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 | 103 |
HUNTINGTON NATIONAL BANK | 36 | 20 | 0.00% | 0.00% | 0.01% | Q1 2009 | Q3 2023 | 56 |
Veritable, L.P. | 43 | 43 | 0.02% | 0.04% | 0.05% | Q4 2012 | Q2 2023 | 43 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.10% | 0.19% | 0.30% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.01% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Bartlett & Co. LLC | 26 | 16 | 0.04% | 0.05% | 0.07% | Q2 2013 | Q4 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.02% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Ledyard National Bank | 42 | 42 | 0.02% | 0.41% | 1.00% | Q2 2013 | Q3 2023 | 42 |
Focused Wealth Management, Inc | 41 | 41 | 0.01% | 0.06% | 0.31% | Q3 2013 | Q3 2023 | 41 |
HighTower Advisors, LLC | 30 | 11 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 41 |
Fisher Asset Management, LLC | 41 | 41 | 0.00% | 0.01% | 0.12% | Q3 2013 | Q3 2023 | 41 |
BOKF, NA | 32 | 9 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 41 |
CIBC WORLD MARKET INC. | 40 | 40 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 40 |
RAYMOND JAMES & ASSOCIATES | 34 | 3 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 40 |
BAILARD, INC. | 31 | 9 | 0.11% | 0.44% | 0.80% | Q3 2013 | Q3 2023 | 40 |
Creative Planning | 33 | 7 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 40 |
BANK OF MONTREAL /CAN/ | 38 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 40 |
Private Advisor Group, LLC | 40 | 40 | 0.01% | 0.05% | 0.10% | Q4 2013 | Q3 2023 | 40 |
Beacon Capital Management, Inc. | 40 | 40 | 0.01% | 5.72% | 8.33% | Q4 2013 | Q3 2023 | 40 |
FMR LLC | 40 | 40 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 40 |
Madden Advisory Services, Inc. | 39 | 39 | 0.27% | 1.08% | 1.78% | Q1 2014 | Q3 2023 | 39 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 37 | 2 | 0.03% | 0.04% | 0.08% | Q2 2010 | Q3 2023 | 39 |
Archford Capital Strategies, LLC | 39 | 39 | 0.04% | 0.85% | 2.46% | Q1 2014 | Q3 2023 | 39 |
WHITTIER TRUST CO | 37 | 37 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2022 | 37 |
Cutler Group LLC / CA | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 37 |
DOWLING & YAHNKE LLC | 22 | 15 | 0.08% | 0.13% | 0.25% | Q2 2013 | Q3 2022 | 37 |
STIFEL FINANCIAL CORP | 36 | 1 | 0.00% | 0.02% | 0.04% | Q2 2014 | Q3 2023 | 37 |
GOLDMAN SACHS GROUP INC | 33 | 2 | 0.00% | 0.00% | 0.01% | Q2 2012 | Q3 2023 | 37 |
FIDUCIARY TRUST CO | 14 | 1 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.02% | 0.02% | 0.03% | Q4 2014 | Q3 2023 | 36 |
Community Bank, N.A. | 36 | 36 | 0.06% | 0.11% | 0.13% | Q4 2014 | Q3 2023 | 36 |
ENVESTNET ASSET MANAGEMENT INC | 24 | 4 | 0.00% | 0.02% | 0.04% | Q3 2013 | Q3 2023 | 36 |
WBH ADVISORY INC | 32 | 3 | 0.06% | 0.31% | 0.48% | Q4 2014 | Q3 2023 | 35 |
Tower Research Capital LLC (TRC) | 13 | 2 | 0.00% | 0.10% | 0.75% | Q1 2014 | Q3 2023 | 35 |
M&T BANK CORP | 17 | 3 | 0.00% | 0.13% | 0.24% | Q3 2014 | Q3 2023 | 35 |
Autus Asset Management, LLC | 35 | 35 | 0.07% | 0.10% | 0.15% | Q2 2014 | Q4 2022 | 35 |
Kistler-Tiffany Companies, LLC | 35 | 35 | 0.03% | 0.14% | 0.40% | Q4 2014 | Q2 2023 | 35 |
Janney Montgomery Scott LLC | 28 | 7 | 0.01% | 0.03% | 0.05% | Q4 2013 | Q3 2023 | 35 |
Country Club Trust Company, n.a. | 30 | 4 | 0.02% | 0.24% | 0.80% | Q2 2013 | Q4 2021 | 34 |
OPPENHEIMER & CO INC | 28 | 6 | 0.01% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 34 |
Koshinski Asset Management, Inc. | 16 | 6 | 0.08% | 0.16% | 0.40% | Q4 2014 | Q3 2023 | 34 |
DUBUQUE BANK & TRUST CO | 21 | 3 | 0.06% | 0.58% | 1.96% | Q2 2013 | Q4 2021 | 33 |
JPMORGAN CHASE & CO | 32 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 33 |
JOHNSON INVESTMENT COUNSEL INC | 32 | 1 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 33 |
Carroll Financial Associates, Inc. | 27 | 6 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2021 | 33 |
Bragg Financial Advisors, Inc | 24 | 2 | 0.02% | 0.03% | 0.05% | Q4 2013 | Q3 2023 | 33 |
AlphaMark Advisors, LLC | 33 | 33 | 0.01% | 0.02% | 0.07% | Q3 2015 | Q3 2023 | 33 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 32 |
Anchor Investment Management, LLC | 32 | 32 | 0.01% | 0.23% | 0.42% | Q1 2016 | Q4 2023 | 32 |
Harel Insurance Investments & Financial Services Ltd. | 32 | 32 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2023 | 32 |
Manchester Capital Management LLC | 32 | 32 | 0.02% | 0.03% | 0.03% | Q4 2015 | Q3 2023 | 32 |
J.P. Morgan Private Wealth Advisors LLC | 31 | 31 | 0.00% | 0.02% | 0.08% | Q1 2016 | Q3 2023 | 31 |
Allworth Financial LP | 27 | 4 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.03% | 0.10% | Q4 2015 | Q3 2023 | 31 |
FIRST FINANCIAL CORP /IN/ | 31 | 31 | 0.01% | 1.07% | 1.87% | Q1 2016 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.00% | 0.02% | Q1 2016 | Q3 2023 | 31 |
Raymond James Financial Services Advisors, Inc. | 22 | 1 | 0.00% | 0.05% | 0.10% | Q3 2015 | Q3 2023 | 31 |
Stratos Wealth Partners, LTD. | 28 | 3 | 0.01% | 0.03% | 0.09% | Q3 2015 | Q3 2023 | 31 |
Advisory Services Network, LLC | 27 | 3 | 0.00% | 0.03% | 0.13% | Q1 2016 | Q3 2023 | 30 |
Atria Investments, Inc | 7 | 4 | 0.02% | 0.08% | 0.20% | Q1 2014 | Q3 2023 | 29 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 21 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q2 2023 | 29 |
BALDWIN BROTHERS LLC/MA | 29 | 29 | 0.03% | 0.06% | 0.08% | Q4 2016 | Q4 2023 | 29 |
NORTHERN TRUST CORP | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
VANGUARD GROUP INC | 20 | 8 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2021 | 28 |
SCOTIA CAPITAL INC. | 13 | 3 | 0.00% | 0.01% | 0.05% | Q2 2015 | Q3 2023 | 28 |
JANE STREET GROUP, LLC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q3 2023 | 28 |
IHT Wealth Management, LLC | 28 | 28 | 0.02% | 0.14% | 0.54% | Q4 2016 | Q3 2023 | 28 |
Callan Capital, LLC | 27 | 27 | 0.08% | 0.35% | 0.48% | Q1 2017 | Q3 2023 | 27 |
Simmons Bank | 27 | 27 | 0.04% | 0.06% | 0.07% | Q1 2017 | Q3 2023 | 27 |
Exchange Capital Management, Inc. | 27 | 27 | 0.02% | 0.56% | 0.94% | Q1 2017 | Q3 2023 | 27 |
DEUTSCHE BANK AG\ | 16 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 27 |
D'Orazio & Associates, Inc. | 27 | 27 | 0.04% | 2.19% | 8.54% | Q1 2017 | Q3 2023 | 27 |
First PREMIER Bank | 27 | 27 | 0.03% | 0.08% | 0.23% | Q1 2017 | Q3 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 27 |
CAPTRUST FINANCIAL ADVISORS | 26 | 1 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 27 |
Parallel Advisors, LLC | 27 | 27 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q3 2023 | 27 |
Founders Capital Management | 13 | 13 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q4 2023 | 26 |
MASSMUTUAL TRUST CO FSB/ADV | 26 | 26 | 0.05% | 0.21% | 0.28% | Q3 2017 | Q4 2023 | 26 |
Institute for Wealth Management, LLC. | 8 | 1 | 0.09% | 0.17% | 0.47% | Q4 2013 | Q3 2023 | 26 |
BLAIR WILLIAM & CO/IL | 26 | 26 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 26 |
D.A. DAVIDSON & CO. | 17 | 9 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 26 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 26 | 26 | 0.01% | 0.03% | 0.06% | Q3 2013 | Q4 2019 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.00% | 0.02% | 0.08% | Q2 2017 | Q3 2023 | 26 |
AE Wealth Management LLC | 19 | 6 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q3 2023 | 25 |
Narwhal Capital Management | 25 | 25 | 0.06% | 0.08% | 0.10% | Q3 2017 | Q3 2023 | 25 |
CWM, LLC | 11 | 6 | 0.00% | 0.00% | 0.02% | Q1 2017 | Q3 2023 | 25 |
Avantax Planning Partners, Inc. | 19 | 6 | 0.02% | 0.04% | 0.08% | Q2 2017 | Q3 2023 | 25 |
Bank of New York Mellon Corp | 21 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 25 |
OPTIMUM INVESTMENT ADVISORS | 21 | 4 | 0.00% | 0.02% | 0.08% | Q2 2014 | Q4 2023 | 25 |
First Allied Advisory Services, Inc. | 17 | 7 | 0.02% | 0.07% | 0.12% | Q4 2013 | Q3 2020 | 24 |
Baird Financial Group, Inc. | 24 | 24 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 24 |
CENTAURUS FINANCIAL, INC. | 24 | 24 | 0.03% | 0.08% | 0.15% | Q4 2017 | Q3 2023 | 24 |
CIBC Private Wealth Group, LLC | 13 | 11 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 24 |
Global Trust Asset Management, LLC | 24 | 24 | 0.00% | 0.02% | 0.18% | Q4 2017 | Q3 2023 | 24 |
Rockefeller Capital Management L.P. | 23 | 23 | 0.01% | 0.04% | 0.07% | Q1 2018 | Q3 2023 | 23 |
ATLAS CAPITAL ADVISORS LLC | 23 | 23 | 0.05% | 0.18% | 0.69% | Q1 2018 | Q3 2023 | 23 |
PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 23 | 23 | 0.04% | 0.09% | 0.12% | Q3 2015 | Q1 2021 | 23 |
KCM INVESTMENT ADVISORS LLC | 23 | 23 | 0.03% | 0.44% | 0.72% | Q1 2018 | Q3 2023 | 23 |
PINNACLE ASSOCIATES LTD | 23 | 23 | 0.02% | 0.04% | 0.05% | Q1 2018 | Q3 2023 | 23 |
Cetera Advisors LLC | 14 | 1 | 0.01% | 0.03% | 0.10% | Q4 2013 | Q3 2023 | 23 |
Sigma Planning Corp | 12 | 4 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q3 2023 | 23 |
