2017 | Q3 2018 | 3 |
Essex Savings Bank | 3 | 3 | 0.06% | 0.07% | 0.08% | Q4 2018 | Q2 2019 | 3 |
BB&T INVESTMENT SERVICES, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q4 2017 | 3 |
ST GERMAIN D J CO INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 3 | 3 | 0.00% | 0.57% | 1.72% | Q4 2019 | Q2 2020 | 3 |
EXANE DERIVATIVES | 1 | 1 | 0.04% | 0.05% | 0.08% | Q1 2021 | Q1 2022 | 3 |
CHAPIN DAVIS, INC. | 3 | 3 | 0.14% | 0.14% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Gupta Wealth Management LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q1 2016 | 3 |
Matisse Capital | 3 | 3 | 0.30% | 0.31% | 0.33% | Q1 2023 | Q3 2023 | 3 |
FCG ADVISORS, LLC | 3 | 3 | 1.24% | 1.29% | 1.36% | Q1 2016 | Q3 2016 | 3 |
PITTENGER & ANDERSON INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 3 |
SITTNER & NELSON, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 3 |
Valtinson Bruner Financial Planning LLC | 3 | 3 | 0.12% | 0.14% | 0.15% | Q2 2022 | Q4 2022 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
Econ Financial Services Corp | 2 | 2 | 0.26% | 0.31% | 0.36% | Q3 2022 | Q4 2022 | 2 |
Financial Services Advisory Inc | 2 | 2 | 4.03% | 4.76% | 5.48% | Q4 2017 | Q1 2018 | 2 |
Elm Partners Management LLC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 2 |
Freedman Financial Associates, Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q1 2021 | 2 |
PACK Private Wealth, LLC | 2 | 2 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q1 2022 | 2 |
Hudock, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Scissortail Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q2 2022 | 2 |
FourThought Financial, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Wilson & Boucher Capital Management, LLC | 2 | 2 | 0.20% | 0.20% | 0.20% | Q4 2021 | Q1 2022 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Icon Wealth Partners, LLC | 1 | 1 | 0.00% | 0.07% | 0.13% | Q3 2018 | Q1 2019 | 2 |
TOMPKINS FINANCIAL CORP | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q3 2018 | 2 |
NEIRG Wealth Management, LLC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q4 2022 | Q1 2023 | 2 |
OLD MISSION CAPITAL LLC | 2 | 2 | 0.02% | 0.15% | 0.27% | Q4 2021 | Q1 2022 | 2 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 2 |
True Capital Management | 2 | 2 | 0.25% | 0.28% | 0.32% | Q4 2022 | Q1 2023 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2021 | 2 |
Sentinus, LLC | 2 | 2 | 0.19% | 0.20% | 0.20% | Q1 2023 | Q2 2023 | 2 |
MBL Wealth, LLC | 1 | 1 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q4 2022 | 2 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 2 |
PANORAMIC INVESTMENT ADVISORS, LLC | 1 | 1 | 0.28% | 0.32% | 0.35% | Q4 2022 | Q3 2023 | 2 |
Lehman & Derafelo Financial Resources LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.03% | 0.05% | Q4 2018 | Q4 2021 | 2 |
KINGSWOOD WEALTH ADVISORS, LLC | 2 | 2 | 0.05% | 0.07% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Avalon Trust Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Edge Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
MARSHALL WACE, LLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Strategic Capital Alternatives LLC | 1 | 1 | 0.03% | 0.03% | 0.04% | Q3 2014 | Q2 2015 | 2 |
BARING ASSET MANAGEMENT Ltd | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2014 | Q4 2014 | 2 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q2 2023 | 2 |
ADIRONDACK TRUST CO | 2 | 2 | 0.08% | 0.09% | 0.09% | Q1 2022 | Q2 2022 | 2 |
Horizon Investments, LLC | 1 | 1 | 0.02% | 0.08% | 0.15% | Q2 2013 | Q3 2023 | 2 |
MANCHESTER FINANCIAL INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Slocum, Gordon & Co LLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Washington Trust Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Per Stirling Capital Management, LLC. | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q1 2023 | 2 |
Better Money Decisions, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q2 2022 | 2 |
BlackRock Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 2 |
Insight Folios Inc | 1 | 1 | 0.10% | 0.17% | 0.24% | Q4 2019 | Q4 2021 | 2 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2018 | 2 |
Strategic Wealth Partners, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 2 |
Brookstone Capital Management | 1 | 1 | 0.01% | 0.28% | 0.55% | Q3 2017 | Q1 2022 | 2 |
STOCK YARDS BANK & TRUST CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
CMC Financial Group | 2 | 2 | 0.24% | 0.30% | 0.35% | Q1 2019 | Q2 2019 | 2 |
ClearBridge Investments | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2016 | 2 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q4 2021 | 2 |
Davis Capital Management | 2 | 2 | 0.13% | 0.13% | 0.13% | Q1 2020 | Q2 2020 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Cable Hill Partners, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Fisher Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
BCK CAPITAL MANAGEMENT LP | 2 | 2 | 1.22% | 1.38% | 1.53% | Q4 2020 | Q1 2021 | 2 |
VSR Financial Services, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2015 | Q3 2015 | 2 |
Mayflower Financial Advisors, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Idaho Trust Bank | 2 | 2 | 0.90% | 0.98% | 1.06% | Q2 2023 | Q3 2023 | 2 |
Dunhill Financial, LLC | 2 | 2 | 1.22% | 1.33% | 1.44% | Q2 2023 | Q3 2023 | 2 |
Private Ocean, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2022 | 2 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q4 2021 | 2 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2021 | 2 |
Varma Mutual Pension Insurance Co | 2 | 2 | 2.60% | 4.62% | 6.64% | Q2 2023 | Q3 2023 | 2 |
Reynolds Investment Management, Inc. | 2 | 2 | 0.22% | 0.22% | 0.22% | Q1 2022 | Q2 2022 | 2 |
Dynamic Advisor Solutions LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Avalon Investment & Advisory | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q1 2023 | 2 |
SWS Partners | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
FULTON BANK, N.A. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q4 2023 | 2 |