CREDIT SUISSE AG/ | 10 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 22 |
NEXT Financial Group, Inc | 14 | 1 | 0.00% | 0.23% | 0.70% | Q3 2014 | Q4 2021 | 22 |
Chevy Chase Trust Holdings, LLC | 11 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2022 | 22 |
Advisors Capital Management, LLC | 14 | 8 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q3 2023 | 22 |
SYM FINANCIAL Corp | 22 | 22 | 0.04% | 0.08% | 0.10% | Q2 2018 | Q3 2023 | 22 |
Mariner, LLC | 13 | 4 | 0.00% | 0.02% | 0.04% | Q2 2016 | Q3 2023 | 22 |
Citadel Advisors | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 22 |
CHATHAM CAPITAL GROUP, INC. | 11 | 11 | 0.12% | 0.30% | 0.89% | Q2 2013 | Q3 2023 | 22 |
RAND WEALTH, LLC | 22 | 22 | 1.17% | 1.39% | 1.83% | Q2 2013 | Q3 2018 | 22 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 19 | 2 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 21 |
ASSET ADVISORS CORP | 21 | 21 | 0.15% | 0.22% | 0.24% | Q2 2013 | Q2 2018 | 21 |
Steward Partners Investment Advisory, LLC | 18 | 3 | 0.00% | 0.02% | 0.07% | Q1 2018 | Q3 2023 | 21 |
COMERICA BANK | 9 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 21 |
Asset Advisors Investment Management, LLC | 21 | 21 | 0.07% | 0.11% | 0.16% | Q3 2018 | Q3 2023 | 21 |
Lee Financial Co | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
B. Riley Wealth Advisors, Inc. | 13 | 1 | 0.00% | 0.02% | 0.06% | Q2 2014 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.03% | 0.05% | 0.09% | Q3 2018 | Q3 2023 | 21 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2022 | 20 |
Bray Capital Advisors | 20 | 20 | 0.13% | 0.27% | 0.44% | Q4 2018 | Q3 2023 | 20 |
Full Sail Capital, LLC | 20 | 20 | 0.23% | 0.34% | 0.44% | Q4 2018 | Q3 2023 | 20 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 20 | 20 | 0.25% | 1.94% | 3.65% | Q4 2018 | Q3 2023 | 20 |
Private Wealth Advisors, LLC | 20 | 20 | 0.28% | 0.57% | 1.04% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2022 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.00% | 0.04% | 0.05% | Q4 2018 | Q3 2023 | 20 |
Bison Wealth, LLC | 11 | 1 | 0.03% | 0.19% | 0.44% | Q2 2015 | Q2 2022 | 20 |
Capital Investment Advisory Services, LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Sargent Bickham Lagudis LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2020 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q2 2022 | 19 |
STEPHENS INC /AR/ | 11 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2023 | 19 |
Harfst & Associates, Inc. | 12 | 7 | 0.07% | 0.20% | 0.37% | Q1 2017 | Q1 2022 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
FIRST MANHATTAN CO. LLC. | 14 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2022 | 19 |
BB&T SECURITIES, LLC | 17 | 2 | 0.00% | 0.02% | 0.04% | Q3 2013 | Q3 2019 | 19 |
Kovitz Investment Group Partners, LLC | 19 | 19 | 0.02% | 0.11% | 0.17% | Q1 2019 | Q3 2023 | 19 |
GLENMEDE TRUST CO NA | 16 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 19 |
Spearhead Capital Advisors, LLC | 18 | 18 | 0.06% | 0.41% | 3.67% | Q1 2018 | Q2 2022 | 18 |
BESSEMER GROUP INC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 18 |
Waldron Private Wealth LLC | 14 | 2 | 0.02% | 0.13% | 0.27% | Q4 2015 | Q3 2023 | 18 |
JAMES INVESTMENT RESEARCH INC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2017 | 18 |
RiverFront Investment Group, LLC | 13 | 5 | 0.01% | 0.50% | 2.26% | Q4 2008 | Q4 2013 | 18 |
NOMURA ASSET MANAGEMENT CO LTD | 7 | 3 | 0.00% | 0.00% | 0.02% | Q2 2017 | Q3 2023 | 18 |
DAVENPORT & Co LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Wealthcare Advisory Partners LLC | 9 | 1 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 18 |
TRAIN BABCOCK ADVISORS LLC | 17 | 1 | 0.52% | 0.74% | 1.03% | Q2 2013 | Q4 2017 | 18 |
Western Wealth Management, LLC | 8 | 5 | 0.04% | 0.06% | 0.07% | Q4 2018 | Q3 2023 | 18 |
Raab & Moskowitz Asset Management LLC | 11 | 7 | 0.09% | 0.12% | 0.14% | Q2 2018 | Q3 2023 | 18 |
SouthState Corp | 9 | 9 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 18 |
BANK HAPOALIM BM | 12 | 5 | 0.05% | 0.51% | 1.78% | Q1 2014 | Q3 2023 | 17 |
Jacobi Capital Management LLC | 14 | 3 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q1 2021 | 17 |
Trinity Legacy Partners, LLC | 13 | 4 | 0.11% | 0.35% | 1.07% | Q1 2019 | Q3 2023 | 17 |
LAZARD ASSET MANAGEMENT LLC | 14 | 3 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 17 |
Glassman Wealth Services | 12 | 5 | 0.01% | 0.26% | 0.42% | Q1 2016 | Q1 2021 | 17 |
Snowden Capital Advisors LLC | 9 | 8 | 0.00% | 0.04% | 0.06% | Q2 2019 | Q3 2023 | 17 |
Ameritas Investment Partners, Inc. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
Neuberger Berman Group LLC | 15 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 17 |
Meristem Family Wealth, LLC | 17 | 17 | 0.09% | 0.14% | 0.17% | Q1 2018 | Q1 2022 | 17 |
Dougherty Wealth Advisers LLC | 17 | 17 | 0.01% | 0.05% | 0.10% | Q4 2018 | Q4 2022 | 17 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2020 | 17 |
Asset Dedication, LLC | 16 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2021 | 17 |
Stonebridge Financial Planning Group, LLC | 16 | 16 | 0.18% | 0.28% | 0.34% | Q4 2019 | Q3 2023 | 16 |
Williams Jones Wealth Management, LLC. | 13 | 3 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 16 |
CALTON & ASSOCIATES, INC. | 15 | 1 | 0.00% | 0.23% | 0.51% | Q4 2017 | Q2 2023 | 16 |
WFG Advisors, LP | 16 | 16 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2017 | 16 |
Laidlaw Wealth Management LLC | 16 | 16 | 0.10% | 0.27% | 0.53% | Q4 2019 | Q3 2023 | 16 |
Cetera Advisor Networks LLC | 11 | 1 | 0.00% | 0.06% | 0.12% | Q4 2017 | Q3 2023 | 16 |
Keebeck Wealth Management, LLC | 16 | 16 | 0.65% | 0.92% | 1.80% | Q4 2019 | Q3 2023 | 16 |
CONSOLIDATED CAPITAL MANAGEMENT, LLC | 16 | 16 | 0.37% | 0.70% | 1.01% | Q1 2017 | Q4 2020 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Cranbrook Wealth Management, LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
EVOKE WEALTH, LLC | 15 | 1 | 0.02% | 0.03% | 0.05% | Q3 2019 | Q3 2023 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.09% | 0.12% | 0.14% | Q4 2019 | Q3 2023 | 16 |
Archer Investment Corp | 16 | 16 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Centered Wealth LLC dba Miller Equity Capital Advisors | 16 | 16 | 0.95% | 1.42% | 2.01% | Q4 2019 | Q3 2023 | 16 |
WEDBUSH SECURITIES INC | 16 | 16 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Maltin Wealth Management, Inc. | 16 | 16 | 0.12% | 1.24% | 2.12% | Q4 2019 | Q3 2023 | 16 |
JANUS HENDERSON GROUP PLC | 9 | 7 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2022 | 16 |
FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 16 | 16 | 0.15% | 0.28% | 0.38% | Q3 2016 | Q2 2020 | 16 |
PICTET ASSET MANAGEMENT LTD | 11 | 1 | 0.00% | 0.01% | 0.06% | Q3 2016 | Q2 2021 | 16 |
MERCER GLOBAL ADVISORS INC /ADV | 16 | 16 | 0.00% | 0.01% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Lido Advisors, LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Kore Private Wealth LLC | 16 | 16 | 0.09% | 0.16% | 0.29% | Q4 2018 | Q3 2022 | 16 |
Axiom Financial Strategies, LLC | 15 | 15 | 1.08% | 1.88% | 2.57% | Q1 2020 | Q3 2023 | 15 |
N.E.W. Advisory Services LLC | 14 | 1 | 0.07% | 0.12% | 0.20% | Q4 2019 | Q3 2023 | 15 |
HYMAN CHARLES D | 14 | 1 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 15 |
BOSTON FAMILY OFFICE LLC | 15 | 15 | 0.03% | 0.04% | 0.06% | Q2 2016 | Q4 2019 | 15 |
Avion Wealth | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.01% | 0.09% | 0.24% | Q2 2013 | Q4 2016 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.03% | 0.06% | 0.09% | Q1 2020 | Q3 2023 | 15 |
Gray Wealth Management Inc. | 15 | 15 | 0.39% | 0.44% | 0.50% | Q1 2020 | Q3 2023 | 15 |
BARCLAYS PLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2021 | 15 |
USAdvisors Wealth Management, LLC | 15 | 15 | 0.20% | 0.63% | 1.15% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.02% | 0.04% | 0.09% | Q2 2016 | Q4 2019 | 15 |
Salomon & Ludwin, LLC | 15 | 15 | 0.43% | 0.50% | 0.56% | Q1 2020 | Q3 2023 | 15 |
Hirtle Callaghan & Co LLC | 15 | 15 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
FINANCIAL CONSULATE, INC | 12 | 1 | 0.10% | 0.12% | 0.14% | Q4 2019 | Q3 2023 | 14 |
OneDigital Investment Advisors LLC | 11 | 3 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 14 |
Wealth Alliance | 14 | 14 | 0.06% | 0.09% | 0.11% | Q2 2020 | Q3 2023 | 14 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.02% | 0.46% | 0.90% | Q4 2019 | Q3 2023 | 14 |
55I, LLC | 14 | 14 | 0.08% | 0.36% | 1.09% | Q2 2019 | Q3 2022 | 14 |
FIFTH THIRD SECURITIES, INC. | 14 | 14 | 0.05% | 0.38% | 2.91% | Q2 2020 | Q3 2023 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.00% | 0.02% | 0.03% | Q2 2019 | Q3 2022 | 14 |
PEAPACK GLADSTONE FINANCIAL CORP | 14 | 14 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2016 | 14 |
CX Institutional | 8 | 1 | 0.00% | 0.15% | 0.43% | Q2 2018 | Q3 2023 | 14 |
Endurance Wealth Management, Inc. | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2015 | Q3 2018 | 14 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 14 | 0.03% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Personal Capital Advisors Corp | 9 | 5 | 0.00% | 0.04% | 0.07% | Q4 2018 | Q4 2022 | 14 |
WATERS PARKERSON & CO., LLC | 13 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 14 |
BAROMETER CAPITAL MANAGEMENT INC. | 5 | 1 | 0.09% | 0.22% | 0.35% | Q4 2013 | Q3 2023 | 14 |
Clearstead Advisors, LLC | 14 | 14 | 0.00% | 0.02% | 0.07% | Q2 2020 | Q3 2023 | 14 |
Praetorian Wealth Management, Inc. | 14 | 14 | 0.69% | 1.39% | 2.14% | Q2 2020 | Q3 2023 | 14 |
WEALTH ADVISORS, INC. | 13 | 1 | 0.10% | 0.22% | 0.30% | Q4 2019 | Q3 2023 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2023 | 14 |
Concert Wealth Management Inc. | 14 | 14 | 0.04% | 0.10% | 0.16% | Q2 2013 | Q3 2016 | 14 |
Allen Investment Management, LLC | 13 | 13 | 0.02% | 0.04% | 0.08% | Q2 2016 | Q2 2019 | 13 |
Sterling Investment Advisors, Ltd. | 13 | 13 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q2 2022 | 13 |
MinichMacGregor Wealth Management, LLC | 13 | 13 | 0.97% | 1.07% | 1.15% | Q3 2020 | Q3 2023 | 13 |
BURNEY CO/ | 9 | 2 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2020 | 13 |
Sandy Spring Bank | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 13 |
MONETA GROUP INVESTMENT ADVISORS LLC | 11 | 2 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 13 |
Realta Investment Advisors | 5 | 2 | 0.00% | 0.03% | 0.14% | Q1 2019 | Q3 2023 | 13 |
Affiance Financial, LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q4 2022 | 13 |
NORTHERN CAPITAL MANAGEMENT LLC | 13 | 13 | 0.35% | 0.73% | 1.16% | Q4 2015 | Q4 2018 | 13 |
SG Americas Securities, LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2018 | 13 |
Robertson Stephens Wealth Management, LLC | 13 | 13 | 0.12% | 0.17% | 0.26% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Key FInancial Inc | 12 | 1 | 0.07% | 0.10% | 0.13% | Q1 2020 | Q3 2023 | 13 |
PRUDENTIAL FINANCIAL INC | 13 | 13 | 0.00% | 0.03% | 0.18% | Q2 2020 | Q2 2023 | 13 |
Wealthspire Advisors, L.P. | 8 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2019 | 13 |
Gradient Investments LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 13 |
AVANTAX ADVISORY SERVICES, INC. | 13 | 13 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
IBERIABANK CORP | 13 | 13 | 0.06% | 0.09% | 0.20% | Q4 2016 | Q4 2019 | 13 |
SUNTRUST BANKS INC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2019 | 13 |
ProVise Management Group, LLC | 12 | 1 | 0.03% | 0.06% | 0.33% | Q4 2015 | Q3 2023 | 13 |
Renaissance Technologies | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 13 |
tru Independence LLC | 9 | 1 | 0.16% | 0.41% | 0.96% | Q4 2019 | Q3 2023 | 13 |
Equitable Holdings, Inc. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Winfield Associates, Inc. | 12 | 12 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q4 2017 | 12 |
RBA Wealth Management, LLC | 8 | 4 | 0.29% | 0.32% | 0.35% | Q1 2020 | Q3 2023 | 12 |
Birchcreek Wealth Management, LLC | 12 | 12 | 0.74% | 0.92% | 1.16% | Q4 2020 | Q3 2023 | 12 |
Montis Financial, LLC | 12 | 12 | 0.20% | 0.23% | 0.30% | Q4 2020 | Q3 2023 | 12 |
Spruce Investment Advisors LLC | 12 | 12 | 0.09% | 2.22% | 5.68% | Q4 2014 | Q3 2017 | 12 |
HOLLENCREST CAPITAL MANAGEMENT | 12 | 12 | 0.05% | 1.27% | 2.26% | Q4 2013 | Q3 2016 | 12 |
UBS ASSET MANAGEMENT AMERICAS INC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 12 |
Visionary Asset Management, Inc. | 9 | 3 | 0.19% | 0.91% | 1.11% | Q4 2014 | Q3 2018 | 12 |
Advisory Alpha, LLC | 10 | 2 | 0.00% | 0.31% | 1.06% | Q2 2015 | Q3 2018 | 12 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 12 | 12 | 0.00% | 0.00% | 0.02% | Q2 2020 | Q1 2023 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.01% | 0.06% | 0.11% | Q4 2020 | Q3 2023 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2021 | 12 |
SONATA CAPITAL GROUP INC | 12 | 12 | 0.21% | 0.34% | 0.47% | Q4 2020 | Q3 2023 | 12 |
PATTEN & PATTEN INC/TN | 6 | 6 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q1 2022 | 12 |
Meridian Wealth Advisors, LLC | 11 | 1 | 0.03% | 0.20% | 0.41% | Q4 2018 | Q3 2023 | 12 |
Cadent Capital Advisors, LLC | 12 | 12 | 2.33% | 2.65% | 3.66% | Q4 2020 | Q3 2023 | 12 |
TCI Wealth Advisors, Inc. | 8 | 4 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2023 | 12 |
COLLECTIVE FAMILY OFFICE LLC | 12 | 12 | 0.27% | 0.42% | 0.54% | Q4 2020 | Q3 2023 | 12 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2018 | 12 |
Bluesphere Advisors, LLC | 12 | 12 | 0.19% | 0.27% | 0.41% | Q4 2020 | Q3 2023 | 12 |
Pinnacle Bancorp, Inc. | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
LAKE STREET PRIVATE WEALTH, LLC | 12 | 12 | 0.05% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Krilogy Financial LLC | 11 | 1 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2018 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Independence Bank of Kentucky | 12 | 12 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Proquility Private Wealth Partners, LLC | 12 | 12 | 2.40% | 2.91% | 3.22% | Q4 2020 | Q3 2023 | 12 |
Prospera Financial Services Inc | 11 | 1 | 0.01% | 0.05% | 0.09% | Q3 2020 | Q3 2023 | 12 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 7 | 2 | 0.04% | 0.18% | 0.50% | Q1 2017 | Q1 2020 | 11 |
Game Plan Financial Advisors, LLC | 9 | 2 | 0.54% | 0.62% | 0.74% | Q4 2019 | Q4 2022 | 11 |
McAdam, LLC | 4 | 1 | 0.02% | 0.03% | 0.07% | Q1 2018 | Q3 2023 | 11 |
Sierra Capital LLC | 11 | 11 | 0.35% | 0.38% | 0.44% | Q1 2021 | Q3 2023 | 11 |
Mission Creek Capital Partners, Inc. | 11 | 11 | 0.04% | 0.07% | 0.11% | Q1 2021 | Q3 2023 | 11 |
FLAGSHIP HARBOR ADVISORS, LLC | 11 | 11 | 0.00% | 0.01% | 0.08% | Q1 2018 | Q3 2020 | 11 |
Chicago Partners Investment Group LLC | 6 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2018 | 11 |
MONTAG A & ASSOCIATES INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
EXCHANGE TRADED CONCEPTS, LLC | 7 | 1 | 0.02% | 0.38% | 2.58% | Q3 2020 | Q4 2023 | 11 |
Bard Financial Services, Inc. | 11 | 11 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q2 2023 | 11 |
First Horizon Advisors, Inc. | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 11 |
CT Financial Advisors LLC | 10 | 1 | 0.03% | 0.03% | 0.04% | Q1 2014 | Q1 2017 | 11 |
Gemmer Asset Management LLC | 11 | 11 | 0.01% | 0.02% | 0.04% | Q1 2014 | Q3 2016 | 11 |
COURIER CAPITAL LLC | 6 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2023 | 11 |
MISSION WEALTH MANAGEMENT, LP | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
TSFG, LLC | 10 | 1 | 0.01% | 0.83% | 0.99% | Q1 2019 | Q3 2023 | 11 |
CENTRAL TRUST Co | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 11 |
JONES FINANCIAL COMPANIES LLLP | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 11 |
Ancora Advisors LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Dorsey & Whitney Trust CO LLC | 11 | 11 | 0.12% | 0.14% | 0.17% | Q1 2021 | Q3 2023 | 11 |
Bristlecone Advisors, LLC | 6 | 1 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q3 2023 | 11 |
FLOW TRADERS U.S. LLC | 6 | 1 | 0.02% | 0.10% | 0.45% | Q4 2019 | Q3 2023 | 11 |
Pflug Koory, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Founders Financial Alliance, LLC | 11 | 11 | 0.01% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Concord Wealth Partners | 7 | 4 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 11 |
Invst, LLC | 3 | 1 | 0.05% | 2.33% | 5.49% | Q2 2017 | Q3 2023 | 11 |
ALBION FINANCIAL GROUP /UT | 10 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 11 |
Bogart Wealth, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.01% | 0.04% | Q1 2021 | Q3 2023 | 10 |
Tatro Capital, LLC | 10 | 10 | 0.84% | 3.04% | 4.86% | Q4 2019 | Q1 2022 | 10 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 6 | 4 | 0.17% | 0.28% | 0.35% | Q3 2013 | Q2 2017 | 10 |
RAYMOND JAMES TRUST N.A. | 6 | 1 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q2 2023 | 10 |
Cresset Asset Management, LLC | 8 | 2 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 10 |
LBA Wealth Management, LLC | 8 | 2 | 0.00% | 0.01% | 0.04% | Q3 2014 | Q1 2017 | 10 |
Qube Research & Technologies Ltd | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Bangor Savings Bank | 10 | 10 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q2 2023 | 10 |
IndexIQ Advisors LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q1 2020 | 10 |
EMFO, LLC | 10 | 10 | 0.00% | 0.14% | 0.23% | Q2 2021 | Q3 2023 | 10 |
NORTHSTAR ASSET MANAGEMENT Co LLC | 10 | 10 | 0.06% | 0.11% | 0.14% | Q2 2021 | Q3 2023 | 10 |
Patriot Financial Group Insurance Agency, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2022 | 10 |
Accel Wealth Management | 10 | 10 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q1 2023 | 10 |