FineMark National Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2016 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.94% | 1.00% | 1.05% | Q1 2020 | Q3 2020 | 2 |
RMR Wealth Builders | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
ProVise Management Group, LLC | 1 | 1 | 0.33% | 0.40% | 0.47% | Q2 2015 | Q4 2015 | 2 |
INSIGNEO ADVISORY SERVICES, LLC | 1 | 1 | 0.07% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 2 |
NWAM LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
SevenBridge Financial Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
ENTERPRISE FINANCIAL SERVICES CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
Delta Financial Group, Inc. | 2 | 2 | 0.08% | 0.17% | 0.27% | Q2 2023 | Q3 2023 | 2 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.13% | 0.25% | Q4 2020 | Q3 2022 | 2 |
Firestone Capital Management | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2020 | 2 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2022 | 2 |
Selective Wealth Management, Inc. | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2022 | Q3 2022 | 2 |
STAPP WEALTH MANAGEMENT, PLLC | 1 | 1 | 5.34% | 19.20% | 33.06% | Q1 2023 | Q3 2023 | 2 |
BancFirst Trust & Investment Management | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2021 | Q2 2022 | 2 |
Main Management ETF Advisors, LLC | 1 | 1 | 0.00% | 1.45% | 2.90% | Q3 2022 | Q1 2023 | 2 |
Watermark Asset Management, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2017 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
First Pacific Financial | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Well Done, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2018 | 2 |
RWA WEALTH PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
BASSO CAPITAL MANAGEMENT, L.P. | 2 | 2 | 1.08% | 1.36% | 1.63% | Q4 2022 | Q1 2023 | 2 |
RPG Investment Advisory, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Independent Advisor Alliance | 1 | 1 | 0.05% | 0.12% | 0.19% | Q1 2017 | Q4 2019 | 2 |
Prostatis Group LLC | 1 | 1 | 0.02% | 0.20% | 0.38% | Q2 2022 | Q2 2023 | 2 |
ELM ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q4 2020 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q4 2018 | Q1 2019 | 2 |
Marks Wealth, LLC | 2 | 2 | 2.38% | 6.71% | 11.04% | Q4 2021 | Q1 2022 | 2 |
TNF LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q3 2021 | Q4 2021 | 2 |
First Command Advisory Services, Inc. | 2 | 2 | 0.00% | 3.52% | 7.03% | Q4 2017 | Q1 2018 | 2 |
PRELUDE CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2020 | 2 |
Corbenic Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
CapWealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 2 | 2 | 0.10% | 0.11% | 0.12% | Q3 2020 | Q4 2020 | 2 |
Family Management Corp | 2 | 2 | 0.09% | 0.10% | 0.10% | Q1 2020 | Q2 2020 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Gyon Technologies Capital Management, LP | 2 | 2 | 0.07% | 0.14% | 0.20% | Q1 2022 | Q2 2022 | 2 |
FSA Wealth Management LLC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Optiver Holding B.V. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Valley Brook Capital Group, Inc. | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2020 | Q1 2021 | 2 |
Gallacher Capital Management LLC | 2 | 2 | 0.14% | 0.14% | 0.15% | Q4 2022 | Q1 2023 | 2 |
Invesco Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2020 | 2 |
Monument Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Summit X, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
ALLIANCEBERNSTEIN L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
MidWestOne Financial Group, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2019 | Q2 2019 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
First Command Financial Services, Inc. | 1 | 1 | 6.46% | 6.46% | 6.46% | Q1 2018 | Q1 2018 | 1 |
PIERSHALE FINANCIAL GROUP, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
WealthTrust-Arizona, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CoreFirst Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
COWA, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
FIRST NATIONAL CORP /MA/ /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
RFG Advisory, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2018 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Leonard Rickey Investment Advisors P.L.L.C. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2019 | Q4 2019 | 1 |
MONETARY MANAGEMENT GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Paloma Partners Management Co | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q2 2020 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Aspire Private Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.60% | 0.60% | 0.60% | Q1 2022 | Q1 2022 | 1 |
Azimuth Capital Management LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2020 | Q1 2020 | 1 |
Smith Affiliated Capital Corp. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
Tidal Investments LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
HERITAGE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Truvvo Partners LLC | 1 | 1 | 2.14% | 2.14% | 2.14% | Q4 2021 | Q4 2021 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
Insight Advisors, LLC/ PA | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
Milestone Investment Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Financial Insights, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2021 | Q2 2021 | 1 |
Avitas Wealth Management LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Waverly Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Ford Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Walleye Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.74% | 0.74% | 0.74% | Q1 2016 | Q1 2016 | 1 |
PINNACLE ASSOCIATES LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Independence Trust CO | 1 | 1 | 0.43% | 0.43% | 0.43% | Q4 2016 | Q4 2016 | 1 |
Lumature Wealth Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Bremer Bank National Association | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.68% | 0.68% | 0.68% | Q1 2019 | Q1 2019 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Johanson Financial Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