Berkeley Capital Partners, LLC | 5 | 2 | 0.19% | 3.02% | 4.09% | Q2 2017 | Q3 2023 | 10 |
Clear Perspectives Financial Planning, LLC | 10 | 10 | 0.01% | 0.06% | 0.08% | Q4 2020 | Q1 2023 | 10 |
Goelzer Investment Management, Inc. | 10 | 10 | 0.04% | 0.05% | 0.07% | Q1 2013 | Q2 2015 | 10 |
PRW Wealth Management LLC | 5 | 1 | 0.04% | 0.13% | 0.16% | Q4 2018 | Q3 2023 | 10 |
Tranquilli Financial Advisor LLC | 6 | 4 | 1.15% | 2.71% | 3.79% | Q4 2020 | Q3 2023 | 10 |
VALLEY NATIONAL ADVISERS INC | 10 | 10 | 0.01% | 0.01% | 0.03% | Q4 2015 | Q1 2018 | 10 |
Advisors Preferred, LLC | 2 | 1 | 0.01% | 0.06% | 0.17% | Q1 2014 | Q2 2023 | 10 |
West Branch Capital LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
SteelPeak Wealth, LLC | 10 | 10 | 0.06% | 0.09% | 0.12% | Q4 2019 | Q1 2022 | 10 |
B. Riley Wealth Management, Inc. | 6 | 1 | 0.00% | 0.14% | 0.42% | Q1 2014 | Q2 2022 | 10 |
Winch Advisory Services, LLC | 10 | 10 | 0.08% | 0.08% | 0.09% | Q2 2021 | Q3 2023 | 10 |
SIGNATUREFD, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2022 | 10 |
Altshuler Shaham Ltd | 7 | 3 | 0.04% | 0.09% | 0.25% | Q1 2018 | Q2 2022 | 10 |
ASPIRIANT HOLDINGS S3, LLC | 8 | 2 | 0.10% | 0.30% | 0.47% | Q2 2013 | Q4 2015 | 10 |
Pallas Capital Advisors LLC | 10 | 10 | 0.01% | 0.05% | 0.17% | Q2 2021 | Q3 2023 | 10 |
Mascoma Wealth Management LLC | 9 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
MYCIO WEALTH PARTNERS, LLC | 6 | 3 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q4 2019 | 9 |
Kingsview Wealth Management, LLC | 6 | 3 | 0.01% | 0.28% | 0.89% | Q3 2018 | Q3 2023 | 9 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 5 | 4 | 0.60% | 0.79% | 1.08% | Q4 2020 | Q3 2023 | 9 |
JCIC Asset Management Inc. | 9 | 9 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q2 2015 | 9 |
Mathes Company, Inc. | 8 | 1 | 0.11% | 0.18% | 0.23% | Q1 2014 | Q4 2016 | 9 |
HRT FINANCIAL LP | 4 | 1 | 0.01% | 0.05% | 0.17% | Q1 2020 | Q4 2022 | 9 |
OXFORD FINANCIAL GROUP, LTD. LLC | 9 | 9 | 0.00% | 0.03% | 0.06% | Q3 2020 | Q3 2022 | 9 |
High Net Worth Advisory Group LLC | 9 | 9 | 0.15% | 0.16% | 0.18% | Q4 2021 | Q4 2023 | 9 |
BRIGHTON JONES LLC | 9 | 9 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q3 2023 | 9 |
FARMERS & MERCHANTS INVESTMENTS INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
CHOREO, LLC | 8 | 1 | 0.02% | 0.41% | 0.72% | Q4 2016 | Q2 2019 | 9 |
Rehmann Capital Advisory Group | 9 | 9 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
BDO Wealth Advisors, LLC | 8 | 1 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q1 2021 | 9 |
Lattice Strategies LLC | 9 | 9 | 0.15% | 0.18% | 0.21% | Q2 2013 | Q2 2015 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.04% | 0.22% | 0.52% | Q2 2013 | Q2 2015 | 9 |
IEQ CAPITAL, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q2 2023 | 9 |
Regent Peak Wealth Advisors LLC | 6 | 1 | 0.06% | 0.07% | 0.12% | Q4 2019 | Q2 2023 | 9 |
Curran Financial Partners, LLC | 4 | 1 | 1.46% | 2.18% | 2.84% | Q4 2020 | Q3 2023 | 9 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2022 | 9 |
Ellevest, Inc. | 9 | 9 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q1 2023 | 9 |
Bigelow Investment Advisors, LLC | 9 | 9 | 0.19% | 0.24% | 0.36% | Q4 2017 | Q4 2019 | 9 |
Orion Portfolio Solutions, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 8 |
MUFG Americas Holdings Corp | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2022 | 8 |
TRUST CO OF VERMONT | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 8 |
NorthCrest Asset Manangement, LLC | 8 | 8 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 8 |
EPG Wealth Management LLC | 5 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Riverview Capital Advisers, LLC | 8 | 8 | 0.61% | 0.68% | 0.74% | Q4 2021 | Q3 2023 | 8 |
Kavar Capital Partners, LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q2 2019 | 8 |
Covestor Ltd | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
LVW Advisors, LLC | 8 | 8 | 0.07% | 0.11% | 0.15% | Q3 2018 | Q2 2020 | 8 |
Viewpoint Capital Management LLC | 8 | 8 | 0.09% | 0.10% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Ascent Group, LLC | 8 | 8 | 0.04% | 0.19% | 0.56% | Q4 2021 | Q3 2023 | 8 |
Wagner Wealth Management, LLC | 6 | 2 | 0.04% | 0.05% | 0.07% | Q2 2018 | Q1 2022 | 8 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2015 | 8 |
Heritage Trust Co | 8 | 8 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q4 2018 | 8 |
PGIM Custom Harvest LLC | 4 | 4 | 1.16% | 3.83% | 6.10% | Q4 2020 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.28% | 0.33% | 0.38% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2022 | 8 |
NewFocus Financial Group, LLC | 8 | 8 | 0.73% | 0.85% | 1.06% | Q1 2018 | Q4 2019 | 8 |
SII INVESTMENTS INC/WI | 5 | 3 | 0.02% | 0.07% | 0.12% | Q2 2013 | Q3 2017 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Garrison Asset Management, LLC | 6 | 1 | 0.11% | 0.18% | 0.21% | Q4 2018 | Q4 2021 | 8 |
Ameritas Investment Company, LLC | 3 | 2 | 0.03% | 0.93% | 2.28% | Q4 2018 | Q3 2021 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Heritage Investment Group, Inc. | 8 | 8 | 0.07% | 0.15% | 0.30% | Q4 2021 | Q3 2023 | 8 |
NORWOOD FINANCIAL CORP | 8 | 8 | 0.43% | 0.46% | 0.48% | Q4 2021 | Q3 2023 | 8 |
Omnia Family Wealth, LLC | 8 | 8 | 0.00% | 0.03% | 0.05% | Q4 2016 | Q3 2018 | 8 |
MONETARY MANAGEMENT GROUP INC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
FINANCIAL ADVISORY PARTNERS, LLC | 8 | 8 | 1.24% | 1.42% | 1.52% | Q4 2021 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Retirement Planning Co of New England, Inc. | 8 | 8 | 0.15% | 0.19% | 0.21% | Q4 2021 | Q3 2023 | 8 |
Strengthening Families & Communities, LLC | 8 | 8 | 1.27% | 2.54% | 3.50% | Q4 2021 | Q3 2023 | 8 |
BANQUE PICTET & CIE SA | 8 | 8 | 0.02% | 0.03% | 0.08% | Q4 2013 | Q3 2015 | 8 |
Quaker Wealth Management, LLC | 4 | 4 | 0.19% | 1.71% | 5.72% | Q2 2020 | Q2 2022 | 8 |
Allied Investment Advisors, LLC | 4 | 4 | 0.07% | 0.07% | 0.08% | Q2 2021 | Q3 2023 | 8 |
BROWN BROTHERS HARRIMAN & CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 8 |
Integrated Wealth Concepts LLC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
SHEETS SMITH WEALTH MANAGEMENT | 7 | 1 | 0.00% | 0.05% | 0.10% | Q3 2020 | Q3 2023 | 8 |
Disciplined Investments, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
Wealthfront Advisers LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 8 |
NCM Capital Management, LLC | 8 | 8 | 0.21% | 0.24% | 0.32% | Q4 2021 | Q3 2023 | 8 |
Timber Hill LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2017 | 8 |
MONEY CONCEPTS CAPITAL CORP | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 7 |
COMERICA SECURITIES,INC. | 5 | 2 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q1 2023 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.12% | 0.13% | 0.14% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.02% | 0.07% | 0.14% | Q1 2022 | Q3 2023 | 7 |
Psagot Value Holdings Ltd. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2017 | 7 |
Caprock Group, LLC | 6 | 1 | 0.05% | 0.06% | 0.07% | Q2 2017 | Q2 2020 | 7 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Capital Asset Advisory Services LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 7 |
MEEDER ASSET MANAGEMENT INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2022 | 7 |
Inscription Capital, LLC | 4 | 1 | 0.08% | 0.14% | 0.17% | Q2 2020 | Q2 2022 | 7 |
Cornerstone Wealth Management, LLC | 6 | 1 | 0.01% | 0.04% | 0.05% | Q2 2017 | Q3 2023 | 7 |
SAXON INTERESTS, INC. | 7 | 7 | 0.43% | 1.08% | 1.90% | Q4 2021 | Q2 2023 | 7 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2022 | 7 |
SYNOVUS FINANCIAL CORP | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2020 | 7 |
MATHER GROUP, LLC. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
SEI INVESTMENTS CO | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2018 | 7 |
Roble, Belko & Company, Inc | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2016 | 7 |
Visionary Wealth Advisors | 7 | 7 | 0.29% | 0.34% | 0.41% | Q1 2022 | Q3 2023 | 7 |
MTM Investment Management, LLC | 6 | 1 | 0.04% | 0.05% | 0.05% | Q1 2021 | Q4 2022 | 7 |
HORIZON BANCORP INC /IN/ | 4 | 1 | 0.07% | 0.16% | 0.34% | Q4 2019 | Q3 2023 | 7 |
NewEdge Advisors, LLC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
QCI ASSET MANAGEMENT INC/NY | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2020 | 7 |
Avestar Capital, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2019 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
180 WEALTH ADVISORS, LLC | 4 | 3 | 0.08% | 0.09% | 0.10% | Q1 2019 | Q4 2020 | 7 |
HBW ADVISORY SERVICES LLC | 5 | 2 | 0.06% | 0.24% | 0.92% | Q1 2021 | Q3 2023 | 7 |
Aevitas Wealth Management, Inc. | 6 | 1 | 0.03% | 0.07% | 0.26% | Q4 2017 | Q4 2022 | 7 |
DEARBORN PARTNERS LLC | 6 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q4 2019 | 7 |
THRIVENT FINANCIAL FOR LUTHERANS | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2020 | 7 |
Kinloch Capital, LLC | 4 | 3 | 0.31% | 1.92% | 3.97% | Q4 2020 | Q4 2022 | 7 |
Redwood Financial Network Corp | 7 | 7 | 0.29% | 0.34% | 0.44% | Q1 2022 | Q3 2023 | 7 |
20/20 Capital Management, Inc. | 7 | 7 | 0.42% | 0.49% | 0.56% | Q4 2019 | Q2 2021 | 7 |
CABOT WEALTH MANAGEMENT INC | 7 | 7 | 0.27% | 0.44% | 0.95% | Q2 2018 | Q4 2019 | 7 |
Ameritas Advisory Services, LLC | 6 | 1 | 0.03% | 0.61% | 2.24% | Q4 2021 | Q3 2023 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.05% | 0.06% | 0.07% | Q2 2013 | Q4 2014 | 7 |
Beacon Pointe Advisors, LLC | 5 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Savior LLC | 7 | 7 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q2 2021 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 7 |
FIRST TRUST ADVISORS LP | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q2 2015 | 6 |
McIlrath & Eck, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q2 2020 | 6 |
NATIONAL PLANNING CORP | 4 | 1 | 0.01% | 0.13% | 0.25% | Q4 2014 | Q3 2017 | 6 |
Forward Management, LLC | 6 | 6 | 0.11% | 0.36% | 0.61% | Q4 2016 | Q1 2018 | 6 |
WINTRUST INVESTMENTS LLC | 4 | 2 | 0.10% | 0.15% | 0.21% | Q1 2022 | Q3 2023 | 6 |
&PARTNERS | 6 | 6 | 0.52% | 0.68% | 0.77% | Q4 2018 | Q1 2020 | 6 |
TAP Consulting, LLC | 5 | 1 | 0.13% | 0.70% | 3.05% | Q1 2021 | Q2 2023 | 6 |
RPg Family Wealth Advisory, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2022 | 6 |
FUKOKU MUTUAL LIFE INSURANCE Co | 6 | 6 | 0.65% | 1.31% | 1.83% | Q3 2014 | Q4 2015 | 6 |
Simplicity Solutions, LLC | 3 | 1 | 0.01% | 0.04% | 0.08% | Q4 2017 | Q3 2023 | 6 |
Covington Capital Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
CAPITAL ADVISORS INC/OK | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2021 | 6 |
Hardy Reed LLC | 4 | 1 | 0.03% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 6 |
Merit Financial Group, LLC | 6 | 6 | 0.01% | 0.02% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Santori & Peters, Inc. | 6 | 6 | 0.20% | 0.25% | 0.31% | Q4 2017 | Q1 2019 | 6 |
Pinnacle Summer Investments, Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2015 | 6 |
BerganKDV Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 6 |
COMMUNITY BANK SYSTEM, INC. | 6 | 6 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q3 2014 | 6 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 4 | 2 | 0.00% | 0.04% | 0.11% | Q4 2016 | Q3 2023 | 6 |
Spears Abacus Advisors LLC | 6 | 6 | 0.11% | 0.19% | 0.25% | Q2 2014 | Q3 2015 | 6 |
One Charles Private Wealth Services, LLC | 5 | 1 | 0.21% | 0.32% | 0.41% | Q4 2021 | Q3 2023 | 6 |
Joule Financial, LLC | 6 | 6 | 0.65% | 0.74% | 0.84% | Q2 2022 | Q3 2023 | 6 |
McCarthy Asset Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
WMG Financial Advisors, LLC | 4 | 2 | 0.16% | 0.17% | 0.18% | Q4 2021 | Q3 2023 | 6 |
SIMPLEX TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2021 | 6 |
Prestige Wealth Management Group LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2020 | 6 |
MILLENNIUM MANAGEMENT LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2021 | 6 |
ASPIRIANT, LLC | 3 | 1 | 0.03% | 0.04% | 0.06% | Q1 2014 | Q3 2023 | 6 |
UBS AG | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q3 2014 | 6 |
Checchi Capital Advisers, LLC | 6 | 6 | 0.10% | 0.12% | 0.14% | Q2 2022 | Q3 2023 | 6 |
Joseph P. Lucia & Associates, LLC | 4 | 2 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2022 | 6 |
Spire Wealth Management | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 6 |
Apexium Financial, LP | 5 | 1 | 0.06% | 0.11% | 0.29% | Q1 2020 | Q3 2023 | 6 |
Virtu KCG Holdings LLC | 2 | 1 | 0.00% | 0.02% | 0.06% | Q4 2013 | Q1 2017 | 6 |
Antonetti Capital Management LLC | 6 | 6 | 0.12% | 0.19% | 0.43% | Q2 2013 | Q3 2014 | 6 |
Lighthouse Financial Advisors, Inc. | 6 | 6 | 0.11% | 0.14% | 0.16% | Q4 2019 | Q1 2021 | 6 |
Clear Perspective Advisors, LLC | 6 | 6 | 0.09% | 0.11% | 0.13% | Q1 2017 | Q2 2018 | 6 |
Capital Bank & Trust Co | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2020 | 6 |
HBK Sorce Advisory LLC | 4 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2023 | 6 |
PICTET ASSET MANAGEMENT SA | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 6 |
FineMark National Bank & Trust | 3 | 1 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q2 2022 | 6 |
UMB Bank, n.a. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
MARINO, STRAM & ASSOCIATES LLC | 6 | 6 | 0.02% | 0.04% | 0.07% | Q4 2017 | Q1 2019 | 6 |
Polianta Ltd | 2 | 1 | 1.81% | 3.18% | 4.40% | Q4 2016 | Q1 2023 | 6 |
Prime Capital Investment Advisors, LLC | 6 | 6 | 0.01% | 0.02% | 0.04% | Q2 2022 | Q3 2023 | 6 |
COMPASS FINANCIAL ADVISORS LLC | 6 | 6 | 0.33% | 0.44% | 0.49% | Q4 2021 | Q1 2023 | 6 |
Atlas Private Wealth Management, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2021 | 6 |
Doyle Wealth Management | 5 | 5 | 0.02% | 0.04% | 0.05% | Q4 2018 | Q4 2019 | 5 |
Royal Fund Management, LLC | 4 | 1 | 0.00% | 0.07% | 0.13% | Q2 2018 | Q3 2023 | 5 |
ESG Planning | 5 | 5 | 0.41% | 1.66% | 2.26% | Q1 2022 | Q1 2023 | 5 |
Ashfield Capital Partners, LLC | 2 | 1 | 0.02% | 0.04% | 0.08% | Q4 2018 | Q4 2020 | 5 |
Windham Capital Management, LLC | 4 | 1 | 0.05% | 0.06% | 0.06% | Q1 2017 | Q3 2018 | 5 |
Avior Wealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Compass Financial Group, INC/SD | 5 | 5 | 7.24% | 7.49% | 7.88% | Q4 2022 | Q4 2023 | 5 |
PARK NATIONAL CORP /OH/ | 5 | 5 | 0.12% | 0.12% | 0.13% | Q4 2022 | Q4 2023 | 5 |
BERRY GROUP, LLC | 5 | 5 | 0.14% | 0.17% | 0.18% | Q4 2019 | Q4 2020 | 5 |
TRANSCEND CAPITAL ADVISORS, LLC | 3 | 2 | 0.02% | 0.05% | 0.11% | Q4 2019 | Q1 2022 | 5 |
Advisor OS, LLC | 4 | 1 | 0.12% | 0.37% | 1.12% | Q3 2020 | Q4 2021 | 5 |
Foundations Investment Advisors, LLC | 3 | 2 | 0.02% | 0.05% | 0.08% | Q3 2021 | Q3 2023 | 5 |
Virtu Financial LLC | 3 | 2 | 0.01% | 0.04% | 0.08% | Q1 2014 | Q2 2018 | 5 |
WESPAC Advisors, LLC | 5 | 5 | 0.80% | 1.03% | 1.27% | Q2 2013 | Q2 2014 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2016 | 5 |
Brinker Capital Investments, LLC | 4 | 1 | 0.00% | 0.07% | 0.10% | Q4 2013 | Q1 2017 | 5 |
STARR INTERNATIONAL CO INC | 5 | 5 | 1.95% | 2.35% | 2.78% | Q1 2019 | Q1 2020 | 5 |
Baker Ellis Asset Management LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2013 | Q3 2014 | 5 |
Hefty Wealth Partners | 3 | 2 | 0.03% | 0.32% | 0.83% | Q4 2015 | Q1 2018 | 5 |
Harrison & Co Wealth Management, LLC | 5 | 5 | 0.68% | 0.74% | 0.81% | Q4 2021 | Q4 2022 | 5 |
KENNICOTT CAPITAL MANAGEMENT LLC | 5 | 5 | 0.16% | 0.29% | 0.37% | Q3 2022 | Q3 2023 | 5 |
FOUNDERS FINANCIAL SECURITIES LLC | 5 | 5 | 0.04% | 0.06% | 0.12% | Q3 2022 | Q3 2023 | 5 |
Rosenberg Matthew Hamilton | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 5 |
WILLIAMS JONES & ASSOCIATES LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2019 | 5 |
Cerity Partners LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Marks Wealth, LLC | 3 | 2 | 3.26% | 5.11% | 7.82% | Q4 2020 | Q1 2022 | 5 |
RITHOLTZ WEALTH MANAGEMENT | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Clark Capital Management Group, Inc. | 3 | 2 | 0.04% | 0.09% | 0.17% | Q3 2020 | Q4 2022 | 5 |
BNP PARIBAS FINANCIAL MARKETS | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
TIAA, FSB | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
GUYASUTA INVESTMENT ADVISORS INC | 5 | 5 | 0.02% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 5 | 5 | 0.09% | 0.10% | 0.11% | Q4 2014 | Q4 2015 | 5 |
Confluence Wealth Services, Inc. | 5 | 5 | 0.06% | 0.09% | 0.11% | Q4 2021 | Q4 2022 | 5 |
Global Financial Private Capital, Inc | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2018 | 5 |
Stratos Wealth Advisors, LLC | 4 | 1 | 0.04% | 0.41% | 0.73% | Q4 2018 | Q1 2020 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 5 |
Parkside Financial Bank & Trust | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q1 2023 | 5 |
Laffer Tengler Investments, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
KEYBANK NATIONAL ASSOCIATION/OH | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 5 |
COUNTRY CLUB BANK /GFN | 4 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 5 |
REGIONS FINANCIAL CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 5 |
Partnervest Advisory Services LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Belpointe Asset Management LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 5 |
Jackson Hole Capital Partners, LLC | 5 | 5 | 0.27% | 0.35% | 0.46% | Q4 2018 | Q4 2019 | 5 |
Colonial Trust Co / SC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 4 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 4 | 4 | 1.08% | 3.16% | 4.17% | Q4 2021 | Q3 2022 | 4 |
Financial Advocates Investment Management | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q3 2018 | 4 |