Colonial River Wealth Management, LLC | 1 | 1 | 0.79% | 0.79% | 0.79% | Q3 2021 | Q3 2021 | 1 |
Lee Financial Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
IPG Investment Advisors LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2022 | Q1 2022 | 1 |
SG3 Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2019 | Q1 2019 | 1 |
WULFF, HANSEN & CO. | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2022 | Q1 2022 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 1.43% | 1.43% | 1.43% | Q1 2022 | Q1 2022 | 1 |
PEOPLES FINANCIAL SERVICES CORP. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
CBIZ Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Patten Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
GeoWealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Vivaldi Capital Management LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Lowe Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Ruggie Capital Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
BERRY GROUP, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2019 | Q4 2019 | 1 |
Placemark Investments, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
COZAD ASSET MANAGEMENT INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2018 | Q2 2018 | 1 |
Arlington Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Capital Directions Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
FRANKLIN STREET ADVISORS INC /NC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q1 2017 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
O'Dell Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Engineers Gate Manager LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Peachtree Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
AlphaMark Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Fusion Investment Group, LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2013 | Q4 2013 | 1 |
Pension Partners, LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q4 2016 | Q4 2016 | 1 |
Osbon Capital Management LLC | 1 | 1 | 2.27% | 2.27% | 2.27% | Q2 2019 | Q2 2019 | 1 |
Silicon Hills Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Highland Private Wealth Management | 1 | 1 | 1.56% | 1.56% | 1.56% | Q1 2018 | Q1 2018 | 1 |
IMA Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Meridian Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
KWMG, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Claro Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Pinkerton Retirement Specialists, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
TWIN CAPITAL MANAGEMENT INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
WealthOne, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Bay Harbor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
AHL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Avestar Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Vestmark Advisory Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Karpus Management, Inc. | 1 | 1 | 0.48% | 0.48% | 0.48% | Q2 2020 | Q2 2020 | 1 |
Fortis Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Rezny Wealth Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q3 2015 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Badgley Phelps Wealth Managers, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
BOK Financial Private Wealth, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2019 | Q1 2019 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
DEFINED WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
NVWM, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Greenhouse Wealth Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
Vestpro Financial Partners, Inc. dba CPF Texas | 1 | 1 | 1.02% | 1.02% | 1.02% | Q3 2018 | Q3 2018 | 1 |
SAGE RHINO CAPITAL LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q1 2019 | Q1 2019 | 1 |
Wellspring Financial Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Advisor OS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2020 | Q3 2020 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Wealthgate Family Office, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2021 | Q3 2021 | 1 |
TDAM USA INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2013 | Q3 2013 | 1 |
Allen Mooney & Barnes Investment Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
O'Brien Wealth Partners LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Thor Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Allied Investment Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
First Personal Financial Services | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Granite Bay Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Pinnacle Wealth Management Advisory Group, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2022 | 1 |
Godshalk Welsh Capital Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Lake Hills Wealth Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
Nationwide Fund Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
PINNACLE FINANCIAL PARTNERS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Windsor Advisory Group, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2022 | Q4 2022 | 1 |
Fragasso Group Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2018 | Q4 2018 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Wealth Quarterback LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Portfolio Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Centerpoint Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
AlphaStar Capital Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q4 2017 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Stearns Financial Services Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Covington Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
CGN Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Paragon Wealth Strategies, LLC | 1 | 1 | 4.02% | 4.02% | 4.02% | Q1 2022 | Q1 2022 | 1 |
Compass Advisory Group LLC | 1 | 1 | 2.75% | 2.75% | 2.75% | Q3 2023 | Q3 2023 | 1 |
SHAYNE & JACOBS, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2020 | Q2 2020 | 1 |
Ferris Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