Joel Isaacson & Co., LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q4 2016 | 4 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
First American Bank | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2015 | Q1 2017 | 4 |
Bank Julius Baer & Co. Ltd, Zurich | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Homrich & Berg | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
WULFF, HANSEN & CO. | 4 | 4 | 0.23% | 0.78% | 2.32% | Q1 2022 | Q4 2022 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.35% | 0.39% | 0.41% | Q4 2022 | Q3 2023 | 4 |
ORSER CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.43% | 0.51% | 0.63% | Q2 2021 | Q1 2022 | 4 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 4 | 4 | 0.21% | 0.25% | 0.35% | Q4 2022 | Q3 2023 | 4 |
VESTOR CAPITAL, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q4 2015 | 4 |
Sanctuary Wealth Management, L.L.C. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
MGO ONE SEVEN LLC | 2 | 1 | 0.02% | 0.03% | 0.05% | Q4 2017 | Q1 2023 | 4 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 4 |
GREENLEAF TRUST | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q1 2018 | 4 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.02% | 0.09% | 0.30% | Q1 2020 | Q1 2022 | 4 |
Lenox Wealth Advisors, LLC | 4 | 4 | 0.05% | 0.05% | 0.05% | Q4 2015 | Q3 2016 | 4 |
Silicon Valley Capital Partners | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Elite Wealth Management, Inc. | 4 | 4 | 0.03% | 0.38% | 0.55% | Q4 2013 | Q3 2014 | 4 |
TOMPKINS FINANCIAL CORP | 3 | 1 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q1 2022 | 4 |
Koesten, Hirschmann & Crabtree, INC. | 4 | 4 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Balentine LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 4 |
Alaska Permanent Fund Corp | 3 | 1 | 0.04% | 0.14% | 0.29% | Q3 2020 | Q3 2021 | 4 |
QUADRANT CAPITAL GROUP LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
FDx Advisors, Inc. | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2016 | Q3 2017 | 4 |
Fulcrum Capital LLC | 2 | 2 | 0.10% | 0.52% | 1.67% | Q4 2017 | Q4 2018 | 4 |
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC | 4 | 4 | 0.05% | 0.07% | 0.08% | Q4 2017 | Q3 2018 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Delta Financial Group, Inc. | 4 | 4 | 0.30% | 0.51% | 1.06% | Q4 2022 | Q3 2023 | 4 |
Hilltop Holdings Inc. | 3 | 1 | 0.03% | 0.04% | 0.07% | Q4 2019 | Q1 2021 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
LUTS & GREENLEIGH GROUP, INC | 4 | 4 | 0.27% | 0.28% | 0.30% | Q4 2022 | Q3 2023 | 4 |
Montecito Bank & Trust | 4 | 4 | 0.08% | 0.13% | 0.17% | Q1 2017 | Q4 2017 | 4 |
Kalos Management, Inc. | 3 | 1 | 0.00% | 0.03% | 0.04% | Q4 2015 | Q2 2023 | 4 |
McClarren Financial Advisors, Inc. | 4 | 4 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q2 2023 | 4 |
CYPRESS FINANCIAL PLANNING LLC | 4 | 4 | 0.14% | 0.23% | 0.28% | Q2 2022 | Q1 2023 | 4 |
MILESTONE WEALTH, LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q3 2022 | 4 |
First Command Advisory Services, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BROWN ADVISORY INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
ACG Wealth | 4 | 4 | 0.08% | 0.16% | 0.24% | Q1 2021 | Q4 2021 | 4 |
JFS WEALTH ADVISORS, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2022 | 4 |
EverSource Wealth Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | 4 | 4 | 0.65% | 0.70% | 0.76% | Q4 2022 | Q3 2023 | 4 |
Privium Fund Management (UK) Ltd | 4 | 4 | 1.92% | 2.81% | 4.12% | Q4 2022 | Q3 2023 | 4 |
CAMBRIDGE TRUST CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
B&D White Capital Company, LLC | 4 | 4 | 0.66% | 1.11% | 1.41% | Q2 2021 | Q1 2022 | 4 |
Fortis Advisors, LLC | 4 | 4 | 0.00% | 0.20% | 0.32% | Q2 2019 | Q1 2020 | 4 |
Alera Investment Advisors, LLC | 4 | 4 | 0.12% | 0.15% | 0.21% | Q4 2018 | Q3 2019 | 4 |
Sharper & Granite LLC | 4 | 4 | 2.92% | 3.04% | 3.21% | Q4 2022 | Q3 2023 | 4 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.21% | 0.51% | 0.82% | Q3 2017 | Q2 2019 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.03% | 0.06% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Q3 Asset Management | 2 | 1 | 1.20% | 1.61% | 2.69% | Q2 2021 | Q1 2023 | 4 |
Athena Investment Management | 2 | 1 | 0.15% | 0.15% | 0.16% | Q1 2022 | Q3 2023 | 4 |
Progressive Investment Management Corp | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Karp Capital Management Corp | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2015 | 4 |
Itau Unibanco Holding S.A. | 4 | 4 | 0.00% | 0.22% | 0.40% | Q3 2016 | Q2 2017 | 4 |
WEST PACES ADVISORS INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
TCWP LLC | 3 | 1 | 0.01% | 0.36% | 1.00% | Q1 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Empower Advisory Group, LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Professional Financial Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Icon Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 3 |
Quantitative Advantage, LLC | 3 | 3 | 0.96% | 1.08% | 1.22% | Q2 2013 | Q4 2013 | 3 |
Trilogy Capital Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
WealthShield Partners, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2020 | 3 |
KMS FINANCIAL SERVICES, INC | 3 | 3 | 0.07% | 0.07% | 0.07% | Q1 2014 | Q3 2014 | 3 |
WESTWOOD HOLDINGS GROUP INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
Cheviot Value Management, LLC | 3 | 3 | 0.11% | 0.14% | 0.17% | Q1 2018 | Q3 2018 | 3 |
Polaris Wealth Advisory Group, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q3 2013 | Q1 2014 | 3 |
ST GERMAIN D J CO INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q4 2023 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 3 | 3 | 0.08% | 0.08% | 0.09% | Q4 2018 | Q2 2019 | 3 |
1832 Asset Management L.P. | 2 | 1 | 0.00% | 0.21% | 0.35% | Q2 2014 | Q1 2019 | 3 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
ROBSHAW & JULIAN ASSOCIATES INC | 1 | 1 | 0.15% | 0.16% | 0.19% | Q1 2016 | Q1 2017 | 3 |
Hoover Financial Advisors, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Golden State Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
GPS Wealth Strategies Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
F3Logic, LLC | 2 | 1 | 0.04% | 0.35% | 0.65% | Q1 2018 | Q3 2020 | 3 |
TD Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2021 | 3 |
AdvisorNet Financial, Inc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2023 | 3 |
Amplius Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.03% | 0.06% | Q4 2021 | Q3 2022 | 3 |
Geneva Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2017 | 3 |
INVESTMENT CENTERS OF AMERICA INC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2016 | Q3 2017 | 3 |
Financial Engines Advisors L.L.C. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Ballentine Partners, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2017 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q3 2023 | 3 |
BECK CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.09% | 0.12% | 0.14% | Q2 2014 | Q4 2015 | 3 |
Column Capital Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Pathway Financial Advisors LLC | 3 | 3 | 0.03% | 0.08% | 0.11% | Q4 2017 | Q2 2018 | 3 |
Cable Hill Partners, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2017 | 3 |
Curi Wealth Management, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2022 | 3 |
Olistico Wealth, LLC | 3 | 3 | 0.29% | 0.29% | 0.30% | Q1 2023 | Q3 2023 | 3 |
Gryphon Financial Partners LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2022 | 3 |
Sebold Capital Management, Inc. | 3 | 3 | 0.16% | 0.18% | 0.22% | Q4 2022 | Q2 2023 | 3 |
Csenge Advisory Group | 2 | 1 | 0.02% | 0.07% | 0.13% | Q3 2020 | Q4 2022 | 3 |
Alexandria Capital, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2017 | 3 |
Meadow Creek Wealth Advisors LLC | 3 | 3 | 0.27% | 0.29% | 0.30% | Q4 2021 | Q2 2022 | 3 |
SALEM INVESTMENT COUNSELORS INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 3 |
Voya Financial Advisors, Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q1 2021 | 3 |
Migdal Insurance & Financial Holdings Ltd. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
BlackRock Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 3 |
Northstar Group, Inc. | 3 | 3 | 0.08% | 0.10% | 0.13% | Q1 2023 | Q3 2023 | 3 |
Aptus Capital Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.09% | 0.24% | Q3 2017 | Q2 2022 | 3 |
Opal Wealth Advisors, LLC | 3 | 3 | 0.28% | 0.39% | 0.47% | Q2 2022 | Q4 2022 | 3 |
CWA Asset Management Group, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
FARR MILLER & WASHINGTON LLC/DC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q3 2018 | 3 |
Ten Capital Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2021 | 3 |
BIVIN & ASSOCIATES, INC. | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q2 2022 | 3 |
Zurich Insurance Group Ltd/FI | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q2 2020 | 3 |
WASHINGTON TRUST Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Summit Financial, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Zions Bancorporation | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 3 |
WOLVERINE TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2017 | 3 |
Arkadios Wealth Advisors | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.02% | 0.04% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Ironwood Financial, llc | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
Farther Finance Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
BENJAMIN EDWARDS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2022 | 3 |
Spectrum Management Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 3 |
Brown Miller Wealth Management, LLC | 3 | 3 | 0.16% | 0.18% | 0.20% | Q2 2021 | Q4 2021 | 3 |
Aspire Capital Advisors LLC | 2 | 2 | 1.57% | 1.58% | 1.58% | Q2 2023 | Q3 2023 | 2 |
GREAT VALLEY ADVISOR GROUP, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
IVC Wealth Advisors LLC | 2 | 2 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q3 2023 | 2 |
Insight Folios Inc | 1 | 1 | 0.10% | 0.16% | 0.23% | Q4 2019 | Q4 2021 | 2 |
PEAK6 Group LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2014 | 2 |
Madison Asset Management, LLC | 2 | 2 | 0.02% | 0.05% | 0.07% | Q3 2020 | Q4 2020 | 2 |
Halpern Financial, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Gladstone Institutional Advisory LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
BFSG, LLC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q4 2020 | Q1 2021 | 2 |
Vertex Planning Partners, LLC | 1 | 1 | 0.07% | 0.08% | 0.08% | Q4 2022 | Q2 2023 | 2 |
Stearns Financial Services Group | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2020 | 2 |
PROFFITT & GOODSON INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2018 | 2 |
ExodusPoint Capital Management, LP | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2022 | 2 |
STRINGER ASSET MANAGEMENT, LLC | 2 | 2 | 4.44% | 4.67% | 4.91% | Q4 2013 | Q1 2014 | 2 |
Center for Financial Planning, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Tradewinds, LLC. | 1 | 1 | 0.12% | 0.13% | 0.13% | Q1 2023 | Q3 2023 | 2 |
GeoWealth Management, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
CORNERCAP INVESTMENT COUNSEL INC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2014 | Q4 2014 | 2 |
INGALLS & SNYDER LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
JANICZEK WEALTH MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q3 2022 | 2 |
CMC Financial Group | 2 | 2 | 0.25% | 0.30% | 0.35% | Q1 2019 | Q2 2019 | 2 |
WealthTrust Fairport, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Legacy Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
HOWE & RUSLING INC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q1 2019 | 2 |
NORTHWEST WEALTH MANAGEMENT, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q2 2018 | 2 |
WEALTHSOURCE PARTNERS, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q3 2019 | 2 |
Vestpro Financial Partners, Inc. dba CPF Texas | 2 | 2 | 0.11% | 0.12% | 0.12% | Q4 2017 | Q1 2018 | 2 |
Pinnacle Advisory Group, Inc. | 1 | 1 | 0.03% | 0.04% | 0.04% | Q1 2020 | Q3 2020 | 2 |
Blue Trust, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
FRANKLIN STREET ADVISORS INC /NC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q3 2022 | 2 |
VIRIDIAN RIA, LLC | 2 | 2 | 0.11% | 0.12% | 0.13% | Q4 2021 | Q1 2022 | 2 |
Legacy Financial Strategies, LLC | 2 | 2 | 0.37% | 0.52% | 0.67% | Q4 2017 | Q1 2018 | 2 |
Strategic Blueprint, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q2 2021 | 2 |
Essex Financial Services, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2017 | Q1 2018 | 2 |
Thomas J. Herzfeld Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q3 2014 | 2 |
Idaho Trust Bank | 2 | 2 | 0.70% | 0.72% | 0.74% | Q2 2023 | Q3 2023 | 2 |
BANK OF NOVA SCOTIA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
STAPP WEALTH MANAGEMENT, PLLC | 1 | 1 | 2.54% | 3.18% | 3.83% | Q1 2023 | Q3 2023 | 2 |
Retirement Planning Group, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Intercontinental Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Valeo Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Newport Wealth Strategies, Inc. | 2 | 2 | 0.37% | 0.37% | 0.37% | Q3 2020 | Q4 2020 | 2 |
Overbrook Management Corp | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Acorn Wealth Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q2 2018 | 2 |
Bouchey Financial Group Ltd | 2 | 2 | 1.37% | 1.45% | 1.54% | Q3 2021 | Q4 2021 | 2 |
AlphaStar Capital Management, LLC | 1 | 1 | 0.05% | 0.47% | 0.90% | Q4 2017 | Q2 2023 | 2 |
PIER 88 INVESTMENT PARTNERS LLC | 2 | 2 | 0.23% | 0.25% | 0.27% | Q3 2020 | Q4 2020 | 2 |
Surevest, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
High Falls Advisors, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2016 | 2 |
Placemark Investments, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2013 | 2 |
Good Life Advisors, LLC | 2 | 2 | 0.06% | 0.11% | 0.17% | Q1 2021 | Q2 2021 | 2 |
Newbridge Financial Services Group, Inc. | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q4 2021 | 2 |
ROCKEFELLER FINANCIAL SERVICES INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q4 2017 | 2 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
Charter Oak Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.00% | 0.02% | 0.03% | Q4 2015 | Q3 2023 | 2 |
Hudock, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Oak Point Wealth Management | 2 | 2 | 0.36% | 0.36% | 0.36% | Q4 2017 | Q1 2018 | 2 |
CABANA LLC | 2 | 2 | 0.69% | 3.85% | 7.01% | Q3 2021 | Q4 2021 | 2 |
DFPG INVESTMENTS, LLC | 2 | 2 | 0.36% | 0.37% | 0.37% | Q4 2018 | Q1 2019 | 2 |
HERITAGE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.03% | 0.05% | 0.06% | Q2 2022 | Q2 2023 | 2 |
Avalon Investment & Advisory | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Belvedere Trading LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Davis Capital Management | 2 | 2 | 0.17% | 0.17% | 0.17% | Q1 2020 | Q2 2020 | 2 |
Catamount Wealth Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Grace Capital | 1 | 1 | 0.04% | 0.24% | 0.45% | Q2 2020 | Q4 2020 | 2 |
SWS Partners | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
TRUE Private Wealth Advisors | 2 | 2 | 0.10% | 0.12% | 0.13% | Q2 2018 | Q3 2018 | 2 |
RPG Investment Advisory, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Providence Capital Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q4 2019 | 2 |
Taikang Asset Management (Hong Kong) Co Ltd | 2 | 2 | 0.05% | 0.05% | 0.06% | Q4 2017 | Q1 2018 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Waverly Advisors, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q3 2013 | Q4 2013 | 2 |
Elm Partners Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
FRANKLIN RESOURCES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Carmel Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HFG Advisors, Inc. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2023 | Q2 2023 | 1 |
Prostatis Group LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Wealthgate Family Office, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Capital Analysts, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CERTUITY, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2020 | Q2 2020 | 1 |
Evercore Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Bellwether Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
WealthPLAN Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q1 2015 | 1 |
Invesco Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
CPWM, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Financial Insights, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2021 | Q2 2021 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Scarborough Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
Align Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ironsides Asset Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2016 | Q1 2016 | 1 |
Peak Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Zions Bancorporation, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
CITIZENS FINANCIAL GROUP INC/RI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Sequoia Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Nelson Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
LEVEL FOUR ADVISORY SERVICES, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q4 2016 | 1 |
Johnson Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
FNY Partners Fund LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Trexquant Investment LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Godshalk Welsh Capital Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Fragasso Group Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2018 | Q4 2018 | 1 |