MEITAV INVESTMENT HOUSE LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
McAdam, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
Johnson Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Black Swift Group, LLC | 1 | 1 | 12.53% | 12.53% | 12.53% | Q4 2018 | Q4 2018 | 1 |
KRS Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
FOUNDERS FINANCIAL SECURITIES LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
PDS Planning, Inc | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Raleigh Capital Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Steward Financial Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
CABANA LLC | 1 | 1 | 2.34% | 2.34% | 2.34% | Q3 2021 | Q3 2021 | 1 |
Next Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
NOTTINGHAM ADVISORS, INC. | 1 | 1 | 1.67% | 1.67% | 1.67% | Q2 2013 | Q2 2013 | 1 |
Parcion Private Wealth LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q1 2020 | Q1 2020 | 1 |
BAKER BOYER NATIONAL BANK | 1 | 1 | 0.63% | 0.63% | 0.63% | Q1 2018 | Q1 2018 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2022 | Q3 2022 | 1 |
Cardinal Point Capital Management ULC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2023 | Q1 2023 | 1 |
Cassaday & Co Wealth Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CHANNEL WEALTH LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
ORRSTOWN FINANCIAL SERVICES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
WMS Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q2 2019 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Fermata Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2021 | Q2 2021 | 1 |
RETIREMENT CAPITAL STRATEGIES | 1 | 1 | 1.64% | 1.64% | 1.64% | Q3 2023 | Q3 2023 | 1 |
Aberdeen Wealth Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Emerald Advisors, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2019 | Q4 2019 | 1 |
Julex Capital Management, LLC | 1 | 1 | 7.59% | 7.59% | 7.59% | Q3 2019 | Q3 2019 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
ORG Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
CAPITAL GUARDIAN TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
KCS Wealth Advisory | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Ipsen Advisor Group LLC | 1 | 1 | 0.93% | 0.93% | 0.93% | Q4 2022 | Q4 2022 | 1 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Gleason Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Catamount Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Mutual Advisors, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2020 | Q2 2020 | 1 |
ADVISOR PARTNERS II, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Paul John Balson | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
COUNTRY TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Barnett & Company, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q3 2016 | 1 |
JANICZEK WEALTH MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2017 | Q2 2017 | 1 |
Glassy Mountain Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
FIRST MIDWEST BANK TRUST DIVISION | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2016 | Q4 2016 | 1 |
VERUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Hoover Financial Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
HSBC HOLDINGS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Fernwood Investment Management, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2019 | Q3 2019 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2020 | Q1 2020 | 1 |
Crewe Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Airain ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Pine Valley Investments Ltd Liability Co | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Schonfeld Strategic Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Timber Creek Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Tradewinds, LLC. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Zions Bancorporation, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
RiverFront Investment Group, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2008 | Q4 2008 | 1 |
Compass Ion Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
EDMOND DE ROTHSCHILD PRIVATE MERCHANT BANKING LLP | 1 | 1 | 1.76% | 1.76% | 1.76% | Q3 2015 | Q3 2015 | 1 |
ROBERTSON STEPHENS ADVISORS LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2016 | Q4 2016 | 1 |
Peak Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Walleye Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Sonora Investment Management Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Parasol Investment Management, LLC | 1 | 1 | 2.53% | 2.53% | 2.53% | Q4 2016 | Q4 2016 | 1 |
HNP Capital LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Eagle Strategies LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q1 2022 | Q1 2022 | 1 |
Brown Advisory Securities, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2018 | Q1 2018 | 1 |
South Shore Capital Advisors | 1 | 1 | 0.59% | 0.59% | 0.59% | Q1 2021 | Q1 2021 | 1 |
DRW Securities, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q4 2013 | 1 |
Weil Company, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Hefty Wealth Partners | 1 | 1 | 0.73% | 0.73% | 0.73% | Q1 2016 | Q1 2016 | 1 |
EFG Asset Management (Americas) Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
TOWNSQUARE CAPITAL LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TPB WEALTH ADVISORS | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Fulcrum Equity Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Blueshift Asset Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
Advanced Asset Management Advisors Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Herold Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
OUTFITTER FINANCIAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
FIDUCIENT ADVISORS LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2022 | Q3 2022 | 1 |
Align Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Quantbot Technologies LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
External links
This page lists all the filers that currently own VANGUARD WORLD FDS or have owned VANGUARD WORLD FDS in the past.