Allianz Asset Management GmbH | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Financial Sense Advisors, Inc. | 1 | 1 | 4.15% | 4.15% | 4.15% | Q4 2019 | Q4 2019 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Mutual Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
AMUNDI ASSET MANAGEMENT US, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
ADVISOR CONSULTANT NETWORK INC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2016 | Q3 2016 | 1 |
BARROW HANLEY MEWHINNEY & STRAUSS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.70% | 0.70% | 0.70% | Q1 2019 | Q1 2019 | 1 |
AUGUSTINE ASSET MANAGEMENT INC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2015 | Q4 2015 | 1 |
EP Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Lowe Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
MAI Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Berman Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
WHITTIER TRUST CO OF NEVADA INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Peachtree Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Point72 Asset Management, L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Laurel Wealth Advisors, Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2019 | Q3 2019 | 1 |
NVWM, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
NWAM LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
KINGS POINT CAPITAL MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Kellett Wealth Advisors, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2023 | Q3 2023 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
Osbon Capital Management LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2019 | Q2 2019 | 1 |
Paul John Balson | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
PACIFIC FINANCIAL GROUP INC | 1 | 1 | 1.69% | 1.69% | 1.69% | Q1 2014 | Q1 2014 | 1 |
NewEdge Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Apriem Advisors | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2015 | Q2 2015 | 1 |
Patten Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Gleason Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
PIERSHALE FINANCIAL GROUP, INC. | 1 | 1 | 5.30% | 5.30% | 5.30% | Q4 2016 | Q4 2016 | 1 |
Synergy Asset Management, LLC | 1 | 1 | 0.90% | 0.90% | 0.90% | Q2 2023 | Q2 2023 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Intersect Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Baltimore-Washington Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
IFG Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
JTC Employer Solutions Trustee Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Biltmore Family Office, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2019 | Q4 2019 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2017 | Q1 2017 | 1 |
Wealthstreet Investment Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Meridian Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Horizon Investments, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Pension Partners, LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q4 2016 | Q4 2016 | 1 |
Blue Granite Capital, LLC | 1 | 1 | 1.21% | 1.21% | 1.21% | Q4 2017 | Q4 2017 | 1 |
Carlson Capital Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
Lake Point Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Matthew Goff Investment Advisor, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2018 | Q2 2018 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Burt Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
MADISON INVESTMENT HOLDINGS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
PEOPLES FINANCIAL SERVICES CORP. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
BANK OF THE WEST | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2015 | Q4 2015 | 1 |
Executive Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Principle Wealth Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
ELM ADVISORS, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2018 | Q3 2018 | 1 |
ANGELES WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2013 | Q1 2013 | 1 |
AMP Capital Investors Ltd | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2017 | Q1 2017 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
ALLIANCEBERNSTEIN L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Campbell Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Integrated Advisors Network LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
BlackRock Institutional Trust Company, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Bullseye Investment Management, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2022 | Q2 2022 | 1 |
McKinley Carter Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Zhang Financial LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
MPI INVESTMENT MANAGEMENT, INC. | 1 | 1 | 1.88% | 1.88% | 1.88% | Q4 2017 | Q4 2017 | 1 |
XPONANCE, INC. | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2017 | Q3 2017 | 1 |
Cavalier Investments, LLC | 1 | 1 | 1.02% | 1.02% | 1.02% | Q4 2019 | Q4 2019 | 1 |
Estate Counselors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
SVB WEALTH LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
FIRST COMMUNITY TRUST NA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Cardan Capital Partners, LLC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q4 2017 | Q4 2017 | 1 |
Alphadyne Asset Management LP | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2020 | Q3 2020 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2023 | Q3 2023 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q3 2022 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Parcion Private Wealth LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q1 2020 | Q1 2020 | 1 |
Financial Management Professionals, Inc. | 1 | 1 | 1.93% | 1.93% | 1.93% | Q2 2017 | Q2 2017 | 1 |
PARK AVENUE SECURITIES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Wealth Quarterback LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 3.45% | 3.45% | 3.45% | Q4 2021 | Q4 2021 | 1 |
First Personal Financial Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Mirae Asset Global Investments Co., Ltd. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q2 2019 | 1 |
Private Portfolio Partners LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2018 | Q4 2018 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
G&S Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
RVW Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Stifel Trust Company, N.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
HM PAYSON & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
MANCHESTER FINANCIAL INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
ADVISOR PARTNERS II, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Privium Fund Management B.V. | 1 | 1 | 0.51% | 0.51% | 0.51% | Q2 2023 | Q2 2023 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
Your Advocates Ltd., LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Guardian Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Truvestments Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Fulcrum Equity Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Landmark Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Financial Architects, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Transform Wealth, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Braun-Bostich & Associates Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2020 | Q3 2020 | 1 |
Corbenic Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
INVESTMENT ADVISORY SERVICES INC /TX /ADV | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
CITY NATIONAL BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Valley Brook Capital Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
WIN ADVISORS, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Rockbridge Investment Management, LCC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2018 | Q2 2018 | 1 |
MCF Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Vantage Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q2 2014 | 1 |
Peregrine Asset Advisers, Inc. | 1 | 1 | 4.27% | 4.27% | 4.27% | Q4 2016 | Q4 2016 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Private Ocean, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Kovack Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Financial Consulate Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2021 | Q2 2021 | 1 |
Towercrest Capital Management | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Stonebridge Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
PVG ASSET MANAGEMENT CORP | 1 | 1 | 1.79% | 1.79% | 1.79% | Q2 2023 | Q2 2023 | 1 |
KPP Advisory Services LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Northeast Financial Consultants Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
External links
This page lists all the filers that currently own VANGUARD WORLD FDS or have owned VANGUARD WORLD FDS in the past.